RSPH Institutional Ownership & Shareholders
INVESCO S&P 500 EQUAL WEIGHT (RSPH) is currently held by 189 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $338.07M 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 RSPH tracked by InsiderSet, reporting ownership valued at approximately $44.22M 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 $52.88M, representing an estimated gain of +19.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed RSPH value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Summit Trail Advisors, Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 EQUAL WEIGHT (RSPH).
This page ranks the largest institutional RSPH 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
189
Total Reported Value
$338.07M
Largest Holder
Morgan Stanley
Largest Position
$44.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,332,257 | $44,217,651 | $52,877,280 | +$8,659,629 | +19.58% | |
| Summit Trail Advisors, Llc | 0.27% | 645,280 | $21,416,843 | $25,611,163 | +$4,194,320 | +19.58% | |
| Jpmorgan Chase & Co | 0.00% | 627,768 | $21,005,129 | $24,916,112 | +$3,910,983 | +18.62% | |
| Walled Lake Planning & Wealth Management, Llc | 4.09% | 463,995 | $17,172,444 | $18,415,962 | +$1,243,518 | +7.24% | |
| Bank Of America Corp | 0.00% | 401,114 | $13,312,969 | $15,920,215 | +$2,607,246 | +19.58% | |
| Lpl Financial Llc | 0.00% | 366,785 | $12,173,591 | $14,557,697 | +$2,384,106 | +19.58% | |
| Raymond James Financial Inc | 0.00% | 333,942 | $11,083,538 | $13,254,158 | +$2,170,620 | +19.58% | |
| Mai Capital Management | 0.04% | 323,015 | $10,720,877 | $12,820,465 | +$2,099,588 | +19.58% | |
| Cresset Asset Management, Llc | 0.04% | 305,433 | $10,137,321 | $12,122,636 | +$1,985,315 | +19.58% | |
| Royal Bank Of Canada | 0.00% | 277,231 | $9,201,000 | $11,003,298 | +$1,802,298 | +19.59% | |
| Osaic Holdings, Inc. | 0.01% | 233,436 | $7,747,931 | $9,265,075 | +$1,517,144 | +19.58% | |
| Valley Wealth Managers, Inc. | 0.43% | 204,137 | $7,555,111 | $8,102,198 | +$547,087 | +7.24% | |
| Federation Des Caisses Desjardins Du Quebec | 0.02% | 188,470 | $6,255,319 | $7,480,374 | +$1,225,055 | +19.58% | |
| Cetera Investment Advisers | 0.01% | 172,814 | $5,735,683 | $6,858,988 | +$1,123,305 | +19.58% | |
| Bank Of Montreal | 0.00% | 172,597 | $5,728,494 | $6,850,375 | +$1,121,881 | +19.58% | |
| Friedenthal Financial | 2.24% | 139,374 | $5,158,245 | $5,531,754 | +$373,509 | +7.24% | |
| Wells Fargo & Company/Mn | 0.00% | 154,993 | $5,144,230 | $6,151,672 | +$1,007,442 | +19.58% | |
| Fca Corp | 1.24% | 152,116 | $5,048,718 | $6,037,484 | +$988,766 | +19.58% | |
| Farther Finance Advisors, Llc | 0.03% | 126,615 | $4,686,012 | $5,025,349 | +$339,337 | +7.24% | |
| Focus Financial Network, Inc. | 0.14% | 126,146 | $4,668,669 | $5,006,735 | +$338,066 | +7.24% | |
| National Bank Of Canada | 0.00% | 137,579 | $4,560,744 | $5,460,511 | +$899,767 | +19.73% | |
| Joseph P. Lucia & Associates, Llc | 1.20% | 112,240 | $4,154,013 | $4,454,806 | +$300,793 | +7.24% | |
| Pgim Custom Harvest Llc | 0.05% | 114,215 | $3,790,809 | $4,533,193 | +$742,384 | +19.58% | |
| Commonwealth Equity Services, Llc | 0.00% | 101,825 | $3,768,540 | $4,041,434 | +$272,894 | +7.24% | |
| Ameriprise Financial Inc | 0.00% | 111,310 | $3,694,726 | $4,417,894 | +$723,168 | +19.57% | |
| Ubs Group Ag | 0.00% | 111,153 | $3,689,168 | $4,411,663 | +$722,495 | +19.58% | |
| Stelac Advisory Services Llc | 0.56% | 90,287 | $2,996,626 | $3,583,491 | +$586,865 | +19.58% | |
| Creative Planning | 0.00% | 74,547 | $2,758,983 | $2,958,770 | +$199,787 | +7.24% | |
