INVESCO S&P 500 QUALITY ETF (SPHQ) Institutional Shareholders
INVESCO S&P 500 QUALITY ETF (SPHQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $11.37B in SPHQ holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPHQ tracked by InsiderSet, reporting ownership valued at approximately $914.75M in its March 31, 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 $1.04B, representing an estimated gain of +13.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed SPHQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cliftonlarsonallen Wealth Advisors, 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
769
Total Reported Value
$11.37B
Largest Holder
Lpl Financial Llc
Largest Position
$914.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.24% | 12,165,867 | $914,751,428 | $1,035,801,916 | +$121,050,488 | +13.23% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 8.72% | 7,364,726 | $663,561,786 | $627,032,772 | -$36,529,014 | -5.50% | |
| Ameriprise Financial Inc | 0.15% | 8,820,059 | $663,439,228 | $750,939,823 | +$87,500,595 | +13.19% | |
| Envestnet Asset Management Inc | 0.14% | 6,731,769 | $606,532,375 | $573,142,813 | -$33,389,562 | -5.50% | |
| Fmr Llc | 0.03% | 7,871,710 | $591,873,872 | $670,197,389 | +$78,323,517 | +13.23% | |
| Wealth Enhancement Advisory Services, Llc | 0.88% | 5,948,776 | $522,534,615 | $506,478,789 | -$16,055,826 | -3.07% | |
| Morgan Stanley | 0.03% | 5,674,448 | $426,661,888 | $483,122,503 | +$56,460,615 | +13.23% | |
| Wells Fargo & Company/Mn | 0.07% | 4,968,780 | $373,602,564 | $423,041,929 | +$49,439,365 | +13.23% | |
| Bank Of America Corp | 0.03% | 4,893,236 | $367,922,435 | $416,610,113 | +$48,687,678 | +13.23% | |
| Heritage Wealth Advisors | 13.77% | 4,688,734 | $352,545,906 | $399,198,813 | +$46,652,907 | +13.23% | |
| Raymond James Financial Inc | 0.10% | 4,194,950 | $315,413,398 | $357,158,043 | +$41,744,645 | +13.23% | |
| Vantagepoint Investment Advisers Llc | 2.12% | 3,321,664 | $249,755,916 | $282,806,473 | +$33,050,557 | +13.23% | |
| Osaic Holdings, Inc. | 0.27% | 2,495,846 | $187,689,839 | $212,496,328 | +$24,806,489 | +13.22% | |
| Jones Financial Companies Lllp | 0.09% | 2,467,657 | $182,878,005 | $210,096,317 | +$27,218,312 | +14.88% | |
| Royal Bank Of Canada | 0.03% | 2,184,539 | $164,255,000 | $185,991,650 | +$21,736,650 | +13.23% | |
| Northwestern Mutual Wealth Management Co | 0.10% | 2,091,421 | $157,253,933 | $178,063,584 | +$20,809,651 | +13.23% | |
| Bank Of New York Mellon Corp | 0.03% | 1,956,052 | $147,075,546 | $166,538,267 | +$19,462,721 | +13.23% | |
| Sfmg, Llc | 8.69% | 1,686,924 | $126,839,822 | $143,624,709 | +$16,784,887 | +13.23% | |
| Ubs Group Ag | 0.02% | 1,598,715 | $120,207,381 | $136,114,595 | +$15,907,214 | +13.23% | |
| First Command Advisory Services, Inc. | 0.73% | 1,432,231 | $107,689,503 | $121,940,147 | +$14,250,644 | +13.23% | |
| Equitable Holdings, Inc. | 0.69% | 1,431,340 | $107,422,084 | $121,864,288 | +$14,442,204 | +13.44% | |
| Northcoast Asset Management Llc | 2.35% | 1,350,198 | $101,521,447 | $114,955,858 | +$13,434,411 | +13.23% | |
| Commonwealth Equity Services, Llc | 0.12% | 1,081,551 | $97,447,777 | $92,083,252 | -$5,364,525 | -5.51% | |
