INVESCO S&P 500 EQUAL WEIGHT (RSPT) Institutional Shareholders
INVESCO S&P 500 EQUAL WEIGHT (RSPT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.97B in RSPT holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of RSPT tracked by InsiderSet, reporting ownership valued at approximately $236.71M 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 $316.00M, representing an estimated gain of +33.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed RSPT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 EQUAL WEIGHT (RSPT).
This page ranks the largest institutional RSPT 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
452
Total Reported Value
$1.97B
Largest Holder
Bank Of America Corp
Largest Position
$236.71M
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 | 0.02% | 5,230,024 | $236,710,908 | $315,998,050 | +$79,287,142 | +33.50% | |
| Morgan Stanley | 0.01% | 2,571,242 | $116,374,491 | $155,354,442 | +$38,979,951 | +33.50% | |
| Wells Fargo & Company/Mn | 0.02% | 2,418,069 | $109,441,800 | $146,099,729 | +$36,657,929 | +33.50% | |
| Lpl Financial Llc | 0.02% | 1,993,742 | $90,236,766 | $120,461,892 | +$30,225,126 | +33.50% | |
| Rmg Wealth Management Llc | 9.98% | 1,467,902 | $86,488,814 | $88,690,639 | +$2,201,825 | +2.55% | |
| Baltimore-Washington Financial Advisors, Inc. | 3.31% | 1,696,302 | $76,774,641 | $102,490,567 | +$25,715,926 | +33.50% | |
| Ubs Group Ag | 0.01% | 1,503,174 | $68,033,655 | $90,821,773 | +$22,788,118 | +33.50% | |
| Raymond James Financial Inc | 0.02% | 1,274,550 | $57,686,146 | $77,008,311 | +$19,322,165 | +33.50% | |
| Royal Bank Of Canada | 0.01% | 1,261,214 | $57,084,000 | $76,202,550 | +$19,118,550 | +33.49% | |
| Davis Investment Partners, Llc | 20.05% | 1,253,783 | $56,746,226 | $75,753,569 | +$19,007,343 | +33.50% | |
| Baker Avenue Asset Management, Lp | 0.78% | 637,078 | $41,091,555 | $38,492,253 | -$2,599,302 | -6.33% | |
| Osaic Holdings, Inc. | 0.05% | 792,682 | $35,882,521 | $47,893,846 | +$12,011,325 | +33.47% | |
| Captrust Financial Advisors | 0.06% | 719,795 | $32,577,915 | $43,490,014 | +$10,912,099 | +33.50% | |
| Bouchey Financial Group Ltd | 1.96% | 471,353 | $30,402,282 | $28,479,148 | -$1,923,134 | -6.33% | |
| Goldman Sachs Group Inc | 0.00% | 638,910 | $28,917,066 | $38,602,942 | +$9,685,876 | +33.50% | |
| Summit Trail Advisors, Llc | 0.37% | 568,887 | $25,747,819 | $34,372,153 | +$8,624,334 | +33.50% | |
| Independent Advisor Alliance | 0.27% | 545,754 | $24,700,838 | $32,974,457 | +$8,273,619 | +33.50% | |
| Two Sigma Investments, Lp | 0.02% | 520,400 | $23,553,304 | $31,442,568 | +$7,889,264 | +33.50% | |
| Commonwealth Equity Services, Llc | 0.03% | 337,546 | $21,771,733 | $20,394,529 | -$1,377,204 | -6.33% | |
| Stonex Group Inc. | 1.09% | 449,252 | $20,333,164 | $27,143,806 | +$6,810,642 | +33.50% | |
| Envestnet Asset Management Inc | 0.00% | 296,357 | $19,115,052 | $17,905,890 | -$1,209,162 | -6.33% | |
| Ameriprise Financial Inc | 0.00% | 417,361 | $18,888,579 | $25,216,952 | +$6,328,373 | +33.50% | |
| Pgim Custom Harvest Llc | 0.29% | 412,510 | $18,670,217 | $24,923,854 | +$6,253,637 | +33.50% | |
