INVESCO S&P 500 HIGH DIVIDEN (SPHD) Top Institutional Shareholders
INVESCO S&P 500 HIGH DIVIDEN (SPHD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.05B in SPHD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPHD tracked by InsiderSet, reporting ownership valued at approximately $108.59M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $109.79M, representing an estimated gain of +1.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed SPHD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Brookstone Capital Management, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 HIGH DIVIDEN (SPHD).
This page ranks the largest institutional SPHD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
341
Total Reported Value
$1.05B
Largest Holder
Lpl Financial Llc
Largest Position
$108.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 2,188,863 | $108,589,509 | $109,793,368 | +$1,203,859 | +1.11% | |
| Brookstone Capital Management | 1.20% | 2,113,628 | $104,857,073 | $106,019,580 | +$1,162,507 | +1.11% | |
| Morgan Stanley | 0.01% | 2,045,872 | $101,495,744 | $102,620,940 | +$1,125,196 | +1.11% | |
| Bank Of America Corp | 0.00% | 1,317,728 | $65,372,484 | $66,097,236 | +$724,752 | +1.11% | |
| Financial Engines Advisors L.L.C. | 0.09% | 889,433 | $44,124,771 | $44,613,959 | +$489,188 | +1.11% | |
| Raymond James Financial Inc | 0.01% | 705,051 | $34,977,589 | $35,365,358 | +$387,769 | +1.11% | |
| Royal Bank Of Canada | 0.01% | 652,323 | $32,361,000 | $32,720,522 | +$359,522 | +1.11% | |
| Franklin Resources Inc | 0.01% | 558,629 | $27,713,585 | $28,020,831 | +$307,246 | +1.11% | |
| Ubs Group Ag | 0.00% | 557,549 | $27,660,006 | $27,966,658 | +$306,652 | +1.11% | |
| Wells Fargo & Company/Mn | 0.01% | 519,027 | $25,748,947 | $26,034,394 | +$285,447 | +1.11% | |
| Avidian Wealth Enterprises, Llc | 0.74% | 468,957 | $23,264,939 | $23,522,883 | +$257,944 | +1.11% | |
| Private Advisor Group, Llc | 0.08% | 362,812 | $17,999,114 | $18,198,650 | +$199,536 | +1.11% | |
| Ameriprise Financial Inc | 0.00% | 346,388 | $17,187,049 | $17,374,822 | +$187,773 | +1.09% | |
| Bank Of Montreal | 0.01% | 281,621 | $13,971,217 | $14,126,109 | +$154,892 | +1.11% | |
| Envestnet Asset Management Inc | 0.00% | 281,342 | $13,957,369 | $14,112,115 | +$154,746 | +1.11% | |
| Fmr Llc | 0.00% | 271,534 | $13,470,832 | $13,620,145 | +$149,313 | +1.11% | |
| Cetera Investment Advisers | 0.01% | 265,749 | $13,183,827 | $13,329,970 | +$146,143 | +1.11% | |
| Commonwealth Equity Services, Llc | 0.02% | 238,032 | $11,808,785 | $11,939,685 | +$130,900 | +1.11% | |
| Xml Financial, Llc | 0.90% | 224,691 | $11,146,924 | $11,270,501 | +$123,577 | +1.11% | |
| Jones Financial Companies Lllp | 0.00% | 210,964 | $10,356,213 | $10,581,954 | +$225,741 | +2.18% | |
| Stifel Financial Corp | 0.01% | 205,737 | $10,206,303 | $10,319,768 | +$113,465 | +1.11% | |
| Cwm, Llc | 0.03% | 201,339 | $9,988,406 | $10,099,164 | +$110,758 | +1.11% | |
