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Invesco S&P 500 Equal Weight (RSPD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,157,808 from 1,010,429
Change+147,379 (+15%)
Value$59.9M (+$3.3M)
Filed 2026-11-02
Miller Howard Investments Inc
NEW
Shares177,319
Change+177,319
Value$9.2M
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares63,002 from 40,443
Change+22,559 (+56%)
Value$3.3M (+$998.0K)
Filed 2026-10-16
LPL Financial LLC
DECREASED
Shares53,708 from 91,049
Change-37,341 (-41%)
Value$2.8M (-$2.3M)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares52,541 from 53,049
Change-508 (-1%)
Value$2.7M (-$253.5K)
Filed 2026-10-08
Leuthold Group, LLC
DECREASED
Shares35,474 from 53,392
Change-17,918 (-34%)
Value$1.8M (-$1.2M)
Filed 2026-11-04
Yoder Wealth Management, Inc.
INCREASED
Shares34,606 from 34,456
Change+150 (+0%)
Value$1.8M (-$139.9K)
Filed 2026-10-13
Friedenthal Financial
INCREASED
Shares30,841 from 28,111
Change+2,730 (+10%)
Value$1.6M (+$20.8K)
Filed 2026-10-27
Carnegie Investment Counsel
INCREASED
Shares28,190 from 28,187
Change+3 (+0%)
Value$1.5M (-$120.6K)
Filed 2026-10-20
Legacy Private Trust Co.
DECREASED
Shares24,937 from 26,883
Change-1,946 (-7%)
Value$1.3M (-$215.8K)
Filed 2026-10-06
Joseph P. Lucia & Associates, LLC
DECREASED
Shares22,554 from 23,199
Change-645 (-3%)
Value$1.2M (-$132.7K)
Filed 2026-10-30
Walker Asset Management, LLC
DECREASED
Shares22,525 from 22,875
Change-350 (-2%)
Value$1.2M (-$116.1K)
Filed 2026-10-13
Pinnacle Associates LTD
DECREASED
Shares20,590 from 22,070
Change-1,480 (-7%)
Value$1.1M (-$171.1K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
NEW
Shares18,622
Change+18,622
Value$963.1K
Filed 2026-10-01
Oppenheimer & Co Inc
NEW
Shares14,534
Change+14,534
Value$751.7K
Filed 2026-10-26
Davis Investment Partners, LLC
DECREASED
Shares14,239 from 17,002
Change-2,763 (-16%)
Value$736.4K (-$215.7K)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares12,443 from 13,572
Change-1,129 (-8%)
Value$643.6K (-$116.5K)
Filed 2026-11-04
Paller Financial Services Inc
NEW
Shares10,745
Change+10,745
Value$555.7K
Filed 2026-10-13
Gateway Investment Advisers LLC
NEW
Shares9,050
Change+9,050
Value$468.1K
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares8,430 from 12,169
Change-3,739 (-31%)
Value$436.0K (-$246.0K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares7,740 from 481
Change+7,259 (+1509%)
Value$400.4K (+$373.4K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
NEW
Shares4,772
Change+4,772
Value$247.0K
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares4,604 from 4,601
Change+3 (+0%)
Value$238.1K (-$19.6K)
Filed 2026-11-02
James Investment Research, Inc.
