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Disclosery

SPHD INVESCO EXCH TRADED FD TR II

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S&P500 HDL VOL (fund)

340 managers (347 13F filers) reported a position in SPHD shares at 2026-03-31, 22,429,250 shares in all. 37 filers opened a position and 26 filers sold out during the quarter.

Managers
340
13F filers
347
New
37
Added
130
Reduced
100
Sold out
26
Shares held by filers
22,429,250

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
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,945$295K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.5,943$295K0.01%+7213F-HRTimeline
Herold Advisors, Inc.5,715$284K0.06%+613F-HRTimeline
SMITH, MOORE & CO.5,689$282K0.02%-55313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,577$277K0.01%+6913F-HRTimelineGroup
Advisory Services Network, LLC5,574$277K<0.01%+2713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,539$275K<0.01%new13F-HRTimelineGroup
KLCM Advisors, Inc.5,425$269K0.02%-38513F-HRTimeline
Joseph P. Lucia & Associates, LLC5,385$267K0.1%013F-HRTimeline
TD Waterhouse Canada Inc.5,351$264K<0.01%-7513F-HRTimeline
MGO ONE SEVEN LLC5,286$262K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,272$262K+131Timeline
INTEGRITY ALLIANCE, LLC.5,189$257K0.01%new13F-HRTimeline
Finward Bancorp5,151$256K0.2%-1,57013F-HRTimeline
Waterloo Capital, L.P.5,147$255K0.02%013F-HRTimeline
GTS SECURITIES LLC5,081$252K0.01%-11,27313F-HRTimeline
Capital Advisors Wealth Management, LLC4,956$246K0.03%013F-HRTimeline
Pacific Sun Financial Corp4,930$245K0.12%013F-HRTimeline
Summit Financial, LLC4,912$244K<0.01%+64913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,877$242K0.02%013F-HRTimelineGroup
Bridgewealth Advisory Group, LLC4,800$238K0.05%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,599$228K0.03%-13,28313F-HRTimeline
TrustBankin group TrustBank4,590$228K0.09%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,566$227K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co4,553$226K0.02%013F-HRTimeline
Triton Wealth Management, PLLC4,515$223K0.08%+35513F-HRTimeline
STRATEGY ASSET MANAGERS LLC4,340$215K0.04%013F-HRTimeline
Taylor Securities Services, Inc.4,330$215K0.1%+4013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,247$211K0.01%-3,61213F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.4,200$208K0.1%new13F-HRTimeline
Foundations Investment Advisors, LLC4,192$208K<0.01%new13F-HRTimeline
Heritage Trust Co4,180$207K0.02%013F-HRTimeline
Armbruster Capital Management, Inc.4,171$207K0.03%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,164$207K0.1%-3013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,164$207K0.01%-4713F-HRTimeline
PDS Planning, Inc4,156$206K0.01%new13F-HRTimeline
DRW Securities, LLC4,040$200K0.01%-1,72613F-HRTimeline
N.E.W. Advisory Services LLC4,039$200K0.01%+10113F-HRTimeline
Aptus Capital Advisors, LLC3,632$180K<0.01%013F-HRTimeline
Copia Wealth Management3,400$169K0.12%-80213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,203$159K<0.01%+3,07613F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…3,100$154K<0.01%-22,60013F-HRTimelineGroup
IFP Advisors, Inc2,875$143K<0.01%-73613F-HRTimeline
Olistico Wealth, LLC2,804$139K0.07%-35713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,608$129K<0.01%-55513F-HRTimelineGroup
Arax Advisory Partners2,582$128K<0.01%-31613F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.2,573$128K0.37%013F-HRTimeline
Crews Bank & Trust2,565$127K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,324$115K<0.01%+41513F-HRTimeline
Horizon Investments, LLC2,166$107K<0.01%+1,03313F-HRTimeline
Provident Wealth Management, LLC2,152$107K0.03%013F-HRTimeline
IFS Advisors, LLC2,072$103K0.05%013F-HRTimeline
HHM Wealth Advisors, LLC2,065$102K0.01%013F-HRTimeline
TSFG, LLC2,000$99K0.02%-113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,875$93K<0.01%+1713F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,638$81.3K0.02%013F-HRTimelineGroup
MAI Capital Management1,633$81K<0.01%+98213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,620$80.4K<0.01%-113F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,616$80.2K0.04%+1113F-HRTimeline
Capital Advisors, Ltd. LLC1,548$77K0.01%-51513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,407$69.8K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC1,375$68.2K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,368$68K0.05%013F-HRTimeline
NFSG Corp1,369$67.9K0.01%+213F-HRTimeline
10Elms LLP1,363$67.6K0.04%013F-HRTimeline
