HoldingsChannel.com
Funds Holding SPHQ
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE2,125,684$63,622 03/31/2020
     SPHQ2,125,684$63,622 03/31/2020
Sfmg LLC1,604,905$48,035 03/31/2020
     SPHQ1,604,905$48,035 03/31/2020
FMR LLC1,421,860$42,556 03/31/2020
     SPHQ1,421,860$42,556 03/31/2020
Royal Bank of Canada1,267,933$37,949 03/31/2020
     SPHQ1,267,933$37,949 03/31/2020
PNC Financial Services Group Inc.1,034,477$30,962 03/31/2020
     SPHQ1,034,477$30,962 03/31/2020
QS Investors LLC853,885$25,557 03/31/2020
     SPHQ853,885$25,557 03/31/2020
Evensky & Katz LLC802,431$24,017 03/31/2020
     SPHQ802,431$24,017 03/31/2020
Morgan Stanley737,325$22,068 03/31/2020
     SPHQ737,325$22,068 03/31/2020
UBS Group AG733,847$21,964 03/31/2020
     SPHQ733,847$21,964 03/31/2020
Legacy Private Trust Co.705,039$21,102 03/31/2020
     SPHQ705,039$21,102 03/31/2020
Envestnet Asset Management Inc.691,652$20,701 03/31/2020
     SPHQ691,652$20,701 03/31/2020
Madison Asset Management LLC673,063$20,145 03/31/2020
     SPHQ673,063$20,145 03/31/2020
LPL Financial LLC610,077$18,260 03/31/2020
     SPHQ610,077$18,260 03/31/2020
Commonwealth Equity Services LLC568,948$17,028 03/31/2020
     SPHQ568,948$17,028 03/31/2020
Quantitative Advantage LLC491,251$14,703 03/31/2020
     SPHQ491,251$14,703 03/31/2020
BlackRock Inc.457,424$13,690 03/31/2020
     SPHQ457,424$13,690 03/31/2020
Raub Brock Capital Management LP420,502$12,586 03/31/2020
     SPHQ420,502$12,586 03/31/2020
Evergreen Capital Management LLC401,825$12,027 03/31/2020
     SPHQ401,825$12,027 03/31/2020
Advisor Group Holdings Inc.399,852$11,976 03/31/2020
     SPHQ399,852$11,976 03/31/2020
Equitable Holdings Inc.397,603$11,900 03/31/2020
     SPHQ397,603$11,900 03/31/2020
Lido Advisors LLC383,775$11,485 03/31/2020
     SPHQ383,775$11,485 03/31/2020
Private Capital Management LLC362,767$10,858 03/31/2020
     SPHQ362,767$10,858 03/31/2020
Wells Fargo & Company MN359,735$10,767 03/31/2020
     SPHQ359,735$10,767 03/31/2020
Ladenburg Thalmann Financial Services Inc.292,220$10,687 12/31/2019
     SPHQ292,220$10,687 12/31/2019
Cetera Advisors LLC352,346$10,546 03/31/2020
     SPHQ352,346$10,546 03/31/2020
Stifel Financial Corp314,371$9,413 03/31/2020
     SPHQ314,371$9,413 03/31/2020
Raymond James Financial Services Advisors Inc.310,836$9,303 03/31/2020
     SPHQ310,836$9,303 03/31/2020
Ameriprise Financial Inc.333,624$8,805 03/31/2020
     SPHQ333,624$8,805 03/31/2020
Ballast Inc.287,165$8,594 03/31/2020
     SPHQ287,165$8,594 03/31/2020
Graves Light Private Wealth Management Inc.270,778$8,104 03/31/2020
     SPHQ270,778$8,104 03/31/2020
Peak Capital Management LLC229,703$6,875 03/31/2020
     SPHQ229,703$6,875 03/31/2020
Confluence Investment Management LLC220,650$6,604 03/31/2020
     SPHQ220,650$6,604 03/31/2020
Advisor Group Inc.174,406$6,378 12/31/2019
     SPHQ174,406$6,378 12/31/2019
Benjamin F. Edwards & Company Inc.210,319$6,295 03/31/2020
     SPHQ210,319$6,295 03/31/2020
