ERTHINVESCO EXCHANGE TRADED FD T
CUSIP 46137V407 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (ERTH) has 85 institutional holders in Filings Flow’s 13F database, together reporting 629.9K shares worth $30M as of Q1 2026. The largest reported holders are Ubs Group AG, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
85
Q1 2026
Reported Value
$30M
Ticker
ERTH
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Millstone Evans Group, LLC$167M AUM | 0.11% | $187,274 | 4.0K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 0.10% | $943,862 | 19.9K | Q1 2026 |
| WHI TRUST Co LLC$133M AUM | 0.07% | $87,331 | 1.8K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.04% | $54,264 | 1.2K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.04% | $106,107 | 2.2K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $214,751 | 4.5K | Q3 2025OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.03% | $69,345 | 1.5K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 28.0K | Q2 2025OLDER |
| HOERTKORN RICHARD CHARLES$122M AUM | 0.02% | $21,240 | 448 | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.02% | $202,095 | 4.2K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $359,976 | 8.5K | Q2 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $47,411 | 1.0K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $729,316 | 15.4K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.01% | $41,248 | 870 | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $270,193 | 5.7K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $362,778 | 7.7K | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.01% | $168,595 | 3.6K | Q1 2026 |
| Piscataqua Savings Bank$148M AUM | 0.01% | $9,482 | 200 | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $44,092 | 930 | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.00% | $18,584 | 390 | Q4 2025OLDER |
| Legend Financial Advisors, Inc.$155M AUM | 0.00% | $7,052 | 166 | Q2 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $532,428 | 11.2K | Q1 2026 |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $144,118 | 3.4K | Q2 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $10,520 | 223 | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $17,735 | 376 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $44,668 | 937 | Q3 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $4,585 | 97 | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $29,917 | 631 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $16,182 | 340 | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $7,666 | 161 | Q1 2026 |
| McMillan Office, Inc.$782M AUM | 0.00% | $11,616 | 245 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $61,919 | 1.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 29.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $333,336 | 7.0K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $16,387 | 345 | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $207,623 | 4.4K | Q4 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $13,228 | 279 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $20,959 | 442 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $344,263 | 7.3K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $48,313 | 1.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $564,193 | 11.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 95.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $399,025 | 8.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $392,087 | 8.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $20,244 | 427 | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $4,530 | 96 | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $23,231 | 490 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $371,614 | 7.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $25,365 | 535 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 29.1K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $4,741 | 100 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $5,452 | 115 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $232,707 | 4.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $183,542 | 3.9K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $291,898 | 6.2K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 21.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 28.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 66.4K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $6,794 | 144 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $35,881 | 753 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 39.7K | Q1 2026 |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.00% | $474 | 10 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,707 | 36 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 65.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $354,388 | 7.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $40,300 | 850 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $18,064 | 381 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 22.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $367,145 | 7.7K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $245,839 | 5.2K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,754 | 37 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11,097 | 233 | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $2,750 | 58 | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $613 | 13 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,322 | 50 | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $212 | 5 | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $30,361 | 640 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $4,765 | 100 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $330,072 | 7.0K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $14,602 | 308 | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $14,676 | 308 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $318,807 | 6.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $224,018 | 4.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $363,265 | 7.7K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $426 | 9 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $54,035 | 1.1K | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $7,870 | 166 | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $3,000 | 69 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $14,295 | 300 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $62,773 | 1.3K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $948 | 20 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,328 | 28 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $27,830 | 587 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $242,522 | 5.3K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $4,759 | 100 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $13,424 | 316 | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,677 | 35 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $71,197 | 1.5K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $142 | 3 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $474 | 10 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.