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Disclosery

SPHB INVESCO EXCH TRADED FD TR II

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S&P 500 HB ETF (fund)

169 managers (172 13F filers) reported a position in SPHB shares at 2026-06-30, 4,729,297 shares in all. 43 filers opened a position and 10 filers sold out during the quarter.

Managers
169
13F filers
172
New
43
Added
58
Reduced
42
Sold out
10
Shares held by filers
4,729,297

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC929,520$145M0.02%+204,01613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY271,143$42.2M<0.01%+47,57513F-HRTimelineGroup
LPL Financial LLC261,857$40.7M0.01%+23,21713F-HRTimeline
Cambridge Investment Research Advisors,…235,701$36.7M0.08%+225,81413F-HR/ATimeline
Proficio Capital Partners LLC234,468$36.5M1.31%+160,75013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN223,072$34.7M0.01%+104,89613F-HRTimelineGroup
Axiom Financial Strategies, LLC209,633$32.6M10.22%-2,82013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/198,596$30.9M<0.01%+120,95813F-HRTimelineGroup
NewEdge Advisors, LLC143,770$22.4M0.07%+2,60913F-HRTimeline
TRUE Private Wealth Advisors122,944$19.1M1.65%+115,25413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC102,271$15.9M0.01%-7,78413F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC99,662$15.5M0.14%+46,23513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,120$14.5M0.01%+30,37313F-HRTimelineGroup
UBS Group AGin group UBS Group AG86,804$13.5M<0.01%-5,99713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,949$12.8M<0.01%+11,38813F-HRTimelineGroup
Fortis Group Advisors, LLC77,235$12M1.92%+33,67113F-HRTimeline
BNB Wealth Management, LLC53,847$8.38M4.58%+12,14313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding52,007$8.09M+20,520Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,409$7.84M<0.01%-10,01013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,126$7.8M<0.01%+20,79713F-HRTimelineGroup
Winter & Associates, Inc.49,302$7.67M5.76%+20,45013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,042$7.47M<0.01%-25,19813F-HRTimelineGroup
Chicago Wealth Management, Inc.46,706$7.27M2.58%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd39,661$6.17M0.05%new13F-HRTimelineGroup
Csenge Advisory Group38,047$5.92M0.24%+2,58013F-HRTimeline
GTS SECURITIES LLC37,662$5.86M0.12%+15,51213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,427$5.67M<0.01%+1,88213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,954$5.35M<0.01%+8,08313F-HRTimelineGroup
Cetera Investment Advisers33,491$5.21M<0.01%+3,89613F-HRTimeline
Hutchens & Kramer Investment Management…32,356$5.03M1.35%+1,20013F-HRTimeline
MML INVESTORS SERVICES, LLC29,435$4.58M0.01%+6,78713F-HRTimeline
PFG Advisors29,242$4.55M0.23%-3,60313F-HRTimeline
Ayalon Insurance Comp Ltd.26,951$4.19M0.51%013F-HRTimeline
NTV Asset Management LLC26,301$4.09M0.4%-95013F-HRTimeline
Q3 Asset Management24,352$3.79M0.69%new13F-HRTimeline
FLOW TRADERS U.S. LLC23,642$3.68M0.15%-6,93013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,222$3.61M0.29%+9,74913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,525$3.35M0.01%+8,83913F-HRTimelineGroup
SIG BROKERAGE, LP20,000$3.11M0.5%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,483$2.88M<0.01%-3,95513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,100$2.82M<0.01%+1,07913F-HRTimelineGroup
ABOUND FINANCIAL, LLC17,791$2.77M1.1%-10413F-HRTimeline
Coppell Advisory Solutions LLC87$2.67M0.29%new13F-HRTimeline
Summit Financial, LLC17,152$2.67M0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,978$2.64M<0.01%-66313F-HRTimeline
Commonwealth Financial Services, LLC15,774$2.45M0.33%-23813F-HRTimeline
Creative Planningin group Creative Planning15,430$2.4M<0.01%+4613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,897$2.32M0.01%+1,39313F-HRTimelineGroup
E&G Advisors, LLC14,465$2.25M0.43%013F-HRTimeline
Visionary Horizons, LLC13,828$2.15M0.9%new13F-HRTimeline
Ramiah Investment Group13,747$2.14M1.63%new13F-HRTimeline
Private Advisor Group, LLC10,939$1.7M0.01%+6,75913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,378$1.61M0.04%+9,46413F-HRTimelineGroup
D.A. DAVIDSON & CO.10,088$1.57M0.01%-5013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.9,259$1.44M<0.01%+7,09113F-HRTimelineGroup
Sowell Financial Services LLC9,005$1.4M0.05%+20013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,942$1.39M<0.01%+1713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding8,735$1.36M+110Timeline
Sequent Asset Management, LLC8,613$1.34M0.57%013F-HRTimeline
HRT FINANCIAL LP8,228$1.28M<0.01%+2,17213F-HRTimeline
DAVENPORT & Co LLC7,696$1.2M0.01%new13F-HRTimeline
&PARTNERS8,281$1.19M<0.01%+1,68513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC6,868$1.07M0.18%+45113F-HRTimeline
Seros Financial, LLC6,007$935K0.49%-50013F-HRTimeline
Advyzon Investment Management, LLC5,810$904K0.07%+14013F-HRTimeline
Legacy Financial Strategies, LLC5,500$856K0.13%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,456$849K0.01%-8513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,449$848K0.02%-8413F-HRTimelineGroup
Integrated Wealth Concepts LLC5,408$841K<0.01%+73213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS5,344$832K0.08%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,189$807K<0.01%+2,24113F-HRTimelineGroup
Koshinski Asset Management, Inc.5,172$805K0.04%013F-HRTimeline
Midwest Financial Network, LLC5,049$785K0.54%+2,59013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,897$762K0.01%+1,38613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,869$758K<0.01%+10413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,829$751K0.01%new13F-HRTimelineGroup
Belvedere Trading LLC4,763$741K0.06%+4,23613F-HRTimeline
