RSPF Institutional Ownership & Shareholders
INVESCO S&P 500 EQUAL WEIGHT (RSPF) is currently held by 105 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $136.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of RSPF tracked by InsiderSet, reporting ownership valued at approximately $19.17M 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 $20.74M, representing an estimated gain of +8.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed RSPF value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Joseph Group Capital Management, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 EQUAL WEIGHT (RSPF).
This page ranks the largest institutional RSPF 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
105
Total Reported Value
$136.43M
Largest Holder
Bank Of America Corp
Largest Position
$19.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 247,166 | $19,167,704 | $20,737,227 | +$1,569,523 | +8.19% | |
| Morgan Stanley | 0.00% | 187,386 | $14,531,895 | $15,721,685 | +$1,189,790 | +8.19% | |
| Joseph Group Capital Management | 1.77% | 108,498 | $8,414,040 | $9,102,982 | +$688,942 | +8.19% | |
| Joseph P. Lucia & Associates, Llc | 1.76% | 78,533 | $6,078,866 | $6,588,919 | +$510,053 | +8.39% | |
| Davis Investment Partners, Llc | 1.58% | 66,724 | $5,174,471 | $5,598,144 | +$423,673 | +8.19% | |
| Blue Chip Partners, Llc | 0.32% | 65,648 | $5,090,969 | $5,507,867 | +$416,898 | +8.19% | |
| Jpmorgan Chase & Co | 0.00% | 63,988 | $4,972,910 | $5,368,593 | +$395,683 | +7.96% | |
| Allen Capital Group, Llc | 0.31% | 50,216 | $3,886,941 | $4,213,122 | +$326,181 | +8.39% | |
| Farther Finance Advisors, Llc | 0.03% | 48,242 | $3,734,172 | $4,047,504 | +$313,332 | +8.39% | |
| Yoder Wealth Management, Inc. | 1.34% | 45,773 | $3,543,059 | $3,840,355 | +$297,296 | +8.39% | |
| Cetera Investment Advisers | 0.00% | 45,367 | $3,518,199 | $3,806,291 | +$288,092 | +8.19% | |
| Ubs Group Ag | 0.00% | 41,067 | $3,184,746 | $3,445,521 | +$260,775 | +8.19% | |
| Pgim Custom Harvest Llc | 0.04% | 39,668 | $3,076,221 | $3,328,145 | +$251,924 | +8.19% | |
| Goldman Sachs Group Inc | 0.00% | 37,840 | $2,934,492 | $3,174,776 | +$240,284 | +8.19% | |
| Arkansas Financial Group, Inc. | 0.37% | 35,454 | $2,744,325 | $2,974,591 | +$230,266 | +8.39% | |
| Westend Advisors, Llc | 0.06% | 32,577 | $2,521,622 | $2,733,210 | +$211,588 | +8.39% | |
| Wells Fargo & Company/Mn | 0.00% | 32,434 | $2,515,233 | $2,721,213 | +$205,980 | +8.19% | |
| Lpl Financial Llc | 0.00% | 30,514 | $2,366,374 | $2,560,125 | +$193,751 | +8.19% | |
| Raymond James Financial Inc | 0.00% | 25,920 | $2,010,082 | $2,174,688 | +$164,606 | +8.19% | |
| Walker Asset Management, Llc | 0.83% | 21,177 | $1,639,172 | $1,776,750 | +$137,578 | +8.39% | |
| Mai Capital Management | 0.01% | 20,741 | $1,608,487 | $1,740,170 | +$131,683 | +8.19% | |
| Sunbelt Securities, Inc. | 0.09% | 20,838 | $1,487,623 | $1,748,308 | +$260,685 | +17.52% | |
| Newedge Advisors, Llc | 0.00% | 18,777 | $1,456,100 | $1,575,390 | +$119,290 | +8.19% | |
| Harbour Investments, Inc. | 0.02% | 18,573 | $1,440,337 | $1,558,275 | +$117,938 | +8.19% | |
| Two Sigma Investments, Lp | 0.00% | 18,210 | $1,412,186 | $1,527,819 | +$115,633 | +8.19% | |
| Susquehanna International Group, Llp | 0.00% | 17,633 | $1,367,439 | $1,479,409 | +$111,970 | +8.19% | |
| Arkadios Wealth Advisors | 0.02% | 16,697 | $1,294,823 | $1,400,878 | +$106,055 | +8.19% | |
| Hills Bank & Trust Co | 0.06% | 16,898 | $1,206,348 | $1,417,742 | +$211,394 | +17.52% | |
