RSPG Institutional Ownership & Shareholders
INVESCO S&P 500 EQUAL WEIGHT (RSPG) is currently held by 151 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $314.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of RSPG tracked by InsiderSet, reporting ownership valued at approximately $33.86M 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 $41.81M, representing an estimated gain of +23.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed RSPG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Matauro, Llc, Bank Of America Corp, 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
151
Total Reported Value
$314.09M
Largest Holder
Morgan Stanley
Largest Position
$33.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 345,657 | $33,860,715 | $41,807,214 | +$7,946,499 | +23.47% | |
| Matauro, Llc | 4.03% | 311,503 | $30,514,841 | $37,676,288 | +$7,161,447 | +23.47% | |
| Bank Of America Corp | 0.00% | 242,859 | $23,790,487 | $29,373,796 | +$5,583,309 | +23.47% | |
| Modern Wealth Management, Llc | 0.26% | 220,963 | $21,645,553 | $26,725,475 | +$5,079,922 | +23.47% | |
| Ubs Group Ag | 0.00% | 197,562 | $19,353,173 | $23,895,124 | +$4,541,951 | +23.47% | |
| Lpl Financial Llc | 0.00% | 146,920 | $14,392,264 | $17,769,974 | +$3,377,710 | +23.47% | |
| Cresset Asset Management, Llc | 0.04% | 122,886 | $12,037,913 | $14,863,062 | +$2,825,149 | +23.47% | |
| Raymond James Financial Inc | 0.00% | 108,806 | $10,658,694 | $13,160,086 | +$2,501,392 | +23.47% | |
| Stonebridge Financial Group, Llc | 0.58% | 73,216 | $7,867,832 | $8,855,475 | +$987,643 | +12.55% | |
| Farther Finance Advisors, Llc | 0.05% | 68,170 | $7,325,567 | $8,245,162 | +$919,595 | +12.55% | |
| Valley Wealth Managers, Inc. | 0.34% | 56,077 | $6,026,034 | $6,782,513 | +$756,479 | +12.55% | |
| Guild Investment Management, Inc. | 3.93% | 58,760 | $5,756,130 | $7,107,022 | +$1,350,892 | +23.47% | |
| Oarsman Capital, Inc. | 0.59% | 56,517 | $5,536,373 | $6,835,731 | +$1,299,358 | +23.47% | |
| Arkfeld Wealth Strategies, L.L.C. | 1.39% | 44,162 | $4,943,068 | $5,341,394 | +$398,326 | +8.06% | |
| Wells Fargo & Company/Mn | 0.00% | 49,545 | $4,853,399 | $5,992,468 | +$1,139,069 | +23.47% | |
| Sanctuary Advisors, Llc | 0.02% | 41,717 | $4,086,639 | $5,045,671 | +$959,032 | +23.47% | |
| Jpmorgan Chase & Co | 0.00% | 39,268 | $3,862,424 | $4,749,465 | +$887,041 | +22.97% | |
| Financial Guidance Group, Inc. | 1.33% | 34,698 | $3,728,679 | $4,196,723 | +$468,044 | +12.55% | |
| Private Advisory Group Llc | 0.20% | 37,376 | $3,661,353 | $4,520,627 | +$859,274 | +23.47% | |
| Osaic Holdings, Inc. | 0.00% | 34,792 | $3,411,291 | $4,208,092 | +$796,801 | +23.36% | |
| Aptus Capital Advisors, Llc | 0.02% | 32,074 | $3,141,969 | $3,879,350 | +$737,381 | +23.47% | |
| Bnp Paribas Financial Markets | 0.00% | 30,842 | $3,021,282 | $3,730,340 | +$709,058 | +23.47% | |
| Davis Investment Partners, Llc | 0.90% | 30,053 | $2,943,962 | $3,634,910 | +$690,948 | +23.47% | |
| Cetera Investment Advisers | 0.00% | 29,975 | $2,936,375 | $3,625,476 | +$689,101 | +23.47% | |
| Ethos Financial Group, Llc | 0.20% | 29,921 | $2,931,013 | $3,618,945 | +$687,932 | +23.47% | |
| Susquehanna International Group, Llp | 0.00% | 28,922 | $2,833,199 | $3,498,116 | +$664,917 | +23.47% | |
| Baird Financial Group, Inc. | 0.00% | 28,414 | $2,783,435 | $3,436,673 | +$653,238 | +23.47% | |
| Joseph P. Lucia & Associates, Llc | 0.78% | 25,228 | $2,711,032 | $3,051,327 | +$340,295 | +12.55% | |
