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Disclosery

PHO INVESCO EXCHANGE TRADED FD T

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WATER RES ETF (fund)

378 managers (380 13F filers) reported a position in PHO shares at 2026-06-30, 11,704,730 shares in all. 40 filers opened a position and 24 filers sold out during the quarter.

Managers
378
13F filers
380
New
40
Added
106
Reduced
106
Sold out
24
Shares held by filers
11,704,730

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,600,010$111M0.01%+34,34513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,304,435$90.1M<0.01%-18,03713F-HRTimelineGroup
LPL Financial LLC804,161$55.6M0.01%-31,93713F-HRTimeline
1832 Asset Management L.P.606,065$41.9M0.05%+43,14713F-HRTimeline
Perigon Wealth Management, LLC477,462$33M0.52%+50,24513F-HRTimeline
Atria Investments, Inc458,767$31.7M0.32%+104,79513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC346,907$24M0.01%-73,01913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA323,310$22.3M<0.01%-12,12113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding305,569$21.1M-364,625Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…287,435$19.9M0.01%-7,82313F-HRTimelineGroup
Cetera Investment Advisers199,876$13.8M0.01%-21,88013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN192,918$13.3M<0.01%-12,43713F-HRTimelineGroup
Bluespring Wealth Management, LLC185,547$12.8M0.25%new13F-HRTimeline
Prism Advisors, Inc.179,122$12.4M3.01%-7,30613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.166,194$11.5M0.01%+5,18413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC156,103$10.8M0.01%-8,07013F-HRTimeline
BLAIR WILLIAM & CO/IL144,533$9.98M0.03%+2,48313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC123,674$8.54M<0.01%+64,95413F-HRTimelineGroup
Hamilton Wealth, LLC119,988$8.29M1.52%-3,53013F-HRTimeline
D.A. DAVIDSON & CO.99,888$6.9M0.04%+29,78213F-HRTimeline
WealthSpring Partners, LLC99,343$6.86M5.9%+2,65613F-HRTimeline
Sage Capital Management, LLC96,853$6.69M2.61%-31613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…84,073$5.9M1.2%-10,82313F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC77,391$5.35M3.48%+22713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,121$5.33M<0.01%+3,26513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC76,069$5.25M0.02%-8,76713F-HRTimelineGroup
Conservest Capital Advisors, Inc.70,056$4.84M0.38%+1,63613F-HRTimeline
Creative Planningin group Creative Planning64,890$4.48M<0.01%-60213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth64,178$4.43M<0.01%+15,55213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP60,160$4.17M<0.01%+4,05913F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC57,388$3.96M0.8%-36713F-HRTimeline
IFP Advisors, Inc56,740$3.92M0.07%+65013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC55,621$3.84M<0.01%-2,52613F-HRTimelineGroup
Beacon Pointe Advisors, LLC53,879$3.72M0.02%+1,87513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS52,081$3.6M<0.01%+11,28813F-HRTimelineGroup
Linscomb Wealth, Inc.51,008$3.52M0.15%-7,40013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV50,505$3.49M<0.01%+1,00413F-HR/ATimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …50,405$3.48M0.05%-14313F-HRTimelineGroup
SCOTIA CAPITAL INC.48,790$3.37M0.01%-60713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK47,762$3.3M0.01%-8,06013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,846$2.89M<0.01%+5,53413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…41,731$2.88M<0.01%+2,03613F-HRTimelineGroup
HighTower Advisors, LLC41,026$2.83M<0.01%-10,37313F-HRTimeline
Integrated Wealth Concepts LLC38,727$2.68M0.01%+25,18913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,975$2.4M<0.01%-38413F-HRTimelineGroup
FMR LLCin group FMR LLC34,127$2.36M<0.01%+1,45413F-HRTimelineGroup
Verity Asset Management, Inc.33,126$2.29M0.87%+39713F-HRTimeline
Chicago Partners Investment Group LLC31,985$2.16M0.04%+413F-HRTimeline
Rockingstone Advisors LLC31,209$2.16M0.87%+12513F-HRTimeline
SeaCrest Wealth Management, LLC29,875$2.06M0.23%+13,37513F-HRTimeline
O'ROURKE & COMPANY, Inc29,574$2.04M0.71%-8713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI28,117$1.94M0.09%+85813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,991$1.86M<0.01%-2,65813F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,150$1.81M0.15%013F-HRTimelineGroup
Curbstone Financial Management Corp26,150$1.81M0.31%-55013F-HRTimeline
Bravias Capital Group, LLC26,018$1.8M1.07%+77613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,617$1.77M<0.01%+1,93113F-HRTimeline
Trust Co25,075$1.73M0.16%013F-HRTimeline
