SPHD institutional holders

Invesco S&P 500 High Dividend Low Volatility ETF · 375 reporting institutions · $1.1B reported value

Funds that can replace SPHD · SPHD return decomposition

Institutional holdings

Institutions reporting SPHD, largest first
InstitutionReported positionAdvisors at firmReport period
Brookstone Capital Management$114.2M3372026-06-30
Lpl Financial LLC$110.1M23,4582026-06-30
Morgan Stanley$82.5M23,1852026-06-30
Bank of America Corp /de$67.5M02026-06-30
Raymond James Financial Inc$35.5M02026-06-30
Royal Bank of Canada$35.2M02026-06-30
Franklin Resources Inc$29.7M02026-06-30
UBS Group AG$29.1M02026-06-30
Wells Fargo & Company/mn$24.6M02026-06-30
Avidian Wealth Enterprises, LLC$24.3M432026-06-30
Ameriprise Financial Inc$23.5M02026-06-30
Private Advisor Group, LLC$21.6M9272026-06-30
Edelman Financial Engines$17.5M7222026-06-30
Bank of Montreal /can$15.5M02026-06-30
Cetera Investment Advisers$15.3M10,3702026-06-30
Envestnet Pmc$14.1M602026-06-30
Fmr LLC$13.3M02026-06-30
Osaic Holdings, Inc.$12.2M02026-06-30
Commonwealth Equity Services, LLC$12M2,8632026-06-30
Xml Financial, LLC$11.8M282026-06-30
Jones Financial Companies LLLP$11.5M02026-06-30
Shilanski & Associates, Inc.$11.4M02025-09-30
Jpmorgan Chase & Co$11M02026-06-30
Flagship Harbor Advisors, LLC$10M602026-06-30
Cwm, LLC$10M6672026-03-31
Stifel Financial Corp$8.3M02026-06-30
Allworth Financial, LP$8.3M3172026-06-30
Newedge Advisors$8M6012026-06-30
Wealth Enhancement Advisory Services, LLC$7.9M1,0262026-06-30
Jump Financial, LLC$7.9M02026-06-30
Goldman Sachs Group Inc$7.4M02026-06-30
Northside Capital Management, LLC$6.8M82026-06-30
Fortis Group Advisors, LLC$6.3M252026-06-30
Gilbert Capital Group$5.9M12026-06-30
Sanctuary Advisors, LLC$5.6M4012026-06-30
Truist Financial Corp$5M02026-06-30
D. E. Shaw & Co., LP$4.8M02026-06-30
Advocate Investing Services$4.8M52026-06-30
Lmcg Investments, LLC$4.7M72026-06-30
Venture Visionary Partners LLC$4.5M312026-06-30
Creative Planning$4.5M1,1712026-06-30
Oppenheimer & Co. Inc.$4.5M1,1662026-06-30
Equitable Holdings, Inc.$4.4M02026-06-30
Delos Wealth Advisors, LLC$4.4M62026-06-30
Prostatis Group LLC$3.9M152026-06-30
Advisor Os, LLC$3.7M22026-06-30
Kestra Advisory Services, LLC$3.6M1,4792026-06-30
Surience Private Wealth LLC$3.4M22026-06-30
Geneos Wealth Management, Inc.$3.4M1932026-06-30
Chris Bulman Inc$3.4M72026-06-30
Creativeone Wealth, LLC$3.2M2212026-06-30
Pinnacle Wealth Management Group, Inc.$3.1M32026-06-30
Capital Investment Advisory Services, LLC$3M1032026-06-30
MML Investors Services, LLC$3M5,1202026-06-30
Curran Financial Partners, LLC$3M162026-06-30
Baird Financial Group, Inc.$2.9M02026-06-30
Kennon Financial$2.9M12026-06-30
Strategic Financial Concepts, LLC$2.8M402026-06-30
Fortune Financial Group, Inc.$2.7M32026-06-30
Lynx Investment Advisory$2.7M112026-06-30
Wj Financial Advisors LLC$2.7M52026-06-30
