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 2,174 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
29,085
shares
|
$5.32 Million
0.18% of portfolio
|
Q2 2025
Added 23.75%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
28,899
shares
|
$5.29 Million
2.98% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
28,718
shares
|
$5.26 Million
2.58% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
28,596
shares
|
$5.24 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
28,546
shares
|
$5.23 Million
2.64% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
28,520
shares
|
$5.22 Million
2.79% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
28,475
shares
|
$5.21 Million
3.29% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
28,448
shares
|
$5.21 Million
0.21% of portfolio
|
Q2 2025
Reduced 43.35%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
28,369
shares
|
$5.19 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
28,285
shares
|
$5.18 Million
0.2% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
28,237
shares
|
$5.17 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
27,952
shares
|
$5.12 Million
0.95% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Aug 07, 2025 Q2 2025 |
27,947
shares
|
$5.12 Million
5.31% of portfolio
|
Q2 2025
Reduced 23.0%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
27,755
shares
|
$5.08 Million
1.42% of portfolio
|
Q2 2025
Added 1133.56%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
27,689
shares
|
$5.07 Million
1.97% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
27,553
shares
|
$5.04 Million
1.35% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
27,550
shares
|
$5.04 Million
1.4% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
27,480
shares
|
$5.03 Million
6.06% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
27,476
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
Added 23.87%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
27,360
shares
|
$5.01 Million
0.67% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
27,304
shares
|
$5 Million
1.01% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
27,302
shares
|
$5 Million
5.32% of portfolio
|
Q1 2025
Added 2110.69%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
27,273
shares
|
$4.99 Million
2.21% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
27,092
shares
|
$4.96 Million
0.22% of portfolio
|
Q2 2025
Added 1586.92%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
27,008
shares
|
$4.94 Million
1.92% of portfolio
|
Q2 2025
Added 0.14%
|