| Yoder Wealth Management, Inc. | 1.00% | 71,589 | $2,649,509 | $2,841,367 | +$191,858 | +7.24% | |
| Cahill Financial Advisors Inc | 0.24% | 75,587 | $2,508,742 | $3,000,048 | +$491,306 | +19.58% | |
| Rainey & Randall Wealth Advisors Inc. | 0.34% | 64,283 | $2,379,120 | $2,551,392 | +$172,272 | +7.24% | |
| Cornerstone Advisory, Llc | 0.19% | 69,287 | $2,299,637 | $2,750,001 | +$450,364 | +19.58% | |
| Hills Bank & Trust Co | 0.11% | 73,660 | $2,224,060 | $2,923,565 | +$699,505 | +31.45% | |
| Hartford Financial Management Inc. | 0.46% | 55,791 | $2,064,810 | $2,214,345 | +$149,535 | +7.24% | |
| Peak Financial Management, Inc. | 0.46% | 55,426 | $2,051,319 | $2,199,858 | +$148,539 | +7.24% | |
| Coastal Bridge Advisors, Llc | 0.12% | 60,682 | $2,014,033 | $2,408,469 | +$394,436 | +19.58% | |
| Berger Financial Group, Inc | 0.10% | 59,353 | $1,969,912 | $2,355,721 | +$385,809 | +19.59% | |
| Jones Financial Companies Lllp | 0.00% | 51,399 | $1,721,355 | $2,040,026 | +$318,671 | +18.51% | |
| Ironsides Asset Advisors, Llc | 0.41% | 45,808 | $1,695,372 | $1,818,120 | +$122,748 | +7.24% | |
| Walker Asset Management, Llc | 0.83% | 44,448 | $1,645,035 | $1,764,141 | +$119,106 | +7.24% | |
| Bnp Paribas Financial Markets | 0.00% | 42,122 | $1,398,029 | $1,671,822 | +$273,793 | +19.58% | |
| Sandler Capital Management | 0.80% | 41,000 | $1,360,790 | $1,627,290 | +$266,500 | +19.58% | |
| Arax Advisory Partners | 0.01% | 37,266 | $1,236,858 | $1,479,088 | +$242,230 | +19.58% | |
| Biltmore Family Office, Llc | 0.16% | 37,200 | $1,234,668 | $1,476,468 | +$241,800 | +19.58% | |
| Lido Advisors, Llc | 0.00% | 36,249 | $1,203,127 | $1,438,723 | +$235,596 | +19.58% | |
| Beacon Pointe Advisors, Llc | 0.01% | 35,320 | $1,172,271 | $1,401,851 | +$229,580 | +19.58% | |
| Ausdal Financial Partners, Inc. | 0.05% | 35,172 | $1,167,365 | $1,395,977 | +$228,612 | +19.58% | |
| Fsa Wealth Partners, Inc. | 0.30% | 30,299 | $1,121,366 | $1,202,567 | +$81,201 | +7.24% | |
| Citigroup Inc | 0.00% | 33,729 | $1,119,466 | $1,338,704 | +$219,238 | +19.58% | |
| U.S. Capital Wealth Advisors, Llc | 0.03% | 37,069 | $1,119,247 | $1,471,269 | +$352,022 | +31.45% |
Frequently asked questions about RSPH
Who are the largest institutional holders of RSPH?
The largest institutional holders of RSPH reported in the latest SEC Form 13F filings include Morgan Stanley, Summit Trail Advisors, Llc, Jpmorgan Chase & Co, Walled Lake Planning & Wealth Management, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported RSPH position.
What is RSPH institutional ownership?
This page tracks RSPH positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 EQUAL WEIGHT (RSPH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSPH?
InsiderSet currently tracks 189 institutional managers reporting RSPH 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 RSPH shareholders.
How much RSPH stock do institutions own?
Institutional investment managers disclosed approximately $338.07M in RSPH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSPH institutional ownership last updated?
The latest RSPH 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 RSPH 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 RSPH position after the reporting date.
Are institutions buying or selling RSPH?
Institutional buying and selling can be analyzed by comparing RSPH positions across consecutive 13F reporting periods. InsiderSet's RSPH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSPH ownership changes.
How has RSPH institutional ownership changed over time?
InsiderSet tracks RSPH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.