Who Owns Invesco Tr Water Res ETF (PHO)? -- Institutional Holders (2026-06-30)
401 institutions reported holding $814.5M of Invesco Tr Water Res ETF (PHO) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($110.5M), MORGAN STANLEY ($90.1M), LPL Financial LLC ($55.6M), 1832 Asset Management L.P. ($41.9M), Perigon Wealth Management, LLC ($33.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $110.5M | 1.6M | Added |
| 2 | MORGAN STANLEY | $90.1M | 1.3M | Trimmed |
| 3 | LPL Financial LLC | $55.6M | 804,161 | Trimmed |
| 4 | 1832 Asset Management L.P. | $41.9M | 606,065 | Added |
| 5 | Perigon Wealth Management, LLC | $33.0M | 477,462 | Added |
| 6 | Atria Investments, Inc | $31.7M | 458,767 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $24.0M | 346,907 | Trimmed |
| 8 | Royal Bank of Canada | $22.3M | 323,310 | Trimmed |
| 9 | UBS Group AG | $20.9M | 302,906 | Trimmed |
| 10 | PNC Financial Services Group, Inc. | $19.9M | 287,435 | Trimmed |
| 11 | Cetera Investment Advisers | $13.8M | 199,876 | Trimmed |
| 12 | WELLS FARGO & COMPANY/MN | $13.3M | 192,918 | Trimmed |
| 13 | SNS Financial Group, LLC | $12.8M | 185,547 | New |
| 14 | Prism Advisors, Inc. | $12.4M | 179,122 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $11.5M | 166,194 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 156,103 | Trimmed |
| 17 | BLAIR WILLIAM & CO/IL | $10.0M | 144,533 | Added |
| 18 | AMERIPRISE FINANCIAL INC | $8.5M | 123,674 | Added |
| 19 | Hamilton Wealth, LLC | $8.3M | 119,988 | Trimmed |
| 20 | D.A. DAVIDSON & CO. | $6.9M | 99,888 | Added |
| 21 | WealthSpring Partners, LLC | $6.9M | 99,343 | Added |
| 22 | Sage Capital Management, LLC | $6.7M | 96,853 | Trimmed |
| 23 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $5.9M | 84,073 | Trimmed |
| 24 | ALLSTREET CAPITAL ADVISORS LLC | $5.3M | 77,391 | Added |
| 25 | STIFEL FINANCIAL CORP | $5.3M | 77,121 | Added |
Source: SEC Form 13F filings · as of 2026-06-30