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Invesco S&P 500 Equal Weight (RSPN)

CUSIP: 46137V324 | NYSE | 384 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Meitav Investment House LTD376,731
0.1% of portfolio›$21.8M
Davis Investment Partners, LLC269,550
4.8% of portfolio›$15.6M
Wealthcare Advisory Partners LLC179,391
0.2% of portfolio›$10.4M
Carmel Capital Management L.L.C.173,445
2.4% of portfolio›$10.0M
Bank of New York Mellon Corp119,956
0.0% of portfolio›$6.9M
TigerOak Management, L.L.C.109,827
1.7% of portfolio›$6.4M
Kestra Advisory Services, LLC80,048
0.0% of portfolio›$4.6M
TKG Advisors, LLC75,351
1.5% of portfolio›$4.4M
Wealth Enhancement Advisory Services, LLC68,138
0.0% of portfolio›$4.0M
Sage Advisory Services, Ltd.Co.61,629
1.9% of portfolio›$3.6M
Farther Finance Advisors, LLC59,107
0.0% of portfolio›$3.4M
Harbor Asset Planning, Inc.57,150
2.5% of portfolio›$3.3M
G&S Capital LLC56,792
1.0% of portfolio›$3.3M
Joseph P. Lucia & Associates, LLC46,473
0.8% of portfolio›$2.7M
Choice Wealth Advisors LLC41,753
0.8% of portfolio›$2.4M
Treasure Coast Financial Planning41,120
1.1% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.31,048
0.0% of portfolio›$1.8M
Friedenthal Financial29,505
0.7% of portfolio›$1.7M
FDx Advisors, Inc.27,507
1.9% of portfolio›$1.6M
Live Oak Investment Partners24,573
0.8% of portfolio›$1.4M
Diversify Advisory Services, LLC24,431
0.0% of portfolio›$1.4M
Diversify Wealth Management, LLC24,431
0.0% of portfolio›$1.4M
Walker Asset Management, LLC24,243
0.7% of portfolio›$1.4M
Lido Advisors, LLC23,749
0.0% of portfolio›$1.4M
Burns Matteson Capital Management, LLC23,739
0.5% of portfolio›$1.4M
Brick & Kyle, Associates20,243
0.4% of portfolio›$1.2M
Brown Miller Wealth Management, LLC16,872
0.2% of portfolio›$977.2K
Clear Creek Financial Management, LLC15,609
0.1% of portfolio›$904.1K
Annex Advisory Services, LLC13,845
0.0% of portfolio›$801.9K
Brian LOW Financial Group, LLC13,781
0.4% of portfolio›$798.2K
First Heartland Consultants, Inc.11,386
0.0% of portfolio›$659.5K
Truist Financial Corp10,677
0.0% of portfolio›$618.4K
Capital Wealth Alliance, LLC9,443
0.2% of portfolio›$546.9K
Signature Estate & Investment Advisors LLC9,336
0.0% of portfolio›$540.7K
Focus Financial Network, Inc.9,213
0.0% of portfolio›$533.6K
Victory Financial Group, LLC7,909
0.0% of portfolio›$458.1K
McAdam, LLC7,905
0.0% of portfolio›$457.9K
Grey Fox Wealth Advisors, LLC7,608
0.1% of portfolio›$440.7K
Private Trust Co NA6,702
0.0% of portfolio›$388.2K
Simplicity Wealth,LLC6,669
0.0% of portfolio›$386.3K
Interchange Capital Partners, LLC6,568
0.1% of portfolio›$380.4K
Commonwealth Equity Services, LLC6,152
0.0% of portfolio›$356.3K
Colonial River Investments, LLC5,735
0.1% of portfolio›$332.2K
YHB Investment Advisors, Inc.5,601
0.0% of portfolio›$324.4K
Oppenheimer & Co Inc5,245
0.0% of portfolio›$303.8K
Jacobi Capital Management LLC5,216
0.0% of portfolio›$302.1K
Yoder Wealth Management, Inc.4,527
0.1% of portfolio›$262.2K
Capital Investment Advisory Services, LLC4,498
0.0% of portfolio›$260.5K
Spire Wealth Management4,461
0.0% of portfolio›$258.4K
Concurrent Investment Advisors, LLC4,461
0.0% of portfolio›$258.4K
Calamos Wealth Management LLC4,387
0.0% of portfolio›$254.1K
Flagship Harbor Advisors, LLC4,275
0.0% of portfolio›$247.6K
Perryman Financial Advisory Inc4,147
0.0% of portfolio›$240.2K
Financial Partners Group, Inc3,855
0.0% of portfolio›$223.3K
PFG Advisors3,672
0.0% of portfolio›$212.7K
Park Avenue Securities LLC3,650
0.0% of portfolio›$211.0K
Comprehensive Financial Consultants Institutional, Inc.3,645
0.1% of portfolio›$211.1K
