INVESCO EXCHANGE TRADED FD T (PHO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
362
Reporting holders
$809.0M
Reported value
0.2%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $110.5M | 1,600,010 | 0.01% | 31q | +2.2%+$2.4M |
| MORGAN STANLEY | $90.1M | 1,304,435 | 0.00% | 33q | -1.4%-$1.2M |
| LPL Financial LLC | $55.6M | 804,161 | 0.01% | 31q | -3.8%-$2.2M |
| 1832 Asset Management L.P. | $41.9M | 606,065 | 0.02% | 23q | +7.7%+$3.0M |
| Perigon Wealth Management, LLC | $33.0M | 477,462 | 0.52% | 3q | +11.8%+$3.5M |
| Atria Investments, Inc | $31.7M | 458,767 | 0.32% | 3q | +29.6%+$7.2M |
| RAYMOND JAMES FINANCIAL INC | $24.0M | 346,907 | 0.01% | 7q | -17.4%-$5.0M |
| ROYAL BANK OF CANADA | $22.3M | 323,310 | 0.00% | 31q | -3.6%-$837.3K |
| UBS Group AG | $20.9M | 302,906 | 0.00% | 31q | -54.6%-$25.2M |
| PNC Financial Services Group, Inc. | $19.9M | 287,435 | 0.01% | 31q | -2.6%-$540.4K |
| Cetera Investment Advisers | $13.8M | 199,876 | 0.01% | 23q | -9.9%-$1.5M |
| WELLS FARGO & COMPANY/MN | $13.3M | 192,918 | 0.00% | 31q | -53.0%-$15.0M |
| Bluespring Wealth Management, LLC | $12.8M | 185,547 | 0.25% | new | NEW |
| Prism Advisors, Inc. | $12.4M | 179,122 | 3.01% | 12q | -3.9%-$504.7K |
| OSAIC HOLDINGS, INC. | $11.5M | 166,194 | 0.01% | 26q | +3.2%+$358.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 156,103 | 0.01% | 31q | -4.9%-$557.5K |
| BLAIR WILLIAM & CO/IL | $10.0M | 144,533 | 0.03% | 31q | +1.7%+$171.5K |
| AMERIPRISE FINANCIAL INC | $8.5M | 123,674 | 0.00% | 31q | +5.3%+$430.6K |
| Hamilton Wealth, LLC | $8.3M | 119,988 | 1.52% | 31q | -51.4%-$8.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $7.0M | 101,010 | 0.00% | 19q | +104.1%+$3.6M |
| D.A. DAVIDSON & CO. | $6.9M | 99,888 | 0.04% | 31q | +42.5%+$2.1M |
| WealthSpring Partners, LLC | $6.9M | 99,343 | 5.90% | 3q | +2.7%+$183.5K |
| Sage Capital Management, LLC | $6.7M | 96,853 | 2.61% | 11q | HELD |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $5.9M | 84,073 | 1.20% | 31q | -11.4%-$759.4K |
| ALLSTREET CAPITAL ADVISORS LLC | $5.3M | 77,391 | 3.48% | 3q | HELD |
| STIFEL FINANCIAL CORP | $5.3M | 77,121 | 0.00% | 31q | +4.4%+$225.5K |
| Kestra Advisory Services, LLC | $5.3M | 76,069 | 0.02% | 24q | -10.3%-$605.6K |
| Conservest Capital Advisors, Inc. | $4.8M | 70,056 | 0.38% | 31q | +2.4%+$113.0K |
| Creative Planning | $4.5M | 64,890 | 0.00% | 31q | -0.9%-$41.6K |
| Focus Partners Wealth | $4.4M | 64,178 | 0.00% | 10q | +32.0%+$1.1M |
| Coppell Advisory Solutions LLC | $4.4M | 104 | 0.36% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $4.2M | 60,160 | 0.00% | 16q | +7.2%+$281.3K |
| Raab & Moskowitz Asset Management LLC | $4.0M | 57,388 | 0.80% | 31q | -0.6%-$25.4K |
| IFP Advisors, Inc | $3.9M | 56,740 | 0.07% | 32q | +1.2%+$44.9K |
| Cerity Partners LLC | $3.8M | 55,621 | 0.00% | 19q | -4.3%-$174.5K |
| Beacon Pointe Advisors, LLC | $3.7M | 53,879 | 0.02% | 12q | +3.6%+$129.5K |
| BNP PARIBAS FINANCIAL MARKETS | $3.6M | 52,081 | 0.00% | 2q | +27.7%+$779.8K |
| Linscomb Wealth, Inc. | $3.5M | 51,008 | 0.15% | 31q | -12.7%-$511.2K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $3.5M | 50,405 | 0.05% | 24q | HELD |
| SCOTIA CAPITAL INC. | $3.4M | 48,790 | 0.01% | 31q | -1.2%-$41.9K |
