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Disclosery

SPHD INVESCO EXCH TRADED FD TR II

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S&P500 HDL VOL (fund)

332 managers (342 13F filers) reported a position in SPHD shares at 2025-06-30, 22,018,700 shares in all. 17 filers opened a position and 32 filers sold out during the quarter.

Managers
332
13F filers
342
New
17
Added
129
Reduced
116
Sold out
32
Shares held by filers
22,018,700

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY2,927,468$139M0.01%+1,96613F-HRTimelineGroup
LPL Financial LLC2,477,313$118M0.04%-302,28913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,109,919$52.8M<0.01%+3,40313F-HRTimelineGroup
Financial Engines Advisors L.L.C.953,740$45.4M0.09%-26,85913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC755,806$35.9M0.01%+70,28413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources703,661$33.5M0.01%+36,34413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA649,590$30.9M0.01%-502,29513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN538,628$25.6M0.01%-76,52513F-HRTimelineGroup
UBS Group AGin group UBS Group AG499,936$23.8M<0.01%-116,22913F-HRTimelineGroup
Avidian Wealth Enterprises, LLC437,540$20.8M0.85%+17,28813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC401,007$19.8M<0.01%-737,81313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding383,513$18.2M+71,752Timeline
FMR LLCin group FMR LLC348,467$16.6M<0.01%-196,14613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.318,131$15.1M0.12%+4,94313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC285,471$13.6M0.02%-134,52813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/263,884$12.6M0.01%-43,56113F-HRTimelineGroup
Private Advisor Group, LLC241,738$11.5M0.06%+49,64913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP232,329$11M0.01%-18,33713F-HRTimelineGroup
Shilanski & Associates, Inc.223,369$10.6M3.04%+1,85113F-HRTimeline
Cetera Investment Advisers222,212$10.6M0.02%+9,82813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP219,283$10.4M0.01%+52,60413F-HRTimelineGroup
BTS Asset Management, Inc.214,253$10.2M12.27%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO207,929$9.89M<0.01%-86,38313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,709$9.74M0.02%-23,63713F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…202,522$9.63M0.03%-11,64713F-HRTimeline
Allworth Financial LP201,773$9.6M0.05%-8,53813F-HRTimeline
INTRINSIC EDGE CAPITAL MANAGEMENT LLC200,000$9.51M1.44%+50,00013F-HRTimeline
XML Financial, LLC198,202$9.43M0.82%+3,33113F-HRTimeline
Janney Montgomery Scott LLC163,751$7.79M0.02%-4,34313F-HRTimeline
Leelyn Smith, LLC160,252$7.62M1.25%+3,99213F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC155,895$7.41M2.61%-79113F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management146,762$6.98M0.09%-11,33313F-HRTimelineGroup
Gunma Bank,Ltd.145,000$6.9M2.25%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…140,275$6.67M0.01%+130,42613F-HRTimelineGroup
Northside Capital Management, LLC132,885$6.32M0.48%013F-HRTimeline
Fortis Group Advisors, LLC125,770$6M1.09%+30,13113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP124,924$5.94M0.01%-11,90313F-HRTimelineGroup
Fusion Capital, LLC123,321$5.87M2.01%+2,80313F-HRTimeline
Foguth Wealth Management, LLC.117,235$5.58M1.19%+106,16613F-HRTimeline
Signal Advisors Wealth, LLC116,096$5.52M0.43%+104,32713F-HRTimeline
