Invesco S&P 500 High DividenSPHDETF
13F holders, Q1 2026 (March 31)345holders +7
37new positions
26sold out
4famous investors
$49.61avg. 13F price*
At the end of Q1 2026, 345 institutions reported holding Invesco S&P 500 High Dividen (SPHD) in their 13F filings, up 7 from Q4 2025. 37 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($108.6M), Brookstone Capital Management ($104.9M) and Morgan Stanley ($101.5M). 4 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 Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $26.3M |
| Exits | 26 | $28.9M |
All 13F filers, Q4 2025 → Q1 2026: 4,016,704 shares bought and 2,420,619 shares sold, net +1,596,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 345 holders
| LPL Financial LLC | 0.03% | Add +4.2% | 2,188,863 | $108.6M |
| Brookstone Capital Management | 1.20% | Add +1677.3% | 2,113,628 | $104.9M |
| Morgan Stanley | 0.01% | Reduce -6.4% | 2,045,872 | $101.5M |
| Bank of America Corp. | 0.00% | Add +2.5% | 1,317,728 | $65.4M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -2.8% | 889,433 | $44.1M |
| Raymond James Financial Inc. | 0.01% | Add +2.9% | 705,051 | $35.0M |
| Royal Bank of Canada | 0.01% | Reduce -2.6% | 652,323 | $32.4M |
| JPMorgan Chase & Co. | 0.00% | Add +197.1% | 592,662 | $29.2M |
| Franklin Resources Inc. | 0.01% | Reduce -15.2% | 558,629 | $27.7M |
| UBS Group AG | 0.00% | Add +8.4% | 557,549 | $27.7M |
| Wells Fargo & Company | 0.01% | Reduce -19.3% | 519,027 | $25.7M |
| Avidian Wealth Enterprises, LLC | 0.74% | Add +0.9% | 468,957 | $23.3M |
| Private Advisor Group, LLC | 0.08% | Add +12.1% | 362,812 | $18.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.0% | 346,388 | $17.2M |
| Bank of Montreal | 0.01% | Add +5.5% | 281,621 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 281,342 | $14.0M |
| FMR LLC | 0.00% | Reduce -2.3% | 271,534 | $13.5M |
| Cetera Investment Advisers | 0.01% | Add +2.7% | 265,749 | $13.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.9% | 238,032 | $11.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +38.3% | 231,627 | $11.5M |
| XML Financial, LLC | 0.90% | Add +12.3% | 224,691 | $11.1M |
| Jones Financial Companies LLLP | 0.01% | Add +0.0% | 210,964 | $10.4M |
| Stifel Financial Corp. | 0.01% | Reduce -67.2% | 205,737 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.4% | 202,974 | $10.1M |
| Cwm, LLC | 0.03% | Reduce -14.9% | 201,339 | $10.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.8% | 197,300 | $9.8M |
| Allworth Financial LP | 0.04% | Reduce -3.1% | 182,150 | $9.0M |
| Leelyn Smith, LLC | 1.23% | Add +4.6% | 176,553 | $8.8M |
| NewEdge Advisors, LLC | 0.03% | Add +27.4% | 153,964 | $7.6M |
| Fortune Financial Group, Inc. | 6.23% | Add +105.1% | 139,568 | $6.9M |
| Fusion Capital, LLC | 1.80% | Add +5.5% | 134,580 | $6.7M |
| Northside Capital Management, LLC | 0.58% | No change | 132,885 | $6.6M |
| Two Sigma Investments, LP | 0.01% | Add +555.8% | 130,500 | $6.5M |
| Fortis Group Advisors, LLC | 1.07% | Add +1.6% | 128,373 | $6.5M |
| Estate Counselors, LLC | 0.54% | New | 123,070 | $6.1M |
| Flow Traders U.S. LLC | 0.17% | Add +1119.4% | 107,782 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -26.1% | 103,672 | $5.1M |
| Truist Financial Corp. | 0.01% | Reduce -12.7% | 101,818 | $5.1M |
| Flagship Harbor Advisors, LLC | 0.22% | Add +696.7% | 100,868 | $5.0M |
