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Disclosery

SPHD INVESCO EXCH TRADED FD TR II

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S&P500 HDL VOL (fund)

341 managers (351 13F filers) reported a position in SPHD shares at 2025-03-31, 24,738,115 shares in all. 32 filers opened a position and 41 filers sold out during the quarter.

Managers
341
13F filers
351
New
32
Added
133
Reduced
104
Sold out
41
Shares held by filers
24,738,115

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,925,502$147M0.01%-34,83413F-HRTimelineGroup
LPL Financial LLC2,779,602$140M0.05%+500,83513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,151,885$57.9M0.01%+20,65613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,138,820$57.2M0.02%+434,52613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,106,516$55.6M<0.01%-30,26413F-HRTimelineGroup
Financial Engines Advisors L.L.C.980,599$49.3M0.11%-14,66113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC685,522$34.4M0.01%+85,50113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources667,317$33.5M0.01%+7,70313F-HRTimelineGroup
UBS Group AGin group UBS Group AG616,165$30.9M0.01%+79,31313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN615,153$30.9M0.01%+72,64013F-HRTimelineGroup
FMR LLCin group FMR LLC544,613$27.4M<0.01%-126,41513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC420,252$21.1M0.94%-15,39313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC419,999$21.1M0.03%+123,97913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC400,459$20.1M<0.01%-6,37213F-HR/ATimelineGroup
BARINGS LLCin group BARINGS LLC376,798$18.9M0.47%-112,29113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.313,188$15.7M0.15%-4,17413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding311,761$15.7M+15,367Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/307,445$15.4M0.01%-8,22513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO294,312$14.8M<0.01%-3,70913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP250,666$12.6M0.01%-161,82713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.228,346$11.5M0.03%+4,50813F-HRTimelineGroup
Shilanski & Associates, Inc.221,518$11.1M3.47%+6,22013F-HRTimeline
Cambridge Investment Research Advisors,…214,169$10.8M0.04%+19,92213F-HRTimeline
WESPAC Advisors SoCal, LLC212,525$10.7M2.78%-36,96213F-HRTimeline
Cetera Investment Advisers212,384$10.7M0.02%-2,08913F-HRTimeline
Allworth Financial LP210,311$9.96M0.06%-20,12313F-HRTimeline
XML Financial, LLC194,871$9.79M0.91%+20,93213F-HRTimeline
Private Advisor Group, LLC192,089$9.65M0.06%+4,44713F-HRTimeline
Geneos Wealth Management Inc.182,112$9.15M0.13%+94,01213F-HRTimeline
Janney Montgomery Scott LLC168,094$8.44M0.02%+7,46213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP166,679$8.27M0.01%+53,30913F-HR/ATimelineGroup
Prostatis Group LLC160,575$8.07M2.54%+97,53613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management158,095$7.94M0.11%+11,58113F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC156,686$7.87M3.06%+22,67213F-HR/ATimeline
Leelyn Smith, LLC156,260$7.85M1.39%-97413F-HRTimeline
INTRINSIC EDGE CAPITAL MANAGEMENT LLC150,000$7.53M1.58%new13F-HRTimeline
Gunma Bank,Ltd.145,000$7.28M2.35%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP136,827$6.87M0.01%-26,91513F-HRTimelineGroup
Northside Capital Management, LLC132,885$6.67M1.08%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…122,000$6.13M0.06%013F-HRTimelineGroup
