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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,580,006$111M0.01%-58,32113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,308,121$92.1M0.01%-136,56213F-HR/ATimelineGroup
LPL Financial LLC896,572$63.1M0.02%-11,01713F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…198,306$39.5M27.45%new13F-HRTimeline
1832 Asset Management L.P.520,185$36.6M0.05%+3,90213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC435,262$30.6M0.01%-12,06313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding394,607$27.8M-48,853Timeline
Perigon Wealth Management, LLC384,283$27.1M0.48%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA295,940$20.8M<0.01%-103,15913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…290,583$20.5M0.01%+3,57613F-HRTimelineGroup
Cetera Investment Advisers234,026$16.5M0.02%+4,18313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.186,968$13.2M0.02%-45,53413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN181,486$12.8M<0.01%-9,63713F-HRTimelineGroup
Prism Advisors, Inc.166,516$11.7M3.13%-42513F-HRTimeline
Polianta Ltd153,700$10.8M1.42%-67,90013F-HRTimeline
CWM, LLCin group CWM, LLC140,191$9.87M0.03%+6,67113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL136,477$9.61M0.03%+43013F-HRTimeline
Hamilton Wealth, LLC117,631$8.28M1.58%+1,98613F-HR/ATimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…112,159$7.9M1.45%-59013F-HRTimeline
Sage Capital Management, LLC99,399$7M3.23%-9,42413F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC96,754$6.81M3.37%13F-HRTimeline
WealthSpring Partners, LLC95,736$6.74M6.91%13F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.9,484$6.47M3.16%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP85,166$6M0.01%-5,43213F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC77,903$5.49M3.97%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,651$5.33M0.01%-127,39713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC75,270$5.3M0.02%+1,66813F-HRTimelineGroup
Conservest Capital Advisors, Inc.69,285$4.88M0.44%-1,25113F-HRTimeline
Creative Planningin group Creative Planning65,730$4.63M<0.01%+46913F-HRTimelineGroup
Bedell Frazier Investment Counselling, …61,189$4.31M0.83%-1,88613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK60,007$4.23M0.02%-63713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC59,236$4.17M0.01%-28313F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC58,954$4.15M0.91%-4713F-HRTimeline
AVALON CAPITAL MANAGEMENT57,292$4.03M0.97%+48613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56,050$3.95M<0.01%+5,77813F-HR/ATimelineGroup
Linscomb Wealth, Inc.55,553$3.91M0.16%-33413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC53,001$3.73M<0.01%-16,29213F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …51,266$3.61M0.05%-22513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV51,037$3.59M0.01%+78813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth49,232$3.47M<0.01%+12,67013F-HRTimelineGroup
HighTower Advisors, LLC49,181$3.46M<0.01%-370,78313F-HRTimeline
SCOTIA CAPITAL INC.48,691$3.43M0.01%+2613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,788$3.22M<0.01%+8,19913F-HRTimelineGroup
Atria Investments, Inc45,593$3.21M0.04%new13F-HRTimeline
D.A. DAVIDSON & CO.43,096$3.03M0.02%+19,79913F-HRTimeline
IFP Advisors, Inc41,890$2.95M0.07%-11213F-HRTimeline
Beacon Pointe Advisors, LLC39,096$2.75M0.02%-62313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,282$2.63M<0.01%+4,95413F-HRTimelineGroup
CIBC WORLD MARKET INC.34,400$2.42M<0.01%-46213F-HRTimeline
Chicago Partners Investment Group LLC32,045$2.37M0.06%+313F-HRTimeline
DUDLEY & SHANLEY, INC.32,780$2.31M0.37%013F-HRTimeline
FMR LLCin group FMR LLC32,646$2.3M<0.01%+7,70113F-HRTimelineGroup
Rockingstone Advisors LLC32,264$2.27M1.03%+1,51513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,052$2.19M<0.01%-21,73913F-HRTimelineGroup
O'ROURKE & COMPANY, Inc30,199$2.13M0.83%+2,32813F-HRTimeline
Verity Asset Management, Inc.29,573$2.08M0.89%+1,59713F-HRTimeline
Sovran Advisors, LLC26,873$2M0.17%+4,62913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,222$1.99M<0.01%+2,59113F-HR/ATimelineGroup
Private Advisor Group, LLC27,988$1.97M0.01%-4,50913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC27,580$1.94M0.44%-77513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,747$1.93M<0.01%+1,69113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI27,259$1.92M0.11%-10013F-HRTimeline
Prime Capital Investment Advisors, LLC26,936$1.9M0.02%-73013F-HRTimeline
