DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (SPHQ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
828
Reporting holders
$14.0B
Reported value
0.0%
Calls
0.0%
Puts
+75
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.2B | 13,784,927 | 0.28% | 31q | +13.3%+$145.9M |
| FMR LLC | $842.6M | 9,352,203 | 0.04% | 31q | +18.8%+$133.4M |
| AMERIPRISE FINANCIAL INC | $821.9M | 9,120,665 | 0.17% | 31q | +3.4%+$27.1M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $663.6M | 7,364,726 | 8.72% | 14q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $606.5M | 6,731,769 | 0.14% | 31q | +236.9%+$426.5M |
| WELLS FARGO & COMPANY/MN | $523.9M | 5,814,302 | 0.08% | 31q | +17.0%+$76.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $522.5M | 5,948,776 | 0.87% | 19q | +8.0%+$38.8M |
| MORGAN STANLEY | $516.1M | 5,727,578 | 0.03% | 33q | +0.9%+$4.8M |
| BANK OF AMERICA CORP /DE/ | $450.8M | 5,003,440 | 0.03% | 31q | +2.3%+$9.9M |
| Heritage Wealth Advisors | $448.6M | 4,978,794 | 15.40% | 4q | +6.2%+$26.1M |
| RAYMOND JAMES FINANCIAL INC | $403.3M | 4,476,309 | 0.11% | 7q | +6.7%+$25.4M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $309.8M | 3,438,541 | 2.32% | 4q | +3.5%+$10.5M |
| JONES FINANCIAL COMPANIES LLLP | $257.8M | 2,968,361 | 0.10% | 11q | +20.3%+$43.5M |
| OSAIC HOLDINGS, INC. | $243.7M | 2,703,877 | 0.29% | 26q | +8.3%+$18.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $229.0M | 2,541,105 | 0.12% | 31q | +21.5%+$40.5M |
| ROYAL BANK OF CANADA | $200.7M | 2,227,357 | 0.03% | 31q | +2.0%+$3.9M |
| Bank of New York Mellon Corp | $177.7M | 1,971,842 | 0.03% | 12q | +0.8%+$1.4M |
| MML INVESTORS SERVICES, LLC | $177.4M | 1,968,809 | 0.36% | 31q | +139.2%+$103.2M |
| SFMG, LLC | $154.1M | 1,710,162 | 9.28% | 31q | +1.4%+$2.1M |
| UBS Group AG | $151.0M | 1,676,083 | 0.02% | 31q | +4.8%+$7.0M |
| Cetera Investment Advisers | $129.9M | 1,441,981 | 0.12% | 23q | +17.1%+$18.9M |
| Equitable Holdings, Inc. | $129.5M | 1,436,900 | 0.77% | 27q | HELD |
| NorthCoast Asset Management LLC | $113.5M | 1,260,240 | 2.51% | 9q | -6.7%-$8.1M |
| First Command Advisory Services, Inc. | $103.3M | 1,146,360 | 0.61% | 14q | -20.0%-$25.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $97.4M | 1,081,551 | 0.12% | 31q | +1.1%+$1.1M |
| STIFEL FINANCIAL CORP | $92.2M | 1,023,186 | 0.08% | 31q | +9.4%+$8.0M |
| Independence Asset Advisors, LLC | $88.5M | 982,557 | 23.06% | 2q | HELD |
| Alvarez & Marsal Private Wealth Partners, LLC | $85.4M | 948,378 | 11.26% | 3q | -0.9%-$739.8K |
| Madison Asset Management, LLC | $84.4M | 936,702 | 1.01% | 27q | -27.0%-$31.1M |