UNCHANGED
Shares4,454 from 4,454
Change0 (0%)
Value$230.4K (-$19.1K)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares4,007 from 294
Change+3,713 (+1263%)
Value$207.6K (+$191.1K)
Filed 2026-11-04
Tradewinds Capital Management, LLC
INCREASED
Shares3,335 from 3,330
Change+5 (+0%)
Value$172.5K (-$14.0K)
Filed 2026-10-23
Winthrop Capital Management, LLC
DECREASED
Shares2,964 from 2,969
Change-5 (0%)
Value$153.3K (-$12.7K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares2,828 from 3,025
Change-197 (-7%)
Value$146.3K (-$23.1K)
Filed 2026-10-08
Great Lakes Advisors, LLC
NEW
Shares2,277
Change+2,277
Value$117.8K
Filed 2026-11-06
CX Institutional
INCREASED
Shares1,862 from 1,264
Change+598 (+47%)
Value$96 (+$25)
Filed 2026-10-02
Collier Financial
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$41.6K (-$3.4K)
Filed 2026-11-06
Rossby Financial, LCC
NEW
Shares669
Change+669
Value$34.6K
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$34.0K ($0)
Filed 2026-11-06
Clearstead Advisors, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$27.9K (-$2.3K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares518 from 507
Change+11 (+2%)
Value$26.8K (-$1.6K)
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$25.9K (-$2.1K)
Filed 2026-10-15
AlphaCore Capital LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.7K (-$385)
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.7K (-$386)
Filed 2026-10-23
Washington Trust Advisors, Inc.
NEW
Shares46
Change+46
Value$2.4K
Filed 2026-10-22
Blue Trust, Inc.
NEW
Shares23
Change+23
Value$1.2K
Filed 2026-10-15
Trust Co of Toledo NA
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$879 (-$73)
Filed 2026-10-16
Altfest L J & Co Inc
CLOSED
Shares0 from 257,074
Change-257,074 (-100%)
Value$0 (-$14.4M)
Filed 2026-10-27
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 44,502
Change-44,502 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$33.6K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-28
Simplex Trading, LLC
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$5.4K)
Filed 2026-11-04
Copeland Capital Management, LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-14
Raymond James Financial Inc
N/A
Shares— from 155,251
Change-155,251 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 146,373
Change-146,373 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 123,970
Change-123,970 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 109,450
Change-109,450 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 106,385
Change-106,385 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 73,846
Change-73,846 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 71,652
Change-71,652 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 55,709
Change-55,709 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 41,575
Change-41,575 (-100%)
Value—
UBS Group AG
N/A
Shares— from 33,590
Change-33,590 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 32,679
Change-32,679 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,144
Change-27,144 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 22,623
Change-22,623 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,980
Change-17,980 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,126
Change-10,126 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 9,032
Change-9,032 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,479
Change-4,479 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,173
Change-4,173 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 465
Change-465 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 417
Change-417 (-100%)
Value—
FMR LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 86
Change-86 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,157,8081,010,429+147,379+15%$56.6M$59.9M+$3.3M2026-11-02
Miller Howard Investments Inc
NEW177,319—+177,319——$9.2M—2026-10-26
TD Waterhouse Canada Inc.
INCREASED63,00240,443+22,559+56%$2.3M$3.3M+$998.0K2026-10-16
LPL Financial LLC
DECREASED53,70891,049-37,341-41%$5.1M$2.8M-$2.3M2026-11-06
Farther Finance Advisors, LLC
DECREASED52,54153,049-508-1%$3.0M$2.7M-$253.5K2026-10-08
Leuthold Group, LLC
DECREASED35,47453,392-17,918-34%$3.0M$1.8M-$1.2M2026-11-04
Yoder Wealth Management, Inc.
INCREASED34,60634,456+150+0%$1.9M$1.8M-$139.9K2026-10-13
Friedenthal Financial
INCREASED30,84128,111+2,730+10%$1.6M$1.6M+$20.8K2026-10-27
Carnegie Investment Counsel
INCREASED28,19028,187+3+0%$1.6M$1.5M-$120.6K2026-10-20
Legacy Private Trust Co.
