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Disclosery

SPHB INVESCO EXCH TRADED FD TR II

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S&P 500 HB ETF (fund)

137 managers (139 13F filers) reported a position in SPHB shares at 2026-03-31, 3,301,982 shares in all. 32 filers opened a position and 21 filers sold out during the quarter.

Managers
137
13F filers
139
New
32
Added
46
Reduced
33
Sold out
21
Shares held by filers
3,301,982

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC725,504$84.1M0.01%+15,50213F-HRTimelineGroup
LPL Financial LLC238,640$27.7M0.01%+16,80013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY223,568$25.9M<0.01%+17,69713F-HRTimelineGroup
Axiom Financial Strategies, LLC212,453$24.6M8.67%+82,38313F-HRTimeline
NewEdge Advisors, LLC141,161$16.4M0.06%+141,10913F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN118,176$13.7M<0.01%-263,47313F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC110,055$12.8M0.01%+27,23513F-HRTimelineGroup
UBS Group AGin group UBS Group AG92,801$10.8M<0.01%+21,28713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/77,638$9M<0.01%-26,33913F-HRTimelineGroup
Proficio Capital Partners LLC73,718$8.55M0.46%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,240$8.49M<0.01%-10,02713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,561$8.18M<0.01%+2,98313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,747$7.46M<0.01%+35,63213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS60,419$7.01M<0.01%-50,01013F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC53,427$6.19M0.09%new13F-HRTimelineGroup
Fortis Group Advisors, LLC43,564$5.86M0.97%+8,82613F-HRTimeline
BNB Wealth Management, LLC41,704$4.84M3.1%+6,59013F-HRTimeline
Csenge Advisory Group35,467$4.11M0.19%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,545$4.01M<0.01%-156,20313F-HR/ATimelineGroup
PFG Advisors32,845$3.81M0.19%-84,42113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding31,487$3.65M+8,045Timeline
Hutchens & Kramer Investment Management…31,156$3.61M1.14%+26,04413F-HRTimeline
FLOW TRADERS U.S. LLC30,572$3.54M0.11%new13F-HRTimeline
Cetera Investment Advisers29,595$3.43M<0.01%+6,80613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,329$3.4M<0.01%+7,74213F-HRTimelineGroup
Winter & Associates, Inc.28,852$3.39M2.97%+8,11513F-HRTimeline
NTV Asset Management LLC27,251$3.16M0.35%-2,56613F-HRTimeline
Ayalon Insurance Comp Ltd.26,951$3.12M0.64%+93013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,871$2.99M<0.01%-23,14013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC22,648$2.63M0.01%-1,10413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,438$2.6M<0.01%+1,28513F-HRTimelineGroup
GTS SECURITIES LLC22,150$2.57M0.09%new13F-HRTimeline
SIG BROKERAGE, LP20,000$2.32M0.66%013F-HRTimeline
ABOUND FINANCIAL, LLC17,895$2.07M0.91%-15613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,641$2.05M<0.01%+53513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,021$1.97M<0.01%+3,52113F-HRTimelineGroup
Commonwealth Financial Services, LLC16,012$1.86M0.29%new13F-HRTimeline
Creative Planningin group Creative Planning15,384$1.78M<0.01%+18113F-HRTimelineGroup
E&G Advisors, LLC14,465$1.68M0.37%-10013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,504$1.58M0.01%+11,37613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,473$1.56M0.14%+5,78813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,686$1.47M0.01%-6213F-HRTimelineGroup
D.A. DAVIDSON & CO.10,138$1.18M0.01%-8413F-HRTimeline
Cambridge Investment Research Advisors,…9,887$1.15M<0.01%-2,09713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,925$1.03M<0.01%-6,00513F-HRTimelineGroup
Sowell Financial Services LLC8,805$1.02M0.04%-5513F-HRTimeline
Nova Wealth Management, Inc.8,730$1.01M0.66%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC8,669$1.01M<0.01%+10413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding8,625$1M+92Timeline
Sequent Asset Management, LLC8,613$999K0.48%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,954$922K<0.01%+2,95013F-HRTimelineGroup
&PARTNERS6,596$917K<0.01%+4,53313F-HRTimeline
TRUE Private Wealth Advisors7,690$892K0.09%-1,21313F-HRTimeline
Hyundai Investments Co., Ltd.7,601$846K0.95%+4,66913F-HRTimeline
Seros Financial, LLC6,507$754K0.48%-2,71313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC6,417$744K0.15%new13F-HRTimeline
HRT FINANCIAL LP6,056$702K<0.01%new13F-HRTimeline
Advyzon Investment Management, LLC5,670$657K0.06%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,541$642K0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,533$642K0.01%013F-HRTimelineGroup
Legacy Financial Strategies, LLC5,500$638K0.12%013F-HRTimeline
Koshinski Asset Management, Inc.5,172$600K0.04%013F-HRTimeline