Opes Wealth Management LLC198,786$5,950 03/31/2020
     SPHQ198,786$5,950 03/31/2020
Global Financial Private Capital Inc166,848$5,001 03/31/2020
     SPHQ166,848$5,001 03/31/2020
1832 Asset Management L.P.220,180$4,768 03/31/2020
     SPHQ220,180$4,768 03/31/2020
Allworth Financial LP136,470$4,085 03/31/2020
     SPHQ136,470$4,085 03/31/2020
Cetera Advisor Networks LLC131,454$3,934 03/31/2020
     SPHQ131,454$3,934 03/31/2020
Nikulski Financial Inc.127,161$3,806 03/31/2020
     SPHQ127,161$3,806 03/31/2020
Fifth Third Securities Inc.127,126$3,805 03/31/2020
     SPHQ127,126$3,805 03/31/2020
Well Done LLC116,564$3,489 03/31/2020
     SPHQ116,564$3,489 03/31/2020
Glovista Investments LLC99,348$2,975 03/31/2020
     SPHQ99,348$2,975 03/31/2020
Alpha Cubed Investments LLC97,655$2,923 03/31/2020
     SPHQ97,655$2,923 03/31/2020
Lincoln National Corp95,254$2,851 03/31/2020
     SPHQ95,254$2,851 03/31/2020
Cambridge Investment Research Advisors Inc.91,363$2,735 03/31/2020
     SPHQ91,363$2,735 03/31/2020
Montag A & Associates Inc.82,811$2,479 03/31/2020
     SPHQ82,811$2,479 03/31/2020
Strategic Investment Advisors MI82,210$2,461 03/31/2020
     SPHQ82,210$2,461 03/31/2020
Ambassador Advisors LLC81,047$2,426 03/31/2020
     SPHQ81,047$2,426 03/31/2020
MML Investors Services LLC79,612$2,383 03/31/2020
     SPHQ79,612$2,383 03/31/2020
Truist Financial Corp74,639$2,234 03/31/2020
     SPHQ74,639$2,234 03/31/2020
Liberty One Investment Management LLC70,538$2,111 03/31/2020
     SPHQ70,538$2,111 03/31/2020
SlateStone Wealth LLC67,300$2,014 03/31/2020
     SPHQ67,300$2,014 03/31/2020
US Bancorp DE65,857$1,971 03/31/2020
     SPHQ65,857$1,971 03/31/2020
Pacific Financial Group Inc.65,798$1,969 03/31/2020
     SPHQ65,798$1,969 03/31/2020
NEXT Financial Group Inc65,779$1,969 03/31/2020
     SPHQ65,779$1,969 03/31/2020
HighTower Advisors LLC65,338$1,960 03/31/2020
     SPHQ65,338$1,960 03/31/2020
Riggs Asset Managment Co. Inc.62,009$1,855 03/31/2020
     SPHQ62,009$1,855 03/31/2020
Trexquant Investment LP60,621$1,814 03/31/2020
     SPHQ60,621$1,814 03/31/2020
Capital Asset Advisory Services LLC54,659$1,800 03/31/2020
     SPHQ54,659$1,800 03/31/2020
Natixis55,585$1,664 03/31/2020
     SPHQ55,585$1,664 03/31/2020
Susquehanna International Group LLP54,169$1,621 03/31/2020
     SPHQ54,169$1,621 03/31/2020
Ahrens Investment Partners LLC52,632$1,575 03/31/2020
     SPHQ52,632$1,575 03/31/2020
Cornerstone Wealth Management LLC51,630$1,545 03/31/2020
     SPHQ51,630$1,545 03/31/2020
GHP Investment Advisors Inc.51,362$1,537 03/31/2020
     SPHQ51,362$1,537 03/31/2020
Carolinas Wealth Consulting LLC48,943$1,465 03/31/2020
     SPHQ48,943$1,465 03/31/2020
Doyle Wealth Management48,250$1,444 03/31/2020
     SPHQ48,250$1,444 03/31/2020
Stonehearth Capital Management LLC47,591$1,424 03/31/2020
     SPHQ47,591$1,424 03/31/2020
Kingsview Wealth Management LLC43,622$1,306 03/31/2020
     SPHQ43,622$1,306 03/31/2020
Colton Groome Financial Advisors LLC43,238$1,294 03/31/2020
