Invesco S&P 500 High DividenSPHDETF
13F holders, Q1 2024 (March 31)310holders
3famous investors
$44.41avg. 13F price*
At the end of Q1 2024, 310 institutions reported holding Invesco S&P 500 High Dividen (SPHD) in their 13F filings. The largest holders were Morgan Stanley ($120.0M), LPL Financial LLC ($85.9M) and Bank of America Corp. ($55.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P 500 High Dividen
- CUSIP
- 46138E362
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $15.0M |
| Exits | 39 | $20.8M |
Ownership 310 holders
| Morgan Stanley | 0.01% | Reduce -12.5% | 2,703,496 | $120.0M |
| LPL Financial LLC | 0.05% | Add +4.5% | 1,933,602 | $85.9M |
| Bank of America Corp. | 0.01% | Reduce -10.2% | 1,257,911 | $55.9M |
| Royal Bank of Canada | 0.01% | Reduce -19.1% | 1,088,171 | $48.3M |
| Financial Engines Advisors L.L.C. | 0.11% | Reduce -1.8% | 1,086,590 | $48.2M |
| FMR LLC | 0.00% | Add +58.6% | 721,859 | $32.1M |
| Franklin Resources Inc. | 0.01% | Reduce -8.0% | 582,953 | $25.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 558,699 | $24.8M |
| UBS Group AG | 0.01% | Reduce -19.1% | 534,292 | $23.7M |
| Wells Fargo & Company | 0.01% | Reduce -22.8% | 525,675 | $23.3M |
| Avidian Wealth Enterprises, LLC | 1.06% | Add +25.9% | 448,124 | $19.9M |
| Invesco Ltd. | 0.00% | Reduce -8.4% | 423,964 | $18.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.5% | 384,858 | $17.1M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +0.2% | 358,774 | $15.9M |
| Raymond James & Associates | 0.01% | Reduce -8.8% | 351,359 | $15.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.0% | 339,155 | $15.1M |
| Equitable Holdings, Inc. | 0.16% | Add +2.9% | 310,375 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.3% | 309,240 | $13.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -41.4% | 293,280 | $13.0M |
| Bank of Montreal | 0.00% | Add +7.8% | 287,913 | $12.8M |
| Allworth Financial LP | 0.08% | Reduce -1.4% | 261,794 | $11.6M |
| Shilanski & Associates, Inc. | 3.29% | Add +1.1% | 214,784 | $9.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.5% | 205,309 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -13.5% | 196,861 | $8.7M |
| Cetera Investment Advisers | 0.02% | Add +100.8% | 190,241 | $8.4M |
| Gunma Bank,Ltd. | 4.44% | Add +46.1% | 190,000 | $8.4M |
| Citadel Advisors | 0.01% | Add +92.1% | 174,934 | $7.8M |
| Brookstone Capital Management | 0.13% | Reduce -4.0% | 162,946 | $7.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -5.2% | 158,404 | $7.0M |
| Leelyn Smith, LLC | 1.38% | Add +0.7% | 155,209 | $6.9M |
| XML Financial, LLC | 0.70% | Reduce -6.2% | 153,605 | $6.8M |
| Absolute Capital Management, LLC | 4.05% | Add +254.3% | 142,865 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.7% | 134,558 | $6.0M |
| Retirement Financial Solutions, LLC | 3.06% | Add +8.9% | 134,219 | $6.0M |
| Northside Capital Management, LLC | 1.05% | No change | 132,885 | $5.9M |
| NewEdge Advisors, LLC | 0.05% | Add +8.3% | 120,391 | $5.3M |
| Fusion Capital, LLC | 2.36% | Add +1.6% | 115,993 | $5.2M |
| Stifel Financial Corp. | 0.01% | Reduce -66.0% | 108,042 | $4.8M |
| Truist Financial Corp. | 0.01% | Reduce -16.1% | 103,254 | $4.6M |
| Geneos Wealth Management Inc. | 0.18% | Add +0.5% | 90,146 | $4.0M |
| Capital Investment Advisory Services, LLC | 0.41% | Reduce -1.4% | 87,192 | $3.9M |
| Prostatis Group LLC | 1.43% | Add +231.8% | 84,813 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -10.7% | 79,625 | $3.5M |
