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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

669 managers (679 13F filers) reported a position in SPHQ shares at 2025-09-30, 136,073,208 shares in all. 62 filers opened a position and 47 filers sold out during the quarter.

Managers
669
13F filers
679
New
62
Added
279
Reduced
199
Sold out
47
Shares held by filers
136,073,208

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
LPL Financial LLC13,112,909$961M0.28%+1,741,91913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,784,175$644M0.15%-463,34513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC8,413,908$617M9.73%+370,85913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,661,969$565M0.85%+200,72913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,143,912$450M0.03%-515,28013F-HR/ATimelineGroup
FMR LLCin group FMR LLC5,111,594$375M0.02%-147,39713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,822,576$353M0.07%+525,80913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,710,108$345M0.03%+349,16613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,473,245$328M0.11%+603,84813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,886,866$285M0.91%-363,91913F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC3,347,138$245M2%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,905,512$213M+1,052,674Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,721,148$199M0.04%+52,87613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,548,224$187M0.03%+38,07713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,551,368$185M0.26%-239,67713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,269,870$166M0.11%+425,91813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,837,887$134M0.09%+261,98513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,672,893$123M0.02%-5,35413F-HRTimelineGroup
SFMG, LLC1,651,542$121M8.39%+20,82913F-HRTimeline
Cetera Investment Advisers1,591,395$117M0.14%+261,33713F-HRTimeline
First Command Advisory Services, Inc.1,460,854$107M0.78%+16,64813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,448,969$106M1.17%+41,78113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,315,640$96.4M0.71%-4,65013F-HRTimelineGroup
NorthCoast Asset Management LLC1,196,553$87.7M0.34%-320,12813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,177,834$86.3M0.11%-97,22913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,172,358$85.9M0.05%+9,92513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,151,960$84.4M0.23%+512,73913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP824,506$60.4M0.06%+62,24013F-HRTimelineGroup
Evensky & Katz LLC770,932$56.5M3.28%-50013F-HRTimeline
Paragon Capital Management Ltd738,521$54.1M10.18%-13,50813F-HRTimeline
Compass Ion Advisors, LLC718,232$52.6M5.08%+676,33213F-HRTimeline
Perennial Investment Advisors, LLC710,416$52.1M4.3%+261,07513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding637,762$46.7M+90,157Timeline
Davidson Capital Management Inc.629,359$46.1M10.3%+18,44013F-HRTimeline
Family Investment Center, Inc.622,595$45.6M9.48%+8,74413F-HRTimeline
Demars Financial Group, LLC611,357$44.8M15.52%+39,21013F-HRTimeline
First International Bank & Trust560,123$41.1M14.27%-9,25113F-HRTimeline
Sterling Financial Group, Inc.554,026$40.6M12.87%+31,83113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management547,754$40.1M5.65%-255,30913F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.528,305$38.7M12.53%+10,00613F-HRTimeline
Milestone Investment Advisors LLC528,111$38.7M9.62%-4,80913F-HRTimeline
Capital Planning Advisors, LLC475,978$34.9M4.79%-31,25213F-HRTimeline
