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Invesco S&P 500 Equal Weight (RSPH)

CUSIP: 46137V332 | NYSE | 535 institutional holders

Quarters

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

Walled Lake Planning & Wealth Management, LLC463,995
4.1% of portfolio›$17.2M
Valley Wealth Managers, Inc.204,137
0.4% of portfolio›$7.6M
Friedenthal Financial139,374
2.2% of portfolio›$5.2M
Farther Finance Advisors, LLC126,615
0.0% of portfolio›$4.7M
Focus Financial Network, Inc.126,146
0.1% of portfolio›$4.7M
Joseph P. Lucia & Associates, LLC112,240
1.2% of portfolio›$4.2M
Commonwealth Equity Services, LLC101,825
0.0% of portfolio›$3.8M
Creative Planning74,547
0.0% of portfolio›$2.8M
Yoder Wealth Management, Inc.71,589
1.0% of portfolio›$2.6M
Rainey & Randall Wealth Advisors Inc.64,283
0.3% of portfolio›$2.4M
Hartford Financial Management Inc.55,791
0.5% of portfolio›$2.1M
Peak Financial Management, Inc.55,426
0.5% of portfolio›$2.1M
Ironsides Asset Advisors, LLC45,808
0.4% of portfolio›$1.7M
Walker Asset Management, LLC44,448
0.8% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.40,638
0.0% of portfolio›$1.5M
Biltmore Family Office, LLC37,200
0.2% of portfolio›$1.4M
Lido Advisors, LLC33,088
0.0% of portfolio›$1.2M
FSA Wealth Partners, Inc.30,299
0.3% of portfolio›$1.1M
Red Mountain Financial, LLC27,705
0.9% of portfolio›$1.0M
Choreo, LLC22,780
0.0% of portfolio›$843.1K
Sensible Money, LLC21,559
0.2% of portfolio›$797.9K
Asset Dedication, LLC21,559
0.0% of portfolio›$797.9K
Wakefield Asset Management Lllp21,182
0.2% of portfolio›$783.9K
Oppenheimer & Co Inc19,520
0.0% of portfolio›$722.4K
First Heartland Consultants, Inc.18,801
0.0% of portfolio›$695.8K
Kestra Advisory Services, LLC16,477
0.0% of portfolio›$609.8K
Avidian Wealth Enterprises, LLC15,640
0.0% of portfolio›$578.8K
Perryman Financial Advisory Inc14,856
0.1% of portfolio›$549.8K
Harbor Asset Planning, Inc.14,674
0.4% of portfolio›$543.0K
Dhjj Financial Advisors, Ltd.14,560
0.2% of portfolio›$538.9K
CRA Financial Services, LLC14,084
0.1% of portfolio›$521.3K
Signature Estate & Investment Advisors LLC13,250
0.0% of portfolio›$490.4K
Elmwood Wealth Management, Inc.12,381
0.1% of portfolio›$458.2K
Ellis Investment Partners, LLC12,367
0.1% of portfolio›$457.7K
StoneX Group Inc.12,015
0.0% of portfolio›$445.9K
Koshinski Asset Management, Inc.11,556
0.0% of portfolio›$427.7K
Cooper Financial Group11,499
0.0% of portfolio›$425.6K
McAdam, LLC11,219
0.0% of portfolio›$415.2K
Wealth Enhancement Advisory Services, LLC10,968
0.0% of portfolio›$405.4K
Linscomb Wealth, Inc.10,931
0.0% of portfolio›$404.6K
Indivisible Partners10,123
0.0% of portfolio›$374.6K
Blue Sky Capital Consultants Group, Inc.9,464
0.1% of portfolio›$350.3K
Avaii Wealth Management, LLC9,086
0.1% of portfolio›$332.7K
Wagner Wealth Management, LLC8,074
0.1% of portfolio›$298.8K
Riggs Asset Managment Co. Inc.7,698
0.1% of portfolio›$284.9K
Targeted Financial Services LLC7,474
0.2% of portfolio›$276.6K
Segment Wealth Management, LLC7,000
0.0% of portfolio›$259.1K
ProCore Advisors, LLC6,970
0.3% of portfolio›$258.0K
