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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

738 managers (751 13F filers) reported a position in SPHQ shares at 2026-03-31, 140,855,792 shares in all. 69 filers opened a position and 34 filers sold out during the quarter.

Managers
738
13F filers
751
New
69
Added
296
Reduced
225
Sold out
34
Shares held by filers
140,855,792

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
Rothschild Wealth LLC58,276$4.38M0.4%-18513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC57,270$4.31M0.06%-2,87513F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC56,987$4.28M2.31%+41113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO56,841$4.27M0.02%-13,26113F-HRTimelineGroup
Convergence Financial, LLC56,777$4.27M0.45%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …56,526$4.25M0.08%+28,86013F-HRTimelineGroup
CWM, LLCin group CWM, LLC54,070$4.07M0.01%+35,95313F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC53,809$4.05M1.06%-1,61213F-HRTimeline
Vise Technologies, Inc.52,480$3.94M0.08%013F-HRTimeline
Indivisible Partners51,805$3.9M0.34%+42513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC51,804$3.9M0.4%-10,68913F-HRTimeline
Capital Developers, LLC51,558$3.88M3.49%+1,98213F-HRTimeline
J.W. COLE ADVISORS, INC.51,272$3.86M0.13%+14213F-HRTimeline
XY Planning Network, Inc.50,547$3.83M0.61%+3,29613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.50,912$3.83M1.52%-1,82913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC50,629$3.81M<0.01%-27,35713F-HRTimelineGroup
Verum Partners LLC50,342$3.79M0.72%+8613F-HRTimeline
Collier Financial50,115$3.77M2.87%-1,26413F-HRTimeline
Prospera Financial Services Inc49,658$3.73M0.06%+38013F-HRTimeline
Patriot Financial Group Insurance Agenc…49,600$3.73M0.21%+26,32513F-HRTimeline
Topor & Co. Korea49,589$3.73M3.15%-2,18113F-HRTimeline
LMCG INVESTMENTS, LLC49,235$3.7M0.22%-87713F-HRTimeline
IFP Advisors, Inc49,198$3.7M0.08%+1,52813F-HRTimeline
Fortune Financial Group, Inc.49,185$3.7M3.33%+3,37613F-HRTimeline
Capital Advisors, Ltd. LLC47,955$3.61M0.41%+5,35613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV47,488$3.57M0.01%+26,36913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP46,652$3.51M0.19%-3,67113F-HRTimeline
PRIVATE TRUST CO NA46,161$3.47M0.31%+1,66613F-HRTimeline
Northwest Financial Advisors46,060$3.46M6.68%+4,61413F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding45,127$3.39M-4,002Timeline
DBK Financial Counsel, LLC44,727$3.36M2.55%+16513F-HRTimeline
GC Wealth Management RIA, LLC42,757$3.21M0.13%+9213F-HRTimeline
Gotham Asset Management, LLC42,473$3.19M0.01%013F-HRTimeline
UPTICK PARTNERS, LLC42,091$3.16M0.63%+8,21513F-HRTimeline
Dynamic Advisor Solutions LLC41,202$3.1M0.1%+6,18113F-HRTimeline
Curtis Advisory Group, LLC39,992$3.01M0.65%+26,31913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…39,744$2.99M0.01%-2,60013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd39,149$2.94M0.06%+29,39313F-HRTimeline
Legacy Financial Advisors, Inc.38,730$2.91M0.41%+4,49913F-HRTimeline
Generation Capital Management LLC38,273$2.88M2.1%-2,32913F-HRTimeline
BURNS J W & CO INC/NY38,046$2.86M0.33%+413F-HRTimeline
Wisconsin Wealth Advisors, LLC37,969$2.85M2.81%-6813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP37,575$2.83M<0.01%+13,97913F-HRTimelineGroup
Astoria Portfolio Advisors LLC.34,711$2.79M0.6%+2513F-HRTimeline
