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Disclosery

SPHD INVESCO EXCH TRADED FD TR II

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S&P500 HDL VOL (fund)

352 managers (359 13F filers) reported a position in SPHD shares at 2026-06-30, 21,505,832 shares in all. 42 filers opened a position and 31 filers sold out during the quarter.

Managers
352
13F filers
359
New
42
Added
130
Reduced
105
Sold out
31
Shares held by filers
21,505,832

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
First Heartland Consultants, Inc.7,495$381K0.02%013F-HRTimeline
Godfrey Financial Associates, Inc.7,400$376K0.29%-82413F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.7,300$371K<0.01%013F-HRTimelineGroup
Arta Finance Wealth Management LLC6,916$352K0.15%-213F-HRTimeline
SMITH, MOORE & CO.6,802$346K0.02%+1,11313F-HRTimeline
NCM Capital Management, LLC6,571$334K0.1%+113F-HRTimeline
Guardian Asset Advisors, LLC6,519$331K0.15%-51413F-HRTimeline
Sequoia Financial Advisors, LLC6,345$323K<0.01%new13F-HRTimeline
Advisory Services Network, LLC6,140$312K<0.01%+56613F-HRTimeline
Focus Financial Network, Inc.6,038$307K0.01%+9513F-HRTimeline
Haverford Trust Co6,000$305K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,862$298K0.01%-9413F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,854$298K0.01%+66513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,646$287K0.01%+6913F-HRTimelineGroup
Herold Advisors, Inc.5,675$287K0.06%-4013F-HRTimeline
Foundations Investment Advisors, LLC5,638$287K<0.01%+1,44613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,579$284K0.12%+1,37913F-HRTimeline
TD Waterhouse Canada Inc.5,421$278K<0.01%+7013F-HRTimeline
Symphony Financial, Ltd. Co.5,349$276K0.03%new13F-HRTimeline
KLCM Advisors, Inc.5,425$276K0.02%013F-HRTimeline
IHT Wealth Management, LLC5,297$269K0.01%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,227$266K<0.01%new13F-HRTimeline
Worth Financial Advisory Group, LLC5,222$265K0.11%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,173$263K<0.01%+60713F-HRTimelineGroup
Waterloo Capital, L.P.5,147$262K0.01%013F-HRTimeline
Mainsail Financial Group, LLC5,000$254K0.09%new13F-HRTimeline
Triton Wealth Management, PLLC4,904$253K0.08%+38913F-HRTimeline
Joseph P. Lucia & Associates, LLC4,965$252K0.08%-42013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,960$252K0.01%new13F-HRTimeline
Summit Financial, LLC4,957$252K<0.01%+4513F-HRTimeline
Capital Advisors Wealth Management, LLC4,956$252K0.03%013F-HRTimeline
Pacific Sun Financial Corp4,930$251K0.1%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,877$248K0.02%013F-HRTimelineGroup
Gateway Wealth Partners, LLC4,871$248K0.01%-4,85713F-HRTimeline
Bridgewealth Advisory Group, LLC4,800$244K0.05%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,655$237K<0.01%-88413F-HRTimelineGroup
TrustBankin group TrustBank4,590$233K0.08%013F-HRTimelineGroup
Arax Advisory Partners4,559$232K<0.01%+1,97713F-HRTimeline
Caldwell Trust Co4,553$231K0.02%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,507$229K<0.01%new13F-HRTimelineGroup
Maridea Wealth Management LLC4,510$229K0.02%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC4,340$221K0.03%013F-HRTimeline
Taylor Securities Services, Inc.4,330$220K0.09%013F-HRTimeline
Armbruster Capital Management, Inc.4,226$215K0.03%+5513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,219$214K0.01%+5513F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,180$213K0.1%+1613F-HRTimeline
Heritage Trust Co4,180$213K0.02%013F-HRTimeline
PDS Planning, Inc4,170$212K0.01%+1413F-HRTimeline
N.E.W. Advisory Services LLC4,083$208K0.01%+4413F-HRTimeline
Grant Private Wealth Management Inc4,054$206K0.09%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,897$205K0.06%-10,47013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,015$204K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.3,994$203K0.05%new13F-HRTimeline
Traynor Capital Management, Inc.3,937$200K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC3,632$185K<0.01%013F-HRTimeline
Copia Wealth Management3,211$163K0.1%-18913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,165$161K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc3,110$158K<0.01%+23513F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC2,878$148K0.02%13F-HRTimeline
Olistico Wealth, LLC2,804$143K0.06%013F-HRTimeline
VIMA LLC2,702$137K0.13%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.2,573$131K0.29%013F-HRTimeline
Crews Bank & Trust2,565$130K0.02%013F-HRTimeline
Oakmont Advisory Group, LLC2,502$127K0.11%new13F-HRTimeline
BLAIR WILLIAM & CO/IL2,335$119K<0.01%+1113F-HRTimeline
Provident Wealth Management, LLC2,151$109K0.03%-113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,127$108K<0.01%-1,07613F-HRTimeline
HHM Wealth Advisors, LLC2,065$105K0.01%013F-HRTimeline
TSFG, LLC2,000$102K0.01%013F-HRTimeline
IFS Advisors, LLC1,952$99.2K0.05%-12013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,892$96K<0.01%+1713F-HRTimelineGroup
