Home › SPHD

Who holds SPHD

INVESCO EXCH TRADED FD TR II · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Brookstone Capital Management2.2M$114.2M1.1%
LPL Financial LLC2.2M$110.1M0.0%
MORGAN STANLEY1.6M$82.5M0.0%
10Elms LLP1.4K$73.7M0.0%
BANK OF AMERICA CORP /DE/1.3M$67.5M0.0%
RAYMOND JAMES FINANCIAL INC698.5K$35.5M0.0%
ROYAL BANK OF CANADA693.2K$35.2M0.0%
FRANKLIN RESOURCES INC584.5K$29.7M0.0%
UBS Group AG573.4K$29.1M0.0%
WELLS FARGO & COMPANY/MN482.9K$24.6M0.0%
Avidian Wealth Enterprises, LLC477.5K$24.3M0.7%
AMERIPRISE FINANCIAL INC461.2K$23.5M0.0%
Private Advisor Group, LLC424.9K$21.6M0.1%
Financial Engines Advisors L.L.C.344.7K$17.5M0.0%
BANK OF MONTREAL /CAN/305.5K$15.5M0.0%
Cetera Investment Advisers301.2K$15.3M0.0%
ENVESTNET ASSET MANAGEMENT INC277.6K$14.1M0.0%
FMR LLC261.6K$13.3M0.0%
OSAIC HOLDINGS, INC.240.2K$12.2M0.0%
COMMONWEALTH EQUITY SERVICES, LLC236.9K$12.0M0.0%
XML Financial, LLC232.7K$11.8M0.9%
JONES FINANCIAL COMPANIES LLLP221.6K$11.5M0.0%
JPMORGAN CHASE & CO212.1K$11.0M0.0%
Janney Montgomery Scott LLC208.3K$10.6M0.0%
Cambridge Investment Research Advisors, Inc.204.4K$10.4M0.0%
FLAGSHIP HARBOR ADVISORS, LLC196.7K$10.0M0.4%
STIFEL FINANCIAL CORP164.1K$8.3M0.0%
Allworth Financial LP163.6K$8.3M0.0%
NewEdge Advisors, LLC157.9K$8.0M0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC153.3K$7.9M0.0%
GOLDMAN SACHS GROUP INC146.2K$7.4M0.0%
Northside Capital Management, LLC132.9K$6.8M0.6%
Fortis Group Advisors, LLC123.5K$6.3M1.0%
Gilbert Capital Group, Inc.115.6K$5.9M4.1%
Sanctuary Advisors, LLC111.0K$5.6M0.0%
TRUIST FINANCIAL CORP99.0K$5.0M0.0%
D. E. Shaw & Co., Inc.95.1K$4.8M0.0%
Advocate Investing Services LLC94.7K$4.8M3.7%
LMCG INVESTMENTS, LLC92.2K$4.7M0.3%
Venture Visionary Partners LLC89.1K$4.5M0.1%
Creative Planning89.0K$4.5M0.0%
OPPENHEIMER & CO INC88.7K$4.5M0.0%
Equitable Holdings, Inc.86.8K$4.4M0.0%
Delos Wealth Advisors, LLC86.0K$4.4M2.2%
Clal Insurance Enterprises Holdings Ltd85.4K$4.3M0.0%
Prostatis Group LLC77.3K$3.9M0.9%
Advisor OS, LLC72.7K$3.7M0.2%
Kestra Advisory Services, LLC70.0K$3.6M0.0%
SURIENCE PRIVATE WEALTH LLC67.3K$3.4M3.0%
Geneos Wealth Management Inc.67.2K$3.4M0.1%
Chris Bulman Inc67.0K$3.4M1.2%
CreativeOne Wealth, LLC63.2K$3.2M0.1%
Pinnacle Wealth Management Group, Inc.61.1K$3.1M1.5%
Capital Investment Advisory Services, LLC59.2K$3.0M0.2%
MML INVESTORS SERVICES, LLC58.2K$3.0M0.0%
Curran Financial Partners, LLC58.0K$3.0M0.4%
Baird Financial Group, Inc.57.8K$2.9M0.0%
LM Advisors LLC57.5K$2.9M0.3%
David Kennon Inc56.1K$2.9M0.9%
Strategic Financial Concepts, LLC54.3K$2.8M0.8%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}