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Invesco ESG SP 500 EQ Weight (RSPE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Eastern Bank
DECREASED
Shares554,225 from 566,258
Change-12,033 (-2%)
Value$18.5M (-$665.2K)
Filed 2026-10-05
Stewardship Advisors, LLC
DECREASED
Shares183,443 from 191,492
Change-8,049 (-4%)
Value$6.1M (-$358.1K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares139,816 from 131,943
Change+7,873 (+6%)
Value$4.7M (+$202.1K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
INCREASED
Shares24,836 from 16,031
Change+8,805 (+55%)
Value$830.7K (+$287.1K)
Filed 2026-10-23
Sepio Capital, LP
INCREASED
Shares22,858 from 22,121
Change+737 (+3%)
Value$764.5K (+$14.4K)
Filed 2026-10-22
Heck Capital Advisors, LLC
DECREASED
Shares16,840 from 16,897
Change-57 (0%)
Value$563.2K (-$9.7K)
Filed 2026-10-14
Allegheny Financial Group
INCREASED
Shares15,184 from 15,172
Change+12 (+0%)
Value$507.9K (-$6.6K)
Filed 2026-11-05
Advisor OS, LLC
INCREASED
Shares13,506 from 13,456
Change+50 (+0%)
Value$451.7K (-$4.6K)
Filed 2026-11-03
Truist Financial Corp
NEW
Shares13,479
Change+13,479
Value$450.8K
Filed 2026-10-30
Community Financial Services Group, LLC
DECREASED
Shares12,010 from 12,379
Change-369 (-3%)
Value$401.9K (-$19.1K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED
Shares10,995 from 10,344
Change+651 (+6%)
Value$367.7K (+$17.0K)
Filed 2026-10-29
Birch Hill Investment Advisors LLC
UNCHANGED
Shares9,260 from 9,260
Change0 (0%)
Value$309.7K (-$4.3K)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
INCREASED
Shares7,517 from 7,447
Change+70 (+1%)
Value$251.4K (-$1.1K)
Filed 2026-11-02
Milestone Investment Advisors LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$2.9K (-$41)
Filed 2026-11-05
Goldman Sachs Group Inc
N/A
Shares— from 63,712
Change-63,712 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 39,683
Change-39,683 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 32,327
Change-32,327 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 24,419
Change-24,419 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 21,574
Change-21,574 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,521
Change-18,521 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 15,828
Change-15,828 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,532
Change-15,532 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 13,456
Change-13,456 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,452
Change-11,452 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Blair William & Co
N/A
Shares— from 990
Change-990 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 82
Change-82 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 61
Change-61 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Eastern Bank
DECREASED554,225566,258-12,033-2%$19.2M$18.5M-$665.2K2026-10-05
Stewardship Advisors, LLC
DECREASED183,443191,492-8,049-4%$6.5M$6.1M-$358.1K2026-10-20
Commonwealth Equity Services, LLC
INCREASED139,816131,943+7,873+6%$4.5M$4.7M+$202.1K2026-11-02
Bond & Devick Financial Network, Inc.
INCREASED24,83616,031+8,805+55%$543.6K$830.7K+$287.1K2026-10-23
Sepio Capital, LP
INCREASED22,85822,121+737+3%$750.1K$764.5K+$14.4K2026-10-22
Heck Capital Advisors, LLC
DECREASED16,84016,897-570%$573.0K$563.2K-$9.7K2026-10-14
Allegheny Financial Group
INCREASED15,18415,172+12+0%$514.5K$507.9K-$6.6K2026-11-05
Advisor OS, LLC
INCREASED13,50613,456+50+0%$456.3K$451.7K-$4.6K2026-11-03
Truist Financial Corp
NEW13,479—+13,479——$450.8K—2026-10-30
Community Financial Services Group, LLC
DECREASED12,01012,379-369-3%$421.0K$401.9K-$19.1K2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED10,99510,344+651+6%$350.7K$367.7K+$17.0K2026-10-29
Birch Hill Investment Advisors LLC
UNCHANGED9,2609,26000%$314.0K$309.7K-$4.3K2026-10-16
Pekin Hardy Strauss, Inc.
INCREASED7,5177,447+70+1%$252.5K$251.4K-$1.1K2026-11-02
Milestone Investment Advisors LLC
UNCHANGED878700%$3.0K$2.9K-$412026-11-05
Goldman Sachs Group Inc
N/A—63,712-63,712-100%$2.2M———
Invesco Ltd.
N/A—39,683-39,683-100%$1.3M———
Citadel Advisors LLC
N/A—32,327-32,327-100%$1.1M———
Bank of America Corp
N/A—24,419-24,419-100%$828.0K———
Tower Research Capital LLC (TRC)
N/A—21,574-21,574-100%$731.6K———
Advisory Services Network, LLC
N/A—18,521-18,521-100%$628.1K———
National Bank of Canada
N/A—15,828-15,828-100%$536.1K———
Betterment LLC
N/A—15,532-15,532-100%$527.0K———
MJP Associates Inc
N/A—13,456-13,456-100%$456.3K———
Osaic Holdings, Inc.
N/A—11,452-11,452-100%$388.3K———
Kingsview Wealth Management, LLC
N/A—8,300-8,300-100%$281.5K———
Raymond James Financial Inc
N/A—6,550-6,550-100%$222.1K———
Royal Bank of Canada
N/A—2,362-2,362-100%$80.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,913-1,913-100%$64.9K———
Blair William & Co
N/A—990-990-100%$33.6K———
Aptus Capital Advisors, LLC
N/A—377-377-100%$12.8K———
Ancora Advisors LLCA
N/A—82-82-100%$2.8K———
Vanguard Advisers Inc
N/A—61-61-100%$2.1K———
Morgan Stanley
N/A—1-1-100%$37———
Showing 33 of 33 institutions