Invesco S&P 500 High DividenSPHDETF
13F holders, Q3 2025 (September 30)334holders −5
29new positions
31sold out
4famous investors
$49.41avg. 13F price*
At the end of Q3 2025, 334 institutions reported holding Invesco S&P 500 High Dividen (SPHD) in their 13F filings, down 5 from Q2 2025. 29 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($129.1M), LPL Financial LLC ($110.9M) and Bank of America Corp. ($58.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $42.8M |
| Exits | 31 | $37.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,534,348 shares bought and 2,141,937 shares sold, net −607,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 334 holders
| Morgan Stanley | 0.01% | Reduce -10.8% | 2,610,011 | $129.1M |
| LPL Financial LLC | 0.03% | Reduce -9.5% | 2,242,403 | $110.9M |
| Bank of America Corp. | 0.00% | Add +5.9% | 1,175,362 | $58.1M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -2.6% | 928,696 | $45.9M |
| Franklin Resources Inc. | 0.01% | Add +1.8% | 716,017 | $35.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.4% | 707,577 | $35.0M |
| Royal Bank of Canada | 0.01% | Add +7.4% | 697,618 | $34.5M |
| Two Sigma Investments, LP | 0.06% | New | 694,600 | $34.3M |
| Wells Fargo & Company | 0.01% | Add +17.1% | 630,629 | $31.2M |
| UBS Group AG | 0.01% | Add +3.0% | 515,088 | $25.5M |
| Avidian Wealth Enterprises, LLC | 0.83% | Add +2.3% | 447,374 | $22.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.0% | 345,212 | $17.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.6% | 330,211 | $16.3M |
| Equitable Holdings, Inc. | 0.11% | Reduce -3.5% | 306,842 | $15.2M |
| FMR LLC | 0.00% | Reduce -13.5% | 301,329 | $14.9M |
| Bank of Montreal | 0.01% | Add +7.1% | 282,649 | $14.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.3% | 275,979 | $13.6M |
| Cetera Investment Advisers | 0.02% | Add +19.1% | 264,764 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +6.9% | 248,405 | $12.3M |
| Private Advisor Group, LLC | 0.06% | Reduce -4.0% | 231,970 | $11.5M |
| Shilanski & Associates, Inc. | 3.03% | Add +3.2% | 230,565 | $11.4M |
| Jones Financial Companies LLLP | 0.01% | Reduce -3.1% | 212,411 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.4% | 203,045 | $10.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.7% | 201,238 | $9.9M |
| XML Financial, LLC | 0.80% | Add +0.1% | 198,312 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.0% | 196,548 | $9.7M |
| Allworth Financial LP | 0.04% | Reduce -3.2% | 195,284 | $9.7M |
| BTS Asset Management, Inc. | 12.25% | Reduce -9.8% | 193,305 | $9.6M |
| Leelyn Smith, LLC | 1.23% | Add +3.3% | 165,480 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.3% | 163,193 | $8.1M |
| Gunma Bank,Ltd. | 2.24% | No change | 145,000 | $7.2M |
| Brookstone Capital Management | 0.08% | Reduce -4.4% | 140,296 | $6.9M |
| Northside Capital Management, LLC | 0.60% | No change | 132,885 | $6.6M |
| Truist Financial Corp. | 0.01% | Add +2.7% | 128,321 | $6.3M |
| Fusion Capital, LLC | 1.72% | Add +1.4% | 125,045 | $5.9M |
| NewEdge Advisors, LLC | 0.03% | Add +3.6% | 119,443 | $5.9M |
| Fortis Group Advisors, LLC | 1.01% | Reduce -1.6% | 123,715 | $5.9M |
| Oppenheimer & Co. Inc. | 0.06% | Add +1.5% | 94,413 | $4.7M |
| Prostatis Group LLC | 1.17% | Add +1027.0% | 94,250 | $4.7M |
| CreativeOne Wealth, LLC | 0.11% | Add +36.2% | 93,567 | $4.6M |
| Geneos Wealth Management Inc. | 0.12% | Reduce -1.3% | 92,611 | $4.6M |
| Waverly Advisors, LLC | 0.04% | Reduce -5.2% | 87,973 | $4.4M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -2.8% | 86,271 | $4.3M |
| Clal Insurance Enterprises Holdings Ltd | 0.03% | No change | 85,400 | $4.2M |
| Creative Planning | 0.00% | Reduce -0.3% | 84,408 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.4% | 82,630 | $4.1M |
