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Invesco S&P 500 Equal Weight (RSPR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
INCREASED
Shares132,186 from 131,000
Change+1,186 (+1%)
Value$4.4M (-$395.3K)
Filed 2026-10-16
Capital Management Associates, Inc
DECREASED
Shares35,475 from 36,125
Change-650 (-2%)
Value$1.2M (-$141.5K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares28,817 from 29,223
Change-406 (-1%)
Value$958.0K (-$110.5K)
Filed 2026-10-08
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares22,079 from 24,370
Change-2,291 (-9%)
Value$734.0K (-$157.0K)
Filed 2026-10-29
James Investment Research, Inc.
DECREASED
Shares15,112 from 15,547
Change-435 (-3%)
Value$502.4K (-$66.0K)
Filed 2026-10-22
Lido Advisors, LLC
DECREASED
Shares10,933 from 11,580
Change-647 (-6%)
Value$363.5K (-$59.9K)
Filed 2026-11-04
Walker Asset Management, LLC
DECREASED
Shares8,835 from 8,969
Change-134 (-1%)
Value$293.7K (-$34.2K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares7,694 from 7,678
Change+16 (+0%)
Value$255.8K (-$25.0K)
Filed 2026-10-29
Burns Matteson Capital Management, LLC
DECREASED
Shares6,721 from 6,855
Change-134 (-2%)
Value$223.4K (-$27.2K)
Filed 2026-10-16
Meridian Financial Partners LLC
UNCHANGED
Shares6,125 from 6,125
Change0 (0%)
Value$208.4K (-$16.1K)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$38.2K (-$3.8K)
Filed 2026-10-01
Ascentis Wealth Management, LLC
INCREASED
Shares721 from 176
Change+545 (+310%)
Value$24.0K (+$17.5K)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares276 from 2,709
Change-2,433 (-90%)
Value$9.2K (-$89.9K)
Filed 2026-11-05
Costello Asset Management, Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$5.0K (-$497)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares57
Change+57
Value$1.9K
Filed 2026-10-09
AlphaCore Capital LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$1.6K (-$163)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.0K (-$102)
Filed 2026-11-02
Key Capital Management, Inc
DECREASED
Shares3 from 93
Change-90 (-97%)
Value$100 (-$3.3K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares2
Change+2
Value$58
Filed 2026-10-27
Sound Income Strategies, LLC
CLOSED
Shares0 from 50,407
Change-50,407 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-09
Seek First Inc.
CLOSED
Shares0 from 5,840
Change-5,840 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-27
Raymond James Financial Inc
N/A
Shares— from 135,978
Change-135,978 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 117,814
Change-117,814 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 103,709
Change-103,709 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 98,597
Change-98,597 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 94,915
Change-94,915 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 56,010
Change-56,010 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 48,856
Change-48,856 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 28,440
Change-28,440 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,249
Change-22,249 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,695
Change-17,695 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 16,317
Change-16,317 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 14,802
Change-14,802 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,522
Change-12,522 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,016
Change-10,016 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,183
Change-9,183 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,161
Change-9,161 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,120
Change-9,120 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,645
Change-8,645 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,746
Change-4,746 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 817
Change-817 (-100%)
Value—
FMR LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 705
Change-705 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 303
Change-303 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 197
Change-197 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
IFP Advisors, Inc
INCREASED132,186131,000+1,186+1%$4.8M$4.4M-$395.3K2026-10-16
Capital Management Associates, Inc
DECREASED35,47536,125-650-2%$1.3M$1.2M-$141.5K2026-10-20
Farther Finance Advisors, LLC
DECREASED28,81729,223-406-1%$1.1M$958.0K-$110.5K2026-10-08
Gerber Kawasaki Wealth & Investment Management
DECREASED22,07924,370-2,291-9%$891.1K$734.0K-$157.0K2026-10-29
James Investment Research, Inc.
DECREASED15,11215,547-435-3%$568.4K$502.4K-$66.0K2026-10-22
Lido Advisors, LLC
DECREASED10,93311,580-647-6%$423.4K$363.5K-$59.9K2026-11-04
Walker Asset Management, LLC
DECREASED8,8358,969-134-1%$327.9K$293.7K-$34.2K2026-10-13
Koshinski Asset Management, Inc.
