RSPT Institutional Ownership & Shareholders
INVESCO S&P 500 EQUAL WEIGHT (RSPT) is currently held by 501 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.71B 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 RSPT tracked by InsiderSet, reporting ownership valued at approximately $260.49M 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 $254.23M, representing an estimated loss of -2.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% 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
501
Total Reported Value
$2.71B
Largest Holder
Bank Of America Corp
Largest Position
$260.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 4,038,596 | $260,489,455 | $254,229,618 | -$6,259,837 | -2.40% | |
| Morgan Stanley | 0.01% | 2,871,608 | $185,218,792 | $180,767,724 | -$4,451,068 | -2.40% | |
| Wells Fargo & Company/Mn | 0.03% | 2,553,416 | $164,695,297 | $160,737,537 | -$3,957,760 | -2.40% | |
| Lpl Financial Llc | 0.03% | 1,993,202 | $128,561,505 | $125,472,066 | -$3,089,439 | -2.40% | |
| Baltimore-Washington Financial Advisors, Inc. | 4.20% | 1,742,550 | $112,394,494 | $109,693,523 | -$2,700,972 | -2.40% | |
| Ubs Group Ag | 0.01% | 1,462,261 | $94,315,835 | $92,049,330 | -$2,266,505 | -2.40% | |
| Rmg Wealth Management Llc | 8.77% | 1,330,938 | $84,794,062 | $83,782,547 | -$1,011,515 | -1.19% | |
| Davis Investment Partners, Llc | 24.58% | 1,251,606 | $80,728,557 | $78,788,598 | -$1,939,959 | -2.40% | |
| Royal Bank Of Canada | 0.01% | 1,223,031 | $78,886,000 | $76,989,801 | -$1,896,199 | -2.40% | |
| Raymond James Financial Inc | 0.02% | 1,197,136 | $77,215,314 | $75,359,711 | -$1,855,603 | -2.40% | |
| Jpmorgan Chase & Co | 0.00% | 1,145,221 | $72,446,689 | $72,091,662 | -$355,027 | -0.49% | |
| Osaic Holdings, Inc. | 0.06% | 852,226 | $54,978,655 | $53,647,627 | -$1,331,028 | -2.42% | |
| Two Sigma Investments, Lp | 0.04% | 829,900 | $53,528,550 | $52,242,205 | -$1,286,345 | -2.40% | |
| Goldman Sachs Group Inc | 0.01% | 768,805 | $49,587,923 | $48,396,275 | -$1,191,648 | -2.40% | |
| Captrust Financial Advisors | 0.07% | 697,411 | $44,982,987 | $43,902,022 | -$1,080,965 | -2.40% | |
| Baker Avenue Asset Management, Lp | 0.78% | 637,078 | $41,091,555 | $40,104,060 | -$987,495 | -2.40% | |
| Summit Trail Advisors, Llc | 0.49% | 605,866 | $39,078,377 | $38,139,265 | -$939,112 | -2.40% | |
| Bouchey Financial Group Ltd | 1.96% | 471,353 | $30,402,282 | $29,671,671 | -$730,611 | -2.40% | |
| Quadrature Capital Ltd | 0.22% | 406,259 | $26,203,706 | $25,574,004 | -$629,702 | -2.40% | |
| Stonex Group Inc. | 1.03% | 395,236 | $25,492,716 | $24,880,106 | -$612,610 | -2.40% | |
| Pgim Custom Harvest Llc | 0.31% | 388,662 | $25,068,719 | $24,466,273 | -$602,446 | -2.40% | |
| Cetera Investment Advisers | 0.02% | 380,847 | $24,564,643 | $23,974,319 | -$590,324 | -2.40% | |
| Ameriprise Financial Inc | 0.00% | 370,034 | $23,868,420 | $23,293,640 | -$574,780 | -2.41% | |
| Commonwealth Equity Services, Llc | 0.03% | 338,698 | $22,306,627 | $21,321,039 | -$985,588 | -4.42% | |
| Rfp Financial Group Llc | 13.37% | 315,619 | $20,357,445 | $19,868,216 | -$489,229 | -2.40% | |
| Envestnet Asset Management Inc | 0.00% | 296,357 | $19,115,052 | $18,655,673 | -$459,379 | -2.40% | |
| Kingswood Wealth Advisors, Llc | 0.68% | 267,234 | $17,600,011 | $16,822,380 | -$777,631 | -4.42% | |
| Rockport Wealth Llc | 2.90% | 267,458 | $17,251,080 | $16,836,481 | -$414,599 | -2.40% | |
| Patten & Patten Inc/Tn | 0.88% | 256,193 | $16,872,871 | $16,127,349 | -$745,522 | -4.42% | |
