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Invesco S&P 500 Equal Weight (RSPM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Friedenthal Financial
INCREASED
Shares144,400 from 130,830
Change+13,570 (+10%)
Value$5.4M (+$312.0K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares103,680 from 100,176
Change+3,504 (+4%)
Value$3.9M (-$17.1K)
Filed 2026-11-06
Maltin Wealth Management, Inc.
INCREASED
Shares99,477 from 98,546
Change+931 (+1%)
Value$3.7M (-$110.3K)
Filed 2026-10-13
NTV Asset Management LLC
INCREASED
Shares77,086 from 75,711
Change+1,375 (+2%)
Value$2.9M (-$60.2K)
Filed 2026-10-23
Courage Miller Partners, LLC
DECREASED
Shares48,859 from 50,140
Change-1,281 (-3%)
Value$1.8M (-$121.4K)
Filed 2026-10-21
Merit Financial Group, LLC
DECREASED
Shares41,777 from 44,039
Change-2,262 (-5%)
Value$1.6M (-$148.8K)
Filed 2026-11-06
Meitav Investment House LTD
UNCHANGED
Shares32,715 from 32,715
Change0 (0%)
Value$1.2M (-$48.1K)
Filed 2026-10-28
Peak Financial Management, Inc.
DECREASED
Shares24,517 from 24,604
Change-87 (0%)
Value$911.3K (-$39.4K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares23,623 from 23,877
Change-254 (-1%)
Value$878.1K (-$44.6K)
Filed 2026-10-08
McKinley Carter Wealth Services, Inc.
DECREASED
Shares18,183 from 20,739
Change-2,556 (-12%)
Value$675.9K (-$125.5K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares13,282 from 10,675
Change+2,607 (+24%)
Value$493.7K (+$81.2K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares12,997 from 12,789
Change+208 (+2%)
Value$483.0K (-$11.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares12,305 from 12,933
Change-628 (-5%)
Value$457.4K (-$42.3K)
Filed 2026-11-02
Hartford Financial Management Inc.
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$427.5K (-$16.9K)
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares9,825 from 10,436
Change-611 (-6%)
Value$365.2K (-$38.1K)
Filed 2026-11-04
Walker Asset Management, LLC
DECREASED
Shares9,471 from 9,601
Change-130 (-1%)
Value$352.0K (-$18.9K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares7,876 from 7,576
Change+300 (+4%)
Value$292.8K (+$10)
Filed 2026-10-08
Capital Square, LLC
DECREASED
Shares7,248 from 7,878
Change-630 (-8%)
Value$269.4K (-$34.4K)
Filed 2026-10-19
Clearstead Advisors, LLC
DECREASED
Shares6,894 from 7,088
Change-194 (-3%)
Value$256.3K (-$17.6K)
Filed 2026-11-06
Planning Strategies Inc.
INCREASED
Shares6,449 from 6,024
Change+425 (+7%)
Value$239.7K (+$6.9K)
Filed 2026-10-02
Yoder Wealth Management, Inc.
INCREASED
Shares6,144 from 6,069
Change+75 (+1%)
Value$228.4K (-$6.1K)
Filed 2026-10-13
Essential Investment Partners LLC
NEW
Shares5,689
Change+5,689
Value$211.5K
Filed 2026-10-27
Truist Financial Corp
NEW
Shares5,652
Change+5,652
Value$210.1K
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares4,395 from 4,395
Change0 (0%)
Value$169.8K ($0)
Filed 2026-11-06
Key FInancial Inc
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$111.9K (-$4.4K)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,421 from 1,421
Change0 (0%)
Value$52.8K (-$2.1K)
Filed 2026-10-13
Oakworth Capital, Inc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$37.9K (-$1.5K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$37.2K (-$1.5K)
Filed 2026-10-28
Parallel Advisors, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$11.7K (-$462)
Filed 2026-11-03
CX Institutional
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$10 ($0)
Filed 2026-10-02
US Bancorp \de\
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.4K (-$294)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.0K (-$81)
Filed 2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.3K (-$52)
Filed 2026-10-15
AlphaCore Capital LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$855 (-$34)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$5.4K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 308,497
Change-308,497 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 196,181
Change-196,181 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 114,295
Change-114,295 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 79,266
Change-79,266 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 75,951
Change-75,951 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 48,525
Change-48,525 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 34,436
Change-34,436 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 23,085
Change-23,085 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,951
Change-19,951 (-100%)
Value—
UBS Group AG
N/A
Shares— from 17,131
Change-17,131 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,425
Change-13,425 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,096
Change-13,096 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,898
Change-8,898 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,905
Change-6,905 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 783
Change-783 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 476
Change-476 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 350
Change-350 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 63
Change-63 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 48
Change-48 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Friedenthal Financial
INCREASED144,400130,830+13,570+10%$5.1M$5.4M+$312.0K2026-10-27
LPL Financial LLC
INCREASED103,680100,176+3,504+4%$3.9M$3.9M-$17.1K2026-11-06
Maltin Wealth Management, Inc.