| Equitable Holdings, Inc. | 0.03% | Reduce -31.1% | 96,030 | $4.6M |
| LMCG Investments, LLC | 0.27% | Add +20.0% | 90,769 | $4.5M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -1.1% | 90,076 | $4.5M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.1% | 89,728 | $4.5M |
| Venture Visionary Partners LLC | 0.15% | Add +12.2% | 89,033 | $4.4M |
| Advocate Investing Services LLC | 3.72% | Add +84.2% | 88,457 | $4.4M |
| Creative Planning | 0.00% | Add +6.1% | 88,244 | $4.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.03% | No change | 85,400 | $4.2M |
| Delos Wealth Advisors, LLC | 2.32% | Add +9.6% | 81,793 | $4.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -41.5% | 80,677 | $4.0M |
| Advisor OS, LLC | 0.26% | New | 73,321 | $3.6M |
| Chris Bulman Inc | 1.59% | New | 73,280 | $3.6M |
| Lynx Investment Advisory | 1.65% | Add +57.1% | 69,783 | $3.5M |
| Prostatis Group LLC | 0.84% | Reduce -30.9% | 66,050 | $3.3M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.2% | 65,544 | $3.3M |
| Capital Investment Advisory Services, LLC | 0.24% | Reduce -13.7% | 65,302 | $3.2M |
| Pinnacle Wealth Management Group, Inc. | 1.47% | Add +4.0% | 60,234 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.6% | 60,000 | $3.0M |
| David Kennon Inc | 1.03% | Reduce -0.9% | 57,817 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -3.1% | 55,788 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Add +3.4% | 55,022 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +20.5% | 54,705 | $2.7M |
| Mariner, LLC | 0.00% | Reduce -1.4% | 54,075 | $2.7M |
| Cookson Peirce & Co. Inc. | 0.11% | Reduce -16.4% | 53,764 | $2.7M |
| Curran Financial Partners, LLC | 0.45% | Add +16.2% | 50,801 | $2.5M |
| WJ Financial Advisors LLC | 2.03% | Add +2.5% | 50,758 | $2.5M |
| AlphaCore Capital LLC | 0.06% | Add +389.4% | 50,608 | $2.5M |
| Stonebridge Wealth Management, LLC | 2.36% | Reduce -1.7% | 49,481 | $2.5M |
| World Investment Advisors | 0.04% | Add +1.3% | 47,896 | $2.4M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +41.4% | 45,477 | $2.3M |
| Washington Trust Bank | 0.16% | Add +2.2% | 44,629 | $2.2M |
| Tyche Wealth Partners LLC | 0.32% | Add +0.1% | 41,867 | $2.1M |
| Viawealth, LLC | 1.10% | Add +7.6% | 39,847 | $2.0M |
| AQR Capital Management | 0.00% | No change | 38,963 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +37.8% | 38,679 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.9% | 38,624 | $1.9M |
| Park Edge Advisors, LLC | 0.41% | Add +4.3% | 35,786 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Reduce -1.2% | 34,993 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -9.2% | 34,545 | $1.7M |
| Financial Solutions Advisory Group, Inc. | 0.23% | — | 33,961 | $1.7M |
| Composition Wealth, LLC | 0.02% | Add +79.8% | 33,228 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 33,186 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +9.2% | 32,714 | $1.6M |
| Colonial River Investments, LLC | 0.57% | Add +4.5% | 32,283 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 32,134 | $1.6M |
| Winter & Associates, Inc. | 1.38% | Reduce -11.2% | 31,630 | $1.6M |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.1% | 31,505 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.1% | 31,386 | $1.6M |
| Atlas Legacy Advisors, LLC | 0.27% | Add +2.0% | 30,292 | $1.5M |
