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Disclosery

ERTH INVESCO EXCHANGE TRADED FD T

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ETF (fund)

80 managers (80 13F filers) reported a position in ERTH shares at 2026-06-30, 613,290 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
80
13F filers
80
New
4
Added
22
Reduced
17
Sold out
8
Shares held by filers
613,290

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG92,002$4.35M<0.01%-3,19213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/71,306$3.37M<0.01%+4,87613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY65,593$3.1M<0.01%-2,76913F-HRTimelineGroup
FLOW TRADERS U.S. LLC32,934$1.56M0.06%+17,70013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,971$1.42M<0.01%+97513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,355$1.34M<0.01%-22613F-HRTimelineGroup
LPL Financial LLC28,129$1.33M<0.01%-93513F-HRTimeline
ALTFEST L J & CO INC23,244$1.1M0.11%+3,33613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources21,925$1.04M<0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC14,906$705K0.01%-47713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,749$595K<0.01%+5,03613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\11,900$563K<0.01%013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC11,250$532K<0.01%+2013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,377$444K<0.01%+1,71513F-HRTimelineGroup
National Philanthropic Trust8,868$419K0.01%+19513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,272$391K<0.01%+213F-HRTimelineGroup
NATURAL INVESTMENTS, LLC8,188$387K0.09%+3013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,047$381K<0.01%-31,61313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,752$367K<0.01%-66413F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,688$364K0.01%+3613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,260$338K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,855$324K<0.01%-88913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,089$288K<0.01%-63613F-HRTimelineGroup
Cetera Investment Advisers5,825$276K<0.01%-2,01313F-HRTimeline
PFG Investments, LLC5,708$270K0.01%+913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,275$248K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,217$247K<0.01%-17,39813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,185$245K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,049$239K<0.01%+14113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,988$235K<0.01%-1,17813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,888$231K<0.01%-2,14313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,728$224K<0.01%+313F-HRTimelineGroup
Moss Adams Wealth Advisors LLC4,700$222K0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,447$210K<0.01%-2,51513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,130$195K<0.01%+26013F-HRTimelineGroup
Millstone Evans Group, LLC3,850$182K0.1%-10013F-HRTimeline
ALBION FINANCIAL GROUP /UT3,556$168K0.01%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA2,360$112K<0.01%new13F-HRTimelineGroup
WealthCollab, LLC2,238$106K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC2,004$94.8K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,671$79.1K<0.01%+16913F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,475$69.8K0.02%+1213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,345$63.6K<0.01%+2113F-HRTimelineGroup
AlphaCore Capital LLC1,306$61.8K<0.01%013F-HRTimeline
Sankala Group LLC1,204$56.1K0.04%+3213F-HRTimeline
HM PAYSON & CO1,019$48.2K<0.01%013F-HRTimeline
Allworth Financial LP950$44.9K<0.01%+10013F-HRTimeline
Indiana Trust & Investment Management Co870$41.2K0.01%013F-HRTimeline
HOWE & RUSLING INC631$29.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…587$27.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.510$24.1K<0.01%-2513F-HRTimeline
EASTERN BANK490$23.2K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES448$21.2K0.01%013F-HRTimeline
Geneos Wealth Management Inc.427$20.2K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.373$17.6K0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA308$14.6K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.300$14.1K<0.01%+20013F-HRTimeline
McMillan Office, Inc.245$11.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC233$11K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC224$11K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC223$10.5K<0.01%013F-HRTimeline
Piscataqua Savings Bank200$9.46K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…166$7.85K<0.01%013F-HRTimeline
Rossby Financial, LCC161$7.62K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC154$7.28K<0.01%-22713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC148$7K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management140$7K<0.01%013F-HRTimeline
Coston, McIsaac & Partners130$6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc115$5.44K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC100$4.73K<0.01%013F-HRTimeline
Basepoint Wealth LLC98$4.61K<0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT58$2.74K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC50$2.38K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC36$1.7K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC35$1.66K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB20$946<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10$473<0.01%013F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP10$473<0.01%013F-HRTimeline
SHP Wealth Management9$426<0.01%013F-HRTimeline
Blue Trust, Inc.3$143<0.01%013F-HRTimeline