Fusion Capital, LLC120,518$6.05M2.31%+2,94113F-HRTimeline
NewEdge Advisors, LLC114,023$5.73M0.03%-14,10113F-HRTimeline
Alpha Zero LLC109,184$5.48M4.18%+32,60413F-HRTimeline
Creative Planningin group Creative Planning99,460$5M<0.01%+89,55513F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding98,159$4.93M+5,034Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,226$4.88M0.01%-41,41413F-HRTimeline
Fortis Group Advisors, LLC95,639$4.8M0.93%+67,89313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding91,050$4.57M-9,978Timeline
Sanctuary Advisors, LLC89,206$4.48M0.03%-5,62813F-HRTimeline
Venture Visionary Partners LLC79,371$3.99M0.17%+1813F-HRTimeline
MML INVESTORS SERVICES, LLC78,307$3.93M0.01%+15,76313F-HRTimeline
Capital Investment Advisory Services, L…73,753$3.7M0.33%-1,98913F-HRTimeline
Delos Wealth Advisors, LLC70,482$3.54M2.8%+29113F-HRTimeline
Park Edge Advisors, LLC69,300$3.48M0.97%-62013F-HRTimeline
Sovran Advisors, LLC72,767$3.43M0.45%+6,61713F-HRTimeline
Atria Wealth Solutions, Inc.68,120$3.42M0.04%+2,56413F-HRTimeline
Arete Wealth Advisors, LLC67,524$3.39M0.26%+61913F-HRTimeline
LMCG INVESTMENTS, LLC65,302$3.28M0.22%+20,78413F-HRTimeline
David Kennon Inc64,414$3.24M1.29%-5,32113F-HRTimeline
Atria Investments, Inc62,477$3.14M0.04%-45,50913F-HRTimeline
COOKSON PEIRCE & CO INC58,769$2.95M0.15%-1,94813F-HRTimeline
LM Advisors LLC58,022$2.91M0.52%+50013F-HRTimeline
Mariner, LLCin group Mariner, LLC56,983$2.86M<0.01%-8,99313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,481$2.84M0.08%+43613F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.53,083$2.67M1.86%-6,08313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV46,471$2.33M0.01%-4,80813F-HRTimeline
SteelPeak Wealth, LLC46,236$2.32M0.1%-28,67013F-HRTimeline
Tyche Wealth Partners LLC44,610$2.24M0.49%+60013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding43,232$2.17M-10,095Timeline
RENAISSANCE TECHNOLOGIES LLC43,000$2.16M<0.01%-21,30013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.40,382$2.03M<0.01%+1,49413F-HRTimelineGroup
Whalen Wealth Management Inc.39,885$2M1.34%new13F-HRTimeline
Lynx Investment Advisory39,875$2M1.34%+22613F-HRTimeline
PRIVATE TRUST CO NA39,792$2M0.21%+2,18613F-HRTimeline
GWN SECURITIES INC.42,044$1.99M0.11%+36,12413F-HRTimeline
Washington Trust Bank39,536$1.99M0.2%+25,39213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AVANTAX ADVISORY SERVICES, INC.39,412$1.98M0.01%-1,87213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED39,880$1.98M0.19%+39,59913F-HR/ATimeline
Waverly Advisors, LLC38,674$1.94M0.02%+9,74213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding36,115$1.81M+19,278Timeline
Verity Asset Management, Inc.35,376$1.78M0.72%+1,05213F-HRTimeline
GREENBERG FINANCIAL GROUP35,618$1.77M0.74%13F-HRTimeline
HighTower Advisors, LLC35,156$1.77M<0.01%+1,00813F-HRTimeline
Arkadios Wealth Advisors34,743$1.75M0.07%+22,25513F-HRTimeline
Atlas Legacy Advisors, LLC33,576$1.66M0.42%-9,82813F-HRTimeline
MassMutual Private Wealth & Trust, FSB32,394$1.63M0.05%+15,43513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,125$1.61M<0.01%+22,51513F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP31,900$1.6M<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…30,470$1.53M0.3%+4,12013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.30,285$1.52M<0.01%-1,24713F-HRTimelineGroup
PATTEN & PATTEN INC/TN28,875$1.45M0.1%-1,97513F-HRTimeline
