INVESCO S&P 500 EQUAL WEIGHT RSPT
$61.37
-3.2% 52w: $38.64 – $67.44
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data38.6453.0467.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
410
+18 QoQ
13F value
$1.92B
+8.9% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
3.0×
$697K calls / $231K puts
Institutional value by quarter
Number of holders
Who owns RSPT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.2M | $236.7M | 0.0% | +26.7% |
| MORGAN STANLEY | Bank broker | 2.6M | $116.4M | 0.0% | +21.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.4M | $109.4M | 0.0% | -12.0% |
| LPL Financial LLC | Bank broker | 2.0M | $90.2M | 0.0% | +1.7% |
| RMG Wealth Management LLC | Wealth advisor | 1.5M | $86.5M | 10.0% | New |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 1.7M | $76.8M | 3.3% | +2.4% |
| UBS Group AG | Bank broker | 1.5M | $68.0M | 0.0% | +0.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $57.7M | 0.0% | -0.2% |
| ROYAL BANK OF CANADA | Bank broker | 1.3M | $57.1M | 0.0% | -5.0% |
| Davis Investment Partners, LLC | Wealth advisor | 1.3M | $56.7M | 20.0% | -3.3% |
| JPMORGAN CHASE & CO | Bank broker | 1.2M | $50.2M | 0.0% | -1.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 792.7K | $35.9M | 0.1% | +2.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 719.8K | $32.6M | 0.1% | -0.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 638.9K | $28.9M | 0.0% | +4.5% |
| Baker Avenue Asset Management, LP | Other | 605.4K | $27.4M | 0.6% | +3.6% |
| Summit Trail Advisors, LLC | Other | 568.9K | $25.7M | 0.4% | +29.7% |
| Independent Advisor Alliance | Wealth advisor | 545.8K | $24.7M | 0.3% | +10815.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 520.4K | $23.6M | 0.0% | -35.5% |
| Bouchey Financial Group Ltd | Wealth advisor | 473.8K | $22.7M | 1.7% | -0.8% |
| StoneX Group Inc. | Wealth advisor | 449.3K | $20.3M | 1.1% | -1.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 417.4K | $18.9M | 0.0% | -39.1% |
| PGIM Custom Harvest LLC | Wealth advisor | 412.5K | $18.7M | 0.3% | -3.7% |
| HighTower Advisors, LLC | Diversified mechanical | 386.2K | $17.5M | 0.0% | -4.0% |
| Cetera Investment Advisers | Wealth advisor | 341.7K | $15.5M | 0.0% | +54.6% |
| Compass Wealth Management, LLC/GA | Wealth advisor | 338.0K | $15.3M | 6.5% | +6.5% |
| Prasad Wealth Partners, LLC | Wealth advisor | 331.7K | $15.0M | 4.1% | +1.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 293.2K | $13.3M | 0.0% | -0.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 280.7K | $12.7M | 0.0% | -3.6% |
| Mariner, LLC | Diversified mechanical | 255.8K | $11.6M | 0.0% | -7.5% |
| Rockport Wealth LLC | Wealth advisor | 242.4K | $11.0M | 2.0% | +33.8% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 228.2K | $10.3M | 0.9% | -0.8% |
| Aventus Investment Advisors, Inc. | Wealth advisor | 206.5K | $9.3M | 7.9% | -0.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 202.7K | $9.2M | 0.0% | +1967.9% |
| NEVILLE RODIE & SHAW INC | Other | 201.3K | $9.1M | 0.7% | +6.6% |
| FRG Family Wealth Advisors LLC | Other | 200.9K | $9.1M | 1.5% | -7.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 195.6K | $9.0M | 0.1% | -2.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 191.4K | $8.7M | 0.0% | +1.7% |
| U.S. Capital Wealth Advisors, LLC | Other | 185.6K | $8.4M | 0.2% | -1.5% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 182.2K | $8.2M | 0.0% | -0.7% |
| PATTEN & PATTEN INC/TN | Other | 181.8K | $8.2M | 0.5% | -7.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 180.5K | $8.2M | 0.0% | +1.4% |
| Cascade Wealth Advisors, Inc | Wealth advisor | 132.8K | $7.7M | 3.4% | -4.5% |
| Yoder Wealth Management, Inc. | Wealth advisor | 157.4K | $7.1M | 3.2% | +2.5% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC ★2 | Fundamental diversified | 150.4K | $6.8M | 6.0% | -16.6% |
| Activest Wealth Management | Wealth advisor | 149.8K | $6.8M | 1.2% | +245.7% |
| HB Wealth Management, LLC | Wealth advisor | 148.3K | $6.7M | 0.0% | 0.0% |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 145.5K | $6.6M | 2.4% | -1.5% |
| ATLAS CAPITAL ADVISORS INC. | Wealth advisor | 144.2K | $6.5M | 0.7% | -23.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 144.1K | $6.5M | 0.0% | +6.2% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 138.2K | $6.3M | 0.1% | New |
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.