INVESCO S&P 500 EQUAL WEIGHT RSPU
$81.92
+2.1% 52w: $68.08 – $83.32
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data68.0875.7083.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
125
+10 QoQ
13F value
$263.0M
+9.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RSPU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 583.6K | $47.3M | 0.0% | -0.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 426.9K | $34.6M | 0.0% | +2.6% |
| MORGAN STANLEY | Bank broker | 179.1K | $14.5M | 0.0% | -31.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 152.5K | $12.4M | 0.0% | +9.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 124.8K | $10.1M | 0.0% | +12.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 117.4K | $9.5M | 0.0% | +5.6% |
| STUDIO INVESTMENT MANAGEMENT LLC | Wealth advisor | 96.6K | $7.8M | 1.4% | +2.4% |
| DENVER WEALTH MANAGEMENT, INC. | Wealth advisor | 93.6K | $7.6M | 2.6% | -1.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 85.9K | $7.0M | 0.0% | +0.6% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 59.8K | $4.8M | 0.6% | +302.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 54.3K | $4.4M | 0.0% | +70.2% |
| RM Financial Services, LLC | Wealth advisor | 50.4K | $4.1M | 3.5% | +22.3% |
| UBS Group AG | Bank broker | 50.4K | $4.1M | 0.0% | +5.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 49.7K | $4.1M | 0.0% | +1193.7% |
| WealthCare Investment Partners, LLC | Wealth advisor | 49.0K | $3.9M | 1.1% | +3.2% |
| Advisory Services Network, LLC | Diversified mechanical | 40.8K | $3.3M | 0.0% | +1.2% |
| Friedenthal Financial | Wealth advisor | 40.8K | $3.3M | 1.7% | +2.5% |
| Marshall & Sterling Wealth Advisors Inc. | Wealth advisor | 39.2K | $3.2M | 2.1% | +2.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 38.4K | $3.1M | 0.0% | New |
| REDSTONE WEALTH MANAGEMENT, LLC | Wealth advisor | 36.8K | $3.0M | 2.4% | +4.5% |
| Arete Wealth Advisors, LLC | Wealth advisor | 36.6K | $3.0M | 0.2% | New |
| Jackson Wealth Management, LLC | Other | 33.7K | $2.7M | 0.3% | +1.4% |
| Dakota Wealth Management | Other | 31.6K | $2.6M | 0.1% | -3.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 31.1K | $2.5M | 0.0% | -39.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 30.8K | $2.5M | 0.0% | +16.8% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | Other | 29.1K | $2.4M | 0.2% | +6.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 28.7K | $2.3M | 0.0% | +42.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 28.5K | $2.3M | 0.0% | +5.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 28.4K | $2.3M | 0.0% | +9.7% |
| Farther Finance Advisors, LLC | Wealth advisor | 26.2K | $2.1M | 0.0% | +24.8% |
| JPMORGAN CHASE & CO | Bank broker | 25.5K | $2.1M | 0.0% | +4.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 23.9K | $1.9M | 0.0% | -74.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 24.0K | $1.9M | 0.0% | +58.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 22.9K | $1.9M | 0.0% | -3.9% |
| Cetera Investment Advisers | Wealth advisor | 22.0K | $1.8M | 0.0% | +10.9% |
| ROYAL BANK OF CANADA | Bank broker | 21.7K | $1.8M | 0.0% | -22.4% |
| Orographic Financial Advisors, LLC ★2 | Fundamental diversified | 21.5K | $1.7M | 1.2% | — |
| Geneos Wealth Management Inc. | Wealth advisor | 19.6K | $1.6M | 0.0% | +0.9% |
| World Investment Advisors | Wealth advisor | 19.0K | $1.5M | 0.0% | +0.6% |
| MFA Wealth Services | Wealth advisor | 18.6K | $1.5M | 1.0% | -0.7% |
| Flaharty Asset Management, LLC | Wealth advisor | 18.3K | $1.5M | 0.2% | +3.9% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 18.3K | $1.5M | 0.1% | +3.2% |
| SYKON CAPITAL LLC | Wealth advisor | 16.8K | $1.4M | 0.5% | New |
| American Trust | Wealth advisor | 15.2K | $1.2M | 0.1% | +1.3% |
| SCOTIA CAPITAL INC. | Other | 14.3K | $1.2M | 0.0% | -0.8% |
| Waverly Advisors, LLC | Wealth advisor | 12.1K | $985K | 0.0% | -2.4% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 12.0K | $975K | 0.0% | +0.8% |
| Pacific Sun Financial Corp | Wealth advisor | 11.7K | $952K | 0.5% | -5.6% |
| STEPHENS INC /AR/ | Diversified mechanical | 11.3K | $920K | 0.0% | -0.5% |
| Advisory Alpha, LLC | Wealth advisor | 11.3K | $916K | 0.0% | +5.4% |
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.