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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
2,766
shares
|
$517,407
0.13% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
2,765
shares
|
$517,220
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,758
shares
|
$515,911
0.25% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,751
shares
|
$514,602
0.18% of portfolio
|
Q3 2025
Reduced 76.55%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,746
shares
|
$513,666
0.34% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
2,746
shares
|
$513,666
0.01% of portfolio
|
Q2 2025
Reduced 14.21%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
2,744
shares
|
$513,292
0.28% of portfolio
|
Q2 2025
Added 23.99%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
2,734
shares
|
$511,422
0.28% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
2,721
shares
|
$508,990
0.14% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
2,716
shares
|
$508,054
0.04% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 23, 2025 Q3 2025 |
2,713
shares
|
$507,493
0.53% of portfolio
|
Q3 2025
Reduced 40.15%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
2,680
shares
|
$501,320
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,679
shares
|
$501,133
0.02% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,678
shares
|
$500,946
0.04% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
2,675
shares
|
$500,385
0.18% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
2,669
shares
|
$499,263
0.23% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,664
shares
|
$498,327
0.1% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,649
shares
|
$495,521
0.06% of portfolio
|
Q2 2025
Reduced 19.24%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,630
shares
|
$491,967
0.06% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
2,628
shares
|
$491,593
0.1% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,607
shares
|
$487,665
0.14% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
2,606
shares
|
$487,478
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,600
shares
|
$486,356
0.01% of portfolio
|
Q3 2025
Added 73.68%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
2,594
shares
|
$485,233
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
2,592
shares
|
$484,859
0.23% of portfolio
|
Q1 2025
New holding
|