13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SPHQ

INVESCO EXCHANGE TRADED FD T

869 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V241·Exchange Traded Fund·869 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$8.9B
visible holders
Holders
869
filers reporting
Concentration
13.89%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

869 institutions reported SPHQ in Q2 2026. LPL Financial LLC leads at 13.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$1.2B13.8M0.28%Q2 202602
FMR LLC
CIK 0000315066
$843M9.4M0.04%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$822M9.1M0.17%Q2 202604
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$664M7.4M8.72%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$607M6.7M0.14%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$524M5.8M0.08%Q2 202607
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$523M5.9M0.87%Q2 202608
MORGAN STANLEY
CIK 0000895421
$516M5.7M0.03%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$451M5.0M0.03%Q2 202610
Heritage Wealth Advisors
CIK 0001591122
$449M5.0M15.40%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$403M4.5M0.11%Q2 202612
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$310M3.4M2.32%Q2 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$258M3.0M0.10%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$244M2.7M0.29%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$229M2.5M0.12%Q2 202616
ROYAL BANK OF CANADA
CIK 0001000275
$201M2.2M0.03%Q2 202617
Bank of New York Mellon Corp
CIK 0001390777
$178M2.0M0.03%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$177M2.0M0.36%Q2 202619
SFMG, LLC
CIK 0001512026
$154M1.7M9.28%Q2 202620
UBS Group AG
CIK 0001610520
$151M1.7M0.02%Q2 2026
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