Davenport & Co LLC6,855
0.0% of portfolio›$253.7K
Trinity Financial Advisors LLC6,846
0.1% of portfolio›$253.4K
Prospera Financial Services Inc6,843
0.0% of portfolio›$271.6K
International Private Wealth Advisors LLC6,478
0.1% of portfolio›$239.7K
Crescent Sterling, Ltd.6,227
0.2% of portfolio›$230.5K
Kestra Private Wealth Services, LLC6,128
0.0% of portfolio›$226.8K
S&A Financial Services, Inc.6,059
0.1% of portfolio›$224.3K
Dynamic Advisor Solutions LLC5,957
0.0% of portfolio›$220.5K
Acorn Wealth Advisors, LLC5,833
0.1% of portfolio›$215.9K
Facet Wealth, Inc.5,775
0.0% of portfolio›$213.7K
CX Institutional5,597
0.0% of portfolio›$207
Harbor Investment Advisory, LLC5,300
0.0% of portfolio›$196.2K
Legacy Bridge, LLC5,210
0.1% of portfolio›$192.8K
Atwood & Palmer Inc4,166
0.0% of portfolio›$154.2K
Silver Grove Financial Group, Inc.4,080
0.1% of portfolio›$151.0K
Bayban4,000
0.1% of portfolio›$132.8K
Citigroup Inc3,316
0.0% of portfolio›$122.7K
Joseph Group Capital Management3,278
0.0% of portfolio›$121.3K
Montag A & Associates Inc3,255
0.0% of portfolio›$120.5K
Valley National Advisers Inc3,020
0.0% of portfolio›$111.8K
Parkside Financial Bank & Trust2,910
0.0% of portfolio›$107.7K
IFP Advisors, Inc2,504
0.0% of portfolio›$92.7K
Jacobi Capital Management LLC1,634
0.0% of portfolio›$60.5K
Bokf, NA1,365
0.0% of portfolio›$50.5K
Mather Group, Llc.1,000
0.0% of portfolio›$37.0K
Hazlett, Burt & Watson, Inc.1,000
0.0% of portfolio›$38
US Bancorp \de\920
0.0% of portfolio›$34.0K
Lodestone Wealth Management LLC873
0.0% of portfolio›$32.3K
Compass Financial Management LLC873
0.0% of portfolio›$32.3K
CoreCap Advisors, LLC830
0.0% of portfolio›$30.7K
AlphaCore Capital LLC779
0.0% of portfolio›$28.8K
Fifth Third Bancorp764
0.0% of portfolio›$28.3K
Lanark Financial, Inc.719
0.0% of portfolio›$26.6K
Pacific Center for Financial Services707
0.0% of portfolio›$26.2K
First Bancorp, Inc660
0.0% of portfolio›$24.4K
Signature Equity Partners, LLC475
0.0% of portfolio›$17.6K
Rossby Financial, LCC400
0.0% of portfolio›$14.8K
Parallel Advisors, LLC190
0.0% of portfolio›$7.0K
Physician Wealth Advisors, Inc.130
0.0% of portfolio›$4.8K
First Financial Corp50
0.0% of portfolio›$1.9K
Assetmark, Inc0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Walled Lake Planning & Wealth Management, LLC
463,995$17.2M4.1%ETFLowHighland Park, IL2026-10-29
Valley Wealth Managers, Inc.
204,137$7.6M0.4%GARPMediumParamus, NJ2026-10-09
Friedenthal Financial
139,374$5.2M2.2%ETFHighMarlton, NJ2026-10-27
Farther Finance Advisors, LLC
126,615$4.7M0.0%IndexLowSan Francisco, CA2026-10-08
Focus Financial Network, Inc.
126,146$4.7M0.1%ETFLowMinneapolis, MN2026-10-14
Joseph P. Lucia & Associates, LLC
112,240$4.2M1.2%ETFVery LowYorktown Heights, NY2026-10-30
Commonwealth Equity Services, LLC
101,825$3.8M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
74,547$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Yoder Wealth Management, Inc.
71,589$2.6M1.0%ETFLowWalnut Creek, CA2026-10-13
Rainey & Randall Wealth Advisors Inc.
64,283$2.4M0.3%ETFVery LowCelebration, FL2026-10-26
Hartford Financial Management Inc.
