INVESCO S&P 500 EQUAL WEIGHT (RSPD) Institutional Shareholders
INVESCO S&P 500 EQUAL WEIGHT (RSPD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $93.59M in RSPD holdings during the latest filing period.
Altfest L J & Co Inc is currently the largest disclosed institutional shareholder of RSPD tracked by InsiderSet, reporting ownership valued at approximately $14.40M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.81M, representing an estimated gain of +2.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed RSPD value among the investors covered in this analysis. Major shareholders include Altfest L J & Co Inc, Raymond James Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 EQUAL WEIGHT (RSPD).
This page ranks the largest institutional RSPD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
84
Total Reported Value
$93.59M
Largest Holder
Altfest L J & Co Inc
Largest Position
$14.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Altfest L J & Co Inc | 1.40% | 257,074 | $14,397,153 | $14,810,033 | +$412,880 | +2.87% | |
| Raymond James Financial Inc | 0.00% | 156,977 | $8,402,777 | $9,043,445 | +$640,668 | +7.62% | |
| Morgan Stanley | 0.00% | 143,657 | $7,689,758 | $8,276,080 | +$586,322 | +7.62% | |
| Hightower Advisors, Llc | 0.01% | 121,381 | $6,497,340 | $6,992,759 | +$495,419 | +7.62% | |
| Wells Fargo & Company/Mn | 0.00% | 111,150 | $5,949,667 | $6,403,352 | +$453,685 | +7.63% | |
| Lpl Financial Llc | 0.00% | 69,045 | $3,695,878 | $3,977,682 | +$281,804 | +7.62% | |
| Leuthold Group, Llc | 0.30% | 53,392 | $2,990,166 | $3,075,913 | +$85,747 | +2.87% | |
| Farther Finance Advisors, Llc | 0.02% | 53,049 | $2,970,956 | $3,056,153 | +$85,197 | +2.87% | |
| Scotia Capital Inc. | 0.01% | 53,332 | $2,854,761 | $3,072,457 | +$217,696 | +7.63% | |
| Precedent Wealth Partners, Llc | 0.41% | 44,502 | $2,492,275 | $2,563,760 | +$71,485 | +2.87% | |
| Bank Of America Corp | 0.00% | 43,970 | $2,353,624 | $2,533,112 | +$179,488 | +7.63% | |
| Goldman Sachs Group Inc | 0.00% | 43,806 | $2,344,869 | $2,523,664 | +$178,795 | +7.62% | |
| Td Waterhouse Canada Inc. | 0.01% | 40,443 | $2,266,885 | $2,329,921 | +$63,036 | +2.78% | |
| Yoder Wealth Management, Inc. | 0.75% | 34,456 | $1,929,674 | $1,985,010 | +$55,336 | +2.87% | |
| Hills Bank & Trust Co | 0.09% | 35,492 | $1,899,834 | $2,044,694 | +$144,860 | +7.62% | |
| Ubs Group Ag | 0.00% | 34,034 | $1,821,806 | $1,960,699 | +$138,893 | +7.62% | |
| Vista Investment Management | 0.58% | 32,379 | $1,733,195 | $1,865,354 | +$132,159 | +7.63% | |
| Friedenthal Financial | 0.73% | 28,111 | $1,574,318 | $1,619,475 | +$45,157 | +2.87% | |
| Carnegie Investment Counsel | 0.03% | 28,969 | $1,550,666 | $1,668,904 | +$118,238 | +7.62% | |
| Legacy Private Trust Co. | 0.08% | 26,883 | $1,505,555 | $1,548,730 | +$43,175 | +2.87% | |
| Walker Asset Management, Llc | 0.65% | 22,875 | $1,281,091 | $1,317,829 | +$36,738 | +2.87% | |
| Joseph P. Lucia & Associates, Llc | 0.44% | 23,199 | $1,241,808 | $1,336,494 | +$94,686 | +7.62% | |
