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Invesco S&P 500 Equal Weight (RSPG)

CUSIP: 46137V365 | NYSE | 445 institutional holders

Quarters

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

Matauro, LLC326,097
4.3% of portfolio›$35.0M
Stonebridge Financial Group, LLC73,216
0.6% of portfolio›$7.9M
Farther Finance Advisors, LLC68,170
0.1% of portfolio›$7.3M
Valley Wealth Managers, Inc.56,077
0.3% of portfolio›$6.0M
Guild Investment Management, Inc.55,590
3.8% of portfolio›$6.0M
Oarsman Capital, Inc.52,553
0.6% of portfolio›$5.6M
Arkfeld Wealth Strategies, L.L.C.44,162
1.4% of portfolio›$4.9M
Financial Guidance Group, Inc.34,698
1.3% of portfolio›$3.7M
Joseph P. Lucia & Associates, LLC25,228
0.8% of portfolio›$2.7M
Davis Investment Partners, LLC25,080
0.8% of portfolio›$2.7M
Kestra Advisory Services, LLC24,672
0.0% of portfolio›$2.7M
Tableaux LLC23,612
1.0% of portfolio›$2.5M
Commonwealth Equity Services, LLC20,225
0.0% of portfolio›$2.2M
Courage Miller Partners, LLC19,840
0.6% of portfolio›$2.1M
Shaker Investments LLC18,117
0.7% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.15,989
0.0% of portfolio›$1.7M
Somerset Trust Co14,201
0.4% of portfolio›$1.5M
Northwest Wealth Advisors, LLC7,815
0.4% of portfolio›$839.8K
Walker Asset Management, LLC6,533
0.4% of portfolio›$702.0K
Truist Financial Corp6,339
0.0% of portfolio›$681.2K
Wealth Enhancement Advisory Services, LLC6,225
0.0% of portfolio›$715.8K
Friedenthal Financial6,216
0.3% of portfolio›$668.0K
McKinley Carter Wealth Services, Inc.5,694
0.0% of portfolio›$611.9K
Longview Financial Advisors, Inc.5,669
0.3% of portfolio›$609.3K
Howard Financial Services, Ltd.5,379
0.1% of portfolio›$578.0K
Centurion Wealth Management LLC5,200
0.1% of portfolio›$558.8K
Citigroup Inc4,278
0.0% of portfolio›$459.7K
Vanguard Capital Wealth Advisors4,217
0.3% of portfolio›$453.1K
Indivisible Partners3,932
0.0% of portfolio›$422.5K
WealthPlan Investment Management, LLC3,912
0.0% of portfolio›$420.4K
Wealthcare Advisory Partners LLC3,353
0.0% of portfolio›$360.3K
Lido Advisors, LLC3,233
0.0% of portfolio›$347.4K
Flaharty Asset Management, LLC3,053
1.9% of portfolio›$337.4K
Strategic Advisors LLC2,986
0.1% of portfolio›$320.9K
Yoder Wealth Management, Inc.2,809
0.1% of portfolio›$301.9K
First Heartland Consultants, Inc.2,769
0.0% of portfolio›$297.5K
Balboa Wealth Partners2,668
0.0% of portfolio›$286.7K
Northwest Financial Advisors2,347
0.0% of portfolio›$252.2K
Crescent Grove Advisors, LLC2,337
0.0% of portfolio›$251.1K
Fifth Third Bancorp2,298
0.0% of portfolio›$246.9K
MGO One Seven LLC2,206
0.0% of portfolio›$237.1K
Reicon Wealth Advisors, LLC2,183
0.1% of portfolio›$234.6K
Activest Wealth Management1,374
0.0% of portfolio›$147.7K
Cape Investment Advisory, Inc.1,317
0.0% of portfolio›$141.5K
CX Institutional523
0.0% of portfolio›$56
Capital Investment Advisory Services, LLC428
0.0% of portfolio›$46.0K
IFP Advisors, Inc286
0.0% of portfolio›$30.7K
US Bancorp \de\201
0.0% of portfolio›$21.6K
Harbor Investment Advisory, LLC200
0.0% of portfolio›$21.5K
Beutel, Goodman & Co Ltd.175
0.0% of portfolio›$18
Latitude Advisors, LLC57
0.0% of portfolio›$6.1K
Trust Co36
0.0% of portfolio›$3.9K
AlphaCore Capital LLC30
0.0% of portfolio›$3.2K
Bank of New Hampshire25
0.0% of portfolio›$2.7K
Simplex Trading, LLC9
0.0% of portfolio›$967
StyleTurnoverLocationFiled
Matauro, LLC
326,097$35.0M4.3%ETFLowNew York, NY2026-11-03
Stonebridge Financial Group, LLC
73,216$7.9M0.6%ETFMediumWormleysburg, PA2026-10-01
Farther Finance Advisors, LLC
68,170$7.3M0.1%IndexLowSan Francisco, CA2026-10-08
Valley Wealth Managers, Inc.
56,077$6.0M0.3%GARPMediumParamus, NJ2026-10-09
Guild Investment Management, Inc.
55,590$6.0M3.8%GARPMediumWestlake Village, CA2026-11-03
