HolderBook

INVESCO EXCHANGE TRADED FD T (SPGP)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

294
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+6
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

FilerValueShares Their book Held Change
MORGAN STANLEY$210.0M1,717,2810.01%33q-7.1%-$15.9M
LPL Financial LLC$130.0M1,063,2640.03%31q-11.4%-$16.8M
RAYMOND JAMES FINANCIAL INC$81.6M667,4570.02%7q-8.5%-$7.6M
BANK OF AMERICA CORP /DE/$79.3M648,3680.01%31q-8.2%-$7.1M
FIFTH THIRD BANCORP$45.3M370,6980.07%21q-9.9%-$5.0M
HOWARD FINANCIAL SERVICES, LTD.$40.1M327,9254.00%16q-3.8%-$1.6M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31.6M258,0310.02%17q-30.1%-$13.6M
Campbell Deegan Wealth Management, LLC$24.2M197,67417.14%7q+2.1%+$504.8K
COMMONWEALTH EQUITY SERVICES, LLC$22.3M182,0530.03%31q-4.4%-$1.0M
Coastal Bridge Advisors, LLC$19.9M162,5941.23%5q-3.2%-$653.6K
GOLDMAN SACHS GROUP INC$18.5M151,5540.00%9q+111.2%+$9.8M
JONES FINANCIAL COMPANIES LLLP$17.4M143,2880.01%10q+6.8%+$1.1M
OSAIC HOLDINGS, INC.$16.8M137,3690.02%26q-2.7%-$470.3K
Creative Planning$16.5M134,9090.01%16q-11.2%-$2.1M
UBS Group AG$15.3M125,2870.00%26q-23.9%-$4.8M
ROYAL BANK OF CANADA$14.8M120,8010.00%31q-32.7%-$7.2M
Darrow Company, Inc.$13.9M113,9255.40%11qHELD
WESCAP Management Group, Inc.$13.9M113,7772.60%26q-5.3%-$785.7K
Longview Financial Advisors, Inc.$13.9M113,5188.12%11q+3.5%+$466.9K
Cetera Investment Advisers$13.5M110,7370.01%16q-7.1%-$1.0M
FLAGSHIP HARBOR ADVISORS, LLC$13.5M110,1580.52%17q+5.0%+$644.5K
Modern Wealth Management, LLC$13.4M109,2040.16%8q-1.2%-$157.5K
WELLS FARGO & COMPANY/MN$12.3M100,9810.00%30q-53.5%-$14.2M
Cedar Wealth Management, LLC$12.3M100,8363.17%26q-17.9%-$2.7M
HighTower Advisors, LLC$11.2M91,9860.01%22q-3.1%-$354.8K
Retirement Planning Group, LLC$10.0M81,4840.25%15q-10.1%-$1.1M
Elevation Capital Advisory, LLC$9.8M80,1623.78%8q+83.6%+$4.5M
ENVESTNET ASSET MANAGEMENT INC$9.6M78,8710.00%28q-5.0%-$512.6K
Global Retirement Partners, LLC$8.7M70,9450.13%16q-20.7%-$2.3M
1900 WEALTH MANAGEMENT LLC$8.6M69,9660.48%23qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.3M66,9550.01%12q-3.3%-$287.6K
Private Advisor Group, LLC$7.4M60,7000.03%20q+1.1%+$81.9K
&PARTNERS$7.3M59,4150.03%4q+1.8%+$125.9K
Mariner, LLC$6.9M56,3220.01%20q+3.6%+$236.8K
TRUIST FINANCIAL CORP$6.7M54,9440.01%16q-4.9%-$349.1K
Johnson & White Wealth Management, LLC$6.1M50,2712.30%14q+2.7%+$163.1K