Mariner, LLCin group Mariner, LLC454,101$33.3M0.04%+33,45513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP431,330$31.6M0.05%-32,60213F-HRTimelineGroup
Orgel Wealth Management, LLC425,914$31.2M0.71%-3,87713F-HRTimeline
Cambridge Investment Research Advisors,…425,230$31.2M0.09%-15,96913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO419,094$30.7M<0.01%+140,24613F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP415,123$30.4M0.04%+32,55713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP408,200$29.9M0.05%-228,40013F-HRTimelineGroup
Schwallier Wealth Management LLC407,990$29.9M18.67%-24,59913F-HRTimeline
NorthRock Partners, LLC385,604$28.3M0.51%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC373,046$27.3M1.47%+111,49313F-HRTimeline
Ballast, Inc.362,684$26.6M6.47%+13,26013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC349,784$25.6M0.61%+17,77013F-HRTimeline
HighTower Advisors, LLC320,954$23.5M0.03%-4,14213F-HRTimeline
Private Advisor Group, LLC311,253$22.8M0.11%+7,94713F-HRTimeline
Steward Partners Investment Advisory, L…285,827$20.9M0.12%+24,38913F-HRTimeline
Global Retirement Partners, LLC282,178$20.7M0.46%+53,95813F-HRTimeline
Sterling Group Wealth Management, LLC272,049$19.9M9.88%-6,06913F-HRTimeline
Snowden Capital Advisors LLC265,464$19.5M0.53%+16,95713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.264,881$19.4M0.18%-18,07713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.264,489$19.4M0.03%+56,30513F-HRTimelineGroup
Rollins Financial Advisors, LLC258,218$18.9M2.86%-4,10913F-HRTimeline
TruWealth Advisors, LLC258,064$18.9M0.96%-1,60113F-HRTimeline
Cresset Asset Management, LLC258,055$18.9M0.08%+12,71213F-HR/ATimeline
COZAD ASSET MANAGEMENT INC253,622$18.6M1.48%+2,10013F-HRTimeline
BLAIR WILLIAM & CO/IL240,995$17.7M0.05%+18,84513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV240,514$17.6M1.18%+9,80713F-HRTimeline
Focus Financial Network, Inc.234,255$17.2M0.61%-713F-HRTimeline
Graves Light Lenhart Wealth, Inc.232,606$17M1.89%+2,98813F-HRTimeline
Burns Matteson Capital Management, LLC220,656$16.2M6.79%+13,22413F-HRTimeline
Tidemark, LLC219,643$16.1M4.69%-33,62013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding219,021$16.1M+2,552Timeline
JNBA Financial Advisors217,943$16M1.45%+27,84213F-HRTimeline
Cresta Advisors, Ltd.216,473$15.9M7.08%+3,69313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC212,358$15.6M0.06%-6,49713F-HRTimelineGroup
Qube Research & Technologies Ltd208,152$15.3M0.02%-63,76913F-HRTimeline
Eagle Strategies LLC208,037$15.2M2.04%+8,78813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp198,944$14.6M0.67%-176,96413F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC198,587$14.6M1%-15,13913F-HRTimeline
SIERRA OCEAN, LLC198,331$14.5M12.21%+14,11813F-HRTimeline
Hoese & Co LLP192,603$14.1M10.79%-19813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding192,009$14.1M-14,317Timeline
Opes Wealth Management LLC185,554$13.6M2.39%+9113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD183,888$13.4M0.18%+92,75013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC176,324$12.9M0.21%+1,76413F-HRTimelineGroup
Jordan Park Group LLC170,110$12.5M0.71%-14013F-HRTimeline
IHT Wealth Management, LLC162,735$11.9M0.3%+14,35213F-HRTimeline
TD Capital Management LLC160,482$11.8M1.06%+3,59413F-HRTimeline
Ruggaard & Associates LLC159,872$11.7M4.38%+90913F-HRTimeline
Strategies Wealth Advisors, LLC158,316$11.6M1.21%-7,35013F-HRTimeline
RFG Advisory, LLC158,195$11.6M0.24%+100,78713F-HRTimeline
WCG Wealth Advisors LLC156,979$11.5M0.72%-48,48013F-HRTimeline