DECREASED24,93726,883-1,946-7%$1.5M$1.3M-$215.8K2026-10-06
Joseph P. Lucia & Associates, LLC
DECREASED22,55423,199-645-3%$1.3M$1.2M-$132.7K2026-10-30
Walker Asset Management, LLC
DECREASED22,52522,875-350-2%$1.3M$1.2M-$116.1K2026-10-13
Pinnacle Associates LTD
DECREASED20,59022,070-1,480-7%$1.2M$1.1M-$171.1K2026-10-20
Stonebridge Financial Group, LLC
NEW18,622—+18,622——$963.1K—2026-10-01
Oppenheimer & Co Inc
NEW14,534—+14,534——$751.7K—2026-10-26
Davis Investment Partners, LLC
DECREASED14,23917,002-2,763-16%$952.2K$736.4K-$215.7K2026-11-05
Lido Advisors, LLC
DECREASED12,44313,572-1,129-8%$760.1K$643.6K-$116.5K2026-11-04
Paller Financial Services Inc
NEW10,745—+10,745——$555.7K—2026-10-13
Gateway Investment Advisers LLC
NEW9,050—+9,050——$468.1K—2026-10-13
Park Avenue Securities LLC
DECREASED8,43012,169-3,739-31%$682.0K$436.0K-$246.0K2026-10-26
Fifth Third Bancorp
INCREASED7,740481+7,259+1509%$26.9K$400.4K+$373.4K2026-11-05
Cambridge Investment Research Advisors, Inc.
NEW4,772—+4,772——$247.0K—2026-11-02
Commonwealth Equity Services, LLC
INCREASED4,6044,601+3+0%$257.7K$238.1K-$19.6K2026-11-02
James Investment Research, Inc.
UNCHANGED4,4544,45400%$249.4K$230.4K-$19.1K2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED4,007294+3,713+1263%$16.5K$207.6K+$191.1K2026-11-04
Tradewinds Capital Management, LLC
INCREASED3,3353,330+5+0%$186.5K$172.5K-$14.0K2026-10-23
Winthrop Capital Management, LLC
DECREASED2,9642,969-50%$166.0K$153.3K-$12.7K2026-11-05
CoreCap Advisors, LLC
DECREASED2,8283,025-197-7%$169.4K$146.3K-$23.1K2026-10-08
Great Lakes Advisors, LLC
NEW2,277—+2,277——$117.8K—2026-11-06
CX Institutional
INCREASED1,8621,264+598+47%$71$96+$252026-10-02
Collier Financial
UNCHANGED80480400%$45.0K$41.6K-$3.4K2026-11-06
Rossby Financial, LCC
NEW669—+669——$34.6K—2026-11-05
Allworth Financial LP
UNCHANGED60860800%$34.0K$34.0K$02026-11-06
Clearstead Advisors, LLC
UNCHANGED54054000%$30.2K$27.9K-$2.3K2026-11-06
US Bancorp \de\
INCREASED518507+11+2%$28.4K$26.8K-$1.6K2026-11-05
Nfsg Corp
UNCHANGED50050000%$28.0K$25.9K-$2.1K2026-10-15
AlphaCore Capital LLC
UNCHANGED909000%$5.0K$4.7K-$3852026-11-04
Valley National Advisers Inc
UNCHANGED909000%$5.0K$4.7K-$3862026-10-23
Washington Trust Advisors, Inc.
NEW46—+46——$2.4K—2026-10-22
Blue Trust, Inc.
NEW23—+23——$1.2K—2026-10-15
Trust Co of Toledo NA
UNCHANGED171700%$952$879-$732026-10-16
Altfest L J & Co Inc
CLOSED0257,074-257,074-100%$14.4M$0-$14.4M2026-10-27
Precedent Wealth Partners, LLC
CLOSED044,502-44,502-100%$2.5M$0-$2.5M2026-10-21
International Assets Investment Management, LLC
CLOSED0600-600-100%$33.6K$0-$33.6K2026-11-02
MCF Advisors LLC
CLOSED0141-141-100%$7.9K$0-$7.9K2026-10-28
Simplex Trading, LLC
CLOSED097-97-100%$5.4K$0-$5.4K2026-11-04
Copeland Capital Management, LLC
CLOSED063-63-100%$3.5K$0-$3.5K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED034-34-100%$1.9K$0-$1.9K2026-10-14
Raymond James Financial Inc
N/A—155,251-155,251-100%$8.7M———
Morgan Stanley
N/A—146,373-146,373-100%$8.2M———
Wells Fargo & Company
N/A—123,970-123,970-100%$6.9M———
Goldman Sachs Group Inc
N/A—109,450-109,450-100%$6.1M———
HighTower Advisors, LLC
N/A—106,385-106,385-100%$6.0M———
Royal Bank of Canada
N/A—73,846-73,846-100%$4.1M———
JPMorgan Chase & Co
N/A—71,652-71,652-100%$4.0M———
Scotia Capital Inc.