| Ascentis Independent Advisors | 0.11% | New | 29,886 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.4% | 29,010 | $1.4M |
| Crescent Grove Advisors, LLC | 0.14% | Add +3.4% | 28,447 | $1.4M |
| Brookwood Investment Group LLC | 0.17% | Add +1.7% | 27,650 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.4% | 26,896 | $1.3M |
| RDA Financial Network | 0.33% | No change | 26,872 | $1.3M |
| Invesco Ltd. | 0.00% | Add +2.2% | 26,400 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +461.7% | 26,357 | $1.3M |
| Private Trust Co. NA | 0.12% | Add +0.4% | 26,027 | $1.3M |
| Summit Financial Wealth Advisors, LLC | 0.18% | Add +2.5% | 25,210 | $1.3M |
| Triad Wealth Partners, LLC | 0.10% | Add +277.3% | 25,122 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.8% | 24,835 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.7% | 24,424 | $1.2M |
| Patten Group, Inc. | 0.21% | Add +24.8% | 24,219 | $1.2M |
| Patten & Patten Inc. | 0.07% | Add +5.6% | 23,496 | $1.2M |
| Financial Discovery Group Inc. | 2.65% | — | 22,839 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -13.3% | 22,804 | $1.1M |
| Foguth Wealth Management, LLC. | 0.12% | Reduce -88.8% | 20,851 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +2.4% | 20,740 | $1.0M |
| CVA Family Office, LLC | 0.11% | Add +1.2% | 20,681 | $1.0M |
| RFG Advisory, LLC | 0.02% | New | 20,589 | $1.0M |
| Western Wealth Management, LLC | 0.04% | Reduce -1.8% | 19,881 | $986K |
| Sage Capital Management, LLC | 0.46% | Reduce -0.2% | 19,590 | $972K |
| McLean Asset Management Corp | 0.16% | No change | 18,821 | $934K |
| BNP Paribas Financial Markets | 0.00% | New | 18,791 | $932K |
| Code Waechter LLC | 0.54% | No change | 18,361 | $911K |
| Koshinski Asset Management, Inc. | 0.06% | Add +10.9% | 18,346 | $910K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -0.1% | 18,043 | $895K |
| Integrated Wealth Concepts LLC | 0.01% | New | 17,698 | $878K |
| AlphaStar Capital Management, LLC | 0.06% | Reduce -5.1% | 16,951 | $841K |
| Independent Advisor Alliance | 0.01% | New | 16,779 | $832K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -7.7% | 16,270 | $807K |
| Parallel Advisors, LLC | 0.01% | Reduce -23.3% | 16,240 | $806K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -7.1% | 16,160 | $802K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.8% | 16,132 | $800K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -2.6% | 16,050 | $796K |
| Renaissance Technologies | 0.00% | New | 16,000 | $794K |
| Eagle Strategies LLC | 0.09% | Add +24.7% | 15,663 | $777K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -2.1% | 15,489 | $768K |
| Investors Research Corp | 0.15% | Add +0.1% | 15,302 | $759K |
| Pacific Financial Group Inc. | 0.40% | Reduce -4.2% | 15,141 | $751K |
| Portland Financial Advisors Inc | 1.50% | Reduce -0.6% | 14,527 | $721K |
| Captrust Financial Advisors | 0.00% | New | 14,014 | $695K |
| Curbstone Financial Management Corp | 0.13% | No change | 14,000 | $695K |
| Wealthfront Advisers LLC | 0.00% | Add +21.5% | 13,653 | $677K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -4.8% | 13,633 | $676K |
| TrueWealth Advisors, LLC | 0.17% | No change | 13,629 | $676K |
| Sigma Planning Corp | 0.02% | Reduce -8.6% | 13,500 | $670K |
| Medallion Wealth Advisors, LLC | 0.22% | Reduce -2.3% | 13,367 | $663K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -2.6% | 13,218 | $656K |