| Mariner, Llc | 0.02% | 249,025 | $16,062,136 | $15,676,124 | -$386,012 | -2.40% | |
| Mission Wealth Management, Lp | 0.23% | 217,728 | $14,339,554 | $13,705,978 | -$633,576 | -4.42% | |
| Condor Capital Management | 1.07% | 221,316 | $14,274,931 | $13,931,842 | -$343,089 | -2.40% | |
| Prasad Wealth Partners, Llc | 3.41% | 219,860 | $14,180,971 | $13,840,187 | -$340,784 | -2.40% | |
| Aqr Capital Management Llc | 0.00% | 202,720 | $13,075,453 | $12,761,224 | -$314,229 | -2.40% | |
| Farther Finance Advisors, Llc | 0.09% | 191,088 | $12,585,037 | $12,028,990 | -$556,047 | -4.42% | |
| Aventus Investment Advisors, Inc. | 8.64% | 179,456 | $11,818,972 | $11,296,755 | -$522,217 | -4.42% | |
| Janney Montgomery Scott Llc | 0.02% | 181,296 | $11,694,000 | $11,412,583 | -$281,417 | -2.41% | |
| Arax Advisory Partners | 0.08% | 180,768 | $11,659,532 | $11,379,346 | -$280,186 | -2.40% | |
| Stifel Financial Corp | 0.01% | 174,796 | $11,274,647 | $11,003,408 | -$271,239 | -2.41% | |
| Atlas Capital Advisors Inc. | 1.21% | 170,871 | $11,021,179 | $10,756,329 | -$264,850 | -2.40% | |
| Federation Des Caisses Desjardins Du Quebec | 0.03% | 167,548 | $10,806,837 | $10,547,147 | -$259,690 | -2.40% | |
| Yoder Wealth Management, Inc. | 4.03% | 161,984 | $10,668,266 | $10,196,893 | -$471,373 | -4.42% | |
| Activest Wealth Management | 1.89% | 155,172 | $10,219,627 | $9,768,077 | -$451,550 | -4.42% | |
| Hb Wealth Management, Llc | 0.05% | 148,159 | $9,757,782 | $9,326,609 | -$431,173 | -4.42% | |
| Kestra Advisory Services, Llc | 0.03% | 143,243 | $9,433,995 | $9,017,147 | -$416,848 | -4.42% | |
| Joseph P. Lucia & Associates, Llc | 2.67% | 140,193 | $9,233,127 | $8,825,149 | -$407,978 | -4.42% | |
| Frg Family Wealth Advisors Llc | 1.49% | 200,900 | $9,092,734 | $12,646,655 | +$3,553,921 | +39.09% | |
| Vestmark Advisory Solutions, Inc. | 0.08% | 138,010 | $8,901,645 | $8,687,730 | -$213,916 | -2.40% | |
| Fifth Third Securities, Inc. | 0.44% | 133,022 | $8,760,870 | $8,373,735 | -$387,135 | -4.42% | |
| Walled Lake Planning & Wealth Management, Llc | 2.08% | 132,884 | $8,751,739 | $8,365,048 | -$386,691 | -4.42% |
Frequently asked questions about RSPT
Who are the largest institutional holders of RSPT?
The largest institutional holders of RSPT reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and Baltimore-Washington Financial Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported RSPT position.
What is RSPT institutional ownership?
This page tracks RSPT positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 EQUAL WEIGHT (RSPT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSPT?
InsiderSet currently tracks 501 institutional managers reporting RSPT 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 RSPT shareholders.
How much RSPT stock do institutions own?
Institutional investment managers disclosed approximately $2.71B in RSPT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSPT institutional ownership last updated?
The latest RSPT 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 RSPT 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 RSPT position after the reporting date.
Are institutions buying or selling RSPT?
Institutional buying and selling can be analyzed by comparing RSPT positions across consecutive 13F reporting periods. InsiderSet's RSPT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSPT ownership changes.
How has RSPT institutional ownership changed over time?
InsiderSet tracks RSPT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.