NewEdge Advisors, LLC115,283$5.48M0.03%+1,26013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding100,349$4.77M+2,190Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC99,283$4.72M<0.01%-301,17613F-HRTimelineGroup
Geneos Wealth Management Inc.93,787$4.46M0.11%-88,32513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding93,441$4.44M+2,391Timeline
Waverly Advisors, LLC92,837$4.42M0.05%+54,16313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS90,036$4.28M<0.01%+80,00113F-HRTimelineGroup
Sanctuary Advisors, LLC88,743$4.22M0.03%-46313F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…85,400$4.06M0.04%-36,60013F-HRTimelineGroup
Creative Planningin group Creative Planning84,674$4.03M<0.01%-14,78613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,296$4.01M0.01%-14,93013F-HRTimeline
Venture Visionary Partners LLC79,383$3.78M0.14%+1213F-HRTimeline
Sovran Advisors, LLC74,036$3.59M0.38%+1,26913F-HRTimeline
LMCG INVESTMENTS, LLC73,783$3.51M0.22%+8,48113F-HRTimeline
Capital Investment Advisory Services, L…73,600$3.5M0.29%-15313F-HRTimeline
Arete Wealth Advisors, LLC70,288$3.34M0.24%+2,76413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,700$3.27M0.09%+12,21913F-HRTimelineGroup
WESPAC Advisors SoCal, LLC65,542$3.12M0.7%-146,98313F-HRTimeline
Delos Wealth Advisors, LLC65,408$3.11M2.43%-5,07413F-HRTimeline
Stonebridge Wealth Management, LLC65,041$3.09M2.92%13F-HRTimeline
MML INVESTORS SERVICES, LLC63,666$3.03M0.01%-14,64113F-HRTimeline
David Kennon Inc62,632$2.98M1.11%-1,78213F-HRTimeline
Alpha Zero LLC62,416$2.97M1.93%-46,76813F-HRTimeline
COOKSON PEIRCE & CO INC59,127$2.81M0.12%+35813F-HRTimeline
Mariner, LLCin group Mariner, LLC58,297$2.77M<0.01%+1,31413F-HRTimelineGroup
LM Advisors LLC55,624$2.65M0.34%-2,39813F-HRTimeline
Pinnacle Wealth Management Group, Inc.55,176$2.62M1.5%+2,09313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding46,990$2.23M+3,758Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,772$2.22M<0.01%+6,39013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV44,598$2.12M<0.01%-1,87313F-HRTimeline
Lynx Investment Advisory44,567$2.12M1.38%+4,69213F-HRTimeline
Tyche Wealth Partners LLC42,756$2.03M0.41%-1,85413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding41,790$1.99M+5,675Timeline
Washington Trust Bank39,746$1.89M0.16%+21013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AVANTAX ADVISORY SERVICES, INC.38,964$1.85M0.01%-44813F-HRTimeline
Atlas Legacy Advisors, LLC37,582$1.79M0.39%+4,00613F-HRTimeline
GREENBERG FINANCIAL GROUP34,983$1.78M0.67%-63513F-HRTimeline
HighTower Advisors, LLC35,602$1.69M<0.01%+44613F-HRTimeline
PRIVATE TRUST CO NA35,496$1.69M0.16%-4,29613F-HRTimeline
MassMutual Private Wealth & Trust, FSB34,146$1.62M0.04%+1,75213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,074$1.57M0.03%+9,34413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,509$1.55M<0.01%+38413F-HRTimelineGroup
Curran Financial Partners, LLC30,565$1.45M0.32%+3,93113F-HRTimeline
Arkadios Wealth Advisors29,709$1.41M0.04%-5,03413F-HRTimeline
Park Edge Advisors, LLC28,696$1.36M0.35%-40,60413F-HRTimeline
PATTEN & PATTEN INC/TN28,650$1.36M0.09%-22513F-HRTimeline
Brookwood Investment Group LLC28,286$1.35M0.22%-23213F-HRTimeline
GTS SECURITIES LLC28,070$1.33M0.06%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.27,732$1.32M<0.01%-2,55313F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…27,400$1.3M<0.01%-80013F-HRTimelineGroup
D.A. DAVIDSON & CO.27,291$1.3M0.01%+73313F-HRTimeline
RDA Financial Network27,212$1.29M0.35%013F-HRTimeline