Chicago Wealth Management, Inc.156,346$11.5M4.99%+22813F-HRTimeline
Kingsview Wealth Management, LLC155,640$11.4M0.17%+45,39813F-HRTimeline
TSFG, LLC155,091$11.4M1.81%-46,56213F-HRTimeline
Janney Montgomery Scott LLC155,085$11.4M0.03%+23,45113F-HRTimeline
Sage Mountain Advisors LLC152,762$11.2M0.64%+42813F-HRTimeline
Certified Advisory Corp151,843$11.1M1.06%+48813F-HRTimeline
Headland Capital, LLC150,219$11M3.09%+5,36513F-HRTimeline
Nikulski Financial, Inc.148,049$10.9M2.73%-2,91313F-HRTimeline
NewEdge Advisors, LLC147,715$10.8M0.05%+24,69613F-HRTimeline
Core Wealth Advisors, Inc.146,164$10.7M2.79%+7,80413F-HRTimeline
Jackson Wealth Management, LLC144,444$10.6M1.06%+94113F-HRTimeline
Cedar Mountain Advisors, LLC141,228$10.4M2.02%-29,31113F-HRTimeline
Sanctuary Advisors, LLC137,331$10.1M0.06%+2,14813F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.133,806$9.81M0.59%+7,02113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC132,537$9.71M0.02%+1,78413F-HRTimelineGroup
Symphony Financial, Ltd. Co.132,531$9.67M1.18%+5,37613F-HRTimeline
Legacy Private Trust Co.124,786$9.15M0.55%-1,63213F-HRTimeline
Synergy Investment Management, LLC122,864$9M3.44%new13F-HRTimeline
Lynx Investment Advisory122,586$8.98M5.37%+2,23613F-HRTimeline
Stonebridge Financial Planning Group, L…122,178$8.95M3.36%+1,63013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…121,674$8.92M0.02%-1,46213F-HRTimelineGroup
Creative Planningin group Creative Planning119,403$8.75M0.01%-1,80113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…118,726$8.7M0.02%+78,36213F-HRTimelineGroup
Allworth Financial LP116,627$8.55M0.04%+5613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.115,315$8.45M<0.01%-613F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding114,781$8.41M-116,427Timeline
HARBOUR INVESTMENTS, INC.114,741$8.41M0.19%+5,49913F-HRTimeline
Santori & Peters, Inc.114,407$8.38M3%+111,41213F-HRTimeline
Vigilare Wealth Management113,919$8.35M2.89%-13,51613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…113,024$8.28M<0.01%new13F-HRTimelineGroup
OPTIMA CAPITAL LLC109,346$8.01M3.89%+2,94113F-HRTimeline
Cornerstone Wealth Management, LLC107,922$7.91M0.44%-14113F-HRTimeline
Trilogy Capital Inc.107,136$7.85M0.36%-63,87013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC106,961$7.84M0.44%-1,25113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC106,767$7.82M1.52%+2,85713F-HRTimeline
Integrity Investment Advisors, LLC106,685$7.82M5.18%+8,32413F-HRTimeline
Flagship Private Wealth, LLC102,581$7.52M3.02%+1,23613F-HRTimeline
Performa Ltd (US), LLC101,716$7.45M1.98%-1,03313F-HRTimeline
Wealthspire Retirement, LLC101,156$7.41M0.47%-1,63113F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC100,660$7.38M0.06%+67,27713F-HRTimelineGroup
Henshaw Capital LLC100,000$7.33M0.27%013F-HRTimeline
Cedar Wealth Management, LLC97,336$7.13M2.19%+2,83413F-HRTimeline
MAI Capital Management95,776$7.02M0.04%-1,26513F-HRTimeline
Dynamic Wealth Strategies, LLC95,434$6.99M4.67%+52413F-HRTimeline
Well Done, LLC92,177$6.76M1.15%-1,02913F-HRTimeline
COMERICA BANK89,635$6.57M0.02%-4,34013F-HRTimeline
Providence First Trust Co88,611$6.49M2.25%+1,07113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS88,270$6.47M0.01%+9,13313F-HRTimeline
Beaumont Asset Management, L.L.C.85,871$6.29M3.17%-27,03013F-HRTimeline
FIDELITY D & D BANCORP INC83,487$6.12M3.37%+8,01613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…83,376$6.11M0.21%+69,40513F-HRTimelineGroup
KPP Advisory Services LLC83,181$6.1M0.91%+2,04713F-HRTimeline
GTS SECURITIES LLC82,624$6.06M0.23%+25,79713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC81,038$5.94M<0.01%+10,75513F-HRTimelineGroup