55,791$2.1M0.5%CoreLowWest Hartford, CT2026-10-21
Peak Financial Management, Inc.
55,426$2.1M0.5%ETFVery LowWellesley, MA2026-10-16
Ironsides Asset Advisors, LLC
45,808$1.7M0.4%ETFVery LowRocky Mount, NC2026-10-20
Walker Asset Management, LLC
44,448$1.6M0.8%CoreVery LowSpringfield, MO2026-10-13
Cambridge Investment Research Advisors, Inc.
40,638$1.5M0.0%ETFLowFairfield, IA2026-11-02
Biltmore Family Office, LLC
37,200$1.4M0.2%GrowthLowCharlotte, NC2026-11-03
Lido Advisors, LLC
33,088$1.2M0.0%GrowthLowLos Angeles, CA2026-11-04
FSA Wealth Partners, Inc.
30,299$1.1M0.3%ETFHighRockville, MD2026-10-26
Red Mountain Financial, LLC
27,705$1.0M0.9%ETFLowFort Collins, CO2026-11-03
Choreo, LLC
22,780$843.1K0.0%IndexLowRockford, IL2026-10-28
Sensible Money, LLC
21,559$797.9K0.2%ETFVery LowScottsdale, AZ2026-10-20
Asset Dedication, LLC
21,559$797.9K0.0%ETFLowSan Francisco, CA2026-11-03
Wakefield Asset Management Lllp
21,182$783.9K0.2%ValueMediumEnglewood, CO2026-11-05
Oppenheimer & Co Inc
19,520$722.4K0.0%CoreLowNew York, NY2026-10-26
First Heartland Consultants, Inc.
18,801$695.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Kestra Advisory Services, LLC
16,477$609.8K0.0%CoreLowAustin, TX2026-11-02
Avidian Wealth Enterprises, LLC
15,640$578.8K0.0%ETFLowHouston, TX2026-10-08
Perryman Financial Advisory Inc
14,856$549.8K0.1%GrowthVery LowDallas, TX2026-10-16
Harbor Asset Planning, Inc.
14,674$543.0K0.4%ETFVery LowBelmont, MA2026-10-23
Dhjj Financial Advisors, Ltd.
14,560$538.9K0.2%ETFVery LowNaperville, IL2026-10-23
CRA Financial Services, LLC
14,084$521.3K0.1%ETFVery LowNorthfield, NJ2026-10-16
Signature Estate & Investment Advisors LLC
13,250$490.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Elmwood Wealth Management, Inc.
12,381$458.2K0.1%ETFLowBerkeley, CA2026-10-14
Ellis Investment Partners, LLC
12,367$457.7K0.1%ETFLowBerwyn, PA2026-10-21
StoneX Group Inc.
12,015$445.9K0.0%ETFMediumNew York, NY2026-11-03
Koshinski Asset Management, Inc.
11,556$427.7K0.0%ETFLowDecatur, IL2026-10-29
Cooper Financial Group
11,499$425.6K0.0%GrowthMediumIrvine, CA2026-10-07
McAdam, LLC
11,219$415.2K0.0%ETFLowPhiladelphia, PA2026-10-21
Wealth Enhancement Advisory Services, LLC
10,968$405.4K0.0%CoreLowPlymouth, MN2026-10-13
Linscomb Wealth, Inc.
10,931$404.6K0.0%ETFLowHouston, TX2026-11-05
Indivisible Partners
10,123$374.6K0.0%GrowthMediumClearwater, FL2026-10-26
Blue Sky Capital Consultants Group, Inc.
9,464$350.3K0.1%GrowthMediumPoway, CA2026-10-13
Avaii Wealth Management, LLC
9,086$332.7K0.1%ETFMediumAppleton, WI2026-10-09
Wagner Wealth Management, LLC
8,074$298.8K0.1%ETFLowGreenville, SC2026-10-21
Riggs Asset Managment Co. Inc.
