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Disclosery

PHO INVESCO EXCHANGE TRADED FD T

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WATER RES ETF (fund)

383 managers (383 13F filers) reported a position in PHO shares at 2025-09-30, 12,372,205 shares in all. 19 filers opened a position and 25 filers sold out during the quarter.

Managers
383
13F filers
383
New
19
Added
121
Reduced
92
Sold out
25
Shares held by filers
12,372,205

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/1,638,327$118M0.01%+34,97213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,444,683$104M0.01%+19,31813F-HR/ATimelineGroup
LPL Financial LLC907,589$65.4M0.02%+85,24613F-HRTimeline
1832 Asset Management L.P.516,283$37.2M0.06%+10,31813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC447,325$32.3M0.01%-13,26513F-HRTimelineGroup
UBS Group AGin group UBS Group AG443,460$32M0.01%+20,26113F-HRTimelineGroup
HighTower Advisors, LLC419,964$30.3M0.03%+3,30813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA399,099$28.8M0.01%+10,75613F-HRTimelineGroup
Gitterman Wealth Management, LLC368,922$26.6M6.1%-1,04713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…287,007$20.7M0.01%-49713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.232,502$16.9M0.02%+13,44913F-HRTimelineGroup
Cetera Investment Advisers229,843$16.6M0.02%+11,00513F-HRTimeline
Polianta Ltd221,600$16M6.58%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC203,048$14.6M0.02%-90113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN191,123$13.8M<0.01%+2,19613F-HRTimelineGroup
Prism Advisors, Inc.166,941$12M3.25%+3,92313F-HRTimeline
BLAIR WILLIAM & CO/IL136,047$9.81M0.03%-91613F-HRTimeline
CWM, LLCin group CWM, LLC133,520$9.63M0.03%+76613F-HRTimelineGroup
Hamilton Wealth, LLC115,645$8.34M1.74%+1,62013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…112,749$8.13M1.54%-2,05513F-HRTimeline
Sage Capital Management, LLC108,823$7.85M3.53%-4,38813F-HRTimeline
Strive Asset Management, LLC91,856$6.62M3.59%+17,78213F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP90,598$6.53M0.01%+1,74013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,602$5.31M0.02%-1,10213F-HRTimelineGroup
Conservest Capital Advisors, Inc.70,536$5.09M0.47%+6013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC69,293$5M<0.01%-10,86513F-HRTimelineGroup
Creative Planningin group Creative Planning65,261$4.71M<0.01%+87613F-HRTimelineGroup
Bedell Frazier Investment Counselling, …63,075$4.55M0.93%-8613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK60,644$4.37M0.02%-42113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC59,519$4.29M0.01%+2913F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC59,001$4.25M0.95%-1,29613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,944$4.11M0.01%+72113F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT56,806$4.1M1%-16313F-HRTimeline
Linscomb Wealth, Inc.55,887$4.03M0.17%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,791$3.81M<0.01%+3,14013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …51,491$3.71M0.05%+18313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…50,272$3.63M<0.01%+4,60813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV50,249$3.62M0.01%-68313F-HRTimeline
SCOTIA CAPITAL INC.48,665$3.51M0.01%-41813F-HRTimeline
IFP Advisors, Inc42,002$3.03M0.08%-3,82913F-HR/ATimeline
Beacon Pointe Advisors, LLC39,719$2.86M0.02%+3,27513F-HRTimeline
Cambridge Investment Research Advisors,…37,325$2.69M0.01%+16,29613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,589$2.68M<0.01%+4,06013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth36,562$2.64M<0.01%-1,76013F-HRTimelineGroup
CIBC WORLD MARKET INC.34,862$2.51M0.01%+22913F-HRTimeline
DUDLEY & SHANLEY, INC.32,780$2.36M0.38%013F-HRTimeline
Private Advisor Group, LLC32,497$2.34M0.01%+3,07013F-HRTimeline
Chicago Partners Investment Group LLC32,042$2.34M0.06%+413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,328$2.33M<0.01%-93313F-HR/ATimelineGroup
Rockingstone Advisors LLC30,749$2.22M1.09%-32513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP28,714$2.07M<0.01%+5,11513F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC28,355$2.04M0.5%-73813F-HRTimeline
Verity Asset Management, Inc.27,976$2.02M0.66%+95513F-HRTimeline
O'ROURKE & COMPANY, Inc27,871$2.01M0.84%-40313F-HRTimeline
Prime Capital Investment Advisors, LLC27,666$2M0.03%-64813F-HRTimeline
J.W. COLE ADVISORS, INC.27,649$1.99M0.04%-78213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI27,359$1.97M0.11%013F-HRTimeline
Janney Montgomery Scott LLC27,052$1.95M<0.01%-35313F-HRTimeline
Curbstone Financial Management Corp26,700$1.93M0.37%013F-HRTimeline