Qube Research & Technologies Ltd26,809$1.28M<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC26,072$1.24M0.03%+1,65113F-HRTimeline
Patten Group, Inc.25,312$1.2M0.25%+45013F-HRTimeline
Colonial River Investments, LLC24,210$1.18M0.51%+9,24013F-HRTimeline
Summit Financial Wealth Advisors, LLC24,577$1.17M0.21%+47313F-HRTimeline
Crescent Grove Advisors, LLC24,268$1.15M0.11%+13,33213F-HRTimeline
Parallel Advisors, LLC24,187$1.15M0.02%+22113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,158$1.15M<0.01%+3,11213F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT23,847$1.13M0.07%-1,18513F-HRTimeline
J.W. COLE ADVISORS, INC.23,393$1.11M0.02%-2,04313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC23,052$1.1M0.03%+8,64713F-HRTimeline
Atria Investments, Inc22,980$1.09M0.01%-39,49713F-HRTimeline
L.M. KOHN & COMPANY21,619$1.03M0.28%+1,17213F-HRTimeline
CVA Family Office, LLC21,365$1.02M0.14%-7913F-HRTimeline
SteelPeak Wealth, LLC20,583$979K0.04%-25,65313F-HRTimeline
McLean Asset Management Corp19,653$956K0.25%+21913F-HRTimeline
Sage Capital Management, LLC20,028$953K0.46%-54613F-HRTimeline
Steward Partners Investment Advisory, L…19,744$939K0.01%+40313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,541$929K<0.01%-1,47913F-HRTimelineGroup
Lifeworks Advisors, LLC19,096$908K0.14%+3,93413F-HRTimeline
Integrated Wealth Concepts LLC18,957$902K0.01%-2013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,597$884K<0.01%+13,66013F-HRTimelineGroup
DAVENPORT & Co LLC18,506$880K<0.01%-31013F-HRTimeline
Atria Wealth Solutions, Inc.18,405$875K0.02%-49,71513F-HRTimeline
Sunbelt Securities, Inc.18,119$875K0.08%-90213F-HRTimeline
Code Waechter LLC18,155$863K0.61%013F-HRTimeline
Western Wealth Management, LLC17,422$829K0.05%-3013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding17,280$822K-754Timeline
HB Wealth Management, LLC17,103$813K0.01%-2,94913F-HRTimeline
SFMG, LLC17,011$809K0.06%013F-HRTimeline
Global Retirement Partners, LLC16,555$787K0.02%13F-HRTimeline
Bleakley Financial Group, LLC16,480$784K0.02%-3,04013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…16,474$783K0.15%-13,99613F-HRTimelineGroup
Composition Wealth, LLC16,400$780K0.01%-51413F-HRTimeline
Koshinski Asset Management, Inc.16,303$775K0.06%+2213F-HRTimeline
Sigma Planning Corp15,914$757K0.02%+82613F-HRTimeline
Cornerstone Wealth Management, LLC15,659$745K0.05%-1713F-HRTimeline
IMS Capital Management15,299$728K0.34%-1,90413F-HRTimeline
Golden State Wealth Management, LLC15,299$728K0.09%-1,82513F-HRTimeline
Investors Research Corp15,269$726K0.14%+16813F-HRTimeline
Portland Financial Advisors Inc15,252$725K1.74%013F-HRTimeline
Gladstone Institutional Advisory LLC15,002$713K0.03%-19913F-HRTimeline
AlphaStar Capital Management, LLC14,860$707K0.05%-1,06913F-HRTimeline
Prospera Financial Services Inc14,727$701K0.01%+40513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.14,694$699K0.34%-63213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,374$684K0.01%+38513F-HRTimelineGroup
Wealthspire Advisors, LLC14,198$675K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding14,156$673K-139Timeline
HBW ADVISORY SERVICES LLC14,116$671K0.08%-25113F-HRTimeline
Curbstone Financial Management Corp14,000$666K0.14%013F-HRTimeline
TrueWealth Advisors, LLC13,786$656K0.19%-41413F-HRTimeline
AlphaCore Capital LLC13,723$653K0.02%-2,55413F-HRTimeline
Medallion Wealth Advisors, LLC13,045$624K0.24%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,906$614K0.02%+92513F-HRTimelineGroup