N/A—55,709-55,709-100%$3.1M———
Bank of America Corp
N/A—41,575-41,575-100%$2.3M———
UBS Group AG
N/A—33,590-33,590-100%$1.9M———
Vista Investment Management
N/A—32,679-32,679-100%$1.8M———
Susquehanna International Group, LLP
N/A—27,144-27,144-100%$1.5M———
Hills Bank & Trust Co
N/A—22,623-22,623-100%$1.3M———
BNP Paribas Financial Markets
N/A—20,000-20,000-100%$1.1M———
Citadel Advisors LLC
N/A—17,980-17,980-100%$1.0M———
Sanctuary Advisors, LLC
N/A—10,126-10,126-100%$567.1K———
Pgim Custom Harvest LLC
N/A—9,032-9,032-100%$505.8K———
Jane Street Group, LLC
N/A—6,727-6,727-100%$376.7K———
Tower Research Capital LLC (TRC)
N/A—6,106-6,106-100%$342.0K———
Strategic Wealth Partners, Ltd.
N/A—5,362-5,362-100%$300.3K———
Private Advisor Group, LLC
N/A—5,297-5,297-100%$296.6K———
Northwestern Mutual Wealth Management Co
N/A—5,252-5,252-100%$294.1K———
Range Advisory, LLC
N/A—5,239-5,239-100%$293.4K———
Ameriprise Financial Inc
N/A—5,139-5,139-100%$287.8K———
Empirical Asset Management, LLC
N/A—4,858-4,858-100%$272.1K———
Great Valley Advisor Group, Inc.
N/A—4,684-4,684-100%$262.0K———
MML Investors Services, LLC
N/A—4,601-4,601-100%$257.7K———
Waverly Advisors, LLC
N/A—4,479-4,479-100%$250.8K———
Advisory Services Network, LLC
N/A—4,173-4,173-100%$233.7K———
Envestnet Asset Management Inc
N/A—4,125-4,125-100%$231.0K———
Ausdal Financial Partners, Inc.
N/A—4,121-4,121-100%$230.8K———
Jones Financial Companies Lllp
N/A—3,964-3,964-100%$223.4K———
Global Retirement Partners, LLC
N/A—2,289-2,289-100%$128.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,100-2,100-100%$117.6K———
Rockefeller Capital Management L.P.
N/A—2,085-2,085-100%$116.8K———
Osaic Holdings, Inc.
N/A—1,985-1,985-100%$111.2K———
Bank of Montreal
N/A—1,597-1,597-100%$89.4K———
Glenmede Trust Co NA
N/A—1,350-1,350-100%$75.6K———
National Bank of Canada
N/A—1,011-1,011-100%$56.6K———
Banque Transatlantique SA
N/A—465-465-100%$26.0K———
Harbour Investments, Inc.
N/A—417-417-100%$23.4K———
FMR LLC
N/A—291-291-100%$16.3K———
Lazard Asset Management LLC
N/A—256-256-100%$14.3K———
Front Row Advisors LLC
N/A—225-225-100%$13.1K———
UBS Asset Management Americas LLC
N/A—186-186-100%$10.4K———
O'shaughnessy Asset Management, LLC
N/A—109-109-100%$6.1K———
Fourth Dimension Wealth, LLC
N/A—105-105-100%$5.9K———
Oakmont Advisory Group, LLC
N/A—103-103-100%$5.8K———
Huntington National Bank
N/A—86-86-100%$4.8K———
Aristotle Capital Management, LLC
N/A—49-49-100%$2.7K———
Financial Gravity Companies, Inc.
N/A—46-46-100%$2.6K———
Showing 99 of 99 institutions