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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

703 managers (715 13F filers) reported a position in SPHQ shares at 2025-12-31, 133,494,097 shares in all. 47 filers opened a position and 48 filers sold out during the quarter.

Managers
703
13F filers
715
New
47
Added
264
Reduced
227
Sold out
48
Shares held by filers
133,494,097

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
LPL Financial LLC11,917,365$894M0.24%-1,195,54413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC8,910,347$669M10.11%+496,43913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,597,270$645M0.15%-186,90513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,915,919$612M0.83%+253,95013F-HRTimeline
FMR LLCin group FMR LLC5,771,664$433M0.02%+660,07013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,610,664$421M0.03%-533,24813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,928,628$370M0.03%+218,52013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,799,228$360M0.07%-23,34813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,369,100$328M0.1%-104,14513F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC3,347,138$251M2.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,801,483$210M0.04%+80,33513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,617,869$196M0.03%+69,64513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,503,578$188M0.27%-47,79013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,308,323$173M0.11%+38,45313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,128,223$160M0.1%+290,33613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,940,983$146M-964,529Timeline
UBS Group AGgroup of 2 filers holding1,691,784$127M+18,891Timeline
SFMG, LLC1,668,107$125M8.4%+16,56513F-HRTimeline
First Command Advisory Services, Inc.1,460,967$110M0.76%+11313F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,362,392$102M1.18%-86,57713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,309,600$98.3M0.67%-6,04013F-HRTimelineGroup
Cetera Investment Advisers1,237,396$92.9M0.1%-353,99913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,071,701$80.4M0.11%-106,13313F-HRTimeline
NorthCoast Asset Management LLC1,002,293$75.2M1.67%-194,26013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…974,212$73.1M0.04%-198,14613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC903,019$67.8M0.17%-248,94113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP866,496$65M0.06%+41,99013F-HRTimelineGroup
Alvarez & Marsal Private Wealth Partner…774,337$58.1M11.16%13F-HRTimeline
Evensky & Katz LLC773,450$58M3.27%+2,51813F-HRTimeline
Compass Ion Advisors, LLC740,985$55.6M5.3%+22,75313F-HRTimeline
Paragon Capital Management Ltd732,231$55M10.94%-6,29013F-HRTimeline
Perennial Investment Advisors, LLC706,373$53M4.19%-4,04313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding657,974$49.4M+20,212Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…657,603$49.4M0.09%+535,92913F-HR/ATimelineGroup
Demars Financial Group, LLC639,632$48M16.07%+28,27513F-HRTimeline
Davidson Capital Management Inc.634,770$47.6M10.31%+5,41113F-HRTimeline
Family Investment Center, Inc.623,937$46.8M9.46%+1,34213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP586,800$44M0.07%+178,60013F-HRTimelineGroup
Sequoia Financial Advisors, LLC561,746$42.2M0.24%+537,81213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management555,050$41.7M5.89%+7,29613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO536,698$40.3M<0.01%+117,60413F-HRTimelineGroup