COWA, LLC12,714$605K0.23%+6913F-HRTimeline
Financial Advocates Investment Manageme…12,692$604K0.05%-26513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,616$600K0.02%+7,90313F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.12,500$595K<0.01%+17013F-HRTimelineGroup
Magnus Financial Group LLC12,241$582K0.05%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,065$574K-795Timeline
PFG Investments, LLC11,986$570K0.03%-5113F-HRTimeline
RVW Wealth, LLC11,920$567K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,896$566K0.05%+2,18913F-HRTimeline
WHITTIER TRUST CO11,300$537K0.01%013F-HRTimeline
Compound Planning, Inc.11,183$532K0.02%013F-HRTimeline
HRT FINANCIAL LP11,063$526K<0.01%+5,09313F-HRTimeline
Wealthfront Advisers LLC10,939$520K<0.01%+2,26613F-HRTimeline
Dynamic Advisor Solutions LLC10,917$519K0.02%+15213F-HRTimeline
Financial Insights, Inc.10,915$519K0.19%+10013F-HRTimeline
Finward Bancorp10,612$505K0.4%-17013F-HRTimeline
Carnegie Investment Counsel10,315$491K0.01%-1,74513F-HRTimeline
NCM Capital Management, LLC10,213$490K0.2%+3,71313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …10,300$490K0.08%-2,70013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,284$489K0.09%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,040$478K0.03%-75013F-HRTimelineGroup
Avior Wealth Management, LLC10,088$475K0.02%-2,17813F-HRTimeline
Orion Porfolio Solutions, LLC9,956$474K<0.01%+25813F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.9,801$466K0.03%-7,95813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,680$460K<0.01%+5,78113F-HRTimelineGroup
WBH ADVISORY INC9,663$460K0.04%new13F-HRTimeline
&PARTNERS9,432$449K<0.01%+97713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,370$446K0.03%+1,23313F-HRTimelineGroup
WMG Financial Advisors, LLC9,348$445K0.16%+24513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,306$443K0.02%-3,77413F-HRTimelineGroup
Shulman DeMeo Asset Management LLC9,218$438K0.11%-4213F-HRTimeline
Farther Finance Advisors, LLC9,112$433K0.01%-83413F-HRTimeline
Kingsview Wealth Management, LLC9,074$432K0.01%-3,26813F-HRTimeline
Realta Investment Advisors9,003$428K0.17%+8213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp8,966$426K0.03%013F-HRTimelineGroup
Eagle Strategies LLC8,635$411K0.06%+1,35013F-HRTimeline
Quartz Partners, LLC8,524$405K0.19%013F-HRTimeline
Prostatis Group LLC8,363$398K0.11%-152,21213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.8,300$395K0.11%013F-HRTimeline
Second Half Financial Partners, LLC8,115$386K0.18%013F-HRTimeline
IFG Advisory, LLC8,069$384K0.02%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,003$381K<0.01%+2,35313F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,799$371K<0.01%-2,27313F-HRTimelineGroup
Kovack Advisors, Inc.7,774$370K0.04%+5113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,700$366K<0.01%-35,30013F-HRTimeline
Prairie Wealth Advisors, Inc.7,614$362K0.15%+27513F-HRTimeline
First Heartland Consultants, Inc.7,476$356K0.03%-50113F-HRTimeline
Guardian Asset Advisors, LLC7,425$353K0.2%+2713F-HRTimeline
WEALTH ALLIANCE, LLC7,375$351K0.04%+6813F-HRTimeline
Runnymede Capital Advisors, Inc.7,371$351K0.32%-3,34013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,034$335K0.01%+4613F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,552$312K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC6,451$307K0.04%-7,29813F-HRTimeline
COMERICA BANK6,437$306K<0.01%-20613F-HRTimeline