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 |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,981
shares
|
$370,565
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
1,975
shares
|
$369,443
0.03% of portfolio
|
Q2 2025
Added 61.22%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
1,975
shares
|
$369,443
0.09% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,970
shares
|
$368,508
0.01% of portfolio
|
Q2 2025
Reduced 94.35%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
1,969
shares
|
$368,321
0.06% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
1,964
shares
|
$367,385
0.19% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,962
shares
|
$367,011
0.08% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
1,956
shares
|
$365,889
0.09% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
1,950
shares
|
$364,767
0.03% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
1,949
shares
|
$364,579
0.04% of portfolio
|
Q2 2025
Reduced 32.11%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
1,948
shares
|
$364,392
0.17% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
1,947
shares
|
$364,205
0.19% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,928
shares
|
$360,651
0.17% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
1,926
shares
|
$360,277
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
1,920
shares
|
$359,155
0.05% of portfolio
|
Q2 2025
Reduced 63.53%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,915
shares
|
$358,219
0.06% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
1,907
shares
|
$356,723
0.1% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
1,896
shares
|
$354,665
0.0% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
1,896
shares
|
$354,665
0.11% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
1,895
shares
|
$354,478
0.15% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,891
shares
|
$353,730
0.06% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,891
shares
|
$353,730
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
1,889
shares
|
$353,356
0.06% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
1,883
shares
|
$352,233
0.07% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,881
shares
|
$351,859
0.02% of portfolio
|
Q3 2025
Added 6.27%
|