INVESCO S&P 500 EQUAL WEIGHT RSP
$214.91
+0.7% 52w: $174.04 – $214.91
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data174.04194.48214.91
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.2K
+91 QoQ
13F value
$57.96B
+3.5% QoQ
Smart-money holders
121
signal tier ≥ 2
New smart buyers
24
Q1 2026
Options barometer
1.0×
$3.08B calls / $2.95B puts
Institutional value by quarter
Number of holders
Who owns RSP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 34.2M | $6.55B | 0.4% | +9.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 27.1M | $5.20B | 3.2% | +3.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 25.4M | $4.87B | 0.4% | +16.4% |
| UBS Group AG | Bank broker | 11.3M | $2.18B | 0.4% | +15.5% |
| Invesco Ltd. | Index provider | 10.9M | $2.10B | 0.3% | +7.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 8.1M | $1.56B | 0.2% | -30.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.7M | $1.28B | 0.3% | +0.8% |
| LPL Financial LLC | Bank broker | 6.7M | $1.28B | 0.3% | +21.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 6.6M | $1.27B | 2.9% | -22.3% |
| TEXAS PERMANENT SCHOOL FUND CORP | Wealth advisor | 5.5M | $1.05B | 38.9% | Held |
| Cresset Asset Management, LLC | Wealth advisor | 4.5M | $858.6M | 3.7% | +4.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.0M | $777.1M | 0.2% | +9.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.8M | $726.7M | 0.2% | +6.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.2M | $616.7M | 0.2% | +81.0% |
| ROYAL BANK OF CANADA | Bank broker | 3.2M | $615.8M | 0.1% | +3.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 3.2M | $614.2M | 0.8% | +16.1% |
| Japan Science & Technology Agency | Wealth advisor | 2.8M | $546.0M | 11.3% | -25.0% |
| Cerity Partners LLC | Diversified mechanical | 2.4M | $457.0M | 0.6% | +21.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 2.2M | $418.8M | 0.3% | -3.5% |
| JPMORGAN CHASE & CO | Bank broker | 2.2M | $408.7M | 0.0% | +17.1% |
| Phoenix Financial Ltd. | Other | 2.1M | $397.4M | 3.8% | +27.4% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 1.9M | $364.6M | 3.2% | +9517.8% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Diversified mechanical | 1.8M | $348.8M | 1.8% | -49.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 1.8M | $343.8M | 1.3% | -22.8% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 1.8M | $335.9M | 0.6% | -28.9% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 1.7M | $322.5M | 0.9% | +205.6% |
| Clal Insurance Enterprises Holdings Ltd | Other | 1.7M | $318.6M | 1.9% | +3.8% |
| Focus Partners Wealth | Wealth advisor | 1.6M | $309.8M | 0.3% | -13.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.6M | $306.9M | 0.5% | +11.5% |
| HighTower Advisors, LLC | Diversified mechanical | 1.6M | $297.7M | 0.3% | +10.0% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 1.3M | $254.0M | 15.5% | -0.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.3M | $252.9M | 0.4% | -1.5% |
| CITIGROUP INC | Bank broker | 1.3M | $251.8M | 0.2% | -29.9% |
| Cetera Investment Advisers | Wealth advisor | 1.2M | $236.6M | 0.3% | +18.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.2M | $231.6M | 0.3% | +12.6% |
| Freedom Together Foundation | Wealth advisor | 1.1M | $211.1M | 27.7% | Held |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.0M | $195.2M | 0.2% | -7.0% |
| Caisse de depot et placement du Quebec | Other | 1.0M | $193.4M | 0.3% | +33.1% |
| Trust Co of Tennessee | Wealth advisor | 991.5K | $190.3M | 35.4% | +24.3% |
| BROWN ADVISORY INC | Diversified mechanical | 948.9K | $182.1M | 0.3% | +10.5% |
| WESTWOOD HOLDINGS GROUP INC | Other | 841.9K | $161.6M | 1.2% | +761.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 830.9K | $159.5M | 0.4% | +19.4% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 813.5K | $151.3M | 0.2% | — |
| Horizon Investments, LLC | Diversified mechanical | 787.6K | $151.2M | 1.7% | +0.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 778.3K | $149.4M | 0.0% | -3.0% |
| MAI Capital Management | Wealth advisor | 769.3K | $147.6M | 0.8% | +21.4% |
| First Interstate Bank | Wealth advisor | 761.2K | $146.1M | 8.2% | +0.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 758.9K | $145.7M | 0.4% | +10.8% |
| CI INVESTMENTS INC. | Diversified mechanical | 753.4K | $144.6M | 0.7% | +6.8% |
| Cercano Management LLC ★2 | Fundamental diversified | 741.4K | $142.3M | 6.1% | +38.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.