INVESCO S&P 500 EQUAL WEIGHT RSPN
$63.99
+0.5% 52w: $51.20 – $64.00
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data51.2057.6064.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
158
+14 QoQ
13F value
$575.8M
-23.2% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns RSPN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Bank broker | 1.4M | $79.2M | 0.0% | -43.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 973.3K | $56.0M | 0.0% | +3.1% |
| AFFINITY WEALTH MANAGEMENT LLC | Wealth advisor | 630.1K | $36.3M | 5.5% | -0.5% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 596.4K | $34.3M | 0.4% | -29.7% |
| MORGAN STANLEY | Bank broker | 485.7K | $28.0M | 0.0% | -1.9% |
| ROYAL BANK OF CANADA | Bank broker | 469.9K | $27.1M | 0.0% | +367.2% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | Wealth advisor | 430.9K | $24.8M | 1.6% | -27.1% |
| LPL Financial LLC | Bank broker | 364.5K | $21.0M | 0.0% | -4.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 318.5K | $18.3M | 0.0% | +34.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 299.5K | $17.2M | 0.0% | +108.2% |
| Davis Investment Partners, LLC | Wealth advisor | 270.6K | $15.6M | 5.5% | -0.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 264.3K | $15.2M | 0.0% | +21.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 248.7K | $14.3M | 0.0% | New |
| Wealthcare Advisory Partners LLC | Wealth advisor | 173.6K | $10.0M | 0.2% | +0.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 173.6K | $10.0M | 0.0% | -31.6% |
| Carmel Capital Management L.L.C. ★3 | Fundamental concentrated | 172.2K | $9.9M | 2.8% | +0.3% |
| Strategic Wealth Partners, Ltd. | Other | 158.7K | $9.1M | 0.6% | +10783.7% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | Wealth advisor | 154.6K | $8.9M | 1.8% | -26.2% |
| UBS Group AG | Bank broker | 138.2K | $8.0M | 0.0% | -0.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 122.0K | $7.0M | 0.0% | +1271.3% |
| TigerOak Management, L.L.C. | Other | 113.2K | $6.5M | 2.1% | -0.5% |
| Sage Advisory Services, Ltd.Co. | Wealth advisor | 108.2K | $6.2M | 3.4% | New |
| Cetera Investment Advisers | Wealth advisor | 96.3K | $5.5M | 0.0% | +7.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 91.4K | $5.3M | 0.0% | +8.3% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC ★2 | Fundamental diversified | 72.0K | $4.1M | 3.7% | +16.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 71.4K | $4.1M | 0.0% | -45.2% |
| TKG Advisors, LLC | Wealth advisor | 71.5K | $4.1M | 1.7% | -13.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 58.9K | $3.4M | 0.0% | -6.6% |
| Evernest Financial Advisors, LLC | Wealth advisor | 55.4K | $3.4M | 0.7% | -0.1% |
| Harbor Asset Planning, Inc. | Wealth advisor | 55.5K | $3.2M | 2.7% | +6.3% |
| G&S Capital LLC | Wealth advisor | 53.3K | $3.1M | 1.1% | -8.8% |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 47.6K | $2.7M | 1.0% | -0.9% |
| FDx Advisors, Inc. | Wealth advisor | 47.6K | $2.7M | 0.9% | New |
| Comprehensive Wealth Management, LLC | Wealth advisor | 45.5K | $2.6M | 1.3% | +1.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 42.2K | $2.4M | 0.0% | -4.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 41.7K | $2.4M | 0.0% | -5.9% |
| Hills Bank & Trust Co | Wealth advisor | 40.6K | $2.3M | 0.1% | +90.1% |
| Choice Wealth Advisors LLC | Wealth advisor | 40.4K | $2.3M | 0.9% | -3.8% |
| Treasure Coast Financial Planning | Wealth advisor | 39.7K | $2.3M | 1.2% | +15.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 36.7K | $2.1M | 0.0% | +4.0% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 36.1K | $2.1M | 0.0% | +2.6% |
| PGIM Custom Harvest LLC | Wealth advisor | 35.6K | $2.0M | 0.0% | -6.0% |
| Equitable Holdings, Inc. | Wealth advisor | 35.2K | $2.0M | 0.0% | -2.4% |
| ACCESS FINANCIAL SERVICES, INC. | Wealth advisor | 31.2K | $1.8M | 0.6% | -3.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 29.2K | $1.7M | 0.0% | +20.7% |
| Friedenthal Financial | Wealth advisor | 27.2K | $1.6M | 0.8% | +0.7% |
| FMR LLC | Long only active | 26.2K | $1.5M | 0.0% | +2.9% |
| Burns Matteson Capital Management, LLC | Other | 24.9K | $1.4M | 0.6% | -6.0% |
| SYKON CAPITAL LLC | Wealth advisor | 24.1K | $1.4M | 0.5% | +54.5% |
| Walker Asset Management, LLC ★2 | Fundamental diversified | 23.9K | $1.4M | 0.7% | +0.3% |
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.