INVESCO EXCHANGE TRADED FD T (SPHQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
798
Reporting holders
$13.8B
Reported value
0.0%
Held as options
+78
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 |
|---|---|---|---|---|---|
| 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 | -48.3%-$767.7M |
| 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 | -41.5%-$371.5M |
| 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 |
| JPMORGAN CHASE & CO | $76.6M | 862,123 | 0.00% | 18q | +44.1%+$23.4M |
| Wealth Enhancement Trust Services, Inc. | $71.5M | 868,062 | 4.23% | 3q | +102.9%+$36.3M |
| 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 |
| Corient Private Wealth LP | $59.3M | 657,910 | 0.04% | 15q | +91.3%+$28.3M |
| 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 |
| 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 |
| 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 |
| 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 |
| Merit Financial Group, LLC | $18.7M | 207,806 | 0.06% | 18q | +98.6%+$9.3M |
| 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 |
| 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 |
| Quantinno Capital Management LP | $15.7M | 174,606 | 0.02% | 6q | +12.2%+$1.7M |
| KEYBANK NATIONAL ASSOCIATION/OH | $15.6M | 173,436 | 0.05% | 24q | +336.4%+$12.0M |
| Cerity Partners LLC | $15.4M | 170,547 | 0.02% | 13q | +8.4%+$1.2M |
| Sanctuary Advisors, LLC | $15.3M | 169,479 | 0.07% | 9q | +40.9%+$4.4M |
Showing the largest 100 of 824 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 | 798 | $13.8B | 153,082,842 | 118 | 274 | 193 | 0.0% |
| Q1 2026 | 720 | $11.5B | 152,475,638 | 68 | 235 | 199 | 0.0% |
| Q4 2025 | 687 | $9.9B | 131,721,866 | 44 | 223 | 196 | 0.0% |
| Q3 2025 | 653 | $9.8B | 133,367,765 | 60 | 231 | 180 | 0.0% |
| Q2 2025 | 640 | $9.3B | 130,249,336 | 87 | 237 | 160 | 0.0% |
| Q1 2025 | 594 | $7.5B | 112,841,706 | 68 | 230 | 142 | 0.0% |
| Q4 2024 | 577 | $8.6B | 128,112,731 | 52 | 208 | 124 | 0.0% |
| Q3 2024 | 512 | $8.2B | 121,750,829 | 58 | 190 | 124 | 0.0% |
| Q2 2024 | 474 | $7.3B | 115,565,290 | 51 | 167 | 119 | 0.0% |
| Q1 2024 | 443 | $6.1B | 101,596,266 | 57 | 149 | 124 | 0.0% |
| Q4 2023 | 411 | $4.7B | 86,793,529 | 45 | 136 | 113 | 0.0% |
| Q3 2023 | 373 | $3.9B | 77,802,907 | 37 | 130 | 101 | 0.0% |
| Q2 2023 | 347 | $3.7B | 74,270,574 | 47 | 112 | 96 | 0.0% |
| Q1 2023 | 316 | $3.2B | 68,462,123 | 37 | 99 | 91 | 0.0% |
| Q4 2022 | 289 | $2.1B | 47,763,116 | 38 | 93 | 77 | 0.0% |
| Q3 2022 | 305 | $1.9B | 48,323,223 | 24 | 92 | 98 | 0.0% |
| Q2 2022 | 308 | $2.1B | 48,748,958 | 28 | 97 | 92 | 0.0% |
| Q1 2022 | 316 | $2.4B | 47,276,276 | 41 | 106 | 73 | 0.0% |
| Q4 2021 | 314 | $2.1B | 38,763,594 | 41 | 101 | 67 | 0.0% |
| Q3 2021 | 257 | $1.6B | 33,846,582 | 27 | 86 | 65 | 0.0% |
| Q2 2021 | 254 | $1.5B | 29,953,573 | 35 | 76 | 79 | 0.0% |
| Q1 2021 | 237 | $1.3B | 29,981,008 | 21 | 81 | 76 | 0.0% |
| Q4 2020 | 231 | $1.3B | 30,162,011 | 27 | 74 | 62 | 0.0% |
| Q3 2020 | 213 | $1.1B | 29,344,406 | 26 | 67 | 61 | 0.0% |
| Q2 2020 | 206 | $1.0B | 28,691,618 | 46 | 69 | 57 | 0.0% |
| Q1 2020 | 186 | $731.1M | 24,520,108 | 30 | 51 | 67 | 0.0% |
| Q4 2019 | 189 | $1.0B | 27,637,565 | 31 | 53 | 40 | 0.0% |
| Q3 2019 | 157 | $749.3M | 22,347,697 | 23 | 51 | 34 | 0.0% |
| Q2 2019 | 140 | $719.9M | 21,655,228 | 13 | 41 | 45 | 0.0% |
| Q1 2019 | 148 | $715.7M | 22,267,564 | 22 | 44 | 40 | 0.0% |
| Q4 2018 | 141 | $681.0M | 24,432,206 | 5 | 3 | 5 | 0.0% |