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Disclosery

PHO INVESCO EXCHANGE TRADED FD T

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WATER RES ETF (fund)

381 managers (382 13F filers) reported a position in PHO shares at 2025-12-31, 11,753,186 shares in all. 33 filers opened a position and 38 filers sold out during the quarter.

Managers
381
13F filers
382
New
33
Added
97
Reduced
108
Sold out
38
Shares held by filers
11,753,186

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LYELL WEALTH MANAGEMENT, LP4,318$304K0.02%013F-HRTimeline
NWAM LLC3,979$295K0.02%-29813F-HRTimeline
Aspire Capital Advisors LLC4,175$294K0.07%new13F-HRTimeline
LRI Investments, LLC4,170$294K0.02%-1,13313F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…4,071$287K0.07%-4,16013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,045$285K0.01%-513F-HRTimeline
Marble Harbor Investment Counsel, LLC4,033$284K0.03%013F-HRTimeline
Merit Financial Group, LLC4,018$283K<0.01%-58413F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC4,000$282K0.1%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,990$281K<0.01%013F-HRTimeline
Relyea Zuckerberg Hanson LLC3,981$280K0.03%-69913F-HRTimeline
Vise Technologies, Inc.3,977$280K0.01%+26113F-HRTimeline
McElhenny Sheffield Capital Management,…3,955$278K0.07%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,940$277K<0.01%-63013F-HRTimelineGroup
JOHN G ULLMAN & ASSOCIATES INC3,920$276K0.04%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,868$272K0.01%new13F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC3,850$271K<0.01%013F-HRTimeline
Belpointe Asset Management LLC3,816$269K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC3,816$269K0.04%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,739$263K<0.01%-81113F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.3,717$262K<0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC3,697$260K<0.01%013F-HRTimeline
Sound Income Strategies, LLC3,429$255K0.01%new13F-HRTimeline
Florida Trust Wealth Management Co3,600$253K0.01%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,577$252K0.01%013F-HRTimeline
Beaton Management Co. Inc.3,530$249K0.11%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,518$248K0.01%-19013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,500$246K0.01%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,500$246K0.12%-2513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,500$246K0.01%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,476$245K0.09%013F-HRTimeline
Kovack Advisors, Inc.3,456$243K0.01%+50713F-HR/ATimeline
Advisory Advocates, LLC3,435$242K0.24%13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,426$241K0.02%-10713F-HRTimeline
KKM Financial LLC3,406$240K0.04%-77813F-HRTimeline
Astoria Portfolio Advisors LLC.3,325$240K0.05%+213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,388$239K0.2%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,304$233K<0.01%+1913F-HRTimelineGroup
Millstone Evans Group, LLC3,302$232K0.14%013F-HRTimeline
Jacobi Capital Management LLC3,268$230K0.01%+13513F-HRTimeline
Apella Capital, LLC3,264$230K<0.01%new13F-HRTimeline
Chemistry Wealth Management LLC3,260$230K0.04%+41613F-HRTimeline
Larson Financial Group LLC3,240$228K0.01%-1,46113F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,216$226K0.03%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,100$218K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,090$218K<0.01%013F-HRTimelineGroup
Brookwood Investment Group LLC3,059$215K0.03%013F-HRTimeline
Autumn Glory Partners, LLC3,047$215K0.08%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,041$214K0.01%+1,24913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC3,034$214K0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,003$211K0.01%013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,001$211K0.03%-1,55113F-HRTimeline
Per Stirling Capital Management, LLC.2,998$211K0.02%+313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,982$210K<0.01%new13F-HRTimeline
Winthrop Advisory Group LLC2,968$209K0.02%013F-HR/ATimeline
WealthShield Partners, LLC2,956$208K0.02%-3013F-HRTimeline
Midwest Trust Co2,934$207K<0.01%-3213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,930$206K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,925$206K0.01%+113F-HR/ATimeline
Milestones Private Investment Advisors …2,909$205K0.14%013F-HRTimeline
HB Wealth Management, LLC2,904$204K<0.01%-1,60013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,894$204K<0.01%+313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,890$203K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,718$191K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,709$191K<0.01%+1,77413F-HRTimeline
MGB Wealth Management, LLC2,700$190K0.05%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,700$190K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST2,550$180K0.06%-5013F-HRTimeline
Farther Finance Advisors, LLC2,526$178K<0.01%+70213F-HRTimeline
LANARK FINANCIAL, INC.2,370$167K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,185$154K0.01%013F-HRTimelineGroup
Bangor Savings Bank2,128$150K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,095$148K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,871$132K<0.01%+1,45113F-HRTimeline
AlphaCore Capital LLC1,826$129K<0.01%-47213F-HRTimeline
WHITTIER TRUST CO1,736$125K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,779$125K<0.01%-40913F-HRTimelineGroup
TFC Financial Management, Inc.1,770$125K0.02%-24813F-HRTimeline
Arax Advisory Partners1,748$123K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,747$123K0.01%+113F-HRTimeline
AdvisorNet Financial, Inc1,700$120K0.01%-10013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,532$108K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,516$107K0.02%013F-HRTimeline