| Osaic Holdings, Inc. | 0.00% | 15,432 | $1,197,954 | $1,294,745 | +$96,791 | +8.08% | |
| Silver Oak Securities, Incorporated | 0.07% | 14,195 | $1,100,835 | $1,190,961 | +$90,126 | +8.19% | |
| Stifel Financial Corp | 0.00% | 14,121 | $1,095,087 | $1,184,752 | +$89,665 | +8.19% | |
| Lido Advisors, Llc | 0.00% | 14,093 | $1,092,912 | $1,182,403 | +$89,491 | +8.19% | |
| Ausdal Financial Partners, Inc. | 0.04% | 13,620 | $1,056,218 | $1,142,718 | +$86,500 | +8.19% | |
| Jones Financial Companies Lllp | 0.00% | 12,701 | $986,296 | $1,065,614 | +$79,318 | +8.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,612 | $976,272 | $1,058,147 | +$81,875 | +8.39% | |
| Pacific Sun Financial Corp | 0.40% | 12,520 | $970,926 | $1,050,428 | +$79,502 | +8.19% | |
| Geneos Wealth Management Inc. | 0.02% | 12,217 | $947,428 | $1,025,006 | +$77,578 | +8.19% | |
| Frg Family Wealth Advisors Llc | 0.13% | 11,375 | $812,061 | $954,363 | +$142,302 | +17.52% | |
| Focus Financial Network, Inc. | 0.02% | 10,324 | $799,133 | $866,184 | +$67,051 | +8.39% | |
| Private Advisor Group, Llc | 0.00% | 9,166 | $710,847 | $769,027 | +$58,180 | +8.18% | |
| Mission Wealth Management, Lp | 0.01% | 9,127 | $706,476 | $765,755 | +$59,279 | +8.39% | |
| Creative Planning | 0.00% | 7,994 | $618,776 | $670,697 | +$51,921 | +8.39% | |
| Perryman Financial Advisory Inc | 0.08% | 7,953 | $615,622 | $667,257 | +$51,635 | +8.39% | |
| Friedenthal Financial | 0.26% | 7,873 | $609,410 | $660,545 | +$51,135 | +8.39% | |
| Empirical Asset Management, Llc | 0.12% | 6,985 | $541,687 | $586,042 | +$44,355 | +8.19% | |
| Berger Financial Group, Inc | 0.03% | 6,680 | $518,056 | $560,452 | +$42,396 | +8.18% | |
| Corient Private Wealth Llc | 0.00% | 6,347 | $492,210 | $532,513 | +$40,303 | +8.19% | |
| Envestnet Asset Management Inc | 0.00% | 6,322 | $490,271 | $530,416 | +$40,145 | +8.19% | |
| Kestra Advisory Services, Llc | 0.00% | 5,942 | $459,918 | $498,534 | +$38,616 | +8.40% | |
| Mml Investors Services, Llc | 0.00% | 5,406 | $419,226 | $453,563 | +$34,337 | +8.19% |
Frequently asked questions about RSPF
Who are the largest institutional holders of RSPF?
The largest institutional holders of RSPF reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Joseph Group Capital Management, Joseph P. Lucia & Associates, Llc, and Davis Investment Partners, Llc. InsiderSet ranks institutional holders by their latest reported RSPF position.
What is RSPF institutional ownership?
This page tracks RSPF positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 EQUAL WEIGHT (RSPF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSPF?
InsiderSet currently tracks 105 institutional managers reporting RSPF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RSPF shareholders.
How much RSPF stock do institutions own?
Institutional investment managers disclosed approximately $136.43M in RSPF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSPF institutional ownership last updated?
The latest RSPF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RSPF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RSPF position after the reporting date.
Are institutions buying or selling RSPF?
Institutional buying and selling can be analyzed by comparing RSPF positions across consecutive 13F reporting periods. InsiderSet's RSPF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSPF ownership changes.
How has RSPF institutional ownership changed over time?
InsiderSet tracks RSPF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.