RSPN Institutional Ownership & Shareholders
INVESCO S&P 500 EQUAL WEIGHT (RSPN) is currently held by 153 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $839.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of RSPN tracked by InsiderSet, reporting ownership valued at approximately $210.35M 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 $200.90M, representing an estimated loss of -4.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed RSPN value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Goldman Sachs Group Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 EQUAL WEIGHT (RSPN).
This page ranks the largest institutional RSPN 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
153
Total Reported Value
$839.52M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$210.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.01% | 3,317,862 | $210,352,479 | $200,896,544 | -$9,455,935 | -4.50% | |
| Goldman Sachs Group Inc | 0.01% | 1,963,284 | $125,640,360 | $118,876,846 | -$6,763,514 | -5.38% | |
| Bank Of America Corp | 0.00% | 1,079,727 | $69,097,102 | $65,377,470 | -$3,719,632 | -5.38% | |
| Affinity Wealth Management Llc | 5.19% | 629,151 | $40,262,527 | $38,095,093 | -$2,167,434 | -5.38% | |
| Morgan Stanley | 0.00% | 505,243 | $32,333,089 | $30,592,464 | -$1,740,625 | -5.38% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 1.13% | 430,937 | $27,577,813 | $26,093,235 | -$1,484,578 | -5.38% | |
| Lpl Financial Llc | 0.01% | 375,853 | $24,052,677 | $22,757,899 | -$1,294,778 | -5.38% | |
| Meitav Investment House Ltd | 0.14% | 376,731 | $21,820,260 | $22,811,062 | +$990,802 | +4.54% | |
| Ameriprise Financial Inc | 0.00% | 328,052 | $20,995,684 | $19,863,549 | -$1,132,135 | -5.39% | |
| Royal Bank Of Canada | 0.00% | 318,668 | $20,393,000 | $19,295,347 | -$1,097,653 | -5.38% | |
| Davis Investment Partners, Llc | 5.27% | 270,403 | $17,304,424 | $16,372,902 | -$931,522 | -5.38% | |
| Wells Fargo & Company/Mn | 0.00% | 247,284 | $15,824,958 | $14,973,046 | -$851,912 | -5.38% | |
| Raymond James Financial Inc | 0.00% | 244,788 | $15,665,252 | $14,821,913 | -$843,339 | -5.38% | |
| Newedge Advisors, Llc | 0.03% | 175,472 | $11,229,302 | $10,624,830 | -$604,472 | -5.38% | |
| Wealthcare Advisory Partners Llc | 0.18% | 179,391 | $10,390,352 | $10,862,125 | +$471,773 | +4.54% | |
| Strategic Wealth Partners, Ltd. | 0.64% | 162,003 | $10,367,390 | $9,809,282 | -$558,108 | -5.38% | |
| Carmel Capital Management L.L.C. | 2.36% | 173,445 | $10,045,934 | $10,502,095 | +$456,161 | +4.54% | |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd | 1.22% | 154,563 | $9,891,259 | $9,358,790 | -$532,469 | -5.38% | |
| Ubs Group Ag | 0.00% | 141,607 | $9,062,140 | $8,574,304 | -$487,836 | -5.38% | |
| Bank Of New York Mellon Corp | 0.00% | 134,457 | $8,604,612 | $8,141,371 | -$463,241 | -5.38% | |
| Envestnet Asset Management Inc | 0.00% | 102,046 | $6,530,431 | $6,178,885 | -$351,546 | -5.38% | |
| Tigeroak Management, L.L.C. | 1.67% | 109,827 | $6,361,180 | $6,650,025 | +$288,845 | +4.54% | |
| Cetera Investment Advisers | 0.01% | 86,312 | $5,523,548 | $5,226,192 | -$297,356 | -5.38% | |
| Blue Chip Partners, Llc | 0.34% | 83,176 | $5,322,874 | $5,036,307 | -$286,567 | -5.38% | |
| Kestra Advisory Services, Llc | 0.01% | 80,048 | $4,636,403 | $4,846,906 | +$210,503 | +4.54% | |
| Tkg Advisors, Llc | 1.49% | 75,351 | $4,364,327 | $4,562,503 | +$198,176 | +4.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 68,138 | $3,993,587 | $4,125,756 | +$132,169 | +3.31% | |
| Sage Advisory Services, Ltd.Co. | 1.92% | 61,629 | $3,570,000 | $3,731,636 | +$161,636 | +4.53% | |
