INVESCO S&P 500 EQUAL WEIGHT (RSPG) Top Institutional Shareholders
INVESCO S&P 500 EQUAL WEIGHT (RSPG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $397.17M in RSPG holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of RSPG tracked by InsiderSet, reporting ownership valued at approximately $42.15M in its March 31, 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 $38.04M, representing an estimated loss of -9.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed RSPG value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 EQUAL WEIGHT (RSPG).
This page ranks the largest institutional RSPG 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
158
Total Reported Value
$397.17M
Largest Holder
Ubs Group Ag
Largest Position
$42.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
174
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 385,035 | $42,149,781 | $38,037,608 | -$4,112,173 | -9.76% | |
| Bank Of America Corp | 0.00% | 363,231 | $39,762,866 | $35,883,590 | -$3,879,276 | -9.76% | |
| Morgan Stanley | 0.00% | 341,442 | $37,377,769 | $33,731,055 | -$3,646,714 | -9.76% | |
| Matauro, Llc | 4.62% | 292,212 | $31,988,422 | $28,867,623 | -$3,120,799 | -9.76% | |
| Flaharty Asset Management, Llc | 3.31% | 243,438 | $26,649,173 | $24,049,240 | -$2,599,933 | -9.76% | |
| Lpl Financial Llc | 0.01% | 190,563 | $20,860,909 | $18,825,719 | -$2,035,190 | -9.76% | |
| Raymond James Financial Inc | 0.00% | 136,826 | $14,978,433 | $13,517,041 | -$1,461,392 | -9.76% | |
| Bnp Paribas Financial Markets | 0.01% | 130,869 | $14,326,229 | $12,928,549 | -$1,397,680 | -9.76% | |
| Cresset Asset Management, Llc | 0.04% | 94,614 | $10,357,395 | $9,346,917 | -$1,010,478 | -9.76% | |
| Arkfeld Wealth Strategies, L.L.C. | 3.20% | 100,850 | $10,131,354 | $9,962,972 | -$168,383 | -1.66% | |
| Farther Finance Advisors, Llc | 0.07% | 71,228 | $7,545,175 | $7,036,614 | -$508,561 | -6.74% | |
| Stonebridge Financial Group, Llc | 0.60% | 66,795 | $7,312,017 | $6,598,678 | -$713,339 | -9.76% | |
| Lee Johnson Capital Management, Llc | 2.45% | 62,328 | $6,823,046 | $6,157,383 | -$665,663 | -9.76% | |
| Guild Investment Management, Inc. | 4.57% | 58,410 | $6,394,143 | $5,770,324 | -$623,819 | -9.76% | |
| Oarsman Capital, Inc. | 0.76% | 56,008 | $6,131,216 | $5,533,030 | -$598,186 | -9.76% | |
| Concurrent Investment Advisors, Llc | 0.06% | 46,052 | $5,041,271 | $4,549,477 | -$491,794 | -9.76% | |
| Royal Bank Of Canada | 0.00% | 41,264 | $4,517,000 | $4,076,471 | -$440,529 | -9.75% | |
| Wells Fargo & Company/Mn | 0.00% | 38,094 | $4,170,141 | $3,763,306 | -$406,835 | -9.76% | |
| Osaic Holdings, Inc. | 0.01% | 35,611 | $3,898,621 | $3,518,011 | -$380,610 | -9.76% | |
| Aptus Capital Advisors, Llc | 0.03% | 31,376 | $3,434,731 | $3,099,635 | -$335,096 | -9.76% | |
| Financial Guidance Group, Inc. | 1.38% | 31,326 | $3,429,235 | $3,094,696 | -$334,539 | -9.76% | |
| Davis Investment Partners, Llc | 1.16% | 30,007 | $3,284,853 | $2,964,392 | -$320,461 | -9.76% | |