Blue Trust, Inc.1,707$86.8K<0.01%+1,15913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,626$82.7K0.04%+1013F-HRTimeline
AE Wealth Management LLC1,490$75.8K<0.01%+52913F-HRTimeline
JFS WEALTH ADVISORS, LLC1,486$75.5K<0.01%new13F-HRTimeline
10Elms LLP1,450$73.7K0.03%+8713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,436$73K<0.01%-18413F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,412$72K0.01%-13613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,407$71.5K<0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC1,368$70K0.05%013F-HR/ATimeline
NFSG Corp1,271$64.6K0.01%-9813F-HRTimeline
Clearstead Advisors, LLC1,266$64.4K<0.01%+4513F-HRTimeline
Financial Perspectives, Inc1,226$62.3K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,215$61.8K<0.01%013F-HRTimeline
Tidemark, LLC1,207$61.4K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,036$52.7K<0.01%-1,57213F-HRTimelineGroup
Boreal Capital Management LLC1,000$50.8K0.04%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…991$50.4K0.02%+713F-HRTimeline
Robinswood Financial LLC942$47.9K0.01%013F-HRTimeline
AdvisorNet Financial, Inc936$47.6K<0.01%-25113F-HRTimeline
Sunrise Financial Services, LLC922$46.9K0.03%+31113F-HRTimeline
IMA Advisory Services, Inc.918$46.7K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…900$45.7K<0.01%013F-HRTimeline
Horizon Investments, LLC893$45.2K<0.01%-1,27313F-HRTimeline
Nalls Sherbakoff Group, LLC861$43.8K0.03%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.724$36.8K0.01%013F-HRTimeline
Founders Financial Alliance, LLC717$36.5K<0.01%+40013F-HRTimeline
HAZLETT, BURT & WATSON, INC.670$34K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC625$32K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV587$29.8K<0.01%+113F-HRTimeline
Institute for Wealth Management, LLC.578$29.4K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.560$28.5K<0.01%013F-HRTimeline
MCF Advisors LLC541$27.5K<0.01%013F-HRTimeline
Trust Co532$27.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC507$25.8K<0.01%+24213F-HRTimelineGroup
Luminist Capital LLC502$25.5K0.03%-55613F-HRTimeline
Archer Investment Corp450$22.9K<0.01%013F-HR/ATimeline
CITY HOLDING CO440$22.4K<0.01%+7013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…400$20.3K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC384$19.7K0.02%013F-HRTimeline
SHP Wealth Management337$17.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC315$16K<0.01%+413F-HRTimeline
Strategic Investment Solutions, Inc. /IL300$15.3K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC285$14.5K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC280$14.2K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…270$13.7K<0.01%-11913F-HRTimelineGroup
Key Financial Inc268$13.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC251$13.2K<0.01%+113F-HRTimeline
Wilkerson Advisory Group LLC220$11.2K<0.01%new13F-HRTimeline
Merrithew & Thorsten Inc226$11K0.01%+313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC215$10.9K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS200$10.2K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC196$9.98K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC181$9.2K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC165$8.41K<0.01%+1813F-HRTimelineGroup
Anchor Investment Management, LLC153$7.76K<0.01%+213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV150$7.63K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC104$5.3K<0.01%+113F-HRTimeline
Cape Investment Advisory, Inc.100$5.08K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC96$4.88K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.90$4.58K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.76$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Equity Partners, LLC59$3K<0.01%+113F-HRTimeline
KERR FINANCIAL PLANNING Corp58$2.93K<0.01%-2013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC53$2.69K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.53$2.68K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.52$2.64K<0.01%new13F-HRTimeline
Financial Life Planners42$2.11K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC38$1.96K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC32$1.64K<0.01%+213F-HRTimeline
Bogart Wealth, LLC32$1.63K<0.01%-3213F-HRTimeline
Bulwark Capital Corp32$1.63K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc28$1.42K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.26$1.33K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…23$1.17K<0.01%-113F-HRTimelineGroup
RMG Wealth Management LLC22$1.15K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton19$966<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC15$763<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.13$686<0.01%013F-HRTimeline
SIGNATUREFD, LLC4$206<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3$153<0.01%013F-HRTimeline
GAMMA Investing LLC2$102<0.01%013F-HRTimeline