| Oppenheimer & Co. Inc. | 0.06% | Add +1.5% | 78,239 | $3.5M |
| Citigroup Inc. | 0.00% | Add +1511.5% | 76,127 | $3.4M |
| David Kennon Inc | 1.41% | Reduce -62.1% | 74,050 | $3.3M |
| Cookson Peirce & Co. Inc. | 0.17% | Add +5.4% | 73,392 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -2.7% | 69,245 | $3.1M |
| Venture Visionary Partners LLC | 0.14% | Add +0.0% | 67,015 | $3.0M |
| Arete Wealth Advisors, LLC | 0.27% | Add +0.6% | 65,062 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -13.1% | 65,011 | $2.9M |
| CreativeOne Wealth, LLC | 0.11% | Add +115.6% | 62,688 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +817.0% | 62,367 | $2.8M |
| LM Advisors LLC | 0.47% | Add +2.7% | 60,664 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.1% | 60,292 | $2.7M |
| Mariner, LLC | 0.01% | Reduce -7.2% | 58,936 | $2.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +76.9% | 57,345 | $2.5M |
| Kowal Investment Group, LLC | 0.55% | Reduce -1.7% | 56,846 | $2.5M |
| Delos Wealth Advisors, LLC | 2.74% | Add +33.0% | 54,911 | $2.4M |
| Tyche Wealth Partners LLC | 0.55% | Reduce -4.0% | 50,284 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +10.9% | 49,783 | $2.2M |
| Cherry Creek Investment Advisors, Inc. | 1.13% | New | 46,816 | $2.1M |
| Arden Trust Co | 0.26% | No change | 42,750 | $1.9M |
| Diametric Capital, LP | 0.95% | New | 30,107 | $1.7M |
| Flow Traders U.S. LLC | 0.09% | New | 38,362 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.0% | 38,266 | $1.7M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -8.3% | 38,244 | $1.7M |
| Fortis Group Advisors, LLC | 0.31% | Reduce -52.3% | 38,130 | $1.7M |
| FinTrust Capital Advisors, LLC | 0.30% | Add +56.5% | 35,213 | $1.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 34,200 | $1.5M |
| Patten & Patten Inc. | 0.10% | Add +19.1% | 32,725 | $1.5M |
| RDA Financial Network | 0.44% | Reduce -0.1% | 29,162 | $1.3M |
| Investors Research Corp | 0.30% | Add +0.0% | 28,687 | $1.3M |
| Meritage Portfolio Management | 0.08% | Reduce -1.5% | 28,623 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -31.9% | 27,439 | $1.2M |
| Waverly Advisors, LLC | 0.03% | New | 26,134 | $1.2M |
| Clarity Capital Partners LLC | 0.72% | Add +0.0% | 24,676 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -9.1% | 24,626 | $1.1M |
| Simplicity Wealth,LLC | 0.03% | New | 24,563 | $1.1M |
| Hilltop Holdings Inc. | 0.12% | Reduce -59.8% | 24,369 | $1.1M |
| Summit Financial Wealth Advisors, LLC | 0.22% | Reduce -6.3% | 24,114 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +103.1% | 23,935 | $1.1M |
| Parallel Advisors, LLC | 0.03% | Reduce -2.3% | 23,651 | $1.1M |
| RVW Wealth, LLC | 0.11% | Reduce -7.0% | 23,479 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.4% | 23,056 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +2.9% | 23,021 | $1.0M |
| International Assets Investment Management, LLC | 0.11% | Reduce -33.2% | 22,912 | $1.0M |
| Renaissance Technologies | 0.00% | Add +53.1% | 22,500 | $999K |
| Magnus Financial Group LLC | 0.12% | No change | 22,241 | $987K |
| AE Wealth Management LLC | 0.01% | Reduce -84.1% | 22,203 | $986K |
| Jane Street Group, LLC | 0.00% | Reduce -7.7% | 22,025 | $978K |
| HRT Financial LP | 0.01% | Add +97.8% | 21,926 | $973K |
| Global Retirement Partners, LLC | 0.04% | Add +2.5% | 21,802 | $968K |
| LMCG Investments, LLC | 0.06% | Add +1.2% | 21,729 | $965K |
| Sage Capital Management, LLC | 0.51% | Add +0.3% | 21,085 | $936K |
| Empirical Asset Management, LLC | 0.45% | Reduce -7.9% | 20,980 | $932K |
