RSPM Institutional Ownership & Shareholders
INVESCO S&P 500 EQUAL WEIGHT (RSPM) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $66.91M 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 RSPM tracked by InsiderSet, reporting ownership valued at approximately $11.92M 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 $12.66M, representing an estimated gain of +6.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed RSPM value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Cetera Investment Advisers, Friedenthal Financial, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 EQUAL WEIGHT (RSPM).
This page ranks the largest institutional RSPM 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
70
Total Reported Value
$66.91M
Largest Holder
Bank Of America Corp
Largest Position
$11.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
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% | 308,497 | $11,920,351 | $12,657,632 | +$737,281 | +6.19% | |
| Cetera Investment Advisers | 0.01% | 196,181 | $7,580,570 | $8,049,306 | +$468,736 | +6.18% | |
| Friedenthal Financial | 2.33% | 144,400 | $5,367,353 | $5,924,732 | +$557,379 | +10.38% | |
| Raymond James Financial Inc | 0.00% | 114,295 | $4,416,412 | $4,689,524 | +$273,112 | +6.18% | |
| Lpl Financial Llc | 0.00% | 100,176 | $3,870,853 | $4,110,221 | +$239,368 | +6.18% | |
| Maltin Wealth Management, Inc. | 1.22% | 99,477 | $3,697,578 | $4,081,541 | +$383,963 | +10.38% | |
| Royal Bank Of Canada | 0.00% | 79,266 | $3,062,000 | $3,252,284 | +$190,284 | +6.21% | |
| Morgan Stanley | 0.00% | 75,951 | $2,934,808 | $3,116,270 | +$181,462 | +6.18% | |
| Ntv Asset Management Llc | 0.26% | 77,086 | $2,865,287 | $3,162,839 | +$297,552 | +10.38% | |
| Pacific Sun Financial Corp | 0.77% | 48,525 | $1,875,035 | $1,990,981 | +$115,946 | +6.18% | |
| Courage Miller Partners, Llc | 0.48% | 48,859 | $1,816,078 | $2,004,685 | +$188,607 | +10.39% | |
| Merit Financial Group, Llc | 0.01% | 44,039 | $1,701,697 | $1,806,920 | +$105,223 | +6.18% | |
| Wells Fargo & Company/Mn | 0.00% | 34,436 | $1,330,627 | $1,412,909 | +$82,282 | +6.18% | |
| Meitav Investment House Ltd | 0.01% | 32,715 | $1,216,017 | $1,342,296 | +$126,279 | +10.38% | |
| Peak Financial Management, Inc. | 0.21% | 24,517 | $911,326 | $1,005,933 | +$94,607 | +10.38% | |
| Osaic Holdings, Inc. | 0.00% | 23,085 | $892,450 | $947,178 | +$54,728 | +6.13% | |
| Farther Finance Advisors, Llc | 0.01% | 23,623 | $878,067 | $969,252 | +$91,185 | +10.38% | |
| Private Advisor Group, Llc | 0.00% | 19,951 | $770,908 | $818,590 | +$47,682 | +6.19% | |
| Mckinley Carter Wealth Services, Inc. | 0.03% | 18,183 | $675,863 | $746,048 | +$70,185 | +10.38% | |
| Ubs Group Ag | 0.00% | 17,131 | $661,959 | $702,885 | +$40,926 | +6.18% | |
| Harbour Investments, Inc. | 0.01% | 13,425 | $518,748 | $550,828 | +$32,080 | +6.18% | |
| Arax Advisory Partners | 0.00% | 13,096 | $506,038 | $537,329 | +$31,291 | +6.18% | |
| Kestra Advisory Services, Llc | 0.00% | 12,305 | $457,382 | $504,874 | +$47,492 | +10.38% | |
| Hartford Financial Management Inc. | 0.10% | 11,500 | $427,455 | $471,845 | +$44,390 | +10.38% | |
| Envestnet Asset Management Inc | 0.00% | 11,055 | $427,187 | $453,587 | +$26,400 | +6.18% | |
| Creative Financial Designs Inc | 0.02% | 10,675 | $412,489 | $437,995 | +$25,506 | +6.18% | |
| Lido Advisors, Llc | 0.00% | 10,436 | $403,257 | $428,189 | +$24,932 | +6.18% | |
| Flputnam Investment Management Co | 0.00% | 10,300 | $397,998 | $422,609 | +$24,611 | +6.18% | |