Cookson Peirce Wealth Management$2.5M232026-06-30
Stonebridge Wealth Management, LLC$2.5M02026-06-30
Steward Partners Investment Advisory, LLC$2.4M4812026-06-30
Composition Wealth, LLC$2.3M762026-06-30
Massmutual Private Wealth & Trust, Fsb$2.3M02026-06-30
Washington Trust Bank$2.3M02026-06-30
World Investment Advisors$2.3M3592026-06-30
Viawealth, LLC$2.1M22026-06-30
Astra Wealth Management Group$2.1M142026-06-30
Colonial River Wealth Management LLC$2M82026-06-30
Farther Finance Advisors, LLC$2M3342026-06-30
Aqr Capital Management LLC$2M12026-06-30
Mercer Global Advisors Inc /adv$2M02026-06-30
Rockefeller Capital Management LP$1.9M3462026-06-30
Park Edge Advisors, LLC$1.9M52026-06-30
Meritage Portfolio Management$1.8M02025-12-31
Financial Discovery Group Inc$1.8M32026-06-30
Waverly Advisors, LLC$1.7M2312026-06-30
J.W. Cole Advisors, Inc.$1.7M4992026-06-30
Greenberg Financial Group$1.7M62025-12-31
Clear Creek Financial Management, LLC$1.7M442026-06-30
Stratos Wealth Partners, Ltd.$1.6M3862026-06-30
Atlas Legacy Advisors, LLC$1.6M42026-06-30
Continuum Advisory, LLC$1.6M402026-06-30
Gts Securities LLC$1.5M02026-06-30
Arkadios Wealth Advisors$1.5M2262026-06-30
Financial Solutions Advisory Group$1.5M82026-06-30
Crescent Grove Advisors, LLC$1.5M212026-06-30
Axxcess Wealth Management, LLC$1.5M382026-06-30
Lanark Financial, Inc.$1.4M692026-06-30
Northwestern Mutual Wealth Management Co$1.4M02026-06-30
Harbour Investments, Inc.$1.4M2472026-06-30
Private Trust Co NA$1.4M02026-06-30
Hightower Advisors, LLC$1.4M1,0462026-06-30
Brookwood Investment Group LLC$1.4M692026-06-30
Rda Financial Network$1.3M162026-06-30
Invesco Ltd.$1.3M02026-06-30
Y-Intercept (hong Kong) Ltd$1.3M02026-06-30
Tower Research Capital LLC (trc)$1.3M02026-06-30
Summit Financial Wealth Advisors, LLC$1.2M172026-06-30
Davenport & Co LLC$1.2M3392026-06-30
Patten Group, Inc.$1.2M72026-06-30
Perigon Wealth Management, LLC$1.2M922026-06-30
Atria Investments, Inc$1.2M62026-06-30
Concurrent Investment Advisors, LLC$1.2M3492026-06-30
Patten & Patten Inc/tn$1.2M02026-06-30
L.M. Kohn & Company$1.2M02025-09-30
D.A. Davidson & Co.$1.1M6892026-06-30
Koshinski Asset Management, Inc.$1.1M692026-06-30
Citigroup Inc$1.1M02026-06-30
Cva Family Office, LLC$1.1M82026-06-30
Principal Securities, Inc.$1M1,4632026-06-30
Alphastar Capital Management, LLC$1M1572026-06-30
Western Wealth Management, LLC$1M1122026-06-30
International Assets Investment Management, LLC$1M1222026-06-30
Safe Harbor Fiduciary, LLC$995.3K32026-06-30
Sage Capital Management, LLC$982.7K32026-06-30
Integrated Wealth Concepts LLC$971.7K4802026-06-30
Foguth Wealth Management, Llc.$966.6K512026-06-30
Tocqueville Asset Management LP$953.7K322026-06-30
McLean Asset Management Corp.$949.9K162026-06-30
Susquehanna International Group, LLP$947.8K02026-06-30
Code Waechter LLC$933.5K52026-06-30
Rfg Advisory, LLC$922.4K1912026-06-30
