Institutional Ownership Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP). We have compiled data on the 2,146 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $54.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
40,682
shares
|
$7.61 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
40,562
shares
|
$7.59 Million
7.01% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
40,477
shares
|
$7.57 Million
4.77% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
40,388
shares
|
$7.56 Million
2.66% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
40,351
shares
|
$7.55 Million
2.95% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
39,873
shares
|
$7.46 Million
0.46% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
39,494
shares
|
$7.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
39,462
shares
|
$7.38 Million
0.2% of portfolio
|
Q4 2023
Added 123.29%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
39,410
shares
|
$7.37 Million
1.55% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
39,299
shares
|
$7.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
39,220
shares
|
$7.34 Million
3.31% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
39,190
shares
|
$7.33 Million
1.17% of portfolio
|
Q1 2025
Added 34.1%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
38,909
shares
|
$7.28 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
38,755
shares
|
$7.25 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
38,630
shares
|
$7.23 Million
3.89% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
38,618
shares
|
$7.23 Million
0.01% of portfolio
|
Q1 2024
Added 2.46%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
38,578
shares
|
$7.22 Million
0.11% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
38,571
shares
|
$7.22 Million
1.93% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
38,315
shares
|
$7.17 Million
2.13% of portfolio
|
Q1 2025
Reduced 24.28%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
38,284
shares
|
$7.16 Million
0.41% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
38,206
shares
|
$7.15 Million
4.35% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
38,137
shares
|
$7.14 Million
1.76% of portfolio
|
Q1 2025
Reduced 32.12%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
38,123
shares
|
$7.13 Million
7.39% of portfolio
|
Q2 2024
Added 13.36%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
37,982
shares
|
$7.11 Million
7.28% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
37,981
shares
|
$7.11 Million
1.29% of portfolio
|
Q2 2025
Added 6.5%
|