Milestone Investment Advisors LLC525,917$39.5M9.56%-2,19413F-HRTimeline
UNION SAVINGS BANK482,047$36.2M15.67%13F-HRTimeline
Capital Planning Advisors, LLC452,850$34M4.55%-23,12813F-HRTimeline
SAX WEALTH ADVISORS, LLC449,419$33.7M1.59%+76,37313F-HRTimeline
Wealth Enhancement Trust Services, Inc.445,438$33.4M4.22%13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.438,841$32.9M11.59%-89,46413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP413,457$31M0.04%-1,66613F-HRTimelineGroup
Orgel Wealth Management, LLC402,733$30.2M0.67%-23,18113F-HRTimeline
Schwallier Wealth Management LLC383,403$29.7M18.96%-24,58713F-HRTimeline
Cambridge Investment Research Advisors,…379,185$28.5M0.08%-46,04513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO370,957$27.8M3.69%+367,41913F-HRTimeline
Ballast, Inc.370,528$27.8M6.51%+7,84413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…369,246$27.7M0.09%-3,517,62013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC340,324$25.5M0.57%-9,46013F-HRTimeline
Mariner, LLCin group Mariner, LLC336,240$25.2M0.03%-117,86113F-HRTimelineGroup
Private Advisor Group, LLC320,284$24M0.11%+9,03113F-HRTimeline
HighTower Advisors, LLC311,979$23.4M0.03%-8,97513F-HRTimeline
Global Retirement Partners, LLC284,847$21.4M0.38%+2,66913F-HRTimeline
Snowden Capital Advisors LLC280,811$21.1M0.54%+15,34713F-HRTimeline
NorthRock Partners, LLC273,638$20.5M0.35%-111,96613F-HRTimeline
Sterling Group Wealth Management, LLC271,552$20.4M9.86%-49713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.270,666$20.3M0.17%+5,78513F-HRTimelineGroup
Rollins Financial Advisors, LLC268,933$20.2M2.96%+10,71513F-HRTimeline
Qube Research & Technologies Ltd266,987$20M0.03%+58,83513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.265,935$20M0.03%+1,44613F-HRTimelineGroup
Cresset Asset Management, LLC253,601$19M0.08%-4,45413F-HRTimeline
COZAD ASSET MANAGEMENT INC251,552$18.9M1.46%-2,07013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV251,507$18.9M1.19%+10,99313F-HRTimeline
BLAIR WILLIAM & CO/IL250,837$18.8M0.05%+9,84213F-HRTimeline
TruWealth Advisors, LLC248,247$18.6M0.91%-9,81713F-HRTimeline
Focus Financial Network, Inc.239,483$18M0.63%+5,22813F-HRTimeline
Graves Light Lenhart Wealth, Inc.237,015$17.8M1.89%+4,40913F-HRTimeline
Tidemark, LLC231,112$17.3M4.93%+11,46913F-HRTimeline
JNBA Financial Advisors222,779$16.7M1.46%+4,83613F-HRTimeline
Burns Matteson Capital Management, LLC222,628$16.7M6.71%+1,97213F-HRTimeline
Eagle Strategies LLC217,882$16.4M2.09%+9,84513F-HRTimeline
Cresta Advisors, Ltd.210,604$15.8M6.63%-5,86913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC212,630$15.6M0.06%+27213F-HRTimelineGroup
IHT Wealth Management, LLC206,441$15.5M0.38%+43,70613F-HRTimeline
SIERRA OCEAN, LLC205,138$15.4M12.74%+6,80713F-HRTimeline
Sound View Wealth Advisors Group, LLC197,155$14.8M0.99%-1,43213F-HRTimeline
MOR Wealth Management, LLC195,157$14.6M6.69%13F-HRTimeline
Crusonia Wealth Advisors LLC193,361$14.5M3.19%13F-HRTimeline
Hoese & Co LLP192,752$14.5M10.31%+14913F-HRTimeline
Opes Wealth Management LLC187,611$14.1M2.39%+2,05713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding183,495$13.8M-8,514Timeline
RFG Advisory, LLC167,526$12.6M0.24%+9,33113F-HRTimeline
TD Capital Management LLC163,145$12.2M1.09%+2,66313F-HRTimeline
Chicago Wealth Management, Inc.159,662$12M4.82%+3,31613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp158,929$11.9M0.53%-40,01513F-HRTimelineGroup
WCG Wealth Advisors LLC158,196$11.9M0.33%+1,21713F-HRTimeline