     SPHQ43,238$1,294 03/31/2020
Institute for Wealth Management LLC.41,819$1,252 03/31/2020
     SPHQ41,819$1,252 03/31/2020
First American Trust FSB40,096$1,201 03/31/2020
     SPHQ40,096$1,201 03/31/2020
IFP Advisors Inc37,716$1,146 03/31/2020
     SPHQ37,716$1,146 03/31/2020
Janney Montgomery Scott LLC37,276$1,116 03/31/2020
     SPHQ37,276$1,116 03/31/2020
Parallel Advisors LLC36,491$1,091 03/31/2020
     SPHQ36,491$1,091 03/31/2020
Crestwood Advisors Group LLC33,781$1,011 03/31/2020
     SPHQ33,781$1,011 03/31/2020
Capital One Financial Corp29,397$880 03/31/2020
     SPHQ29,397$880 03/31/2020
Sound View Wealth Advisors Group LLC28,745$860 03/31/2020
     SPHQ28,745$860 03/31/2020
Teamwork Financial Advisors LLC28,476$852 03/31/2020
     SPHQ28,476$852 03/31/2020
United Capital Financial Advisers LLC27,990$838 03/31/2020
     SPHQ27,990$838 03/31/2020
Private Advisor Group LLC26,991$808 03/31/2020
     SPHQ26,991$808 03/31/2020
Armbruster Capital Management Inc.26,525$794 03/31/2020
     SPHQ26,525$794 03/31/2020
Burns J W & Co. Inc. NY25,825$773 03/31/2020
     SPHQ25,825$773 03/31/2020
Breiter Capital Management Inc.25,489$763 03/31/2020
     SPHQ25,489$763 03/31/2020
Kovack Advisors Inc.25,081$751 03/31/2020
     SPHQ25,081$751 03/31/2020
First Allied Advisory Services Inc.24,266$726 03/31/2020
     SPHQ24,266$726 03/31/2020
Northern Trust Corp22,952$687 03/31/2020
     SPHQ22,952$687 03/31/2020
Credit Suisse AG21,996$658 03/31/2020
     SPHQ21,996$658 03/31/2020
Aries Wealth Management21,625$645 03/31/2020
     SPHQ21,625$645 03/31/2020
Stonebridge Financial Planning Group LLC19,479$626 03/31/2020
     SPHQ19,479$626 03/31/2020
SeaCrest Wealth Management LLC20,836$624 03/31/2020
     SPHQ20,836$624 03/31/2020
Silicon Valley Capital Partners19,163$574 03/31/2020
     SPHQ19,163$574 03/31/2020
D.B. Root & Company LLC19,097$571 03/31/2020
     SPHQ19,097$571 03/31/2020
Capital One National Association15,443$565 12/31/2019
     SPHQ15,443$565 12/31/2019
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.17,048$510 03/31/2020
     SPHQ17,048$510 03/31/2020
Perennial Investment Advisors LLC16,096$482 03/31/2020
     SPHQ16,096$482 03/31/2020
Janney Capital Management LLC15,901$476 03/31/2020
     SPHQ15,901$476 03/31/2020
Capital Investment Advisory Services LLC13,960$418 03/31/2020
     SPHQ13,960$418 03/31/2020
M&T Bank Corp13,845$414 03/31/2020
     SPHQ13,845$414 03/31/2020
Walter & Keenan Financial Consulting Co. MI ADV14,090$406 03/31/2020
     SPHQ14,090$406 03/31/2020
Arthur M. Cohen & Associates LLC14,090$406 03/31/2020
     SPHQ14,090$406 03/31/2020
Jane Street Group LLC13,064$391 03/31/2020
     SPHQ13,064$391 03/31/2020
Capital Advisors Ltd. LLC12,908$386 03/31/2020
     SPHQ12,908$386 03/31/2020
Bell Bank12,803$383 03/31/2020
     SPHQ12,803$383 03/31/2020
HM Payson & Co.10,447$382 12/31/2019
     SPHQ10,447$382 12/31/2019
Eaton Vance Management12,142$363 03/31/2020
     SPHQ12,142$363 03/31/2020
