SPHD Institutional Ownership & Shareholders
INVESCO S&P 500 HIGH DIVIDEN (SPHD) is currently held by 339 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $919.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPHD tracked by InsiderSet, reporting ownership valued at approximately $110.06M 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 $112.59M, representing an estimated gain of +2.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed SPHD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, 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
339
Total Reported Value
$919.61M
Largest Holder
Lpl Financial Llc
Largest Position
$110.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 2,164,842 | $110,060,585 | $112,593,432 | +$2,532,847 | +2.30% | |
| Morgan Stanley | 0.00% | 1,622,981 | $82,512,401 | $84,411,242 | +$1,898,841 | +2.30% | |
| Bank Of America Corp | 0.00% | 1,328,231 | $67,527,246 | $69,081,294 | +$1,554,048 | +2.30% | |
| Raymond James Financial Inc | 0.01% | 698,536 | $35,513,561 | $36,330,857 | +$817,296 | +2.30% | |
| Royal Bank Of Canada | 0.01% | 693,188 | $35,243,000 | $36,052,708 | +$809,708 | +2.30% | |
| Ubs Group Ag | 0.00% | 573,365 | $29,149,877 | $29,820,714 | +$670,837 | +2.30% | |
| Wells Fargo & Company/Mn | 0.00% | 482,889 | $24,550,076 | $25,115,057 | +$564,981 | +2.30% | |
| Ameriprise Financial Inc | 0.00% | 461,211 | $23,454,709 | $23,987,584 | +$532,875 | +2.27% | |
| Private Advisor Group, Llc | 0.10% | 424,912 | $21,602,494 | $22,099,673 | +$497,179 | +2.30% | |
| Avidian Wealth Enterprises, Llc | 0.59% | 437,247 | $21,066,579 | $22,741,216 | +$1,674,637 | +7.95% | |
| Financial Engines Advisors L.L.C. | 0.03% | 344,685 | $17,523,785 | $17,927,067 | +$403,282 | +2.30% | |
| Bank Of Montreal | 0.01% | 305,487 | $15,530,959 | $15,888,379 | +$357,420 | +2.30% | |
| Cetera Investment Advisers | 0.01% | 301,244 | $15,315,258 | $15,667,700 | +$352,442 | +2.30% | |
| Envestnet Asset Management Inc | 0.00% | 277,622 | $14,114,322 | $14,439,120 | +$324,798 | +2.30% | |
| Fmr Llc | 0.00% | 261,580 | $13,298,744 | $13,604,776 | +$306,032 | +2.30% | |
| Osaic Holdings, Inc. | 0.01% | 240,210 | $12,213,488 | $12,493,322 | +$279,834 | +2.29% | |
| Xml Financial, Llc | 0.85% | 246,549 | $11,878,724 | $12,823,013 | +$944,289 | +7.95% | |
| Jones Financial Companies Lllp | 0.00% | 221,602 | $11,459,027 | $11,525,520 | +$66,493 | +0.58% | |
| Jpmorgan Chase & Co | 0.00% | 212,084 | $10,952,035 | $11,030,489 | +$78,454 | +0.72% | |
| Janney Montgomery Scott Llc | 0.02% | 208,277 | $10,589,000 | $10,832,487 | +$243,487 | +2.30% | |
| Cwm, Llc | 0.03% | 201,339 | $9,988,406 | $10,471,641 | +$483,235 | +4.84% | |
| Commonwealth Equity Services, Llc | 0.01% | 185,087 | $8,917,497 | $9,626,375 | +$708,878 | +7.95% | |
| Brookstone Capital Management | 0.08% | 175,601 | $8,460,460 | $9,133,008 | +$672,548 | +7.95% | |
| Stifel Financial Corp | 0.01% | 164,139 | $8,344,778 | $8,536,869 | +$192,091 | +2.30% | |
| Allworth Financial Lp | 0.04% | 163,648 | $8,319,887 | $8,511,332 | +$191,445 | +2.30% | |
| Newedge Advisors, Llc | 0.02% | 157,946 | $8,029,988 | $8,214,771 | +$184,783 | +2.30% | |
| Jump Financial, Llc | 0.07% | 154,491 | $7,854,322 | $8,035,077 | +$180,755 | +2.30% | |
| Goldman Sachs Group Inc | 0.00% | 146,224 | $7,434,028 | $7,605,110 | +$171,082 | +2.30% | |
| Northside Capital Management, Llc | 0.51% | 132,885 | $6,402,399 | $6,911,349 | +$508,950 | +7.95% | |