Eagle Strategies LLC$920.3K2,4962026-06-30
Sunbelt Securities, Inc.$895.1K632026-03-31
Global Retirement Partners LLC$874.1K4912026-06-30
Lowe Brockenbrough & Co Inc$871.9K152026-06-30
Mariner, LLC$865K02026-06-30
Level Four Advisory Services$827K1412026-06-30
Parallel Advisors, LLC$825.7K752026-06-30
Gladstone Institutional Advisory LLC$822.9K1082026-06-30
Bleakley Financial Group, LLC$813.4K1242026-06-30
Wealthfront Advisers LLC$801.7K402026-06-30
Cornerstone Wealth Management, LLC$774.6K02026-06-30
Ims Capital Management$761.7K02025-09-30
Irc Wealth$747.5K72026-06-30
Captrust Financial Advisors$744.4K9622026-06-30
Portland Financial Advisors Inc$738.6K12026-06-30
Focus Partners Advisor Solutions, LLC$718.8K422026-06-30
&partners$697.5K5552026-06-30
Sigma Planning Corp$692.7K4742026-06-30
Fifth Third Securities, Inc.$688.9K1,0142026-06-30
Truewealth Advisors, LLC$686.2K142026-06-30
Wealthspire Advisors, LLC$672K2372026-06-30
Sfmg, LLC$654.4K162026-06-30
Pfg Investments, LLC$647.5K02026-06-30
Sovran Advisors, LLC$644K702026-06-30
Carlson Financial, Inc.$640.1K42026-06-30
Prospera Financial Services, Inc.$635.8K2702026-06-30
Financial Insights Wealth Management$627.9K82026-06-30
Magnus Financial Group LLC$622.3K102026-06-30
Rvw Wealth, LLC$606K82026-06-30
Laurel Oak Wealth Management, LLC$601K142026-06-30
Golden State Wealth Management, LLC$594.5K472026-06-30
Compound Planning, Inc.$576K752026-06-30
Spire Wealth Management$566.2K32026-06-30
Winter & Associates, Inc.$561.4K42026-06-30
Simplicity Wealth, LLC$561.4K02026-06-30
Steelpeak Wealth, LLC$558.9K422026-06-30
Carret Asset Management, LLC$554.2K112026-06-30
Hb Wealth Management, LLC$539.6K1692026-06-30
Apollon Financial, LLC$537.7K202026-06-30
Hbw Advisory Services LLC$536.2K682026-06-30
Mitchell McLeod Pugh & Williams Inc$522.8K102026-06-30
Regal Investment Advisors LLC$520.1K1172026-06-30
Ameritas Advisory Services, LLC$519.2K5502026-06-30
Essex Financial Services, Inc.$512K332026-06-30
Private Advisory Group LLC$511K182026-06-30
Wbh Advisory Inc$491.3K112026-06-30
Estate Counselors, LLC$487.8K52026-06-30
Ascentis Independent Advisors$487.6K532026-06-30
Bnp Paribas Financial Markets$481.6K02026-06-30
Beacon Pointe Advisors, LLC$480.5K4662026-06-30
Kingsview Wealth Management, LLC$475.6K1152026-06-30
Jane Street Group, LLC$465.7K02026-06-30
Quartz Partners, LLC$454.4K292026-06-30
Highpoint Advisor Group LLC$449.8K1142026-06-30
Brown, Lisle/cummings, Inc.$444K82026-03-31
Kestra Private Wealth Services, LLC$438.2K2062026-06-30
Prairie Wealth Advisors, Inc.$437.4K92026-06-30
Realta Investment Advisors$434.7K572026-06-30
Alphacore Capital LLC$434.6K692026-06-30
Chevy Chase Trust Holdings, LLC$433.6K02026-06-30
Hilltop Holdings Inc.$432.1K02026-06-30
Talon Private Wealth, LLC$432.1K02026-03-31
Second Half Financial Partners, LLC$424.4K32026-06-30
