INVESCO S&P 500 QUALITY ETF SPHQ
$87.87
-1.2% 52w: $68.22 – $90.10
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data68.2279.1690.10
Jun 20, 2025 Jul 2, 2026
Institutional holders
744
+32 QoQ
13F value
$10.59B
+5.4% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$699K calls / — puts
Institutional value by quarter
Number of holders
Who owns SPHQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 12.2M | $914.8M | 0.2% | +2.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 8.8M | $663.4M | 0.2% | +2.6% |
| FMR LLC | Long only active | 7.9M | $591.9M | 0.0% | +36.4% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 7.4M | $552.7M | 8.1% | -17.5% |
| MORGAN STANLEY | Bank broker | 5.7M | $426.7M | 0.0% | +1.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 5.5M | $415.8M | 0.9% | -30.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.0M | $373.6M | 0.1% | +3.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.9M | $367.9M | 0.0% | -0.7% |
| Heritage Wealth Advisors | Wealth advisor | 4.7M | $352.5M | 13.8% | +8884.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.2M | $315.4M | 0.1% | -4.0% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 3.3M | $249.8M | 2.1% | -0.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.5M | $187.7M | 0.3% | -0.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.5M | $182.9M | 0.1% | +15.9% |
| ROYAL BANK OF CANADA | Bank broker | 2.2M | $164.3M | 0.0% | -16.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.1M | $157.3M | 0.1% | -9.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.0M | $150.3M | 0.0% | +3.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.0M | $147.1M | 0.0% | -30.2% |
| SFMG, LLC | Wealth advisor | 1.7M | $126.8M | 8.7% | +1.1% |
| UBS Group AG | Bank broker | 1.6M | $120.2M | 0.0% | -5.4% |
| First Command Advisory Services, Inc. | Wealth advisor | 1.4M | $107.7M | 0.7% | -2.0% |
| Equitable Holdings, Inc. | Wealth advisor | 1.4M | $107.4M | 0.7% | +9.3% |
| NorthCoast Asset Management LLC | Other | 1.4M | $101.5M | 2.4% | +34.7% |
| Madison Asset Management, LLC | Other | 1.3M | $96.4M | 1.2% | -5.9% |
| Cetera Investment Advisers | Wealth advisor | 1.2M | $92.6M | 0.1% | -0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.1M | $80.4M | 0.1% | -0.2% |
| Independent Advisor Alliance | Wealth advisor | 1.1M | $79.6M | 0.9% | New |
| Independence Asset Advisors, LLC | Wealth advisor | 982.3K | $73.9M | 26.7% | New |
| Alvarez & Marsal Private Wealth Partners, LLC | Wealth advisor | 956.6K | $71.9M | 10.1% | +23.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 934.9K | $70.3M | 0.1% | +7.9% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 900.8K | $67.7M | 0.0% | -7.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 823.1K | $61.9M | 0.2% | -8.9% |
| Evensky & Katz LLC | Wealth advisor | 775.1K | $58.3M | 3.3% | +0.2% |
| Tulsa Wealth Advisors, INC | Wealth advisor | 752.8K | $56.6M | 9.9% | New |
| Compass Ion Advisors, LLC | Wealth advisor | 745.5K | $56.1M | 5.3% | +0.6% |
| Paragon Capital Management Ltd | Wealth advisor | 719.0K | $54.1M | 11.4% | -1.8% |
| Perennial Investment Advisors, LLC | Wealth advisor | 695.7K | $52.3M | 4.2% | -1.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 663.0K | $49.9M | 0.1% | +0.8% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 632.0K | $47.5M | 0.0% | +221655.4% |
| Demars Financial Group, LLC | Wealth advisor | 623.7K | $46.9M | 15.4% | -2.5% |
| Mariner, LLC | Diversified mechanical | 594.7K | $44.7M | 0.1% | +76.9% |
| JPMORGAN CHASE & CO | Bank broker | 598.2K | $43.9M | 0.0% | +11.5% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 548.9K | $41.3M | 0.2% | -2.3% |
| Alpine Bank Wealth Management | Wealth advisor | 535.5K | $40.3M | 5.9% | -3.5% |
| Milestone Investment Advisors LLC | Wealth advisor | 528.1K | $39.7M | 9.6% | +0.4% |
| Family Investment Center, Inc. | Wealth advisor | 520.8K | $39.2M | 7.5% | -16.5% |
| UNION SAVINGS BANK | Other | 488.2K | $36.7M | 16.1% | +1.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 455.1K | $34.2M | 0.1% | +363.1% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 454.6K | $34.2M | 0.4% | -29.1% |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 447.0K | $33.5M | 1.6% | -0.5% |
| WEALTH MANAGEMENT RESOURCES, INC. | Wealth advisor | 438.4K | $33.0M | 11.5% | -0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.