| D. E. Shaw & Co. | 0.00% | New | 20,942 | $930K |
| Patten Group, Inc. | 0.23% | Add +10.3% | 20,780 | $923K |
| IMS Capital Management | 0.43% | Reduce -2.1% | 20,707 | $919K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.6% | 20,472 | $909K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -10.7% | 20,051 | $890K |
| L.M. Kohn & Company | 0.25% | Add +0.0% | 19,670 | $873K |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.3% | 19,123 | $849K |
| Park Edge Advisors, LLC | 0.24% | Add +102.1% | 18,990 | $843K |
| TrueWealth Advisors, LLC | 0.33% | Reduce -15.4% | 18,962 | $842K |
| McLean Asset Management Corp | 0.29% | No change | 18,984 | $840K |
| GTS Securities LLC | 0.02% | Reduce -63.2% | 18,057 | $802K |
| Private Trust Co. NA | 0.08% | Reduce -4.3% | 17,236 | $765K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +70.2% | 17,078 | $758K |
| Sfmg, LLC | 0.07% | No change | 17,011 | $755K |
| Prudential Financial Inc. | 0.00% | Reduce -14.2% | 16,981 | $754K |
| Prospera Financial Services Inc | 0.02% | Reduce -16.2% | 16,965 | $753K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -4.0% | 16,935 | $752K |
| Fifth Third Securities, Inc. | 0.07% | Reduce -47.9% | 16,826 | $747K |
| Interactive Financial Advisors, Inc. | 0.41% | Add +177.9% | 16,699 | $741K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -7.9% | 16,649 | $739K |
| Lifeworks Advisors, LLC | 0.21% | Reduce -1.7% | 16,548 | $735K |
| Bleakley Financial Group, LLC | 0.02% | No change | 16,500 | $733K |
| HBW Advisory Services LLC | 0.14% | No change | 17,251 | $732K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -2.3% | 15,980 | $710K |
| Western Wealth Management, LLC | 0.05% | Add +1.4% | 15,895 | $706K |
| Curran Financial Partners, LLC | 0.24% | Add +10.3% | 15,429 | $685K |
| Quadcap Wealth Management, LLC | 0.15% | Reduce -1.2% | 14,883 | $661K |
| IAM Advisory, LLC | 0.18% | Reduce -3.3% | 14,832 | $659K |
| Mutual Advisors, LLC | 0.02% | Reduce -34.3% | 14,170 | $629K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -30.4% | 13,827 | $614K |
| Curbstone Financial Management Corp | 0.13% | Reduce -1.4% | 13,600 | $604K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.10% | No change | 13,000 | $577K |
| Avior Wealth Management, LLC | 0.03% | Reduce -5.7% | 12,672 | $558K |
| EPG Wealth Management LLC | 0.14% | Add +0.6% | 12,438 | $552K |
| Shulman DeMeo Asset Management LLC | 0.14% | Reduce -4.3% | 11,880 | $527K |
| Daiwa Securities Group Inc. | 0.00% | No change | 11,800 | $524K |
| HB Wealth Management, LLC | 0.01% | Add +0.1% | 11,652 | $517K |
| Financial Advocates Investment Management | 0.03% | Add +2.5% | 11,617 | $516K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -8.0% | 11,575 | $514K |
| PFG Investments, LLC | 0.03% | New | 11,469 | $509K |
| Ameritas Advisory Services, LLC | 0.02% | Add +18.4% | 11,473 | $503K |
| Intrua Financial, LLC | 0.08% | Reduce -3.0% | 11,277 | $501K |
| Compound Planning, Inc. | 0.05% | No change | 11,183 | $497K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +111.8% | 11,143 | $495K |
| RE Dickinson Investment Advisors, LLC | 0.29% | No change | 10,535 | $468K |
| Sunbelt Securities, Inc. | 0.05% | Add +1.2% | 10,397 | $462K |
| Credit Suisse AG/ | 0.00% | Add +0.0% | 10,338 | $459K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | No change | 10,284 | $457K |
| Cowa, LLC | 0.27% | New | 10,280 | $456K |
| Lanark Financial, Inc. | 0.04% | Reduce -3.1% | 9,937 | $441K |
| Financial Insights, Inc. | 0.12% | Add +2.6% | 9,765 | $434K |
