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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

810 managers (824 13F filers) reported a position in SPHQ shares at 2026-06-30, 154,757,063 shares in all. 119 filers opened a position and 44 filers sold out during the quarter.

Managers
810
13F filers
824
New
119
Added
322
Reduced
220
Sold out
44
Shares held by filers
154,757,063

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
LPL Financial LLC13,784,927$1.24B0.28%+1,619,06013F-HRTimeline
FMR LLCin group FMR LLC9,352,203$843M0.04%+1,480,49313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,120,665$822M0.17%+300,60613F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC7,364,726$664M8.72%+13,84213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,824,747$615M+4,826,389Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,814,302$524M0.09%+845,52213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,948,776$523M0.88%+441,44513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,727,578$516M0.03%+53,13013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,003,440$451M0.03%+110,20413F-HRTimelineGroup
Heritage Wealth Advisors4,978,794$449M15.4%+290,06013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,476,309$403M0.11%+281,35913F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC3,438,541$310M2.32%+116,87713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,968,361$258M0.1%+500,70413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,703,877$244M0.29%+208,03113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,541,105$229M0.12%+449,68413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,227,357$201M0.03%+42,81813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,971,842$178M0.03%+15,79013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,968,809$177M0.36%+1,145,75313F-HRTimeline
SFMG, LLC1,710,162$154M9.39%+23,23813F-HRTimeline
UBS Group AGgroup of 2 filers holding1,681,004$151M+76,358Timeline
Cetera Investment Advisers1,441,981$130M0.12%+210,16613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,436,900$129M0.77%+5,56013F-HRTimelineGroup
NorthCoast Asset Management LLC1,260,240$114M2.51%-89,95813F-HRTimeline
First Command Advisory Services, Inc.1,146,360$103M0.61%-285,87113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,081,551$97.4M0.12%+12,06713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,023,186$92.2M0.08%+88,32413F-HRTimelineGroup
Independence Asset Advisors, LLC982,557$88.5M23.06%+30413F-HRTimeline
Alvarez & Marsal Private Wealth Partner…948,378$85.4M11.26%-8,21113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC936,702$84.4M1.01%-345,66313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…881,712$79.4M0.04%-19,13113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO862,123$76.6M<0.01%+263,91013F-HRTimelineGroup
Evensky & Katz LLC765,065$68.9M3.56%-10,07913F-HRTimeline
Compass Ion Advisors, LLC762,357$68.7M5.92%+16,87913F-HRTimeline
Demars Financial Group, LLC733,638$66.1M18.32%+109,93313F-HRTimeline
Paragon Capital Management Ltd698,569$62.9M11.92%-20,41313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…680,843$61.3M0.09%+17,81913F-HRTimelineGroup
Perennial Investment Advisors, LLC591,843$53.3M3.56%-103,88613F-HRTimeline
Tulsa Wealth Advisors, INC587,150$52.9M7.45%-165,69113F-HRTimeline
Family Investment Center, Inc.535,311$48.2M8.01%+14,46613F-HRTimeline
Milestone Investment Advisors LLC533,994$48.1M10.4%+5,87613F-HRTimeline
Private Advisor Group, LLC494,162$44.5M0.2%+124,78913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding494,110$44.5M-40,253Timeline