| Hightower Advisors, Llc | 0.02% | 386,191 | $17,479,225 | $23,333,660 | +$5,854,435 | +33.49% | |
| Rockport Wealth Llc | 2.90% | 267,458 | $17,251,080 | $16,159,812 | -$1,091,268 | -6.33% | |
| Cetera Investment Advisers | 0.02% | 341,701 | $15,465,381 | $20,645,574 | +$5,180,193 | +33.50% | |
| Mission Wealth Management, Lp | 0.19% | 230,180 | $14,846,618 | $13,907,476 | -$939,142 | -6.33% | |
| Prasad Wealth Partners, Llc | 3.41% | 219,860 | $14,180,971 | $13,283,941 | -$897,030 | -6.33% | |
| Farther Finance Advisors, Llc | 0.09% | 187,823 | $12,114,585 | $11,348,266 | -$766,319 | -6.33% | |
| Aventus Investment Advisors, Inc. | 8.65% | 182,929 | $11,798,921 | $11,052,570 | -$746,351 | -6.33% | |
| Mariner, Llc | 0.01% | 255,806 | $11,577,830 | $15,455,799 | +$3,877,969 | +33.49% | |
| Yoder Wealth Management, Inc. | 4.08% | 161,659 | $10,427,006 | $9,767,437 | -$659,569 | -6.33% | |
| Condor Capital Management | 0.86% | 228,153 | $10,326,231 | $13,785,004 | +$3,458,773 | +33.50% | |
| Hb Wealth Management, Llc | 0.05% | 148,202 | $9,559,085 | $8,954,365 | -$604,720 | -6.33% | |
| Activest Wealth Management | 1.79% | 143,952 | $9,284,889 | $8,697,580 | -$587,309 | -6.33% | |
| Aqr Capital Management Llc | 0.00% | 202,720 | $9,175,116 | $12,248,342 | +$3,073,226 | +33.50% | |
| Frg Family Wealth Advisors Llc | 1.49% | 200,900 | $9,092,734 | $12,138,378 | +$3,045,644 | +33.50% | |
| Walled Lake Planning & Wealth Management, Llc | 2.19% | 134,444 | $8,671,650 | $8,123,106 | -$548,544 | -6.33% | |
| Stifel Financial Corp | 0.01% | 191,433 | $8,664,320 | $11,566,382 | +$2,902,062 | +33.49% | |
| Kestra Advisory Services, Llc | 0.03% | 131,012 | $8,450,275 | $7,915,745 | -$534,530 | -6.33% | |
| U.S. Capital Wealth Advisors, Llc | 0.21% | 185,636 | $8,401,903 | $11,216,127 | +$2,814,224 | +33.50% | |
| Federation Des Caisses Desjardins Du Quebec | 0.03% | 182,152 | $8,244,200 | $11,005,624 | +$2,761,424 | +33.50% | |
| Patten & Patten Inc/Tn | 0.50% | 181,795 | $8,228,042 | $10,984,054 | +$2,756,012 | +33.50% | |
| Cascade Wealth Advisors, Inc | 3.39% | 132,813 | $7,723,087 | $8,024,561 | +$301,474 | +3.90% | |
| Fifth Third Securities, Inc. | 0.41% | 110,326 | $7,116,067 | $6,665,897 | -$450,170 | -6.33% | |
| Legacy Private Trust Co. | 0.39% | 107,296 | $6,920,592 | $6,482,824 | -$437,768 | -6.33% | |
| Truist Financial Corp | 0.01% | 106,900 | $6,895,082 | $6,458,898 | -$436,184 | -6.33% | |
| Graham Capital Wealth Management, Llc | 6.05% | 150,424 | $6,808,190 | $9,088,618 | +$2,280,428 | +33.50% | |
| Joseph P. Lucia & Associates, Llc | 2.35% | 145,513 | $6,585,917 | $8,791,895 | +$2,205,978 | +33.50% | |
| Atlas Capital Advisors Inc. | 0.75% | 144,207 | $6,526,808 | $8,712,987 | +$2,186,179 | +33.50% |
Frequently asked questions about RSPT
Who owns the most RSPT stock?
The largest holders of RSPT 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 (RSPT).
Is RSPT widely held by superinvestors?
Many widely followed stocks like RSPT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RSPT 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.