| Tudor Investment Corporation | 0.00% | New | 13,044 | $647K |
| Sfmg, LLC | 0.04% | No change | 12,872 | $639K |
| Prospera Financial Services Inc | 0.01% | Add +6.4% | 12,692 | $630K |
| PFG Investments, LLC | 0.03% | Add +4.1% | 12,682 | $629K |
| Carlson Financial, Inc. | 0.37% | Add +0.9% | 12,668 | $628K |
| Citigroup Inc. | 0.00% | Add +51.0% | 12,646 | $627K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.0% | 12,606 | $623K |
| Principal Securities, Inc. | 0.01% | New | 12,541 | $622K |
| Magnus Financial Group LLC | 0.05% | Add +1.2% | 12,388 | $615K |
| Financial Insights, Inc. | 0.20% | Add +6.0% | 12,350 | $613K |
| &partners | 0.00% | Add +6.3% | 12,255 | $608K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -15.7% | 11,793 | $585K |
| Spire Wealth Management | 0.02% | Add +11.7% | 11,537 | $572K |
| Carret Asset Management, LLC | 0.06% | Add +38.2% | 11,400 | $566K |
| Whittier Trust Co. | 0.01% | No change | 11,300 | $562K |
| Compound Planning, Inc. | 0.02% | Add +0.0% | 11,329 | $562K |
| HBW Advisory Services LLC | 0.06% | Reduce -18.3% | 11,036 | $548K |
| HB Wealth Management, LLC | 0.00% | Reduce -11.5% | 10,593 | $526K |
| Apollon Financial, LLC | 0.07% | No change | 10,577 | $525K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | No change | 10,284 | $510K |
| Regal Investment Advisors LLC | 0.03% | Add +1.0% | 10,229 | $507K |
| Essex Financial Services, Inc. | 0.03% | Add +2.6% | 9,850 | $489K |
| Laurel Oak Wealth Management, LLC | 0.08% | Add +10.0% | 9,816 | $487K |
| Kingsview Wealth Management, LLC | 0.01% | Add +131.3% | 9,809 | $487K |
| Private Advisory Group LLC | 0.03% | New | 9,799 | $486K |
| Gateway Wealth Partners, LLC | 0.02% | Add +60.9% | 9,728 | $483K |
| WBH Advisory Inc. | 0.04% | No change | 9,663 | $478K |
| Hilltop Holdings Inc. | 0.04% | Add +0.0% | 9,018 | $447K |
| Citadel Advisors | 0.00% | Reduce -78.3% | 8,979 | $445K |
| Brown, Lisle/Cummings, Inc. | 0.11% | No change | 8,950 | $444K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -1.3% | 8,779 | $436K |
| Avior Wealth Management, LLC | 0.01% | Reduce -6.9% | 8,863 | $435K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -93.8% | 8,715 | $432K |
| Talon Private Wealth, LLC | 0.06% | — | 8,710 | $432K |
| Shulman DeMeo Asset Management LLC | 0.09% | Reduce -2.3% | 8,707 | $432K |
| Fortress Financial Group, LLC | 0.31% | New | 8,538 | $424K |
| Interactive Financial Advisors, Inc. | 0.27% | Reduce -4.7% | 8,382 | $416K |
| Cerity Partners LLC | 0.00% | Add +10.3% | 8,365 | $415K |
| Second Half Financial Partners, LLC | 0.19% | Reduce -0.5% | 8,347 | $414K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.06% | Reduce -10.8% | 8,300 | $412K |
| Safe Harbor Fiduciary, LLC | 0.39% | Add +5412.0% | 8,268 | $410K |
| Godfrey Financial Associates, Inc. | 0.35% | Reduce -0.7% | 8,224 | $408K |
| Quartz Partners, LLC | 0.16% | No change | 8,131 | $403K |
| Kovack Advisors, Inc. | 0.02% | Reduce -6.0% | 8,127 | $402K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.9% | 8,068 | $400K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.6% | 7,996 | $397K |
| Realta Investment Advisors | 0.14% | Reduce -2.4% | 7,944 | $394K |
| Sovran Advisors, LLC | 0.03% | Reduce -1.2% | 7,791 | $393K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 7,851 | $389K |