| COMMERCE BANK | $3.3M | 47,762 | 0.01% | 31q | -14.4%-$556.8K |
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 41,846 | 0.00% | 23q | +15.2%+$382.3K |
| Corient Private Wealth LP | $2.9M | 41,873 | 0.00% | 14q | +117.6%+$1.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.9M | 41,731 | 0.00% | 31q | +5.1%+$140.6K |
| HighTower Advisors, LLC | $2.8M | 41,026 | 0.00% | 31q | -20.2%-$716.6K |
| Integrated Wealth Concepts LLC | $2.7M | 38,727 | 0.01% | 19q | +186.1%+$1.7M |
| JPMORGAN CHASE & CO | $2.4M | 34,975 | 0.00% | 31q | -1.1%-$26.3K |
| FMR LLC | $2.4M | 34,127 | 0.00% | 31q | +4.5%+$100.4K |
| Verity Asset Management, Inc. | $2.3M | 33,126 | 0.87% | 30q | +1.2%+$27.4K |
| Chicago Partners Investment Group LLC | $2.2M | 31,985 | 0.04% | 31q | HELD |
| Rockingstone Advisors LLC | $2.2M | 31,209 | 0.87% | 15q | HELD |
| SeaCrest Wealth Management, LLC | $2.1M | 29,875 | 0.23% | 22q | +81.1%+$923.9K |
| O'ROURKE & COMPANY, Inc | $2.0M | 29,574 | 0.71% | 19q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1.9M | 28,117 | 0.09% | 31q | +3.1%+$59.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 11,908 | 0.00% | 31q | +110.9%+$984.7K |
| Rockefeller Capital Management L.P. | $1.9M | 26,991 | 0.00% | 28q | -9.0%-$183.6K |
| Hilltop Holdings Inc. | $1.8M | 26,150 | 0.14% | 31q | HELD |
| Curbstone Financial Management Corp | $1.8M | 26,150 | 0.31% | 31q | -2.1%-$38.0K |
| Bravias Capital Group, LLC | $1.8M | 26,018 | 1.07% | 7q | +3.1%+$53.6K |
| CAPTRUST FINANCIAL ADVISORS | $1.8M | 25,617 | 0.00% | 31q | +8.2%+$133.4K |
| Trust Co | $1.7M | 25,075 | 0.16% | 7q | HELD |
| MML INVESTORS SERVICES, LLC | $1.7M | 24,558 | 0.00% | 22q | +32.0%+$411.5K |
| GUARDIAN CAPITAL LP | $1.7M | 23,900 | 0.04% | 4q | +2.6%+$41.4K |
| IHT Wealth Management, LLC | $1.6M | 22,896 | 0.03% | 20q | +162.5%+$979.1K |
| OPPENHEIMER & CO INC | $1.6M | 22,829 | 0.02% | 31q | +23.2%+$296.7K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.6M | 22,823 | 0.30% | 9q | -10.4%-$182.3K |
| J.W. COLE ADVISORS, INC. | $1.5M | 22,033 | 0.03% | 19q | -14.9%-$266.9K |
| CITADEL ADVISORS LLC | $1.5M | 10,704 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.5M | 21,751 | 0.01% | 31q | -8.9%-$145.9K |
| Private Advisor Group, LLC | $1.4M | 20,407 | 0.01% | 30q | -27.8%-$543.4K |
| PFG Investments, LLC | $1.4M | 20,238 | 0.05% | 14q | -0.7%-$9.7K |
| Bond & Devick Financial Network, Inc. | $1.4M | 20,232 | 0.34% | 15q | HELD |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $1.4M | 20,190 | 0.02% | 7q | HELD |
| Summit Financial, LLC | $1.3M | 19,234 | 0.01% | 9q | +4.8%+$61.3K |
| WEATHERLY ASSET MANAGEMENT L. P. | $1.3M | 18,972 | 0.09% | 31q | HELD |
| BlackRock, Inc. | $1.3M | 18,606 | 0.00% | 7q | -0.6%-$8.4K |
| CIBC Bancorp USA Inc. | $1.3M | 18,459 | 0.00% | 2q | HELD |
| MUSTICO FINANCIAL GROUP, INC. | $1.3M | 18,583 | 0.83% | 5q | +6.7%+$79.6K |
| NewEdge Advisors, LLC | $1.3M | 18,276 | 0.00% | 17q | +9.9%+$113.7K |
| Composition Wealth, LLC | $1.3M | 18,148 | 0.01% | 31q | +0.8%+$9.9K |
| Secure Asset Management, LLC | $1.1M | 16,542 | 0.16% | 9q | HELD |
| American Institute for Advanced Investment Management, LLP | $1.1M | 16,330 | 0.65% | 17q | -0.7%-$7.6K |
| GLENMEDE TRUST CO NA | $1.1M | 16,255 | 0.00% | 29q | HELD |
