RSPU Institutional Ownership & Shareholders
INVESCO S&P 500 EQUAL WEIGHT (RSPU) is currently held by 115 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $233.69M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of RSPU tracked by InsiderSet, reporting ownership valued at approximately $48.16M 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 $45.79M, representing an estimated loss of -4.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
115
Total Reported Value
$233.69M
Largest Holder
Lpl Financial Llc
Largest Position
$48.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 593,610 | $48,159,556 | $45,791,075 | -$2,368,481 | -4.92% | |
| Bank Of America Corp | 0.00% | 420,124 | $34,084,660 | $32,408,365 | -$1,676,295 | -4.92% | |
| Morgan Stanley | 0.00% | 219,208 | $17,784,348 | $16,909,705 | -$874,643 | -4.92% | |
| Raymond James Financial Inc | 0.00% | 164,273 | $13,327,473 | $12,672,019 | -$655,454 | -4.92% | |
| Osaic Holdings, Inc. | 0.01% | 122,710 | $9,965,464 | $9,465,849 | -$499,615 | -5.01% | |
| Kestra Advisory Services, Llc | 0.03% | 112,864 | $9,156,673 | $8,706,329 | -$450,344 | -4.92% | |
| Denver Wealth Management, Inc. | 2.44% | 105,068 | $8,524,123 | $8,104,946 | -$419,177 | -4.92% | |
| Studio Investment Management Llc | 1.27% | 106,933 | $7,496,003 | $8,248,812 | +$752,809 | +10.04% | |
| Ameriprise Financial Inc | 0.00% | 64,966 | $5,261,554 | $5,011,477 | -$250,077 | -4.75% | |
| Rm Financial Services, Llc | 3.07% | 50,927 | $4,131,684 | $3,928,509 | -$203,175 | -4.92% | |
| Wealthcare Investment Partners, Llc | 0.99% | 50,249 | $4,076,711 | $3,876,208 | -$200,503 | -4.92% | |
| Redstone Wealth Management, Llc | 2.55% | 57,951 | $4,062,381 | $4,470,340 | +$407,959 | +10.04% | |
| Ubs Group Ag | 0.00% | 49,511 | $4,016,828 | $3,819,279 | -$197,549 | -4.92% | |
| Jones Financial Companies Lllp | 0.00% | 41,286 | $3,413,564 | $3,184,802 | -$228,762 | -6.70% | |
| Friedenthal Financial | 1.44% | 47,362 | $3,320,043 | $3,653,505 | +$333,462 | +10.04% | |
| Advisory Services Network, Llc | 0.04% | 39,555 | $3,209,073 | $3,051,273 | -$157,800 | -4.92% | |
| Jpmorgan Chase & Co | 0.00% | 34,748 | $2,858,453 | $2,680,461 | -$177,992 | -6.23% | |
| Wells Fargo & Company/Mn | 0.00% | 32,496 | $2,636,450 | $2,506,741 | -$129,709 | -4.92% | |
| Harbour Investments, Inc. | 0.04% | 32,313 | $2,621,570 | $2,492,625 | -$128,945 | -4.92% | |
| Envestnet Asset Management Inc | 0.00% | 31,345 | $2,543,057 | $2,417,953 | -$125,104 | -4.92% | |
| Dakota Wealth Management | 0.05% | 32,457 | $2,488,154 | $2,503,733 | +$15,579 | +0.63% | |
| Cetera Investment Advisers | 0.00% | 23,395 | $1,897,963 | $1,804,690 | -$93,273 | -4.91% | |
| Newedge Advisors, Llc | 0.01% | 23,390 | $1,897,631 | $1,804,305 | -$93,326 | -4.92% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,370 | $1,896,010 | $1,802,762 | -$93,248 | -4.92% | |
| Farther Finance Advisors, Llc | 0.01% | 26,203 | $1,836,830 | $2,021,299 | +$184,469 | +10.04% | |
| Orographic Financial Advisors, Llc | 1.10% | 21,446 | $1,668,000 | $1,654,344 | -$13,656 | -0.82% | |
| Geneos Wealth Management Inc. | 0.03% | 20,212 | $1,639,827 | $1,559,154 | -$80,673 | -4.92% | |
| World Investment Advisors | 0.03% | 18,777 | $1,523,368 | $1,448,458 | -$74,910 | -4.92% | |