| PNC Financial Services Group, Inc. | $79.4M | 881,712 | 0.04% | 31q | -2.1%-$1.7M |
| Cambridge Investment Research Advisors, Inc. | $78.6M | 872,719 | 0.09% | 31q | +105.7%+$40.4M |
| JPMORGAN CHASE & CO | $76.6M | 862,123 | 0.00% | 18q | +44.1%+$23.4M |
| Evensky & Katz LLC | $68.9M | 765,065 | 3.56% | 31q | -1.3%-$908.1K |
| Compass Ion Advisors, LLC | $68.7M | 762,357 | 5.92% | 7q | +2.3%+$1.5M |
| Demars Financial Group, LLC | $66.1M | 733,638 | 18.32% | 5q | +17.6%+$9.9M |
| Paragon Capital Management Ltd | $62.9M | 698,569 | 11.92% | 20q | -2.8%-$1.8M |
| Rockefeller Capital Management L.P. | $61.3M | 680,843 | 0.09% | 28q | +2.7%+$1.6M |
| Perennial Investment Advisors, LLC | $53.3M | 591,843 | 3.54% | 26q | -14.9%-$9.4M |
| Tulsa Wealth Advisors, INC | $52.9M | 587,150 | 7.45% | 2q | -22.0%-$14.9M |
| Family Investment Center, Inc. | $48.2M | 535,311 | 8.01% | 10q | +2.8%+$1.3M |
| Milestone Investment Advisors LLC | $48.1M | 533,994 | 10.40% | 15q | +1.1%+$529.4K |
| Private Advisor Group, LLC | $44.5M | 494,162 | 0.20% | 30q | +33.8%+$11.2M |
| UNION SAVINGS BANK | $44.3M | 491,653 | 17.80% | 11q | +0.7%+$314.4K |
| WEALTH MANAGEMENT RESOURCES, INC. | $43.2M | 478,990 | 13.31% | 19q | +9.2%+$3.7M |
| Baltimore-Washington Financial Advisors, Inc. | $42.8M | 475,171 | 1.60% | new | NEW |
| Sequoia Financial Advisors, LLC | $42.2M | 468,394 | 0.21% | 14q | -14.7%-$7.3M |
| Stratos Wealth Partners, LTD. | $42.1M | 467,766 | 0.42% | 25q | +2.9%+$1.2M |
| TRUIST FINANCIAL CORP | $42.1M | 467,672 | 0.05% | 27q | +18.0%+$6.4M |
| Alpine Bank Wealth Management | $42.0M | 466,176 | 5.39% | 7q | -12.9%-$6.2M |
| SAX WEALTH ADVISORS, LLC | $40.8M | 542,051 | 1.66% | 6q | +21.3%+$7.2M |
| Baird Financial Group, Inc. | $38.3M | 425,489 | 0.05% | 29q | +26.5%+$8.0M |
| Wealth Enhancement Trust Services, Inc. | $38.1M | 422,624 | 4.23% | 3q | -1.2%-$470.6K |
| Kestra Advisory Services, LLC | $37.4M | 415,333 | 0.12% | 13q | -8.7%-$3.6M |
| Clearview Wealth Management LLC | $36.3M | 402,989 | 23.34% | 2q | -1.3%-$481.0K |
| Orgel Wealth Management, LLC | $35.7M | 395,689 | 0.68% | 17q | -0.7%-$244.8K |
| Thrivent Financial for Lutherans | $34.9M | 387,541 | 0.06% | 14q | +140.9%+$20.4M |
| FIFTH THIRD BANCORP | $34.8M | 386,618 | 0.06% | 18q | -4.9%-$1.8M |
| Jefferies Financial Group Inc. | $34.1M | 378,345 | 0.22% | 15q | +15.7%+$4.6M |
| Ballast, Inc. | $33.2M | 368,869 | 6.27% | 31q | -1.7%-$588.9K |
| Bluespring Wealth Management, LLC | $33.1M | 367,053 | 0.64% | new | NEW |
| EVERGREEN CAPITAL MANAGEMENT LLC | $31.8M | 353,193 | 0.56% | 26q | +2.0%+$630.5K |