| Pinnacle Associates Ltd | 0.01% | 22,070 | $1,236,008 | $1,271,453 | +$35,445 | +2.87% | |
| Royal Bank Of Canada | 0.00% | 22,140 | $1,185,000 | $1,275,485 | +$90,485 | +7.64% | |
| Strategic Wealth Partners, Ltd. | 0.04% | 21,280 | $1,184,676 | $1,225,941 | +$41,265 | +3.48% | |
| Bnp Paribas Financial Markets | 0.00% | 20,000 | $1,070,570 | $1,152,200 | +$81,630 | +7.62% | |
| Davis Investment Partners, Llc | 0.32% | 17,002 | $910,092 | $979,485 | +$69,393 | +7.62% | |
| Susquehanna International Group, Llp | 0.00% | 15,640 | $837,186 | $901,020 | +$63,834 | +7.62% | |
| Lido Advisors, Llc | 0.00% | 11,007 | $589,188 | $634,113 | +$44,925 | +7.62% | |
| Sanctuary Advisors, Llc | 0.00% | 10,411 | $557,262 | $599,778 | +$42,516 | +7.63% | |
| Advisory Services Network, Llc | 0.01% | 9,960 | $533,144 | $573,796 | +$40,652 | +7.62% | |
| Pgim Custom Harvest Llc | 0.01% | 9,032 | $483,469 | $520,334 | +$36,865 | +7.63% | |
| Imc-Chicago, Llc | 0.01% | 8,974 | $480,365 | $516,992 | +$36,627 | +7.62% | |
| Verity Asset Management, Inc. | 0.19% | 8,326 | $445,678 | $479,661 | +$33,983 | +7.62% | |
| Great Valley Advisor Group, Inc. | 0.01% | 6,449 | $344,867 | $371,527 | +$26,660 | +7.73% | |
| Tower Research Capital Llc (Trc) | 0.01% | 6,201 | $331,930 | $357,240 | +$25,310 | +7.62% | |
| Private Advisor Group, Llc | 0.00% | 5,297 | $296,629 | $305,160 | +$8,531 | +2.88% | |
| Corient Private Wealth Llc | 0.00% | 5,145 | $275,403 | $296,403 | +$21,000 | +7.63% | |
| Empirical Asset Management, Llc | 0.07% | 5,116 | $273,852 | $294,733 | +$20,881 | +7.62% | |
| Waverly Advisors, Llc | 0.00% | 5,089 | $272,407 | $293,177 | +$20,770 | +7.62% | |
| Citadel Advisors Llc | 0.00% | 5,003 | $267,803 | $288,223 | +$20,420 | +7.62% | |
| Independent Advisor Alliance | 0.00% | 4,998 | $267,561 | $287,935 | +$20,374 | +7.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,601 | $257,670 | $265,064 | +$7,394 | +2.87% | |
| James Investment Research, Inc. | 0.03% | 4,454 | $249,442 | $256,595 | +$7,153 | +2.87% | |
| Ameriprise Financial Inc | 0.00% | 4,426 | $236,894 | $254,982 | +$18,088 | +7.64% | |
| Envestnet Asset Management Inc | 0.00% | 4,125 | $231,036 | $237,641 | +$6,605 | +2.86% | |
| Tradewinds Capital Management, Llc | 0.03% | 3,330 | $186,469 | $191,841 | +$5,372 | +2.88% | |
| Corecap Advisors, Llc | 0.00% | 3,025 | $169,412 | $174,270 | +$4,858 | +2.87% | |
| Jones Financial Companies Lllp | 0.00% | 3,011 | $156,768 | $173,464 | +$16,696 | +10.65% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,122 | $113,608 | $122,248 | +$8,640 | +7.61% |
Frequently asked questions about RSPD
Who owns the most RSPD stock?
The largest holders of RSPD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 EQUAL WEIGHT (RSPD).
Is RSPD widely held by superinvestors?
Many widely followed stocks like RSPD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RSPD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.