| Fifth Third Bancorp | 0.00% | Add +243.7% | 7,789 | $386K |
| Wealth Alliance, LLC | 0.04% | Add +1.2% | 7,633 | $379K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -6.2% | 7,522 | $373K |
| First Heartland Consultants, Inc. | 0.03% | No change | 7,495 | $372K |
| Quantinno Capital Management LP | 0.00% | Add +13.4% | 7,333 | $364K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -37.6% | 7,300 | $362K |
| Guardian Asset Advisors, LLC | 0.20% | Add +1.7% | 7,033 | $349K |
| International Assets Investment Management, LLC | 0.02% | Reduce -52.3% | 6,967 | $344K |
| Arta Finance Wealth Management LLC | 0.17% | Add +44.7% | 6,918 | $343K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -10.3% | 6,671 | $331K |
| NCM Capital Management, LLC | 0.12% | Add +0.0% | 6,570 | $326K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -50.5% | 6,418 | $318K |
| Continuum Advisory, LLC | 0.03% | Add +8.6% | 6,238 | $309K |
| Lanark Financial, Inc. | 0.02% | Add +4.5% | 6,202 | $308K |
| Haverford Trust Co | 0.00% | No change | 6,000 | $298K |
| Stratos Investment Management, LLC | 0.01% | No change | 5,991 | $297K |
| Independent Financial Group, LLC | 0.01% | Add +4.4% | 5,956 | $295K |
| Jane Street Group, LLC | 0.00% | New | 5,945 | $295K |
| Focus Financial Network, Inc. | 0.01% | Add +1.2% | 5,943 | $295K |
| Herold Advisors, Inc. | 0.06% | Add +0.1% | 5,715 | $284K |
| Smith, Moore & Co. | 0.02% | Reduce -8.9% | 5,689 | $282K |
| First Foundation Advisors | 0.01% | Add +1.3% | 5,577 | $277K |
| Advisory Services Network, LLC | 0.00% | Add +0.5% | 5,574 | $277K |
| BlackRock, Inc. | 0.00% | New | 5,539 | $275K |
| KLCM Advisors, Inc. | 0.02% | Reduce -6.6% | 5,425 | $269K |
| Joseph P. Lucia & Associates, LLC | 0.10% | No change | 5,385 | $267K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.4% | 5,351 | $264K |
| Mgo One Seven LLC | 0.01% | No change | 5,286 | $262K |
| Integrity Alliance, Llc. | 0.01% | New | 5,189 | $257K |
| Finward Bancorp | 0.20% | Reduce -23.4% | 5,151 | $256K |
| Waterloo Capital, L.P. | 0.02% | No change | 5,147 | $255K |
| GTS Securities LLC | 0.01% | Reduce -68.9% | 5,081 | $252K |
| Ameritas Advisory Services, LLC | 0.01% | Add +2.7% | 5,017 | $249K |
| Capital Advisors Wealth Management, LLC | 0.03% | No change | 4,956 | $246K |
| Pacific Sun Financial Corp | 0.12% | No change | 4,930 | $245K |
| Summit Financial, LLC | 0.00% | Add +15.2% | 4,912 | $244K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 4,877 | $242K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 4,800 | $238K |
| Two Sigma Securities, LLC | 0.03% | Reduce -74.3% | 4,599 | $228K |
| TrustBank | 0.09% | No change | 4,590 | $228K |
| Lido Advisors, LLC | 0.00% | New | 4,566 | $227K |
| Caldwell Trust Co | 0.02% | No change | 4,553 | $226K |
| Triton Wealth Management, PLLC | 0.08% | Add +8.5% | 4,515 | $223K |
| Strategy Asset Managers LLC | 0.04% | No change | 4,340 | $215K |
| Taylor Securities Services, Inc. | 0.10% | Add +0.9% | 4,330 | $215K |
| UNIVEST FINANCIAL Corp | 0.01% | Reduce -46.0% | 4,247 | $211K |
| Westbourne Investments, Inc. | 0.10% | New | 4,200 | $208K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,192 | $208K |
| Heritage Trust Co | 0.02% | No change | 4,180 | $207K |
| Armbruster Capital Management, Inc. | 0.03% | New | 4,171 | $207K |
| Aft, Forsyth & Company, Inc. | 0.10% | Reduce -0.7% | 4,164 | $207K |
