INVESCO S&P 500 EQUAL WEIGHT RSPH
$34.52
+2.5% 52w: $27.42 – $34.52
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data27.4230.9734.52
Jun 20, 2025 Jul 2, 2026
Institutional holders
182
-3 QoQ
13F value
$311.9M
-3.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$266K calls / — puts
Institutional value by quarter
Number of holders
Who owns RSPH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | Diversified mechanical | 2.1M | $64.5M | 0.1% | -2.9% |
| MORGAN STANLEY | Bank broker | 677.4K | $20.5M | 0.0% | +6.5% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | Wealth advisor | 440.4K | $13.3M | 3.9% | +3.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 430.1K | $13.0M | 0.0% | +1.2% |
| LPL Financial LLC | Bank broker | 375.8K | $11.3M | 0.0% | -6.0% |
| ROYAL BANK OF CANADA | Bank broker | 350.0K | $10.6M | 0.0% | +4.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 334.3K | $10.1M | 0.0% | +11.8% |
| JPMORGAN CHASE & CO | Bank broker | 332.0K | $9.8M | 0.0% | +2.2% |
| MAI Capital Management | Wealth advisor | 323.3K | $9.8M | 0.1% | -1.2% |
| Cresset Asset Management, LLC | Wealth advisor | 235.7K | $7.1M | 0.0% | New |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 216.6K | $6.5M | 0.0% | -9.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 184.1K | $5.6M | 0.0% | -9.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 183.7K | $5.5M | 0.0% | +26.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 172.7K | $5.2M | 0.0% | -1.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 159.6K | $4.8M | 0.0% | -6.3% |
| Cetera Investment Advisers | Wealth advisor | 153.5K | $4.6M | 0.0% | +27.0% |
| FCA CORP /TX | Wealth advisor | 147.7K | $4.5M | 1.3% | +3.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 128.0K | $3.9M | 0.0% | -4.5% |
| Focus Financial Network, Inc. | Wealth advisor | 124.0K | $3.7M | 0.1% | +2.6% |
| Stelac Advisory Services LLC | Other | 123.5K | $3.7M | 0.8% | +76.2% |
| Friedenthal Financial | Wealth advisor | 122.7K | $3.7M | 1.9% | +3.1% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 118.4K | $3.6M | 0.0% | +6.8% |
| PGIM Custom Harvest LLC | Wealth advisor | 115.5K | $3.5M | 0.1% | -8.0% |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 112.7K | $3.4M | 1.2% | -2.5% |
| Creative Planning | Wealth advisor | 94.2K | $2.8M | 0.0% | -7.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 86.1K | $2.6M | 0.0% | -0.7% |
| UBS Group AG | Bank broker | 83.0K | $2.5M | 0.0% | +34.0% |
| CAHILL FINANCIAL ADVISORS INC | Wealth advisor | 75.5K | $2.3M | 0.2% | +0.1% |
| RAINEY & RANDALL WEALTH ADVISORS INC. | Wealth advisor | 74.9K | $2.3M | 0.4% | -8.9% |
| Hills Bank & Trust Co | Wealth advisor | 73.7K | $2.2M | 0.1% | +78.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 72.1K | $2.2M | 0.0% | +480.6% |
| Yoder Wealth Management, Inc. | Wealth advisor | 70.8K | $2.1M | 1.0% | +4.5% |
| Cornerstone Advisory, LLC | Wealth advisor | 69.2K | $2.1M | 0.2% | -3.2% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 63.2K | $1.9M | 0.1% | +4.5% |
| Coastal Bridge Advisors, LLC | Other | 60.6K | $1.8M | 0.1% | 0.0% |
| Berger Financial Group, Inc | Wealth advisor | 60.5K | $1.8M | 0.1% | -4.2% |
| Optas, LLC | Other | 60.3K | $1.8M | 0.3% | +99.6% |
| Peak Financial Management, Inc. | Wealth advisor | 56.6K | $1.7M | 0.4% | -2.6% |
| Hartford Financial Management Inc. | Other | 55.8K | $1.7M | 0.4% | -0.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 48.5K | $1.4M | 0.0% | +5.3% |
| Ironsides Asset Advisors, LLC | Wealth advisor | 46.2K | $1.4M | 0.3% | +22.8% |
| Walker Asset Management, LLC ★2 | Fundamental diversified | 43.4K | $1.3M | 0.7% | +0.9% |
| Merit Financial Group, LLC | Wealth advisor | 37.5K | $1.1M | 0.0% | +46.4% |
| Biltmore Family Office, LLC | Other | 37.2K | $1.1M | 0.2% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 37.2K | $1.1M | 0.0% | -7.8% |
| U.S. Capital Wealth Advisors, LLC | Other | 37.1K | $1.1M | 0.0% | -4.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 35.3K | $1.1M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 34.2K | $1.0M | 0.0% | +1.8% |
| Lido Advisors, LLC | Wealth advisor | 31.5K | $950K | 0.0% | +8.1% |
| CX Institutional | Wealth advisor | 30.0K | $907K | 0.0% | +521.9% |
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.