INVESCO S&P 500 EQUAL WEIGHT RSPF
$81.07
+1.8% 52w: $68.78 – $81.07
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data68.7874.9381.07
Jun 20, 2025 Jul 2, 2026
Institutional holders
95
-5 QoQ
13F value
$121.3M
-17.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RSPF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 252.1K | $18.0M | 0.0% | +2.6% |
| Joseph Group Capital Management | Wealth advisor | 108.0K | $7.7M | 1.9% | +2.1% |
| MORGAN STANLEY | Bank broker | 99.3K | $7.1M | 0.0% | +55.4% |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 78.8K | $5.6M | 2.0% | -1.0% |
| Davis Investment Partners, LLC | Wealth advisor | 66.3K | $4.7M | 1.7% | +0.1% |
| LPL Financial LLC | Bank broker | 65.9K | $4.7M | 0.0% | -25.4% |
| JPMORGAN CHASE & CO | Bank broker | 62.7K | $4.4M | 0.0% | -2.9% |
| Cetera Investment Advisers | Wealth advisor | 53.8K | $3.8M | 0.0% | -51.1% |
| Allen Capital Group, LLC | Wealth advisor | 51.1K | $3.6M | 0.3% | -1.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 50.1K | $3.6M | 0.0% | -1.9% |
| Yoder Wealth Management, Inc. | Wealth advisor | 44.5K | $3.2M | 1.4% | +2.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 44.4K | $3.2M | 0.0% | -17.2% |
| UBS Group AG | Bank broker | 41.3K | $2.9M | 0.0% | -26.3% |
| PGIM Custom Harvest LLC | Wealth advisor | 39.2K | $2.8M | 0.0% | -1.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 37.4K | $2.7M | 0.0% | +51.5% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 36.1K | $2.7M | 0.4% | +0.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 32.0K | $2.3M | 0.0% | -78.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 30.7K | $2.2M | 0.0% | +76.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 26.2K | $1.9M | 0.0% | +55.3% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 22.7K | $1.6M | 0.1% | +1.7% |
| Walker Asset Management, LLC ★2 | Fundamental diversified | 21.8K | $1.6M | 0.8% | +6.6% |
| Sunbelt Securities, Inc. | Diversified mechanical | 20.8K | $1.5M | 0.1% | +9.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 19.3K | $1.4M | 0.0% | +21.8% |
| Private Advisor Group, LLC | Wealth advisor | 17.9K | $1.3M | 0.0% | -7.6% |
| HighTower Advisors, LLC | Diversified mechanical | 17.9K | $1.3M | 0.0% | -0.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 17.0K | $1.2M | 0.0% | New |
| Hills Bank & Trust Co | Wealth advisor | 16.9K | $1.2M | 0.1% | +93.6% |
| Arkadios Wealth Advisors | Wealth advisor | 16.9K | $1.2M | 0.0% | -4.4% |
| Focus Financial Network, Inc. | Wealth advisor | 14.9K | $1.1M | 0.0% | -16.6% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 14.2K | $1.0M | 0.1% | 0.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 14.1K | $1.0M | 0.0% | -10.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 13.1K | $932K | 0.0% | +219.7% |
| Pacific Sun Financial Corp | Wealth advisor | 12.8K | $917K | 0.4% | +5.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 12.5K | $861K | 0.0% | +3.3% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | Other | 11.8K | $843K | 0.2% | -3.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 11.5K | $825K | 0.0% | -13.9% |
| Lido Advisors, LLC | Wealth advisor | 11.5K | $823K | 0.0% | +4.1% |
| FRG Family Wealth Advisors LLC | Other | 11.4K | $812K | 0.1% | -31.7% |
| MAI Capital Management | Wealth advisor | 10.8K | $774K | 0.0% | +0.1% |
| ROYAL BANK OF CANADA | Bank broker | 10.5K | $753K | 0.0% | -29.5% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | Other | 10.4K | $743K | 0.1% | +1.4% |
| EVOKE WEALTH, LLC | Wealth advisor | 10.0K | $716K | 0.0% | Held |
| Creative Planning | Wealth advisor | 7.9K | $565K | 0.0% | -14.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 7.9K | $565K | 0.0% | -46.6% |
| Friedenthal Financial | Wealth advisor | 7.8K | $557K | 0.3% | +1.2% |
| Geneos Wealth Management Inc. | Wealth advisor | 7.6K | $544K | 0.0% | +19.0% |
| Empirical Asset Management, LLC | Wealth advisor | 7.2K | $514K | 0.1% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 6.8K | $486K | 0.0% | 0.0% |
| Berger Financial Group, Inc | Wealth advisor | 6.7K | $477K | 0.0% | -0.1% |
| Corient Private Wealth LLC | Diversified mechanical | 7.1K | $472K | 0.0% | -46.4% |
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.