Riggs Asset Managment Co. Inc.36,359$2.73M0.56%+28,31713F-HRTimeline
TAGStone Capital, Inc.35,278$2.65M0.94%+4,85813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35,052$2.63M<0.01%-25,90813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,994$2.63M0.06%+20,76413F-HRTimelineGroup
Steward Partners Investment Advisory, L…34,757$2.61M0.01%-7,57613F-HRTimeline
Financial Engines Advisors L.L.C.34,378$2.58M0.01%+16,48613F-HRTimeline
Kentucky Trust Co34,200$2.57M1.35%-1,01513F-HRTimeline
Visionary Wealth Advisors33,743$2.54M0.11%+3,40013F-HRTimeline
D.A. DAVIDSON & CO.33,720$2.54M0.02%-1,60713F-HRTimeline
Arete Wealth Advisors, LLC33,497$2.52M0.19%-20,10313F-HR/ATimeline
HighPoint Advisor Group LLC33,254$2.5M0.1%+70413F-HRTimeline
MONECO ADVISORS, LLC32,740$2.46M0.19%-27813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI32,668$2.46M0.11%+4,52013F-HRTimeline
&PARTNERS32,741$2.44M0.01%+6,59113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.32,303$2.43M<0.01%+5,53713F-HRTimelineGroup
Intrua Financial, LLC31,895$2.4M0.26%-7413F-HRTimeline
AE Wealth Management LLC31,565$2.37M0.01%+20,63313F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC31,301$2.35M1.53%+4,94013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …30,685$2.31M0.02%+68313F-HRTimelineGroup
Platform Technology Partners30,466$2.29M0.44%+1,64613F-HRTimeline
Bell Bank30,216$2.27M0.1%013F-HRTimeline
Steelhead Wealth Management LLC30,111$2.26M1.15%13F-HRTimeline
GHP Investment Advisors, Inc.29,891$2.25M0.09%+15313F-HRTimeline
MATHER GROUP, LLC.29,784$2.24M0.02%013F-HRTimeline
Fortis Group Advisors, LLC27,368$2.22M0.37%-13,85713F-HRTimeline
Envision Financial Transparency, LLC29,124$2.19M2.13%13F-HRTimeline
RVW Wealth, LLC28,607$2.15M0.17%-1,75713F-HRTimeline
Mayfair Advisory Group, LLC28,533$2.15M0.75%-1,00813F-HRTimeline
Hershey Financial Advisers, LLC28,305$2.13M1.84%+6,33413F-HRTimeline
Meridian Financial Advisors, LLC28,250$2.12M1.16%+57013F-HRTimeline
Crestwood Advisors Group, LLC28,217$2.12M0.04%-1,99313F-HRTimeline
Fragasso Financial Advisors Inc27,562$2.11M0.13%-3,96913F-HRTimeline
Glass Jacobson Investment Advisors llc27,735$2.09M0.72%+6,56913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC27,054$2.03M0.45%-11,61213F-HRTimeline
Resurgent Financial Advisors LLC26,729$2.01M0.73%+7413F-HRTimeline
Richmond Investment Services, LLC26,452$1.99M0.32%+7413F-HRTimeline
TD Waterhouse Canada Inc.26,271$1.99M0.01%+28313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,430$1.99M0.02%-3,13513F-HRTimelineGroup
Integrity Financial Corp /WA25,816$1.94M0.97%-2,49713F-HRTimeline
AssuredPartners Investment Advisors, LLC25,352$1.94M0.21%-27713F-HRTimeline
Wingate Wealth Advisors, Inc.25,664$1.93M1.03%+3,72413F-HRTimeline
HF Advisory Group, LLC25,347$1.91M0.65%+51413F-HRTimeline
Hartford Financial Management Inc.25,293$1.9M0.48%-54,18213F-HRTimeline
MEMBERS WEALTH LLC23,422$1.88M1.12%-2,84013F-HRTimeline
Centerpoint Advisory Group24,789$1.86M1.4%+5,53013F-HRTimeline
World Investment Advisors24,754$1.86M0.03%+14213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.24,738$1.86M0.64%-5,42913F-HRTimeline
POTENTIA WEALTH24,706$1.86M0.72%-5713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,600$1.85M<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.24,553$1.85M0.2%-55913F-HRTimeline
Silicon Valley Capital Partners24,203$1.82M0.18%-1,84313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …23,980$1.8M0.24%013F-HRTimeline