INCREASED7,6947,678+16+0%$280.7K$255.8K-$25.0K2026-10-29
Burns Matteson Capital Management, LLC
DECREASED6,7216,855-134-2%$250.6K$223.4K-$27.2K2026-10-16
Meridian Financial Partners LLC
UNCHANGED6,1256,12500%$224.5K$208.4K-$16.1K2026-10-23
Noble Wealth Management PBC
UNCHANGED1,1501,15000%$42.0K$38.2K-$3.8K2026-10-01
Ascentis Wealth Management, LLC
INCREASED721176+545+310%$6.4K$24.0K+$17.5K2026-11-03
Larson Financial Group LLC
DECREASED2762,709-2,433-90%$99.0K$9.2K-$89.9K2026-11-05
Costello Asset Management, Inc
UNCHANGED15015000%$5.5K$5.0K-$4972026-10-30
GK Wealth Management LLC
NEW57—+57——$1.9K—2026-10-09
AlphaCore Capital LLC
UNCHANGED494900%$1.8K$1.6K-$1632026-11-04
Key FInancial Inc
UNCHANGED313100%$1.1K$1.0K-$1022026-11-02
Key Capital Management, Inc
DECREASED393-90-97%$3.4K$100-$3.3K2026-11-03
Latitude Advisors, LLC
NEW2—+2——$58—2026-10-27
Sound Income Strategies, LLC
CLOSED050,407-50,407-100%$1.8M$0-$1.8M2026-10-09
Seek First Inc.
CLOSED05,840-5,840-100%$213.5K$0-$213.5K2026-10-27
Raymond James Financial Inc
N/A—135,978-135,978-100%$5.0M———
Bank of America Corp
N/A—117,814-117,814-100%$4.3M———
Morgan Stanley
N/A—103,709-103,709-100%$3.8M———
LPL Financial LLC
N/A—98,597-98,597-100%$3.6M———
Royal Bank of Canada
N/A—94,915-94,915-100%$3.5M———
Goldman Sachs Group Inc
N/A—56,010-56,010-100%$2.0M———
Cetera Investment Advisers
N/A—48,856-48,856-100%$1.8M———
Interactive Financial Advisors, Inc.
N/A—28,440-28,440-100%$1.0M———
Envestnet Asset Management Inc
N/A—22,249-22,249-100%$813.5K———
Arkadios Wealth Advisors
N/A—17,695-17,695-100%$647.0K———
Equitable Holdings, Inc.
N/A—16,317-16,317-100%$596.6K———
Oxinas Partners, LLC
N/A—14,802-14,802-100%$541.2K———
MML Investors Services, LLC
N/A—12,522-12,522-100%$457.8K———
Steward Partners Investment Advisory, LLC
N/A—10,016-10,016-100%$366.2K———
Quantinno Capital Management LP
N/A—9,183-9,183-100%$335.8K———
Osaic Holdings, Inc.
N/A—9,161-9,161-100%$334.9K———
Principal Securities, Inc.
N/A—9,120-9,120-100%$333.5K———
Belpointe Asset Management LLC
N/A—8,645-8,645-100%$316.1K———
Citadel Advisors LLC
N/A—8,421-8,421-100%$307.9K———
Pgim Custom Harvest LLC
N/A—6,603-6,603-100%$241.4K———
UBS Group AG
N/A—4,746-4,746-100%$173.5K———
Arax Advisory Partners
N/A—3,348-3,348-100%$122.4K———
Geneos Wealth Management Inc.
N/A—3,081-3,081-100%$112.6K———
Wells Fargo & Company
N/A—2,149-2,149-100%$78.6K———
Harbour Investments, Inc.
N/A—817-817-100%$29.9K———
FMR LLC
N/A—710-710-100%$26.0K———
BFC Planning, Inc.
N/A—705-705-100%$25.8K———
Bogart Wealth, LLC
N/A—330-330-100%$12.1K———
Keating Financial Advisory Services, Inc.
N/A—303-303-100%$11.1K———
Horizon Investments, LLC
N/A—278-278-100%$10.2K———
JPMorgan Chase & Co
N/A—197-197-100%$7.3K———
AE Wealth Management LLC
N/A—7-7-100%$276———
Financial Gravity Companies, Inc.
N/A—7-7-100%$256———
Showing 54 of 54 institutions