UNION SAVINGS BANK491,653$44.3M17.8%+3,48913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding487,554$43.9M+13,448Timeline
WEALTH MANAGEMENT RESOURCES, INC.478,990$43.2M13.31%+40,55213F-HRTimeline
Baltimore-Washington Financial Advisors…475,171$42.8M1.6%new13F-HRTimeline
Sequoia Financial Advisors, LLC468,394$42.2M0.21%-80,52413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP467,672$42.1M0.05%+71,37213F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management466,176$42M5.39%-69,32713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC542,051$40.8M1.66%+95,09513F-HRTimeline
Cambridge Investment Research Advisors,…435,886$39.3M0.09%+11,66513F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.425,489$38.3M0.05%+89,17613F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.422,624$38.1M4.23%-5,22313F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding406,187$36.6M-13,749Timeline
Clearview Wealth Management LLC402,989$36.3M23.34%-5,33913F-HRTimeline
Orgel Wealth Management, LLC395,689$35.7M0.68%-2,71713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…387,541$34.9M0.06%+226,68813F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.378,345$34.1M0.31%+51,48013F-HRTimelineGroup
Ballast, Inc.368,869$33.2M6.27%-6,53613F-HRTimeline
Bluespring Wealth Management, LLC367,053$33.1M0.64%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC353,193$31.8M0.56%+6,99813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC340,277$30.7M0.19%+313,84713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP325,280$29.3M0.04%-18,55713F-HR/ATimelineGroup
HighTower Advisors, LLC318,947$28.7M0.03%+4,62613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC312,443$28.2M<0.01%+251,40613F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO305,169$27.5M2.28%-14,40413F-HRTimeline
Rollins Financial Advisors, LLC304,049$27.4M3.61%+11,64113F-HRTimeline
Snowden Capital Advisors LLC299,044$26.9M0.64%+15,45013F-HRTimeline
BLAIR WILLIAM & CO/IL284,460$25.6M0.07%+15,43213F-HRTimeline
Cresset Asset Management, LLC273,682$24.7M0.09%+11,07913F-HRTimeline
Mariner, LLCin group Mariner, LLC272,735$24.6M0.03%-321,96713F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp272,332$24.5M1.02%+117,65213F-HRTimelineGroup
Waverly Advisors, LLC269,223$24.3M0.14%+259,05413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding261,799$23.6M+677Timeline
Redhawk Wealth Advisors, Inc.253,355$22.8M2.25%+45,95313F-HRTimeline
COZAD ASSET MANAGEMENT INC248,671$22.4M1.45%-1,34013F-HRTimeline
Graves Light Lenhart Wealth, Inc.242,025$21.8M2.03%-4,49513F-HRTimeline
Cresta Advisors, Ltd.241,946$21.8M7.82%+15,57813F-HRTimeline
Global Retirement Partners, LLC234,257$21.1M0.32%13F-HRTimeline
IHT Wealth Management, LLC230,119$20.7M0.44%+6,29913F-HRTimeline
HARBOUR INVESTMENTS, INC.220,483$19.9M0.27%+12,17413F-HRTimeline
SIERRA OCEAN, LLC220,001$19.8M13.72%+5,73113F-HRTimeline
Burns Matteson Capital Management, LLC219,926$19.8M6.3%+2,34013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV218,789$19.7M0.94%-7,73113F-HRTimeline
Focus Financial Network, Inc.217,531$19.6M0.61%-23,45513F-HRTimeline
Crusonia Wealth Advisors LLC208,288$18.8M3.08%+7,21013F-HRTimeline
Davidson Capital Management Inc.205,685$18.5M2.97%-4713F-HRTimeline
MOR Wealth Management, LLC205,024$18.5M7.35%-12,84213F-HRTimeline
JNBA Financial Advisors196,648$17.7M1.34%-22,51813F-HRTimeline
Vigilare Wealth Management195,028$17.6M5.39%-13,97613F-HRTimeline
Sound View Wealth Advisors Group, LLC193,846$17.5M1.08%-72813F-HRTimeline
EP Wealth Advisors, LLC193,329$17.4M0.07%+184,12613F-HRTimeline
