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Disclosery

PHO INVESCO EXCHANGE TRADED FD T

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WATER RES ETF (fund)

365 managers (366 13F filers) reported a position in PHO shares at 2026-03-31, 12,204,636 shares in all. 19 filers opened a position and 32 filers sold out during the quarter.

Managers
365
13F filers
366
New
19
Added
112
Reduced
98
Sold out
32
Shares held by filers
12,204,636

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
LRI Investments, LLC4,170$279K0.02%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC4,077$273K0.01%+50013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…4,071$272K0.07%013F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC4,033$270K0.03%013F-HRTimeline
TruWealth Advisors, LLC4,013$268K0.01%-52913F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC4,000$267K0.1%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,990$267K<0.01%013F-HRTimeline
Relyea Zuckerberg Hanson LLC3,981$266K0.03%013F-HRTimeline
McElhenny Sheffield Capital Management,…3,955$264K0.07%013F-HRTimeline
NWAM LLC3,926$262K0.02%-5313F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC3,920$262K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,888$260K<0.01%-15713F-HRTimeline
Sanctuary Advisors, LLC3,877$259K<0.01%-70813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,868$259K0.01%013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC3,850$257K<0.01%013F-HRTimeline
Modera Wealth Management, LLC3,697$247K<0.01%013F-HRTimeline
CIBC WORLD MARKET INC.3,687$247K<0.01%-30,71313F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,476$242K0.08%013F-HRTimeline
Florida Trust Wealth Management Co3,600$241K0.01%013F-HRTimeline
KKM Financial LLC3,406$240K0.04%013F-HRTimeline
Merit Financial Group, LLC3,557$238K<0.01%-46113F-HRTimeline
Beaton Management Co. Inc.3,530$236K0.11%013F-HRTimeline
Jacobi Capital Management LLC3,521$235K0.01%+25313F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,518$235K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,502$234K<0.01%new13F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP3,500$234K0.01%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,500$234K0.11%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,500$234K0.01%013F-HRTimeline
Sound Income Strategies, LLC3,429$232K0.01%013F-HRTimeline
Sovran Advisors, LLC3,362$231K0.02%-23,51113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,452$231K<0.01%-28713F-HRTimelineGroup
Astoria Portfolio Advisors LLC.3,327$231K0.05%+213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,390$227K<0.01%-55013F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC3,388$227K0.17%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,370$225K0.02%-5613F-HRTimeline
Millstone Evans Group, LLC3,302$221K0.13%013F-HRTimeline
Chemistry Wealth Management LLC3,260$218K0.04%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,216$215K0.03%013F-HRTimeline
Kovack Advisors, Inc.3,164$214K0.01%-29213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,100$207K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,090$207K<0.01%013F-HRTimelineGroup
Brookwood Investment Group LLC3,059$205K0.03%013F-HRTimeline
Farther Finance Advisors, LLC3,015$204K<0.01%+48913F-HRTimeline
Autumn Glory Partners, LLC3,047$204K0.07%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,035$203K0.01%+113F-HRTimeline
Allworth Financial LP3,023$202K<0.01%+31413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,003$201K0.01%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.3,003$201K0.02%+513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,000$201K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,975$199K0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC2,956$198K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,700$182K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,568$172K<0.01%-15013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,465$165K<0.01%+59413F-HRTimeline
LANARK FINANCIAL, INC.2,322$155K0.01%-4813F-HRTimeline
FIRST UNITED BANK & TRUST2,260$151K0.05%-29013F-HRTimeline
Aptus Capital Advisors, LLC2,245$150K<0.01%+15013F-HRTimeline
Larson Financial Group LLC2,220$148K<0.01%-1,02013F-HRTimeline
Westside Investment Management, Inc.2,217$148K0.02%+70113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,185$146K0.01%013F-HRTimelineGroup
Bangor Savings Bank2,128$142K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,957$131K<0.01%+17813F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,957$131K<0.01%-12,25313F-HRTimeline
Arax Advisory Partners1,891$126K<0.01%+14313F-HRTimeline
TFC Financial Management, Inc.1,773$119K0.01%+313F-HRTimeline
WHITTIER TRUST CO1,736$118K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,751$117K<0.01%+29313F-HR/ATimeline
Capital Investment Advisory Services, L…1,748$117K0.01%+113F-HRTimeline
AdvisorNet Financial, Inc1,700$114K0.01%013F-HRTimeline
BALLAST ADVISORS LLC1,592$106K0.03%new13F-HR/ATimeline
CENTAURUS FINANCIAL, INC.1,533$102K<0.01%+113F-HRTimeline
AlphaCore Capital LLC1,518$101K<0.01%-30813F-HRTimeline
BOKF, NAin group BOKF, NA1,410$94.3K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,350$90.3K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,345$89.9K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,165$77.9K<0.01%013F-HRTimeline
