Invesco S&P 500 High DividenSPHDETF
13F holders, Q1 2025 (March 31)350holders −13
32new positions
41sold out
3famous investors
$50.17avg. 13F price*
At the end of Q1 2025, 350 institutions reported holding Invesco S&P 500 High Dividen (SPHD) in their 13F filings, down 13 from Q4 2024. 32 opened new positions and 41 sold out. The largest holders were Morgan Stanley ($146.9M), LPL Financial LLC ($139.6M) and Royal Bank of Canada ($57.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $20.3M |
| Exits | 41 | $38.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,569,081 shares bought and 1,964,611 shares sold, net +604,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| Morgan Stanley | 0.01% | Reduce -1.2% | 2,925,502 | $146.9M |
| LPL Financial LLC | 0.05% | Add +22.0% | 2,779,602 | $139.6M |
| Royal Bank of Canada | 0.01% | Add +1.8% | 1,151,885 | $57.9M |
| Ameriprise Financial Inc. | 0.02% | Add +61.7% | 1,138,820 | $57.2M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 1,106,516 | $55.6M |
| Financial Engines Advisors L.L.C. | 0.11% | Reduce -1.5% | 980,599 | $49.3M |
| Raymond James Financial Inc. | 0.01% | Add +14.3% | 685,522 | $34.4M |
| Franklin Resources Inc. | 0.01% | Add +1.2% | 667,317 | $33.5M |
| UBS Group AG | 0.01% | Add +14.8% | 616,165 | $30.9M |
| Wells Fargo & Company | 0.01% | Add +13.4% | 615,153 | $30.9M |
| FMR LLC | 0.00% | Reduce -18.8% | 544,613 | $27.4M |
| Avidian Wealth Enterprises, LLC | 0.94% | Reduce -3.5% | 420,252 | $21.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +41.9% | 419,999 | $21.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.6% | 400,459 | $20.1M |
| Barings LLC | 0.48% | Reduce -23.0% | 376,798 | $18.9M |
| Equitable Holdings, Inc. | 0.15% | Reduce -1.3% | 313,188 | $15.7M |
| Bank of Montreal | 0.01% | Reduce -2.6% | 307,445 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 304,324 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 294,312 | $14.8M |
| Stifel Financial Corp. | 0.01% | Reduce -39.2% | 250,666 | $12.6M |
| Osaic Holdings, Inc. | 0.03% | Add +2.0% | 228,346 | $11.5M |
| Shilanski & Associates, Inc. | 3.47% | Add +2.9% | 221,518 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.3% | 214,169 | $10.8M |
| WESPAC Advisors SoCal, LLC | 2.78% | Reduce -14.8% | 212,525 | $10.7M |
| Cetera Investment Advisers | 0.02% | Reduce -1.0% | 212,384 | $10.7M |
| Allworth Financial LP | 0.06% | Reduce -8.7% | 210,311 | $10.0M |
| XML Financial, LLC | 0.91% | Add +12.0% | 194,871 | $9.8M |
| Private Advisor Group, LLC | 0.06% | Add +2.4% | 192,089 | $9.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.7% | 168,094 | $8.4M |
| Jones Financial Companies LLLP | 0.01% | Add +47.0% | 166,679 | $8.3M |
| Prostatis Group LLC | 2.54% | Add +154.7% | 160,575 | $8.1M |
| Brookstone Capital Management | 0.11% | Add +7.9% | 158,095 | $7.9M |
| Retirement Financial Solutions, LLC | 3.06% | Add +16.9% | 156,686 | $7.9M |
| Leelyn Smith, LLC | 1.39% | Reduce -0.6% | 156,260 | $7.8M |
| Intrinsic Edge Capital Management LLC | 1.58% | New | 150,000 | $7.5M |
| Gunma Bank,Ltd. | 2.35% | No change | 145,000 | $7.3M |
| Truist Financial Corp. | 0.01% | Reduce -16.4% | 136,827 | $6.9M |
| Northside Capital Management, LLC | 1.08% | No change | 132,885 | $6.7M |
| Clal Insurance Enterprises Holdings Ltd | 0.06% | No change | 122,000 | $6.1M |
| Fusion Capital, LLC | 2.31% | Add +2.5% | 120,518 | $6.1M |
