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Disclosery

ERTH INVESCO EXCHANGE TRADED FD T

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ETF (fund)

86 managers (86 13F filers) reported a position in ERTH shares at 2026-03-31, 641,216 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
86
13F filers
86
New
7
Added
18
Reduced
21
Sold out
6
Shares held by filers
641,216

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 AG95,194$4.51M<0.01%-15513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY68,362$3.24M<0.01%+2,89313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,430$3.15M<0.01%-6,52213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,660$1.88M<0.01%+21,58313F-HRTimelineGroup
LPL Financial LLC29,064$1.38M<0.01%-2,60113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,996$1.37M<0.01%-24013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,581$1.35M<0.01%+4,08213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,615$1.07M<0.01%-14,97713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources21,925$1.04M<0.01%013F-HRTimelineGroup
ALTFEST L J & CO INC19,908$944K0.1%+1,02413F-HRTimeline
Perigon Wealth Management, LLC15,383$729K0.01%-3,23013F-HRTimeline
FLOW TRADERS U.S. LLC15,234$722K0.02%-11,50913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,900$564K<0.01%013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC11,230$532K<0.01%+25313F-HRTimeline
National Philanthropic Trust8,673$411K<0.01%+4613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,416$399K<0.01%+91313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,270$392K<0.01%013F-HRTimelineGroup
NATURAL INVESTMENTS, LLC8,158$386K0.1%-16213F-HRTimeline
Cetera Investment Advisers7,838$372K<0.01%-513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,744$367K<0.01%+2,05413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,662$363K<0.01%new13F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC7,652$363K0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,713$354K<0.01%+1,80713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,260$344K<0.01%-1313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,031$333K<0.01%+1,43013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,962$330K<0.01%+84613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,725$319K<0.01%-20513F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,166$292K<0.01%-8513F-HRTimelineGroup
PFG Investments, LLC5,699$270K0.01%-24913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,185$246K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,275$243K<0.01%+2,20013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC4,908$233K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,725$224K<0.01%-17513F-HRTimelineGroup
Millstone Evans Group, LLC3,950$187K0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,870$184K<0.01%-10213F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT3,556$169K0.01%013F-HRTimeline
WealthCollab, LLC2,238$106K0.04%013F-HRTimeline
WHI TRUST Co LLC1,842$87.3K0.07%013F-HRTimeline
FMR LLCin group FMR LLC1,502$71.2K<0.01%+7913F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,463$69.3K0.03%-13113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,324$62.8K<0.01%-23013F-HRTimelineGroup
AlphaCore Capital LLC1,306$61.9K<0.01%013F-HRTimeline
Sankala Group LLC1,172$54.3K0.04%+713F-HRTimeline
HM PAYSON & CO1,019$48.3K<0.01%013F-HRTimeline
Global Assets Advisory, LLC1,000$47.4K0.01%new13F-HRTimeline
WealthShield Partners, LLC930$44.1K<0.01%-10513F-HRTimeline
Indiana Trust & Investment Management Co870$41.2K0.01%013F-HRTimeline
Allworth Financial LP850$40.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC640$30.4K<0.01%-9413F-HRTimelineGroup
HOWE & RUSLING INC631$29.9K<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.535$25.4K<0.01%+10013F-HRTimeline
EASTERN BANK490$23.2K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES448$21.2K0.02%013F-HRTimeline
Geneos Wealth Management Inc.427$20.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC381$18.1K<0.01%-17513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…345$16.4K<0.01%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA308$14.6K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC279$13.2K<0.01%new13F-HRTimeline
McMillan Office, Inc.245$11.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC233$11.1K<0.01%+11813F-HRTimeline
Capital Advisors, Ltd. LLC224$11K<0.01%013F-HRTimeline
Piscataqua Savings Bank200$9.48K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC223$9.47K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…166$7.87K<0.01%013F-HRTimeline
Rossby Financial, LCC161$7.67K<0.01%013F-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$5.45K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.100$4.76K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC100$4.74K<0.01%013F-HRTimeline
Basepoint Wealth LLC97$4.58K<0.01%+113F-HRTimeline
Steigerwald, Gordon & Koch Inc.96$4.53K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT58$2.75K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC50$2.32K<0.01%-313F-HRTimeline
Sunbelt Securities, Inc.37$1.75K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC36$1.71K<0.01%013F-HRTimeline
MAI Capital Management35$1.68K<0.01%013F-HRTimeline
Advisory Services Network, LLC28$1.33K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC35$1K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB20$948<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10$474<0.01%013F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP10$474<0.01%013F-HRTimeline
SHP Wealth Management9$426<0.01%013F-HRTimeline
Blue Trust, Inc.3$142<0.01%new13F-HRTimeline