| Walker Asset Management, Llc | 0.18% | 9,471 | $352,048 | $388,595 | +$36,547 | +10.38% | |
| Jones Financial Companies Lllp | 0.00% | 8,898 | $349,237 | $365,085 | +$15,848 | +4.54% | |
| Asset Management Group, Inc. | 0.05% | 8,370 | $323,434 | $343,421 | +$19,987 | +6.18% | |
| Susquehanna International Group, Llp | 0.00% | 8,098 | $312,912 | $332,261 | +$19,349 | +6.18% | |
| Jpmorgan Chase & Co | 0.00% | 7,866 | $303,128 | $322,742 | +$19,614 | +6.47% | |
| Summit Financial, Llc | 0.00% | 7,718 | $298,221 | $316,670 | +$18,449 | +6.19% | |
| First Heartland Consultants, Inc. | 0.02% | 7,876 | $292,751 | $323,152 | +$30,401 | +10.38% | |
| Clearstead Advisors, Llc | 0.00% | 7,088 | $273,885 | $290,821 | +$16,936 | +6.18% | |
| Capital Square, Llc | 0.12% | 7,248 | $269,427 | $297,385 | +$27,958 | +10.38% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 6,905 | $266,813 | $283,312 | +$16,499 | +6.18% | |
| Ameritas Advisory Services, Llc | 0.00% | 6,154 | $237,784 | $252,499 | +$14,715 | +6.19% | |
| Yoder Wealth Management, Inc. | 0.09% | 6,144 | $228,372 | $252,088 | +$23,716 | +10.38% | |
| Truist Financial Corp | 0.00% | 5,652 | $210,085 | $231,902 | +$21,817 | +10.38% | |
| Hrt Financial Lp | 0.00% | 5,384 | $208,000 | $220,906 | +$12,906 | +6.20% | |
| Tower Research Capital Llc (Trc) | 0.00% | 4,473 | $172,839 | $183,527 | +$10,688 | +6.18% | |
| Allworth Financial Lp | 0.00% | 4,395 | $169,843 | $180,327 | +$10,484 | +6.17% | |
| Key Financial Inc | 0.02% | 3,010 | $111,882 | $123,500 | +$11,618 | +10.38% | |
| Fmr Llc | 0.00% | 1,980 | $76,512 | $81,239 | +$4,727 | +6.18% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,585 | $61,245 | $65,033 | +$3,788 | +6.18% | |
| Blair William & Co/Il | 0.00% | 1,510 | $58,347 | $61,955 | +$3,608 | +6.18% | |
| Beacon Investment Advisory Services, Inc. | 0.00% | 1,421 | $52,832 | $58,304 | +$5,472 | +10.36% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,172 | $45,287 | $48,087 | +$2,800 | +6.18% |
Frequently asked questions about RSPM
Who are the largest institutional holders of RSPM?
The largest institutional holders of RSPM reported in the latest SEC Form 13F filings include Bank Of America Corp, Cetera Investment Advisers, Friedenthal Financial, Raymond James Financial Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported RSPM position.
What is RSPM institutional ownership?
This page tracks RSPM positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 EQUAL WEIGHT (RSPM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSPM?
InsiderSet currently tracks 70 institutional managers reporting RSPM 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 RSPM shareholders.
How much RSPM stock do institutions own?
Institutional investment managers disclosed approximately $66.91M in RSPM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSPM institutional ownership last updated?
The latest RSPM 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 RSPM 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 RSPM position after the reporting date.
Are institutions buying or selling RSPM?
Institutional buying and selling can be analyzed by comparing RSPM positions across consecutive 13F reporting periods. InsiderSet's RSPM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSPM ownership changes.
How has RSPM institutional ownership changed over time?
InsiderSet tracks RSPM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.