13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
RSPF

Invesco S&P 500 Eq Weight Finc

100 institutions still hold Invesco S&P 500 Eq Weight Finc as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137v340·100 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.9%
vs prior quarter
13F value held
$91M
69.0% inst. owned
of float
Holders
100
+73 QoQ
filers reporting
Activity
+78 / −95
+959 added · −892 reduced
this quarter
Concentration
19.79%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

100 institutions reported RSPF in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 19.8% of the visible book. +73 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M252K0.00%Q1 202602
Joseph Group Capital Management
CIK 0001910383
$8M108K1.93%Q1 202603
MORGAN STANLEY
CIK 0000895421
$7M99K0.00%Q1 202604
Joseph P. Lucia & Associates, LLC
CIK 0001775391
$6M79K2.01%Q1 202605
Davis Investment Partners, LLC
CIK 0001963865
$5M66K1.67%Q1 202606
LPL Financial LLC
CIK 0001403438
$5M66K0.00%Q1 202607
JPMORGAN CHASE & CO
CIK 0000019617
$4M63K0.00%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$4M54K0.00%Q1 202609
SignalPoint Asset Management, LLC
CIK 0001566414
$4M53K0.93%Q4 202410
Allen Capital Group, LLC
CIK 0001601384
$4M51K0.33%Q1 202611
Farther Finance Advisors, LLC
CIK 0001992825
$4M50K0.03%Q1 202612
Yoder Wealth Management, Inc.
CIK 0001973967
$3M45K1.45%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M44K0.00%Q1 202614
UBS Group AG
CIK 0001610520
$3M41K0.00%Q1 202615
PGIM Custom Harvest LLC
CIK 0001845793
$3M39K0.04%Q1 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M37K0.00%Q1 202617
ARKANSAS FINANCIAL GROUP, INC.
CIK 0000764611
$3M36K0.37%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$2M32K0.01%Q1 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M31K0.00%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M26K0.00%Q1 2026
Page 1 of 5
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