| LMCG Investments, LLC | 0.23% | Add +7.8% | 79,560 | $3.9M |
| Venture Visionary Partners LLC | 0.14% | Add +0.0% | 79,396 | $3.9M |
| Capital Investment Advisory Services, LLC | 0.29% | Add +1.4% | 74,664 | $3.7M |
| Delos Wealth Advisors, LLC | 2.42% | Add +10.7% | 72,425 | $3.6M |
| Arete Wealth Advisors, LLC | 0.22% | Add +1.1% | 71,031 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +99.5% | 69,096 | $3.3M |
| Stonebridge Wealth Management, LLC | 2.90% | Reduce -1.3% | 64,224 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -1.1% | 62,944 | $3.1M |
| Cookson Peirce & Co. Inc. | 0.12% | Add +1.9% | 60,245 | $3.0M |
| David Kennon Inc | 1.07% | Reduce -4.1% | 60,064 | $3.0M |
| Pinnacle Wealth Management Group, Inc. | 1.46% | Add +4.4% | 57,628 | $2.8M |
| LM Advisors LLC | 0.41% | Add +1.8% | 56,603 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -17.9% | 55,716 | $2.8M |
| Mariner, LLC | 0.00% | Reduce -6.0% | 54,791 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Add +11.3% | 52,080 | $2.6M |
| Lynx Investment Advisory | 1.43% | Add +8.1% | 48,178 | $2.4M |
| Washington Trust Bank | 0.16% | Add +12.9% | 44,873 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.0% | 43,721 | $2.2M |
| Tyche Wealth Partners LLC | 0.36% | Reduce -1.8% | 41,983 | $2.1M |
| WJ Financial Advisors LLC | 1.97% | — | 41,044 | $2.0M |
| Silver Oak Securities, Incorporated | 0.15% | Add +7210.7% | 40,209 | $2.0M |
| AQR Capital Management | 0.00% | New | 38,963 | $1.9M |
| Curran Financial Partners, LLC | 0.37% | Add +23.1% | 37,635 | $1.9M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +5.3% | 35,963 | $1.8M |
| Meritage Portfolio Management | 0.12% | Add +48.7% | 35,464 | $1.8M |
| Private Trust Co. NA | 0.15% | Reduce -2.3% | 34,671 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 33,112 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +64.5% | 32,489 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +12.9% | 32,260 | $1.6M |
| Park Edge Advisors, LLC | 0.36% | Add +11.2% | 31,909 | $1.6M |
| Colonial River Investments, LLC | 0.56% | Add +26.8% | 30,700 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Add +32.6% | 30,578 | $1.5M |
| Atlas Legacy Advisors, LLC | 0.29% | Reduce -19.7% | 30,173 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +28.5% | 30,055 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Add +0.4% | 29,835 | $1.5M |
| Patten & Patten Inc. | 0.08% | Reduce -0.1% | 28,625 | $1.4M |
| Brookwood Investment Group LLC | 0.18% | Reduce -1.0% | 27,992 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.6% | 27,440 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -3.5% | 26,758 | $1.3M |
| RDA Financial Network | 0.33% | Reduce -1.8% | 26,722 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | New | 26,443 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -22.0% | 25,806 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.8% | 25,704 | $1.3M |
| Crescent Grove Advisors, LLC | 0.12% | Add +5.9% | 25,703 | $1.3M |
| Viawealth, LLC | 0.69% | New | 25,629 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -2.0% | 25,540 | $1.3M |
| Patten Group, Inc. | 0.25% | Add +0.8% | 25,511 | $1.3M |
| Summit Financial Wealth Advisors, LLC | 0.19% | Add +0.0% | 24,579 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +0.6% | 24,330 | $1.2M |
| L.M. Kohn & Company | 1.42% | Add +10.9% | 23,967 | $1.2M |
| CVA Family Office, LLC | 0.14% | Reduce -0.2% | 21,316 | $1.1M |
| GTS Securities LLC | 0.04% | Reduce -24.5% | 21,183 | $1.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -24.4% | 20,700 | $1.0M |
| McLean Asset Management Corp | 0.20% | No change | 19,653 | $968K |
| Lifeworks Advisors, LLC | 0.13% | Add +2.3% | 19,534 | $966K |
| DAVENPORT & Co LLC | 0.01% | Add +5.5% | 19,519 | $965K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.1% | 19,355 | $957K |
| Sage Capital Management, LLC | 0.43% | Reduce -3.8% | 19,259 | $952K |
| HB Wealth Management, LLC | 0.01% | Add +10.0% | 18,810 | $930K |
| Ascentis Independent Advisors | 0.15% | Add +10.9% | 18,274 | $904K |
| Code Waechter LLC | 0.58% | Add +1.1% | 18,361 | $893K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +37.1% | 17,300 | $855K |
| Sfmg, LLC | 0.06% | No change | 17,011 | $841K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -8.7% | 16,536 | $818K |
| Bleakley Financial Group, LLC | 0.02% | No change | 16,480 | $815K |
| Koshinski Asset Management, Inc. | 0.06% | Add +0.5% | 16,385 | $810K |
| Western Wealth Management, LLC | 0.04% | Reduce -7.0% | 16,198 | $801K |
| Composition Wealth, LLC | 0.01% | Reduce -1.4% | 16,167 | $799K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +2.4% | 16,028 | $793K |
| Global Retirement Partners, LLC | 0.02% | Reduce -4.8% | 15,763 | $779K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +25.8% | 15,625 | $773K |
| Sigma Planning Corp | 0.02% | Reduce -2.4% | 15,525 | $768K |
| Level Four Advisory Services, LLC | 0.03% | Add +19.9% | 15,480 | $766K |
| IMS Capital Management | 0.35% | Add +0.7% | 15,404 | $762K |
| Investors Research Corp | 0.14% | Add +0.1% | 15,288 | $756K |
| Portland Financial Advisors Inc | 1.61% | No change | 15,252 | $754K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.5% | 15,079 | $746K |
| Cowa, LLC | 0.26% | Add +17.9% | 14,990 | $741K |
| Fifth Third Securities, Inc. | 0.05% | Add +0.3% | 14,590 | $721K |
| HBW Advisory Services LLC | 0.08% | Reduce -0.5% | 14,043 | $694K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -8.4% | 14,011 | $693K |
| Curbstone Financial Management Corp | 0.13% | No change | 14,000 | $692K |
| AlphaStar Capital Management, LLC | 0.06% | Reduce -6.5% | 13,900 | $687K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -3.9% | 13,812 | $683K |
| TrueWealth Advisors, LLC | 0.18% | Reduce -0.7% | 13,684 | $677K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.4% | 13,572 | $671K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -86.8% | 13,122 | $649K |
| Medallion Wealth Advisors, LLC | 0.23% | No change | 13,045 | $645K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.1% | 12,558 | $621K |
| Prospera Financial Services Inc | 0.01% | Reduce -16.0% | 12,369 | $612K |
| Magnus Financial Group LLC | 0.05% | No change | 12,241 | $605K |
| RVW Wealth, LLC | 0.05% | No change | 11,920 | $589K |
| Spire Wealth Management | 0.02% | Add +27.5% | 11,867 | $587K |
| Interactive Financial Advisors, Inc. | 0.32% | Reduce -19.7% | 11,803 | $584K |
| PFG Investments, LLC | 0.03% | Reduce -2.1% | 11,728 | $580K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -6.4% | 11,700 | $579K |
| International Assets Investment Management, LLC | 0.05% | No change | 11,896 | $575K |
| Farther Finance Advisors, LLC | 0.01% | Add +25.8% | 11,465 | $567K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -44.4% | 11,450 | $566K |
| Whittier Trust Co. | 0.01% | No change | 11,300 | $562K |
| &partners | 0.00% | Add +20.2% | 11,334 | $560K |
| Citadel Advisors | 0.00% | Add +16.6% | 11,282 | $558K |
| Compound Planning, Inc. | 0.02% | No change | 11,183 | $553K |
| Financial Insights, Inc. | 0.18% | Add +0.8% | 11,000 | $544K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.0% | 10,832 | $536K |
| Kestra Investment Management, LLC | 0.01% | Reduce -46.6% | 10,431 | $516K |
| Pathstone Holdings, LLC | 0.00% | Reduce -46.6% | 10,431 | $516K |
| AlphaCore Capital LLC | 0.02% | Reduce -25.1% | 10,271 | $508K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | No change | 10,284 | $495K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.6% | 9,897 | $489K |
| Sovran Advisors, LLC | 0.04% | Reduce -86.1% | 10,319 | $487K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.08% | Reduce -4.8% | 9,800 | $485K |
| WBH Advisory Inc. | 0.04% | No change | 9,663 | $478K |
| Integrity Alliance, Llc. | 0.02% | Reduce -2.0% | 9,601 | $475K |
| Avior Wealth Management, LLC | 0.02% | Reduce -5.0% | 9,579 | $469K |
| Essex Financial Services, Inc. | 0.03% | Add +0.1% | 9,383 | $464K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -14.4% | 9,347 | $462K |
| Apollon Financial, LLC | 0.08% | No change | 9,249 | $457K |
| Shulman DeMeo Asset Management LLC | 0.10% | Reduce -0.3% | 9,186 | $454K |
| WMG Financial Advisors, LLC | 0.15% | Reduce -2.1% | 9,148 | $452K |
| Hilltop Holdings Inc. | 0.02% | Reduce -10.2% | 9,012 | $446K |
| Citigroup Inc. | 0.00% | Reduce -53.0% | 8,740 | $432K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -26.4% | 8,692 | $430K |
| Two Sigma Securities, LLC | 0.06% | Add +33.5% | 8,614 | $426K |
| Quartz Partners, LLC | 0.15% | No change | 8,524 | $422K |
| Brown, Lisle/Cummings, Inc. | 0.11% | No change | 8,300 | $410K |
| Eagle Strategies LLC | 0.05% | Reduce -5.1% | 8,191 | $405K |
| IFG Advisory, LLC | 0.02% | Add +1.3% | 8,174 | $404K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -8.8% | 8,174 | $404K |
| Second Half Financial Partners, LLC | 0.18% | No change | 8,115 | $401K |
| Realta Investment Advisors | 0.13% | Reduce -10.9% | 8,025 | $397K |
| Prairie Wealth Advisors, Inc. | 0.16% | Add +2.8% | 7,829 | $387K |
| Kovack Advisors, Inc. | 0.04% | Add +0.0% | 7,776 | $385K |
| Cerity Partners LLC | 0.00% | Reduce -1.2% | 7,702 | $381K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 7,678 | $380K |
| Tudor Investment Corporation | 0.00% | Add +16.9% | 7,660 | $379K |
| TLS Advisors LLC | 1.10% | New | 7,652 | $378K |
| First Heartland Consultants, Inc. | 0.03% | Add +2.1% | 7,637 | $378K |
| Finward Bancorp | 0.28% | Reduce -28.9% | 7,547 | $373K |
| Wealth Alliance, LLC | 0.04% | Add +1.0% | 7,450 | $368K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.2% | 7,337 | $363K |
| Independent Financial Group, LLC | 0.01% | Add +0.7% | 7,080 | $350K |
| Guardian Asset Advisors, LLC | 0.18% | Reduce -10.6% | 6,640 | $328K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.3% | 6,574 | $325K |
| Runnymede Capital Advisors, Inc. | 0.27% | Reduce -10.8% | 6,571 | $325K |
| NCM Capital Management, LLC | 0.12% | Reduce -36.3% | 6,502 | $322K |
| Centerpoint Advisory Group | 0.25% | New | 6,500 | $321K |
| Comerica Bank | 0.00% | Reduce -0.1% | 6,428 | $318K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -30.1% | 6,344 | $314K |
| Smith, Moore & Co. | 0.02% | Add +1.1% | 6,242 | $309K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 6,048 | $299K |
| Haverford Trust Co | 0.00% | No change | 6,000 | $297K |
| Stratos Investment Management, LLC | 0.01% | No change | 5,991 | $296K |
| Herold Advisors, Inc. | 0.07% | Add +0.1% | 5,952 | $294K |
| Lanark Financial, Inc. | 0.02% | Add +0.5% | 5,823 | $288K |
| Focus Financial Network, Inc. | 0.01% | Add +1.0% | 5,800 | $287K |
| Continuum Advisory, LLC | 0.03% | Add +3.5% | 5,754 | $285K |
| Advisory Services Network, LLC | 0.00% | Add +5.4% | 5,629 | $278K |
| Jane Street Group, LLC | 0.00% | Reduce -83.1% | 5,502 | $272K |
| D. E. Shaw & Co. | 0.00% | New | 5,501 | $272K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,426 | $270K |
| Copia Wealth Management | 0.20% | Reduce -4.4% | 5,446 | $269K |
| First Foundation Advisors | 0.01% | Add +1.0% | 5,443 | $269K |
| Joseph P. Lucia & Associates, LLC | 0.10% | No change | 5,385 | $266K |
| Pacific Sun Financial Corp | 0.13% | Reduce -1.5% | 5,380 | $266K |
| Worth Financial Advisory Group, LLC | 0.15% | New | 5,363 | $265K |
| Mgo One Seven LLC | 0.01% | Reduce -0.1% | 5,293 | $262K |
| Waterloo Capital, L.P. | 0.02% | Add +2.0% | 5,250 | $260K |
| Meridian Wealth Advisors, LLC | 0.04% | No change | 5,250 | $260K |
| Cwm, LLC | 0.00% | Reduce -13.1% | 5,036 | $249K |
| Gateway Wealth Partners, LLC | 0.03% | New | 5,002 | $247K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.0% | 4,956 | $245K |
| US Bancorp \de | 0.00% | Reduce -21.0% | 4,895 | $242K |
| Bridgewealth Advisory Group, LLC | 0.06% | No change | 4,800 | $237K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 4,877 | $232K |
| Blair William & Co. | 0.00% | Add +67.9% | 4,651 | $230K |
| Triton Wealth Management, PLLC | 0.09% | Reduce -6.1% | 4,837 | $229K |
| Caldwell Trust Co | 0.02% | No change | 4,553 | $225K |
| ORG Partners LLC | 0.04% | No change | 4,500 | $223K |
| Grandview Asset Management LLC | 0.06% | Reduce -6.9% | 4,471 | $221K |
| Milestone Asset Management, LLC | 0.04% | New | 4,439 | $220K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,414 | $218K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,396 | $217K |
| Strategy Asset Managers LLC | 0.04% | Add +0.1% | 4,361 | $216K |
| Principle Wealth Partners LLC | 0.01% | No change | 4,272 | $211K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -46.9% | 4,248 | $210K |
| Summit Financial, LLC | 0.00% | Reduce -17.2% | 4,239 | $210K |
| Money Concepts Capital Corp. | 0.01% | New | 4,231 | $209K |
| Heritage Trust Co | 0.02% | New | 4,180 | $207K |
| Aft, Forsyth & Company, Inc. | 0.10% | New | 4,179 | $207K |
| Independent Wealth Network Inc. | 0.07% | New | 4,174 | $206K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -15.3% | 4,158 | $206K |
| Armbruster Capital Management, Inc. | 0.03% | New | 4,152 | $205K |
| PDS Planning, Inc | 0.01% | New | 4,128 | $204K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.4% | 4,124 | $204K |
| Glenmede Investment Management, LP | 0.00% | No change | 3,781 | $187K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.6% | 3,724 | $184K |
| N.E.W. Advisory Services LLC | 0.02% | Add +7.6% | 3,665 | $181K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.4% | 3,632 | $180K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 3,592 | $178K |
| Deutsche Bank AG | 0.00% | No change | 3,206 | $159K |
| Consultiva Wealth Management, Corp. | 0.36% | No change | 2,573 | $127K |
| Crews Bank & Trust | 0.02% | No change | 2,565 | $127K |
| Fifth Third Bancorp | 0.00% | Reduce -7.4% | 2,531 | $125K |
| Principal Securities, Inc. | 0.00% | Reduce -6.0% | 2,428 | $120K |
| AE Wealth Management LLC | 0.00% | Reduce -22.1% | 2,265 | $112K |
| Provident Wealth Management, LLC | 0.03% | No change | 2,152 | $106K |
| Robinswood Financial LLC | 0.03% | Add +1.0% | 2,114 | $105K |
| IFS Advisors, LLC | 0.06% | No change | 2,072 | $102K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -29.9% | 2,057 | $102K |
| Tsfg, LLC | 0.02% | No change | 2,001 | $99K |
| Root Financial Partners, LLC | 0.01% | New | 1,896 | $94K |
| Optimum Investment Advisors | 0.04% | No change | 1,853 | $92K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 1,841 | $91K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -32.2% | 1,620 | $80K |
| Cedar Wealth Management, LLC | 0.02% | No change | 1,610 | $80K |
| Bellevue Asset Management, LLC | 0.04% | Add +0.5% | 1,595 | $79K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -10.4% | 1,436 | $71K |
| MGB Wealth Management, LLC | 0.02% | Add +0.3% | 1,421 | $70K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,407 | $70K |
| Pin Oak Investment Advisors Inc. | 0.05% | Add +0.0% | 1,368 | $68K |
| NFSG Corp | 0.01% | Add +12.4% | 1,365 | $68K |
| 10Elms LLP | 0.07% | No change | 1,363 | $67K |
| Financial Perspectives, Inc | 0.02% | No change | 1,226 | $61K |
| MAI Capital Management | 0.00% | Add +89.9% | 1,223 | $60K |
| Tidemark, LLC | 0.02% | No change | 1,207 | $60K |
| Bessemer Group Inc. | 0.00% | Add +118.2% | 1,154 | $57K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 1,102 | $54K |
| Boreal Capital Management LLC | 0.05% | Add +150.0% | 1,000 | $49K |
| Blue Trust, Inc. | 0.00% | Add +1.0% | 924 | $46K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 900 | $45K |
| Horizon Investments, LLC | 0.00% | New | 889 | $44K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 861 | $43K |
| Clearstead Advisors, LLC | 0.00% | No change | 802 | $40K |
| Creekmur Asset Management LLC | 0.01% | Add +1.1% | 759 | $38K |
| Financial Freedom, LLC | 0.02% | Add +0.5% | 752 | $37K |
| Gables Capital Management Inc. | 0.02% | No change | 724 | $36K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 717 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 670 | $33K |
| Pathway Financial Advisers, LLC | 0.01% | New | 591 | $29K |
| Westside Investment Management, Inc. | 0.00% | Reduce -43.5% | 560 | $28K |
| Archer Investment Corp | 0.01% | No change | 550 | $27K |
| MCF Advisors LLC | 0.00% | No change | 541 | $27K |
| Trust Co | 0.00% | No change | 530 | $26K |
| Key Financial Inc | 0.00% | No change | 500 | $25K |
| Optiver Holding B.V. | 0.00% | New | 476 | $24K |
| Russell Investments Group, Ltd. | 0.00% | Add +103.3% | 429 | $21K |
| Luminist Capital LLC | 0.02% | Reduce -66.6% | 421 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 418 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 400 | $20K |
| Vision Financial Markets LLC | 0.02% | No change | 384 | $19K |
| Aspect Partners, LLC | 0.01% | No change | 369 | $18K |
| Founders Financial Alliance, LLC | 0.00% | No change | 317 | $16K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -56.2% | 302 | $15K |
| Global Trust Asset Management, LLC | 0.01% | No change | 300 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 300 | $15K |
| Valley National Advisers Inc. | 0.00% | Add +1.0% | 303 | $14K |
| Arlington Trust Co LLC | 0.00% | No change | 280 | $14K |
| City Holding Co. | 0.00% | No change | 270 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 255 | $13K |
| Assetmark, Inc. | 0.00% | Add +3.2% | 255 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.3% | 243 | $11K |
| Aventura Private Wealth, LLC | 0.00% | Add +1.1% | 189 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 150 | $7K |
| Anchor Investment Management, LLC | 0.00% | New | 147 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 127 | $6K |
| Y.D. More Investments Ltd | 0.00% | Reduce -97.1% | 120 | $6K |
| AllSquare Wealth Management LLC | 0.00% | No change | 118 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 96 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 92 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 75 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 64 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.8% | 57 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 53 | $3K |
| Financial Life Planners | 0.00% | New | 40 | $2K |
| North Capital, Inc. | 0.00% | Add +2.9% | 36 | $2K |
| Bulwark Capital Corp | 0.00% | No change | 32 | $2K |
| Bell Investment Advisors, Inc | 0.00% | New | 28 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 26 | $1K |
| Proathlete Wealth Management LLC | 0.00% | Add +25.0% | 20 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 19 | $940 |
| Strategic Advocates LLC | 0.00% | New | 17 | $841 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 13 | $643 |
| Virtus Advisers, LLC | 0.00% | Add +100.0% | 12 | $593 |
| GAMMA Investing LLC | 0.00% | No change | 8 | $396 |
| Abich Financial Wealth Management LLC | 0.00% | — | 6 | $297 |
| Signaturefd, LLC | 0.00% | Reduce -83.3% | 4 | $193 |
| Hollencrest Capital Management | 0.00% | No change | 3 | $148 |
"% 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.