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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 33 filers sold out during the quarter.

Managers
738
13F filers
751
New
69
Added
296
Reduced
225
Sold out
33
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
LPL Financial LLC12,165,867$915M0.24%+248,50213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,820,059$663M0.15%+222,78913F-HR/ATimelineGroup
FMR LLCin group FMR LLC7,871,710$592M0.03%+2,100,04613F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC7,350,884$553M8.09%-1,559,46313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,674,448$427M0.03%+63,78413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,507,331$416M0.91%-2,408,58813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,968,780$374M0.07%+169,55213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,893,236$368M0.03%-35,39213F-HRTimelineGroup
Heritage Wealth Advisors4,688,734$353M13.77%+4,636,54913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,194,950$315M0.1%-174,15013F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC3,321,664$250M2.12%-25,47413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,495,846$188M0.27%-7,73213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,467,657$183M0.09%+339,43413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,184,539$164M0.03%-433,33013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,091,421$157M0.1%-216,90213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,998,358$150M+57,375Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,956,052$147M0.03%-845,43113F-HRTimelineGroup
SFMG, LLC1,686,924$127M8.69%+18,81713F-HRTimeline
UBS Group AGgroup of 2 filers holding1,604,646$121M-87,138Timeline
First Command Advisory Services, Inc.1,432,231$108M0.73%-28,73613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,431,340$107M0.69%+121,74013F-HRTimelineGroup
NorthCoast Asset Management LLC1,350,198$102M2.35%+347,90513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,282,365$96.4M1.2%-80,02713F-HRTimelineGroup
Cetera Investment Advisers1,231,815$92.6M0.1%-5,58113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,069,484$80.4M0.11%-2,21713F-HRTimeline
Independent Advisor Alliance1,059,017$79.6M0.85%new13F-HRTimeline
Independence Asset Advisors, LLC982,253$73.9M26.7%new13F-HRTimeline
Alvarez & Marsal Private Wealth Partner…956,589$71.9M10.1%+182,25213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP934,862$70.3M0.06%+68,36613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…900,843$67.7M0.04%-73,36913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC823,056$61.9M0.17%-79,96313F-HRTimeline
Evensky & Katz LLC775,144$58.3M3.32%+1,69413F-HRTimeline
Tulsa Wealth Advisors, INC752,841$56.6M9.92%new13F-HRTimeline
Compass Ion Advisors, LLC745,478$56.1M5.34%+4,49313F-HRTimeline
Paragon Capital Management Ltd718,982$54.1M11.36%-13,24913F-HRTimeline
Perennial Investment Advisors, LLC695,729$52.3M4.18%-10,64413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…663,024$49.9M0.09%+5,42113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS632,003$47.5M0.03%+631,71813F-HRTimelineGroup
Demars Financial Group, LLC623,705$46.9M15.44%-15,92713F-HRTimeline
Mariner, LLCin group Mariner, LLC594,702$44.7M0.05%+258,46213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO598,213$43.9M<0.01%+61,51513F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC548,918$41.3M0.23%-12,82813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management535,503$40.3M5.85%-19,54713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding534,363$40.2M+350,868Timeline