D.A. DAVIDSON & CO.$6.1M49,5250.03%29q+0.9%+$52.3K
Alhambra Investment Management LLC$5.7M46,5532.48%10q-4.9%-$296.3K
Sovran Advisors, LLC$5.1M40,7110.38%7q+8.8%+$413.1K
Cerity Partners LLC$4.9M40,0510.01%5q-0.9%-$42.9K
KESTRA PRIVATE WEALTH SERVICES, LLC$4.8M39,2160.05%12q+7.2%+$322.8K
BNP PARIBAS FINANCIAL MARKETS$4.8M38,9170.00%5q-75.7%-$14.8M
Allworth Financial LP$4.6M37,6030.02%16q+7.7%+$327.7K
Perennial Investment Advisors, LLC$4.5M36,7090.30%21q-37.7%-$2.7M
JPMORGAN CHASE & CO$4.5M36,6420.00%22q-6.6%-$315.3K
MML INVESTORS SERVICES, LLC$4.5M36,4890.01%17q+39.2%+$1.3M
Hudock, Inc.$4.4M36,3500.57%11q+1.6%+$71.2K
FIRST UNITED BANK & TRUST$4.4M36,0391.27%14q-0.7%-$30.9K
Pathstone Holdings, LLC$4.4M35,9150.01%2q+23.5%+$835.7K
AMERIPRISE FINANCIAL INC$4.3M35,4960.00%31q-57.3%-$5.8M
Grange Capital, LLC$4.3M35,0633.95%7q-64.8%-$7.9M
Eagle Strategies LLC$4.2M34,6830.42%16q-2.5%-$108.0K
Marble Wealth, LLC$4.2M33,9550.64%3q-1.5%-$62.9K
Perigon Wealth Management, LLC$4.0M32,7600.06%15q-8.7%-$380.6K
Principle Wealth Partners LLC$3.9M32,1500.19%14q-2.9%-$118.1K
CITADEL ADVISORS LLC$3.9M31,8920.00%14q-21.5%-$1.1M
OPPENHEIMER & CO INC$3.4M28,1730.04%15q-3.9%-$138.4K
COZAD ASSET MANAGEMENT INC$3.4M27,9090.22%17q-17.8%-$737.4K
NewEdge Advisors, LLC$3.4M27,7900.01%27q+174.2%+$2.2M
Equitable Holdings, Inc.$3.2M26,3920.02%21q-13.2%-$489.8K
TWO SIGMA INVESTMENTS, LP$3.2M26,0990.00%newNEW
NWAM LLC$3.2M26,0690.16%8q-9.0%-$314.2K
Kestra Advisory Services, LLC$3.2M26,0460.01%24q-5.6%-$188.1K
INTEGRITY ALLIANCE, LLC.$3.1M25,6120.10%4q+5.1%+$152.6K
PERRYMAN FINANCIAL ADVISORY INC /AD$3.0M24,2490.39%3q-15.6%-$548.6K
Breakwater Capital Group$3.0M24,1470.35%15q-6.2%-$196.6K
BEACON FINANCIAL PLANNING, INC$2.9M24,0281.00%13q-9.1%-$292.4K
Marks Group Wealth Management, Inc$2.9M23,8920.25%15qHELD
GC Wealth Management RIA, LLC$2.9M23,7990.17%11q-17.1%-$599.6K
Pine Harbor Wealth Management, LLC$2.9M23,6460.77%11q-9.6%-$307.2K
Kovack Advisors, Inc.$2.9M23,4320.14%3q+4.8%+$131.6K
Wealthcare Advisory Partners LLC$2.7M22,4340.05%31q+1.9%+$52.2K
Bluespring Wealth Management, LLC$2.6M20,9600.05%newNEW
MERCER GLOBAL ADVISORS INC /ADV$2.6M20,9120.00%6q+121.5%+$1.4M
GENESIS PRIVATE WEALTH, LLC$2.5M20,8430.72%7q-9.7%-$274.7K
Arkadios Wealth Advisors$2.4M19,9210.04%4q-13.8%-$391.6K
Milestone Investment Advisors LLC$2.4M19,8570.52%15q-5.5%-$141.9K
Finward Bancorp$2.4M19,7891.84%7q-29.3%-$1.0M
TRANSCEND CAPITAL ADVISORS, LLC$2.2M17,8960.15%12qHELD
