DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (SPGP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
307
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $210.0M | 1,717,281 | 0.01% | 33q | -7.1%-$15.9M |
| LPL Financial LLC | $130.0M | 1,063,264 | 0.03% | 31q | -11.4%-$16.8M |
| RAYMOND JAMES FINANCIAL INC | $81.6M | 667,457 | 0.02% | 7q | -8.5%-$7.6M |
| HOWARD FINANCIAL SERVICES, LTD. | $80.1M | 654,958 | 4.15% | 16q | +92.2%+$38.4M |
| BANK OF AMERICA CORP /DE/ | $79.3M | 648,368 | 0.01% | 31q | -8.2%-$7.1M |
| FIFTH THIRD BANCORP | $45.3M | 370,698 | 0.07% | 21q | -9.9%-$5.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $31.6M | 258,031 | 0.02% | 17q | -30.1%-$13.6M |
| Campbell Deegan Wealth Management, LLC | $24.2M | 197,674 | 17.14% | 7q | +2.1%+$504.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $22.3M | 182,053 | 0.03% | 31q | -4.4%-$1.0M |
| Coastal Bridge Advisors, LLC | $19.9M | 162,594 | 1.23% | 5q | -3.2%-$653.6K |
| GOLDMAN SACHS GROUP INC | $18.5M | 151,554 | 0.00% | 9q | +111.2%+$9.8M |
| JONES FINANCIAL COMPANIES LLLP | $17.4M | 143,288 | 0.01% | 10q | +6.8%+$1.1M |
| OSAIC HOLDINGS, INC. | $16.8M | 137,369 | 0.02% | 26q | -2.7%-$470.3K |
| Creative Planning | $16.5M | 134,909 | 0.01% | 16q | -11.2%-$2.1M |
| UBS Group AG | $15.3M | 125,287 | 0.00% | 26q | -23.9%-$4.8M |
| Cambridge Investment Research Advisors, Inc. | $15.0M | 122,668 | 0.02% | 31q | +90.5%+$7.1M |
| ROYAL BANK OF CANADA | $14.8M | 120,801 | 0.00% | 31q | -32.7%-$7.2M |
| Darrow Company, Inc. | $13.9M | 113,925 | 5.40% | 11q | HELD |
| WESCAP Management Group, Inc. | $13.9M | 113,777 | 2.60% | 26q | -5.3%-$785.7K |
| Longview Financial Advisors, Inc. | $13.9M | 113,518 | 8.12% | 11q | +3.5%+$466.9K |
| Cetera Investment Advisers | $13.5M | 110,737 | 0.01% | 16q | -7.1%-$1.0M |
| FLAGSHIP HARBOR ADVISORS, LLC | $13.5M | 110,158 | 0.52% | 17q | +5.0%+$644.5K |
| Modern Wealth Management, LLC | $13.4M | 109,204 | 0.16% | 8q | -1.2%-$157.5K |
| WELLS FARGO & COMPANY/MN | $12.3M | 100,981 | 0.00% | 30q | -6.9%-$917.1K |
| Cedar Wealth Management, LLC | $12.3M | 100,836 | 3.17% | 26q | -17.9%-$2.7M |
| Silicon Valley Capital Partners | $11.6M | 94,799 | 0.94% | 22q | -12.6%-$1.7M |
| HighTower Advisors, LLC | $11.2M | 91,986 | 0.01% | 22q | -3.1%-$354.8K |
| Retirement Planning Group, LLC | $10.0M | 81,484 | 0.25% | 15q | -10.1%-$1.1M |
| Elevation Capital Advisory, LLC | $9.8M | 80,162 | 3.78% | 8q | +83.6%+$4.5M |
