Who Owns INVESCO EXCH TRADED FD TR II (SPHB)? -- Institutional Holders (2026-03-31)

155 institutions reported holding $367.7M of INVESCO EXCH TRADED FD TR II (SPHB) in SEC 13F filings for 2026-03-31. Largest institutional holders: GOLDMAN SACHS GROUP INC ($84.1M), LPL Financial LLC ($27.7M), MORGAN STANLEY ($25.9M), Axiom Financial Strategies, LLC ($24.6M), WELLS FARGO & COMPANY/MN ($13.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1GOLDMAN SACHS GROUP INC$84.1M725,504Added
2LPL Financial LLC$27.7M238,640Added
3MORGAN STANLEY$25.9M223,568Added
4Axiom Financial Strategies, LLC$24.6M212,453Added
5WELLS FARGO & COMPANY/MN$13.7M118,176Trimmed
6CITADEL ADVISORS LLC$13.4M115,955Added
7UBS Group AG$10.8M92,801Added
8BANK OF AMERICA CORP /DE/$9.0M77,638Trimmed
9Proficio Capital Partners LLC$8.5M73,718New
10Royal Bank of Canada$8.5M73,240Trimmed
11RAYMOND JAMES FINANCIAL INC$8.2M70,561Added
12JONES FINANCIAL COMPANIES LLLP$7.5M65,747Added
13BNP PARIBAS FINANCIAL MARKETS$7.0M60,419Trimmed
14Jump Financial, LLC$6.2M53,427New
15Fortis Group Advisors, LLC$5.9M43,564Added
16BNB Wealth Management, LLC$4.8M41,704Added
17Csenge Advisory Group$4.1M35,467New
18AMERIPRISE FINANCIAL INC$4.0M34,545Trimmed
19PFG Advisors$3.8M32,845Trimmed
20Hutchens & Kramer Investment Management Group, LLC$3.6M31,156Added
21FLOW TRADERS U.S. LLC$3.5M30,572New
22Cetera Investment Advisers$3.4M29,595Added
23ENVESTNET ASSET MANAGEMENT INC$3.4M29,329Added
24Winter & Associates, Inc.$3.4M28,852Added
25Focus Partners Advisor Solutions, LLC$3.3M28,782Added

Source: SEC Form 13F filings · as of 2026-03-31