MML INVESTORS SERVICES, LLC24,558$1.7M<0.01%+5,95713F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP23,900$1.65M0.04%+60013F-HRTimelineGroup
IHT Wealth Management, LLC22,896$1.58M0.03%+14,17313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,829$1.58M0.02%+4,29513F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC22,823$1.58M0.3%-2,63913F-HRTimeline
J.W. COLE ADVISORS, INC.22,033$1.52M0.03%-3,86313F-HRTimeline
Steward Partners Investment Advisory, L…21,751$1.5M0.01%-2,11213F-HRTimeline
Janney Montgomery Scott LLC20,491$1.42M<0.01%-4,26013F-HRTimeline
Private Advisor Group, LLC20,407$1.41M0.01%-7,86613F-HRTimeline
PFG Investments, LLC20,238$1.4M0.05%-14113F-HRTimeline
Bond & Devick Financial Network, Inc.20,232$1.4M0.34%+2413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …20,190$1.39M0.02%013F-HRTimelineGroup
Summit Financial, LLC19,234$1.33M0.01%+88713F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.18,972$1.31M0.09%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,635$1.29M<0.01%-61113F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.18,606$1.29M<0.01%-12113F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.18,459$1.28M<0.01%+1013F-HRTimelineGroup
MUSTICO FINANCIAL GROUP, INC.18,583$1.27M0.83%+1,16313F-HRTimeline
NewEdge Advisors, LLC18,276$1.26M<0.01%+1,24313F-HRTimeline
Composition Wealth, LLC18,148$1.25M0.01%+14413F-HRTimeline
Secure Asset Management, LLC16,542$1.14M0.16%-5313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC16,434$1.14M0.03%-2,93013F-HRTimelineGroup
American Institute for Advanced Investm…16,330$1.13M0.65%-11013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,255$1.12M<0.01%013F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/16,159$1.12M0.28%013F-HRTimeline
Fox Hill Wealth Management16,105$1.11M0.45%-12513F-HRTimeline
Gouws Capital LLC16,000$1.11M0.51%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC16,193$1.08M0.19%013F-HRTimeline
Cambridge Investment Research Advisors,…15,480$1.07M<0.01%-1,48613F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management15,385$1.06M0.03%-4913F-HRTimelineGroup
Dynamic Advisor Solutions LLC15,291$1.06M0.03%-81113F-HRTimeline
Mariner, LLCin group Mariner, LLC15,063$1.04M<0.01%+47713F-HRTimelineGroup
Glen Eagle Advisors, LLC14,800$1.02M0.13%-49713F-HRTimeline
MAI Capital Management14,727$1.02M<0.01%+1,68713F-HRTimeline
AlphaCore Capital LLC14,143$977K0.02%+12,62513F-HRTimeline
FSM Wealth Advisors, LLC14,007$968K0.1%-2713F-HRTimeline
EQUITABLE TRUST CO13,942$963K0.04%013F-HRTimeline
Arkadios Wealth Advisors13,892$960K0.01%-713F-HRTimeline
OneDigital Investment Advisors LLC13,799$953K0.01%+22613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC13,250$919K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,894$891K0.02%-1,23813F-HRTimelineGroup
Cresset Asset Management, LLC12,814$885K<0.01%-75113F-HRTimeline
Elk River Wealth Management LLC12,625$872K0.14%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,488$863K<0.01%-81113F-HRTimelineGroup
AE Wealth Management LLC12,451$860K<0.01%+11,64013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,333$852K0.01%+42613F-HRTimelineGroup
LexAurum Advisors, LLC12,333$852K0.1%-6313F-HRTimeline
ALTFEST L J & CO INC11,981$828K0.08%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,908$823K<0.01%+6,26213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,785$814K<0.01%+4413F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …11,568$799K0.02%-3113F-HRTimelineGroup
First City Capital Management, Inc.11,335$783K0.38%013F-HRTimeline
NewEdge Wealth, LLC11,281$779K0.01%+13413F-HRTimeline
NTV Asset Management LLC11,125$769K0.08%-29013F-HRTimeline
HM PAYSON & CO10,905$753K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,704$739K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners10,546$728K<0.01%+8,65513F-HRTimeline
Stamos Capital Partners, L.P.10,485$724K0.11%+63113F-HRTimeline
Waverly Advisors, LLC10,394$718K<0.01%+4,49413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,352$715K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,878$682K<0.01%-56013F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding9,416$650K+4,708Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,403$650K<0.01%new13F-HRTimelineGroup
CHOREO, LLC9,330$645K0.01%013F-HRTimeline
Crestwood Advisors Group, LLC9,184$634K0.01%-55413F-HRTimeline
Lynx Investment Advisory9,093$628K0.21%+113F-HRTimeline
&PARTNERS9,042$625K<0.01%+4,53413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,950$618K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,931$617K<0.01%-6113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC8,897$615K0.01%+2,87713F-HRTimeline
Snowden Capital Advisors LLC8,768$606K0.01%-3,63413F-HRTimeline