Strategies Wealth Advisors, LLC155,875$11.7M1.17%-2,44113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…154,636$11.7M0.02%+35,91013F-HRTimelineGroup
Kingsview Wealth Management, LLC154,673$11.6M0.17%-96713F-HRTimeline
HARBOUR INVESTMENTS, INC.154,557$11.6M0.24%+39,81613F-HRTimeline
Sage Mountain Advisors LLC151,809$11.4M0.6%-95313F-HRTimeline
Certified Advisory Corp150,997$11.3M1.03%-84613F-HRTimeline
Headland Capital, LLC150,988$11.3M3.15%+76913F-HRTimeline
Janney Montgomery Scott LLC150,239$11.3M0.03%-4,84613F-HRTimeline
NewEdge Advisors, LLC149,580$11.2M0.04%+1,86513F-HRTimeline
Ruggaard & Associates LLC146,489$11M4.33%-13,38313F-HRTimeline
Jackson Wealth Management, LLC145,703$10.9M1.06%+1,25913F-HRTimeline
Quantinno Capital Management LP144,611$10.9M0.02%+133,69813F-HRTimeline
Core Wealth Advisors, Inc.144,326$10.8M2.81%-1,83813F-HRTimeline
Cedar Mountain Advisors, LLC141,386$10.6M2.05%+15813F-HRTimeline
Symphony Financial, Ltd. Co.137,295$10.4M1.4%+4,76413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding138,056$10.4M-80,965Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC136,258$10.2M1.83%+29,49113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.132,253$9.93M0.56%-1,55313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC132,085$9.91M0.01%-45213F-HRTimelineGroup
Legacy Private Trust Co.124,732$9.36M0.55%-5413F-HRTimeline
Lynx Investment Advisory124,309$9.33M5.09%+1,72313F-HRTimeline
Stonebridge Financial Planning Group, L…123,524$9.27M3.35%+1,34613F-HRTimeline
Orion Porfolio Solutions, LLC123,104$9.24M0.07%+56,94413F-HRTimeline
Sanctuary Advisors, LLC120,626$9.05M0.05%-16,70513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners119,681$8.98M1.17%+4,90013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…119,492$8.97M0.1%+63,21613F-HRTimelineGroup
Allworth Financial LP118,248$8.87M0.04%+1,62113F-HRTimeline
Creative Planningin group Creative Planning117,777$8.84M0.01%-1,62613F-HRTimelineGroup
Trilogy Capital Inc.117,777$8.84M0.4%+10,64113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.115,219$8.65M<0.01%-9613F-HRTimelineGroup
Santori & Peters, Inc.115,150$8.64M2.95%+74313F-HRTimeline
Integrity Investment Advisors, LLC113,891$8.55M4.71%+7,20613F-HRTimeline
Security Financial Services, INC.110,180$8.27M1.3%new13F-HRTimeline
Cornerstone Wealth Management, LLC109,367$8.21M0.43%+1,44513F-HRTimeline
Green Ridge Wealth Planning LLC106,530$8M4.09%13F-HRTimeline
Vigilare Wealth Management104,979$7.88M2.65%-8,94013F-HRTimeline
MAI Capital Management103,925$7.8M0.05%+8,14913F-HRTimeline
Merit Financial Group, LLC103,550$7.77M0.06%+58,23513F-HRTimeline
Performa Ltd (US), LLC102,691$7.71M1.96%+97513F-HRTimeline
Flagship Private Wealth, LLC102,362$7.68M3.02%-21913F-HRTimeline
Wealthspire Retirement, LLC101,071$7.59M0.46%-8513F-HRTimeline
Nikulski Financial, Inc.100,765$7.56M1.81%-47,28413F-HRTimeline
Henshaw Capital LLC100,000$7.5M0.27%013F-HRTimeline
Cedar Wealth Management, LLC97,136$7.29M2.18%-20013F-HRTimeline
Synergy Investment Management, LLC96,236$7.22M2.56%-26,62813F-HRTimeline
Artesa Financial Group, LLC95,831$7.19M7.4%13F-HRTimeline
Endowment Wealth Management, Inc.94,775$7.11M3.27%+53,02313F-HRTimeline
COMERICA BANK92,202$6.92M0.03%+2,56713F-HRTimeline
Dynamic Wealth Strategies, LLC92,057$6.91M4.11%-3,37713F-HRTimeline
Well Done, LLC90,749$6.81M1.02%-1,42813F-HRTimeline
Savvy Advisors, Inc.90,619$6.8M0.22%+85,17413F-HRTimeline
TSFG, LLC90,072$6.76M1.01%-65,01913F-HRTimeline
KPP Advisory Services LLC88,011$6.61M0.96%+4,83013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP87,461$6.57M0.01%-343,86913F-HR/ATimelineGroup