| Money Concepts Capital Corp. | 0.01% | Reduce -1.1% | 4,164 | $207K |
| PDS Planning, Inc | 0.01% | New | 4,156 | $206K |
| DRW Securities, LLC | 0.01% | Reduce -29.9% | 4,040 | $200K |
| N.E.W. Advisory Services LLC | 0.01% | Add +2.6% | 4,039 | $200K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,632 | $180K |
| Copia Wealth Management | 0.12% | Reduce -19.1% | 3,400 | $169K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2422.1% | 3,203 | $159K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -87.9% | 3,100 | $154K |
| IFP Advisors, Inc | 0.00% | Reduce -20.4% | 2,875 | $143K |
| Olistico Wealth, LLC | 0.07% | Reduce -11.3% | 2,804 | $139K |
| US Bancorp \de | 0.00% | Reduce -17.6% | 2,608 | $129K |
| Arax Advisory Partners | 0.00% | Reduce -10.9% | 2,582 | $128K |
| Consultiva Wealth Management, Corp. | 0.37% | No change | 2,573 | $128K |
| Crews Bank & Trust | 0.02% | No change | 2,565 | $127K |
| Blair William & Co. | 0.00% | Add +21.7% | 2,324 | $115K |
| Horizon Investments, LLC | 0.00% | Add +91.2% | 2,166 | $107K |
| Provident Wealth Management, LLC | 0.03% | No change | 2,152 | $107K |
| IFS Advisors, LLC | 0.05% | No change | 2,072 | $103K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,065 | $102K |
| Tsfg, LLC | 0.01% | Reduce -0.1% | 2,000 | $99K |
| Capital Analysts, LLC | 0.00% | Add +0.9% | 1,875 | $93K |
| Intesa Sanpaolo Wealth Management | 0.02% | No change | 1,638 | $81K |
| MAI Capital Management | 0.00% | Add +150.8% | 1,633 | $81K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 1,620 | $80K |
| Bellevue Asset Management, LLC | 0.04% | Add +0.7% | 1,616 | $80K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -25.0% | 1,548 | $77K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,407 | $70K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1,375 | $68K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 1,368 | $68K |
| NFSG Corp | 0.01% | Add +0.1% | 1,369 | $68K |
| 10Elms LLP | 0.05% | No change | 1,363 | $68K |
| Financial Perspectives, Inc | 0.02% | No change | 1,226 | $61K |
| Clearstead Advisors, LLC | 0.00% | Add +52.2% | 1,221 | $61K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -10.0% | 1,215 | $60K |
| Tidemark, LLC | 0.02% | No change | 1,207 | $60K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -17.3% | 1,187 | $59K |
| LM Advisors LLC | 0.32% | Add +3.4% | 2,832 | $57K |
| Luminist Capital LLC | 0.07% | New | 1,058 | $52K |
| Boreal Capital Management LLC | 0.05% | No change | 1,000 | $50K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -41.3% | 984 | $49K |
| AE Wealth Management LLC | 0.00% | Reduce -34.7% | 961 | $48K |
| Robinswood Financial LLC | 0.01% | Reduce -55.6% | 942 | $47K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 900 | $45K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 861 | $43K |
| Global Assets Advisory, LLC | 0.01% | New | 793 | $39K |
| Financial Freedom, LLC | 0.02% | Add +0.7% | 763 | $38K |
| Gables Capital Management Inc. | 0.02% | No change | 724 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 670 | $33K |
| Bessemer Group Inc. | 0.00% | No change | 625 | $31K |
| Sunrise Financial Services, LLC | 0.02% | No change | 611 | $30K |
| Creative Financial Designs Inc. | 0.00% | Reduce -15.6% | 586 | $29K |
| Westside Investment Management, Inc. | 0.00% | No change | 560 | $28K |
