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 2,174 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 |
|---|---|---|---|---|---|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
31,087
shares
|
$5.69 Million
1.22% of portfolio
|
Q2 2025
Added 25.31%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
30,920
shares
|
$5.66 Million
1.55% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
30,907
shares
|
$5.66 Million
1.54% of portfolio
|
Q2 2025
Reduced 45.87%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
30,821
shares
|
$5.64 Million
0.43% of portfolio
|
Q4 2022
Added 294.23%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
30,738
shares
|
$5.63 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Inkwell Capital LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
30,643
shares
|
$5.61 Million
5.96% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
General American Investors CO Inc
|
Aug 01, 2025 Q2 2025 |
30,611
shares
|
$5.6 Million
0.38% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
30,609
shares
|
$5.6 Million
0.28% of portfolio
|
Q2 2025
Added 141.15%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
30,369
shares
|
$5.56 Million
2.35% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
30,363
shares
|
$5.56 Million
1.84% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
30,285
shares
|
$5.54 Million
0.7% of portfolio
|
Q2 2025
Added 23.21%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
30,063
shares
|
$5.5 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
29,994
shares
|
$5.49 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
29,936
shares
|
$5.48 Million
1.99% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
29,927
shares
|
$5.48 Million
1.19% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
29,675
shares
|
$5.43 Million
0.89% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
29,481
shares
|
$5.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
29,362
shares
|
$5.38 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
29,288
shares
|
$5.36 Million
3.71% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
29,280
shares
|
$5.36 Million
0.18% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
29,272
shares
|
$5.36 Million
3.6% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
29,238
shares
|
$5.35 Million
2.96% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
29,220
shares
|
$5.35 Million
0.37% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
29,178
shares
|
$5.34 Million
1.93% of portfolio
|
Q1 2025
Added 126.06%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
29,088
shares
|
$5.33 Million
2.33% of portfolio
|
Q2 2025
Reduced 39.45%
|