StoneX Group Inc.3,641
0.0% of portfolio›$217.1K
Tradewinds Capital Management, LLC2,985
0.0% of portfolio›$172.9K
Key FInancial Inc2,630
0.0% of portfolio›$152.3K
Fifth Third Bancorp2,111
0.0% of portfolio›$122.3K
US Bancorp \de\1,971
0.0% of portfolio›$114.2K
Advanced Asset Management Advisors Inc1,111
0.0% of portfolio›$64.3K
Ashton Thomas Private Wealth, LLC861
0.0% of portfolio›$49.9K
Parallel Advisors, LLC731
0.0% of portfolio›$42.3K
Hilton Head Capital Partners, LLC586
0.0% of portfolio›$33.9K
Montag A & Associates Inc535
0.0% of portfolio›$31.0K
CX Institutional371
0.0% of portfolio›$21
Lanark Financial, Inc.357
0.0% of portfolio›$20.7K
Wagner Wealth Management, LLC252
0.0% of portfolio›$14.6K
Citigroup Inc200
0.0% of portfolio›$11.6K
Portfolio Resources Advisor Group, Inc.173
0.0% of portfolio›$10.0K
AlphaCore Capital LLC139
0.0% of portfolio›$8.1K
Simplex Trading, LLC115
0.0% of portfolio›$6.7K
Assetmark, Inc113
0.0% of portfolio›$6.5K
Cape Investment Advisory, Inc.70
0.0% of portfolio›$4.1K
Bfsg, LLC65
0.0% of portfolio›$3.8K
Trust Co of Vermont50
0.0% of portfolio›$2.9K
City State Bank15
0.0% of portfolio›$869
Signature Equity Partners, LLC2
0.0% of portfolio›$116
StyleTurnoverLocationFiled
Meitav Investment House LTD
376,731$21.8M0.1%ETFMediumBene-Beraq, Luxembourg2026-10-28
Davis Investment Partners, LLC
269,550$15.6M4.8%ETFLowCharlotte, NC2026-11-05
Wealthcare Advisory Partners LLC
179,391$10.4M0.2%ETFLowWest Chester, PA2026-10-21
Carmel Capital Management L.L.C.
173,445$10.0M2.4%GARPVery LowCarmel, CA2026-10-30
Bank of New York Mellon Corp
119,956$6.9M0.0%CoreLowNew York, NY2026-11-05
TigerOak Management, L.L.C.
109,827$6.4M1.7%GrowthVery LowNashville, TN2026-10-23
Kestra Advisory Services, LLC
80,048$4.6M0.0%CoreLowAustin, TX2026-11-02
TKG Advisors, LLC
75,351$4.4M1.5%MomentumMediumValparaiso, IN2026-11-02
Wealth Enhancement Advisory Services, LLC
68,138$4.0M0.0%CoreLowPlymouth, MN2026-10-13
Sage Advisory Services, Ltd.Co.
61,629$3.6M1.9%ETFMediumAustin, TX2026-10-29
Farther Finance Advisors, LLC
59,107$3.4M0.0%IndexLowSan Francisco, CA2026-10-08
Harbor Asset Planning, Inc.
57,150$3.3M2.5%ETFVery LowBelmont, MA2026-10-23
G&S Capital LLC
56,792$3.3M1.0%CoreMediumDenver, CO2026-10-23
Joseph P. Lucia & Associates, LLC
46,473$2.7M0.8%ETFVery LowYorktown Heights, NY2026-10-30
Choice Wealth Advisors LLC
41,753$2.4M0.8%ETFMediumWaterville, ME2026-10-16
Treasure Coast Financial Planning
41,120$2.4M1.1%ETFVery LowVero Beach, FL2026-11-03
Cambridge Investment Research Advisors, Inc.
31,048$1.8M0.0%ETFLowFairfield, IA2026-11-02
Friedenthal Financial
29,505$1.7M0.7%ETFHighMarlton, NJ2026-10-27
FDx Advisors, Inc.
27,507$1.6M1.9%ETFMediumBerwyn, PA2026-11-05
Live Oak Investment Partners
24,573$1.4M0.8%ETFMediumAustin, TX2026-10-23
Diversify Advisory Services, LLC
24,431$1.4M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
24,431$1.4M0.0%GrowthMediumSandy, UT2026-10-20
Walker Asset Management, LLC
24,243$1.4M0.7%CoreVery LowSpringfield, MO2026-10-13
Lido Advisors, LLC
23,749$1.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Burns Matteson Capital Management, LLC
23,739$1.4M0.5%CoreMediumCorning, NY2026-10-16
Brick & Kyle, Associates
20,243$1.2M0.4%GrowthLowNewtown, PA2026-11-05
Brown Miller Wealth Management, LLC
16,872$977.2K0.2%GrowthLowMclean, VA2026-11-02
Clear Creek Financial Management, LLC
15,609$904.1K0.1%ETFMediumSilverdale, WA2026-10-28
Annex Advisory Services, LLC
13,845$801.9K0.0%GrowthHighBrookfield, WI2026-10-16
Brian LOW Financial Group, LLC
13,781$798.2K0.4%CoreMediumBaton Rouge, LA2026-10-28
First Heartland Consultants, Inc.
