Skip to content
Disclosery

SPHD INVESCO EXCH TRADED FD TR II

Follow

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
LPL Financial LLC2,188,863$109M0.03%+88,50113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,113,628$105M1.2%+1,994,70413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,045,872$101M0.01%-140,76313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,317,728$65.4M<0.01%+32,30613F-HRTimelineGroup
Financial Engines Advisors L.L.C.889,433$44.1M0.09%-25,37813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC705,051$35M0.01%+20,10113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA652,323$32.4M0.01%-17,21513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO592,662$29.2M<0.01%+393,16813F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources558,629$27.7M0.01%-100,28013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding557,840$27.7M+43,644Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN519,027$25.7M0.01%-124,23113F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC468,957$23.3M0.74%+3,98513F-HRTimeline
Private Advisor Group, LLC362,812$18M0.08%+39,22313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC346,388$17.2M<0.01%+3,36413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding287,760$14.3M-570Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/281,621$14M0.01%+14,70013F-HRTimelineGroup
FMR LLCin group FMR LLC271,534$13.5M<0.01%-6,44513F-HRTimelineGroup
Cetera Investment Advisers265,749$13.2M0.01%+7,07013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC238,032$11.8M0.02%-9,69113F-HRTimeline
Janney Montgomery Scott LLC231,627$11.5M0.03%+64,09513F-HRTimeline
XML Financial, LLC224,691$11.1M0.9%+24,69013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP210,964$10.4M<0.01%+7513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP205,737$10.2M0.01%-421,28813F-HRTimelineGroup
Cambridge Investment Research Advisors,…202,974$10.1M0.03%+2,71613F-HRTimeline
CWM, LLCin group CWM, LLC201,339$9.99M0.03%-35,22713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.197,300$9.79M0.01%-12,15713F-HRTimelineGroup
Allworth Financial LP182,150$9.04M0.04%-5,78713F-HRTimeline
Leelyn Smith, LLC176,553$8.76M1.23%+7,75713F-HRTimeline
NewEdge Advisors, LLC153,964$7.64M0.03%+33,13913F-HR/ATimeline
Fortune Financial Group, Inc.139,568$6.92M6.23%+71,53113F-HRTimeline
Fusion Capital, LLC134,580$6.68M1.8%+7,03313F-HRTimeline
Northside Capital Management, LLC132,885$6.59M0.58%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP130,500$6.47M0.01%+110,60013F-HRTimelineGroup
Fortis Group Advisors, LLC128,373$6.47M1.07%+2,03613F-HRTimeline
Estate Counselors, LLC123,070$6.11M0.54%new13F-HRTimeline
FLOW TRADERS U.S. LLC107,782$5.35M0.17%+98,94313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…103,672$5.14M0.01%-36,52213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,818$5.05M0.01%-14,79413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC100,868$5M0.22%+88,20713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding96,399$4.78M-643Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.96,030$4.61M0.03%-43,40213F-HRTimelineGroup
LMCG INVESTMENTS, LLC90,769$4.5M0.27%+15,14113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC90,076$4.47M0.1%-97813F-HRTimelineGroup
Venture Visionary Partners LLC89,033$4.42M0.15%+9,64813F-HRTimeline
Advocate Investing Services LLC88,457$4.39M3.72%+40,43013F-HRTimeline
Creative Planningin group Creative Planning88,244$4.38M<0.01%+5,04713F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…85,400$4.24M0.03%013F-HRTimelineGroup
Delos Wealth Advisors, LLC81,793$4.06M2.32%+7,15813F-HRTimeline
Sanctuary Advisors, LLC80,677$4M0.02%-57,25513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC73,321$3.64M0.26%new13F-HRTimelineGroup
Chris Bulman Inc73,280$3.64M1.59%new13F-HRTimeline
Lynx Investment Advisory69,783$3.46M1.65%+25,35313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding68,068$3.38M-4,628Timeline
Prostatis Group LLC66,050$3.28M0.84%-29,47513F-HRTimeline
Geneos Wealth Management Inc.65,544$3.25M0.08%+79113F-HRTimeline
Capital Investment Advisory Services, L…65,302$3.24M0.24%-10,36613F-HRTimeline
Pinnacle Wealth Management Group, Inc.60,234$2.99M1.47%+2,34413F-HRTimeline
David Kennon Inc57,817$2.87M1.03%-52713F-HRTimeline
MML INVESTORS SERVICES, LLC55,788$2.77M0.01%-1,78213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.55,022$2.73M<0.01%+1,78113F-HRTimelineGroup
Steward Partners Investment Advisory, L…54,705$2.71M0.01%+9,30113F-HRTimeline