Wealthfront Advisers LLC8,751$605K<0.01%+2,91613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,651$598K0.02%+12113F-HRTimeline
Retirement Planning Co of New England, …8,419$582K0.21%-99113F-HRTimeline
Welch & Forbes LLC8,300$573K0.01%-80013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,231$569K<0.01%-5,53813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,226$568K<0.01%+47313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,139$562K0.03%-15813F-HRTimeline
Stonebridge Financial Group, LLC/CA8,097$559K0.08%13F-HRTimeline
Pacific Sun Financial Corp7,980$551K0.23%+713F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,971$551K0.35%+713F-HRTimeline
Mesirow Financial Investment Management…7,947$549K0.01%-7,13713F-HRTimeline
Legacy Edge Advisors, LLC7,922$547K0.05%+77113F-HR/ATimeline
Burnham & Co LLC7,900$546K0.44%13F-HRTimeline
GERBER, LLC7,835$541K0.25%013F-HRTimeline
Ausdal Financial Partners, Inc.7,826$541K0.02%-3,02213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,691$530K0.03%-1,25713F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA7,653$529K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC7,643$528K0.01%-47113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,593$525K<0.01%013F-HRTimelineGroup
Stenham Asset Management Ltd7,400$511K0.37%013F-HRTimeline
LPWM LLC7,387$510K0.11%013F-HRTimeline
McGinn Penninger Investment Management,…7,211$498K0.3%-19513F-HRTimeline
SS&H Financial Advisors, Inc.7,200$497K0.13%13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,147$494K0.01%new13F-HRTimelineGroup
Howard Capital Management Group, LLC7,122$492K0.03%-7813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.7,100$490K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,880$475K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC6,745$466K0.03%+14813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,719$464K<0.01%new13F-HRTimelineGroup
Columbus Macro, LLC6,719$464K0.05%+1213F-HRTimeline
Envision Financial Transparency, LLC6,794$462K0.39%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,582$455K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,215$429K<0.01%+49313F-HRTimelineGroup
CENTRAL TRUST Co6,211$429K0.01%+13613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,173$426K0.01%+15013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,145$425K<0.01%+413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,128$423K<0.01%-54313F-HRTimelineGroup
Sequoia Financial Advisors, LLC5,986$413K<0.01%+413F-HRTimeline
North Star Investment Management Corp.5,921$409K0.02%+20113F-HRTimeline
WEALTHSPAN PARTNERS, LLC5,912$408K0.13%-1,76213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,885$403K0.02%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,808$401K<0.01%-7,73613F-HRTimelineGroup
NorthRock Partners, LLC5,747$397K0.01%-10013F-HRTimeline
Graves Light Lenhart Wealth, Inc.5,700$394K0.04%+213F-HRTimeline
Venture Visionary Partners LLC5,528$382K0.01%013F-HRTimeline
Mechanics Bank Trust Department5,525$382K0.05%-55013F-HRTimeline
Quantinno Capital Management LP5,509$381K<0.01%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,505$380K<0.01%-7013F-HRTimeline
EJMK Ventures LLC5,386$372K0.17%-88313F-HRTimeline
Clearwater Capital Advisors, LLC5,351$370K0.03%+16013F-HRTimeline
Walkner Condon Financial Advisors LLC5,341$369K0.04%+69613F-HRTimeline
Clearstead Advisors, LLC5,257$363K<0.01%+5,00013F-HRTimeline
LJI Wealth Management, LLC5,190$359K0.05%+54013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,169$357K<0.01%-22713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,153$356K0.01%+2,17813F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,149$356K0.01%+813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,146$356K0.01%new13F-HRTimelineGroup
Paragon Capital Management Ltd4,982$344K0.07%+913F-HRTimeline
TD Waterhouse Canada Inc.4,978$343K<0.01%+55013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,870$336K<0.01%+1,87013F-HRTimelineGroup
Moors & Cabot, Inc.4,835$334K0.01%-1,15013F-HRTimeline
Virtue Capital Management, LLC4,809$332K0.04%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC4,700$325K0.18%013F-HRTimeline
Napier Financial, LLC4,639$320K0.07%+21513F-HRTimeline
Ledyard National Bank4,532$313K0.03%-1013F-HRTimeline
WEDBUSH SECURITIES INC4,506$311K0.01%+313F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,468$309K0.02%+15013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,411$305K0.05%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,342$300K<0.01%-1,45013F-HRTimelineGroup
WealthBridge Capital Management, LLC4,314$298K0.06%-7513F-HRTimeline
Aspire Capital Advisors LLC4,189$289K0.06%+713F-HRTimeline