| ENVESTNET ASSET MANAGEMENT INC | $9.6M | 78,871 | 0.00% | 28q | -5.0%-$512.6K |
| Global Retirement Partners, LLC | $8.7M | 70,945 | 0.13% | 16q | -20.7%-$2.3M |
| 1900 WEALTH MANAGEMENT LLC | $8.6M | 69,966 | 0.48% | 23q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.3M | 66,955 | 0.01% | 12q | -3.3%-$287.6K |
| Private Advisor Group, LLC | $7.4M | 60,700 | 0.03% | 20q | +1.1%+$81.9K |
| &PARTNERS | $7.3M | 59,415 | 0.03% | 4q | +1.8%+$125.9K |
| Mariner, LLC | $6.9M | 56,322 | 0.01% | 20q | +3.6%+$236.8K |
| TRUIST FINANCIAL CORP | $6.7M | 54,944 | 0.01% | 16q | -4.9%-$349.1K |
| Johnson & White Wealth Management, LLC | $6.1M | 50,271 | 2.30% | 14q | +2.7%+$163.1K |
| D.A. DAVIDSON & CO. | $6.1M | 49,525 | 0.03% | 29q | +0.9%+$52.3K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $5.8M | 47,195 | 0.28% | 17q | -16.4%-$1.1M |
| Alhambra Investment Management LLC | $5.7M | 46,553 | 2.48% | 10q | -4.9%-$296.3K |
| Sovran Advisors, LLC | $5.1M | 40,711 | 0.38% | 7q | +8.8%+$413.1K |
| Cerity Partners LLC | $4.9M | 40,051 | 0.01% | 5q | -0.9%-$42.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.8M | 39,216 | 0.05% | 12q | +7.2%+$322.8K |
| BNP PARIBAS FINANCIAL MARKETS | $4.8M | 38,917 | 0.00% | 5q | -75.7%-$14.8M |
| Allworth Financial LP | $4.6M | 37,603 | 0.02% | 16q | +7.7%+$327.7K |
| Perennial Investment Advisors, LLC | $4.5M | 36,709 | 0.30% | 21q | -37.7%-$2.7M |
| JPMORGAN CHASE & CO | $4.5M | 36,642 | 0.00% | 22q | -6.6%-$315.3K |
| MML INVESTORS SERVICES, LLC | $4.5M | 36,489 | 0.01% | 17q | +39.2%+$1.3M |
| Hudock, Inc. | $4.4M | 36,350 | 0.57% | 11q | +1.6%+$71.2K |
| FIRST UNITED BANK & TRUST | $4.4M | 36,039 | 1.27% | 14q | -0.7%-$30.9K |
| Pathstone Holdings, LLC | $4.4M | 35,915 | 0.01% | 2q | +23.5%+$835.7K |
| AMERIPRISE FINANCIAL INC | $4.3M | 35,496 | 0.00% | 31q | -14.6%-$739.4K |
| Grange Capital, LLC | $4.3M | 35,063 | 3.95% | 7q | -64.8%-$7.9M |
| Eagle Strategies LLC | $4.2M | 34,683 | 0.42% | 16q | -2.5%-$108.0K |
| Marble Wealth, LLC | $4.2M | 33,955 | 0.64% | 3q | -1.5%-$62.9K |
| Perigon Wealth Management, LLC | $4.0M | 32,760 | 0.06% | 15q | -8.7%-$380.6K |
| Principle Wealth Partners LLC | $3.9M | 32,150 | 0.19% | 14q | -2.9%-$118.1K |
| CITADEL ADVISORS LLC | $3.9M | 31,892 | 0.00% | 14q | -21.5%-$1.1M |
| OPPENHEIMER & CO INC | $3.4M | 28,173 | 0.04% | 15q | -3.9%-$138.4K |
| COZAD ASSET MANAGEMENT INC | $3.4M | 27,909 | 0.22% | 17q | -17.8%-$737.4K |
| NewEdge Advisors, LLC | $3.4M | 27,790 | 0.01% | 27q | +8.5%+$267.3K |