Brookwood Investment Group LLC28,518$1.43M0.25%13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…28,200$1.42M<0.01%+8,50013F-HRTimelineGroup
RDA Financial Network27,212$1.37M0.41%+82513F-HRTimeline
Curran Financial Partners, LLC26,634$1.34M0.33%+4,40413F-HRTimeline
D.A. DAVIDSON & CO.26,558$1.33M0.01%+10313F-HRTimeline
J.W. COLE ADVISORS, INC.25,436$1.28M0.04%+12,56313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT25,032$1.26M0.08%-1,13313F-HRTimeline
Patten Group, Inc.24,862$1.25M0.29%-15113F-HRTimeline
Perigon Wealth Management, LLC24,421$1.23M0.03%+50013F-HRTimeline
Summit Financial Wealth Advisors, LLC24,104$1.21M0.24%+113F-HRTimeline
Parallel Advisors, LLC23,966$1.2M0.03%+55013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,730$1.19M0.03%+18,89713F-HRTimelineGroup
CVA Family Office, LLC21,444$1.08M0.17%+1,79413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,046$1.06M<0.01%-76413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,020$1.06M<0.01%-21,73013F-HRTimelineGroup
Sage Capital Management, LLC20,574$1.03M0.56%+52613F-HRTimeline
L.M. KOHN & COMPANY20,447$1.03M0.27%-22713F-HRTimeline
HB Wealth Management, LLC20,052$1.01M0.01%+8,60513F-HRTimeline
Bleakley Financial Group, LLC19,520$980K0.03%+3,02013F-HRTimeline
Steward Partners Investment Advisory, L…19,341$972K0.01%+20813F-HRTimeline
Sunbelt Securities, Inc.19,021$955K0.09%+90213F-HRTimeline
Integrated Wealth Concepts LLC18,977$953K0.01%-50713F-HRTimeline
DAVENPORT & Co LLC18,816$945K0.01%+29713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,813$945K<0.01%+20013F-HRTimelineGroup
Clarity Capital Partners LLC18,718$940K0.38%-5,95313F-HRTimeline
Code Waechter LLC18,155$912K0.75%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding18,034$906K-2,227Timeline
INTEGRITY ALLIANCE, LLC.17,759$892K0.04%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd17,726$891K0.02%new13F-HRTimelineGroup
Western Wealth Management, LLC17,452$877K0.06%+1913F-HRTimeline
IMS Capital Management17,203$864K0.44%-3,91513F-HRTimeline
McLean Asset Management Corp19,434$862K0.28%013F-HRTimeline
Golden State Wealth Management, LLC17,124$860K0.13%-59613F-HR/ATimeline
SFMG, LLC17,011$854K0.07%013F-HRTimeline
Composition Wealth, LLC16,914$850K0.02%+6,25013F-HRTimeline
Koshinski Asset Management, Inc.16,281$818K0.07%+27613F-HRTimeline
AlphaCore Capital LLC16,277$818K0.07%new13F-HRTimeline
AlphaStar Capital Management, LLC15,929$800K0.08%+23613F-HRTimeline
Cornerstone Wealth Management, LLC15,676$787K0.05%+1813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.15,326$770K0.41%+2613F-HRTimeline
Portland Financial Advisors Inc15,252$766K1.96%+1,73013F-HRTimeline
Gladstone Institutional Advisory LLC15,201$764K0.04%-33113F-HRTimeline
Lifeworks Advisors, LLC15,162$762K0.13%013F-HRTimeline
Investors Research Corp15,101$759K0.16%+1313F-HRTimeline
Sigma Planning Corp15,088$758K0.02%-7,71213F-HRTimeline
Colonial River Investments, LLC14,970$752K0.41%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,405$724K0.02%new13F-HRTimeline
HBW ADVISORY SERVICES LLC14,367$722K0.1%-1,04613F-HRTimeline
Prospera Financial Services Inc14,322$720K0.02%-2,01813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding14,295$718K-1,028Timeline
TrueWealth Advisors, LLC14,200$713K0.23%-30513F-HRTimeline
Wealthspire Advisors, LLC14,198$713K<0.01%-44113F-HRTimeline
Curbstone Financial Management Corp14,000$703K0.15%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …13,989$703K0.01%-54013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC13,749$691K0.11%+4,05913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,080$657K0.02%+2,25913F-HRTimelineGroup
