INVESCO S&P 500 EQUAL WEIGHT RSPG
$97.44
+0.7% 52w: $71.72 – $112.12
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data71.7291.92112.12
Jun 20, 2025 Jul 2, 2026
Institutional holders
163
+31 QoQ
13F value
$407.6M
+51.3% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$16K calls / — puts
Institutional value by quarter
Number of holders
Who owns RSPG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| UBS Group AG | Bank broker | 385.0K | $42.1M | 0.0% | +45.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 363.2K | $39.8M | 0.0% | -41.1% |
| MORGAN STANLEY | Bank broker | 341.4K | $37.4M | 0.0% | +28.2% |
| MATAURO, LLC | Wealth advisor | 292.2K | $32.0M | 4.6% | +8.8% |
| Flaharty Asset Management, LLC | Wealth advisor | 243.4K | $26.6M | 3.3% | -44.4% |
| LPL Financial LLC | Bank broker | 190.6K | $20.9M | 0.0% | +70.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 136.8K | $15.0M | 0.0% | +29.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 130.9K | $14.3M | 0.0% | +337.4% |
| Cresset Asset Management, LLC | Wealth advisor | 94.6K | $10.4M | 0.0% | New |
| Arkfeld Wealth Strategies, L.L.C. ★2 | Fundamental diversified | 100.8K | $10.1M | 3.2% | -8.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 71.2K | $7.5M | 0.1% | -9.7% |
| Stonebridge Financial Group, LLC | Wealth advisor | 66.8K | $7.3M | 0.6% | +18.3% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | Wealth advisor | 62.3K | $6.8M | 2.4% | New |
| Guild Investment Management, Inc. | Wealth advisor | 58.4K | $6.4M | 4.6% | -8.4% |
| OARSMAN CAPITAL, INC. | Wealth advisor | 56.0K | $6.1M | 0.8% | -3.2% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 46.1K | $5.0M | 0.1% | New |
| ROYAL BANK OF CANADA | Bank broker | 41.3K | $4.5M | 0.0% | +28.6% |
| Ocean Park Asset Management, LLC | Wealth advisor | 41.1K | $4.5M | 0.3% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 38.1K | $4.2M | 0.0% | -34.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 35.6K | $3.9M | 0.0% | +128.2% |
| Aptus Capital Advisors, LLC | Wealth advisor | 31.4K | $3.4M | 0.0% | +6.4% |
| Financial Guidance Group, Inc. | Wealth advisor | 31.3K | $3.4M | 1.4% | +6.4% |
| Davis Investment Partners, LLC | Wealth advisor | 30.0K | $3.3M | 1.2% | -3.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 29.8K | $3.3M | 0.0% | -7.0% |
| IHT Wealth Management, LLC | Wealth advisor | 27.1K | $3.0M | 0.1% | -4.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 26.7K | $2.9M | 0.0% | +2.5% |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 26.1K | $2.9M | 1.0% | -1.8% |
| MARSHALL WACE, LLP | Quant stat arb | 25.5K | $2.8M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 25.1K | $2.7M | 0.0% | +4.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 24.7K | $2.7M | 0.0% | +5.8% |
| Courage Miller Partners, LLC | Wealth advisor | 21.1K | $2.3M | 0.7% | New |
| Cetera Investment Advisers | Wealth advisor | 21.0K | $2.3M | 0.0% | -7.6% |
| TABLEAUX LLC | Wealth advisor | 20.7K | $2.3M | 1.1% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 20.0K | $2.2M | 0.0% | Held |
| Ethos Financial Group, LLC | Wealth advisor | 19.1K | $2.1M | 0.2% | -49.0% |
| SHAKER INVESTMENTS LLC/OH ★2 | Fundamental diversified | 18.2K | $2.0M | 0.9% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 17.6K | $1.9M | 0.0% | -9.8% |
| JPMORGAN CHASE & CO | Bank broker | 17.2K | $1.9M | 0.0% | +10.6% |
| Empowered Funds, LLC | Diversified mechanical | 17.0K | $1.9M | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 16.8K | $1.8M | 0.0% | -2.0% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 16.4K | $1.8M | 0.3% | -18.3% |
| SYKON CAPITAL LLC | Wealth advisor | 15.3K | $1.7M | 0.6% | -8.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 15.3K | $1.7M | 0.0% | +35.2% |
| Synergy Asset Management, LLC | Quant stat arb | 14.4K | $1.6M | 0.2% | New |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 13.8K | $1.5M | 0.0% | -1.9% |
| Somerset Trust Co | Other | 13.8K | $1.5M | 0.5% | +3.8% |
| PGIM Custom Harvest LLC | Wealth advisor | 13.8K | $1.5M | 0.0% | -27.3% |
| Hills Bank & Trust Co | Wealth advisor | 11.1K | $1.2M | 0.1% | +50.5% |
| STEPHENS INC /AR/ | Diversified mechanical | 9.7K | $1.1M | 0.0% | -0.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 9.2K | $1.0M | 0.0% | +84.4% |
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.