| NewEdge Advisors, LLC | 0.03% | Reduce -11.0% | 114,023 | $5.7M |
| Alpha Zero LLC | 4.18% | Add +42.6% | 109,184 | $5.5M |
| Creative Planning | 0.00% | Add +904.1% | 99,460 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -29.9% | 97,226 | $4.9M |
| Fortis Group Advisors, LLC | 0.93% | Add +244.7% | 95,639 | $4.8M |
| Oppenheimer & Co. Inc. | 0.07% | Add +4.9% | 90,841 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -5.9% | 89,206 | $4.5M |
| Geneos Wealth Management Inc. | 0.15% | Add +0.7% | 88,671 | $4.5M |
| Venture Visionary Partners LLC | 0.17% | Add +0.0% | 79,371 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +25.2% | 78,307 | $3.9M |
| Capital Investment Advisory Services, LLC | 0.33% | Reduce -2.6% | 73,753 | $3.7M |
| Delos Wealth Advisors, LLC | 2.80% | Add +0.4% | 70,482 | $3.5M |
| Park Edge Advisors, LLC | 0.97% | Reduce -0.9% | 69,300 | $3.5M |
| Sovran Advisors, LLC | 0.45% | Add +10.0% | 72,767 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +3.9% | 68,120 | $3.4M |
| Arete Wealth Advisors, LLC | 0.26% | Add +0.9% | 67,524 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +21.6% | 65,332 | $3.3M |
| LMCG Investments, LLC | 0.22% | Add +46.7% | 65,302 | $3.3M |
| David Kennon Inc | 1.29% | Reduce -7.6% | 64,414 | $3.2M |
| Atria Investments, Inc | 0.04% | Reduce -42.1% | 62,477 | $3.1M |
| Cookson Peirce & Co. Inc. | 0.15% | Reduce -3.2% | 58,769 | $3.0M |
| LM Advisors LLC | 0.53% | Add +0.9% | 58,022 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -13.6% | 56,983 | $2.9M |
| CreativeOne Wealth, LLC | 0.08% | Add +0.8% | 56,481 | $2.8M |
| Pinnacle Wealth Management Group, Inc. | 1.86% | Reduce -10.3% | 53,083 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.4% | 46,471 | $2.3M |
| SteelPeak Wealth, LLC | 0.10% | Reduce -38.3% | 46,236 | $2.3M |
| Tyche Wealth Partners LLC | 0.48% | Add +1.4% | 44,610 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -33.1% | 43,000 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +3.8% | 40,382 | $2.0M |
| Whalen Wealth Management Inc. | 1.34% | New | 39,885 | $2.0M |
| Lynx Investment Advisory | 1.34% | Add +0.6% | 39,875 | $2.0M |
| Private Trust Co. NA | 0.21% | Add +5.8% | 39,792 | $2.0M |
| GWN Securities Inc. | 0.11% | Add +610.2% | 42,044 | $2.0M |
| Washington Trust Bank | 0.20% | Add +179.5% | 39,536 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.5% | 39,412 | $2.0M |
| Silver Oak Securities, Incorporated | 0.19% | Add +14092.2% | 39,880 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Add +33.7% | 38,674 | $1.9M |
| Verity Asset Management, Inc. | 0.72% | Add +3.1% | 35,376 | $1.8M |
| Greenberg Financial Group | 0.74% | — | 35,618 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 35,156 | $1.8M |
| Arkadios Wealth Advisors | 0.07% | Add +178.2% | 34,743 | $1.7M |
| Atlas Legacy Advisors, LLC | 0.42% | Reduce -22.6% | 33,576 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +91.0% | 32,394 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +234.3% | 32,125 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 31,900 | $1.6M |
| Ascentis Independent Advisors | 0.30% | Add +15.6% | 30,470 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +185.8% | 30,296 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -4.0% | 30,285 | $1.5M |
| Patten & Patten Inc. | 0.10% | Reduce -6.4% | 28,875 | $1.5M |