Sterling Group Wealth Management, LLC193,281$17.4M7.14%-38,01813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC192,698$17.4M2.59%+65,76113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD192,500$17.3M0.04%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS183,279$16.5M0.01%-448,72413F-HRTimelineGroup
Janney Montgomery Scott LLC181,937$16.4M0.03%+11,18713F-HRTimeline
Kingsview Wealth Management, LLC179,573$16.2M0.2%+16,45313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC179,395$16.2M0.06%-29,11513F-HRTimelineGroup
RFG Advisory, LLC178,931$16.1M0.25%-92,95913F-HRTimeline
Core Wealth Advisors, Inc.174,879$15.8M3.17%+13,15913F-HRTimeline
Quantinno Capital Management LP174,606$15.7M0.02%+18,98513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…173,436$15.6M0.05%+133,69213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC170,547$15.4M0.02%+13,17213F-HRTimelineGroup
Sanctuary Advisors, LLC169,479$15.3M0.07%+49,16013F-HRTimeline
TD Capital Management LLC168,722$15.2M1.24%+6,36813F-HRTimeline
Schwallier Wealth Management LLC166,099$15M9.45%-210,39713F-HRTimeline
Hoese & Co LLP164,782$14.8M9.64%+2,36213F-HRTimeline
Headland Capital, LLC163,748$14.8M3.64%+7,82613F-HRTimeline
NewEdge Advisors, LLC162,662$14.7M0.04%+15,53913F-HRTimeline
Sage Mountain Advisors LLC160,030$14.4M0.89%+8,18713F-HRTimeline
Symphony Financial, Ltd. Co.153,926$13.7M1.5%+9,67113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC151,133$13.6M4.81%+38,82113F-HRTimeline
Cornerstone Wealth Management, LLC148,333$13.4M0.57%+1,42113F-HRTimeline
Farther Finance Advisors, LLC148,265$13.4M0.1%-1,35513F-HRTimeline
Cedar Mountain Advisors, LLC141,770$12.8M2.2%+55013F-HRTimeline
Strategies Wealth Advisors, LLC141,035$12.7M1.14%-4,05613F-HRTimeline
Lynx Investment Advisory140,854$12.7M4.16%-4,60413F-HRTimeline
Park Edge Advisors, LLC139,544$12.6M2.68%+72,49813F-HRTimeline
Ruggaard & Associates LLC138,254$12.5M4.47%-1,99013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.136,617$12.3M0.61%-53213F-HRTimelineGroup
Integrity Investment Advisors, LLC135,497$12.2M5.31%+10,80213F-HRTimeline
Owl Creek Wealth Partners LLC129,537$11.7M3.41%-46013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners127,686$11.5M1.32%+5,28613F-HRTimelineGroup
Certified Advisory Corp124,635$11.2M0.91%-4,53513F-HRTimeline
Geneos Wealth Management Inc.124,020$11.2M0.23%-1,14713F-HRTimeline
Creative Planningin group Creative Planning123,801$11.2M0.01%+3,81913F-HRTimelineGroup
Serenus Wealth Advisors, LLC123,461$11.1M1.94%+31,67413F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD123,228$11.1M2.29%13F-HRTimeline
Compass Financial Group, Inc. (Ohio)122,757$11.1M7.39%+40,34913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC122,355$11M0.01%+71,72613F-HRTimelineGroup
Santori & Peters, Inc.121,746$11M3.09%+1,18413F-HRTimeline
Stonebridge Financial Planning Group, L…119,757$10.8M3.44%-2,30013F-HRTimeline
Legacy Private Trust Co.118,348$10.7M0.6%-4,11113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…117,960$10.6M0.09%+5,46113F-HRTimelineGroup
Artesa Financial Group, LLC117,849$10.6M9.07%+13,12213F-HRTimeline
WCG Wealth Advisors LLC117,320$10.6M0.25%-9,56913F-HRTimeline
Elevation Capital Advisory, LLC117,218$10.6M4.08%+51,74513F-HRTimeline
Orion Porfolio Solutions, LLC117,000$10.5M0.08%+4,31813F-HRTimeline
VESTOR CAPITAL, LLC56,204$10.4M0.66%+51,21613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.115,158$10.4M<0.01%+13013F-HRTimelineGroup
Allworth Financial LP114,389$10.3M0.04%-2,00413F-HRTimeline
Convergence Financial, LLC112,754$10.2M0.81%+55,97713F-HRTimeline
NewEdge Wealth, LLC110,363$9.94M0.1%+29,64713F-HRTimeline