Optivise Advisory Services LLC4,763$741K0.38%new13F-HRTimeline
Plotkin Financial Advisors, LLC4,436$690K0.29%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding4,390$683K+1,255Timeline
Hyundai Investments Co., Ltd.4,341$665K0.72%-3,26013F-HRTimeline
OneDigital Investment Advisors LLC4,171$649K0.01%new13F-HRTimeline
Weaver Consulting Group4,129$642K0.13%-1,00013F-HRTimeline
Morrissey Wealth Management, LLC4,092$634K0.4%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,034$628K0.2%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,994$621K0.2%-6113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,966$617K<0.01%+15413F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,944$614K0.05%new13F-HRTimeline
RCS Financial Planning, LLC3,914$609K0.29%+79713F-HRTimeline
Financial Partners Group, Inc3,868$602K0.06%+43613F-HRTimeline
One Wealth Management Investment & Advi…3,791$590K0.62%-25113F-HRTimeline
New England Professional Planning Group…3,615$562K0.21%+413F-HRTimeline
Avant Capital LLC3,589$558K0.35%+20113F-HRTimeline
Quadcap Wealth Management, LLC3,438$535K0.05%-4213F-HRTimeline
HARBOUR INVESTMENTS, INC.3,344$520K0.01%+2,59413F-HRTimeline
REICON WEALTH ADVISORS, LLC3,315$516K0.32%+17813F-HRTimeline
FMR LLCin group FMR LLC3,181$495K<0.01%+42513F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.3,091$481K0.26%-47113F-HRTimeline
Goldstone Financial Group, LLC3,044$474K0.04%new13F-HRTimeline
Nova Wealth Management, Inc.2,850$443K0.24%-5,88013F-HRTimeline
Sanctuary Advisors, LLC2,848$443K<0.01%013F-HRTimeline
Modern Wealth Management, LLC2,677$417K<0.01%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,595$404K0.1%-5513F-HRTimeline
Janney Montgomery Scott LLC2,517$392K<0.01%-50013F-HRTimeline
XML Financial, LLC2,454$382K0.03%013F-HRTimeline
Grandview Asset Management LLC2,414$376K0.09%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,400$373K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC2,386$371K0.01%-23313F-HRTimeline
Atria Investments, Inc2,366$368K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC5,908$363K0.11%+4,72813F-HRTimeline
Advisory Services Network, LLC2,312$360K<0.01%-413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,304$358K<0.01%013F-HRTimelineGroup
Savant Capital, LLC2,398$357K<0.01%new13F-HRTimeline
Betterment LLC2,285$356K<0.01%-8413F-HRTimeline
Gateway Wealth Partners, LLC2,156$335K0.02%-2,15613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,000$311K0.01%-2513F-HRTimeline
Beacon Pointe Advisors, LLC1,961$305K<0.01%new13F-HRTimeline
HighTower Advisors, LLC1,918$298K<0.01%-213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,784$278K<0.01%-6,88513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC1,724$268K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.1,699$264K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,589$247K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,649$246K<0.01%-28613F-HRTimeline
Indivisible Partners1,526$237K0.01%new13F-HRTimeline
Aurora Private Wealth, Inc.1,520$236K0.15%new13F-HRTimeline
VestGen Advisors, LLC1,425$222K0.01%new13F-HRTimeline
Valued Retirements, Inc.1,400$218K0.2%-77013F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,375$214K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,365$212K<0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC1,356$211K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,305$203K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,300$202K<0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,300$202K0.01%new13F-HRTimeline
Allworth Financial LP1,133$176K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,126$175K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,009$157K<0.01%+2413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.999$155K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC840$131K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…812$126K<0.01%-2913F-HRTimelineGroup
TD Waterhouse Canada Inc.796$121K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC748$116K0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC726$113K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC526$81.8K<0.01%13F-HRTimeline
Continuum Advisory, LLC500$77.8K0.01%new13F-HRTimeline
AE Wealth Management LLC412$64.1K<0.01%+23513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…403$62.7K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC388$60.4K0.03%013F-HRTimeline
Archer Investment Corp364$56.6K0.01%013F-HR/ATimeline
SIMPLEX TRADING, LLC325$50.6K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.319$49.7K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…320$48.7K<0.01%-15013F-HRTimeline
Cornerstone Planning Group LLC327$47.4K0.01%-113F-HRTimeline
Founders Financial Alliance, LLC287$44.7K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$31.1K<0.01%+10013F-HRTimelineGroup
Aptus Capital Advisors, LLC182$28.3K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC181$28.2K0.01%013F-HRTimeline
IFG Advisory, LLC176$27.4K<0.01%new13F-HRTimeline
Arax Advisory Partners150$23.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/124$19.3K<0.01%-82713F-HRTimelineGroup
Oakmont Advisory Group, LLC122$19K0.02%new13F-HRTimeline
Triumph Capital Management100$15.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC52$8.09K<0.01%+3213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC50$7.78K<0.01%-813F-HRTimeline
LANARK FINANCIAL, INC.44$6.84K<0.01%new13F-HRTimeline
Main Street Group, LTD40$6.22K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC17$2.65K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10$1.56K<0.01%new13F-HRTimelineGroup
SHP Wealth Management8$1.25K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7$1.09K<0.01%-113F-HRTimelineGroup