IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco S&P 500 Equal Weight (RSPF)

CUSIP: 46137V340 | NYSE | 359 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Joseph Group Capital Management110,351
1.5% of portfolio›$8.5M
Joseph P. Lucia & Associates, LLC78,533
1.8% of portfolio›$6.1M
Davis Investment Partners, LLC66,598
1.6% of portfolio›$5.2M
Allen Capital Group, LLC50,216
0.3% of portfolio›$3.9M
Farther Finance Advisors, LLC48,242
0.0% of portfolio›$3.7M
Yoder Wealth Management, Inc.45,773
1.3% of portfolio›$3.5M
Arkansas Financial Group, Inc.35,454
0.4% of portfolio›$2.7M
WestEnd Advisors, LLC32,577
0.1% of portfolio›$2.5M
Walker Asset Management, LLC21,177
0.8% of portfolio›$1.6M
Lido Advisors, LLC13,261
0.0% of portfolio›$1.0M
Commonwealth Equity Services, LLC12,612
0.0% of portfolio›$976.3K
Focus Financial Network, Inc.10,324
0.0% of portfolio›$799.1K
Mission Wealth Management, LP9,127
0.0% of portfolio›$706.5K
Creative Planning7,994
0.0% of portfolio›$618.8K
Perryman Financial Advisory Inc7,953
0.1% of portfolio›$615.6K
Friedenthal Financial7,873
0.3% of portfolio›$609.4K
Kestra Advisory Services, LLC5,942
0.0% of portfolio›$459.9K
BIP Wealth, LLC5,223
0.0% of portfolio›$404.3K
Asset One Wealth Management LLC4,935
0.0% of portfolio›$382.0K
Cambridge Investment Research Advisors, Inc.4,835
0.0% of portfolio›$374.0K
Harbor Asset Planning, Inc.4,795
0.3% of portfolio›$371.1K
Axxcess Wealth Management, LLC4,131
0.0% of portfolio›$319.8K
Indivisible Partners3,598
0.0% of portfolio›$278.5K
Wealth Enhancement Advisory Services, LLC3,205
0.0% of portfolio›$252.2K
MGO One Seven LLC2,973
0.0% of portfolio›$230.1K
Wealthcare Advisory Partners LLC2,768
0.0% of portfolio›$214.3K
McAdam, LLC2,718
0.0% of portfolio›$210.4K
Vaquero Private Wealth, LTD1,957
0.0% of portfolio›$151.5K
Mondrian Investment Partners LTD1,752
0.0% of portfolio›$139.3K
AlphaCore Capital LLC798
0.0% of portfolio›$61.8K
Private Trust Co NA564
0.0% of portfolio›$43.7K
CX Institutional515
0.0% of portfolio›$40
Reicon Wealth Advisors, LLC344
0.0% of portfolio›$26.6K
IFP Advisors, Inc331
0.0% of portfolio›$25.6K
Mcdonald Partners LLC314
0.0% of portfolio›$24.3K
Dhjj Financial Advisors, Ltd.270
0.0% of portfolio›$20.9K
Princeton Global Asset Management LLC137
0.0% of portfolio›$10.6K
Signaturefd, LLC131
0.0% of portfolio›$10.1K
Comprehensive Financial Planning, Inc.108
0.0% of portfolio›$8.4K
City State Bank15
0.0% of portfolio›$1.2K
Moisand Fitzgerald Tamayo, LLC3
0.0% of portfolio›$233
StyleTurnoverLocationFiled
Joseph Group Capital Management
110,351$8.5M1.5%ETFLowColumbus, OH2026-11-04
Joseph P. Lucia & Associates, LLC
78,533$6.1M1.8%ETFVery LowYorktown Heights, NY2026-10-30
Davis Investment Partners, LLC
66,598$5.2M1.6%ETFLowCharlotte, NC2026-11-05
Allen Capital Group, LLC
50,216$3.9M0.3%CoreLowGrand Island, NE2026-10-27
Farther Finance Advisors, LLC
48,242$3.7M0.0%IndexLowSan Francisco, CA2026-10-08
Yoder Wealth Management, Inc.
