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Disclosery

SPHD INVESCO EXCH TRADED FD TR II

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S&P500 HDL VOL (fund)

332 managers (339 13F filers) reported a position in SPHD shares at 2025-12-31, 20,869,036 shares in all. 22 filers opened a position and 30 filers sold out during the quarter.

Managers
332
13F filers
339
New
22
Added
116
Reduced
106
Sold out
30
Shares held by filers
20,869,036

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LANARK FINANCIAL, INC.5,934$285K0.02%+11113F-HRTimeline
Focus Financial Network, Inc.5,871$282K0.01%+7113F-HRTimeline
KLCM Advisors, Inc.5,810$279K0.02%new13F-HRTimeline
DRW Securities, LLC5,766$277K0.02%new13F-HRTimeline
Continuum Advisory, LLC5,745$276K0.03%-913F-HRTimeline
Herold Advisors, Inc.5,709$274K0.06%-24313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,704$274K0.01%-1,37613F-HRTimeline
Advisory Services Network, LLC5,547$266K<0.01%-8213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,508$264K0.01%+6513F-HRTimelineGroup
Sequoia Financial Advisors, LLC5,457$262K<0.01%+1,04313F-HRTimeline
TD Waterhouse Canada Inc.5,426$260K<0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC5,385$258K0.09%013F-HRTimeline
MGO ONE SEVEN LLC5,286$254K0.01%-713F-HRTimeline
Waterloo Capital, L.P.5,147$247K0.02%-10313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,141$247K-3,806Timeline
Capital Advisors Wealth Management, LLC4,956$238K0.03%013F-HRTimeline
Pacific Sun Financial Corp4,930$237K0.11%-45013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,877$232K0.03%013F-HRTimelineGroup
Bridgewealth Advisory Group, LLC4,800$230K0.05%013F-HRTimeline
Arta Finance Wealth Management LLC4,782$230K0.12%13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,692$225K<0.01%+96813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,672$224K<0.01%new13F-HRTimelineGroup
TrustBankin group TrustBank4,590$220K0.09%13F-HRTimelineGroup
Caldwell Trust Co4,553$219K0.02%013F-HRTimeline
ORG Partners LLC4,500$216K0.04%013F-HRTimeline
Grandview Asset Management LLC4,429$213K0.06%-4213F-HRTimeline
Triton Wealth Management, PLLC4,160$209K0.08%-67713F-HRTimeline
STRATEGY ASSET MANAGERS LLC4,340$208K0.03%-2113F-HRTimeline
Taylor Securities Services, Inc.4,290$206K0.09%13F-HRTimeline
Summit Financial, LLC4,263$205K<0.01%+2413F-HRTimeline
Kingsview Wealth Management, LLC4,240$204K<0.01%-2,10413F-HRTimeline
Independent Wealth Network Inc.4,222$203K0.06%+4813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,211$202K0.01%-2013F-HRTimeline
Copia Wealth Management4,202$202K0.14%-1,24413F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,194$201K0.09%+1513F-HRTimeline
Heritage Trust Co4,180$201K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC3,938$189K0.01%+27313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,781$181K<0.01%13F-HRTimelineGroup
Aptus Capital Advisors, LLC3,632$174K<0.01%013F-HRTimeline
IFP Advisors, Inc3,611$173K<0.01%+1913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,163$152K<0.01%-1,73213F-HRTimelineGroup
Olistico Wealth, LLC3,161$152K0.07%new13F-HRTimeline
Arax Advisory Partners2,898$139K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.2,573$124K0.35%013F-HRTimeline
Crews Bank & Trust2,565$123K0.02%013F-HRTimeline
Provident Wealth Management, LLC2,152$103K0.03%013F-HRTimeline
Robinswood Financial LLC2,122$102K0.03%+813F-HRTimeline
IFS Advisors, LLC2,072$99.5K0.05%013F-HRTimeline
HHM Wealth Advisors, LLC2,065$99.1K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,063$99K0.01%+613F-HRTimeline
TSFG, LLC2,001$96K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,909$91.7K<0.01%-2,74213F-HRTimeline
Root Financial Partners, LLC1,896$91K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,858$89K<0.01%+1713F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,677$80.5K0.03%new13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,638$78.6K0.02%13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,621$77.8K<0.01%+113F-HRTimelineGroup
Cedar Wealth Management, LLC1,610$77.3K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,605$77.1K0.02%+1013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,368$71K0.05%013F-HRTimeline