| Blue Trust, Inc. | 0.00% | Add +1.3% | 548 | $27K |
| MCF Advisors LLC | 0.00% | No change | 541 | $27K |
| Trust Co | 0.00% | Add +0.4% | 532 | $26K |
| Archer Investment Corp | 0.00% | No change | 450 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 400 | $20K |
| Financial Consulate, Inc. | 0.00% | No change | 390 | $19K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.4% | 389 | $19K |
| Vision Financial Markets LLC | 0.02% | No change | 384 | $19K |
| Root Financial Partners, LLC | 0.00% | Reduce -80.4% | 371 | $18K |
| City Holding Co. | 0.00% | Add +37.0% | 370 | $18K |
| SHP Wealth Management | 0.00% | No change | 337 | $17K |
| Founders Financial Alliance, LLC | 0.00% | No change | 317 | $16K |
| Valley National Advisers Inc. | 0.00% | Add +1.3% | 311 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 300 | $15K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 291 | $14K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 285 | $14K |
| Arlington Trust Co LLC | 0.00% | No change | 280 | $14K |
| Key Financial Inc | 0.00% | Reduce -46.4% | 268 | $13K |
| Assetmark, Inc. | 0.00% | No change | 265 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 255 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.6% | 250 | $12K |
| Merrithew & Thorsten Inc | 0.01% | Add +1.4% | 223 | $11K |
| Evermay Wealth Management LLC | 0.00% | New | 215 | $11K |
| Aventura Private Wealth, LLC | 0.00% | Add +1.6% | 194 | $10K |
| CoreCap Advisors, LLC | 0.00% | Add +11.7% | 181 | $9K |
| Anchor Investment Management, LLC | 0.00% | Add +1.3% | 151 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 150 | $7K |
| Vanguard Advisers Inc. | 0.00% | — | 147 | $7K |
| Y.D. More Investments Ltd | 0.00% | No change | 120 | $6K |
| MPWM Advisory Solutions, LLC | 0.00% | Add +1.0% | 103 | $5K |
| JPL Wealth Management, LLC | 0.00% | New | 96 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Reduce -48.3% | 78 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 64 | $3K |
| Strive Financial Group ,LLC | 0.00% | Add +2.0% | 52 | $3K |
| Signature Equity Partners, LLC | 0.00% | No change | 58 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 56 | $3K |
| Evergreen Advisors, LLC | 0.00% | New | 54 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 53 | $3K |
| Financial Life Planners | 0.00% | New | 41 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 38 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 33 | $2K |
| Bulwark Capital Corp | 0.00% | No change | 32 | $2K |
| Proathlete Wealth Management LLC | 0.00% | Add +36.4% | 30 | $2K |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 29 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 28 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 26 | $1K |
| Virtus Advisers, LLC | 0.00% | Add +100.0% | 24 | $1K |
| Abound Wealth Management | 0.00% | New | 20 | $997 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 19 | $943 |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -76.9% | 15 | $744 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 13 | $661 |
| Signaturefd, LLC | 0.00% | No change | 4 | $199 |
| Hollencrest Capital Management | 0.00% | No change | 3 | $149 |
| GAMMA Investing LLC | 0.00% | No change | 2 | $99 |
| Coston, McIsaac & Partners | 0.00% | New | 10 | $0 |
"% 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.