Institutional Ownership Invesco ETF Tr S&P 500 Equal W (RCD)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RCD). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 2.99 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
29,739
shares
|
$0
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
29,723
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
29,356
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
27,045
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
23,998
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
23,715
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
21,061
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
19,541
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
17,002
shares
|
$0
0.34% of portfolio
|
Q4 2025
Reduced 26.08%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
15,152
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
13,498
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 322.6%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
12,128
shares
|
$0
0.54% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
10,911
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 48.37%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,878
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
10,223
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
9,497
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,955
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,658
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
6,489
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
6,376
shares
|
$0
0.3% of portfolio
|
Q3 2025
Reduced 31.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6,353
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1076.48%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,284
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,934
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,912
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.9%
|
|