SPHQ Institutional Ownership & Shareholders
INVESCO S&P 500 QUALITY ETF (SPHQ) is currently held by 815 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.36B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPHQ tracked by InsiderSet, reporting ownership valued at approximately $1.24B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.14B, representing an estimated loss of -7.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed SPHQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Fmr Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 QUALITY ETF (SPHQ).
This page ranks the largest institutional SPHQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
815
Total Reported Value
$13.36B
Largest Holder
Lpl Financial Llc
Largest Position
$1.24B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.28% | 13,784,927 | $1,242,021,810 | $1,143,735,393 | -$98,286,417 | -7.91% | |
| Fmr Llc | 0.04% | 9,352,203 | $842,633,496 | $775,952,283 | -$66,681,213 | -7.91% | |
| Ameriprise Financial Inc | 0.17% | 9,120,665 | $821,917,033 | $756,741,575 | -$65,175,458 | -7.93% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 8.48% | 7,724,643 | $649,487,972 | $640,913,630 | -$8,574,342 | -1.32% | |
| Envestnet Asset Management Inc | 0.14% | 6,731,769 | $606,532,375 | $558,534,874 | -$47,997,501 | -7.91% | |
| Wealth Enhancement Advisory Services, Llc | 0.80% | 6,273,230 | $534,764,388 | $520,489,893 | -$14,274,495 | -2.67% | |
| Wells Fargo & Company/Mn | 0.09% | 5,814,302 | $523,868,634 | $482,412,637 | -$41,455,997 | -7.91% | |
| Morgan Stanley | 0.03% | 5,727,578 | $516,054,963 | $475,217,147 | -$40,837,816 | -7.91% | |
| Bank Of America Corp | 0.03% | 5,003,440 | $450,809,945 | $415,135,417 | -$35,674,528 | -7.91% | |
| Heritage Wealth Advisors | 15.40% | 4,978,794 | $448,589,366 | $413,090,538 | -$35,498,828 | -7.91% | |
| Raymond James Financial Inc | 0.11% | 4,476,309 | $403,315,453 | $371,399,358 | -$31,916,095 | -7.91% | |
| Vantagepoint Investment Advisers Llc | 2.03% | 3,203,395 | $269,341,452 | $265,785,683 | -$3,555,769 | -1.32% | |
| Jones Financial Companies Lllp | 0.10% | 2,968,361 | $257,802,167 | $246,284,912 | -$11,517,255 | -4.47% | |
| Osaic Holdings, Inc. | 0.29% | 2,703,877 | $243,665,967 | $224,340,675 | -$19,325,292 | -7.93% | |
| Royal Bank Of Canada | 0.03% | 2,227,357 | $200,685,000 | $184,803,810 | -$15,881,190 | -7.91% | |
| Bank Of New York Mellon Corp | 0.03% | 1,971,842 | $177,662,947 | $163,603,731 | -$14,059,216 | -7.91% | |
| Mml Investors Services, Llc | 0.36% | 1,968,809 | $177,389,733 | $163,352,083 | -$14,037,650 | -7.91% | |
| Sfmg, Llc | 9.39% | 1,710,162 | $154,085,587 | $141,892,141 | -$12,193,446 | -7.91% | |
| Ubs Group Ag | 0.02% | 1,676,083 | $151,015,079 | $139,064,607 | -$11,950,472 | -7.91% | |
| Cetera Investment Advisers | 0.12% | 1,441,981 | $129,922,522 | $119,641,164 | -$10,281,358 | -7.91% | |
| Equitable Holdings, Inc. | 0.77% | 1,436,900 | $129,464,553 | $119,219,593 | -$10,244,960 | -7.91% | |
| Northcoast Asset Management Llc | 2.51% | 1,260,240 | $113,547,680 | $104,562,113 | -$8,985,567 | -7.91% | |
| First Command Advisory Services, Inc. | 0.61% | 1,146,360 | $103,264,193 | $95,113,489 | -$8,150,704 | -7.89% | |
| Commonwealth Equity Services, Llc | 0.12% | 1,099,973 | $92,485,711 | $91,264,760 | -$1,220,951 | -1.32% | |
| Stifel Financial Corp | 0.08% | 1,023,186 | $92,189,671 | $84,893,742 | -$7,295,929 | -7.91% | |
| Alvarez & Marsal Private Wealth Partners, Llc | 11.26% | 948,378 | $85,448,823 | $78,686,923 | -$6,761,900 | -7.91% | |
| Madison Asset Management, Llc | 1.01% | 936,702 | $84,396,842 | $77,718,165 | -$6,678,677 | -7.91% | |
| Independence Asset Advisors, Llc | 19.52% | 986,930 | $82,981,103 | $81,885,582 | -$1,095,521 | -1.32% | |