| Janney Montgomery Scott LLC | $3.4M | 27,500 | 0.01% | 4q | -6.9%-$249.7K |
| Equitable Holdings, Inc. | $3.2M | 26,392 | 0.02% | 21q | -13.2%-$489.8K |
| TWO SIGMA INVESTMENTS, LP | $3.2M | 26,099 | 0.00% | new | NEW |
| NWAM LLC | $3.2M | 26,069 | 0.16% | 8q | -9.0%-$314.2K |
| Kestra Advisory Services, LLC | $3.2M | 26,046 | 0.01% | 24q | -5.6%-$188.1K |
| INTEGRITY ALLIANCE, LLC. | $3.1M | 25,612 | 0.10% | 4q | +5.1%+$152.6K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $3.0M | 24,249 | 0.39% | 3q | -15.6%-$548.6K |
| Breakwater Capital Group | $3.0M | 24,147 | 0.35% | 15q | -6.2%-$196.6K |
| BEACON FINANCIAL PLANNING, INC | $2.9M | 24,028 | 1.00% | 13q | -9.1%-$292.4K |
| Marks Group Wealth Management, Inc | $2.9M | 23,892 | 0.25% | 15q | HELD |
| GC Wealth Management RIA, LLC | $2.9M | 23,799 | 0.17% | 11q | -17.1%-$599.6K |
| Thrivent Financial for Lutherans | $2.9M | 23,708 | 0.00% | 3q | -5.0%-$151.7K |
| Pine Harbor Wealth Management, LLC | $2.9M | 23,646 | 0.77% | 11q | -9.6%-$307.2K |
| Kovack Advisors, Inc. | $2.9M | 23,432 | 0.14% | 3q | +4.8%+$131.6K |
| Wealthcare Advisory Partners LLC | $2.7M | 22,434 | 0.05% | 31q | +1.9%+$52.2K |
| Bluespring Wealth Management, LLC | $2.6M | 20,960 | 0.05% | new | NEW |
| GENESIS PRIVATE WEALTH, LLC | $2.5M | 20,843 | 0.72% | 7q | -9.7%-$274.7K |
| Arkadios Wealth Advisors | $2.4M | 19,921 | 0.04% | 4q | -13.8%-$391.6K |
| Milestone Investment Advisors LLC | $2.4M | 19,857 | 0.52% | 15q | -5.5%-$141.9K |
| Finward Bancorp | $2.4M | 19,789 | 1.84% | 7q | -29.3%-$1.0M |
| FLOW TRADERS U.S. LLC | $2.3M | 18,481 | 0.09% | 8q | +139.5%+$1.3M |
| TRANSCEND CAPITAL ADVISORS, LLC | $2.2M | 17,896 | 0.15% | 12q | HELD |
| Baron Financial Group, LLC | $2.2M | 17,775 | 1.04% | 14q | -4.3%-$97.8K |
| TME FINANCIAL, INC. | $2.2M | 17,596 | 1.33% | 7q | -12.8%-$316.0K |
| Fifth Third Securities, Inc. | $2.1M | 17,375 | 0.12% | 14q | +1.5%+$30.5K |
| Hilltop Holdings Inc. | $2.1M | 17,253 | 0.16% | 12q | -6.1%-$136.6K |
| Farther Finance Advisors, LLC | $2.0M | 16,303 | 0.02% | 8q | HELD |
| Redhawk Wealth Advisors, Inc. | $2.0M | 15,984 | 0.19% | 10q | -2.7%-$53.7K |
| Ring Mountain Capital, LLC | $1.9M | 15,622 | 0.80% | 7q | +2.3%+$42.4K |
| Visionary Wealth Advisors | $1.9M | 15,546 | 0.08% | 14q | +1.9%+$35.6K |
| World Investment Advisors | $1.9M | 17,362 | 0.03% | 18q | HELD |
| HighPoint Advisor Group LLC | $1.8M | 14,926 | 0.06% | 3q | HELD |
