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 |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
6,008
shares
|
$1.1 Million
0.29% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
6,001
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
5,989
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,987
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2022
Reduced 0.98%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,981
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,980
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2023
Added 6.44%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
5,980
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
5,979
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Reduced 35.56%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
5,961
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
5,961
shares
|
$1.09 Million
0.49% of portfolio
|
Q2 2025
Added 30.12%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
5,957
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
5,953
shares
|
$1.09 Million
0.23% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,948
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
5,943
shares
|
$1.09 Million
0.63% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
5,935
shares
|
$1.09 Million
0.61% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,929
shares
|
$1.09 Million
0.11% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
5,918
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
5,917
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,912
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
5,888
shares
|
$1.08 Million
0.65% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
5,888
shares
|
$1.08 Million
0.51% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
5,877
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
5,846
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 70.39%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,837
shares
|
$1.07 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
5,834
shares
|
$1.07 Million
0.33% of portfolio
|
Q2 2025
Added 26.5%
|