45,773$3.5M1.3%ETFLowWalnut Creek, CA2026-10-13
Arkansas Financial Group, Inc.
35,454$2.7M0.4%ETFVery LowLittle Rock, AR2026-10-26
WestEnd Advisors, LLC
32,577$2.5M0.1%ETFMediumCharlotte, NC2026-10-27
Walker Asset Management, LLC
21,177$1.6M0.8%CoreVery LowSpringfield, MO2026-10-13
Lido Advisors, LLC
13,261$1.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Equity Services, LLC
12,612$976.3K0.0%ETFLowWaltham, MA2026-11-02
Focus Financial Network, Inc.
10,324$799.1K0.0%ETFLowMinneapolis, MN2026-10-14
Mission Wealth Management, LP
9,127$706.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Creative Planning
7,994$618.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Perryman Financial Advisory Inc
7,953$615.6K0.1%GrowthVery LowDallas, TX2026-10-16
Friedenthal Financial
7,873$609.4K0.3%ETFHighMarlton, NJ2026-10-27
Kestra Advisory Services, LLC
5,942$459.9K0.0%CoreLowAustin, TX2026-11-02
BIP Wealth, LLC
5,223$404.3K0.0%ETFMediumAtlanta, GA2026-10-22
Asset One Wealth Management LLC
4,935$382.0K0.0%GrowthLowBellevue, WA2026-11-02
Cambridge Investment Research Advisors, Inc.
4,835$374.0K0.0%ETFLowFairfield, IA2026-11-02
Harbor Asset Planning, Inc.
4,795$371.1K0.3%ETFVery LowBelmont, MA2026-10-23
Axxcess Wealth Management, LLC
4,131$319.8K0.0%CoreLowCarlsbad, CA2026-10-21
Indivisible Partners
3,598$278.5K0.0%GrowthMediumClearwater, FL2026-10-26
Wealth Enhancement Advisory Services, LLC
3,205$252.2K0.0%CoreLowPlymouth, MN2026-10-13
MGO One Seven LLC
2,973$230.1K0.0%GrowthLowBeachwood, OH2026-10-28
Wealthcare Advisory Partners LLC
2,768$214.3K0.0%ETFLowWest Chester, PA2026-10-21
McAdam, LLC
2,718$210.4K0.0%ETFLowPhiladelphia, PA2026-10-21
Vaquero Private Wealth, LTD
1,957$151.5K0.0%ETFN/ADallas, TX2026-10-27
Mondrian Investment Partners LTD
1,752$139.3K0.0%YieldMediumLondon, United Kingdom2026-10-23
AlphaCore Capital LLC
798$61.8K0.0%ETFLowLa Jolla, CA2026-11-04
Private Trust Co NA
564$43.7K0.0%CoreLowCleveland, OH2026-10-20
CX Institutional
515$400.0%CoreMediumAuburn, IN2026-10-02
Reicon Wealth Advisors, LLC
344$26.6K0.0%ETFLowAtlanta, GA2026-11-04
IFP Advisors, Inc
331$25.6K0.0%GrowthLowTampa, FL2026-10-16
Mcdonald Partners LLC
314$24.3K0.0%CoreLowCleveland, OH2026-11-03
Dhjj Financial Advisors, Ltd.
270$20.9K0.0%ETFVery LowNaperville, IL2026-10-23
Princeton Global Asset Management LLC
137$10.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Signaturefd, LLC
131$10.1K0.0%IndexLowAtlanta, GA2026-10-23
Comprehensive Financial Planning, Inc.
108$8.4K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
City State Bank
15$1.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Moisand Fitzgerald Tamayo, LLC
3$2330.0%ETFVery LowOrlando, FL2026-10-15