Rossby Financial, LCC1,051$71K0.01%+113F-HRTimeline
Cherry Tree Wealth Management, LLC1,002$67K0.01%013F-HRTimeline
Axiom Investment Management LLC1,000$66.9K0.05%13F-HRTimeline
Washington Trust Advisors, Inc.980$65.5K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC980$65.5K0.04%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV949$63.4K0.02%-8413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV946$63.2K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…890$59.5K0.03%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.850$56.8K0.16%013F-HRTimeline
SOA Wealth Advisors, LLC.821$54.9K0.01%+213F-HRTimeline
FIRST HORIZON CORP820$54.8K<0.01%-25013F-HRTimeline
Westfuller Advisors, LLC813$54.3K0.02%+113F-HRTimeline
AE Wealth Management LLC811$54.2K<0.01%013F-HRTimeline
MOTCO800$53.5K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC800$53.5K0.01%013F-HRTimeline
JNBA Financial Advisors786$52.6K<0.01%013F-HRTimeline
PlanVest Financial, Inc785$52.5K0.04%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.779$52K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sankala Group LLC781$51.7K0.04%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC756$50.5K0.02%new13F-HRTimeline
Kennebec Savings Bank720$48.1K0.04%-16113F-HRTimeline
Legacy Bridge, LLC710$47.5K0.02%013F-HRTimeline
2UniFi Bank680$45.5K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC650$43.5K<0.01%new13F-HRTimeline
Manchester Capital Management LLC631$42.2K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC608$40.7K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.590$39.4K<0.01%013F-HRTimeline
Financial Connections Group, Inc.558$37K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC550$36.8K<0.01%new13F-HR/ATimeline
Biltmore Family Office, LLC550$36.8K0.01%013F-HRTimeline
Sunbelt Securities, Inc.507$33.9K<0.01%013F-HRTimeline
Horizon Investments, LLC504$33.7K<0.01%+25113F-HRTimeline
Wilmington Savings Fund Society, FSB500$33.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.480$33K0.01%+9213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.443$29.6K<0.01%-50013F-HRTimelineGroup
IAG Wealth Partners, LLC425$28.4K<0.01%013F-HRTimeline
Breakwater Investment Management424$28.3K0.01%013F-HRTimeline
Costello Asset Management, INC412$27.6K0.01%013F-HRTimeline
GAMMA Investing LLC407$27.2K<0.01%013F-HRTimeline
CITY HOLDING CO400$26.7K<0.01%013F-HRTimeline
EASTERN BANK400$26.7K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…395$26.4K0.01%-3413F-HRTimeline
Redwood Park Advisors LLC387$25.9K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC368$24.6K0.01%+813F-HRTimeline
GHP Investment Advisors, Inc.354$23.7K<0.01%+113F-HRTimeline
Piscataqua Savings Bank350$23.4K0.02%013F-HRTimeline
Boreal Capital Management LLC349$23.3K0.02%+34913F-HRTimeline
IMA Advisory Services, Inc.325$21.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC317$20.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.276$18.5K0.01%013F-HRTimeline
New England Capital Financial Advisors …274$18.3K0.01%+113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC254$17.8K0.01%-113F-HRTimeline
Abound Wealth Management264$17.6K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC260$17.4K0.01%new13F-HRTimeline
Clearstead Advisors, LLC257$17.2K<0.01%013F-HRTimeline
Caitlin John, LLC234$15.6K0.01%013F-HRTimeline
Bogart Wealth, LLC221$14.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC221$14.8K<0.01%013F-HRTimeline
UMB Bank, n.a.215$14.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…206$14.3K<0.01%013F-HRTimeline
BAYBAN210$14K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC215$14K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.200$13.4K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC200$13.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA145$9.7K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC139$9.29K<0.01%+4413F-HRTimeline
Destiny Wealth Partners, LLC137$9.16K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC137$9.16K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…135$9.03K<0.01%new13F-HRTimelineGroup
Scarborough Advisors, LLC132$8.84K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…132$8.83K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors115$7.69K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC111$7.47K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP101$6.75K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/100$6.69K<0.01%013F-HRTimeline
Horizons Wealth Management100$6.69K<0.01%013F-HRTimeline
Clayton Financial Group LLC100$6.69K<0.01%013F-HRTimeline
Graney & King, LLC100$6.69K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…80$5.35K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC70$4.68K<0.01%-2013F-HRTimeline
Kilter Group LLC52$3.48K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.50$3.34K<0.01%-2513F-HRTimeline
Tradewinds Capital Management, LLC46$3.08K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT41$2.74K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC40$2.67K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35$2.34K<0.01%013F-HRTimelineGroup
Providence Capital Advisors, LLC20$1.34K<0.01%+813F-HRTimeline
Cassaday & Co Wealth Management LLC12$803<0.01%new13F-HRTimeline
Fairman Group, LLC0$16<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.