| Brookwood Investment Group LLC | 0.25% | — | 28,518 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +43.1% | 28,200 | $1.4M |
| RDA Financial Network | 0.41% | Add +3.1% | 27,212 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -35.5% | 27,021 | $1.4M |
| Curran Financial Partners, LLC | 0.33% | Add +19.8% | 26,634 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +0.4% | 26,558 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +97.6% | 25,436 | $1.3M |
| Meritage Portfolio Management | 0.08% | Reduce -4.3% | 25,032 | $1.3M |
| Patten Group, Inc. | 0.29% | Reduce -0.6% | 24,862 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +2.1% | 24,421 | $1.2M |
| Summit Financial Wealth Advisors, LLC | 0.24% | Add +0.0% | 24,104 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +2.4% | 23,966 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +391.0% | 23,730 | $1.2M |
| CVA Family Office, LLC | 0.17% | Add +9.1% | 21,444 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 21,046 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -50.8% | 21,020 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | Reduce -50.8% | 21,020 | $1.1M |
| Sage Capital Management, LLC | 0.56% | Add +2.6% | 20,574 | $1.0M |
| L.M. Kohn & Company | 0.27% | Reduce -1.1% | 20,447 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Add +75.2% | 20,052 | $1.0M |
| Bleakley Financial Group, LLC | 0.03% | Add +18.3% | 19,520 | $980K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.1% | 19,341 | $972K |
| Sunbelt Securities, Inc. | 0.09% | Add +5.0% | 19,021 | $955K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.6% | 18,977 | $953K |
| DAVENPORT & Co LLC | 0.01% | Add +1.6% | 18,816 | $945K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 18,813 | $945K |
| Clarity Capital Partners LLC | 0.38% | Reduce -24.1% | 18,718 | $940K |
| Code Waechter LLC | 0.75% | No change | 18,155 | $912K |
| Integrity Alliance, Llc. | 0.04% | New | 17,759 | $892K |
| Quadrature Capital Ltd | 0.02% | New | 17,726 | $891K |
| Western Wealth Management, LLC | 0.06% | Add +0.1% | 17,452 | $877K |
| IMS Capital Management | 0.44% | Reduce -18.5% | 17,203 | $864K |
| McLean Asset Management Corp | 0.28% | No change | 19,434 | $862K |
| Golden State Wealth Management, LLC | 0.13% | Reduce -3.4% | 17,124 | $860K |
| Sfmg, LLC | 0.07% | No change | 17,011 | $854K |
| Composition Wealth, LLC | 0.02% | Add +58.6% | 16,914 | $850K |
| Koshinski Asset Management, Inc. | 0.07% | Add +1.7% | 16,281 | $818K |
| AlphaCore Capital LLC | 0.07% | New | 16,277 | $818K |
| AlphaStar Capital Management, LLC | 0.08% | Add +1.5% | 15,929 | $800K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +0.1% | 15,676 | $787K |
| Interactive Financial Advisors, Inc. | 0.41% | Add +0.2% | 15,326 | $770K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -12.7% | 15,301 | $769K |
| Portland Financial Advisors Inc | 1.96% | Add +12.8% | 15,252 | $766K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -2.1% | 15,201 | $764K |
| Lifeworks Advisors, LLC | 0.13% | No change | 15,162 | $762K |
| Investors Research Corp | 0.16% | Add +0.1% | 15,101 | $759K |
| Sigma Planning Corp | 0.02% | Reduce -33.8% | 15,088 | $758K |
| Colonial River Investments, LLC | 0.41% | New | 14,970 | $752K |
| Axxcess Wealth Management, LLC | 0.02% | New | 14,405 | $724K |
| HBW Advisory Services LLC | 0.10% | Reduce -6.8% | 14,367 | $722K |
