INVESCO S&P 500 HIGH DIVIDEN (SPHD) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.06B in SPHD holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of SPHD tracked by InsiderSet, reporting ownership valued at approximately $114.24M in its June 30, 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 $113.75M, representing an estimated loss of -0.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed SPHD value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Lpl Financial Llc, 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
348
Total Reported Value
$1.06B
Largest Holder
Brookstone Capital Management
Largest Position
$114.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 1.15% | 2,247,099 | $114,242,493 | $113,748,151 | -$494,342 | -0.43% | |
| Lpl Financial Llc | 0.02% | 2,164,842 | $110,060,585 | $109,584,302 | -$476,283 | -0.43% | |
| Morgan Stanley | 0.00% | 1,622,981 | $82,512,401 | $82,155,298 | -$357,103 | -0.43% | |
| Bank Of America Corp | 0.00% | 1,328,231 | $67,527,246 | $67,235,053 | -$292,193 | -0.43% | |
| Raymond James Financial Inc | 0.01% | 698,536 | $35,513,561 | $35,359,892 | -$153,669 | -0.43% | |
| Royal Bank Of Canada | 0.01% | 693,188 | $35,243,000 | $35,089,177 | -$153,823 | -0.44% | |
| Ubs Group Ag | 0.00% | 573,365 | $29,149,877 | $29,023,736 | -$126,141 | -0.43% | |
| Wells Fargo & Company/Mn | 0.00% | 482,889 | $24,550,076 | $24,443,841 | -$106,235 | -0.43% | |
| Avidian Wealth Enterprises, Llc | 0.67% | 477,457 | $24,273,889 | $24,168,873 | -$105,016 | -0.43% | |
| Ameriprise Financial Inc | 0.00% | 461,211 | $23,454,709 | $23,346,501 | -$108,208 | -0.46% | |
| Private Advisor Group, Llc | 0.10% | 424,912 | $21,602,494 | $21,509,045 | -$93,449 | -0.43% | |
| Financial Engines Advisors L.L.C. | 0.03% | 344,685 | $17,523,785 | $17,447,955 | -$75,830 | -0.43% | |
| Bank Of Montreal | 0.01% | 305,487 | $15,530,959 | $15,463,752 | -$67,207 | -0.43% | |
| Cetera Investment Advisers | 0.01% | 301,244 | $15,315,258 | $15,248,971 | -$66,287 | -0.43% | |
| Envestnet Asset Management Inc | 0.00% | 277,622 | $14,114,322 | $14,053,226 | -$61,096 | -0.43% | |
| Fmr Llc | 0.00% | 261,580 | $13,298,744 | $13,241,180 | -$57,564 | -0.43% | |
| Osaic Holdings, Inc. | 0.01% | 240,210 | $12,213,488 | $12,159,430 | -$54,058 | -0.44% | |
| Commonwealth Equity Services, Llc | 0.02% | 236,860 | $12,041,962 | $11,989,853 | -$52,109 | -0.43% | |
| Xml Financial, Llc | 0.86% | 232,722 | $11,831,579 | $11,780,388 | -$51,191 | -0.43% | |
| Jones Financial Companies Lllp | 0.00% | 221,602 | $11,459,027 | $11,217,493 | -$241,534 | -2.11% | |
| Jpmorgan Chase & Co | 0.00% | 212,084 | $10,952,035 | $10,735,692 | -$216,343 | -1.98% | |
| Janney Montgomery Scott Llc | 0.02% | 208,277 | $10,589,000 | $10,542,982 | -$46,018 | -0.43% | |
| Flagship Harbor Advisors, Llc | 0.38% | 196,700 | $10,000,220 | $9,956,954 | -$43,266 | -0.43% | |
| Cwm, Llc | 0.03% | 201,339 | $9,988,406 | $10,191,780 | +$203,374 | +2.04% | |
| Stifel Financial Corp | 0.01% | 164,139 | $8,344,778 | $8,308,716 | -$36,062 | -0.43% | |
| Allworth Financial Lp | 0.04% | 163,648 | $8,319,887 | $8,283,862 | -$36,025 | -0.43% | |
| Newedge Advisors, Llc | 0.02% | 157,946 | $8,029,988 | $7,995,227 | -$34,761 | -0.43% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 153,301 | $7,944,063 | $7,760,097 | -$183,966 | -2.32% | |
| Jump Financial, Llc | 0.07% | 154,491 | $7,854,322 | $7,820,334 | -$33,988 | -0.43% | |
| Goldman Sachs Group Inc | 0.00% | 146,224 | $7,434,028 | $7,401,859 | -$32,169 | -0.43% | |
| Northside Capital Management, Llc | 0.55% | 132,885 | $6,755,873 | $6,726,639 | -$29,234 | -0.43% | |
| Fortis Group Advisors, Llc | 1.00% | 123,500 | $6,278,716 | $6,251,570 | -$27,146 | -0.43% | |
| Gilbert Capital Group, Inc. | 4.12% | 115,617 | $5,877,968 | $5,852,533 | -$25,435 | -0.43% | |
| Sanctuary Advisors, Llc | 0.03% | 111,012 | $5,643,850 | $5,619,427 | -$24,423 | -0.43% | |
| Truist Financial Corp | 0.01% | 98,972 | $5,031,760 | $5,009,963 | -$21,797 | -0.43% | |
| D. E. Shaw & Co., Inc. | 0.00% | 95,122 | $4,836,002 | $4,815,076 | -$20,926 | -0.43% | |
| Advocate Investing Services Llc | 3.71% | 94,662 | $4,812,593 | $4,791,790 | -$20,803 | -0.43% | |
| Venture Visionary Partners Llc | 0.13% | 89,083 | $4,529,013 | $4,509,381 | -$19,632 | -0.43% | |
| Oppenheimer & Co Inc | 0.05% | 88,660 | $4,507,474 | $4,487,969 | -$19,505 | -0.43% | |
| Lmcg Investments, Llc | 0.27% | 90,769 | $4,503,050 | $4,594,727 | +$91,677 | +2.04% | |
| Equitable Holdings, Inc. | 0.03% | 86,834 | $4,414,634 | $4,395,537 | -$19,097 | -0.43% | |
| Delos Wealth Advisors, Llc | 2.25% | 86,027 | $4,373,613 | $4,354,687 | -$18,926 | -0.43% | |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | 85,400 | $4,342,000 | $4,322,948 | -$19,052 | -0.44% | |
| Prostatis Group Llc | 0.91% | 77,276 | $3,928,720 | $3,911,711 | -$17,009 | -0.43% | |
| Advisor Os, Llc | 0.25% | 72,672 | $3,694,617 | $3,678,657 | -$15,960 | -0.43% | |
| Kestra Advisory Services, Llc | 0.01% | 70,013 | $3,559,437 | $3,544,058 | -$15,379 | -0.43% | |
| Surience Private Wealth Llc | 3.01% | 67,334 | $3,423,261 | $3,408,447 | -$14,814 | -0.43% | |
| Geneos Wealth Management Inc. | 0.07% | 67,205 | $3,416,695 | $3,401,917 | -$14,778 | -0.43% | |
| Chris Bulman Inc | 1.24% | 67,003 | $3,406,405 | $3,391,692 | -$14,713 | -0.43% | |
| Creativeone Wealth, Llc | 0.07% | 63,212 | $3,213,698 | $3,199,791 | -$13,907 | -0.43% |
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.