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 2,153 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $53.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
3,665
shares
|
$673,883
0.09% of portfolio
|
Q1 2025
Reduced 30.93%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
3,661
shares
|
$673,148
0.62% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,617
shares
|
$665,057
0.0% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
3,616
shares
|
$664,873
0.08% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
3,609
shares
|
$663,586
0.13% of portfolio
|
Q2 2025
Reduced 62.07%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
3,598
shares
|
$661,564
0.29% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
3,591
shares
|
$660,277
0.6% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
3,587
shares
|
$659,541
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
3,587
shares
|
$659,541
0.27% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,580
shares
|
$658,254
0.07% of portfolio
|
Q4 2020
Reduced 6.82%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
3,557
shares
|
$654,025
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
3,549
shares
|
$652,554
0.14% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
3,545
shares
|
$651,819
0.19% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
3,527
shares
|
$648,509
0.23% of portfolio
|
Q1 2025
Added 131.28%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
3,522
shares
|
$647,590
0.06% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
3,521
shares
|
$647,406
0.11% of portfolio
|
Q1 2025
Added 48.94%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
3,520
shares
|
$647,222
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
3,519
shares
|
$647,038
0.46% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
3,517
shares
|
$646,670
0.02% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
3,508
shares
|
$645,015
0.32% of portfolio
|
Q1 2025
Added 110.69%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
3,500
shares
|
$643,545
0.12% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,467
shares
|
$637,477
0.21% of portfolio
|
Q3 2023
Added 9.51%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
3,465
shares
|
$637,109
0.01% of portfolio
|
Q3 2024
Added 59.97%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
3,459
shares
|
$636,006
0.06% of portfolio
|
Q1 2025
Added 462.44%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,456
shares
|
$635,454
0.06% of portfolio
|
Q1 2025
Added 68.59%
|