| Prospera Financial Services Inc | 0.02% | Reduce -12.3% | 14,322 | $720K |
| TrueWealth Advisors, LLC | 0.23% | Reduce -2.1% | 14,200 | $713K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.0% | 14,198 | $713K |
| Curbstone Financial Management Corp | 0.15% | No change | 14,000 | $703K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -3.7% | 13,989 | $703K |
| Two Sigma Securities, LLC | 0.11% | Add +41.9% | 13,749 | $691K |
| Spire Wealth Management | 0.02% | Add +20.9% | 13,080 | $657K |
| Medallion Wealth Advisors, LLC | 0.30% | Add +11.1% | 13,045 | $654K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.10% | No change | 13,000 | $653K |
| Financial Advocates Investment Management | 0.05% | Add +0.8% | 12,957 | $651K |
| Cowa, LLC | 0.27% | Reduce -6.2% | 12,645 | $635K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -84.7% | 12,342 | $620K |
| Daiwa Securities Group Inc. | 0.00% | No change | 12,330 | $619K |
| Magnus Financial Group LLC | 0.06% | No change | 12,241 | $615K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.1% | 12,605 | $614K |
| Avior Wealth Management, LLC | 0.02% | Reduce -8.2% | 12,266 | $611K |
| Continuum Advisory, LLC | 0.08% | Add +12.6% | 12,149 | $610K |
| PFG Investments, LLC | 0.04% | Add +5.0% | 12,037 | $605K |
| Level Four Advisory Services, LLC | 0.02% | Add +31.1% | 11,981 | $602K |
| RVW Wealth, LLC | 0.06% | Reduce -2.0% | 11,920 | $599K |
| Signal Advisors Wealth, LLC | 0.06% | New | 11,769 | $591K |
| Whittier Trust Co. | 0.01% | No change | 11,300 | $567K |
| Compound Planning, Inc. | 0.03% | No change | 11,183 | $562K |
| Foguth Wealth Management, LLC. | 0.13% | New | 11,069 | $556K |
| Crescent Grove Advisors, LLC | 0.06% | Add +20.4% | 10,936 | $549K |
| Carnegie Investment Counsel | 0.01% | New | 12,060 | $546K |
| Financial Insights, Inc. | 0.22% | No change | 10,815 | $543K |
| Hilltop Holdings Inc. | 0.03% | Add +1.6% | 10,790 | $542K |
| Finward Bancorp | 0.47% | Reduce -1.9% | 10,782 | $542K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +4.0% | 10,765 | $541K |
| Runnymede Capital Advisors, Inc. | 0.52% | Reduce -4.5% | 10,711 | $538K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | No change | 10,284 | $517K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +87.0% | 10,220 | $513K |
| Cerity Partners LLC | 0.00% | Add +1.0% | 10,072 | $506K |
| BNP Paribas Financial Markets | 0.00% | Add +250775.0% | 10,035 | $504K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.6% | 9,946 | $497K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.8% | 9,849 | $495K |
| International Assets Investment Management, LLC | 0.04% | Reduce -20.4% | 9,707 | $488K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.8% | 9,698 | $487K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.8% | 9,698 | $487K |
| Apollon Financial, LLC | 0.11% | Reduce -8.6% | 9,389 | $472K |
| Shulman DeMeo Asset Management LLC | 0.13% | Reduce -0.7% | 9,260 | $465K |
| WMG Financial Advisors, LLC | 0.19% | Reduce -39.7% | 9,103 | $457K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -23.3% | 8,966 | $450K |
| Realta Investment Advisors | 0.20% | Add +5.3% | 8,921 | $448K |
| Wealthfront Advisers LLC | 0.00% | Add +1.9% | 8,673 | $436K |
| Quartz Partners, LLC | 0.26% | Add +13.1% | 8,524 | $428K |
| &partners | 0.00% | Add +2.6% | 8,455 | $419K |
| Brown, Lisle/Cummings, Inc. | 0.12% | Add +4.1% | 8,300 | $417K |
