SPHD

Invesco S&P 500 High DividenETF
UnclassifiedUSCUSIP 46138E362◍ Confluence graph
Tracked 13F Holders
324
-65 QoQ
13F Value (tracked)
$941.1M
13F Moves · latest Q
24 added
19 trimmed
Recent Filings
0

Who owns SPHD?

324 tracked 13F filers

324 tracked 13F filers disclose a position in SPHD as of the latest SEC 13F filings, a combined $941.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$108.6M
2.2M
+4.2%
Added · +89K sh
Q1 2026
2MORGAN STANLEY
$101.5M
2.0M
−6.4%
Reduced · −141K sh
Q1 2026
3BANK OF AMERICA CORP /DE/
$65.4M
1.3M
+2.5%
Added · +32K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$35.0M
705K
+2.9%
Added · +20K sh
Q1 2026
5ROYAL BANK OF CANADA
$32.4M
652K
−2.6%
Reduced · −17K sh
Q1 2026
6JPMORGAN CHASE & CO
$29.2M
593K
+197%
Added · +393K sh
Q1 2026
7FRANKLIN TEMPLETON INC
$27.7M
559K
−15%
Reduced · −100K sh
Q1 2026
8UBS Group AG
$27.7M
558K
+8.4%
Added · +43K sh
Q1 2026
9WELLS FARGO & COMPANY/MN
$25.7M
519K
−19%
Reduced · −124K sh
Q1 2026
10Avidian Wealth Enterprises, LLC
$24.3M
477K
+1.8%
Added · +9K sh
Q2 2026
11Private Advisor Group, LLC
$21.6M
425K
+17%
Added · +62K sh
Q2 2026
12AMERIPRISE FINANCIAL INC
$17.2M
346K
+1.0%
Added · +3K sh
Q1 2026
13Financial Engines Advisors L.L.C.
$17.5M
345K
−61%
Reduced · −545K sh
Q2 2026
14BANK OF MONTREAL /CAN/
$14.0M
282K
+5.5%
Added · +15K sh
Q1 2026
15ENVESTNET ASSET MANAGEMENT INC
$14.0M
281K
+2.2%
Added · +6K sh
Q1 2026
16FMR LLC
$13.5M
272K
−2.3%
Reduced · −6K sh
Q1 2026
17Cetera Investment Advisers
$13.2M
266K
+2.7%
Added · +7K sh
Q1 2026
18COMMONWEALTH EQUITY SERVICES, LLC
$11.8M
238K
−3.9%
Reduced · −10K sh
Q1 2026
19JONES FINANCIAL COMPANIES LLLP
$10.4M
211K
~0%
Added · +75 sh
Q1 2026
20STIFEL FINANCIAL CORP
$10.2M
206K
−67%
Reduced · −421K sh
Q1 2026
21CWM, LLC
$10.0M
201K
−15%
Reduced · −35K sh
Q1 2026
22OSAIC HOLDINGS, INC.
$9.8M
197K
−5.8%
Reduced · −12K sh
Q1 2026
23FLAGSHIP HARBOR ADVISORS, LLC
$10.0M
197K
+95%
Added · +96K sh
Q2 2026
24Allworth Financial LP
$9.0M
182K
−3.1%
Reduced · −6K sh
Q1 2026
25NewEdge Advisors, LLC
$8.0M
158K
+2.6%
Added · +4K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SPHD being bought or sold by institutions?

Last quarter, 4 funds opened a new position in SPHD and 20 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
20
funds
Reduced
19
funds
Exited
0
funds

Funds that own SPHD also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA193 funds$92.6B
APPLE INCAAPL193 funds$75.6B
MICROSOFT CORPMSFT192 funds$62.9B
AMAZON.COM INCAMZN191 funds$46.7B
ALPHABET INC-CL AGOOGL191 funds$40.8B
SS SPDR S&P 500 ETF TRUST-USSPY189 funds$9.3B
ALPHABET INC-CL CGOOG188 funds$26.3B
META PLATFORMS INC-CLASS AMETA187 funds$23.8B
ELI LILLY & COLLY187 funds$17.4B
JPMORGAN CHASE & COJPM185 funds$19.0B
ABBVIE INCABBV184 funds$9.8B
WALMART INCWMT183 funds$12.5B

Ranked by how many of SPHD's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

226 funds+1 since Q3 2024
0146291Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $277.6M

Share classes

Class13F holdersValue held
SPMOmc702 funds$7.3B
SPLVmc685 funds$4.0B
PGXmc378 funds$2.0B
SPHDthis pagemc324 funds$941.1M
KBWBmc298 funds$4.0B
PZAmc293 funds$3.6B
IDMOmc261 funds$2.2B
PXFmc237 funds$1.7B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in SPHD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SPHD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SPHD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SPHD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.