AE Wealth Management LLC1,471$70.6K<0.01%-79413F-HRTimeline
AdvisorNet Financial, Inc1,436$68.9K<0.01%013F-HRTimeline
MGB Wealth Management, LLC1,428$68.5K0.02%+713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,407$67.5K<0.01%013F-HRTimelineGroup
NFSG Corp1,367$65.6K0.01%+213F-HRTimeline
10Elms LLP1,363$65.4K0.06%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,350$65.2K<0.01%-38,85913F-HRTimeline
Financial Perspectives, Inc1,226$58.8K0.02%013F-HRTimeline
Tidemark, LLC1,207$57.9K0.02%013F-HRTimeline
LM Advisors LLC2,740$57.1K1.09%-53,86313F-HRTimeline
Horizon Investments, LLC1,133$54.2K<0.01%+24413F-HRTimeline
Boreal Capital Management LLC1,000$48K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…900$43.2K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC861$41.3K0.03%013F-HRTimeline
SageView Advisory Group, LLC822$39.5K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC802$38.5K<0.01%013F-HRTimeline
Financial Freedom, LLC758$36.4K0.02%+613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.724$34.8K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV694$33.3K<0.01%-2313F-HRTimeline
HAZLETT, BURT & WATSON, INC.670$32K0.01%013F-HRTimeline
MAI Capital Management651$31.2K<0.01%-57213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC625$30K<0.01%-52913F-HRTimelineGroup
Sunrise Financial Services, LLC611$29.3K0.02%13F-HRTimeline
Westside Investment Management, Inc.560$26.9K<0.01%013F-HRTimeline
Blue Trust, Inc.541$26K<0.01%-38313F-HRTimeline
MCF Advisors LLC541$26K<0.01%013F-HRTimeline
Trust Co530$25.4K<0.01%013F-HRTimeline
Key Financial Inc500$24K<0.01%013F-HRTimeline
Archer Investment Corp450$21.6K<0.01%-10013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…449$21.6K<0.01%+2013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.418$20.1K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…400$19.2K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC390$18.7K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC384$18.4K0.02%013F-HRTimeline
SHP Wealth Management337$16.2K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC317$15.2K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL300$14.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC307$14K<0.01%+413F-HRTimeline
Hilton Head Capital Partners, LLC285$13.7K0.01%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC280$13.4K<0.01%013F-HRTimelineGroup
CITY HOLDING CO270$13K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC265$12.7K<0.01%+1013F-HRTimelineGroup
Cornerstone Planning Group LLC246$12.1K<0.01%+313F-HRTimeline
Merrithew & Thorsten Inc220$10K0.01%13F-HRTimeline
Aventura Private Wealth, LLC191$9.19K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC162$7.78K<0.01%+7013F-HRTimeline
KERR FINANCIAL PLANNING Corp151$7.53K0.01%+7613F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV150$7.2K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC150$7.2K0.01%13F-HRTimeline
Anchor Investment Management, LLC149$7.15K<0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC127$6.1K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd120$5.76K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC102$4.88K<0.01%-20013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC65$3.12K<0.01%13F-HRTimeline
Bogart Wealth, LLC64$3.07K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd58$2.78K<0.01%+113F-HRTimeline
Signature Equity Partners, LLC58$2.77K<0.01%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC53$2.54K<0.01%013F-HRTimeline
Strive Financial Group ,LLC51$2.49K<0.01%13F-HR/ATimeline
Sound Income Strategies, LLC33$1.63K<0.01%new13F-HRTimeline
Bulwark Capital Corp32$1.54K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc28$1.34K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.26$1.24K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC22$1.08K<0.01%+213F-HRTimeline
Rosenberg Matthew Hamilton19$912<0.01%013F-HRTimeline
Strategic Advocates LLC17$821<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.13$632<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…12$576<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC4$190<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3$144<0.01%013F-HRTimeline
Go Invest LLC2$104<0.01%13F-HRTimeline
GAMMA Investing LLC2$96<0.01%-613F-HRTimeline