| Modern Wealth Management, Llc | 0.02% | 18,386 | $1,491,656 | $1,418,296 | -$73,360 | -4.92% | |
| Stifel Financial Corp | 0.00% | 18,187 | $1,475,514 | $1,402,945 | -$72,569 | -4.92% | |
| Royal Bank Of Canada | 0.00% | 17,920 | $1,454,000 | $1,382,349 | -$71,651 | -4.93% | |
| Ausdal Financial Partners, Inc. | 0.06% | 17,492 | $1,419,080 | $1,349,333 | -$69,747 | -4.91% | |
| Mfa Wealth Services | 0.83% | 19,924 | $1,396,696 | $1,536,937 | +$140,241 | +10.04% | |
| First Trust Advisors Lp | 0.00% | 13,697 | $1,111,237 | $1,056,587 | -$54,650 | -4.92% | |
| Scotia Capital Inc. | 0.00% | 13,177 | $1,069,052 | $1,016,474 | -$52,578 | -4.92% | |
| Waverly Advisors, Llc | 0.01% | 12,245 | $993,443 | $944,579 | -$48,864 | -4.92% | |
| Bluedoor Private Wealth, Llc | 0.40% | 11,809 | $958,064 | $910,946 | -$47,118 | -4.92% | |
| Pacific Sun Financial Corp | 0.39% | 11,656 | $945,651 | $899,144 | -$46,507 | -4.92% | |
| Stephens Inc | 0.01% | 11,258 | $913,362 | $868,442 | -$44,920 | -4.92% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 11,720 | $821,537 | $904,081 | +$82,544 | +10.05% | |
| Concurrent Investment Advisors, Llc | 0.01% | 11,657 | $817,140 | $899,221 | +$82,081 | +10.04% | |
| Berger Financial Group, Inc | 0.04% | 9,833 | $797,747 | $758,518 | -$39,229 | -4.92% | |
| Simplicity Wealth,Llc | 0.02% | 10,814 | $758,089 | $834,192 | +$76,103 | +10.04% | |
| Integrity Alliance, Llc. | 0.02% | 10,358 | $726,142 | $799,016 | +$72,874 | +10.04% | |
| Private Advisor Group, Llc | 0.00% | 8,780 | $712,326 | $677,289 | -$35,037 | -4.92% | |
| Focus Partners Wealth | 0.00% | 8,300 | $673,449 | $640,262 | -$33,187 | -4.93% | |
| Perigon Wealth Management, Llc | 0.01% | 8,137 | $570,387 | $627,688 | +$57,301 | +10.05% | |
| Gladstone Institutional Advisory Llc | 0.02% | 6,924 | $561,732 | $534,117 | -$27,615 | -4.92% | |
| Mml Investors Services, Llc | 0.00% | 6,561 | $532,261 | $506,116 | -$26,145 | -4.91% | |
| Lido Advisors, Llc | 0.00% | 6,519 | $528,886 | $502,876 | -$26,010 | -4.92% |
Frequently asked questions about RSPU
Who are the largest institutional holders of RSPU?
The largest institutional holders of RSPU reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported RSPU position.
What is RSPU institutional ownership?
This page tracks RSPU positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 EQUAL WEIGHT (RSPU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSPU?
InsiderSet currently tracks 115 institutional managers reporting RSPU 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 RSPU shareholders.
How much RSPU stock do institutions own?
Institutional investment managers disclosed approximately $233.69M in RSPU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSPU institutional ownership last updated?
The latest RSPU 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 RSPU 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 RSPU position after the reporting date.
Are institutions buying or selling RSPU?
Institutional buying and selling can be analyzed by comparing RSPU positions across consecutive 13F reporting periods. InsiderSet's RSPU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSPU ownership changes.
How has RSPU institutional ownership changed over time?
InsiderSet tracks RSPU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.