MTM FINANCIAL GROUP, LLC23,946$1.8M0.85%+3,93813F-HRTimeline
FSA WEALTH PARTNERS, INC.23,392$1.76M0.84%-26,35113F-HRTimeline
Disciplined Investors, L.L.C.23,190$1.74M1.04%013F-HRTimeline
Chicago Partners Investment Group LLC21,294$1.71M0.04%-2,37513F-HRTimeline
Tempus Wealth Planning, LLC22,608$1.7M0.39%+1,90013F-HRTimeline
ERn Financial, LLC22,488$1.69M0.32%-11413F-HRTimeline
HHM Wealth Advisors, LLC22,476$1.69M0.19%013F-HRTimeline
Sage Investment Counsel LLC22,285$1.68M1.86%+1,08213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,904$1.67M+4,936Timeline
KINTRA WEALTH, LLC22,180$1.67M0.12%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV22,153$1.67M0.13%-15013F-HRTimeline
HM PAYSON & CO22,119$1.66M0.02%+38213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,059$1.66M0.19%+1,22513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,609$1.62M0.01%+10,61213F-HRTimeline
Bawa N Mallick Trust21,070$1.58M0.65%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding21,062$1.58M+437Timeline
Horizon Family Wealth, Inc.20,998$1.58M0.83%+7,86313F-HRTimeline
Advisory Services Network, LLC20,591$1.55M0.02%-47613F-HRTimeline
Total Clarity Wealth Management, Inc.20,294$1.53M0.36%+6,48213F-HRTimeline
Larson Financial Group LLC20,209$1.52M0.05%+11213F-HRTimeline
Delta Wealth Advisors LLC20,198$1.52M1.16%+1,19613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19,838$1.49M0.02%-38713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,580$1.49M0.1%-2,07513F-HRTimeline
Bauman Advisory Group, LLC19,745$1.48M1.04%-52413F-HRTimeline
BNB Wealth Management, LLC19,670$1.48M0.95%+413F-HRTimeline
Investors Research Corp19,653$1.48M0.28%+1,02313F-HRTimeline
Smartleaf Asset Management LLC20,050$1.47M0.05%+19,61013F-HRTimeline
WEDBUSH SECURITIES INC19,497$1.47M0.04%+3413F-HRTimeline
Sherman Wealth Management LLC19,468$1.46M1.26%+6,10213F-HRTimeline
Intelligence Driven Advisers, LLC19,260$1.45M0.25%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,749$1.43M0.03%013F-HRTimeline
Basepoint Wealth LLC18,884$1.42M0.81%+3813F-HRTimeline
NorthCrest Asset Manangement, LLC18,678$1.42M0.04%-78713F-HRTimeline
BCS Wealth Management18,662$1.4M0.29%-11,29013F-HRTimeline
Breakwater Capital Group18,592$1.4M0.19%+49313F-HRTimeline
Bath Savings Trust Co18,576$1.4M0.15%+3,70013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,543$1.39M0.05%-65,15313F-HRTimelineGroup
Integrated Wealth Concepts LLC18,479$1.39M0.01%+3,17713F-HRTimeline
Vermillion & White Wealth Management Gr…18,268$1.37M0.79%-3,07113F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC18,208$1.37M0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,213$1.37M0.04%new13F-HRTimelineGroup
Kovack Advisors, Inc.18,008$1.37M0.07%-10013F-HRTimeline
DAVENPORT & Co LLC18,012$1.35M0.01%-6,81813F-HRTimeline
Optivise Advisory Services LLC17,926$1.35M0.82%+5,10113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.17,818$1.34M<0.01%13F-HRTimelineGroup
M Holdings Securities, Inc.17,482$1.32M0.09%-53613F-HRTimeline
Sage Capital Management, LLC17,343$1.3M0.61%-13713F-HRTimeline
BRIGHTON JONES LLC17,146$1.29M0.03%new13F-HR/ATimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV16,650$1.25M0.63%+21513F-HRTimeline
Key Financial Inc16,587$1.25M0.22%+26113F-HRTimeline
GREENWOOD GEARHART LLC16,542$1.24M0.07%-2,75113F-HRTimeline
HB Wealth Management, LLC16,537$1.24M0.01%+6,14913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding16,378$1.23M-167Timeline
