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 2,183 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $53.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
28,520
shares
|
$5.33 Million
2.79% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
28,475
shares
|
$5.33 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
|
$5.32 Million
0.21% of portfolio
|
Q2 2025
Reduced 43.35%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 22, 2025 Q3 2025 |
28,369
shares
|
$5.31 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
28,285
shares
|
$5.29 Million
0.2% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
28,237
shares
|
$5.28 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
28,110
shares
|
$5.26 Million
0.13% of portfolio
|
Q3 2025
Reduced 43.22%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Aug 07, 2025 Q2 2025 |
27,947
shares
|
$5.23 Million
5.31% of portfolio
|
Q2 2025
Reduced 23.0%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
27,769
shares
|
$5.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
27,755
shares
|
$5.19 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
|
$5.18 Million
1.97% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
27,647
shares
|
$5.17 Million
0.29% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
27,561
shares
|
$5.16 Million
1.33% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
27,553
shares
|
$5.15 Million
1.35% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
27,480
shares
|
$5.14 Million
6.06% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
27,476
shares
|
$5.14 Million
0.01% of portfolio
|
Q2 2025
Added 23.87%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
27,304
shares
|
$5.11 Million
1.01% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
27,273
shares
|
$5.1 Million
2.21% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
27,008
shares
|
$5.05 Million
1.92% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
26,891
shares
|
$5.03 Million
2.4% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
26,873
shares
|
$5.03 Million
2.35% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
26,813
shares
|
$5.02 Million
3.22% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
26,585
shares
|
$4.97 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
26,497
shares
|
$4.96 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,309
shares
|
$4.92 Million
0.32% of portfolio
|
Q4 2023
Added 62.8%
|