Who Owns INV SP HIGH BETA ETF (SPHB)? -- Institutional Holders (2026-06-30)

181 institutions reported holding $745.0M of INV SP HIGH BETA ETF (SPHB) in SEC 13F filings for 2026-06-30. Largest institutional holders: GOLDMAN SACHS GROUP INC ($144.6M), MORGAN STANLEY ($42.2M), LPL Financial LLC ($40.7M), Cambridge Investment Research Advisors, Inc. ($36.7M), Proficio Capital Partners LLC ($36.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1GOLDMAN SACHS GROUP INC$144.6M929,520Added
2MORGAN STANLEY$42.2M271,143Added
3LPL Financial LLC$40.7M261,857Added
4Cambridge Investment Research Advisors, Inc.$36.7M235,701Added
5Proficio Capital Partners LLC$36.5M234,468Added
6WELLS FARGO & COMPANY/MN$34.7M223,072Added
7Axiom Financial Strategies, LLC$32.6M209,633Trimmed
8BANK OF AMERICA CORP /DE/$30.9M198,596Added
9NewEdge Advisors, LLC$22.4M143,770Added
10TRUE Private Wealth Advisors$19.1M122,944Added
11CITADEL ADVISORS LLC$16.5M105,871Trimmed
12Jump Financial, LLC$15.5M99,662Added
13JONES FINANCIAL COMPANIES LLLP$14.5M96,120Added
14UBS Group AG$13.5M86,804Trimmed
15RAYMOND JAMES FINANCIAL INC$12.8M81,949Added
16Fortis Group Advisors, LLC$12.0M77,235Added
17BNB Wealth Management, LLC$8.4M53,847Added
18BNP PARIBAS FINANCIAL MARKETS$7.8M50,409Trimmed
19ENVESTNET ASSET MANAGEMENT INC$7.8M50,126Added
20Focus Partners Advisor Solutions, LLC$7.7M49,302Added
21Winter & Associates, Inc.$7.7M49,302Added
22Royal Bank of Canada$7.5M48,042Trimmed
23Chicago Wealth Management, Inc.$7.3M46,706New
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.1M45,400Added
25Quadrature Capital Ltd$6.2M39,661New

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