| Osaic Holdings, Inc. | 0.01% | 197,300 | $9,789,160 | $9,896,568 | +$107,408 | +1.10% | |
| Allworth Financial Lp | 0.04% | 182,150 | $9,036,443 | $9,136,644 | +$100,201 | +1.11% | |
| Leelyn Smith, Llc | 1.23% | 176,553 | $8,758,789 | $8,855,898 | +$97,109 | +1.11% | |
| Fusion Capital, Llc | 1.80% | 134,580 | $6,676,520 | $6,750,533 | +$74,013 | +1.11% | |
| Northside Capital Management, Llc | 0.58% | 132,885 | $6,592,425 | $6,665,512 | +$73,087 | +1.11% | |
| Two Sigma Investments, Lp | 0.01% | 130,500 | $6,474,105 | $6,545,880 | +$71,775 | +1.11% | |
| Fortis Group Advisors, Llc | 1.07% | 128,373 | $6,471,284 | $6,439,190 | -$32,094 | -0.50% | |
| Estate Counselors, Llc | 0.54% | 123,070 | $6,105,503 | $6,173,191 | +$67,688 | +1.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 103,672 | $5,142,109 | $5,200,188 | +$58,079 | +1.13% | |
| Truist Financial Corp | 0.01% | 101,818 | $5,051,213 | $5,107,191 | +$55,978 | +1.11% | |
| Flagship Harbor Advisors, Llc | 0.22% | 100,868 | $5,004,062 | $5,059,539 | +$55,477 | +1.11% | |
| Equitable Holdings, Inc. | 0.03% | 96,030 | $4,611,085 | $4,816,865 | +$205,780 | +4.46% | |
| Lmcg Investments, Llc | 0.27% | 90,769 | $4,503,050 | $4,552,973 | +$49,923 | +1.11% | |
| Creativeone Wealth, Llc | 0.10% | 90,076 | $4,468,692 | $4,518,212 | +$49,520 | +1.11% | |
| Oppenheimer & Co Inc | 0.05% | 89,728 | $4,451,406 | $4,500,756 | +$49,350 | +1.11% | |
| Venture Visionary Partners Llc | 0.15% | 89,033 | $4,416,967 | $4,465,895 | +$48,928 | +1.11% | |
| Advocate Investing Services Llc | 3.72% | 88,457 | $4,388,328 | $4,437,003 | +$48,675 | +1.11% | |
| Creative Planning | 0.00% | 88,244 | $4,377,800 | $4,426,319 | +$48,519 | +1.11% | |
| Delos Wealth Advisors, Llc | 2.32% | 81,793 | $4,057,751 | $4,102,737 | +$44,986 | +1.11% | |
| Eversource Wealth Advisors, Llc | 0.12% | 152,306 | $4,048,305 | $7,639,669 | +$3,591,364 | +88.71% | |
| Independent Financial Group, Llc | 0.05% | 100,463 | $4,015,483 | $5,039,224 | +$1,023,741 | +25.49% | |
| Sanctuary Advisors, Llc | 0.02% | 80,677 | $4,002,380 | $4,046,758 | +$44,378 | +1.11% | |
| Medallion Wealth Advisors, Llc | 0.25% | 74,182 | $3,643,442 | $3,720,969 | +$77,527 | +2.13% | |
| Advisor Os, Llc | 0.26% | 73,321 | $3,637,466 | $3,677,781 | +$40,315 | +1.11% | |
| Chris Bulman Inc | 1.59% | 73,280 | $3,635,442 | $3,675,725 | +$40,283 | +1.11% | |
| Fortune Financial Group, Inc. | 4.53% | 69,784 | $3,461,979 | $3,500,365 | +$38,386 | +1.11% | |
| Lynx Investment Advisory | 1.65% | 69,783 | $3,461,950 | $3,500,315 | +$38,365 | +1.11% | |
| Prostatis Group Llc | 0.84% | 66,050 | $3,276,716 | $3,313,068 | +$36,352 | +1.11% |
Frequently asked questions about SPHD
Who owns the most SPHD stock?
The largest holders of SPHD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 HIGH DIVIDEN (SPHD).
Is SPHD widely held by superinvestors?
Many widely followed stocks like SPHD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPHD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.