INVESCO S&P 500 HIGH DIVIDEN SPHD
$52.10
+1.7% 52w: $44.80 – $52.10
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data44.8048.4552.10
Jun 20, 2025 Jul 2, 2026
Institutional holders
344
+8 QoQ
13F value
$1.11B
+12.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.1×
$1.9M calls / $1.8M puts
Institutional value by quarter
Number of holders
Who owns SPHD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 2.2M | $108.6M | 0.0% | +4.2% |
| Brookstone Capital Management | Wealth advisor | 2.1M | $104.9M | 1.2% | +1677.3% |
| MORGAN STANLEY | Bank broker | 2.0M | $101.5M | 0.0% | -6.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $65.4M | 0.0% | +2.5% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 889.4K | $44.1M | 0.1% | -2.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 705.1K | $35.0M | 0.0% | +2.9% |
| ROYAL BANK OF CANADA | Bank broker | 652.3K | $32.4M | 0.0% | -2.6% |
| JPMORGAN CHASE & CO | Bank broker | 592.7K | $29.2M | 0.0% | +197.1% |
| FRANKLIN RESOURCES INC | Long only active | 558.6K | $27.7M | 0.0% | -15.2% |
| UBS Group AG | Bank broker | 557.5K | $27.7M | 0.0% | +8.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 519.0K | $25.7M | 0.0% | -19.3% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 469.0K | $23.3M | 0.7% | +0.9% |
| Private Advisor Group, LLC | Wealth advisor | 362.8K | $18.0M | 0.1% | +12.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 346.4K | $17.2M | 0.0% | +1.0% |
| BANK OF MONTREAL /CAN/ | Bank broker | 281.6K | $14.0M | 0.0% | +5.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 281.3K | $14.0M | 0.0% | +2.2% |
| FMR LLC | Long only active | 271.5K | $13.5M | 0.0% | -2.3% |
| Cetera Investment Advisers | Wealth advisor | 265.7K | $13.2M | 0.0% | +2.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 238.0K | $11.8M | 0.0% | -3.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 231.6K | $11.5M | 0.0% | +38.3% |
| XML Financial, LLC | Wealth advisor | 224.7K | $11.1M | 0.9% | +12.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 211.0K | $10.4M | 0.0% | 0.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 205.7K | $10.2M | 0.0% | -67.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 203.0K | $10.1M | 0.0% | +1.4% |
| CWM, LLC | Wealth advisor | 201.3K | $10.0M | 0.0% | -14.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 197.3K | $9.8M | 0.0% | -5.8% |
| Allworth Financial LP | Wealth advisor | 182.2K | $9.0M | 0.0% | -3.1% |
| Leelyn Smith, LLC | Other | 176.6K | $8.8M | 1.2% | +4.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 154.0K | $7.6M | 0.0% | +27.4% |
| Fortune Financial Group, Inc. | Wealth advisor | 139.6K | $6.9M | 6.2% | +105.1% |
| Fusion Capital, LLC | Other | 134.6K | $6.7M | 1.8% | +5.5% |
| Northside Capital Management, LLC | Other | 132.9K | $6.6M | 0.6% | Held |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 130.5K | $6.5M | 0.0% | +555.8% |
| Fortis Group Advisors, LLC | Wealth advisor | 128.4K | $6.5M | 1.1% | +1.6% |
| Estate Counselors, LLC | Wealth advisor | 123.1K | $6.1M | 0.5% | New |
| FLOW TRADERS U.S. LLC | Market maker | 107.8K | $5.3M | 0.2% | +1119.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 103.7K | $5.1M | 0.0% | -26.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 101.8K | $5.1M | 0.0% | -12.7% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 100.9K | $5.0M | 0.2% | +696.7% |
| Equitable Holdings, Inc. | Wealth advisor | 96.0K | $4.6M | 0.0% | -31.1% |
| LMCG INVESTMENTS, LLC | Other | 90.8K | $4.5M | 0.3% | +20.0% |
| CreativeOne Wealth, LLC | Wealth advisor | 90.1K | $4.5M | 0.1% | -1.1% |
| OPPENHEIMER & CO INC | Diversified mechanical | 89.7K | $4.5M | 0.1% | +0.1% |
| Venture Visionary Partners LLC | Other | 89.0K | $4.4M | 0.1% | +12.2% |
| Advocate Investing Services LLC | Wealth advisor | 88.5K | $4.4M | 3.7% | +84.2% |
| Creative Planning | Wealth advisor | 88.2K | $4.4M | 0.0% | +6.1% |
| Clal Insurance Enterprises Holdings Ltd | Other | 85.4K | $4.2M | 0.0% | Held |
| Delos Wealth Advisors, LLC | Wealth advisor | 81.8K | $4.1M | 2.3% | +9.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 80.7K | $4.0M | 0.0% | -41.5% |
| Advisor OS, LLC | Wealth advisor | 73.3K | $3.6M | 0.3% | New |
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