| PARK AVENUE SECURITIES LLC | $30.7M | 340,277 | 0.19% | 31q | +1187.5%+$28.3M |
| Corient Private Wealth LP | $29.3M | 325,280 | 0.04% | 15q | -5.4%-$1.7M |
| HighTower Advisors, LLC | $28.7M | 318,947 | 0.03% | 31q | +1.5%+$416.8K |
| GOLDMAN SACHS GROUP INC | $28.2M | 312,443 | 0.00% | 2q | +411.9%+$22.7M |
| SUMMIT WEALTH GROUP LLC / CO | $27.5M | 305,169 | 2.28% | 5q | -4.5%-$1.3M |
| Rollins Financial Advisors, LLC | $27.4M | 304,049 | 3.61% | 11q | +4.0%+$1.0M |
| Snowden Capital Advisors LLC | $26.9M | 299,044 | 0.64% | 27q | +5.4%+$1.4M |
| BLAIR WILLIAM & CO/IL | $25.6M | 284,460 | 0.07% | 29q | +5.7%+$1.4M |
| Cresset Asset Management, LLC | $24.7M | 273,682 | 0.09% | 19q | +4.2%+$998.2K |
| Mariner, LLC | $24.6M | 272,735 | 0.03% | 16q | -54.1%-$29.0M |
| SouthState Bank Corp | $24.5M | 272,332 | 1.02% | 6q | +76.1%+$10.6M |
| Waverly Advisors, LLC | $24.3M | 269,223 | 0.14% | 6q | +2547.5%+$23.3M |
| Redhawk Wealth Advisors, Inc. | $22.8M | 253,355 | 2.25% | 14q | +22.2%+$4.1M |
| COZAD ASSET MANAGEMENT INC | $22.4M | 248,671 | 1.45% | 25q | -0.5%-$120.7K |
| Graves Light Lenhart Wealth, Inc. | $21.8M | 242,025 | 2.03% | 31q | -1.8%-$405.0K |
| Cresta Advisors, Ltd. | $21.8M | 241,946 | 7.82% | 13q | +6.9%+$1.4M |
| Global Retirement Partners, LLC | $21.1M | 234,257 | 0.32% | 16q | -17.8%-$4.6M |
| IHT Wealth Management, LLC | $20.7M | 230,119 | 0.44% | 14q | +2.8%+$567.5K |
| HARBOUR INVESTMENTS, INC. | $19.9M | 220,483 | 0.27% | 21q | +5.8%+$1.1M |
| SIERRA OCEAN, LLC | $19.8M | 220,001 | 13.72% | 7q | +2.7%+$516.4K |
| Burns Matteson Capital Management, LLC | $19.8M | 219,926 | 6.20% | 12q | +1.1%+$210.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $19.7M | 218,789 | 0.94% | 19q | -3.4%-$696.6K |
| Focus Financial Network, Inc. | $19.6M | 217,531 | 0.61% | 17q | -9.7%-$2.1M |
| Crusonia Wealth Advisors LLC | $18.8M | 208,288 | 3.08% | 3q | +3.6%+$649.6K |
| Davidson Capital Management Inc. | $18.5M | 205,685 | 2.97% | 11q | HELD |
| MOR Wealth Management, LLC | $18.5M | 205,024 | 7.35% | 3q | -5.9%-$1.2M |
| JNBA Financial Advisors | $17.7M | 196,648 | 1.34% | 5q | -10.3%-$2.0M |
| Vigilare Wealth Management | $17.6M | 195,028 | 5.39% | 10q | -6.7%-$1.3M |
| Sound View Wealth Advisors Group, LLC | $17.5M | 193,846 | 1.08% | 29q | HELD |
| EP Wealth Advisors, LLC | $17.4M | 193,329 | 0.07% | 14q | +2000.7%+$16.6M |
| Sterling Group Wealth Management, LLC | $17.4M | 193,281 | 7.14% | 15q | -16.4%-$3.4M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $17.4M | 192,698 | 2.59% | 13q | +51.8%+$5.9M |