| Fortis Group Advisors, Llc | 1.00% | 123,500 | $6,278,716 | $6,423,235 | +$144,519 | +2.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 124,866 | $6,094,708 | $6,494,281 | +$399,573 | +6.56% | |
| Sanctuary Advisors, Llc | 0.03% | 111,012 | $5,643,850 | $5,773,734 | +$129,884 | +2.30% | |
| Concurrent Investment Advisors, Llc | 0.03% | 100,987 | $4,865,570 | $5,252,334 | +$386,764 | +7.95% | |
| D. E. Shaw & Co., Inc. | 0.00% | 95,122 | $4,836,002 | $4,947,295 | +$111,293 | +2.30% | |
| Truist Financial Corp | 0.01% | 97,686 | $4,706,533 | $5,080,649 | +$374,116 | +7.95% | |
| Lmcg Investments, Llc | 0.25% | 95,449 | $4,598,733 | $4,964,302 | +$365,569 | +7.95% | |
| Advocate Investing Services Llc | 3.59% | 95,007 | $4,577,414 | $4,941,314 | +$363,900 | +7.95% | |
| Equitable Holdings, Inc. | 0.03% | 86,834 | $4,414,634 | $4,516,236 | +$101,602 | +2.30% | |
| Delos Wealth Advisors, Llc | 2.25% | 86,027 | $4,373,613 | $4,474,264 | +$100,651 | +2.30% | |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | 85,400 | $4,342,000 | $4,441,654 | +$99,654 | +2.30% | |
| Oppenheimer & Co Inc | 0.05% | 89,134 | $4,294,476 | $4,635,859 | +$341,383 | +7.95% | |
| Venture Visionary Partners Llc | 0.11% | 89,083 | $4,292,051 | $4,633,207 | +$341,156 | +7.95% | |
| Creative Planning | 0.00% | 88,516 | $4,264,713 | $4,603,717 | +$339,004 | +7.95% | |
| Prostatis Group Llc | 0.91% | 77,276 | $3,928,720 | $4,019,125 | +$90,405 | +2.30% | |
| Advisor Os, Llc | 0.25% | 72,672 | $3,694,617 | $3,779,671 | +$85,054 | +2.30% | |
| Kestra Advisory Services, Llc | 0.01% | 71,968 | $3,467,396 | $3,743,056 | +$275,660 | +7.95% | |
| Geneos Wealth Management Inc. | 0.07% | 67,205 | $3,416,695 | $3,495,332 | +$78,637 | +2.30% | |
| Creativeone Wealth, Llc | 0.07% | 63,212 | $3,213,698 | $3,287,656 | +$73,958 | +2.30% | |
| Pinnacle Wealth Management Group, Inc. | 1.39% | 62,890 | $3,030,050 | $3,270,909 | +$240,859 | +7.95% | |
| Mml Investors Services, Llc | 0.01% | 58,154 | $2,956,556 | $3,024,590 | +$68,034 | +2.30% |
Frequently asked questions about SPHD
Who are the largest institutional holders of SPHD?
The largest institutional holders of SPHD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Raymond James Financial Inc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported SPHD position.
What is SPHD institutional ownership?
This page tracks SPHD positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 HIGH DIVIDEN (SPHD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPHD?
InsiderSet currently tracks 339 institutional managers reporting SPHD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPHD shareholders.
How much SPHD stock do institutions own?
Institutional investment managers disclosed approximately $919.61M in SPHD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPHD institutional ownership last updated?
The latest SPHD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPHD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPHD position after the reporting date.
Are institutions buying or selling SPHD?
Institutional buying and selling can be analyzed by comparing SPHD positions across consecutive 13F reporting periods. InsiderSet's SPHD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPHD ownership changes.
How has SPHD institutional ownership changed over time?
InsiderSet tracks SPHD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.