Clear Creek Financial Management, LLC79,393$5.82M0.5%-11,69113F-HRTimeline
Hartford Financial Management Inc.78,234$5.73M1.52%+13,16913F-HRTimeline
CPC Advisors, LLC77,704$5.69M0.6%-80,69313F-HRTimeline
MGO ONE SEVEN LLC77,352$5.67M0.13%+12,78713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC76,309$5.59M0.35%-57013F-HRTimeline
GPS Wealth Strategies Group, LLC75,822$5.56M0.59%+33513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC75,303$5.52M<0.01%+51,12213F-HRTimelineGroup
Atria Investments, Inc73,767$5.41M0.06%+13013F-HRTimeline
IAG Wealth Partners, LLC72,848$5.34M0.64%-9,66713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/72,139$5.28M0.01%-5,98113F-HRTimelineGroup
Sigma Planning Corp70,764$5.19M0.15%+7,85313F-HRTimeline
Provenance Wealth Advisors, LLC70,427$5.16M0.67%+65113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO70,102$5.14M0.03%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC69,910$5.12M0.24%+2,25013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC66,336$4.86M0.21%+1,32013F-HRTimeline
Orion Porfolio Solutions, LLC66,160$4.85M0.04%-1,63313F-HRTimeline
Weaver Consulting Group65,989$4.84M1.23%+7,56313F-HRTimeline
Lionshead Wealth Management, LLC65,941$4.83M3.83%+5,71413F-HRTimeline
Summit Financial, LLC65,859$4.83M0.07%+3,89113F-HRTimeline
Western Wealth Management, LLC65,632$4.81M0.25%+99213F-HRTimeline
Parallel Advisors, LLC65,528$4.8M0.09%+24513F-HRTimeline
Balanced Rock Investment Advisors LLC64,193$4.7M3.44%+2,41113F-HRTimeline
High Net Worth Advisory Group LLC62,868$4.61M1.11%+2,67113F-HRTimeline
Berkeley, Inc62,612$4.59M1.48%+1,84413F-HRTimeline
Fortis Group Advisors, LLC58,941$4.37M0.75%+18,98413F-HRTimeline
NewEdge Wealth, LLC58,356$4.3M0.06%+9,79313F-HRTimeline
Avior Wealth Management, LLC57,810$4.24M0.14%new13F-HRTimeline
Cerro Pacific Wealth Advisors LLC57,672$4.23M1.16%-89913F-HRTimeline
Onyx Bridge Wealth Group LLC56,492$4.14M0.45%+2,65713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,276$4.12M0.07%+17,18013F-HRTimelineGroup
Park Edge Advisors, LLC55,898$4.1M0.95%+11,17713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,835$4.02M<0.01%new13F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.54,491$3.99M1.54%-3,20613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.53,159$3.9M1.66%-2,54613F-HRTimeline
Redhawk Wealth Advisors, Inc.53,100$3.89M0.45%+6,85013F-HRTimeline
Collier Financial52,056$3.82M2.87%13F-HRTimeline
Verum Partners LLC50,115$3.67M0.78%-2,91213F-HRTimeline
LMCG INVESTMENTS, LLC49,816$3.65M0.21%+3,58013F-HRTimeline
J.W. COLE ADVISORS, INC.49,216$3.61M0.07%-5,24713F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding48,906$3.58M+2,150Timeline
FLOW TRADERS U.S. LLC47,907$3.51M0.14%new13F-HRTimeline
GC Wealth Management RIA, LLC46,816$3.43M0.11%-10,68913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…46,435$3.4M1.06%-64313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.46,163$3.38M0.14%+10,85013F-HRTimeline
IFP Advisors, Inc46,060$3.38M0.09%+9,64513F-HR/ATimeline
PFG Investments, LLC45,948$3.37M0.17%-4,23313F-HRTimeline
Merit Financial Group, LLC45,315$3.32M0.03%-73813F-HR/ATimeline
DBK Financial Counsel, LLC44,435$3.26M2.74%+13013F-HRTimeline
Serenus Wealth Advisors, LLC43,388$3.18M0.54%+31,71413F-HRTimeline
PRIVATE TRUST CO NA42,018$3.08M0.27%-8,50913F-HRTimeline
Endowment Wealth Management, Inc.41,752$3.06M1.39%+4,30613F-HRTimeline
Ausdal Financial Partners, Inc.41,424$3.04M0.15%+27,00313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP40,159$2.94M0.18%+3,63913F-HRTimeline