| NOMURA ASSET MANAGEMENT CO LTD | $17.3M | 192,500 | 0.04% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $16.5M | 183,279 | 0.01% | 6q | -71.0%-$40.4M |
| Janney Montgomery Scott LLC | $16.4M | 181,937 | 0.03% | 31q | +6.6%+$1.0M |
| Kingsview Wealth Management, LLC | $16.2M | 179,573 | 0.20% | 32q | +10.1%+$1.5M |
| Lido Advisors, LLC | $16.2M | 179,395 | 0.04% | 31q | -14.0%-$2.6M |
| RFG Advisory, LLC | $16.1M | 178,931 | 0.25% | 17q | -34.2%-$8.4M |
| Core Wealth Advisors, Inc. | $15.8M | 174,879 | 3.17% | 7q | +8.1%+$1.2M |
Showing the largest 100 of 829 reported holders. The count of 828 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 337 | $3.0B | 35,093,365 | 32 | 107 | 92 | 0.0% |
| Q2 2026 | 828 | $14.0B | 155,213,405 | 120 | 285 | 202 | 0.0% |
| Q1 2026 | 753 | $10.6B | 140,859,203 | 69 | 249 | 203 | 0.0% |
| Q4 2025 | 719 | $10.0B | 133,584,856 | 47 | 233 | 203 | 0.0% |
| Q3 2025 | 679 | $10.0B | 136,546,132 | 62 | 242 | 186 | 0.0% |
| Q2 2025 | 674 | $9.6B | 134,059,015 | 91 | 247 | 171 | 0.0% |
| Q1 2025 | 627 | $7.8B | 116,913,193 | 71 | 245 | 148 | 0.0% |
| Q4 2024 | 610 | $8.8B | 131,758,838 | 55 | 219 | 133 | 0.0% |
| Q3 2024 | 549 | $8.5B | 125,681,405 | 64 | 205 | 133 | 0.0% |
| Q2 2024 | 512 | $7.6B | 119,387,304 | 56 | 180 | 126 | 0.0% |
| Q1 2024 | 481 | $6.4B | 105,629,584 | 60 | 161 | 136 | 0.0% |
| Q4 2023 | 446 | $4.9B | 90,096,187 | 50 | 145 | 124 | 0.0% |
| Q3 2023 | 409 | $4.1B | 81,413,542 | 43 | 144 | 106 | 0.0% |
| Q2 2023 | 389 | $4.0B | 79,053,701 | 54 | 129 | 101 | 0.0% |
| Q1 2023 | 360 | $3.4B | 73,019,863 | 47 | 111 | 100 | 0.0% |
| Q4 2022 | 341 | $2.3B | 51,138,724 | 47 | 101 | 98 | 0.0% |
| Q3 2022 | 302 | $20.0B | 504,034,863 | 24 | 90 | 98 | 0.0% |
| Q2 2022 | 306 | $24.1B | 573,711,196 | 28 | 97 | 93 | 0.0% |
| Q1 2022 | 314 | $30.1B | 602,048,013 | 41 | 106 | 74 | 0.0% |
| Q4 2021 | 312 | $8.3B | 156,973,906 | 41 | 100 | 67 | 0.0% |
| Q3 2021 | 256 | $12.4B | 256,242,568 | 27 | 86 | 65 | 0.0% |
| Q2 2021 | 253 | $12.1B | 248,226,686 | 35 | 76 | 79 | 0.0% |
| Q1 2021 | 234 | $8.7B | 195,992,120 | 20 | 80 | 76 | 0.0% |
| Q4 2020 | 230 | $8.3B | 197,003,607 | 27 | 74 | 62 | 0.0% |
| Q3 2020 | 213 | $7.9B | 205,550,024 | 26 | 68 | 60 | 0.0% |
| Q2 2020 | 206 | $3.7B | 103,363,871 | 46 | 70 | 57 | 0.0% |
| Q1 2020 | 185 | $2.9B | 95,405,479 | 29 | 51 | 67 | 0.0% |
| Q4 2019 | 189 | $3.7B | 101,393,735 | 31 | 53 | 40 | 0.0% |
| Q3 2019 | 157 | $831.8M | 24,807,235 | 23 | 51 | 34 | 0.0% |
| Q2 2019 | 140 | $10.5B | 318,229,357 | 13 | 41 | 45 | 0.0% |
| Q1 2019 | 148 | $10.4B | 323,960,569 | 22 | 44 | 40 | 0.0% |
| Q4 2018 | 141 | $762.0M | 27,344,291 | 5 | 3 | 5 | 0.0% |