Curbstone Financial Management Corp26,700$1.88M0.36%013F-HRTimeline
Janney Montgomery Scott LLC26,517$1.87M<0.01%-53513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,150$1.84M0.11%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.26,392$1.83M0.04%-1,25713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC25,621$1.8M0.03%new13F-HR/ATimeline
Trust Co25,075$1.77M0.17%013F-HRTimeline
Steward Partners Investment Advisory, L…24,888$1.75M0.01%-1,63213F-HRTimeline
MML INVESTORS SERVICES, LLC24,459$1.72M<0.01%+1,43113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.24,007$1.69M<0.01%-93613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS23,209$1.63M<0.01%-1113F-HRTimeline
Bravias Capital Group, LLC23,021$1.62M0.98%+6,01313F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP22,900$1.61M0.05%+20013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP21,880$1.54M<0.01%+3,18813F-HR/ATimelineGroup
NewEdge Advisors, LLC20,833$1.47M0.01%+1,81013F-HRTimeline
SeaCrest Wealth Management, LLC20,436$1.45M0.15%+1,59913F-HRTimeline
Bond & Devick Financial Network, Inc.20,192$1.42M0.4%+23513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …20,190$1.42M0.02%013F-HRTimelineGroup
PFG Investments, LLC20,005$1.41M0.07%-21113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,191$1.35M0.04%-1913F-HR/ATimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.18,972$1.34M0.1%013F-HRTimeline
Summit Financial, LLC18,518$1.3M0.02%+213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,343$1.29M0.02%+16913F-HRTimelineGroup
Composition Wealth, LLC18,004$1.27M0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…17,873$1.26M<0.01%-19,45213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,280$1.22M0.01%13F-HRTimelineGroup
American Institute for Advanced Investm…16,890$1.19M0.77%-48013F-HRTimeline
ROBERTS GLORE & CO INC /IL/16,491$1.16M0.31%013F-HRTimeline
Fox Hill Wealth Management16,360$1.15M0.54%-20713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC16,193$1.14M0.19%-84113F-HRTimeline
Glen Eagle Advisors, LLC16,108$1.13M0.15%-50313F-HRTimeline
Gouws Capital LLC16,000$1.13M0.6%013F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.15,098$1.1M0.85%+2,13913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,432$1.09M0.04%+30113F-HRTimelineGroup
Dynamic Advisor Solutions LLC15,390$1.08M0.03%-5,43713F-HRTimeline
OneDigital Investment Advisors LLC15,338$1.08M0.01%+813F-HRTimeline
Mariner, LLCin group Mariner, LLC15,317$1.08M<0.01%-5,09013F-HRTimelineGroup
Cresset Asset Management, LLC14,832$1.04M<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…14,210$1M<0.01%+91513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,080$991K0.02%-8813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,059$990K<0.01%-42,88513F-HRTimelineGroup
EQUITABLE TRUST CO13,942$982K0.04%013F-HRTimeline
Secure Asset Management, LLC13,644$961K0.15%-50913F-HRTimeline
Arkadios Wealth Advisors13,482$949K0.02%+1,73213F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP13,482$949K<0.01%-15,23213F-HRTimelineGroup
MAI Capital Management13,191$929K0.01%+25713F-HRTimeline
Advisory Services Network, LLC13,103$923K0.01%+1,73513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,695$894K<0.01%-86213F-HRTimelineGroup
ALTFEST L J & CO INC12,628$889K0.1%+64713F-HRTimeline
Elk River Wealth Management LLC12,625$889K0.14%013F-HRTimeline
COMERICA BANK12,308$867K<0.01%-4,28813F-HRTimeline
Snowden Capital Advisors LLC12,244$862K0.02%+21513F-HRTimeline
Integrated Wealth Concepts LLC12,112$853K0.01%-2,26313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,091$851K<0.01%-33113F-HRTimelineGroup
FSM Wealth Advisors, LLC11,930$840K0.11%+1,54113F-HRTimeline
HM PAYSON & CO11,571$815K0.01%-66613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,475$808K<0.01%-20013F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …11,462$807K0.02%-1,60313F-HR/ATimelineGroup
First City Capital Management, Inc.11,335$798K0.42%013F-HRTimeline
NTV Asset Management LLC11,265$793K0.08%013F-HRTimeline
NewEdge Wealth, LLC11,147$785K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,965$772K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,444$735K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,441$735K0.01%+1,11213F-HRTimelineGroup
Welch & Forbes LLC10,400$732K0.01%-10013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,352$729K<0.01%-4513F-HRTimelineGroup
CHOREO, LLC10,025$714K0.01%+31713F-HRTimeline
Crestwood Advisors Group, LLC9,696$683K0.01%+6613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9,449$665K0.01%-8713F-HRTimeline