Baron Financial Group, LLC$2.2M17,7751.04%14q-4.3%-$97.8K
TME FINANCIAL, INC.$2.2M17,5961.33%7q-12.8%-$316.0K
Fifth Third Securities, Inc.$2.1M17,3750.12%14q+1.5%+$30.5K
Hilltop Holdings Inc.$2.1M17,2530.16%12q-6.1%-$136.6K
Farther Finance Advisors, LLC$2.0M16,3030.02%8qHELD
Redhawk Wealth Advisors, Inc.$2.0M15,9840.19%10q-2.7%-$53.7K
Ring Mountain Capital, LLC$1.9M15,6220.80%7q+2.3%+$42.4K
Visionary Wealth Advisors$1.9M15,5460.08%14q+1.9%+$35.6K
World Investment Advisors$1.9M17,3620.03%18qHELD
HighPoint Advisor Group LLC$1.8M14,9260.06%3qHELD
Quantinno Capital Management LP$1.7M14,1670.00%6qHELD
EDMOND DE ROTHSCHILD HOLDING S.A.$1.7M13,8800.02%12qHELD
Jump Financial, LLC$1.6M13,2750.01%3q-75.6%-$5.0M
Spectrum Wealth Advisory Group, LLC$1.6M13,2510.46%29q-1.8%-$29.2K
Waverly Advisors, LLC$1.5M12,5030.01%7q+10.8%+$149.3K
NWF Advisory Services Inc.$1.5M12,4590.14%5q-20.6%-$395.0K
Inspire Advisors, LLC$1.5M12,4220.11%13q-4.2%-$67.3K
Financial Alternatives, Inc$1.5M12,3010.74%15qHELD
Brookstone Capital Management$1.5M11,9370.01%9q+22.3%+$266.5K
Planned Solutions, Inc.$1.4M11,6580.41%16q-8.7%-$135.9K
WealthTrak Capital Management LLC$1.4M11,6120.93%7q+1.9%+$26.9K

Showing the largest 100 of 305 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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026294$1.3B10,331,02620571270.0%
Q1 2026288$1.2B11,544,47717621110.0%
Q4 2025310$1.4B12,659,18229601260.0%
Q3 2025294$1.6B13,770,51322631240.0%
Q2 2025299$1.7B15,492,12820611600.0%
Q1 2025302$1.9B19,425,30217841360.0%
Q4 2024318$2.5B23,607,36516711300.0%
Q3 2024305$2.6B24,763,21923841220.0%
Q2 2024320$3.1B29,828,397411111020.0%
Q1 2024301$4.2B39,322,48355127710.0%
Q4 2023265$3.4B34,333,91536128530.0%
Q3 2023227$2.2B24,645,67841111490.0%
Q2 2023199$2.0B21,960,1663395390.1%
Q1 2023178$1.7B20,222,9175872260.0%
Q4 2022130$1.1B13,827,2802358190.0%
Q3 2022141$750.2M10,019,8283361200.0%
Q2 2022116$523.4M6,568,8383344210.0%
Q1 202297$464.1M5,107,9831736310.0%
Q4 202193$485.3M5,023,1671136230.0%
Q3 202181$345.3M3,971,9711925180.0%
Q2 202165$338.3M3,857,3581522170.0%
Q1 202155$151.4M1,852,667817180.0%
Q4 202055$171.7M2,374,688812160.0%
Q3 202048$60.1M1,009,12749240.0%
Q2 202056$65.2M1,185,250913220.0%
Q1 202056$96.7M2,181,9121315210.0%
Q4 201963$268.8M4,259,9551821140.0%
Q3 201944$138.1M2,447,09379180.0%
Q2 201945$152.2M2,709,838101990.0%
Q1 201942$197.6M3,703,34291790.0%
Q4 201840$169.5M3,703,2052110.0%