| AQR Capital Management | 0.00% | New | 8,288 | $416K |
| One Capital Management, LLC | 0.01% | New | 8,250 | $414K |
| Essex Financial Services, Inc. | 0.03% | Add +4.0% | 8,137 | $409K |
| Second Half Financial Partners, LLC | 0.20% | Reduce -4.8% | 8,115 | $408K |
| IFG Advisory, LLC | 0.02% | Add +7.0% | 8,069 | $405K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -2.3% | 7,977 | $401K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.8% | 7,772 | $390K |
| Kovack Advisors, Inc. | 0.04% | Add +7.8% | 7,723 | $388K |
| EPG Wealth Management LLC | 0.11% | Reduce -27.1% | 7,695 | $387K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.2% | 7,437 | $374K |
| Guardian Asset Advisors, LLC | 0.24% | Add +0.3% | 7,398 | $372K |
| Prairie Wealth Advisors, Inc. | 0.18% | Add +7.3% | 7,339 | $369K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +12.4% | 7,318 | $368K |
| Wealth Alliance, LLC | 0.04% | Add +0.8% | 7,307 | $367K |
| Eagle Strategies LLC | 0.06% | Add +1.3% | 7,285 | $366K |
| Independent Financial Group, LLC | 0.01% | Add +0.4% | 6,988 | $351K |
| Alpha Financial Partners LLC | 0.28% | Add +0.8% | 6,918 | $347K |
| Lanark Financial, Inc. | 0.03% | — | 6,735 | $338K |
| Comerica Bank | 0.00% | Reduce -9.7% | 6,643 | $334K |
| Modern Wealth Management, LLC | 0.01% | Reduce -7.8% | 6,615 | $332K |
| NCM Capital Management, LLC | 0.15% | Reduce -3.0% | 6,500 | $326K |
| Smith, Moore & Co. | 0.03% | Add +3.2% | 6,375 | $320K |
| Safe Harbor Fiduciary, LLC | 0.33% | No change | 6,358 | $319K |
| Sykon Capital LLC | 0.12% | New | 6,308 | $317K |
| Harmony Asset Management LLC | 0.13% | No change | 6,179 | $310K |
| Haverford Trust Co | 0.00% | No change | 6,000 | $301K |
| Stratos Investment Management, LLC | 0.02% | No change | 5,991 | $301K |
| HRT Financial LP | 0.00% | New | 5,970 | $299K |
| Herold Advisors, Inc. | 0.07% | Add +0.1% | 5,943 | $299K |
| Waterloo Capital, L.P. | 0.03% | Reduce -1.8% | 5,908 | $297K |
| Advisory Services Network, LLC | 0.01% | Add +1.7% | 5,860 | $294K |
| Focus Partners Wealth | 0.00% | Reduce -6.7% | 5,819 | $292K |
| N.E.W. Advisory Services LLC | 0.02% | New | 5,807 | $292K |
| Focus Financial Network, Inc. | 0.01% | Add +0.8% | 5,689 | $286K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 5,650 | $284K |
| Pacific Sun Financial Corp | 0.16% | Reduce -0.7% | 5,520 | $277K |
| Joseph P. Lucia & Associates, LLC | 0.12% | No change | 5,385 | $270K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,407 | $270K |
| First Foundation Advisors | 0.01% | Reduce -16.8% | 5,339 | $268K |
| BOS Asset Management, LLC | 0.09% | No change | 5,312 | $267K |
| Mgo One Seven LLC | 0.01% | Reduce -1.5% | 5,298 | $266K |
| Meridian Wealth Advisors, LLC | 0.04% | No change | 5,250 | $264K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,127 | $258K |
| Tyler-Stone Wealth Management | 0.05% | No change | 5,100 | $256K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -0.7% | 4,952 | $249K |
| Citigroup Inc. | 0.00% | Reduce -68.7% | 4,937 | $248K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.8% | 4,906 | $246K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 4,877 | $245K |
| Good Life Advisors, LLC | 0.02% | New | 4,869 | $245K |
| Cwm, LLC | 0.00% | Reduce -29.6% | 4,797 | $241K |
| Grandview Asset Management LLC | 0.09% | Add +7.9% | 4,760 | $239K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -86.1% | 4,713 | $237K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +3.5% | 4,698 | $236K |