Mariner, LLCin group Mariner, LLC54,075$2.68M<0.01%-74113F-HRTimelineGroup
COOKSON PEIRCE & CO INC53,764$2.67M0.11%-10,58713F-HRTimeline
Curran Financial Partners, LLC50,801$2.52M0.45%+7,07713F-HRTimeline
WJ Financial Advisors LLC50,758$2.52M2.03%+1,21513F-HRTimeline
AlphaCore Capital LLC50,608$2.51M0.06%+40,26813F-HRTimeline
Stonebridge Wealth Management, LLC49,481$2.45M2.35%-84613F-HRTimeline
World Investment Advisors47,896$2.38M0.04%+62513F-HRTimeline
MassMutual Private Wealth & Trust, FSB45,477$2.26M0.06%+13,30613F-HRTimeline
Washington Trust Bank44,629$2.21M0.16%+95213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tyche Wealth Partners LLC41,867$2.08M0.32%+2713F-HRTimeline
VIAWEALTH, LLC39,847$1.98M1.1%+2,80813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,963$1.93M<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,679$1.92M<0.01%+10,61213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV38,624$1.92M<0.01%-5,20313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding37,377$1.85M+1,245Timeline
Park Edge Advisors, LLC35,786$1.78M0.41%+1,46813F-HRTimeline
Waverly Advisors, LLC34,993$1.74M0.01%-42813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth34,545$1.71M0.02%-3,47913F-HRTimelineGroup
Financial Solutions Advisory Group, Inc.33,961$1.68M0.23%13F-HRTimeline
Composition Wealth, LLC33,228$1.65M0.02%+14,74613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,186$1.65M<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.32,714$1.62M0.05%+2,76313F-HRTimeline
Colonial River Investments, LLC32,283$1.6M0.57%+1,38213F-HRTimeline
HighTower Advisors, LLC32,134$1.59M<0.01%-78813F-HRTimeline
Winter & Associates, Inc.31,630$1.57M1.38%-3,99913F-HRTimeline
Arkadios Wealth Advisors31,505$1.56M0.03%-4713F-HRTimeline
Atlas Legacy Advisors, LLC30,292$1.5M0.27%+59313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…29,886$1.48M0.11%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,010$1.44M<0.01%-18,82613F-HRTimelineGroup
Crescent Grove Advisors, LLC28,447$1.41M0.14%+93013F-HRTimeline
Brookwood Investment Group LLC27,650$1.37M0.17%+46313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,896$1.33M<0.01%-93913F-HRTimelineGroup
RDA Financial Network26,872$1.33M0.33%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.26,400$1.31M<0.01%+56913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.26,357$1.31M0.02%+21,66513F-HRTimeline
PRIVATE TRUST CO NA26,027$1.29M0.12%+10013F-HRTimeline
Summit Financial Wealth Advisors, LLC25,210$1.25M0.18%+62813F-HRTimeline
Triad Wealth Partners, LLC25,122$1.25M0.1%+18,46413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,835$1.23M0.01%+1,14213F-HRTimelineGroup
Perigon Wealth Management, LLC24,424$1.21M0.02%-67913F-HRTimeline
Patten Group, Inc.24,219$1.2M0.21%+4,81013F-HRTimeline
PATTEN & PATTEN INC/TN23,496$1.17M0.07%+1,25013F-HRTimeline
FINANCIAL DISCOVERY GROUP INC22,839$1.13M2.65%13F-HRTimeline
D.A. DAVIDSON & CO.22,804$1.13M0.01%-3,50313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding21,422$1.06M+4,841Timeline
Foguth Wealth Management, LLC.20,851$1.04M0.12%-164,65513F-HRTimeline
DAVENPORT & Co LLC20,740$1.03M0.01%+48113F-HRTimeline
CVA Family Office, LLC20,681$1.03M0.11%+24113F-HRTimeline
RFG Advisory, LLC20,589$1.02M0.02%new13F-HRTimeline
Western Wealth Management, LLC19,881$986K0.04%-35913F-HR/ATimeline
Sage Capital Management, LLC19,590$972K0.46%-4813F-HRTimeline
McLean Asset Management Corp18,821$934K0.16%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS18,791$932K<0.01%new13F-HRTimelineGroup
Code Waechter LLC18,361$911K0.54%013F-HRTimeline
Koshinski Asset Management, Inc.18,346$910K0.06%+1,79813F-HRTimeline
Sunbelt Securities, Inc.18,043$895K0.06%-1613F-HRTimeline
Integrated Wealth Concepts LLC17,698$878K0.01%new13F-HRTimeline
AlphaStar Capital Management, LLC16,951$841K0.06%-90613F-HRTimeline
Independent Advisor Alliance16,779$832K0.01%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …16,270$807K0.01%-1,35213F-HRTimelineGroup
Parallel Advisors, LLC16,240$806K0.01%-4,92013F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,160$802K0.03%-1,23413F-HRTimelineGroup
Gladstone Institutional Advisory LLC16,132$800K0.03%+13313F-HRTimeline
Bleakley Financial Group, LLC16,050$796K0.01%-43013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,000$794K<0.01%new13F-HRTimeline
Eagle Strategies LLC15,663$777K0.09%+3,10513F-HRTimeline
Cornerstone Wealth Management, LLC15,489$768K0.04%-33013F-HRTimeline
Investors Research Corp15,302$759K0.15%+813F-HRTimeline
PACIFIC FINANCIAL GROUP INC15,141$751K0.4%-65913F-HRTimeline
