INVESCO S&P 500 EQUAL WEIGHT (RSPU) Top Institutional Shareholders

INVESCO S&P 500 EQUAL WEIGHT (RSPU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $255.49M in RSPU holdings during the latest filing period.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of RSPU tracked by InsiderSet, reporting ownership valued at approximately $47.33M 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 $46.22M, representing an estimated loss of -2.34% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed RSPU value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 EQUAL WEIGHT (RSPU).

This page ranks the largest institutional RSPU 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

126

Total Reported Value

$255.49M

Largest Holder

Lpl Financial Llc

Largest Position

$47.33M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

135

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.01%583,563$47,332,806$46,224,025-$1,108,781-2.34%
Bank Of America Corp0.00%426,932$34,628,455$33,817,284-$811,171-2.34%
Morgan Stanley0.00%179,118$14,528,355$14,187,937-$340,418-2.34%
Raymond James Financial Inc0.00%152,506$12,369,694$12,080,000-$289,694-2.34%
Osaic Holdings, Inc.0.01%124,761$10,130,607$9,882,319-$248,288-2.45%
Kestra Advisory Services, Llc0.04%117,360$9,519,103$9,296,086-$223,017-2.34%
Denver Wealth Management, Inc.2.61%93,577$7,590,055$7,412,234-$177,821-2.34%
Studio Investment Management Llc1.29%94,394$7,058,783$7,476,949+$418,166+5.92%
Baer Investment Advisory Llc0.60%59,765$4,847,539$4,733,986-$113,553-2.34%
Victory Financial Group, Llc0.60%59,765$4,847,539$4,733,986-$113,553-2.34%
Ameriprise Financial Inc0.00%54,287$4,403,718$4,300,073-$103,645-2.35%
Rm Financial Services, Llc3.53%50,393$4,087,416$3,991,630-$95,786-2.34%
Ubs Group Ag0.00%50,378$4,086,160$3,990,441-$95,719-2.34%
Wealth Enhancement Advisory Services, Llc0.01%49,653$4,078,507$3,933,014-$145,493-3.57%
Wealthcare Investment Partners, Llc1.08%48,962$3,902,254$3,878,280-$23,974-0.61%
Advisory Services Network, Llc0.04%40,807$3,309,874$3,232,322-$77,552-2.34%
Friedenthal Financial1.66%40,751$3,305,275$3,227,887-$77,388-2.34%
Marshall & Sterling Wealth Advisors Inc.2.08%39,157$3,176,028$3,101,626-$74,402-2.34%
Two Sigma Investments, Lp0.00%38,400$3,114,624$3,041,664-$72,960-2.34%
Redstone Wealth Management, Llc2.38%36,756$2,981,342$2,911,443-$69,899-2.34%
Arete Wealth Advisors, Llc0.22%36,646$2,968,143$2,902,730-$65,413-2.20%
Jackson Wealth Management, Llc0.28%33,691$2,733,000$2,668,664-$64,336-2.35%
Dakota Wealth Management0.06%31,606$2,563,563$2,503,511-$60,052-2.34%
Wells Fargo & Company/Mn0.00%31,143$2,526,012$2,466,837-$59,175-2.34%
Harbour Investments, Inc.0.04%30,769$2,495,744$2,437,212-$58,532-2.35%
Liberty One Investment Management, Llc0.24%29,104$2,360,646$2,305,328-$55,318-2.34%
Northwestern Mutual Wealth Management Co0.00%28,734$2,330,644$2,276,020-$54,624-2.34%
Envestnet Asset Management Inc0.00%28,474$2,309,543$2,255,426-$54,117-2.34%
Stifel Financial Corp0.00%28,398$2,303,368$2,249,406-$53,962-2.34%
Farther Finance Advisors, Llc0.02%26,152$2,132,957$2,071,500-$61,457-2.88%
Jones Financial Companies Lllp0.00%23,973$1,926,462$1,898,901-$27,561-1.43%
Commonwealth Equity Services, Llc0.00%22,886$1,856,290$1,812,800-$43,490-2.34%
Eversource Wealth Advisors, Llc0.06%18,209$1,831,255$1,442,335-$388,920-21.24%
Cetera Investment Advisers0.00%21,992$1,783,736$1,741,986-$41,750-2.34%
Royal Bank Of Canada0.00%21,654$1,756,000$1,715,213-$40,787-2.32%
Geneos Wealth Management Inc.0.04%19,617$1,591,115$1,553,863-$37,252-2.34%
World Investment Advisors0.02%18,985$1,539,874$1,503,802-$36,072-2.34%
Mfa Wealth Services1.00%18,579$1,506,937$1,471,643-$35,294-2.34%
Flaharty Asset Management, Llc0.18%18,308$1,484,967$1,450,177-$34,790-2.34%
Ausdal Financial Partners, Inc.0.07%18,265$1,481,504$1,446,771-$34,733-2.34%
Sykon Capital Llc0.46%16,839$1,365,811$1,333,817-$31,994-2.34%
American Trust0.11%15,193$1,232,338$1,203,438-$28,900-2.35%
Scotia Capital Inc.0.00%14,307$1,160,442$1,133,257-$27,185-2.34%
Waverly Advisors, Llc0.01%12,147$985,279$962,164-$23,115-2.35%
Signature Estate & Investment Advisors Llc0.02%12,021$974,988$952,183-$22,805-2.34%
Pacific Sun Financial Corp0.46%11,736$951,907$929,609-$22,298-2.34%
Stephens Inc0.01%11,347$920,355$898,796-$21,559-2.34%
Advisory Alpha, Llc0.03%11,296$916,220$894,756-$21,464-2.34%
Bluedoor Private Wealth, Llc0.40%10,723$869,743$849,369-$20,374-2.34%
Berger Financial Group, Inc0.04%9,809$795,597$776,971-$18,626-2.34%

Frequently asked questions about RSPU

  • Who owns the most RSPU stock?

    The largest holders of RSPU 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 (RSPU).

  • Is RSPU widely held by superinvestors?

    Many widely followed stocks like RSPU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RSPU 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.