| Lido Advisors, LLC | 0.00% | New | 4,677 | $235K |
| Caldwell Trust Co | 0.02% | No change | 4,553 | $229K |
| Y.D. More Investments Ltd | 0.02% | Add +904.4% | 4,520 | $227K |
| ORG Partners LLC | 0.06% | No change | 4,500 | $225K |
| NFSG Corp | 0.05% | Reduce -11.8% | 4,416 | $222K |
| Berkeley Capital Partners, LLC | 0.06% | Reduce -2.1% | 4,377 | $220K |
| US Bancorp \de | 0.00% | Add +62.3% | 4,376 | $220K |
| Milestone Asset Management, LLC | 0.05% | Reduce -0.5% | 4,340 | $218K |
| Principle Wealth Partners LLC | 0.02% | No change | 4,272 | $215K |
| Armbruster Capital Management, Inc. | 0.04% | Add +0.1% | 4,234 | $213K |
| Heritage Trust Co | 0.03% | Reduce -8.2% | 4,180 | $210K |
| Aft, Forsyth & Company, Inc. | 0.11% | Add +0.2% | 4,155 | $209K |
| Money Concepts Capital Corp. | 0.02% | Reduce -2.2% | 4,146 | $208K |
| PDS Planning, Inc | 0.02% | Add +0.1% | 4,110 | $206K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 4,070 | $204K |
| Independent Wealth Network Inc. | 0.08% | New | 4,036 | $203K |
| Northern Trust Corp. | 0.00% | Reduce -10.8% | 4,015 | $202K |
| Norris Financial Group, LLC | 0.09% | New | 4,009 | $201K |
| Advisory Alpha, LLC | 0.01% | New | 3,997 | $201K |
| Citadel Advisors | 0.00% | Reduce -96.5% | 3,899 | $196K |
| IFP Advisors, Inc | 0.01% | Reduce -4.1% | 3,812 | $192K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,781 | $190K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,682 | $185K |
| Deutsche Bank AG | 0.00% | No change | 3,311 | $166K |
| Copia Wealth Management | 0.15% | Add +129.5% | 3,275 | $165K |
| Olistico Wealth, LLC | 0.10% | Add +0.1% | 3,169 | $159K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -5.4% | 2,929 | $147K |
| AE Wealth Management LLC | 0.00% | Add +18.7% | 2,915 | $146K |
| Blair William & Co. | 0.00% | Add +0.2% | 2,889 | $145K |
| Fifth Third Bancorp | 0.00% | No change | 2,733 | $137K |
| Consultiva Wealth Management, Corp. | 0.44% | No change | 2,573 | $129K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -0.1% | 2,401 | $121K |
| Principal Securities, Inc. | 0.00% | No change | 2,385 | $115K |
| Arax Advisory Partners | 0.01% | Reduce -35.0% | 2,173 | $109K |
| Provident Wealth Management, LLC | 0.04% | Reduce -3.2% | 2,152 | $108K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -7.2% | 2,105 | $106K |
| Crews Bank & Trust | 0.02% | No change | 2,100 | $105K |
| Robinswood Financial LLC | 0.04% | Reduce -38.0% | 2,074 | $104K |
| Tsfg, LLC | 0.02% | No change | 2,001 | $101K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,000 | $100K |
| IFS Advisors, LLC | 0.08% | No change | 1,987 | $100K |
| Cooksen Wealth, LLC | 0.10% | New | 2,172 | $96K |
| Optimum Investment Advisors | 0.04% | No change | 1,853 | $93K |
| Cedar Wealth Management, LLC | 0.03% | No change | 1,610 | $81K |
| Bellevue Asset Management, LLC | 0.04% | Add +0.5% | 1,580 | $79K |
| Capital Analysts, LLC | 0.00% | Reduce -3.1% | 1,485 | $75K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,417 | $71K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,407 | $71K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,375 | $69K |
| 10Elms LLP | 0.08% | No change | 1,363 | $68K |
| Luminist Capital LLC | 0.07% | New | 1,367 | $68K |
| Financial Perspectives, Inc | 0.02% | No change | 1,226 | $62K |