| Advisory Services Network, LLC | 0.01% | Reduce -12.2% | 9,728 | $432K |
| Win Advisors, Inc. | 0.19% | Reduce -97.4% | 9,577 | $425K |
| NFSG Corp | 0.17% | Add +3.6% | 9,027 | $401K |
| Independent Financial Group, LLC | 0.02% | Reduce -13.4% | 9,001 | $400K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.4% | 8,911 | $396K |
| Two Sigma Securities, LLC | 0.02% | Add +68.1% | 8,890 | $395K |
| Essex Financial Services, Inc. | 0.04% | Reduce -32.3% | 8,795 | $390K |
| Crescent Grove Advisors, LLC | 0.04% | Add +7.3% | 8,773 | $390K |
| Realta Investment Advisors | 0.08% | Reduce -15.8% | 8,719 | $387K |
| Second Half Financial Partners, LLC | 0.17% | Add +5.0% | 8,636 | $383K |
| Sykon Capital LLC | 0.14% | Add +22.0% | 8,553 | $380K |
| Waterloo Capital, L.P. | 0.05% | Add +4.7% | 8,524 | $378K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 8,486 | $377K |
| Joseph P. Lucia & Associates, LLC | 0.20% | Reduce -17.1% | 8,301 | $369K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,237 | $366K |
| Lincoln National Corp. | 0.01% | Reduce -49.6% | 8,152 | $362K |
| Perigon Wealth Management, LLC | 0.01% | No change | 7,828 | $348K |
| Cerity Partners LLC | 0.00% | Reduce -0.8% | 7,790 | $346K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Reduce -45.0% | 7,488 | $332K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +4.5% | 8,483 | $332K |
| Brown, Lisle/Cummings, Inc. | 0.11% | No change | 7,400 | $329K |
| Guardian Asset Advisors, LLC | 0.26% | Add +0.4% | 7,188 | $319K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +1.1% | 7,104 | $315K |
| Wealth Alliance, LLC | 0.04% | Add +1.0% | 7,063 | $314K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -20.2% | 7,041 | $313K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -20.2% | 7,041 | $313K |
| Cwm, LLC | 0.00% | Reduce -23.5% | 7,025 | $312K |
| Apollon Financial, LLC | 0.11% | Reduce -4.8% | 7,024 | $312K |
| Stratos Investment Management, LLC | 0.03% | Reduce -45.0% | 7,000 | $311K |
| Level Four Advisory Services, LLC | 0.02% | No change | 7,045 | $299K |
| NCM Capital Management, LLC | 0.17% | Reduce -35.6% | 6,700 | $297K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.6% | 6,639 | $295K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.7% | 6,662 | $292K |
| Olistico Wealth, LLC | 0.21% | Reduce -4.4% | 6,561 | $291K |
| Smith, Moore & Co. | 0.03% | Add +25.0% | 6,475 | $287K |
| Raymond James Trust N.A. | 0.01% | Add +14.1% | 6,415 | $285K |
| BOS Asset Management, LLC | 0.15% | No change | 6,362 | $282K |
| World Investment Advisors | 0.04% | New | 6,320 | $281K |
| Capital CS Group, LLC | 0.28% | New | 6,317 | $280K |
| Farther Finance Advisors, LLC | 0.02% | Add +26.5% | 6,267 | $277K |
| Harmony Asset Management LLC | 0.11% | No change | 6,179 | $274K |
| Herold Advisors, Inc. | 0.07% | Add +0.1% | 6,176 | $274K |
| Comerica Bank | 0.00% | Add +2.2% | 6,048 | $269K |
| Advisory Alpha, LLC | 0.01% | Reduce -40.5% | 6,038 | $268K |
| Haverford Trust Co | 0.00% | Reduce -71.2% | 6,000 | $266K |
| Pacific Sun Financial Corp | 0.15% | Reduce -3.3% | 5,910 | $262K |
| SageView Advisory Group, LLC | 0.01% | New | 5,927 | $262K |
| First Foundation Advisors | 0.01% | Reduce -0.0% | 5,797 | $257K |
| First Personal Financial Services | 0.06% | No change | 5,765 | $256K |
| Jones Financial Companies LLLP | 0.00% | New | 5,747 | $255K |
| Koshinski Asset Management, Inc. | 0.02% | New | 5,481 | $243K |
| Continuum Advisory, LLC | 0.04% | New | 5,365 | $240K |