Medallion Wealth Advisors, LLC13,045$654K0.3%+1,30013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …13,000$653K0.1%013F-HRTimeline
Financial Advocates Investment Manageme…12,957$651K0.05%+10713F-HRTimeline
COWA, LLC12,645$635K0.27%-83313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,860$627K+10Timeline
Kingsview Wealth Management, LLC12,342$620K0.01%-68,18013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.12,330$619K<0.01%013F-HRTimelineGroup
Magnus Financial Group LLC12,241$615K0.06%013F-HRTimeline
Avior Wealth Management, LLC12,266$611K0.02%-1,09213F-HRTimeline
Continuum Advisory, LLC12,149$610K0.08%+1,35613F-HRTimeline
PFG Investments, LLC12,037$605K0.04%+57413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,981$602K0.02%+2,84613F-HRTimelineGroup
RVW Wealth, LLC11,920$599K0.06%-24313F-HRTimeline
Signal Advisors Wealth, LLC11,769$591K0.06%new13F-HRTimeline
WHITTIER TRUST CO11,300$567K0.01%013F-HRTimeline
Compound Planning, Inc.11,183$562K0.03%013F-HRTimeline
Foguth Wealth Management, LLC.11,069$556K0.13%new13F-HRTimeline
Crescent Grove Advisors, LLC10,936$549K0.06%+1,85213F-HRTimeline
Carnegie Investment Counsel12,060$546K0.01%new13F-HRTimeline
Financial Insights, Inc.10,815$543K0.22%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,790$542K0.03%+16613F-HRTimelineGroup
Finward Bancorp10,782$542K0.47%-20513F-HRTimeline
Dynamic Advisor Solutions LLC10,765$541K0.02%+41513F-HRTimeline
Runnymede Capital Advisors, Inc.10,711$538K0.52%-50013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,284$517K0.11%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,072$506K<0.01%+9713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,035$504K<0.01%+10,03113F-HRTimelineGroup
Farther Finance Advisors, LLC9,946$497K0.01%+6313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,849$495K<0.01%-25,06913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,707$488K0.04%-2,48413F-HRTimeline
Orion Porfolio Solutions, LLC9,698$487K<0.01%-8313F-HRTimeline
Orion Portfolio Solutions, LLC9,698$487K<0.01%-8313F-HR/ATimeline
Shulman DeMeo Asset Management LLC9,260$465K0.13%-6713F-HRTimeline
WMG Financial Advisors, LLC9,103$457K0.19%-6,00013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp8,966$450K0.03%-2,72813F-HRTimelineGroup
Realta Investment Advisors8,921$448K0.2%+44713F-HRTimeline
Wealthfront Advisers LLC8,673$436K<0.01%+16013F-HRTimeline
Quartz Partners, LLC8,524$428K0.26%+98513F-HRTimeline
&PARTNERS8,455$419K<0.01%+21213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.8,300$417K0.12%+33013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,288$416K<0.01%new13F-HRTimelineGroup
One Capital Management, LLC8,250$414K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,137$409K0.03%+31513F-HRTimelineGroup
Second Half Financial Partners, LLC8,115$408K0.2%-41213F-HRTimeline
IFG Advisory, LLC8,069$405K0.02%+52513F-HRTimeline
First Heartland Consultants, Inc.7,977$401K0.04%-18613F-HRTimeline
B. Riley Wealth Advisors, Inc.7,772$390K0.01%-13913F-HRTimeline
Kovack Advisors, Inc.7,723$388K0.04%+56113F-HRTimeline
EPG Wealth Management LLC7,695$387K0.11%-2,86113F-HRTimeline
Guardian Asset Advisors, LLC7,398$372K0.24%+2113F-HRTimeline
Prairie Wealth Advisors, Inc.7,339$369K0.18%+50013F-HRTimeline
WEALTH ALLIANCE, LLC7,307$367K0.04%+6113F-HRTimeline
Eagle Strategies LLC7,285$366K0.06%+9313F-HRTimeline