| Atticus Wealth Management, LLC | 0.02% | Add +0.8% | 1,217 | $61K |
| Tidemark, LLC | 0.02% | No change | 1,207 | $61K |
| MPWM Advisory Solutions, LLC | 0.04% | Add +0.8% | 1,132 | $57K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 1,102 | $55K |
| Blue Trust, Inc. | 0.00% | Add +74.2% | 906 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 900 | $45K |
| Nalls Sherbakoff Group, LLC | 0.04% | — | 861 | $43K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.9% | 802 | $40K |
| Russell Investments Group, Ltd. | 0.00% | No change | 766 | $38K |
| Creekmur Asset Management LLC | 0.01% | Add +0.8% | 744 | $37K |
| Financial Freedom, LLC | 0.02% | Add +0.4% | 743 | $37K |
| Gables Capital Management Inc. | 0.02% | No change | 724 | $36K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 690 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 670 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 701 | $34K |
| MAI Capital Management | 0.00% | No change | 625 | $31K |
| Westside Investment Management, Inc. | 0.01% | No change | 560 | $28K |
| Archer Investment Corp | 0.01% | No change | 550 | $28K |
| MCF Advisors LLC | 0.00% | No change | 541 | $27K |
| Bessemer Group Inc. | 0.00% | No change | 529 | $27K |
| Trust Co | 0.00% | No change | 530 | $27K |
| Key Financial Inc | 0.01% | No change | 500 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.9% | 423 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 400 | $20K |
| Vision Financial Markets LLC | 0.02% | No change | 384 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 417 | $19K |
| Founders Financial Alliance, LLC | 0.00% | No change | 317 | $16K |
| Global Trust Asset Management, LLC | 0.01% | No change | 300 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 300 | $15K |
| Arlington Trust Co LLC | 0.00% | New | 280 | $14K |
| Valley National Advisers Inc. | 0.00% | Add +0.7% | 297 | $14K |
| Painted Porch Advisors LLC | 0.01% | Reduce -15.6% | 277 | $14K |
| City Holding Co. | 0.00% | No change | 270 | $14K |
| Assetmark, Inc. | 0.00% | No change | 261 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 255 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.4% | 237 | $11K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 214 | $11K |
| Aventura Private Wealth, LLC | 0.00% | Add +1.1% | 186 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 150 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 127 | $6K |
| AllSquare Wealth Management LLC | 0.00% | No change | 118 | $6K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 100 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 64 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -90.4% | 53 | $3K |
| North Capital, Inc. | 0.00% | — | 35 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 35 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 25 | $1K |
| Signaturefd, LLC | 0.00% | No change | 23 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 19 | $954 |
| GAMMA Investing LLC | 0.00% | New | 13 | $653 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 13 | $641 |
| Virtus Advisers, LLC | 0.00% | New | 5 | $251 |
| Proathlete Wealth Management LLC | 0.00% | New | 3 | $151 |
| Hollencrest Capital Management | 0.00% | No change | 3 | $151 |
| Transce3nd, LLC | 0.00% | No change | 2 | $100 |
| Brooklyn Investment Group | 0.00% | Reduce -100.0% | 1 | $51 |
"% 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.