| Vima LLC | 0.27% | Add +3.7% | 5,626 | $237K |
| Consultiva Wealth Management, Corp. | 2.21% | — | 5,313 | $236K |
| Focus Financial Network, Inc. | 0.01% | — | 5,499 | $234K |
| TD Waterhouse Canada Inc. | 0.00% | Add +230.3% | 5,020 | $233K |
| Meridian Wealth Advisors, LLC | 0.04% | No change | 5,250 | $233K |
| Creative Planning | 0.00% | Add +0.8% | 5,201 | $231K |
| Mgo One Seven LLC | 0.01% | New | 5,083 | $226K |
| Aft, Forsyth & Company, Inc. | 0.12% | Add +0.0% | 4,939 | $219K |
| Cozad Asset Management Inc. | 0.02% | No change | 4,910 | $218K |
| Apollon Wealth Management, LLC | 0.01% | No change | 4,899 | $218K |
| Money Concepts Capital Corp. | 0.02% | Reduce -1.8% | 4,868 | $216K |
| Fifth Third Bancorp | 0.00% | Add +63.4% | 4,841 | $215K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -0.4% | 4,779 | $212K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 4,751 | $211K |
| Wedbush Securities Inc. | 0.01% | New | 4,761 | $211K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 4,740 | $210K |
| Townsquare Capital LLC | 0.00% | New | 4,733 | $210K |
| Lido Advisors, LLC | 0.00% | Reduce -0.2% | 4,731 | $210K |
| Heritage Trust Co | 0.03% | New | 4,715 | $209K |
| Gradient Investments LLC | 0.00% | Reduce -27.7% | 4,705 | $209K |
| Caldwell Trust Co | 0.02% | No change | 4,700 | $209K |
| Prelude Capital Management, LLC | 0.01% | New | 4,648 | $206K |
| Buckingham Strategic Wealth, LLC | 0.00% | New | 4,593 | $204K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.4% | 4,296 | $191K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,781 | $168K |
| Deutsche Bank AG | 0.00% | New | 3,700 | $164K |
| Retirement Group, LLC | 0.06% | Add +0.2% | 3,578 | $159K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -10.7% | 3,573 | $159K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.8% | 3,500 | $155K |
| IFP Advisors, Inc | 0.01% | Reduce -60.6% | 3,359 | $149K |
| US Bancorp \de | 0.00% | Reduce -39.3% | 3,321 | $147K |
| Robinswood Financial LLC | 0.06% | Reduce -29.2% | 3,263 | $144K |
| Blair William & Co. | 0.00% | Add +17.9% | 3,021 | $134K |
| Spire Wealth Management | 0.00% | Reduce -10.8% | 2,969 | $132K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -62.2% | 2,767 | $123K |
| Aptus Capital Advisors, LLC | 0.00% | Add +76.3% | 2,692 | $120K |
| Provident Wealth Management, LLC | 0.04% | Reduce -1.3% | 2,683 | $119K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -4.6% | 2,670 | $119K |
| Tyler-Stone Wealth Management | 0.05% | Reduce -7.3% | 2,550 | $113K |
| Register Financial Advisors LLC | 0.06% | No change | 2,483 | $110K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,268 | $101K |
| Principal Securities, Inc. | 0.00% | Add +0.2% | 2,250 | $100K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 2,150 | $95K |
| MCF Advisors LLC | 0.01% | No change | 2,125 | $94K |
| Bessemer Group Inc. | 0.00% | New | 2,116 | $94K |
| IFS Advisors, LLC | 0.08% | No change | 2,090 | $93K |
| Tsfg, LLC | 0.02% | Add +200000.0% | 2,001 | $89K |
| HBC Financial Services, PLLC | 0.06% | No change | 2,000 | $86K |
| Gen-Wealth Partners Inc | 0.04% | — | 1,871 | $83K |
| Optimum Investment Advisors | 0.04% | Reduce -2.6% | 1,853 | $82K |
| Thompson Investment Management, Inc. | 0.01% | New | 1,800 | $80K |
| Cedar Wealth Management, LLC | 0.02% | No change | 1,610 | $71K |
| Bellevue Asset Management, LLC | 0.04% | Add +0.2% | 1,556 | $69K |
| National Bank of Canada | 0.00% | New | 1,475 | $66K |