| Quantinno Capital Management LP | $1.7M | 14,167 | 0.00% | 6q | HELD |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $1.7M | 13,880 | 0.02% | 12q | HELD |
| CSM Advisors, LLC | $1.7M | 13,500 | 0.04% | 16q | HELD |
| Jump Financial, LLC | $1.6M | 13,275 | 0.01% | 3q | -75.6%-$5.0M |
| Spectrum Wealth Advisory Group, LLC | $1.6M | 13,251 | 0.46% | 29q | -1.8%-$29.2K |
| Waverly Advisors, LLC | $1.5M | 12,503 | 0.01% | 7q | +10.8%+$149.3K |
Showing the largest 100 of 307 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 99 | $185.5M | 1,559,462 | 5 | 8 | 41 | 0.0% |
| Q2 2026 | 307 | $1.3B | 11,015,657 | 22 | 60 | 133 | 0.0% |
| Q1 2026 | 299 | $1.3B | 11,640,168 | 16 | 63 | 120 | 0.0% |
| Q4 2025 | 324 | $1.5B | 13,009,906 | 30 | 62 | 134 | 0.0% |
| Q3 2025 | 307 | $1.6B | 14,348,291 | 23 | 65 | 129 | 0.0% |
| Q2 2025 | 316 | $1.8B | 16,370,551 | 22 | 62 | 170 | 0.0% |
| Q1 2025 | 318 | $2.0B | 20,413,059 | 18 | 88 | 144 | 0.0% |
| Q4 2024 | 340 | $2.6B | 25,051,989 | 19 | 78 | 137 | 0.0% |
| Q3 2024 | 325 | $2.8B | 26,264,599 | 26 | 85 | 132 | 0.0% |
| Q2 2024 | 341 | $3.3B | 32,450,720 | 42 | 119 | 107 | 0.0% |
| Q1 2024 | 327 | $4.5B | 42,247,067 | 58 | 140 | 78 | 0.0% |
| Q4 2023 | 288 | $3.7B | 37,311,500 | 40 | 141 | 54 | 0.0% |
| Q3 2023 | 250 | $2.5B | 27,164,296 | 47 | 118 | 55 | 0.0% |
| Q2 2023 | 220 | $2.2B | 23,790,527 | 37 | 106 | 43 | 0.1% |
| Q1 2023 | 205 | $1.9B | 22,796,150 | 66 | 82 | 30 | 0.0% |
| Q4 2022 | 158 | $1.3B | 15,768,349 | 28 | 72 | 26 | 0.0% |
| Q3 2022 | 139 | $6.6B | 88,494,356 | 33 | 60 | 19 | 0.0% |
| Q2 2022 | 115 | $563.8M | 7,076,863 | 32 | 44 | 22 | 0.0% |
| Q1 2022 | 96 | $620.4M | 6,820,677 | 17 | 35 | 31 | 0.0% |
| Q4 2021 | 93 | $640.8M | 6,625,563 | 11 | 36 | 23 | 0.0% |
| Q3 2021 | 81 | $468.4M | 5,387,554 | 19 | 25 | 18 | 0.0% |
| Q2 2021 | 65 | $347.0M | 3,957,258 | 15 | 22 | 17 | 0.0% |
| Q1 2021 | 54 | $159.5M | 1,952,127 | 7 | 17 | 18 | 0.0% |
| Q4 2020 | 55 | $1.0B | 14,362,688 | 8 | 12 | 16 | 0.0% |
| Q3 2020 | 48 | $66.1M | 1,109,027 | 4 | 9 | 24 | 0.0% |
| Q2 2020 | 56 | $116.2M | 2,113,321 | 9 | 13 | 23 | 0.0% |
| Q1 2020 | 55 | $236.6M | 5,319,456 | 13 | 15 | 21 | 0.0% |
| Q4 2019 | 63 | $447.8M | 7,095,117 | 18 | 21 | 14 | 0.0% |
| Q3 2019 | 44 | $214.7M | 3,803,735 | 7 | 9 | 18 | 0.0% |
| Q2 2019 | 45 | $228.7M | 4,072,474 | 10 | 19 | 9 | 0.0% |
| Q1 2019 | 42 | $268.5M | 5,032,012 | 9 | 17 | 9 | 0.0% |
| Q4 2018 | 40 | $1.7B | 36,926,948 | 2 | 1 | 1 | 0.0% |