Portland Financial Advisors Inc14,527$721K1.5%-8113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,014$695K<0.01%new13F-HRTimeline
Curbstone Financial Management Corp14,000$695K0.13%013F-HRTimeline
Wealthfront Advisers LLC13,653$677K<0.01%+2,41413F-HRTimeline
TrueWealth Advisors, LLC13,629$676K0.17%013F-HRTimeline
Sigma Planning Corp13,500$670K0.02%-1,27213F-HRTimeline
Medallion Wealth Advisors, LLC13,367$663K0.22%-31813F-HRTimeline
Wealthspire Advisors, LLC13,218$656K0.01%-35413F-HRTimeline
TUDOR INVESTMENT CORP ET AL13,044$647K<0.01%new13F-HRTimeline
SFMG, LLC12,872$639K0.04%013F-HRTimeline
Prospera Financial Services Inc12,692$630K0.01%+76213F-HRTimeline
PFG Investments, LLC12,682$629K0.03%+50313F-HRTimeline
CARLSON FINANCIAL, INC.12,668$628K0.37%+10913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,646$627K<0.01%+4,27413F-HRTimelineGroup
Farther Finance Advisors, LLC12,606$623K0.01%+513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,541$622K0.01%new13F-HRTimelineGroup
Magnus Financial Group LLC12,388$615K0.05%+14713F-HRTimeline
Financial Insights, Inc.12,350$613K0.2%+70013F-HRTimeline
&PARTNERS12,255$608K<0.01%+72413F-HRTimeline
Golden State Wealth Management, LLC11,793$585K0.06%-2,20013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,537$572K0.02%+1,20913F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC11,400$566K0.06%+3,15013F-HRTimeline
WHITTIER TRUST CO11,300$562K0.01%013F-HRTimeline
Compound Planning, Inc.11,329$562K0.02%+213F-HRTimeline
HBW ADVISORY SERVICES LLC11,036$548K0.06%-2,47913F-HRTimeline
HB Wealth Management, LLC10,593$526K<0.01%-1,37313F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC10,577$525K0.07%013F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC10,284$510K0.08%013F-HRTimeline
Regal Investment Advisors LLC10,229$507K0.03%+10013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,850$489K0.03%+24913F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC9,816$487K0.08%+88913F-HRTimeline
Kingsview Wealth Management, LLC9,809$487K0.01%+5,56913F-HRTimeline
Private Advisory Group LLC9,799$486K0.03%new13F-HRTimeline
Gateway Wealth Partners, LLC9,728$483K0.02%+3,68013F-HRTimeline
WBH ADVISORY INC9,663$478K0.04%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,018$447K0.04%+213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,979$445K<0.01%-32,47813F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.8,950$444K0.11%013F-HRTimeline
HighPoint Advisor Group LLC8,779$436K0.02%-11513F-HRTimeline
Avior Wealth Management, LLC8,863$435K0.01%-65513F-HRTimeline
SteelPeak Wealth, LLC8,715$432K0.01%-131,52113F-HRTimeline
Talon Private Wealth, LLC8,710$432K0.06%13F-HRTimeline
Shulman DeMeo Asset Management LLC8,707$432K0.09%-20013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC8,538$424K0.31%new13F-HRTimeline
Prairie Wealth Advisors, Inc.0$422K0.18%013F-HRTimelineAmount filed as zero, left out of ratios.
INTERACTIVE FINANCIAL ADVISORS, INC.8,382$416K0.27%-41413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,365$415K<0.01%+77813F-HRTimelineGroup
Second Half Financial Partners, LLC8,347$414K0.19%-4213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …8,300$412K0.06%-1,00013F-HRTimeline
Safe Harbor Fiduciary, LLC8,268$410K0.39%+8,11813F-HRTimeline
Godfrey Financial Associates, Inc.8,224$408K0.35%-5513F-HRTimeline
Quartz Partners, LLC8,131$403K0.16%013F-HRTimeline
Kovack Advisors, Inc.8,127$402K0.02%-52213F-HRTimeline
Beacon Pointe Advisors, LLC7,996$397K<0.01%+42513F-HRTimeline
Realta Investment Advisors7,944$394K0.14%-19213F-HRTimeline
Sovran Advisors, LLC7,791$393K0.03%-9613F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,851$389K0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC7,633$379K0.04%+9313F-HRTimeline
Dynamic Advisor Solutions LLC7,522$373K0.01%-50013F-HRTimeline
First Heartland Consultants, Inc.7,495$372K0.03%013F-HRTimeline
Quantinno Capital Management LP7,333$364K<0.01%+86413F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.7,300$362K<0.01%-4,40013F-HRTimelineGroup
Guardian Asset Advisors, LLC7,033$349K0.2%+11613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,967$344K0.02%-7,62613F-HRTimeline
Arta Finance Wealth Management LLC6,918$343K0.17%+2,13613F-HRTimeline
NCM Capital Management, LLC6,570$326K0.12%+113F-HRTimeline
Continuum Advisory, LLC6,238$309K0.03%+49313F-HRTimeline
LANARK FINANCIAL, INC.6,202$308K0.02%+26813F-HRTimeline
Haverford Trust Co6,000$298K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,956$295K0.01%+25213F-HR/ATimeline