Retirement Planning Co of New England, …9,407$662K0.27%-3413F-HRTimeline
Stamos Capital Partners, L.P.9,094$640K0.1%+5,70213F-HRTimeline
Lynx Investment Advisory9,091$640K0.35%+3,93413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,051$637K0.04%+1,05613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,950$630K0.03%-5013F-HRTimeline
IHT Wealth Management, LLC8,714$614K0.01%-17713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,653$609K0.1%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC8,528$601K0.03%+29613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,424$593K0.03%+28013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,958$560K0.38%+413F-HRTimeline
GERBER, LLC7,835$552K0.31%013F-HRTimeline
&PARTNERS7,834$552K<0.01%+2,08513F-HRTimeline
EJMK Ventures LLC7,796$549K0.34%13F-HRTimeline
Howard Capital Management Group, LLC7,785$548K0.03%-2513F-HRTimeline
Pacific Sun Financial Corp7,778$548K0.26%+29013F-HRTimeline
WEALTHSPAN PARTNERS, LLC7,673$540K0.2%-85013F-HRTimeline
McGinn Penninger Investment Management,…7,646$538K0.31%-2513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,637$538K<0.01%+19813F-HRTimelineGroup
Stenham Asset Management Ltd7,400$521K0.26%013F-HRTimeline
Mountain Capital Investment Advisors In…7,004$519K0.08%+27513F-HRTimeline
First Western Trust Bank7,234$509K0.03%+3,23413F-HRTimeline
SS&H Financial Advisors, Inc.7,200$507K0.15%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.7,100$500K0.03%013F-HRTimeline
Ausdal Financial Partners, Inc.7,064$497K0.02%new13F-HRTimeline
Mesirow Financial Investment Management…6,893$485K0.01%-59713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,880$484K<0.01%013F-HRTimelineGroup
Columbus Macro, LLC6,697$471K0.05%+813F-HRTimeline
Mechanics Bank Trust Department6,645$468K0.06%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,582$463K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,567$462K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC6,497$457K0.03%+1,08013F-HRTimeline
Wealthfront Advisers LLC6,328$446K<0.01%-43613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,277$442K0.01%+51713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,141$432K<0.01%-2,50013F-HRTimelineGroup
CENTRAL TRUST Co6,075$428K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,023$424K0.01%-25013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC5,850$422K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC5,978$421K<0.01%+24913F-HRTimeline
Legacy Edge Advisors, LLC5,927$417K0.05%+36813F-HRTimeline
LPWM LLC5,898$415K0.1%+41513F-HRTimeline
Waverly Advisors, LLC5,850$412K<0.01%-55013F-HRTimeline
NorthRock Partners, LLC5,846$412K0.01%+49913F-HRTimeline
Venture Visionary Partners LLC5,828$410K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,797$408K<0.01%+20113F-HRTimelineGroup
North Star Investment Management Corp.5,718$403K0.03%-19913F-HRTimeline
Graves Light Lenhart Wealth, Inc.5,696$401K0.04%-32013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,617$395K0.11%-10213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,575$393K0.01%013F-HRTimeline
Moors & Cabot, Inc.5,435$383K0.02%+10013F-HRTimeline
Quantinno Capital Management LP5,413$381K<0.01%-14613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,227$368K<0.01%-2113F-HRTimeline
Clearwater Capital Advisors, LLC5,212$367K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,150$363K0.01%-6,23613F-HRTimeline
Paragon Capital Management Ltd4,965$350K0.07%+50613F-HRTimeline
Ledyard National Bank4,831$340K0.03%-17913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,795$338K0.01%+613F-HRTimelineGroup
Parkside Financial Bank & Trust4,750$334K0.03%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,708$331K0.03%013F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC4,700$331K0.21%+50013F-HRTimeline
Sanctuary Advisors, LLC4,585$323K<0.01%-24413F-HRTimeline
TD Waterhouse Canada Inc.4,552$320K<0.01%+64313F-HRTimeline
TruWealth Advisors, LLC4,542$320K0.02%+29213F-HRTimeline
WEDBUSH SECURITIES INC4,511$318K0.01%+113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC4,440$313K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,411$311K0.05%013F-HRTimeline
WealthBridge Capital Management, LLC4,389$309K0.07%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,358$307K<0.01%013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,353$306K<0.01%-10013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC4,333$305K0.04%+1,23613F-HRTimeline