| Evernest Financial Advisors, Llc | 0.74% | 55,497 | $3,551,504 | $3,360,343 | -$191,161 | -5.38% | |
| Farther Finance Advisors, Llc | 0.02% | 59,107 | $3,423,477 | $3,578,929 | +$155,452 | +4.54% | |
| G&S Capital Llc | 0.96% | 56,792 | $3,289,399 | $3,438,756 | +$149,357 | +4.54% | |
| Harbor Asset Planning, Inc. | 2.46% | 56,468 | $3,270,729 | $3,419,137 | +$148,408 | +4.54% | |
| Joseph P. Lucia & Associates, Llc | 0.78% | 46,473 | $2,691,716 | $2,813,940 | +$122,224 | +4.54% | |
| Treasure Coast Financial Planning | 1.30% | 41,755 | $2,672,105 | $2,528,265 | -$143,840 | -5.38% | |
| Osaic Holdings, Inc. | 0.00% | 38,328 | $2,453,526 | $2,320,760 | -$132,766 | -5.41% | |
| National Bank Of Canada | 0.00% | 37,858 | $2,422,155 | $2,292,302 | -$129,853 | -5.36% | |
| Choice Wealth Advisors Llc | 0.84% | 41,753 | $2,418,334 | $2,528,144 | +$109,810 | +4.54% | |
| Stifel Financial Corp | 0.00% | 37,127 | $2,375,962 | $2,248,040 | -$127,922 | -5.38% | |
| Hills Bank & Trust Co | 0.11% | 40,597 | $2,337,575 | $2,458,148 | +$120,573 | +5.16% | |
| Equitable Holdings, Inc. | 0.01% | 36,302 | $2,323,133 | $2,198,086 | -$125,047 | -5.38% | |
| Jones Financial Companies Lllp | 0.00% | 34,823 | $2,201,480 | $2,108,533 | -$92,947 | -4.22% | |
| Pgim Custom Harvest Llc | 0.03% | 32,901 | $2,105,500 | $1,992,156 | -$113,344 | -5.38% | |
| Access Financial Services, Inc. | 0.65% | 30,975 | $1,982,230 | $1,875,536 | -$106,694 | -5.38% | |
| Fdx Advisors, Inc. | 0.58% | 29,959 | $1,917,000 | $1,814,017 | -$102,983 | -5.37% | |
| Friedenthal Financial | 0.74% | 29,505 | $1,708,911 | $1,786,528 | +$77,617 | +4.54% | |
| Fmr Llc | 0.00% | 26,220 | $1,677,952 | $1,587,621 | -$90,331 | -5.38% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 23,754 | $1,520,197 | $1,438,305 | -$81,892 | -5.39% | |
| Nova Wealth Management, Inc. | 0.81% | 22,846 | $1,462,030 | $1,383,325 | -$78,705 | -5.38% | |
| Diversify Advisory Services, Llc | 0.02% | 24,431 | $1,444,110 | $1,479,297 | +$35,187 | +2.44% | |
| Diversify Wealth Management, Llc | 0.02% | 24,431 | $1,444,110 | $1,479,297 | +$35,187 | +2.44% |
Frequently asked questions about RSPN
Who are the largest institutional holders of RSPN?
The largest institutional holders of RSPN reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Goldman Sachs Group Inc, Bank Of America Corp, Affinity Wealth Management Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported RSPN position.
What is RSPN institutional ownership?
This page tracks RSPN positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 EQUAL WEIGHT (RSPN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSPN?
InsiderSet currently tracks 153 institutional managers reporting RSPN 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 RSPN shareholders.
How much RSPN stock do institutions own?
Institutional investment managers disclosed approximately $839.52M in RSPN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSPN institutional ownership last updated?
The latest RSPN 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 RSPN 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 RSPN position after the reporting date.
Are institutions buying or selling RSPN?
Institutional buying and selling can be analyzed by comparing RSPN positions across consecutive 13F reporting periods. InsiderSet's RSPN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSPN ownership changes.
How has RSPN institutional ownership changed over time?
InsiderSet tracks RSPN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.