7,698$284.9K0.1%GrowthMediumDallas, PA2026-11-05
Targeted Financial Services LLC
7,474$276.6K0.2%ETFLowSeminole, FL2026-10-19
Segment Wealth Management, LLC
7,000$259.1K0.0%CoreLowHouston, TX2026-10-26
ProCore Advisors, LLC
6,970$258.0K0.3%GARPLowNewport Beach, CA2026-10-14
Davenport & Co LLC
6,855$253.7K0.0%CoreMediumRichmond, VA2026-10-14
Trinity Financial Advisors LLC
6,846$253.4K0.1%ETFLowColumbus, OH2026-10-09
Prospera Financial Services Inc
6,843$271.6K0.0%CoreMediumDallas, TX2026-11-04
International Private Wealth Advisors LLC
6,478$239.7K0.1%CoreMediumSan Diego, CA2026-11-05
Crescent Sterling, Ltd.
6,227$230.5K0.2%CoreLowMetairie, LA2026-10-16
Kestra Private Wealth Services, LLC
6,128$226.8K0.0%GrowthLowAustin, TX2026-10-30
S&A Financial Services, Inc.
6,059$224.3K0.1%ETFN/AOverland Park, KS2026-11-03
Dynamic Advisor Solutions LLC
5,957$220.5K0.0%ETFLowPhoenix, AZ2026-10-13
Acorn Wealth Advisors, LLC
5,833$215.9K0.1%ETFLowGrand Blanc, MI2026-10-19
Facet Wealth, Inc.
5,775$213.7K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
CX Institutional
5,597$2070.0%CoreMediumAuburn, IN2026-10-02
Harbor Investment Advisory, LLC
5,300$196.2K0.0%GrowthLowLutherville, MD2026-10-13
Legacy Bridge, LLC
5,210$192.8K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
Atwood & Palmer Inc
4,166$154.2K0.0%CoreVery LowKansas City, MO2026-10-08
Silver Grove Financial Group, Inc.
4,080$151.0K0.1%CoreMediumOrchard Park, NY2026-11-05
Bayban
4,000$132.8K0.1%ValueLowBayport, MN2026-11-05
Citigroup Inc
3,316$122.7K0.0%CoreMediumNew York, NY2026-11-04
Joseph Group Capital Management
3,278$121.3K0.0%ETFLowColumbus, OH2026-11-04
Montag A & Associates Inc
3,255$120.5K0.0%CoreLowAtlanta, GA2026-10-29
Valley National Advisers Inc
3,020$111.8K0.0%ETFLowBethlehem, PA2026-10-23
Parkside Financial Bank & Trust
2,910$107.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
2,504$92.7K0.0%GrowthLowTampa, FL2026-10-16
Jacobi Capital Management LLC
1,634$60.5K0.0%CoreLowPittston, PA2026-11-05
Bokf, NA
1,365$50.5K0.0%CoreLowTulsa, OK2026-10-27
Mather Group, Llc.
1,000$37.0K0.0%ETFMediumChicago, IL2026-10-14
Hazlett, Burt & Watson, Inc.
1,000$380.0%CoreVery LowWheeling, WV2026-11-04
US Bancorp \de\
920$34.0K0.0%IndexLowMinneapolis, MN2026-11-05
Lodestone Wealth Management LLC
873$32.3K0.0%CoreLowSpokane, WA2026-10-14
Compass Financial Management LLC
873$32.3K0.0%CoreN/ATampa, FL2026-10-30
CoreCap Advisors, LLC
830$30.7K0.0%ETFMediumSouthfield, MI2026-10-08
AlphaCore Capital LLC
779$28.8K0.0%ETFLowLa Jolla, CA2026-11-04
Fifth Third Bancorp
764$28.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Lanark Financial, Inc.
719$26.6K0.0%CoreMediumBirmingham, AL2026-10-26
Pacific Center for Financial Services
707$26.2K0.0%ETFMediumDanville, CA2026-10-15
First Bancorp, Inc
660$24.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
Signature Equity Partners, LLC
475$17.6K0.0%GrowthMediumColumbus, OH2026-10-29
Rossby Financial, LCC
400$14.8K0.0%ETFMediumMelbourne, FL2026-11-05
Parallel Advisors, LLC
190$7.0K0.0%IndexLowSan Francisco, CA2026-11-03
Physician Wealth Advisors, Inc.
130$4.8K0.0%ETFMediumMidvale, UT2026-10-20
First Financial Corp
50$1.9K0.0%CoreVery LowTerre Haute, IN2026-10-13
Assetmark, Inc
0$120.0%ETFLowConcord, CA2026-10-21