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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,114
shares
|
$208,384
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
1,113
shares
|
$208,197
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
1,109
shares
|
$207,449
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
1,105
shares
|
$206,701
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
1,092
shares
|
$204,269
0.01% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,090
shares
|
$203,895
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,088
shares
|
$203,521
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
1,062
shares
|
$198,657
0.0% of portfolio
|
Q3 2025
Reduced 99.35%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
1,062
shares
|
$198,657
0.11% of portfolio
|
Q3 2025
Reduced 82.13%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,025
shares
|
$191,736
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$187,060
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
997
shares
|
$186,498
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
970
shares
|
$181,448
0.07% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
949
shares
|
$177,519
0.01% of portfolio
|
Q4 2024
Reduced 37.85%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
945
shares
|
$176,771
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
926
shares
|
$173,217
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
885
shares
|
$165,548
0.59% of portfolio
|
Q1 2022
Added 10.63%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
880
shares
|
$164,612
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
879
shares
|
$164,425
0.05% of portfolio
|
Q3 2025
Added 13.86%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
877
shares
|
$164,051
0.05% of portfolio
|
Q1 2025
Reduced 31.7%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
876
shares
|
$163,864
0.07% of portfolio
|
Q2 2025
Added 59.85%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
840
shares
|
$157,130
0.01% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
839
shares
|
$156,943
0.02% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
836
shares
|
$156,382
0.02% of portfolio
|
Q2 2024
Reduced 94.31%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
811
shares
|
$151,705
0.01% of portfolio
|
Q2 2025
Reduced 14.0%
|