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 |
|---|---|---|---|---|---|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
12,455
shares
|
$2.28 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
12,410
shares
|
$2.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,403
shares
|
$2.27 Million
0.1% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
12,369
shares
|
$2.26 Million
1.27% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
12,305
shares
|
$2.25 Million
0.59% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
12,269
shares
|
$2.25 Million
1.69% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,262
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 85.85%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
12,259
shares
|
$2.24 Million
0.12% of portfolio
|
Q2 2025
Added 413.79%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
12,246
shares
|
$2.24 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
12,199
shares
|
$2.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
12,176
shares
|
$2.23 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
12,174
shares
|
$2.23 Million
1.27% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
12,125
shares
|
$2.22 Million
0.22% of portfolio
|
Q2 2025
Added 137.61%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
12,086
shares
|
$2.21 Million
0.17% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
12,084
shares
|
$2.21 Million
1.58% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
12,069
shares
|
$2.21 Million
0.29% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
12,060
shares
|
$2.21 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
12,059
shares
|
$2.21 Million
0.05% of portfolio
|
Q2 2025
Added 20.28%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
12,000
shares
|
$2.2 Million
0.18% of portfolio
|
Q3 2021
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,968
shares
|
$2.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
11,965
shares
|
$2.19 Million
0.07% of portfolio
|
Q1 2025
Added 34.44%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,894
shares
|
$2.18 Million
0.3% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
11,880
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
11,846
shares
|
$2.17 Million
2.09% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
11,763
shares
|
$2.15 Million
0.08% of portfolio
|
Q2 2025
Added 3.26%
|