SPHD — Invesco Exch Traded Fd Tr II Institutional Holders · Q3 2026
Who owns Invesco Exch Traded Fd Tr II (SPHD)? 16 institutions reported holding $35.13M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($21.1M), Venture Visionary Partners LLC ($4.3M), Stonebridge Wealth Management, LLC ($2.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $21.1M | 437,247 | Trimmed |
| 2 | Venture Visionary Partners LLC | $4.3M | 89,083 | Hold |
| 3 | Stonebridge Wealth Management, LLC | $2.4M | 49,030 | Added |
| 4 | MassMutual Private Wealth & Trust, FSB | $2.3M | 48,283 | Added |
| 5 | Farther Finance Advisors, LLC | $2.0M | 41,878 | Added |
| 6 | Investors Research Corp | $677,411 | 14,060 | Trimmed |
| 7 | TrueWealth Advisors, LLC | $647,443 | 13,438 | Trimmed |
| 8 | RVW Wealth, LLC | $574,306 | 11,920 | Hold |
| 9 | Shulman DeMeo Asset Management LLC | $392,013 | 8,143 | Added |
| 10 | First Heartland Consultants, Inc. | $361,096 | 7,495 | Hold |
| 11 | Capital Advisors Wealth Management, LLC | $238,770 | 4,956 | Hold |
| 12 | Olistico Wealth, LLC | $135,136 | 2,805 | Added |
| 13 | Trust Co | $25,638 | 532 | Hold |
| 14 | CoreCap Advisors, LLC | $8,721 | 181 | Hold |
| 15 | Rosenberg Matthew Hamilton | $915 | 19 | Hold |
| 16 | GAMMA Investing LLC | $96 | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30