Inst. Holders
50 funds
SP
SPHD
INVESCO EXCH TRADED FD TR II
$48.10 ▲ +0.04%
Prev close $48.0810 New Institutional Positions9 Institutional Exits
Snapshot
The big-picture read on SPHD right now — valuation, ownership and activity at a glance.
Inst. Value
$692.8M
Inst. Activity
10 buys / 9 sells
Price chart 30d -8.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: SPHD — 59.2% short (0.3M / 0.6M)
Short: 340,930 | Exempt: 138 | TRF Vol: 576,083 | Short Ratio: 59.2% | Off-exchange volume (dark poo
Jun 30, 2026 Inst.
AMERIPRISE FINANCIAL INC — ADD
461,211 shares ($23.5M)
Jun 30, 2026 Inst.
Financial Engines Advisors L.L.C. — TRIM
344,685 shares ($17.5M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SPHD — 59.2% short (0.3M / 0.6M)
Short: 340,930 | Exempt: 138 | TRF Vol: 576,083 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SPHD — 62.0% short (0.4M / 0.6M)
Short: 374,964 | Exempt: 4 | TRF Vol: 605,120 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SPHD — 55.1% short (0.3M / 0.6M)
Short: 329,286 | Exempt: 0 | TRF Vol: 597,908 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: SPHD — 66.2% short (0.6M / 0.8M)
Short: 551,738 | Exempt: 3,632 | TRF Vol: 833,234 | Short Ratio: 66.2% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: SPHD — 80.3% short (0.5M / 0.6M)
Short: 462,019 | Exempt: 3 | TRF Vol: 575,431 | Short Ratio: 80.3% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own SPHD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $692.8M total value (13,617,157 shares) as of 2026-Q2. Top holders: LPL, MORGAN, BANK. Net buying activity: 10 institutions added/increased vs 9 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 2,164,842 | $110.1M | 15.9% | — |
| MORGAN STANLEY | 1,622,981 | $82.5M | 11.9% | — |
| BANK OF AMERICA CORP /DE/ | 1,328,231 | $67.5M | 9.7% | — |
| RAYMOND JAMES FINANCIAL INC | 698,536 | $35.5M | 5.1% | — |
| ROYAL BANK OF CANADA | 693,188 | $35.2M | 5.1% | — |
| FRANKLIN RESOURCES INC | 584,537 | $29.7M | 4.3% | — |
| UBS Group AG | 573,365 | $29.1M | 4.2% | — |
| WELLS FARGO & COMPANY/MN | 482,889 | $24.6M | 3.5% | — |
| AMERIPRISE FINANCIAL INC | 461,211 | $23.5M | 3.4% | ADD +33.1% |
| Private Advisor Group, LLC | 424,912 | $21.6M | 3.1% | ADD +39.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | ADD | 346,388 | 461,211 | +33.1% | $23.5M |
| Financial Engines Advisors L.L.C. | TRIM | 889,433 | 344,685 | -61.2% | $17.5M |
| JPMORGAN CHASE & CO | TRIM | 592,662 | 212,084 | -64.2% | $11.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 103,672 | 153,301 | +47.9% | $7.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 33,186 | 146,224 | +340.6% | $7.4M |
| Sanctuary Advisors, LLC | ADD | 80,677 | 111,012 | +37.6% | $5.6M |
| Farther Finance Advisors, LLC | DOUBLED | 12,606 | 39,715 | +215.0% | $2.0M |
| CITIGROUP INC | ADD | 12,646 | 21,073 | +66.6% | $1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 29,010 | 18,642 | -35.7% | $947.8K |
| Mariner, LLC | TRIM | 54,075 | 17,015 | -68.5% | $865.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SPHD.
Shares short
599,370
Settlement Sep 15, 2026
Change vs prior
-4.7%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume