Invesco S&P 500 High DividenSPHDETF
13F holders, Q2 2025 (June 30)339holders −11
17new positions
32sold out
3famous investors
$47.61avg. 13F price*
At the end of Q2 2025, 339 institutions reported holding Invesco S&P 500 High Dividen (SPHD) in their 13F filings, down 11 from Q1 2025. 17 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($139.2M), LPL Financial LLC ($117.8M) and Bank of America Corp. ($52.8M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $14.6M |
| Exits | 32 | $33.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,379,003 shares bought and 4,082,672 shares sold, net −2,703,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 339 holders
| Morgan Stanley | 0.01% | Add +0.1% | 2,927,468 | $139.2M |
| LPL Financial LLC | 0.04% | Reduce -10.9% | 2,477,313 | $117.8M |
| Bank of America Corp. | 0.00% | Add +0.3% | 1,109,919 | $52.8M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -2.7% | 953,740 | $45.4M |
| Raymond James Financial Inc. | 0.01% | Add +10.3% | 755,806 | $35.9M |
| Franklin Resources Inc. | 0.01% | Add +5.5% | 703,661 | $33.5M |
| Royal Bank of Canada | 0.01% | Reduce -43.6% | 649,590 | $30.9M |
| Wells Fargo & Company | 0.01% | Reduce -12.4% | 538,628 | $25.6M |
| UBS Group AG | 0.01% | Reduce -18.9% | 499,936 | $23.8M |
| Avidian Wealth Enterprises, LLC | 0.85% | Add +4.1% | 437,540 | $20.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -64.8% | 401,007 | $19.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.0% | 371,209 | $17.6M |
| FMR LLC | 0.00% | Reduce -36.0% | 348,467 | $16.6M |
| Equitable Holdings, Inc. | 0.12% | Add +1.6% | 318,131 | $15.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -32.0% | 285,471 | $13.6M |
| Bank of Montreal | 0.01% | Reduce -14.2% | 263,884 | $12.6M |
| Private Advisor Group, LLC | 0.06% | Add +25.9% | 241,738 | $11.5M |
| Stifel Financial Corp. | 0.01% | Reduce -7.3% | 232,329 | $11.0M |
| Shilanski & Associates, Inc. | 3.04% | Add +0.8% | 223,369 | $10.6M |
| Cetera Investment Advisers | 0.02% | Add +4.6% | 222,212 | $10.6M |
| Jones Financial Companies LLLP | 0.01% | Add +31.6% | 219,283 | $10.4M |
| BTS Asset Management, Inc. | 12.27% | New | 214,253 | $10.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.4% | 207,929 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -10.3% | 204,709 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -5.4% | 202,522 | $9.6M |
| Allworth Financial LP | 0.05% | Reduce -4.1% | 201,773 | $9.6M |
| Intrinsic Edge Capital Management LLC | 1.44% | Add +33.3% | 200,000 | $9.5M |
| XML Financial, LLC | 0.82% | Add +1.7% | 198,202 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.6% | 163,751 | $7.8M |
| Leelyn Smith, LLC | 1.25% | Add +2.5% | 160,252 | $7.6M |
| Retirement Financial Solutions, LLC | 2.61% | Reduce -0.5% | 155,895 | $7.4M |
| Brookstone Capital Management | 0.09% | Reduce -7.2% | 146,762 | $7.0M |
| Gunma Bank,Ltd. | 2.25% | No change | 145,000 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +1324.3% | 140,275 | $6.7M |
| Northside Capital Management, LLC | 0.48% | No change | 132,885 | $6.3M |
| Fortis Group Advisors, LLC | 1.09% | Add +31.5% | 125,770 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -8.7% | 124,924 | $5.9M |
| Fusion Capital, LLC | 2.01% | Add +2.3% | 123,321 | $5.9M |
| Foguth Wealth Management, LLC. | 1.19% | Add +959.1% | 117,235 | $5.6M |
| Signal Advisors Wealth, LLC | 0.43% | Add +886.5% | 116,096 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +1.1% | 115,283 | $5.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -75.2% | 99,283 | $4.7M |
| Geneos Wealth Management Inc. | 0.11% | Add +5.8% | 93,787 | $4.5M |
| Oppenheimer & Co. Inc. | 0.06% | Add +2.4% | 93,025 | $4.4M |
| Waverly Advisors, LLC | 0.05% | Add +140.1% | 92,837 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +797.2% | 90,036 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.5% | 88,743 | $4.2M |
| Clal Insurance Enterprises Holdings Ltd | 0.04% | Reduce -30.0% | 85,400 | $4.1M |
| Creative Planning | 0.00% | Reduce -14.9% | 84,674 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.4% | 82,296 | $4.0M |
| Venture Visionary Partners LLC | 0.14% | Add +0.0% | 79,383 | $3.8M |
| Sovran Advisors, LLC | 0.38% | Add +1.7% | 74,036 | $3.6M |
| LMCG Investments, LLC | 0.22% | Add +13.0% | 73,783 | $3.5M |
| Capital Investment Advisory Services, LLC | 0.29% | Reduce -0.2% | 73,600 | $3.5M |
| Arete Wealth Advisors, LLC | 0.24% | Add +4.1% | 70,288 | $3.3M |
| CreativeOne Wealth, LLC | 0.09% | Add +21.6% | 68,700 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.9% | 67,856 | $3.2M |
| WESPAC Advisors SoCal, LLC | 0.70% | Reduce -69.2% | 65,542 | $3.1M |
| Delos Wealth Advisors, LLC | 2.43% | Reduce -7.2% | 65,408 | $3.1M |
| Stonebridge Wealth Management, LLC | 2.98% | — | 65,041 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -18.7% | 63,666 | $3.0M |
| David Kennon Inc | 1.11% | Reduce -2.8% | 62,632 | $3.0M |
| Alpha Zero LLC | 1.93% | Reduce -42.8% | 62,416 | $3.0M |
| Cookson Peirce & Co. Inc. | 0.12% | Add +0.6% | 59,127 | $2.8M |
| Mariner, LLC | 0.00% | Add +2.3% | 58,297 | $2.8M |
| LM Advisors LLC | 0.34% | Reduce -4.1% | 55,624 | $2.6M |
| Pinnacle Wealth Management Group, Inc. | 1.50% | Add +3.9% | 55,176 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +15.8% | 46,772 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.0% | 44,598 | $2.1M |
| Lynx Investment Advisory | 1.38% | Add +11.8% | 44,567 | $2.1M |
| Tyche Wealth Partners LLC | 0.41% | Reduce -4.2% | 42,756 | $2.0M |
| Washington Trust Bank | 0.16% | Add +0.5% | 39,746 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.1% | 38,964 | $1.9M |
| Atlas Legacy Advisors, LLC | 0.39% | Add +11.9% | 37,582 | $1.8M |
| Greenberg Financial Group | 0.67% | Reduce -1.8% | 34,983 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 35,602 | $1.7M |
| Private Trust Co. NA | 0.16% | Reduce -10.8% | 35,496 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +14.3% | 34,631 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +5.4% | 34,146 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +39.4% | 33,074 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +1.2% | 32,509 | $1.5M |
| Curran Financial Partners, LLC | 0.32% | Add +14.8% | 30,565 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Reduce -14.5% | 29,709 | $1.4M |
| Park Edge Advisors, LLC | 0.35% | Reduce -58.6% | 28,696 | $1.4M |
| Patten & Patten Inc. | 0.09% | Reduce -0.8% | 28,650 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.8% | 28,578 | $1.4M |
| Brookwood Investment Group LLC | 0.22% | Reduce -0.8% | 28,286 | $1.3M |
| GTS Securities LLC | 0.06% | New | 28,070 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -8.4% | 27,732 | $1.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.8% | 27,400 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +2.8% | 27,291 | $1.3M |
| RDA Financial Network | 0.35% | No change | 27,212 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | New | 26,809 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Add +6.8% | 26,072 | $1.2M |
| Patten Group, Inc. | 0.25% | Add +1.8% | 25,312 | $1.2M |
| Colonial River Investments, LLC | 0.51% | Add +61.7% | 24,210 | $1.2M |
| Summit Financial Wealth Advisors, LLC | 0.21% | Add +2.0% | 24,577 | $1.2M |
| Crescent Grove Advisors, LLC | 0.11% | Add +121.9% | 24,268 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +0.9% | 24,187 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.8% | 24,158 | $1.1M |
| Meritage Portfolio Management | 0.07% | Reduce -4.7% | 23,847 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -8.0% | 23,393 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +60.0% | 23,052 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -63.2% | 22,980 | $1.1M |
| L.M. Kohn & Company | 0.28% | Add +5.7% | 21,619 | $1.0M |
| CVA Family Office, LLC | 0.14% | Reduce -0.4% | 21,365 | $1.0M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -55.5% | 20,583 | $979K |
| McLean Asset Management Corp | 0.25% | Add +1.1% | 19,653 | $956K |
| Sage Capital Management, LLC | 0.46% | Reduce -2.6% | 20,028 | $953K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.1% | 19,744 | $939K |
| Kestra Investment Management, LLC | 0.03% | Reduce -7.0% | 19,541 | $929K |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.0% | 19,541 | $929K |
| Lifeworks Advisors, LLC | 0.14% | Add +25.9% | 19,096 | $908K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.1% | 18,957 | $902K |
| Citigroup Inc. | 0.00% | Add +276.7% | 18,597 | $884K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.6% | 18,506 | $880K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -73.0% | 18,405 | $875K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -4.7% | 18,119 | $875K |
| Code Waechter LLC | 0.61% | No change | 18,155 | $863K |
| Western Wealth Management, LLC | 0.05% | Reduce -0.2% | 17,422 | $829K |
| HB Wealth Management, LLC | 0.01% | Reduce -14.7% | 17,103 | $813K |
| Sfmg, LLC | 0.06% | No change | 17,011 | $809K |
| Global Retirement Partners, LLC | 0.02% | — | 16,555 | $787K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -15.6% | 16,480 | $784K |
| Ascentis Independent Advisors | 0.15% | Reduce -45.9% | 16,474 | $783K |
| Composition Wealth, LLC | 0.01% | Reduce -3.0% | 16,400 | $780K |
| Koshinski Asset Management, Inc. | 0.06% | Add +0.1% | 16,303 | $775K |
| Sigma Planning Corp | 0.02% | Add +5.5% | 15,914 | $757K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.1% | 15,659 | $745K |
| IMS Capital Management | 0.34% | Reduce -11.1% | 15,299 | $728K |
| Golden State Wealth Management, LLC | 0.09% | Reduce -10.7% | 15,299 | $728K |
| Investors Research Corp | 0.14% | Add +1.1% | 15,269 | $726K |
| Portland Financial Advisors Inc | 1.74% | No change | 15,252 | $725K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.3% | 15,002 | $713K |
| AlphaStar Capital Management, LLC | 0.05% | Reduce -6.7% | 14,860 | $707K |
| Prospera Financial Services Inc | 0.01% | Add +2.8% | 14,727 | $701K |
| Interactive Financial Advisors, Inc. | 0.34% | Reduce -4.1% | 14,694 | $699K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -4.9% | 14,547 | $692K |
| Tocqueville Asset Management L.P. | 0.01% | Add +2.8% | 14,374 | $684K |
| Wealthspire Advisors, LLC | 0.00% | No change | 14,198 | $675K |
| HBW Advisory Services LLC | 0.08% | Reduce -1.8% | 14,116 | $671K |
| Curbstone Financial Management Corp | 0.14% | No change | 14,000 | $666K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -2.9% | 13,786 | $656K |
| AlphaCore Capital LLC | 0.02% | Reduce -15.7% | 13,723 | $653K |
| Medallion Wealth Advisors, LLC | 0.24% | No change | 13,045 | $624K |
| Level Four Advisory Services, LLC | 0.02% | Add +7.7% | 12,906 | $614K |
| Cowa, LLC | 0.23% | Add +0.6% | 12,714 | $605K |
| Financial Advocates Investment Management | 0.05% | Reduce -2.0% | 12,692 | $604K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +167.7% | 12,616 | $600K |
| Daiwa Securities Group Inc. | 0.00% | Add +1.4% | 12,500 | $595K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +21.5% | 12,421 | $591K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +65.4% | 12,304 | $585K |
| Magnus Financial Group LLC | 0.05% | No change | 12,241 | $582K |
| PFG Investments, LLC | 0.03% | Reduce -0.4% | 11,986 | $570K |
| RVW Wealth, LLC | 0.05% | No change | 11,920 | $567K |
| International Assets Investment Management, LLC | 0.05% | Add +22.6% | 11,896 | $566K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -6.3% | 11,810 | $562K |
| Whittier Trust Co. | 0.01% | No change | 11,300 | $537K |
| Compound Planning, Inc. | 0.02% | No change | 11,183 | $532K |
| HRT Financial LP | 0.00% | Add +85.3% | 11,063 | $526K |
| Wealthfront Advisers LLC | 0.00% | Add +26.1% | 10,939 | $520K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +1.4% | 10,917 | $519K |
| Financial Insights, Inc. | 0.19% | Add +0.9% | 10,915 | $519K |
| Finward Bancorp | 0.40% | Reduce -1.6% | 10,612 | $505K |
| Carnegie Investment Counsel | 0.01% | Reduce -14.5% | 10,315 | $491K |
| NCM Capital Management, LLC | 0.20% | Add +57.1% | 10,213 | $490K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.08% | Reduce -20.8% | 10,300 | $490K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | No change | 10,284 | $489K |
| Hilltop Holdings Inc. | 0.03% | Reduce -7.0% | 10,040 | $478K |
| Avior Wealth Management, LLC | 0.02% | Reduce -17.8% | 10,088 | $475K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.7% | 9,956 | $474K |
| Integrity Alliance, Llc. | 0.03% | Reduce -44.8% | 9,801 | $466K |
| Citadel Advisors | 0.00% | Add +148.3% | 9,680 | $460K |
| WBH Advisory Inc. | 0.04% | New | 9,663 | $460K |
| &partners | 0.00% | Add +11.6% | 9,432 | $449K |
| Essex Financial Services, Inc. | 0.03% | Add +15.2% | 9,370 | $446K |
| WMG Financial Advisors, LLC | 0.16% | Add +2.7% | 9,348 | $445K |
| Spire Wealth Management | 0.02% | Reduce -28.9% | 9,306 | $443K |
| Apollon Financial, LLC | 0.09% | Reduce -1.5% | 9,249 | $440K |
| Shulman DeMeo Asset Management LLC | 0.11% | Reduce -0.5% | 9,218 | $438K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.4% | 9,112 | $433K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -26.5% | 9,074 | $432K |
| Realta Investment Advisors | 0.17% | Add +0.9% | 9,003 | $428K |
| UNIVEST FINANCIAL Corp | 0.03% | No change | 8,966 | $426K |
| Eagle Strategies LLC | 0.06% | Add +18.5% | 8,635 | $411K |
| Quartz Partners, LLC | 0.19% | No change | 8,524 | $405K |
| Prostatis Group LLC | 0.11% | Reduce -94.8% | 8,363 | $398K |
| Brown, Lisle/Cummings, Inc. | 0.10% | No change | 8,300 | $395K |
| Second Half Financial Partners, LLC | 0.18% | No change | 8,115 | $386K |
| IFG Advisory, LLC | 0.02% | No change | 8,069 | $384K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +41.6% | 8,003 | $381K |
| Cerity Partners LLC | 0.00% | Reduce -22.6% | 7,799 | $371K |
| Kovack Advisors, Inc. | 0.04% | Add +0.7% | 7,774 | $370K |
| Renaissance Technologies | 0.00% | Reduce -82.1% | 7,700 | $366K |
| Prairie Wealth Advisors, Inc. | 0.15% | Add +3.8% | 7,614 | $362K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -6.3% | 7,476 | $356K |
| Guardian Asset Advisors, LLC | 0.20% | Add +0.4% | 7,425 | $353K |
| Wealth Alliance, LLC | 0.04% | Add +0.9% | 7,375 | $351K |
| Runnymede Capital Advisors, Inc. | 0.32% | Reduce -31.2% | 7,371 | $351K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.1% | 7,324 | $348K |
| Focus Partners Wealth | 0.00% | Add +23.0% | 7,159 | $340K |
| Independent Financial Group, LLC | 0.01% | Add +0.7% | 7,034 | $335K |
| Tudor Investment Corporation | 0.00% | New | 6,552 | $312K |
| Two Sigma Securities, LLC | 0.04% | Reduce -53.1% | 6,451 | $307K |
| Comerica Bank | 0.00% | Reduce -3.1% | 6,437 | $306K |
| Safe Harbor Fiduciary, LLC | 0.28% | Reduce -0.1% | 6,355 | $302K |
| US Bancorp \de | 0.00% | Add +41.6% | 6,198 | $295K |
| Harmony Asset Management LLC | 0.11% | No change | 6,179 | $294K |
| Smith, Moore & Co. | 0.02% | Reduce -3.1% | 6,175 | $294K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +28.6% | 6,044 | $287K |
| Haverford Trust Co | 0.00% | No change | 6,000 | $285K |
| Stratos Investment Management, LLC | 0.01% | No change | 5,991 | $285K |
| Herold Advisors, Inc. | 0.06% | Add +0.1% | 5,948 | $283K |
| Cwm, LLC | 0.00% | Add +20.9% | 5,797 | $276K |
| Lanark Financial, Inc. | 0.02% | Reduce -13.9% | 5,797 | $275K |
| Focus Financial Network, Inc. | 0.01% | Add +1.0% | 5,744 | $273K |
| Copia Wealth Management | 0.23% | Add +74.0% | 5,699 | $271K |
| Continuum Advisory, LLC | 0.03% | Reduce -54.2% | 5,562 | $265K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.3% | 5,426 | $262K |
| Pacific Sun Financial Corp | 0.14% | Reduce -1.1% | 5,460 | $260K |
| First Foundation Advisors | 0.01% | Add +0.9% | 5,388 | $256K |
| Joseph P. Lucia & Associates, LLC | 0.10% | No change | 5,385 | $256K |
| Advisory Services Network, LLC | 0.00% | Reduce -8.9% | 5,340 | $255K |
| Triton Wealth Management, PLLC | 0.11% | — | 5,152 | $252K |
| Mgo One Seven LLC | 0.01% | No change | 5,298 | $252K |
| Clarity Capital Partners LLC | 0.09% | Reduce -71.7% | 5,289 | $252K |
| Meridian Wealth Advisors, LLC | 0.04% | No change | 5,250 | $250K |
| Waterloo Capital, L.P. | 0.02% | Reduce -12.9% | 5,147 | $245K |
| Summit Financial, LLC | 0.01% | New | 5,118 | $243K |
| Tyler-Stone Wealth Management | 0.04% | No change | 5,100 | $243K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.0% | 4,954 | $236K |
| Good Life Advisors, LLC | 0.01% | Add +1.7% | 4,950 | $235K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.0% | 4,907 | $233K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 4,877 | $232K |
| Bridgewealth Advisory Group, LLC | 0.06% | New | 4,800 | $228K |
| Grandview Asset Management LLC | 0.07% | Add +0.9% | 4,804 | $228K |
| ORG Partners LLC | 0.05% | No change | 4,500 | $217K |
| Caldwell Trust Co | 0.02% | No change | 4,553 | $217K |
| NorthCoast Asset Management LLC | 0.00% | New | 4,445 | $211K |
| Strategy Asset Managers LLC | 0.04% | New | 4,358 | $207K |
| Principle Wealth Partners LLC | 0.01% | No change | 4,272 | $203K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +71.0% | 4,107 | $195K |
| Y.D. More Investments Ltd | 0.01% | Reduce -8.8% | 4,120 | $195K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.1% | 3,945 | $188K |
| Glenmede Investment Management, LP | 0.00% | — | 3,781 | $180K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,682 | $175K |
| IFP Advisors, Inc | 0.00% | Reduce -6.2% | 3,577 | $170K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -41.4% | 3,406 | $162K |
| Deutsche Bank AG | 0.00% | Reduce -3.2% | 3,206 | $152K |
| Olistico Wealth, LLC | 0.08% | Add +0.1% | 3,173 | $151K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +0.1% | 2,933 | $139K |
| AE Wealth Management LLC | 0.00% | Reduce -0.2% | 2,908 | $138K |
| Blair William & Co. | 0.00% | Reduce -4.1% | 2,770 | $132K |
| Fifth Third Bancorp | 0.00% | No change | 2,733 | $130K |
| Principal Securities, Inc. | 0.00% | Add +8.3% | 2,583 | $123K |
| Consultiva Wealth Management, Corp. | 0.38% | No change | 2,573 | $122K |
| Crews Bank & Trust | 0.02% | Add +22.1% | 2,565 | $122K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -87.3% | 2,389 | $114K |
| Provident Wealth Management, LLC | 0.03% | No change | 2,152 | $102K |
| Robinswood Financial LLC | 0.04% | Add +0.9% | 2,093 | $100K |
| IFS Advisors, LLC | 0.07% | Add +4.3% | 2,072 | $99K |
| Cooksen Wealth, LLC | 0.08% | Reduce -6.7% | 2,026 | $96K |
| Tsfg, LLC | 0.02% | No change | 2,001 | $95K |
| Optimum Investment Advisors | 0.04% | No change | 1,853 | $88K |
| Capital Analysts, LLC | 0.00% | Add +23.1% | 1,828 | $87K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +330.7% | 1,822 | $87K |
| Arax Advisory Partners | 0.00% | Reduce -18.1% | 1,779 | $85K |
| Cedar Wealth Management, LLC | 0.03% | No change | 1,610 | $77K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -23.9% | 1,602 | $76K |
| Bellevue Asset Management, LLC | 0.04% | Add +0.4% | 1,587 | $76K |
| MGB Wealth Management, LLC | 0.02% | No change | 1,417 | $67K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,407 | $67K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,375 | $65K |
| 10Elms LLP | 0.07% | No change | 1,363 | $65K |
| Choate Investment Advisors | 0.00% | New | 1,350 | $64K |
| Luminist Capital LLC | 0.06% | Reduce -7.7% | 1,262 | $61K |
| Atticus Wealth Management, LLC | 0.02% | Add +0.9% | 1,228 | $58K |
| Financial Perspectives, Inc | 0.02% | No change | 1,226 | $58K |
| NFSG Corp | 0.01% | Reduce -72.5% | 1,214 | $58K |
| Tidemark, LLC | 0.02% | No change | 1,207 | $57K |
| Brooklyn Investment Group | 0.01% | Add +117900.0% | 1,180 | $56K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 1,102 | $52K |
| Westside Investment Management, Inc. | 0.01% | Add +77.0% | 991 | $47K |
| Blue Trust, Inc. | 0.00% | Add +1.0% | 915 | $43K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 900 | $43K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 861 | $41K |
| Clearstead Advisors, LLC | 0.00% | No change | 802 | $38K |
| Creekmur Asset Management LLC | 0.01% | Add +0.9% | 751 | $36K |
| Financial Freedom, LLC | 0.02% | Add +0.7% | 748 | $36K |
| Gables Capital Management Inc. | 0.02% | No change | 724 | $34K |
| Creative Financial Designs Inc. | 0.00% | Add +3.5% | 714 | $34K |
| MPWM Advisory Solutions, LLC | 0.02% | Reduce -39.1% | 689 | $33K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 670 | $32K |
| MAI Capital Management | 0.00% | Add +3.0% | 644 | $31K |
| Archer Investment Corp | 0.01% | No change | 550 | $26K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -98.6% | 550 | $26K |
| MCF Advisors LLC | 0.00% | No change | 541 | $26K |
| Trust Co | 0.00% | No change | 530 | $25K |
| Bessemer Group Inc. | 0.00% | No change | 529 | $25K |
| Key Financial Inc | 0.00% | No change | 500 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 418 | $20K |
| Boreal Capital Management LLC | 0.02% | — | 400 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 400 | $19K |
| Vision Financial Markets LLC | 0.02% | No change | 384 | $18K |
| Aspect Partners, LLC | 0.01% | New | 369 | $18K |
| Founders Financial Alliance, LLC | 0.00% | No change | 317 | $15K |
| Global Trust Asset Management, LLC | 0.01% | No change | 300 | $14K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 300 | $14K |
| Valley National Advisers Inc. | 0.00% | Add +1.0% | 300 | $14K |
| Painted Porch Advisors LLC | 0.01% | Add +6.1% | 294 | $14K |
| Arlington Trust Co LLC | 0.00% | No change | 280 | $13K |
| City Holding Co. | 0.00% | No change | 270 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 255 | $12K |
| Briaud Financial Planning Inc | 0.00% | New | 253 | $12K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 247 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.3% | 240 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -72.5% | 211 | $10K |
| Hantz Financial Services, Inc. | 0.00% | New | 180 | $9K |
| Aventura Private Wealth, LLC | 0.00% | Add +0.5% | 187 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 150 | $7K |
| Dunhill Financial, LLC | 0.00% | New | 135 | $6K |
| Evolution Wealth Management Inc. | 0.01% | — | 130 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 127 | $6K |
| AllSquare Wealth Management LLC | 0.00% | No change | 118 | $6K |
| Essential Partners LLC | 0.00% | — | 83 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 64 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 53 | $3K |
| North Capital, Inc. | 0.00% | No change | 35 | $2K |
| Bulwark Capital Corp | 0.00% | — | 32 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +4.0% | 26 | $1K |
| Signaturefd, LLC | 0.00% | Add +4.3% | 24 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 19 | $904 |
| Heritage Wealth Advisors | 0.00% | New | 17 | $809 |
| Proathlete Wealth Management LLC | 0.00% | Add +433.3% | 16 | $767 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 13 | $613 |
| Transce3nd, LLC | 0.00% | Add +400.0% | 10 | $476 |
| GAMMA Investing LLC | 0.00% | Reduce -38.5% | 8 | $380 |
| Virtus Advisers, LLC | 0.00% | Add +20.0% | 6 | $285 |
| Hollencrest Capital Management | 0.00% | No change | 3 | $143 |
"% 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.