| Madison Asset Management, Llc | 1.20% | 1,282,365 | $96,421,031 | $109,180,556 | +$12,759,525 | +13.23% | |
| Cetera Investment Advisers | 0.10% | 1,231,815 | $92,620,164 | $104,876,729 | +$12,256,565 | +13.23% | |
| Independence Asset Advisors, Llc | 23.06% | 982,557 | $88,528,405 | $83,654,903 | -$4,873,502 | -5.51% | |
| Independent Advisor Alliance | 0.85% | 1,059,017 | $79,627,503 | $90,164,707 | +$10,537,204 | +13.23% | |
| Alvarez & Marsal Private Wealth Partners, Llc | 10.10% | 956,589 | $71,925,960 | $81,443,987 | +$9,518,027 | +13.23% | |
| Stifel Financial Corp | 0.06% | 934,862 | $70,292,653 | $79,594,151 | +$9,301,498 | +13.23% | |
| Pnc Financial Services Group, Inc. | 0.04% | 886,222 | $66,635,040 | $75,452,941 | +$8,817,901 | +13.23% | |
| Demars Financial Group, Llc | 18.32% | 733,638 | $66,100,765 | $62,461,939 | -$3,638,826 | -5.50% | |
| Paragon Capital Management Ltd | 11.92% | 698,569 | $62,941,085 | $59,476,165 | -$3,464,920 | -5.51% | |
| Mml Investors Services, Llc | 0.17% | 823,056 | $61,885,570 | $70,074,988 | +$8,189,418 | +13.23% | |
| Tulsa Wealth Advisors, Inc | 9.92% | 752,841 | $56,606,084 | $64,096,883 | +$7,490,799 | +13.23% | |
| Compass Ion Advisors, Llc | 5.34% | 745,478 | $56,052,486 | $63,469,997 | +$7,417,511 | +13.23% | |
| Perennial Investment Advisors, Llc | 4.18% | 695,729 | $52,313,750 | $59,234,367 | +$6,920,617 | +13.23% | |
| Rockefeller Capital Management L.P. | 0.09% | 663,024 | $49,852,839 | $56,449,863 | +$6,597,024 | +13.23% | |
| Family Investment Center, Inc. | 8.01% | 535,311 | $48,231,483 | $45,576,379 | -$2,655,104 | -5.50% | |
| Bnp Paribas Financial Markets | 0.03% | 632,003 | $47,520,306 | $53,808,735 | +$6,288,429 | +13.23% | |
| Mariner, Llc | 0.05% | 594,702 | $44,715,627 | $50,632,928 | +$5,917,301 | +13.23% | |
| Private Advisor Group, Llc | 0.20% | 494,162 | $44,524,044 | $42,072,953 | -$2,451,091 | -5.51% | |
| Union Savings Bank | 17.80% | 491,653 | $44,297,774 | $41,859,336 | -$2,438,438 | -5.50% | |
| Wealth Management Resources, Inc. | 13.31% | 478,990 | $43,157,017 | $40,781,209 | -$2,375,808 | -5.51% | |
| Sequoia Financial Advisors | 0.21% | 468,394 | $42,202,325 | $39,879,065 | -$2,323,260 | -5.51% | |
| Truist Financial Corp | 0.05% | 467,672 | $42,137,291 | $39,817,594 | -$2,319,697 | -5.51% | |
| Sax Wealth Advisors, Llc | 1.66% | 542,051 | $40,756,783 | $46,150,222 | +$5,393,439 | +13.23% | |
| Alpine Bank Wealth Management | 5.85% | 535,503 | $40,264,471 | $45,592,725 | +$5,328,254 | +13.23% | |
| Milestone Investment Advisors Llc | 9.59% | 528,118 | $39,709,161 | $44,963,967 | +$5,254,806 | +13.23% | |
| Kestra Advisory Services, Llc | 0.12% | 415,333 | $37,421,529 | $35,361,452 | -$2,060,077 | -5.51% | |
| Clearview Wealth Management Llc | 23.34% | 402,989 | $36,309,283 | $34,310,483 | -$1,998,800 | -5.50% |
Frequently asked questions about SPHQ
Who owns the most SPHQ stock?
The largest holders of SPHQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 QUALITY ETF (SPHQ).
Is SPHQ widely held by superinvestors?
Many widely followed stocks like SPHQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPHQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.