| Pnc Financial Services Group, Inc. | 0.04% | 867,931 | $78,200,568 | $72,012,235 | -$6,188,333 | -7.91% | |
| Jpmorgan Chase & Co | 0.00% | 862,123 | $76,556,592 | $71,530,345 | -$5,026,247 | -6.57% | |
| Kestra Advisory Services, Llc | 0.22% | 899,891 | $75,662,848 | $74,663,956 | -$998,892 | -1.32% | |
| Demars Financial Group, Llc | 17.06% | 776,231 | $65,265,483 | $64,403,886 | -$861,597 | -1.32% | |
| Compass Ion Advisors, Llc | 5.48% | 774,286 | $65,101,980 | $64,242,509 | -$859,471 | -1.32% | |
| Rockefeller Capital Management L.P. | 0.09% | 680,843 | $61,343,961 | $56,489,544 | -$4,854,417 | -7.91% | |
| Paragon Capital Management Ltd | 10.73% | 693,911 | $58,343,998 | $57,573,796 | -$770,202 | -1.32% | |
| Sax Wealth Advisors, Llc | 1.59% | 663,646 | $55,799,360 | $55,062,709 | -$736,651 | -1.32% | |
| Perennial Investment Advisors, Llc | 3.56% | 591,843 | $53,325,462 | $49,105,214 | -$4,220,248 | -7.91% | |
| Tulsa Wealth Advisors, Inc | 7.45% | 587,150 | $52,902,262 | $48,715,836 | -$4,186,427 | -7.91% | |
| Milestone Investment Advisors Llc | 10.40% | 533,994 | $48,112,839 | $44,305,482 | -$3,807,357 | -7.91% | |
| Private Advisor Group, Llc | 0.20% | 494,162 | $44,524,044 | $41,000,621 | -$3,523,423 | -7.91% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.60% | 475,171 | $42,812,981 | $39,424,938 | -$3,388,043 | -7.91% | |
| Sequoia Financial Advisors | 0.21% | 468,394 | $42,202,325 | $38,862,650 | -$3,339,675 | -7.91% | |
| Stratos Wealth Partners, Ltd. | 0.42% | 467,766 | $42,145,776 | $38,810,545 | -$3,335,231 | -7.91% | |
| Union Savings Bank | 16.61% | 494,027 | $41,537,622 | $40,989,420 | -$548,202 | -1.32% | |
| Wealth Management Resources, Inc. | 12.75% | 490,734 | $41,260,940 | $40,716,200 | -$544,740 | -1.32% | |
| Alpine Bank Wealth Management | 5.20% | 478,017 | $40,191,670 | $39,661,070 | -$530,600 | -1.32% | |
| Baird Financial Group, Inc. | 0.05% | 425,489 | $38,336,559 | $35,302,822 | -$3,033,737 | -7.91% | |
| Thrivent Financial For Lutherans | 0.06% | 387,541 | $34,918,000 | $32,154,277 | -$2,763,723 | -7.91% | |
| Fifth Third Bancorp | 0.06% | 386,618 | $34,834,282 | $32,077,695 | -$2,756,587 | -7.91% | |
| Jefferies Financial Group Inc. | 0.31% | 378,345 | $34,088,904 | $31,391,285 | -$2,697,619 | -7.91% |
Frequently asked questions about SPHQ
Who are the largest institutional holders of SPHQ?
The largest institutional holders of SPHQ reported in the latest SEC Form 13F filings include Lpl Financial Llc, Fmr Llc, Ameriprise Financial Inc, Cliftonlarsonallen Wealth Advisors, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported SPHQ position.
What is SPHQ institutional ownership?
This page tracks SPHQ positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 QUALITY ETF (SPHQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPHQ?
InsiderSet currently tracks 815 institutional managers reporting SPHQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPHQ shareholders.
How much SPHQ stock do institutions own?
Institutional investment managers disclosed approximately $13.36B in SPHQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPHQ institutional ownership last updated?
The latest SPHQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPHQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPHQ position after the reporting date.
Are institutions buying or selling SPHQ?
Institutional buying and selling can be analyzed by comparing SPHQ positions across consecutive 13F reporting periods. InsiderSet's SPHQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPHQ ownership changes.
How has SPHQ institutional ownership changed over time?
InsiderSet tracks SPHQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.