Weaver Consulting Group5,129$595K0.14%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,765$553K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC4,676$542K<0.01%new13F-HRTimeline
Plotkin Financial Advisors, LLC4,436$514K0.26%-21413F-HRTimeline
Gateway Wealth Partners, LLC4,312$500K0.02%+1,84613F-HRTimeline
Private Advisor Group, LLC4,180$485K<0.01%+5513F-HRTimeline
ADAPT WEALTH ADVISORS, LLC4,055$470K0.17%+23113F-HRTimeline
Savvy Advisors, Inc.4,045$469K0.01%new13F-HRTimeline
One Wealth Management Investment & Advi…4,042$469K0.56%-8513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,034$468K0.17%+113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,812$442K<0.01%-4413F-HRTimelineGroup
New England Professional Planning Group…3,611$419K0.17%+713F-HRTimeline
Fingerlakes Wealth Management, Inc.3,562$413K0.27%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,511$407K0.01%new13F-HRTimelineGroup
Quadcap Wealth Management, LLC3,480$404K0.05%-1,39013F-HRTimeline
Financial Partners Group, Inc3,432$398K0.05%new13F-HRTimeline
Avant Capital LLC3,388$393K0.28%-24813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,244$376K<0.01%+14013F-HRTimeline
REICON WEALTH ADVISORS, LLC3,137$364K0.28%-56913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …3,135$364K<0.01%-42313F-HRTimelineGroup
RCS Financial Planning, LLC3,117$361K0.19%new13F-HRTimeline
Janney Montgomery Scott LLC3,017$350K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,948$342K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC2,848$330K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,756$320K<0.01%+1,11013F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO2,650$307K0.08%013F-HRTimeline
IHT Wealth Management, LLC2,619$304K0.01%-1113F-HRTimeline
Midwest Financial Network, LLC2,459$285K0.23%new13F-HRTimeline
XML Financial, LLC2,454$285K0.02%-62213F-HRTimeline
Betterment LLC2,369$275K<0.01%+31613F-HRTimeline
Advisory Services Network, LLC2,316$269K<0.01%-10013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,304$267K<0.01%013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC2,256$262K0.03%-1,66013F-HRTimeline
Valued Retirements, Inc.2,170$252K0.25%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,168$251K<0.01%-50013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,108$244K<0.01%+1,97113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,025$235K0.01%+2513F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,935$226K<0.01%new13F-HRTimeline
HighTower Advisors, LLC1,920$223K<0.01%+9913F-HRTimeline
Belpointe Asset Management LLC1,837$213K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,180$137K0.04%-3613F-HRTimeline
Allworth Financial LP1,133$131K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.999$116K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc985$114K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/951$110K<0.01%+92713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…914$106K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…841$97.5K<0.01%+113F-HRTimelineGroup
Parallel Advisors, LLC840$97.4K<0.01%013F-HR/ATimeline
TD Waterhouse Canada Inc.796$93.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.750$87K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC748$86.8K0.05%-13113F-HRTimeline
Belvedere Trading LLC527$61.1K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…470$55.1K<0.01%+5013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…403$46.7K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC328$45K0.01%+10013F-HRTimeline
Delos Wealth Advisors, LLC388$45K0.03%013F-HRTimeline
Archer Investment Corp364$42.2K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC351$40.7K0.03%+113F-HRTimeline
Founders Financial Alliance, LLC287$33.3K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC182$21.1K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC181$21K0.01%013F-HRTimeline
AE Wealth Management LLC177$20.5K<0.01%013F-HRTimeline
Arax Advisory Partners150$17.4K<0.01%013F-HRTimeline
Triumph Capital Management100$11.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$11.6K<0.01%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…97$11.2K0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC58$6.72K<0.01%+813F-HRTimeline
Sunbelt Securities, Inc.54$6.26K<0.01%013F-HRTimeline
Main Street Group, LTD40$4.64K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC25$2.9K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…22$2.55K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC20$2.32K<0.01%-413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8$928<0.01%013F-HRTimelineGroup
SHP Wealth Management8$928<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…0$14<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.