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 |
|---|---|---|---|---|---|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
2,970
shares
|
$555,568
0.44% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,965
shares
|
$554,632
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
2,963
shares
|
$554,258
0.01% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
2,961
shares
|
$553,884
0.17% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
2,959
shares
|
$553,510
0.21% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,954
shares
|
$552,575
0.25% of portfolio
|
Q3 2025
Reduced 17.94%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
2,939
shares
|
$549,769
0.43% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,938
shares
|
$549,582
0.12% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
2,935
shares
|
$549,021
0.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,932
shares
|
$548,459
0.08% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,920
shares
|
$546,215
0.04% of portfolio
|
Q2 2025
Reduced 81.05%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
2,920
shares
|
$546,215
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
2,914
shares
|
$545,092
0.05% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
2,898
shares
|
$542,099
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,867
shares
|
$536,301
1.87% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
2,864
shares
|
$535,739
0.03% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
2,854
shares
|
$533,869
0.38% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,838
shares
|
$530,876
0.11% of portfolio
|
Q3 2025
Reduced 20.03%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,835
shares
|
$530,315
0.27% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
2,816
shares
|
$526,760
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
2,810
shares
|
$525,638
0.02% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Financial Counselors Inc
|
Aug 01, 2025 Q2 2025 |
2,800
shares
|
$523,768
0.72% of portfolio
|
Q2 2025
Reduced 73.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
2,799
shares
|
$523,580
0.0% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Sky Investment Group LLC
|
Oct 09, 2025 Q3 2025 |
2,784
shares
|
$520,775
0.09% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
2,775
shares
|
$519,091
0.16% of portfolio
|
Q3 2025
Added 1.28%
|