Ifg Advisory, LLC$422.4K1102026-06-30
Avior Wealth Management, LLC$422.2K692026-06-30
Holt Capital Advisors, LLC Dba Holt Capital Partners, LP$422K12026-06-30
Citadel Advisors LLC$421.6K02026-06-30
Shulman Demeo Asset Management, LLC$413.5K42026-06-30
Mgo One Seven LLC$410.8K1182026-06-30
Milestone Asset Management, LLC$410.7K112026-06-30
Dynamic$402.8K752026-06-30
Cerity Partners LLC$396.4K7772026-06-30
The Wealth Alliance, LLC$393K122026-06-30
Whittier Trust Co$392.5K02026-06-30
Kovack Advisors, Inc.$386.2K2582026-06-30
Interactive Financial Advisors, Inc.$382.5K342026-06-30
Fifth Third Bancorp$381.1K02026-06-30
First Heartland Consultants, Inc.$381K992026-06-30
Cubist Systematic Strategies, LLC$379.7K02025-09-30
Godfrey Financial Associates, Inc.$376.2K32026-06-30
Daiwa Securities Group Inc.$371.1K02026-06-30
Envestnet Portfolio Solutions, Inc.$369.1K32026-06-30
Arta Finance$351.6K32026-06-30
Oppenheimer Asset Management$347.9K52026-06-30
Smith, Moore & Co.$345.8K452026-06-30
Ncm Capital Management, LLC$334.1K22026-06-30
Guardian Asset Advisors, LLC$331.4K92026-06-30
Sequoia Financial Group, LLC$322.6K2582026-06-30
Advisory Services Network$312.1K2532026-06-30
Focus Financial$307K1212026-06-30
Haverford Trust Co$305K02026-06-30
Stratos Investment Management, LLC$304.6K72026-06-30
Independent Financial Group, LLC$298K4812026-06-30
Integrity Alliance, Llc.$297.6K3532026-06-30
Comerica Bank$287.6K02025-12-31
First Foundation Advisors$287.1K292026-06-30
Herold Advisors, Inc.$287K132026-06-30
Foundations Investment Advisors, LLC$286.7K3022026-06-30
Westbourne Investments, Inc.$283.6K52026-06-30
TD Waterhouse Canada Inc.$277.8K02026-06-30
Symphony Financial, Ltd. Co.$276.2K462026-06-30
Klcm Advisors, Inc.$275.8K52026-06-30
Iht Wealth Management LLC$269.3K1592026-06-30
Zacks Investment Management$265.8K832026-06-30
Worth Financial Advisory Group, LLC$265.5K72026-06-30
Lido Advisors, LLC$263K3202026-06-30
Waterloo Capital, LP$261.7K572026-06-30
Mainsail Financial Group, LLC$254.2K62026-06-30
Triton Wealth Management, PLLC$252.9K92026-06-30
Joseph P. Lucia & Associates, LLC$252.4K32026-06-30
Fidelis Capital Partners, LLC$252.2K142026-06-30
Summit Financial, LLC$252K2292026-06-30
Capital Advisors Wealth Management, LLC$252K62026-06-30
Pacific Sun Financial Corp$250.6K32026-06-30
Btg Pactual Asset Management US LLC$247.9K652026-06-30
Gateway Wealth Partners, LLC$247.7K1012026-06-30
Bridgewealth Advisory Group, LLC$244K52026-06-30
Blackrock, Inc.$236.7K02026-06-30
Trustbank$233.4K02026-06-30
Arax Advisory Partners$231.8K2322026-06-30
Caldwell Trust Co$231.5K02026-06-30
Great Valley Advisor Group, LLC$229.5K2052026-06-30
Maridea Wealth Management$229.3K382026-06-30
Strategy Asset Managers LLC$220.7K112026-06-30
Taylor Securities Services, Inc.$220.1K42026-06-30

The 250 largest of 375 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30