Gladstone Institutional Advisory LLC16,360$1.23M0.05%-2,09113F-HRTimeline
Sagace Wealth Management LLC16,166$1.22M0.82%-39813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,090$1.21M0.01%-1,44813F-HRTimelineGroup
PAX Financial Group, LLC16,045$1.21M0.21%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16,035$1.21M<0.01%-16,07713F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.16,002$1.2M0.62%+2,84713F-HRTimeline
Sovran Advisors, LLC14,569$1.18M0.09%+1,45313F-HRTimeline
Stonehearth Capital Management, LLC15,595$1.17M0.46%-1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.15,407$1.15M0.36%+98113F-HRTimeline
Fiscal Wisdom Wealth Management, LLC15,254$1.15M1.1%+8613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,179$1.14M0.01%+1,15413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,169$1.14M<0.01%+22713F-HRTimelineGroup
Owen LaRue, LLC15,114$1.14M0.44%-58013F-HRTimeline
Legacy Advisors, LLC15,000$1.13M0.13%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department14,882$1.12M0.3%013F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC14,818$1.11M0.2%+7,83313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC14,744$1.11M0.5%+7713F-HRTimeline
WHITTIER TRUST CO14,200$1.08M0.01%013F-HRTimeline
5T Wealth, LLC14,213$1.07M0.42%-12913F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding14,096$1.06M+7,043Timeline
Trinity Wealth Management, LLC14,081$1.06M0.39%+3,85513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,035$1.06M0.01%-3,44013F-HRTimelineGroup
Tortoise Investment Management, LLC13,846$1.04M0.09%+2,00013F-HRTimeline
Advance Capital Management, Inc.13,814$1.04M0.04%-1,27013F-HRTimeline
Compound Planning, Inc.13,802$1.04M0.03%-75413F-HRTimeline
Advanced Asset Management Advisors Inc13,484$1.01M0.28%+40113F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC13,090$993K0.18%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC13,139$992K0.04%new13F-HRTimelineGroup
Kera Capital Partners, Inc.12,891$969K0.12%013F-HRTimeline
Evernest Financial Advisors, LLC12,050$967K0.2%013F-HRTimeline
IEQ CAPITAL, LLC12,844$966K<0.01%-1,08213F-HRTimeline
Wealth Group Ltd12,811$963K0.22%+2,47713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,806$963K0.05%013F-HRTimeline
BALANCED WEALTH GROUP LLC12,682$954K0.34%-2313F-HRTimeline
OneDigital Investment Advisors LLC12,607$948K0.01%+63913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,478$940K0.01%+68513F-HRTimelineGroup
Belpointe Asset Management LLC12,244$921K0.03%+9,49913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…12,212$918K0.04%+1,49713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,123$912K<0.01%+19913F-HRTimelineGroup
Redwood Financial Network Corp12,062$907K0.59%-61513F-HRTimeline
Foundry Financial LLC12,041$905K0.38%-2,43913F-HRTimeline
Crescent Grove Advisors, LLC12,035$905K0.09%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,959$899K0.03%-1,27813F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.11,923$897K0.44%013F-HRTimeline
Regal Investment Advisors LLC11,902$895K0.05%+1,39913F-HRTimeline
FOCUSED ALPHA, LLC11,802$887K0.27%-1,82413F-HRTimeline
Perigon Wealth Management, LLC11,713$881K0.02%-1,02513F-HRTimeline
HBW ADVISORY SERVICES LLC11,671$878K0.09%+96313F-HRTimeline
Foundations Investment Advisors, LLC11,662$877K0.01%+1,15113F-HRTimeline
SlateStone Wealth, LLC11,651$876K0.07%013F-HRTimeline
Waldron Private Wealth LLC11,368$855K0.03%013F-HRTimeline