Rockefeller Capital Management L.P.12,066$361 03/31/2020
     SPHQ12,066$361 03/31/2020
Nwam LLC11,950$358 03/31/2020
     SPHQ11,950$358 03/31/2020
Visionary Wealth Advisors11,972$358 03/31/2020
     SPHQ11,972$358 03/31/2020
GQ Asset Management LLC11,741$351 03/31/2020
     SPHQ11,741$351 03/31/2020
Altium Wealth Management LLC11,583$347 03/31/2020
     SPHQ11,583$347 03/31/2020
AE Wealth Management LLC11,538$345 03/31/2020
     SPHQ11,538$345 03/31/2020
Salomon & Ludwin LLC11,071$331 03/31/2020
     SPHQ11,071$331 03/31/2020
Bank of New York Mellon Corp11,007$329 03/31/2020
     SPHQ11,007$329 03/31/2020
HawsGoodwin Investment Management LLC10,946$328 03/31/2020
     SPHQ10,946$328 03/31/2020
Raymond James & Associates10,781$323 03/31/2020
     SPHQ10,781$323 03/31/2020
FCG Advisors LLC10,288$308 03/31/2020
     SPHQ10,288$308 03/31/2020
Massmutual Trust Co. FSB ADV10,201$305 03/31/2020
     SPHQ10,201$305 03/31/2020
Leavell Investment Management Inc.10,000$299 03/31/2020
     SPHQ10,000$299 03/31/2020
Creative Planning9,799$293 03/31/2020
     SPHQ9,799$293 03/31/2020
Flagship Harbor Advisors LLC9,780$293 03/31/2020
     SPHQ9,780$293 03/31/2020
Windsor Group LTD9,581$287 03/31/2020
     SPHQ9,581$287 03/31/2020
GWM Advisors LLC9,526$285 03/31/2020
     SPHQ9,526$285 03/31/2020
Avantax Advisory Services Inc.9,395$281 03/31/2020
     SPHQ9,395$281 03/31/2020
Park Avenue Securities LLC9,192$275 03/31/2020
     SPHQ9,192$275 03/31/2020
Sawtooth Solutions LLC8,966$268 03/31/2020
     SPHQ8,966$268 03/31/2020
Clarius Group LLC8,667$259 03/31/2020
     SPHQ8,667$259 03/31/2020
Smart Money Group LLC8,583$257 03/31/2020
     SPHQ8,583$257 03/31/2020
Advisory Services Network LLC8,207$246 03/31/2020
     SPHQ8,207$246 03/31/2020
J.W. Cole Advisors Inc.8,143$244 03/31/2020
     SPHQ8,143$244 03/31/2020
First Republic Investment Management Inc.8,095$242 03/31/2020
     SPHQ8,095$242 03/31/2020
Benjamin Edwards Inc.8,054$241 03/31/2020
     SPHQ8,054$241 03/31/2020
Clearwater Capital Advisors LLC7,918$237 03/31/2020
     SPHQ7,918$237 03/31/2020
WJ Wealth Management LLC7,725$231 03/31/2020
     SPHQ7,725$231 03/31/2020
Northstar Wealth Partners LLC7,561$226 03/31/2020
     SPHQ7,561$226 03/31/2020
Epstein & White Financial LLC7,554$226 03/31/2020
     SPHQ7,554$226 03/31/2020
Stratos Wealth Advisors LLC7,207$216 03/31/2020
     SPHQ7,207$216 03/31/2020
Optimal Asset Management Inc.7,117$213 03/31/2020
     SPHQ7,117$213 03/31/2020
Augustine Asset Management Inc.6,958$208 03/31/2020
     SPHQ6,958$208 03/31/2020
Baird Financial Group Inc.6,963$208 03/31/2020
     SPHQ6,963$208 03/31/2020
Nvwm LLC6,466$194 03/31/2020
     SPHQ6,466$194 03/31/2020
Citigroup Inc.5,850$175 03/31/2020
     SPHQ5,850$175 03/31/2020
Advisory Alpha LLC4,350$141 03/31/2020
     SPHQ4,350$141 03/31/2020
Clear Investment Research LLC4,469$134 03/31/2020
     SPHQ4,469$134 03/31/2020
Valeo Financial Advisors LLC4,033$130 03/31/2020
     SPHQ4,033$130 03/31/2020