Family Capital Management, Inc.110,110$9.92M3.85%+2,54913F-HRTimeline
MAI Capital Management108,151$9.74M0.04%+4,65913F-HRTimeline
Endowment Wealth Management, Inc.106,985$9.64M3.73%+7,16313F-HRTimeline
Trilogy Capital Inc.106,343$9.58M0.37%-23,22113F-HRTimeline
Integrated Wealth Concepts LLC105,819$9.53M0.05%+87,34013F-HRTimeline
NorthRock Partners, LLC105,475$9.5M0.14%-118,75413F-HRTimeline
Merit Financial Group, LLC103,903$9.36M0.06%-74013F-HR/ATimeline
Flagship Private Wealth, LLC103,895$9.36M3.31%+84413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers102,407$9.23M0.01%+41,66813F-HRTimelineGroup
Eagle Strategies LLC101,803$9.17M0.91%+1,25213F-HRTimeline
Wealthspire Retirement, LLC100,898$9.09M0.5%-24313F-HRTimeline
Beacon Pointe Advisors, LLC100,627$9.07M0.04%+12,21613F-HRTimeline
IFG Advisory, LLC100,537$9.06M0.32%new13F-HRTimeline
Asset Allocation Strategies LLC100,441$9.05M1.39%new13F-HRTimeline
Henshaw Capital LLC100,000$9.01M0.29%013F-HRTimeline
Cedar Wealth Management, LLC99,671$8.98M2.31%013F-HRTimeline
FIDELITY D & D BANCORP INC99,028$8.92M3.06%+9,13913F-HRTimeline
WIN ADVISORS, INC97,860$8.82M3.14%new13F-HRTimeline
Performa Ltd (US), LLC96,887$8.73M1.41%-4,03613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC95,868$8.64M0.41%+12,32813F-HRTimeline
Qube Research & Technologies Ltd95,215$8.58M0.01%-113,96713F-HRTimeline
GLR Partners, LLC94,636$8.53M3.97%+10,82013F-HRTimeline
Dynamic Wealth Strategies, LLC93,951$8.46M4.51%-20213F-HRTimeline
Cadent Capital Advisors, LLC93,062$8.38M1.74%+11,37413F-HRTimeline
TSFG, LLC91,991$8.29M1.04%-40613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,294$8.14M0.01%-2,02713F-HRTimeline
MGO ONE SEVEN LLC88,376$7.96M0.13%+2,01913F-HRTimeline
Jordan Park Group LLC87,114$7.85M0.4%013F-HRTimeline
Northwest Financial Advisors86,604$7.8M1.04%+40,54413F-HRTimeline
Sigma Planning Corp86,420$7.79M0.2%+7,50713F-HRTimeline
Financial Management, Inc.86,291$7.77M6.37%+2,59413F-HRTimeline
Savvy Advisors, Inc.86,064$7.75M0.17%-1,68413F-HRTimeline
Beaumont Asset Management, L.L.C.84,339$7.6M2.95%-50013F-HRTimeline
Well Done, LLC83,944$7.56M1.02%-4,74513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.83,728$7.54M0.28%+11,84513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP82,582$7.44M0.34%+35,93013F-HRTimeline
KPP Advisory Services LLC79,574$7.17M0.91%-1,44113F-HRTimeline
Ausdal Financial Partners, Inc.78,547$7.08M0.28%+11,72213F-HRTimeline
Wingate Wealth Advisors, Inc.78,339$7.06M3.11%+52,67513F-HRTimeline
Landing Point Financial Group, LLC78,257$7.05M2.4%new13F-HRTimeline
Weaver Consulting Group78,105$7.04M1.44%+5,42013F-HRTimeline
United Community Bankin group United Community Bank76,985$6.94M2.14%+15,06013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…76,179$6.86M0.14%+64,22013F-HRTimelineGroup
Berkeley, Inc75,790$6.83M2.14%+1,42113F-HRTimeline
OakTrust Wealth Advisors, LLC73,854$6.65M5.74%+42513F-HRTimeline
Nikulski Financial, Inc.73,792$6.65M1.43%-6,46813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC70,437$6.35M<0.01%+2,18413F-HRTimelineGroup
Fiduciary Alliance LLC70,064$6.31M0.43%+7,27213F-HRTimeline
Indivisible Partners69,889$6.3M0.36%+18,08413F-HRTimeline
PACIFIC FINANCIAL GROUP INC69,457$6.26M3%+12,47013F-HRTimeline
Lionshead Wealth Management, LLC69,332$6.25M4.06%+30913F-HRTimeline
Onyx Bridge Wealth Group LLC69,212$6.24M0.56%+2,92813F-HRTimeline
Western Wealth Management, LLC68,884$6.21M0.2%-15713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC68,140$6.14M0.23%+2,16513F-HRTimeline
Balanced Rock Investment Advisors LLC67,413$6.07M3.79%-93113F-HRTimeline
Summit Financial, LLC67,122$6.05M0.07%-80613F-HRTimeline