Funds holding Invesco S&P 500 Equal Weight C
ISIN US46137V3814 · United States · LEI 549300MDN128WDAE3D15
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 2.7M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Leuthold Core ETF Managed Portfolio Series | 51,280 | 2.7M $ | 4.04 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Leuthold Core ETF Managed Portfolio Series | 4.04 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 51,280 | -15.8 % |
| 2026Q1 | 1 | 0 | 60,926 | -4.0 % |
| 2025Q4 | 1 | 0 | 63,441 | +186.6 % |
| 2025Q3 | 1 | -1 | 22,137 | -26.3 % |
| 2025Q2 | 2 | 0 | 30,033 | -11.7 % |
| 2024Q3 | 2 | +1 | 34,006 | +28.2 % |
| 2024Q2 | 1 | -1 | 26,516 | -60.7 % |
| 2024Q1 | 2 | +1 | 67,406 | +196.8 % |
| 2023Q4 | 1 | 22,708 |
Institutional managers
86 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 871,842 | 46.7K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 156,977 | 8.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 143,657 | 7.7M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 121,381 | 6.5M $ | as of Mar 31, 2026 |
| ALTFEST L J & CO INC | 117,212 | 6.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 111,150 | 5.9M $ | as of Mar 31, 2026 |
| PARK AVENUE SECURITIES LLC | 69,787 | 3.7K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 69,045 | 3.7M $ | as of Mar 31, 2026 |
| LEUTHOLD GROUP, LLC | 56,148 | 3M $ | as of Mar 31, 2026 |
| SCOTIA CAPITAL INC. | 53,332 | 2.9M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 53,242 | 2.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 52,421 | 2.7M $ | as of Mar 31, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | 44,610 | 2.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 43,970 | 2.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 43,806 | 2.3M $ | as of Mar 31, 2026 |
| Hills Bank & Trust Co | 35,492 | 1.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 34,034 | 1.8M $ | as of Mar 31, 2026 |
| Yoder Wealth Management, Inc. | 32,999 | 1.8M $ | as of Mar 31, 2026 |
| VISTA INVESTMENT MANAGEMENT | 32,379 | 1.7M $ | as of Mar 31, 2026 |
| Legacy Private Trust Co. | 31,504 | 1.7M $ | as of Mar 31, 2026 |
| Carnegie Investment Counsel | 28,969 | 1.6M $ | as of Mar 31, 2026 |
| Friedenthal Financial | 26,731 | 1.4M $ | as of Mar 31, 2026 |
| TD Waterhouse Canada Inc. | 24,239 | 1.3M $ | as of Mar 31, 2026 |
| Joseph P. Lucia & Associates, LLC | 23,199 | 1.2M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 22,140 | 1.2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Invesco S&P 500 Equal Weight C". https://titelia.com/en/stocks/invesco-s-p-500-equal-weight-c-US46137V3814