Jordan Park Group LLC87,114$6.54M0.38%-82,99613F-HRTimeline
MGO ONE SEVEN LLC87,010$6.53M0.13%+9,65813F-HRTimeline
Elevation Capital Advisory, LLC86,602$6.5M2.65%+80,55213F-HRTimeline
Beaumont Asset Management, L.L.C.86,100$6.46M3.23%+22913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS85,461$6.41M0.01%-2,80913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…83,696$6.28M0.21%+32013F-HRTimelineGroup
Financial Management, Inc.81,101$6.09M5.78%13F-HRTimeline
FIDELITY D & D BANCORP INC79,600$5.97M2.58%-3,88713F-HRTimeline
Hartford Financial Management Inc.79,475$5.96M1.55%+1,24113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC77,986$5.85M<0.01%+2,68313F-HRTimelineGroup
CPC Advisors, LLC77,135$5.79M0.58%-56913F-HRTimeline
Clear Creek Financial Management, LLC76,228$5.72M0.47%-3,16513F-HRTimeline
Provenance Wealth Advisors, LLC70,266$5.27M0.58%-16113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC70,208$5.27M2.21%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO70,102$5.26M0.03%013F-HRTimelineGroup
Weaver Consulting Group69,929$5.25M1.28%+3,94013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC69,906$5.25M0.31%-6,40313F-HRTimeline
Westwood Wealth Management69,732$5.23M3.93%new13F-HRTimeline
Lionshead Wealth Management, LLC69,732$5.23M3.93%+3,79113F-HRTimeline
Sigma Planning Corp69,590$5.22M0.14%-1,17413F-HRTimeline
Western Wealth Management, LLC67,976$5.1M0.24%+2,34413F-HRTimeline
Berkeley, Inc67,705$5.08M1.62%+5,09313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC66,988$5.03M0.24%+65213F-HRTimeline
MONTAG A & ASSOCIATES INC66,482$4.99M0.23%-3,42813F-HRTimeline
Balanced Rock Investment Advisors LLC66,269$4.97M3.53%+2,07613F-HRTimeline
Onyx Bridge Wealth Group LLC65,421$4.91M0.52%+8,92913F-HRTimeline
Summit Financial, LLC65,079$4.88M0.07%-78013F-HRTimeline
OakTrust Wealth Advisors, LLC64,761$4.86M4.48%13F-HRTimeline
Atria Investments, Inc64,318$4.83M0.05%-9,44913F-HRTimeline
Serenus Wealth Advisors, LLC63,427$4.76M0.92%+20,03913F-HRTimeline
IAG Wealth Partners, LLC63,257$4.75M0.55%-9,59113F-HRTimeline
Ausdal Financial Partners, Inc.63,235$4.75M0.22%+21,81113F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC62,493$4.69M0.6%-44,46813F-HRTimeline
High Net Worth Advisory Group LLC62,203$4.67M1.08%-66513F-HRTimeline
Parallel Advisors, LLC61,579$4.62M0.08%-3,94913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/60,960$4.57M<0.01%-11,17913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC60,145$4.51M0.07%-116,17913F-HRTimelineGroup
Rothschild Wealth LLC58,461$4.39M0.42%+47,99213F-HR/ATimeline
Redhawk Wealth Advisors, Inc.58,271$4.37M0.49%+5,17113F-HRTimeline
Avior Wealth Management, LLC57,810$4.34M0.14%013F-HRTimeline
Park Edge Advisors, LLC56,913$4.27M0.97%+1,01513F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD56,816$4.26M0.63%13F-HRTimeline
PACIFIC FINANCIAL GROUP INC56,576$4.25M2.36%new13F-HRTimeline
NewEdge Wealth, LLC56,322$4.23M0.05%-2,03413F-HRTimeline
Providence First Trust Co55,760$4.18M1.45%-32,85113F-HRTimeline
Cerro Pacific Wealth Advisors LLC55,421$4.16M1.12%-2,25113F-HRTimeline
Arete Wealth Advisors, LLC53,600$4.02M0.28%new13F-HR/ATimeline
WETZEL INVESTMENT ADVISORS, INC.52,741$3.96M1.6%-41813F-HRTimeline
Vise Technologies, Inc.52,480$3.94M0.08%+26,92313F-HRTimeline
Heritage Wealth Advisors52,185$3.92M0.15%+17,41113F-HRTimeline
Topor & Co. Korea51,770$3.89M2.93%13F-HR/ATimeline
Indivisible Partners51,380$3.86M0.42%13F-HRTimeline
Collier Financial51,379$3.86M2.9%-67713F-HRTimeline
JHP Wealth Management, LLC51,172$3.84M3.72%13F-HRTimeline