INVESCO S&P 500 EQUAL WEIGHT RSPD
$56.42
+0.7% 52w: $50.90 – $59.73
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data50.9055.3259.73
Jun 20, 2025 Jul 2, 2026
Institutional holders
86
+0 QoQ
13F value
$138.1M
-7.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RSPD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | Other | 871.8K | $46.7M | 0.3% | +5.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 157.0K | $8.4M | 0.0% | +7.1% |
| MORGAN STANLEY | Bank broker | 143.7K | $7.7M | 0.0% | +232.3% |
| HighTower Advisors, LLC | Diversified mechanical | 121.4K | $6.5M | 0.0% | +0.3% |
| ALTFEST L J & CO INC | Wealth advisor | 117.2K | $6.3M | 0.7% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 111.2K | $5.9M | 0.0% | -28.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 69.8K | $3.7M | 0.0% | New |
| LPL Financial LLC | Bank broker | 69.0K | $3.7M | 0.0% | -65.4% |
| LEUTHOLD GROUP, LLC | Other | 56.1K | $3.0M | 0.3% | -14.9% |
| Farther Finance Advisors, LLC | Wealth advisor | 53.2K | $2.9M | 0.0% | -2.5% |
| SCOTIA CAPITAL INC. | Other | 53.3K | $2.9M | 0.0% | -0.4% |
| JPMORGAN CHASE & CO | Bank broker | 52.4K | $2.7M | 0.0% | +0.5% |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 44.6K | $2.4M | 0.5% | +50.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 44.0K | $2.4M | 0.0% | -22.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 43.8K | $2.3M | 0.0% | +43.1% |
| Hills Bank & Trust Co | Wealth advisor | 35.5K | $1.9M | 0.1% | +98.8% |
| UBS Group AG | Bank broker | 34.0K | $1.8M | 0.0% | -12.7% |
| Yoder Wealth Management, Inc. | Wealth advisor | 33.0K | $1.8M | 0.8% | +5.2% |
| VISTA INVESTMENT MANAGEMENT | Wealth advisor | 32.4K | $1.7M | 0.6% | -0.8% |
| Legacy Private Trust Co. | Wealth advisor | 31.5K | $1.7M | 0.1% | -7.0% |
| Carnegie Investment Counsel | Other | 29.0K | $1.6M | 0.0% | -0.5% |
| Friedenthal Financial | Wealth advisor | 26.7K | $1.4M | 0.7% | +3.2% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 24.2K | $1.3M | 0.0% | +145.0% |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 23.2K | $1.2M | 0.4% | -2.6% |
| ROYAL BANK OF CANADA | Bank broker | 22.1K | $1.2M | 0.0% | -26.1% |
| PINNACLE ASSOCIATES LTD | Other | 22.1K | $1.2M | 0.0% | -2.1% |
| Walker Asset Management, LLC ★2 | Fundamental diversified | 21.8K | $1.2M | 0.6% | +6.2% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 20.0K | $1.1M | 0.0% | +100.0% |
| Davis Investment Partners, LLC | Wealth advisor | 17.0K | $910K | 0.3% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 15.6K | $837K | 0.0% | +84.8% |
| Private Advisor Group, LLC | Wealth advisor | 15.2K | $816K | 0.0% | -1.4% |
| Lido Advisors, LLC | Wealth advisor | 11.0K | $589K | 0.0% | +7.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 10.4K | $557K | 0.0% | -11.3% |
| Advisory Services Network, LLC | Diversified mechanical | 10.0K | $533K | 0.0% | -7.4% |
| PGIM Custom Harvest LLC | Wealth advisor | 9.0K | $483K | 0.0% | -4.9% |
| CX Institutional | Wealth advisor | 9.0K | $483K | 0.0% | +7243.1% |
| IMC-Chicago, LLC | Market maker | 9.0K | $480K | 0.0% | New |
| Verity Asset Management, Inc. | Other | 8.3K | $446K | 0.2% | New |
| Strategic Wealth Partners, Ltd. | Other | 8.3K | $442K | 0.0% | -36.6% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 6.4K | $345K | 0.0% | 0.0% |
| Tower Research Capital LLC (TRC) | Market maker | 6.2K | $332K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 5.9K | $318K | 0.0% | Held |
| Corient Private Wealth LLC | Diversified mechanical | 5.1K | $275K | 0.0% | -50.0% |
| Empirical Asset Management, LLC | Wealth advisor | 5.1K | $274K | 0.1% | Held |
| Waverly Advisors, LLC | Wealth advisor | 5.1K | $272K | 0.0% | -2.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 5.0K | $268K | 0.0% | New |
| Independent Advisor Alliance | Wealth advisor | 5.0K | $268K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.7K | $253K | 0.0% | -5.4% |
| JAMES INVESTMENT RESEARCH, INC. | Other | 4.5K | $238K | 0.0% | Held |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.4K | $237K | 0.0% | -3.9% |
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.