INCREASED99,47798,546+931+1%$3.8M$3.7M-$110.3K2026-10-13
NTV Asset Management LLC
INCREASED77,08675,711+1,375+2%$2.9M$2.9M-$60.2K2026-10-23
Courage Miller Partners, LLC
DECREASED48,85950,140-1,281-3%$1.9M$1.8M-$121.4K2026-10-21
Merit Financial Group, LLC
DECREASED41,77744,039-2,262-5%$1.7M$1.6M-$148.8K2026-11-06
Meitav Investment House LTD
UNCHANGED32,71532,71500%$1.3M$1.2M-$48.1K2026-10-28
Peak Financial Management, Inc.
DECREASED24,51724,604-870%$950.8K$911.3K-$39.4K2026-10-16
Farther Finance Advisors, LLC
DECREASED23,62323,877-254-1%$922.6K$878.1K-$44.6K2026-10-08
McKinley Carter Wealth Services, Inc.
DECREASED18,18320,739-2,556-12%$801.4K$675.9K-$125.5K2026-10-16
Creative Financial Designs Inc
INCREASED13,28210,675+2,607+24%$412.5K$493.7K+$81.2K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED12,99712,789+208+2%$494.0K$483.0K-$11.0K2026-11-02
Kestra Advisory Services, LLC
DECREASED12,30512,933-628-5%$499.7K$457.4K-$42.3K2026-11-02
Hartford Financial Management Inc.
UNCHANGED11,50011,50000%$444.4K$427.5K-$16.9K2026-10-21
Lido Advisors, LLC
DECREASED9,82510,436-611-6%$403.3K$365.2K-$38.1K2026-11-04
Walker Asset Management, LLC
DECREASED9,4719,601-130-1%$371.0K$352.0K-$18.9K2026-10-13
First Heartland Consultants, Inc.
INCREASED7,8767,576+300+4%$292.7K$292.8K+$102026-10-08
Capital Square, LLC
DECREASED7,2487,878-630-8%$303.8K$269.4K-$34.4K2026-10-19
Clearstead Advisors, LLC
DECREASED6,8947,088-194-3%$273.9K$256.3K-$17.6K2026-11-06
Planning Strategies Inc.
INCREASED6,4496,024+425+7%$232.8K$239.7K+$6.9K2026-10-02
Yoder Wealth Management, Inc.
INCREASED6,1446,069+75+1%$234.5K$228.4K-$6.1K2026-10-13
Essential Investment Partners LLC
NEW5,689—+5,689——$211.5K—2026-10-27
Truist Financial Corp
NEW5,652—+5,652——$210.1K—2026-10-30
Allworth Financial LP
UNCHANGED4,3954,39500%$169.8K$169.8K$02026-11-06
Key FInancial Inc
UNCHANGED3,0103,01000%$116.3K$111.9K-$4.4K2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED1,4211,42100%$54.9K$52.8K-$2.1K2026-10-13
Oakworth Capital, Inc.