Financial Perspectives, Inc1,226$60.8K0.02%013F-HRTimeline
Clearstead Advisors, LLC1,221$60.6K<0.01%+41913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,215$60.3K<0.01%-13513F-HRTimeline
Tidemark, LLC1,207$59.9K0.02%013F-HRTimeline
AdvisorNet Financial, Inc1,187$58.9K<0.01%-24913F-HRTimeline
LM Advisors LLC2,832$57.1K0.95%+9213F-HRTimeline
Luminist Capital LLC1,058$52.5K0.07%new13F-HRTimeline
Boreal Capital Management LLC1,000$49.6K0.04%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…984$48.8K0.02%-69313F-HRTimeline
AE Wealth Management LLC961$47.7K<0.01%-51013F-HRTimeline
Robinswood Financial LLC942$46.8K0.01%-1,18013F-HR/ATimeline
Federation des caisses Desjardins du Qu…900$44.6K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC861$42.7K0.03%013F-HRTimeline
Global Assets Advisory, LLC793$39.3K0.01%new13F-HRTimeline
Financial Freedom, LLC763$37.9K0.02%+513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.724$35.9K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.670$33K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC625$31K<0.01%013F-HRTimelineGroup
Sunrise Financial Services, LLC611$30.3K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV586$29.1K<0.01%-10813F-HRTimeline
Westside Investment Management, Inc.560$27.8K<0.01%013F-HRTimeline
Blue Trust, Inc.548$27.2K<0.01%+713F-HRTimeline
MCF Advisors LLC541$26.8K<0.01%013F-HRTimeline
Trust Co532$26.4K<0.01%+213F-HRTimeline
Archer Investment Corp450$22.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…400$19.8K<0.01%013F-HR/ATimelineGroup
FINANCIAL CONSULATE, INC390$19.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…389$19.3K<0.01%-6013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC384$19.1K0.02%013F-HRTimeline
Root Financial Partners, LLC371$18.4K<0.01%-1,52513F-HRTimeline
CITY HOLDING CO370$18.4K<0.01%+10013F-HRTimeline
SHP Wealth Management337$16.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC317$15.7K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC311$15K<0.01%+413F-HRTimeline
Strategic Investment Solutions, Inc. /IL300$14.9K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC285$14.1K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC280$13.9K<0.01%013F-HRTimelineGroup
Key Financial Inc268$13.3K<0.01%-23213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC265$13.1K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC250$12.4K<0.01%+413F-HRTimeline
Merrithew & Thorsten Inc223$11K0.01%+313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC215$10.7K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC194$9.62K<0.01%+313F-HRTimeline
CoreCap Advisors, LLC181$8.98K<0.01%+1913F-HRTimeline
Anchor Investment Management, LLC151$7.48K<0.01%+213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV150$7.44K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC147$7.31K<0.01%13F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd120$5.95K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC103$5.11K<0.01%+113F-HRTimeline
JPL Wealth Management, LLC96$4.76K<0.01%new13F-HR/ATimeline
KERR FINANCIAL PLANNING Corp78$3.83K<0.01%-7313F-HR/ATimeline
Bogart Wealth, LLC64$3.17K<0.01%013F-HRTimeline
Strive Financial Group ,LLC52$3K<0.01%+113F-HRTimeline
Signature Equity Partners, LLC58$2.89K<0.01%013F-HRTimeline
Fortitude Family Office, LLC56$2.78K<0.01%new13F-HRTimeline
Evergreen Advisors, LLC54$2.68K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC53$2.63K<0.01%013F-HRTimeline
Financial Life Planners41$2.04K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC38$1.88K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC33$1.63K<0.01%013F-HRTimeline
Bulwark Capital Corp32$1.59K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC30$1.53K<0.01%+813F-HRTimeline
Nvest Wealth Strategies, Inc.29$1.44K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc28$1.39K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.26$1.29K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…24$1.19K<0.01%+1213F-HRTimelineGroup
Abound Wealth Management20$997<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton19$943<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC15$744<0.01%-5013F-HRTimeline
Mountain Hill Investment Partners Corp.13$661<0.01%013F-HRTimeline
SIGNATUREFD, LLC4$199<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3$149<0.01%013F-HRTimeline
GAMMA Investing LLC2$99<0.01%013F-HRTimeline
Go Invest LLC0$18<0.01%-213F-HRTimelineAmount filed as zero, left out of ratios.
Coston, McIsaac & Partners10$00%new13F-HRTimelineValue filed as zero, left out of ratios.