Steward Partners Investment Advisory, L…26,520$1.91M0.01%-1,03613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,150$1.89M0.1%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,631$1.85M<0.01%+4,86913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,056$1.82M<0.01%-3,52313F-HRTimeline
Trust Co25,075$1.81M0.18%013F-HRTimeline
FMR LLCin group FMR LLC24,945$1.8M<0.01%-1,18113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.24,943$1.8M<0.01%-8013F-HRTimelineGroup
D.A. DAVIDSON & CO.23,297$1.68M0.01%+7,42613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,220$1.67M<0.01%-1,45713F-HRTimeline
MML INVESTORS SERVICES, LLC23,028$1.66M<0.01%+77513F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP22,700$1.64M0.05%new13F-HRTimelineGroup
Sovran Advisors, LLC22,244$1.59M0.14%-1,27613F-HRTimeline
Dynamic Advisor Solutions LLC20,827$1.5M0.04%+2,25113F-HRTimeline
Nilsine Partners, LLC20,428$1.47M0.13%-83713F-HRTimeline
Mariner, LLCin group Mariner, LLC20,407$1.47M<0.01%+1,25513F-HRTimelineGroup
PFG Investments, LLC20,216$1.46M0.08%+28713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …20,190$1.46M0.02%013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.19,957$1.44M0.43%+52813F-HRTimeline
SeaCrest Wealth Management, LLC18,837$1.39M0.15%-4,07113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,210$1.39M0.04%-2,28413F-HRTimelineGroup
NewEdge Advisors, LLC19,023$1.37M0.01%+50813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.18,972$1.37M0.11%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,692$1.35M<0.01%-1,22613F-HRTimelineGroup
Summit Financial, LLC18,516$1.34M0.02%+313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,174$1.31M0.02%+3,67213F-HRTimelineGroup
Composition Wealth, LLC18,004$1.3M0.02%+1,58413F-HRTimeline
Glenmede Investment Management, LP17,615$1.27M0.01%-6,10013F-HRTimeline
American Institute for Advanced Investm…17,370$1.25M0.82%-12513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC17,034$1.23M0.21%013F-HRTimeline
Bravias Capital Group, LLC17,008$1.23M0.82%+4,28413F-HRTimeline
Glen Eagle Advisors, LLC16,611$1.2M0.17%+51013F-HRTimeline
COMERICA BANK16,596$1.2M<0.01%-2,30713F-HRTimeline
Fox Hill Wealth Management16,567$1.19M0.56%-63013F-HRTimeline
ROBERTS GLORE & CO INC /IL/16,491$1.19M0.33%-8413F-HRTimeline
Gouws Capital LLC16,000$1.15M0.63%013F-HRTimeline
OneDigital Investment Advisors LLC15,330$1.11M0.01%+7713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,131$1.09M0.04%-30013F-HRTimelineGroup
Cresset Asset Management, LLC14,832$1.07M<0.01%013F-HR/ATimeline
Integrated Wealth Concepts LLC14,375$1.04M0.01%+68913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,168$1.02M0.02%+113F-HRTimelineGroup
Secure Asset Management, LLC14,153$1.02M0.17%+1,05013F-HRTimeline
EQUITABLE TRUST CO13,942$1.01M0.05%013F-HRTimeline
NorthCoast Asset Management LLC13,851$999K<0.01%-1,57313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,557$978K<0.01%-13513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…13,295$959K<0.01%+1,23013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …13,065$942K0.02%+2513F-HRTimelineGroup
MAI Capital Management12,934$933K0.01%-25013F-HRTimeline
Elk River Wealth Management LLC12,625$910K0.15%013F-HRTimeline
LexAurum Advisors, LLC12,623$910K0.13%+1813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,422$896K<0.01%-13113F-HRTimelineGroup
HM PAYSON & CO12,237$882K0.01%+66613F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.12,959$882K0.89%+92013F-HRTimeline
Snowden Capital Advisors LLC12,029$867K0.02%+5213F-HRTimeline
ALTFEST L J & CO INC11,981$864K0.1%013F-HRTimeline
Arkadios Wealth Advisors11,750$847K0.02%+2,40013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,675$842K<0.01%+67313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,386$821K0.02%+14613F-HRTimeline
Advisory Services Network, LLC11,368$820K0.01%+81413F-HRTimeline
First City Capital Management, Inc.11,335$817K0.44%013F-HRTimeline
NTV Asset Management LLC11,265$812K0.09%-85013F-HRTimeline
NewEdge Wealth, LLC11,147$805K0.01%-2,23813F-HRTimeline
Welch & Forbes LLC10,500$757K0.01%-1,70013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,444$753K<0.01%-33213F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,397$750K<0.01%-21013F-HRTimelineGroup
FSM Wealth Advisors, LLC10,389$749K0.11%+1213F-HRTimeline
Freedom Investment Management, Inc.10,086$727K0.19%-3,02613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$721K<0.01%new13F-HRTimelineGroup
CHOREO, LLC9,708$700K0.01%013F-HRTimeline
Crestwood Advisors Group, LLC9,630$694K0.01%+37713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9,536$688K0.02%+1,11213F-HRTimeline
