DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SPHQ

INVESCO EXCHANGE TRADED FD T

807 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V241·Exchange Traded Fund·807 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$6.8B
visible holders
Holders
807
filers reporting
Concentration
13.48%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

807 institutions reported SPHQ in Q1 2026. LPL Financial LLC leads at 13.5% 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
$915M12.2M0.24%Q1 2026
02
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$664M7.4M8.72%Q2 2026
03
AMERIPRISE FINANCIAL INC
CIK 0000820027
$663M8.8M0.15%Q1 2026
04
FMR LLC
CIK 0000315066
$592M7.9M0.03%Q1 2026
05
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$523M5.9M0.87%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$427M5.7M0.03%Q1 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$374M5.0M0.07%Q1 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$368M4.9M0.03%Q1 2026
09
Heritage Wealth Advisors
CIK 0001591122
$353M4.7M13.77%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$315M4.2M0.10%Q1 2026
11
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$250M3.3M2.12%Q1 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$188M2.5M0.27%Q1 2026
13
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$183M2.5M0.09%Q1 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$164M2.2M0.03%Q1 2026
15
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$157M2.1M0.10%Q1 2026
16
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$150M2.0M0.04%Q1 2026
17
Bank of New York Mellon Corp
CIK 0001390777
$147M2.0M0.03%Q1 2026
18
SFMG, LLC
CIK 0001512026
$127M1.7M8.59%Q1 2026
19
UBS Group AG
CIK 0001610520
$120M1.6M0.02%Q1 2026
20
First Command Advisory Services, Inc.
CIK 0001727336
$108M1.4M0.73%Q1 2026
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