Parallel Advisors, LLC1,458$103K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,410$99.3K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services1,345$97K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,350$95.1K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,165$82K<0.01%013F-HRTimeline
FIRST HORIZON CORP1,070$75.3K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,064$74.9K<0.01%+16313F-HRTimelineGroup
Rossby Financial, LCC1,050$73.9K0.02%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,033$72.7K0.03%+113F-HRTimeline
Cherry Tree Wealth Management, LLC1,002$70.6K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,000$70.4K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC997$70.2K0.05%-2,69213F-HRTimeline
Frazier Financial Advisors, LLC980$69K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.980$69K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV946$66.6K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.943$66.4K<0.01%013F-HRTimelineGroup
Ransom Advisory, Ltd908$63.9K0.03%new13F-HRTimeline
Greenline Wealth Management LLC899$63.3K0.07%13F-HRTimeline
Smallwood Wealth Investment Management,…890$62.7K0.03%013F-HRTimeline
Kennebec Savings Bank881$62K0.05%-3213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.850$59.8K0.17%013F-HRTimeline
Turning Point Benefit Group, Inc.824$58K0.03%-8613F-HRTimeline
SOA Wealth Advisors, LLC.819$57.7K0.01%+113F-HRTimeline
Westfuller Advisors, LLC812$57.1K0.02%+113F-HRTimeline
AE Wealth Management LLC811$57.1K<0.01%013F-HRTimeline
Sankala Group LLC781$57K0.05%13F-HRTimeline
MOTCO800$56.3K0.01%013F-HRTimeline
DecisionPoint Financial, LLC800$56.3K0.01%013F-HRTimeline
JNBA Financial Advisors786$55.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.779$55K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Motiv8 Investments LLC775$55K0.03%new13F-HRTimeline
Legacy Bridge, LLC710$50K0.02%013F-HRTimeline
2UniFi Bank680$47.9K0.02%013F-HRTimeline
Manchester Capital Management LLC631$44.4K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC608$42.8K<0.01%+1913F-HRTimelineGroup
Geneos Wealth Management Inc.590$41.5K<0.01%013F-HRTimeline
Financial Connections Group, Inc.558$39K0.01%013F-HRTimeline
Biltmore Family Office, LLC550$38.7K0.01%013F-HRTimeline
Sunbelt Securities, Inc.507$35.7K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB500$35.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC462$32.6K<0.01%+10113F-HRTimeline
Strengthening Families & Communities, L…429$30.2K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC425$29.9K<0.01%013F-HRTimeline
Breakwater Investment Management424$29.9K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA419$29.5K0.06%new13F-HRTimeline
Costello Asset Management, INC412$29K0.01%+113F-HRTimeline
GAMMA Investing LLC407$28.7K<0.01%013F-HRTimeline
EASTERN BANK400$28.2K<0.01%013F-HRTimeline
CITY HOLDING CO400$28.2K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC387$27.2K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.388$27K0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC360$25.3K0.01%+12513F-HRTimeline
GHP Investment Advisors, Inc.353$24.9K<0.01%013F-HRTimeline
Piscataqua Savings Bank350$24.6K0.02%013F-HRTimeline
Boreal Capital Management LLC0$24.6K0.02%-34913F-HRTimelineAmount filed as zero, left out of ratios.
IMA Advisory Services, Inc.325$22.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC317$22.6K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.276$19.4K0.01%013F-HRTimeline
New England Capital Financial Advisors …273$19.3K0.01%013F-HRTimeline
Abound Wealth Management264$18.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC261$18.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC257$18.1K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC255$17.9K0.01%+113F-HRTimeline
Horizon Investments, LLC253$17.8K<0.01%013F-HRTimeline
Caitlin John, LLC234$16.5K0.01%013F-HRTimeline
Bogart Wealth, LLC221$15.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC221$15.6K<0.01%-7013F-HRTimeline
UMB Bank, n.a.215$15.1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…206$15.1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC215$15K<0.01%013F-HRTimeline
BAYBAN210$14.8K0.01%13F-HRTimeline
Center for Financial Planning, Inc.200$14.1K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC200$14.1K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…150$10.6K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA145$10.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC137$9.65K<0.01%013F-HRTimeline
Scarborough Advisors, LLC132$9.29K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors115$8.1K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC111$7.86K<0.01%013F-HRTimeline
SageView Advisory Group, LLC104$7.32K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP101$7.1K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/100$7.04K<0.01%013F-HRTimeline
Horizons Wealth Management100$7.04K<0.01%013F-HRTimeline
Clayton Financial Group LLC100$7.04K<0.01%013F-HRTimeline
Graney & King, LLC100$7.04K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC95$6.69K<0.01%new13F-HRTimeline
WFA of San Diego, LLC90$6.34K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…80$5.63K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.75$5.28K<0.01%013F-HRTimeline
Kilter Group LLC52$3.66K<0.01%013F-HRTimeline
ORG Partners LLC49$3.45K<0.01%-54413F-HRTimeline
ALBION FINANCIAL GROUP /UT41$2.89K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC40$2.82K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35$2.46K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC40$2K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC12$845<0.01%013F-HRTimeline
REAP Financial Group, LLC1$41<0.01%new13F-HRTimeline
Fairman Group, LLC0$17<0.01%-1813F-HRTimelineAmount filed as zero, left out of ratios.