| ROBERTS GLORE & CO INC /IL/ | $1.1M | 16,159 | 0.28% | 24q | HELD |
| Fox Hill Wealth Management | $1.1M | 16,105 | 0.45% | 11q | -0.8%-$8.6K |
| Gouws Capital LLC | $1.1M | 16,000 | 0.51% | 19q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $1.1M | 16,193 | 0.19% | 11q | HELD |
| Spire Wealth Management | $1.1M | 15,385 | 0.03% | 22q | HELD |
| Dynamic Advisor Solutions LLC | $1.1M | 15,291 | 0.03% | 14q | -5.0%-$56.0K |
| Mariner, LLC | $1.0M | 15,063 | 0.00% | 31q | +3.3%+$33.0K |
| Glen Eagle Advisors, LLC | $1.0M | 14,800 | 0.13% | 33q | -3.2%-$34.3K |
| MAI Capital Management | $1.0M | 14,727 | 0.00% | 8q | +12.9%+$116.5K |
| AlphaCore Capital LLC | $977.0K | 14,143 | 0.02% | 6q | +831.7%+$872.1K |
| FSM Wealth Advisors, LLC | $967.6K | 14,007 | 0.10% | 5q | HELD |
| EQUITABLE TRUST CO | $963.1K | 13,942 | 0.04% | 25q | HELD |
| Arkadios Wealth Advisors | $959.7K | 13,892 | 0.01% | 5q | HELD |
| OneDigital Investment Advisors LLC | $953.3K | 13,799 | 0.01% | 26q | +1.7%+$15.6K |
| WHITTIER TRUST CO OF NEVADA INC | $919.2K | 13,250 | 0.02% | 31q | HELD |
| Wealthcare Advisory Partners LLC | $890.7K | 12,894 | 0.02% | 22q | -8.8%-$85.5K |
| Cresset Asset Management, LLC | $885.2K | 12,814 | 0.00% | 13q | -5.5%-$51.9K |
Showing the largest 100 of 380 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 362 | $809.0M | 11,684,191 | 37 | 81 | 87 | 0.2% |
| Q1 2026 | 347 | $825.6M | 12,311,523 | 19 | 80 | 88 | 0.3% |
| Q4 2025 | 362 | $832.0M | 11,584,863 | 29 | 74 | 91 | 0.1% |
| Q3 2025 | 364 | $844.0M | 11,692,437 | 19 | 82 | 81 | 0.1% |
| Q2 2025 | 369 | $836.2M | 11,929,384 | 37 | 77 | 97 | 0.2% |
| Q1 2025 | 347 | $761.4M | 11,727,919 | 23 | 71 | 89 | 0.6% |
| Q4 2024 | 357 | $764.2M | 11,486,088 | 25 | 70 | 85 | 0.8% |
| Q3 2024 | 358 | $800.3M | 11,284,603 | 38 | 70 | 76 | 0.6% |
| Q2 2024 | 333 | $700.0M | 10,746,597 | 25 | 71 | 74 | 0.3% |
| Q1 2024 | 327 | $871.8M | 13,080,465 | 28 | 65 | 86 | 0.2% |
| Q4 2023 | 320 | $720.0M | 11,795,260 | 37 | 54 | 92 | 0.3% |
| Q3 2023 | 283 | $559.8M | 10,408,129 | 17 | 70 | 67 | 1.1% |
| Q2 2023 | 287 | $583.7M | 10,223,085 | 22 | 61 | 76 | 1.3% |
| Q1 2023 | 281 | $544.7M | 10,116,759 | 33 | 60 | 68 | 0.9% |
| Q4 2022 | 254 | $486.7M | 9,235,014 | 34 | 52 | 61 | 2.1% |
| Q3 2022 | 292 | $503.6M | 10,900,440 | 25 | 62 | 70 | 0.9% |
| Q2 2022 | 295 | $521.1M | 11,255,984 | 32 | 70 | 68 | 0.1% |
| Q1 2022 | 297 | $601.7M | 11,329,168 | 16 | 68 | 63 | 0.1% |
| Q4 2021 | 340 | $717.7M | 11,797,845 | 47 | 82 | 65 | 0.1% |
| Q3 2021 | 302 | $604.8M | 11,019,328 | 48 | 93 | 37 | 0.2% |
| Q2 2021 | 269 | $518.0M | 9,949,547 | 30 | 76 | 37 | 0.2% |
| Q1 2021 | 251 | $469.7M | 9,749,797 | 37 | 53 | 47 | 0.2% |
| Q4 2020 | 232 | $426.2M | 9,145,276 | 26 | 49 | 39 | 0.2% |
| Q3 2020 | 203 | $353.0M | 8,861,900 | 18 | 29 | 44 | 0.2% |
| Q2 2020 | 197 | $317.0M | 8,692,375 | 15 | 34 | 48 | 0.1% |
| Q1 2020 | 203 | $280.9M | 8,936,093 | 23 | 38 | 51 | 0.1% |
| Q4 2019 | 211 | $340.9M | 8,792,742 | 24 | 48 | 32 | 0.2% |
| Q3 2019 | 188 | $299.8M | 8,171,941 | 16 | 50 | 36 | 0.0% |
| Q2 2019 | 186 | $299.5M | 8,388,137 | 29 | 44 | 21 | 0.0% |
| Q1 2019 | 185 | $316.5M | 9,381,867 | 27 | 20 | 43 | 0.0% |
| Q4 2018 | 166 | $210.3M | 7,444,006 | 3 | 3 | 1 | 0.1% |