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 2,173 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 |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,611
shares
|
$478,021
0.08% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,610
shares
|
$477,838
0.04% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,607
shares
|
$477,289
0.15% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,606
shares
|
$477,106
0.16% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
2,606
shares
|
$477,106
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
2,596
shares
|
$475,275
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
2,594
shares
|
$474,909
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,592
shares
|
$474,543
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
2,586
shares
|
$473,444
0.4% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
2,564
shares
|
$469,417
0.17% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
2,564
shares
|
$469,417
0.09% of portfolio
|
Q4 2024
Added 23.63%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
2,560
shares
|
$468,684
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
2,550
shares
|
$466,854
0.08% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,540
shares
|
$465,023
0.04% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,522
shares
|
$461,727
0.04% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
2,512
shares
|
$459,896
0.04% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
2,509
shares
|
$459,347
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
2,508
shares
|
$459,164
0.16% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$457,700
0.01% of portfolio
|
Q2 2025
Reduced 27.28%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,498
shares
|
$457,333
0.18% of portfolio
|
Q2 2025
Reduced 30.36%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,493
shares
|
$456,418
0.01% of portfolio
|
Q2 2024
Added 80.13%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,484
shares
|
$454,770
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
2,470
shares
|
$452,207
0.06% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,465
shares
|
$451,292
0.06% of portfolio
|
Q2 2024
Reduced 33.31%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,463
shares
|
$450,926
0.09% of portfolio
|
Q2 2025
Added 3.84%
|