13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SPHQ

INVESCO EXCHANGE TRADED FUND T

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

CUSIP 46137v241·772 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.9%
vs prior quarter
13F value held
$6.6B
63.0% inst. owned
of float
Holders
772
+1 QoQ
filers reporting
Activity
+32 / −46
+970 added · −773 reduced
this quarter
Concentration
13.93%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

772 institutions reported SPHQ in Q1 2026. LPL Financial LLC leads at 13.9% of the visible book. +1 net new institutions vs prior quarter — accumulation reading.

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 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$663M8.8M0.15%Q1 202603
FMR LLC
CIK 0000315066
$592M7.9M0.03%Q1 202604
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$553M7.4M8.09%Q1 202605
MORGAN STANLEY
CIK 0000895421
$427M5.7M0.03%Q1 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$416M5.5M0.85%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$374M5.0M0.07%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$368M4.9M0.03%Q1 202609
Heritage Wealth Advisors
CIK 0001591122
$353M4.7M13.77%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$315M4.2M0.10%Q1 202611
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$250M3.3M2.12%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$188M2.5M0.27%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$183M2.5M0.09%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$164M2.2M0.03%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$157M2.1M0.10%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$150M2.0M0.04%Q1 202617
Bank of New York Mellon Corp
CIK 0001390777
$147M2.0M0.03%Q1 202618
SFMG, LLC
CIK 0001512026
$127M1.7M8.59%Q1 202619
UBS Group AG
CIK 0001610520
$120M1.6M0.02%Q1 202620
First Command Advisory Services, Inc.
CIK 0001727336
$108M1.4M0.73%Q1 2026
Page 1 of 39
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