SPHQ institutional holders

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding822
Shares held155,194,555
Reported value$14.0bn
Quarter flows134 new, 322 added, 220 trimmed, 60 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC13,784,927$1.2bn0.3%
FMR LLC9,352,203$842.6m0.0%
AMERIPRISE FINANCIAL INC9,120,665$821.9m0.2%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC7,364,726$663.6m8.7%
ENVESTNET ASSET MANAGEMENT INC6,731,769$606.5m0.1%
WELLS FARGO & COMPANY/MN5,814,302$523.9m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5,948,776$522.5m0.9%
MORGAN STANLEY5,727,578$516.1m0.0%
BANK OF AMERICA CORP /DE/5,003,440$450.8m0.0%
Heritage Wealth Advisors4,978,794$448.6m15.4%
RAYMOND JAMES FINANCIAL INC4,476,309$403.3m0.1%
VANTAGEPOINT INVESTMENT ADVISERS LLC3,438,541$309.8m2.3%
JONES FINANCIAL COMPANIES LLLP2,968,361$257.8m0.1%
OSAIC HOLDINGS, INC.2,703,877$243.7m0.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,541,105$229.0m0.1%
ROYAL BANK OF CANADA2,227,357$200.7m0.0%
Bank of New York Mellon Corp1,971,842$177.7m0.0%
MML INVESTORS SERVICES, LLC1,968,809$177.4m0.4%
SFMG, LLC1,710,162$154.1m9.3%
UBS Group AG1,676,083$151.0m0.0%
Cetera Investment Advisers1,441,981$129.9m0.1%
Equitable Holdings, Inc.1,436,900$129.5m0.8%
NorthCoast Asset Management LLC1,260,240$113.5m2.5%
First Command Advisory Services, Inc.1,146,360$103.3m0.6%
COMMONWEALTH EQUITY SERVICES, LLC1,081,551$97.4m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPHQ"). SPHQ price history · All 13F data

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