Milestone Investment Advisors LLC528,118$39.7M9.59%+2,20113F-HRTimeline
Family Investment Center, Inc.520,845$39.2M7.54%-103,09213F-HRTimeline
UNION SAVINGS BANK488,164$36.7M16.09%+6,11713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding474,106$35.6M-183,868Timeline
SAX WEALTH ADVISORS, LLC446,956$33.5M1.63%-2,46313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.438,438$33M11.48%-40313F-HRTimeline
Wealth Enhancement Trust Services, Inc.427,847$32.2M3.89%-17,59113F-HRTimeline
Cambridge Investment Research Advisors,…424,221$31.9M0.08%+45,03613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding419,936$31.6M+50,690Timeline
Capital Planning Advisors, LLC413,627$31.1M4.5%-39,22313F-HRTimeline
Clearview Wealth Management LLC408,328$30.7M21.72%13F-HRTimeline
Orgel Wealth Management, LLC398,406$30M0.65%-4,32713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP396,300$29.8M0.04%-17,15713F-HRTimelineGroup
Schwallier Wealth Management LLC376,496$28.3M20.68%-6,90713F-HRTimeline
Ballast, Inc.375,405$28.2M6.53%+4,87713F-HRTimeline
Private Advisor Group, LLC369,373$27.8M0.13%+49,08913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC346,195$26M0.56%+5,87113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP343,837$25.9M0.04%+256,37613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.336,313$25.3M0.04%+70,37813F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.326,865$24.6M0.3%+56,19913F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO319,573$24M2.53%-51,38413F-HRTimeline
HighTower Advisors, LLC314,321$23.6M0.03%+2,34213F-HRTimeline
Rollins Financial Advisors, LLC292,408$22M3.48%+23,47513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC286,827$21.6M1.45%+286,75613F-HRTimeline
Snowden Capital Advisors LLC283,594$21.3M0.57%+2,78313F-HRTimeline
RFG Advisory, LLC271,890$20.4M0.38%+104,36413F-HRTimeline
BLAIR WILLIAM & CO/IL269,028$20.2M0.06%+18,19113F-HRTimeline
Cresset Asset Management, LLC262,603$19.7M0.09%+9,00213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding261,122$19.6M+123,066Timeline
COZAD ASSET MANAGEMENT INC250,011$18.8M1.48%-1,54113F-HRTimeline
Graves Light Lenhart Wealth, Inc.246,520$18.5M1.93%+9,50513F-HRTimeline
TruWealth Advisors, LLC244,394$18.4M0.88%-3,85313F-HRTimeline
Focus Financial Network, Inc.240,986$18.1M0.65%+1,50313F-HRTimeline
Sterling Group Wealth Management, LLC231,299$17.4M8.23%-40,25313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV226,520$17M1.04%-24,98713F-HRTimeline
Cresta Advisors, Ltd.226,368$17M6.97%+15,76413F-HRTimeline
NorthRock Partners, LLC224,229$16.9M0.27%-49,40913F-HRTimeline
IHT Wealth Management, LLC223,820$16.8M0.39%+17,37913F-HRTimeline
JNBA Financial Advisors219,166$16.5M1.37%-3,61313F-HRTimeline
MOR Wealth Management, LLC217,866$16.4M7.51%+22,70913F-HRTimeline
Burns Matteson Capital Management, LLC217,586$16.4M6.37%-5,04213F-HRTimeline
SIERRA OCEAN, LLC214,270$16.1M13.22%+9,13213F-HRTimeline
Qube Research & Technologies Ltd209,182$15.7M0.02%-57,80513F-HRTimeline
Vigilare Wealth Management209,004$15.7M5.31%+104,02513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC208,510$15.7M0.06%-4,12013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.208,309$15.7M0.24%+53,75213F-HRTimeline
Redhawk Wealth Advisors, Inc.207,402$15.6M1.72%+149,13113F-HRTimeline
Davidson Capital Management Inc.205,732$15.5M2.8%-429,03813F-HRTimeline
Crusonia Wealth Advisors LLC201,078$15.1M3.12%+7,71713F-HRTimeline
Sound View Wealth Advisors Group, LLC194,574$14.6M1%-2,58113F-HRTimeline