11,386$659.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Truist Financial Corp
10,677$618.4K0.0%CoreLowCharlotte, NC2026-10-30
Capital Wealth Alliance, LLC
9,443$546.9K0.2%CoreLowScottsdale, AZ2026-10-20
Signature Estate & Investment Advisors LLC
9,336$540.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Focus Financial Network, Inc.
9,213$533.6K0.0%ETFLowMinneapolis, MN2026-10-14
Victory Financial Group, LLC
7,909$458.1K0.0%ETFLowAustin, TX2026-10-27
McAdam, LLC
7,905$457.9K0.0%ETFLowPhiladelphia, PA2026-10-21
Grey Fox Wealth Advisors, LLC
7,608$440.7K0.1%ETFLowRockland, DE2026-11-03
Private Trust Co NA
6,702$388.2K0.0%CoreLowCleveland, OH2026-10-20
Simplicity Wealth,LLC
6,669$386.3K0.0%ETFLowSummit, NJ2026-10-23
Interchange Capital Partners, LLC
6,568$380.4K0.1%GrowthLowPittsburgh, PA2026-10-28
Commonwealth Equity Services, LLC
6,152$356.3K0.0%ETFLowWaltham, MA2026-11-02
Colonial River Investments, LLC
5,735$332.2K0.1%GrowthMediumMidlothian, VA2026-10-19
YHB Investment Advisors, Inc.
5,601$324.4K0.0%GrowthLowWest Hartford, CT2026-10-08
Oppenheimer & Co Inc
5,245$303.8K0.0%CoreLowNew York, NY2026-10-26
Jacobi Capital Management LLC
5,216$302.1K0.0%CoreLowPittston, PA2026-11-05
Yoder Wealth Management, Inc.
4,527$262.2K0.1%ETFLowWalnut Creek, CA2026-10-13
Capital Investment Advisory Services, LLC
4,498$260.5K0.0%CoreMediumRaleigh, NC2026-10-30
Spire Wealth Management
4,461$258.4K0.0%GrowthMediumMclean, VA2026-10-30
Concurrent Investment Advisors, LLC
4,461$258.4K0.0%GrowthMediumTampa, FL2026-10-16
Calamos Wealth Management LLC
4,387$254.1K0.0%GrowthMediumNaperville, IL2026-11-02
Flagship Harbor Advisors, LLC
4,275$247.6K0.0%ETFMediumBoston, MA2026-10-26
Perryman Financial Advisory Inc
4,147$240.2K0.0%GrowthVery LowDallas, TX2026-10-16
Financial Partners Group, Inc
3,855$223.3K0.0%ETFLowOverland Park, KS2026-10-19
PFG Advisors
3,672$212.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Park Avenue Securities LLC
3,650$211.0K0.0%ETFMediumNew York, NY2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
3,645$211.1K0.1%CoreMediumBloomington, IN2026-10-15
StoneX Group Inc.
3,641$217.1K0.0%ETFMediumNew York, NY2026-11-03
Tradewinds Capital Management, LLC
2,985$172.9K0.0%ETFVery HighBellingham, WA2026-10-23
Key FInancial Inc
2,630$152.3K0.0%ETFLowWest Chester, PA2026-11-02
Fifth Third Bancorp
2,111$122.3K0.0%IndexVery LowCincinnati, OH2026-11-05
US Bancorp \de\
1,971$114.2K0.0%IndexLowMinneapolis, MN2026-11-05
Advanced Asset Management Advisors Inc
1,111$64.3K0.0%CoreVery LowDublin, OH2026-10-20
Ashton Thomas Private Wealth, LLC
861$49.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Parallel Advisors, LLC
731$42.3K0.0%IndexLowSan Francisco, CA2026-11-03
Hilton Head Capital Partners, LLC
586$33.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Montag A & Associates Inc
535$31.0K0.0%CoreLowAtlanta, GA2026-10-29
CX Institutional
371$210.0%CoreMediumAuburn, IN2026-10-02
Lanark Financial, Inc.
357$20.7K0.0%CoreMediumBirmingham, AL2026-10-26
Wagner Wealth Management, LLC
252$14.6K0.0%ETFLowGreenville, SC2026-10-21
Citigroup Inc
200$11.6K0.0%CoreMediumNew York, NY2026-11-04
Portfolio Resources Advisor Group, Inc.
173$10.0K0.0%ETFMediumCoral Gables, FL2026-10-20
AlphaCore Capital LLC
139$8.1K0.0%ETFLowLa Jolla, CA2026-11-04
Simplex Trading, LLC
115$6.7K0.0%CoreVery HighChicago, IL2026-11-04
Assetmark, Inc
113$6.5K0.0%ETFLowConcord, CA2026-10-21
Cape Investment Advisory, Inc.
70$4.1K0.0%ETFLowMcdonough, GA2026-10-13
Bfsg, LLC
65$3.8K0.0%CoreLowIrvine, CA2026-10-30
Trust Co of Vermont
50$2.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
City State Bank
15$8690.0%GrowthVery LowNorwalk, IA2026-10-20
Signature Equity Partners, LLC
2$1160.0%GrowthMediumColumbus, OH2026-10-29