Retirement Planning Co of New England, …9,441$681K0.27%-813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,329$673K0.01%-14813F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC9,000$649K0.03%013F-HRTimeline
IHT Wealth Management, LLC8,891$641K0.02%+113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,641$623K<0.01%013F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC8,523$615K0.24%-39913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,232$594K0.03%+5513F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…8,231$594K0.15%+46613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,144$587K0.04%+17513F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,954$574K0.41%+613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,995$569K0.05%013F-HRTimeline
GERBER, LLC7,835$565K0.35%013F-HRTimeline
Howard Capital Management Group, LLC7,810$563K0.04%-76413F-HRTimeline
McGinn Penninger Investment Management,…7,671$553K0.32%-3,80313F-HRTimeline
Mesirow Financial Investment Management…7,490$540K0.01%+513F-HRTimeline
Pacific Sun Financial Corp7,488$540K0.26%+25013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,439$536K<0.01%+53213F-HRTimelineGroup
Stenham Asset Management Ltd7,400$534K0.31%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.7,380$532K0.02%+75513F-HRTimeline
SS&H Financial Advisors, Inc.7,200$519K0.16%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.7,100$512K0.04%-1213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,880$496K<0.01%013F-HRTimelineGroup
Wealthfront Advisers LLC6,764$488K<0.01%-16813F-HRTimeline
Mountain Capital Investment Advisors In…6,729$485K0.09%+26413F-HRTimeline
Columbus Macro, LLC6,689$482K0.05%+913F-HRTimeline
Mechanics Bank Trust Department6,645$479K0.07%-63513F-HRTimeline
Aspen Wealth Strategies, LLC6,634$478K0.27%-1213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,582$475K0.01%013F-HRTimeline
Prospera Financial Services Inc6,418$464K0.01%+1613F-HRTimeline
Waverly Advisors, LLC6,400$461K<0.01%-29913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,273$452K0.01%-5013F-HRTimelineGroup
CENTRAL TRUST Co6,075$438K0.01%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,016$434K0.05%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,850$428K0.01%013F-HRTimeline
North Star Investment Management Corp.5,917$427K0.03%013F-HRTimeline
&PARTNERS5,749$424K<0.01%+2,29313F-HRTimeline
Venture Visionary Partners LLC5,828$420K0.01%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,760$415K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC5,729$413K<0.01%+45713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,719$412K0.12%-1,11013F-HRTimeline
MinichMacGregor Wealth Management, LLC5,640$407K0.08%+30313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,596$404K<0.01%+30713F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO5,575$402K0.01%013F-HRTimeline
Quantinno Capital Management LP5,559$401K<0.01%+9613F-HRTimeline
Legacy Edge Advisors, LLC5,559$401K0.05%+1,62013F-HRTimeline
LPWM LLC5,483$395K0.11%+60813F-HRTimeline
HOWE & RUSLING INC5,417$391K0.03%+7013F-HRTimeline
NorthRock Partners, LLC5,347$386K0.01%013F-HRTimeline
Moors & Cabot, Inc.5,335$385K0.02%+2513F-HRTimeline
LRI Investments, LLC5,303$382K0.03%+2713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,248$378K<0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC5,216$377K0.03%new13F-HRTimeline
Clearwater Capital Advisors, LLC5,212$376K0.03%013F-HRTimeline
Lynx Investment Advisory5,157$372K0.22%+113F-HRTimeline
Ledyard National Bank5,010$361K0.03%-8,47113F-HRTimeline
Sanctuary Advisors, LLC4,829$348K<0.01%+24713F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,789$345K0.01%+613F-HRTimelineGroup
Parkside Financial Bank & Trust4,750$343K0.03%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,708$339K0.03%013F-HRTimelineGroup
Larson Financial Group LLC4,701$339K0.01%+313F-HRTimeline
Relyea Zuckerberg Hanson LLC4,680$337K0.04%013F-HRTimeline
Merit Financial Group, LLC4,602$332K<0.01%-26913F-HR/ATimeline
Banco Santander, S.A.in group Banco Santander, S.A.4,570$330K<0.01%-1,73013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…4,552$328K0.04%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,550$328K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC4,510$325K0.01%-29813F-HRTimeline
HB Wealth Management, LLC4,504$325K<0.01%013F-HRTimeline
Paragon Capital Management Ltd4,459$322K0.06%+513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,453$321K<0.01%-6713F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC4,440$320K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,411$318K0.06%013F-HRTimeline