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Invesco S&P 500 Equal Weight (RSPM)

CUSIP: 46137V316 | NYSE | 287 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Friedenthal Financial144,400
2.3% of portfolio›$5.4M
Maltin Wealth Management, Inc.99,477
1.2% of portfolio›$3.7M
NTV Asset Management LLC77,086
0.3% of portfolio›$2.9M
Courage Miller Partners, LLC48,859
0.5% of portfolio›$1.8M
Meitav Investment House LTD32,715
0.0% of portfolio›$1.2M
Peak Financial Management, Inc.24,517
0.2% of portfolio›$911.3K
Farther Finance Advisors, LLC23,623
0.0% of portfolio›$878.1K
McKinley Carter Wealth Services, Inc.18,183
0.0% of portfolio›$675.9K
Creative Financial Designs Inc13,282
0.0% of portfolio›$493.7K
Cambridge Investment Research Advisors, Inc.12,997
0.0% of portfolio›$483.0K
Kestra Advisory Services, LLC12,305
0.0% of portfolio›$457.4K
Hartford Financial Management Inc.11,500
0.1% of portfolio›$427.5K
Lido Advisors, LLC9,825
0.0% of portfolio›$365.2K
Walker Asset Management, LLC9,471
0.2% of portfolio›$352.0K
First Heartland Consultants, Inc.7,876
0.0% of portfolio›$292.8K
Capital Square, LLC7,248
0.1% of portfolio›$269.4K
Planning Strategies Inc.6,449
0.1% of portfolio›$239.7K
Yoder Wealth Management, Inc.6,144
0.1% of portfolio›$228.4K
Essential Investment Partners LLC5,689
0.1% of portfolio›$211.5K
Truist Financial Corp5,652
0.0% of portfolio›$210.1K
Key FInancial Inc3,010
0.0% of portfolio›$111.9K
Beacon Investment Advisory Services, Inc.1,421
0.0% of portfolio›$52.8K
Oakworth Capital, Inc.1,020
0.0% of portfolio›$37.9K
Buck Wealth Strategies, LLC1,000
0.0% of portfolio›$37.2K
Parallel Advisors, LLC314
0.0% of portfolio›$11.7K
CX Institutional260
0.0% of portfolio›$10
Comprehensive Financial Planning, Inc.55
0.0% of portfolio›$2.0K
GHP Investment Advisors, Inc.35
0.0% of portfolio›$1.3K
AlphaCore Capital LLC23
0.0% of portfolio›$855
StyleTurnoverLocationFiled
Friedenthal Financial
144,400$5.4M2.3%ETFHighMarlton, NJ2026-10-27
Maltin Wealth Management, Inc.
99,477$3.7M1.2%ETFMediumRidgewood, NJ2026-10-13
NTV Asset Management LLC
77,086$2.9M0.3%GrowthLowCharleston, WV2026-10-23
Courage Miller Partners, LLC
48,859$1.8M0.5%ETFVery LowNorfolk, VA2026-10-21
Meitav Investment House LTD
32,715$1.2M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Peak Financial Management, Inc.
24,517$911.3K0.2%ETFVery LowWellesley, MA2026-10-16
Farther Finance Advisors, LLC
23,623$878.1K0.0%IndexLowSan Francisco, CA2026-10-08
McKinley Carter Wealth Services, Inc.
18,183$675.9K0.0%ETFMediumWheeling, WV2026-10-16
Creative Financial Designs Inc
13,282$493.7K0.0%ETFMediumKokomo, IN2026-11-04
Cambridge Investment Research Advisors, Inc.
12,997$483.0K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
12,305$457.4K0.0%CoreLowAustin, TX2026-11-02
Hartford Financial Management Inc.
11,500$427.5K0.1%CoreLowWest Hartford, CT2026-10-21
Lido Advisors, LLC
9,825$365.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Walker Asset Management, LLC
9,471$352.0K0.2%CoreVery LowSpringfield, MO2026-10-13
First Heartland Consultants, Inc.
7,876$292.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Capital Square, LLC
7,248$269.4K0.1%YieldMediumAthens, TN2026-10-19
Planning Strategies Inc.
6,449$239.7K0.1%ETFN/ALancaster, PA2026-10-02
Yoder Wealth Management, Inc.
6,144$228.4K0.1%ETFLowWalnut Creek, CA2026-10-13
Essential Investment Partners LLC
5,689$211.5K0.1%GrowthLowEnglewood, CO2026-10-27
Truist Financial Corp
5,652$210.1K0.0%CoreLowCharlotte, NC2026-10-30
Key FInancial Inc
3,010$111.9K0.0%ETFLowWest Chester, PA2026-11-02
Beacon Investment Advisory Services, Inc.
1,421$52.8K0.0%GrowthLowMorristown, NJ2026-10-13
Oakworth Capital, Inc.
1,020$37.9K0.0%ETFLowBirmingham, AL2026-10-26
Buck Wealth Strategies, LLC
1,000$37.2K0.0%ValueMediumDenver, CO2026-10-28
Parallel Advisors, LLC
314$11.7K0.0%IndexLowSan Francisco, CA2026-11-03
CX Institutional
260$100.0%CoreMediumAuburn, IN2026-10-02
Comprehensive Financial Planning, Inc.
55$2.0K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
GHP Investment Advisors, Inc.
35$1.3K0.0%CoreVery LowDenver, CO2026-10-15
AlphaCore Capital LLC
23$8550.0%ETFLowLa Jolla, CA2026-11-04