Oarsman Capital, Inc.
52,553$5.6M0.6%ETFLowMilwaukee, WI2026-11-05
Arkfeld Wealth Strategies, L.L.C.
44,162$4.9M1.4%ValueLowOmaha, NE2026-10-19
Financial Guidance Group, Inc.
34,698$3.7M1.3%ETFVery LowPalm Harbor, FL2026-10-21
Joseph P. Lucia & Associates, LLC
25,228$2.7M0.8%ETFVery LowYorktown Heights, NY2026-10-30
Davis Investment Partners, LLC
25,080$2.7M0.8%ETFLowCharlotte, NC2026-11-05
Kestra Advisory Services, LLC
24,672$2.7M0.0%CoreLowAustin, TX2026-11-02
Tableaux LLC
23,612$2.5M1.0%ETFLowStockbridge, MA2026-10-23
Commonwealth Equity Services, LLC
20,225$2.2M0.0%ETFLowWaltham, MA2026-11-02
Courage Miller Partners, LLC
19,840$2.1M0.6%ETFVery LowNorfolk, VA2026-10-21
Shaker Investments LLC
18,117$1.9M0.7%MomentumMediumCleveland, OH2026-11-05
Cambridge Investment Research Advisors, Inc.
15,989$1.7M0.0%ETFLowFairfield, IA2026-11-02
Somerset Trust Co
14,201$1.5M0.4%CoreVery LowSomerset, PA2026-10-13
Northwest Wealth Advisors, LLC
7,815$839.8K0.4%ETFVery LowBellingham, WA2026-11-02
Walker Asset Management, LLC
6,533$702.0K0.4%CoreVery LowSpringfield, MO2026-10-13
Truist Financial Corp
6,339$681.2K0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
6,225$715.8K0.0%CoreLowPlymouth, MN2026-10-13
Friedenthal Financial
6,216$668.0K0.3%ETFHighMarlton, NJ2026-10-27
McKinley Carter Wealth Services, Inc.
5,694$611.9K0.0%ETFMediumWheeling, WV2026-10-16
Longview Financial Advisors, Inc.
5,669$609.3K0.3%ETFVery LowHuntsville, AL2026-10-09
Howard Financial Services, Ltd.
5,379$578.0K0.1%ETFLowDallas, TX2026-10-15
Centurion Wealth Management LLC
5,200$558.8K0.1%ETFMediumMclean, VA2026-10-13
Citigroup Inc
4,278$459.7K0.0%CoreMediumNew York, NY2026-11-04
Vanguard Capital Wealth Advisors
4,217$453.1K0.3%GrowthMediumDenver, CO2026-10-16
Indivisible Partners
3,932$422.5K0.0%GrowthMediumClearwater, FL2026-10-26
WealthPlan Investment Management, LLC
3,912$420.4K0.0%GrowthMediumOmaha, NE2026-10-15
Wealthcare Advisory Partners LLC
3,353$360.3K0.0%ETFLowWest Chester, PA2026-10-21
Lido Advisors, LLC
3,233$347.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Flaharty Asset Management, LLC
3,053$337.4K1.9%ETFLowClearwater, FL2026-11-02
Strategic Advisors LLC
2,986$320.9K0.1%GrowthLowNew York, NY2026-10-13
Yoder Wealth Management, Inc.
2,809$301.9K0.1%ETFLowWalnut Creek, CA2026-10-13
First Heartland Consultants, Inc.
2,769$297.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Balboa Wealth Partners
2,668$286.7K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Northwest Financial Advisors
2,347$252.2K0.0%ETFLowHerndon, VA2026-10-27
Crescent Grove Advisors, LLC
2,337$251.1K0.0%ETFLowLake Forest, IL2026-10-21
Fifth Third Bancorp
2,298$246.9K0.0%IndexVery LowCincinnati, OH2026-11-05
MGO One Seven LLC
2,206$237.1K0.0%GrowthLowBeachwood, OH2026-10-28
Reicon Wealth Advisors, LLC
2,183$234.6K0.1%ETFLowAtlanta, GA2026-11-04
Activest Wealth Management
1,374$147.7K0.0%ETFLowAventura, FL2026-10-15
Cape Investment Advisory, Inc.
1,317$141.5K0.0%ETFLowMcdonough, GA2026-10-13
CX Institutional
523$560.0%CoreMediumAuburn, IN2026-10-02
Capital Investment Advisory Services, LLC
428$46.0K0.0%CoreMediumRaleigh, NC2026-10-30
IFP Advisors, Inc
286$30.7K0.0%GrowthLowTampa, FL2026-10-16
US Bancorp \de\
201$21.6K0.0%IndexLowMinneapolis, MN2026-11-05
Harbor Investment Advisory, LLC
200$21.5K0.0%GrowthLowLutherville, MD2026-10-13
Beutel, Goodman & Co Ltd.
175$180.0%ValueMediumToronto, Australia2026-11-04
Latitude Advisors, LLC
57$6.1K0.0%ETFLowYorkville, IL2026-10-27
Trust Co
36$3.9K0.0%ETFVery LowManhattan, KS2026-10-09
AlphaCore Capital LLC
30$3.2K0.0%ETFLowLa Jolla, CA2026-11-04
Bank of New Hampshire
25$2.7K0.0%CoreLowLaconia, NH2026-10-06
Simplex Trading, LLC
9$9670.0%CoreVery HighChicago, IL2026-11-04