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Invesco S&P 500 Equal Weig C (RSPC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Graham Capital Wealth Management, LLC
DECREASED
Shares121,684 from 138,792
Change-17,108 (-12%)
Value$4.3M (-$630.5K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares58,955 from 59,614
Change-659 (-1%)
Value$2.1M (-$36.1K)
Filed 2026-10-08
Paller Financial Services Inc
DECREASED
Shares56,523 from 56,762
Change-239 (0%)
Value$2.0M (-$20.8K)
Filed 2026-10-13
Yoder Wealth Management, Inc.
INCREASED
Shares38,858 from 35,558
Change+3,300 (+9%)
Value$1.4M (+$108.0K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares30,093 from 29,694
Change+399 (+1%)
Value$1.1M (+$8.0K)
Filed 2026-10-26
Walker Asset Management, LLC
DECREASED
Shares24,609 from 25,000
Change-391 (-2%)
Value$863.3K (-$19.2K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED
Shares22,501 from 26,250
Change-3,749 (-14%)
Value$789.4K (-$137.3K)
Filed 2026-10-29
Legacy Private Trust Co.
DECREASED
Shares22,325 from 23,631
Change-1,306 (-6%)
Value$783.2K (-$51.0K)
Filed 2026-10-06
LPL Financial LLC
DECREASED
Shares15,435 from 16,123
Change-688 (-4%)
Value$541.5K (-$27.6K)
Filed 2026-11-06
Lido Advisors, LLC
DECREASED
Shares8,009 from 8,522
Change-513 (-6%)
Value$281.0K (-$19.9K)
Filed 2026-11-04
Clearstead Advisors, LLC
NEW
Shares7,395
Change+7,395
Value$259.4K
Filed 2026-11-06
CX Institutional
INCREASED
Shares2,391 from 1,493
Change+898 (+60%)
Value$84 (+$31)
Filed 2026-10-02
Laurel Wealth Advisors LLC
NEW
Shares925
Change+925
Value$32.5K
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares453
Change+453
Value$32
Filed 2026-10-02
Assetmark, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$772 (-$5)
Filed 2026-10-21
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 5,995
Change-5,995 (-100%)
Value$0 (-$211.6K)
Filed 2026-11-02
Raleigh Capital Management Inc.
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-28
MCF Advisors LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-28
Simplex Trading, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$847)
Filed 2026-11-04
Raymond James Financial Inc
N/A
Shares— from 201,867
Change-201,867 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 189,685
Change-189,685 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 123,425
Change-123,425 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 72,071
Change-72,071 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 58,140
Change-58,140 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 51,622
Change-51,622 (-100%)
Value—
UBS Group AG
N/A
Shares— from 37,919
Change-37,919 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,817
Change-23,817 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 22,994
Change-22,994 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,631
Change-22,631 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 21,132
Change-21,132 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 13,943
Change-13,943 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 13,911
Change-13,911 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,575
Change-13,575 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,499
Change-8,499 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,931
Change-7,931 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,513
Change-7,513 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
FMR LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 412
Change-412 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32
Change-32 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Graham Capital Wealth Management, LLC
DECREASED121,684138,792-17,108-12%$4.9M$4.3M-$630.5K2026-10-26
Farther Finance Advisors, LLC
DECREASED58,95559,614-659-1%$2.1M$2.1M-$36.1K2026-10-08
Paller Financial Services Inc
DECREASED56,52356,762-2390%$2.0M$2.0M-$20.8K2026-10-13
Yoder Wealth Management, Inc.
INCREASED38,85835,558+3,300+9%$1.3M$1.4M+$108.0K2026-10-13
Park Avenue Securities LLC
INCREASED30,09329,694+399+1%$1.0M$1.1M+$8.0K2026-10-26
Walker Asset Management, LLC
DECREASED24,60925,000-391-2%$882.5K$863.3K-$19.2K2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED22,50126,250-3,749-14%$926.6K$789.4K-$137.3K2026-10-29
Legacy Private Trust Co.
DECREASED22,32523,631-1,306-6%$834.2K$783.2K-$51.0K2026-10-06
LPL Financial LLC
DECREASED15,43516,123-688-4%$569.1K$541.5K-$27.6K2026-11-06
Lido Advisors, LLC
DECREASED8,0098,522-513-6%$300.8K$281.0K-$19.9K2026-11-04
Clearstead Advisors, LLC
NEW7,395—+7,395——$259.4K—2026-11-06
CX Institutional
INCREASED2,3911,493+898+60%$53$84+$312026-10-02
Laurel Wealth Advisors LLC
NEW925—+925——$32.5K—2026-10-27
Polaris Financial Partners
NEW453—+453——$32—2026-10-02
Assetmark, Inc
UNCHANGED222200%$777$772-$52026-10-21
Commonwealth Equity Services, LLC
CLOSED05,995-5,995-100%$211.6K$0-$211.6K2026-11-02
Raleigh Capital Management Inc.
CLOSED0301-301-100%$10.6K$0-$10.6K2026-10-28
MCF Advisors LLC
CLOSED0111-111-100%$3.9K$0-$3.9K2026-10-28
Simplex Trading, LLC
CLOSED024-24-100%$847$0-$8472026-11-04
Raymond James Financial Inc
N/A—201,867-201,867-100%$7.1M———
HighTower Advisors, LLC
N/A—189,685-189,685-100%$6.7M———
Blue Chip Partners, LLC
N/A—123,425-123,425-100%$4.4M———
NewEdge Advisors, LLC
N/A—72,071-72,071-100%$2.5M———
Bank of America Corp
N/A—58,140-58,140-100%$2.1M———
AQR Capital Management LLC
N/A—51,622-51,622-100%$1.8M———
UBS Group AG
N/A—37,919-37,919-100%$1.3M———
BNP Paribas Financial Markets
N/A—30,000-30,000-100%$1.1M———
Goldman Sachs Group Inc
N/A—23,817-23,817-100%$840.7K———
Pgim Custom Harvest LLC
N/A—22,994-22,994-100%$811.7K———
Susquehanna International Group, LLP
N/A—22,631-22,631-100%$798.9K———
Private Advisor Group, LLC
N/A—21,132-21,132-100%$746.0K———
Hills Bank & Trust Co
N/A—13,943-13,943-100%$492.2K———
Gladstone Institutional Advisory LLC
N/A—13,911-13,911-100%$491.1K———
Captrust Financial Advisors
N/A—13,575-13,575-100%$479.2K———
Great Valley Advisor Group, Inc.
N/A—8,499-8,499-100%$300.0K———
Sanctuary Advisors, LLC
N/A—7,931-7,931-100%$280.0K———
Royal Bank of Canada
N/A—7,620-7,620-100%$269.0K———
HRT Financial LP
N/A—7,513-7,513-100%$265.0K———
Arax Advisory Partners
N/A—5,956-5,956-100%$210.2K———
Rothschild Investment LLC
N/A—600-600-100%$21.2K———
FMR LLC
N/A—484-484-100%$17.1K———
Banque Transatlantique SA
N/A—412-412-100%$14.5K———
Harbour Investments, Inc.
N/A—400-400-100%$14.1K———
Osaic Holdings, Inc.
N/A—166-166-100%$5.9K———
JPMorgan Chase & Co
N/A—32-32-100%$1.1K———
Financial Gravity Companies, Inc.
N/A—16-16-100%$565———
Morgan Stanley
N/A—1-1-100%$68———
Wells Fargo & Company
N/A—00—$7———
Showing 48 of 48 institutions