| Royal Bank Of Canada | 0.00% | 27,185 | $2,663,000 | $3,288,026 | +$625,026 | +23.47% | |
| Kestra Advisory Services, Llc | 0.01% | 24,672 | $2,651,302 | $2,984,078 | +$332,776 | +12.55% | |
| Tableaux Llc | 1.04% | 23,612 | $2,537,392 | $2,855,871 | +$318,479 | +12.55% | |
| Iht Wealth Management, Llc | 0.05% | 23,993 | $2,350,313 | $2,901,953 | +$551,640 | +23.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,225 | $2,173,400 | $2,446,214 | +$272,814 | +12.55% | |
| Courage Miller Partners, Llc | 0.56% | 19,840 | $2,132,047 | $2,399,648 | +$267,601 | +12.55% | |
| Goldman Sachs Group Inc | 0.00% | 20,008 | $1,959,984 | $2,419,968 | +$459,984 | +23.47% | |
| Two Sigma Investments, Lp | 0.00% | 18,500 | $1,812,260 | $2,237,575 | +$425,315 | +23.47% | |
| Shaker Investments Llc/Oh | 0.64% | 18,110 | $1,774,056 | $2,190,405 | +$416,349 | +23.47% | |
| Keating Financial Advisory Services, Inc. | 0.21% | 16,395 | $1,606,054 | $1,982,975 | +$376,921 | +23.47% | |
| Somerset Trust Co | 0.43% | 14,201 | $1,526,039 | $1,717,611 | +$191,572 | +12.55% | |
| Lane Generational Llc | 1.17% | 13,586 | $1,330,885 | $1,643,227 | +$312,342 | +23.47% | |
| Pgim Custom Harvest Llc | 0.02% | 13,317 | $1,304,580 | $1,610,691 | +$306,111 | +23.46% | |
| Jones Financial Companies Lllp | 0.00% | 12,931 | $1,274,493 | $1,564,004 | +$289,511 | +22.72% | |
| Envestnet Asset Management Inc | 0.00% | 12,814 | $1,255,215 | $1,549,853 | +$294,638 | +23.47% | |
| Hills Bank & Trust Co | 0.06% | 11,107 | $1,215,883 | $1,343,392 | +$127,509 | +10.49% | |
| Great Valley Advisor Group, Inc. | 0.02% | 11,781 | $1,154,043 | $1,424,912 | +$270,869 | +23.47% | |
| Ameriprise Financial Inc | 0.00% | 10,542 | $1,033,169 | $1,275,055 | +$241,886 | +23.41% | |
| Stephens Inc | 0.01% | 9,638 | $944,138 | $1,165,716 | +$221,578 | +23.47% | |
| Peapack Gladstone Financial Corp | 0.01% | 8,850 | $867,000 | $1,070,408 | +$203,408 | +23.46% | |
| Northwest Wealth Advisors, Llc | 0.42% | 7,815 | $839,840 | $945,224 | +$105,384 | +12.55% | |
| Hrt Financial Lp | 0.00% | 8,351 | $818,000 | $1,010,053 | +$192,053 | +23.48% |
Frequently asked questions about RSPG
Who are the largest institutional holders of RSPG?
The largest institutional holders of RSPG reported in the latest SEC Form 13F filings include Morgan Stanley, Matauro, Llc, Bank Of America Corp, Modern Wealth Management, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported RSPG position.
What is RSPG institutional ownership?
This page tracks RSPG positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 EQUAL WEIGHT (RSPG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSPG?
InsiderSet currently tracks 151 institutional managers reporting RSPG 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 RSPG shareholders.
How much RSPG stock do institutions own?
Institutional investment managers disclosed approximately $314.09M in RSPG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSPG institutional ownership last updated?
The latest RSPG 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 RSPG 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 RSPG position after the reporting date.
Are institutions buying or selling RSPG?
Institutional buying and selling can be analyzed by comparing RSPG positions across consecutive 13F reporting periods. InsiderSet's RSPG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSPG ownership changes.
How has RSPG institutional ownership changed over time?
InsiderSet tracks RSPG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.