Opes Wealth Management LLC186,317$14M2.39%-1,29413F-HRTimeline
Janney Montgomery Scott LLC170,750$12.8M0.03%+20,51113F-HRTimeline
Kingsview Wealth Management, LLC163,120$12.3M0.17%+8,44713F-HRTimeline
Hoese & Co LLP162,420$12.2M9.06%-30,33213F-HRTimeline
TD Capital Management LLC162,354$12.2M1.1%-79113F-HRTimeline
Core Wealth Advisors, Inc.161,720$12.2M2.9%+17,39413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…160,853$12.1M0.02%+6,21713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC157,375$11.8M0.02%+25,29013F-HRTimelineGroup
Tidemark, LLC156,276$11.8M2.99%-74,83613F-HRTimeline
Headland Capital, LLC155,922$11.7M3.3%+4,93413F-HRTimeline
Quantinno Capital Management LP155,621$11.7M0.02%+11,01013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp154,680$11.6M0.54%-4,24913F-HRTimelineGroup
Sage Mountain Advisors LLC151,843$11.4M0.8%+3413F-HRTimeline
Farther Finance Advisors, LLC149,620$11.4M0.11%+103,83213F-HRTimeline
Jackson Wealth Management, LLC147,594$11.1M1.14%+1,89113F-HRTimeline
NewEdge Advisors, LLC147,123$11.1M0.04%-2,45713F-HR/ATimeline
Cornerstone Wealth Management, LLC146,912$11M0.55%+37,54513F-HRTimeline
Lynx Investment Advisory145,458$10.9M5.23%+21,14913F-HRTimeline
Strategies Wealth Advisors, LLC145,091$10.9M1.1%-10,78413F-HRTimeline
Symphony Financial, Ltd. Co.144,255$10.7M1.42%+6,96013F-HRTimeline
SYKON CAPITAL LLC142,099$10.7M3.56%new13F-HRTimeline
Cedar Mountain Advisors, LLC141,220$10.6M2.08%-16613F-HRTimeline
Ruggaard & Associates LLC140,244$10.5M4.18%-6,24513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.137,149$10.3M0.58%+4,89613F-HRTimelineGroup
Owl Creek Wealth Partners LLC129,997$9.77M3.48%13F-HRTimeline
Trilogy Capital Inc.129,564$9.74M0.43%+11,78713F-HRTimeline
Certified Advisory Corp129,170$9.71M0.87%-21,82713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC126,937$9.54M1.61%-9,32113F-HRTimeline
WCG Wealth Advisors LLC126,889$9.54M0.27%-31,30713F-HRTimeline
Geneos Wealth Management Inc.125,167$9.41M0.22%+109,75813F-HRTimeline
Integrity Investment Advisors, LLC124,695$9.38M5.08%+10,80413F-HRTimeline
Legacy Private Trust Co.122,459$9.21M0.57%-2,27313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners122,400$9.2M1.19%+2,71913F-HRTimelineGroup
Stonebridge Financial Planning Group, L…122,057$9.18M3.37%-1,46713F-HRTimeline
Santori & Peters, Inc.120,562$9.07M2.82%+5,41213F-HRTimeline
Sanctuary Advisors, LLC120,319$9.05M0.05%-30713F-HRTimeline
Creative Planningin group Creative Planning119,982$9.02M0.01%+2,20513F-HRTimelineGroup
Allworth Financial LP116,393$8.75M0.04%-1,85513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.115,028$8.65M<0.01%-19113F-HRTimelineGroup
Orion Porfolio Solutions, LLC112,682$8.47M0.07%-10,42213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…112,499$8.46M0.09%-6,99313F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC112,312$8.44M3.54%+42,10413F-HRTimeline
Security Financial Services, INC.109,026$8.2M1.3%-1,15413F-HRTimeline
Family Capital Management, Inc.107,561$8.09M3.6%+60,17813F-HRTimeline
Artesa Financial Group, LLC104,727$7.87M7.51%+8,89613F-HRTimeline
Synergy Investment Management, LLC104,658$7.87M2.57%+8,42213F-HRTimeline
Merit Financial Group, LLC104,643$7.87M0.06%+1,09313F-HRTimeline
MAI Capital Management103,492$7.78M0.04%-43313F-HRTimeline
Flagship Private Wealth, LLC103,051$7.75M3.15%+68913F-HRTimeline
Wealthspire Retirement, LLC101,141$7.6M0.46%+7013F-HRTimeline
Performa Ltd (US), LLC100,923$7.59M1.72%-1,76813F-HRTimeline
Eagle Strategies LLC100,551$7.56M0.9%-117,33113F-HRTimeline
Henshaw Capital LLC100,000$7.52M0.28%013F-HRTimeline