UNCHANGED1,0201,02000%$39.4K$37.9K-$1.5K2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED1,0001,00000%$38.6K$37.2K-$1.5K2026-10-28
Parallel Advisors, LLC
UNCHANGED31431400%$12.1K$11.7K-$4622026-11-03
CX Institutional
UNCHANGED26026000%$10$10$02026-10-02
US Bancorp \de\
UNCHANGED20020000%$7.7K$7.4K-$2942026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED555500%$2.1K$2.0K-$812026-10-27
GHP Investment Advisors, Inc.
UNCHANGED353500%$1.4K$1.3K-$522026-10-15
AlphaCore Capital LLC
UNCHANGED232300%$889$855-$342026-11-04
International Assets Investment Management, LLC
CLOSED0140-140-100%$5.4K$0-$5.4K2026-11-02
Bank of America Corp
N/A—308,497-308,497-100%$11.9M———
Cetera Investment Advisers
N/A—196,181-196,181-100%$7.6M———
Raymond James Financial Inc
N/A—114,295-114,295-100%$4.4M———
Royal Bank of Canada
N/A—79,266-79,266-100%$3.1M———
Morgan Stanley
N/A—75,951-75,951-100%$2.9M———
Pacific SUN Financial Corp
N/A—48,525-48,525-100%$1.9M———
Wells Fargo & Company
N/A—34,436-34,436-100%$1.3M———
Osaic Holdings, Inc.
N/A—23,085-23,085-100%$892.5K———
Private Advisor Group, LLC
N/A—19,951-19,951-100%$770.9K———
UBS Group AG
N/A—17,131-17,131-100%$662.0K———
Harbour Investments, Inc.
N/A—13,425-13,425-100%$518.7K———
Arax Advisory Partners
N/A—13,096-13,096-100%$506.0K———
Envestnet Asset Management Inc
N/A—11,055-11,055-100%$427.2K———
Flputnam Investment Management Co
N/A—10,300-10,300-100%$398.0K———
Jones Financial Companies Lllp
N/A—8,898-8,898-100%$349.2K———
Asset Management Group, Inc.
N/A—8,370-8,370-100%$323.4K———
Susquehanna International Group, LLP
N/A—8,098-8,098-100%$312.9K———
JPMorgan Chase & Co
N/A—7,866-7,866-100%$303.1K———
Summit Financial, LLC
N/A—7,718-7,718-100%$298.2K———
Envestnet Portfolio Solutions, Inc.
N/A—6,905-6,905-100%$266.8K———
Ameritas Advisory Services, LLC
N/A—6,154-6,154-100%$237.8K———
HRT Financial LP
N/A—5,384-5,384-100%$208.0K———
Tower Research Capital LLC (TRC)
N/A—4,473-4,473-100%$172.8K———
FMR LLC
N/A—1,980-1,980-100%$76.5K———
Aptus Capital Advisors, LLC
N/A—1,585-1,585-100%$61.2K———
Blair William & Co
N/A—1,510-1,510-100%$58.3K———
Rockefeller Capital Management L.P.
N/A—1,172-1,172-100%$45.3K———
Steward Partners Investment Advisory, LLC
N/A—975-975-100%$37.7K———
Allied Private Wealth LLC
N/A—858-858-100%$32.6K———
Continuum Advisory, LLC
N/A—855-855-100%$33.0K———
Strategic Wealth Partners, Ltd.
N/A—783-783-100%$30.2K———
AE Wealth Management LLC
N/A—620-620-100%$24.0K———
Northwestern Mutual Wealth Management Co
N/A—500-500-100%$19.3K———
Geneos Wealth Management Inc.
N/A—476-476-100%$18.4K———
PIN OAK Investment Advisors Inc
N/A—350-350-100%$14———
Mark Sheptoff Financial Planning, LLC
N/A—265-265-100%$10.2K———
Hantz Financial Services, Inc.
N/A—150-150-100%$6———
Qube Research & Technologies Ltd
N/A—63-63-100%$2.4K———
Hollencrest Capital Management
N/A—48-48-100%$1.9K———
Financial Gravity Companies, Inc.
N/A—19-19-100%$734———
Measured Wealth Private Client Group, LLC
N/A—10-10-100%$386———
Showing 76 of 76 institutions