| Bogart Wealth, LLC | 0.00% | Add +1.0% | 1,457 | $65K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,424 | $63K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,407 | $62K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,375 | $61K |
| Capital Analysts, LLC | 0.00% | Reduce -90.2% | 1,351 | $60K |
| Founders Financial Alliance, LLC | 0.02% | New | 1,335 | $59K |
| Financial Perspectives, Inc | 0.02% | No change | 1,226 | $54K |
| Fernwood Investment Management, LLC | 0.02% | New | 1,216 | $54K |
| Tidemark, LLC | 0.03% | No change | 1,207 | $54K |
| Future Financial Wealth Managment LLC | 0.04% | New | 1,102 | $49K |
| Financial Freedom, LLC | 0.02% | Add +0.6% | 728 | $32K |
| Gables Capital Management Inc. | 0.02% | Add +336.1% | 724 | $32K |
| Creekmur Asset Management LLC | 0.01% | Add +1.1% | 720 | $32K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 670 | $30K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 625 | $28K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -0.2% | 590 | $26K |
| Westside Investment Management, Inc. | 0.01% | No change | 560 | $25K |
| Archer Investment Corp | 0.01% | No change | 550 | $24K |
| Trust Co | 0.00% | New | 530 | $24K |
| Blue Trust, Inc. | 0.00% | New | 507 | $23K |
| Key Financial Inc | 0.01% | No change | 500 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 500 | $22K |
| Global Assets Advisory, LLC | 0.01% | New | 500 | $22K |
| Mascoma Wealth Management LLC | 0.01% | No change | 451 | $20K |
| Y.D. More Investments Ltd | 0.00% | No change | 415 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | New | 415 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 400 | $17K |
| Castleview Partners, LLC | 0.01% | No change | 310 | $14K |
| Pineridge Advisors LLC | 0.00% | New | 295 | $13K |
| CoreCap Advisors, LLC | 0.00% | New | 290 | $13K |
| Valley National Advisers Inc. | 0.00% | Add +1.1% | 288 | $12K |
| City Holding Co. | 0.00% | No change | 270 | $12K |
| Assetmark, Inc. | 0.00% | No change | 259 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 255 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 250 | $11K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 232 | $10K |
| CVA Family Office, LLC | 0.00% | No change | 200 | $9K |
| IAG Wealth Partners, LLC | 0.00% | New | 198 | $9K |
| Cutler Group LLC / CA | 0.00% | New | 200 | $8K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 150 | $7K |
| Glassman Wealth Services | 0.00% | Add +0.8% | 121 | $5K |
| AllSquare Wealth Management LLC | 0.00% | No change | 118 | $5K |
| Avion Wealth | 0.00% | No change | 100 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 100 | $4K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 100 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -20.4% | 74 | $3K |
| Chilton Capital Management LLC | 0.00% | No change | 59 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 57 | $3K |
| Arax Advisory Partners | 0.00% | No change | 28 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 27 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 26 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +127.3% | 25 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 25 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 19 | $840 |
| Signaturefd, LLC | 0.00% | No change | 6 | $248 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 4 | $195 |
| Hollencrest Capital Management | 0.00% | No change | 3 | $133 |
"% of holder's portfolio" is SPHD's weight in each manager's 13F, not the share of Invesco S&P 500 High Dividen the manager owns.