| Baird Financial Group, Inc. | 0.01% | 29,795 | $3,261,659 | $2,943,448 | -$318,211 | -9.76% | |
| Iht Wealth Management, Llc | 0.07% | 27,108 | $2,967,548 | $2,677,999 | -$289,549 | -9.76% | |
| Kestra Advisory Services, Llc | 0.01% | 26,673 | $2,919,886 | $2,635,026 | -$284,860 | -9.76% | |
| Joseph P. Lucia & Associates, Llc | 1.02% | 26,145 | $2,862,142 | $2,582,865 | -$279,277 | -9.76% | |
| Marshall Wace, Llp | 0.00% | 25,540 | $2,795,864 | $2,523,097 | -$272,767 | -9.76% | |
| Hightower Advisors, Llc | 0.00% | 25,060 | $2,743,195 | $2,475,677 | -$267,518 | -9.75% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,720 | $2,706,134 | $2,442,089 | -$264,045 | -9.76% | |
| Courage Miller Partners, Llc | 0.65% | 21,053 | $2,304,672 | $2,079,826 | -$224,846 | -9.76% | |
| Cetera Investment Advisers | 0.00% | 20,988 | $2,297,611 | $2,073,405 | -$224,206 | -9.76% | |
| Tableaux Llc | 1.10% | 20,719 | $2,268,109 | $2,046,830 | -$221,279 | -9.76% | |
| Goldman Sachs Group Inc | 0.00% | 20,008 | $2,190,276 | $1,976,590 | -$213,686 | -9.76% | |
| Ethos Financial Group, Llc | 0.15% | 19,095 | $2,115,150 | $1,886,395 | -$228,755 | -10.82% | |
| Shaker Investments Llc/Oh | 0.91% | 18,242 | $1,996,952 | $1,802,127 | -$194,825 | -9.76% | |
| Susquehanna International Group, Llp | 0.00% | 17,606 | $1,927,329 | $1,739,297 | -$188,032 | -9.76% | |
| Empowered Funds, Llc | 0.01% | 17,011 | $1,862,194 | $1,680,517 | -$181,677 | -9.76% | |
| Keating Financial Advisory Services, Inc. | 0.29% | 16,395 | $1,794,761 | $1,619,662 | -$175,099 | -9.76% | |
| Sykon Capital Llc | 0.56% | 15,271 | $1,671,716 | $1,508,622 | -$163,094 | -9.76% | |
| Sanctuary Advisors, Llc | 0.01% | 15,268 | $1,671,346 | $1,508,326 | -$163,020 | -9.75% | |
| Synergy Asset Management, Llc | 0.17% | 14,418 | $1,578,338 | $1,424,354 | -$153,984 | -9.76% | |
| Great Valley Advisor Group, Inc. | 0.03% | 13,841 | $1,515,220 | $1,367,352 | -$147,868 | -9.76% | |
| Somerset Trust Co | 0.46% | 13,817 | $1,512,547 | $1,364,981 | -$147,566 | -9.76% | |
| Pgim Custom Harvest Llc | 0.02% | 13,811 | $1,511,942 | $1,364,389 | -$147,553 | -9.76% | |
| Hills Bank & Trust Co | 0.06% | 11,107 | $1,215,883 | $1,097,261 | -$118,622 | -9.76% | |
| Stephens Inc | 0.01% | 9,734 | $1,065,581 | $961,622 | -$103,959 | -9.76% | |
| Jones Financial Companies Lllp | 0.00% | 9,232 | $1,040,774 | $912,029 | -$128,745 | -12.37% | |
| Northwest Wealth Advisors, Llc | 0.72% | 9,254 | $1,013,044 | $914,203 | -$98,841 | -9.76% | |
| Tower Research Capital Llc (Trc) | 0.02% | 8,275 | $905,864 | $817,487 | -$88,377 | -9.76% | |
| Gotham Asset Management, Llc | 0.00% | 8,258 | $904,003 | $815,808 | -$88,195 | -9.76% |
Frequently asked questions about RSPG
Who owns the most RSPG stock?
The largest holders of RSPG 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 (RSPG).
Is RSPG widely held by superinvestors?
Many widely followed stocks like RSPG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RSPG 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.