Who Owns INVESCO S&P 500 HIGH BETA ETF (SPHB)? -- Institutional Holders (2026-06-30)

75 institutions reported holding $172.9M of INVESCO S&P 500 HIGH BETA ETF (SPHB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($73.3M), TRUE Private Wealth Advisors ($19.1M), Fortis Group Advisors, LLC ($12.0M), ENVESTNET ASSET MANAGEMENT INC ($7.8M), Winter & Associates, Inc. ($7.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$73.3M471,402Added
2TRUE Private Wealth Advisors$19.1M122,944Added
3Fortis Group Advisors, LLC$12.0M77,235Added
4ENVESTNET ASSET MANAGEMENT INC$7.8M50,126Added
5Winter & Associates, Inc.$7.7M49,302Added
6Hutchens & Kramer Investment Management Group, LLC$5.0M32,356Added
7PFG Advisors$4.5M29,242Trimmed
8Ayalon Insurance Comp Ltd.$4.2M26,951Hold
9Kestra Advisory Services, LLC$3.3M21,525Added
10COMMONWEALTH EQUITY SERVICES, LLC$2.6M16,978Trimmed
11Commonwealth Financial Services, LLC$2.5M15,774Trimmed
12E&G Advisors, LP$2.3M14,465Hold
13Visionary Horizons, LLC$2.2M13,828New
14Ramiah Investment Group$2.1M13,747New
15Private Advisor Group, LLC$1.7M10,939Added
16D.A. DAVIDSON & CO.$1.6M10,088Trimmed
17Sowell Financial Services LLC$1.4M9,005Added
18Sequent Asset Management, LLC$1.3M8,613Hold
19DAVENPORT & Co LLC$1.2M7,696New
20Belvedere Trading LLC$990,0196,363Added
21Legacy Financial Strategies, LLC$855,7455,500Hold
22BENJAMIN EDWARDS INC$848,8465,456Trimmed
23Koshinski Asset Management, Inc.$804,7115,172Hold
24Midwest Financial Network, LLC$785,3645,049New
25Wealthcare Advisory Partners LLC$751,3694,829New

Source: SEC Form 13F filings · as of 2026-06-30