Northwestern Mutual Wealth Management Co.3,761$113 03/31/2020
     SPHQ3,761$113 03/31/2020
Tower Research Capital LLC TRC 3,771$113 03/31/2020
     SPHQ3,771$113 03/31/2020
Aptus Capital Advisors LLC3,106$92 03/31/2020
     SPHQ3,106$92 03/31/2020
Synovus Financial Corp2,610$79 03/31/2020
     SPHQ2,610$79 03/31/2020
San Francisco Sentry Investment Group CA2,595$78 03/31/2020
     SPHQ2,595$78 03/31/2020
Signaturefd LLC2,435$73 03/31/2020
     SPHQ2,435$73 03/31/2020
Weaver Consulting Group2,308$69 03/31/2020
     SPHQ2,308$69 03/31/2020
Certified Advisory Corp2,080$62 03/31/2020
     SPHQ2,080$62 03/31/2020
Proequities Inc.1,992$60 03/31/2020
     SPHQ1,992$60 03/31/2020
Hartford Financial Management Inc.1,971$59 03/31/2020
     SPHQ1,971$59 03/31/2020
HBC Financial Services PLLC1,840$53 03/31/2020
     SPHQ1,840$53 03/31/2020
Lee Financial Co1,720$51 03/31/2020
     SPHQ1,720$51 03/31/2020
AdvisorNet Financial Inc1,659$50 03/31/2020
     SPHQ1,659$50 03/31/2020
Archer Investment Corp1,641$49 03/31/2020
     SPHQ1,641$49 03/31/2020
Global Retirement Partners LLC1,357$41 03/31/2020
     SPHQ1,357$41 03/31/2020
Claraphi Advisory Network LLC1,218$36 03/31/2020
     SPHQ1,218$36 03/31/2020
Steward Partners Investment Advisory LLC1,094$32 03/31/2020
     SPHQ1,094$32 03/31/2020
Security National Trust Co.1,025$31 03/31/2020
     SPHQ1,025$31 03/31/2020
Bank of Montreal Can1,000$30 03/31/2020
     SPHQ1,000$30 03/31/2020
Valley National Advisers Inc.853$26 03/31/2020
     SPHQ853$26 03/31/2020
CWM LLC828$25 03/31/2020
     SPHQ828$25 03/31/2020
Affiance Financial LLC740$22 03/31/2020
     SPHQ740$22 03/31/2020
Wealth Quarterback LLC672$20 03/31/2020
     SPHQ672$20 03/31/2020
Cedar Mountain Advisors LLC639$19 03/31/2020
     SPHQ639$19 03/31/2020
Ropes Wealth Advisors LLC487$15 03/31/2020
     SPHQ487$15 03/31/2020
Institutional & Family Asset Management LLC428$13 03/31/2020
     SPHQ428$13 03/31/2020
WASHINGTON TRUST Co406$12 03/31/2020
     SPHQ406$12 03/31/2020
Ayalon Holdings Ltd.311$9 03/31/2020
     SPHQ311$9 03/31/2020
Jacobi Capital Management LLC280$8 03/31/2020
     SPHQ280$8 03/31/2020
Pacific Center for Financial Services282$8 03/31/2020
     SPHQ282$8 03/31/2020
Oppenheimer Asset Management Inc.217$6 03/31/2020
     SPHQ217$6 03/31/2020
Assetmark Inc.214$6 03/31/2020
     SPHQ214$6 03/31/2020
Investors Research Corp123$4 03/31/2020
     SPHQ123$4 03/31/2020
Blair William & Co. IL100$3 03/31/2020
     SPHQ100$3 03/31/2020
Qube Research & Technologies Ltd100$3 03/31/2020
     SPHQ100$3 03/31/2020
Key Financial Inc72$2 03/31/2020
     SPHQ72$2 03/31/2020
JPMorgan Chase & Co.10$0 03/31/2020
     SPHQ10$0 03/31/2020
Plante Moran Financial Advisors LLC0$0 03/31/2020
     SPHQ0$0 03/31/2020
Engrave Wealth Partners LLC31$0 03/31/2020
     SPHQ31$0 03/31/2020

See Summary: Institutional Holders of SPHQ
See Details: Top 10 Hedge Funds Holding SPHQ
Also See: SPHQ Holdings Changes

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