Endowment Wealth Management, Inc.99,822$7.51M3.32%+5,04713F-HRTimeline
Cedar Wealth Management, LLC99,671$7.49M2.18%+2,53513F-HRTimeline
Dynamic Wealth Strategies, LLC94,153$7.08M4.1%+2,09613F-HRTimeline
TSFG, LLC92,397$6.95M1.05%+2,32513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS92,321$6.94M0.01%+6,86013F-HRTimeline
Serenus Wealth Advisors, LLC91,787$6.9M1.38%+28,36013F-HRTimeline
FIDELITY D & D BANCORP INC89,889$6.76M2.71%+10,28913F-HRTimeline
TSG Advice Partners, LLC89,803$6.75M1.01%+73,16913F-HRTimeline
Well Done, LLC88,689$6.67M0.98%-2,06013F-HRTimeline
Beacon Pointe Advisors, LLC88,411$6.65M0.04%+56,94313F-HRTimeline
Savvy Advisors, Inc.87,748$6.6M0.18%-2,87113F-HRTimeline
Jordan Park Group LLC87,114$6.55M0.35%013F-HRTimeline
MGO ONE SEVEN LLC86,357$6.49M0.13%-65313F-HRTimeline
Beaumont Asset Management, L.L.C.84,839$6.38M2.87%-1,26113F-HRTimeline
GLR Partners, LLC83,816$6.3M3.44%13F-HRTimeline
Financial Management, Inc.83,697$6.29M5.91%+2,59613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC83,540$6.28M0.38%+13,63413F-HRTimeline
Compass Financial Group, Inc. (Ohio)82,408$6.2M4.53%+43,32313F-HRTimeline
Cadent Capital Advisors, LLC81,688$6.14M1.62%new13F-HRTimeline
KPP Advisory Services LLC81,015$6.09M0.88%-6,99613F-HRTimeline
NewEdge Wealth, LLC80,716$6.07M0.07%+24,39413F-HRTimeline
Nikulski Financial, Inc.80,260$6.03M1.49%-20,50513F-HRTimeline
Clear Creek Financial Management, LLC79,180$5.95M0.46%+2,95213F-HRTimeline
Sigma Planning Corp78,913$5.93M0.16%+9,32313F-HRTimeline
Atria Investments, Inc77,639$5.84M0.07%+13,32113F-HRTimeline
Berkeley, Inc74,369$5.59M1.88%+6,66413F-HRTimeline
OakTrust Wealth Advisors, LLC73,429$5.52M5.03%+8,66813F-HRTimeline
Weaver Consulting Group72,685$5.47M1.3%+2,75613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.71,883$5.4M0.22%+23,33413F-HRTimeline
Western Wealth Management, LLC69,041$5.19M0.2%+1,06513F-HR/ATimeline
Lionshead Wealth Management, LLC69,023$5.19M3.82%-70913F-HRTimeline
Balanced Rock Investment Advisors LLC68,344$5.14M3.6%+2,07513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC68,253$5.13M<0.01%+35,01413F-HRTimelineGroup
Summit Financial, LLC67,928$5.11M0.07%+2,84913F-HRTimeline
Park Edge Advisors, LLC67,046$5.04M1.16%+10,13313F-HRTimeline
Ausdal Financial Partners, Inc.66,825$5.02M0.22%+3,59013F-HRTimeline
Fiduciary Alliance LLC62,792$4.99M0.3%+28,22713F-HRTimeline
Onyx Bridge Wealth Group LLC66,284$4.98M0.54%+86313F-HRTimeline
Provenance Wealth Advisors, LLC65,999$4.96M0.53%-4,26713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC65,975$4.96M0.22%-1,01313F-HRTimeline
Elevation Capital Advisory, LLC65,473$4.92M2.1%-21,12913F-HRTimeline
Providence First Trust Co64,383$4.84M1.7%+8,62313F-HRTimeline
Parallel Advisors, LLC62,448$4.7M0.08%+86913F-HR/ATimeline
PERRYMAN FINANCIAL ADVISORY INC /AD62,003$4.66M0.7%+5,18713F-HR/ATimeline
United Community Bankin group United Community Bank61,925$4.66M1.55%+17,24013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…61,368$4.61M0.08%+41,11613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC61,037$4.59M<0.01%new13F-HRTimelineGroup
High Net Worth Advisory Group LLC60,809$4.57M1.07%-1,39413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers60,739$4.57M0.01%+28,66013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC60,428$4.54M0.21%-6,05413F-HRTimeline
JHP Wealth Management, LLC60,378$4.54M4.34%+9,20613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED59,903$4.5M0.33%new13F-HRTimeline
IAG Wealth Partners, LLC58,809$4.42M0.49%-4,44813F-HRTimeline