Who Owns INV SP H/DIV L/VLTY ETF (SPHD)? -- Institutional Holders (2026-06-30)

389 institutions reported holding $1.10B of INV SP H/DIV L/VLTY ETF (SPHD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($114.2M), LPL Financial LLC ($110.1M), MORGAN STANLEY ($82.5M), BANK OF AMERICA CORP /DE/ ($67.5M), RAYMOND JAMES FINANCIAL INC ($35.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Brookstone Capital Management$114.2M2.2MAdded
2LPL Financial LLC$110.1M2.2MTrimmed
3MORGAN STANLEY$82.5M1.6MTrimmed
4BANK OF AMERICA CORP /DE/$67.5M1.3MAdded
5RAYMOND JAMES FINANCIAL INC$35.5M698,536Trimmed
6Royal Bank of Canada$35.2M693,188Added
7FRANKLIN RESOURCES INC$29.7M584,537Added
8UBS Group AG$29.1M573,365Added
9WELLS FARGO & COMPANY/MN$24.6M482,889Trimmed
10Avidian Wealth Enterprises, LLC$24.3M477,457Added
11AMERIPRISE FINANCIAL INC$23.5M461,211Added
12Private Advisor Group, LLC$21.6M424,912Added
13Financial Engines Advisors L.L.C.$17.5M344,685Trimmed
14BANK OF MONTREAL /CAN/$15.5M305,487Added
15Cetera Investment Advisers$15.3M301,244Added
16ENVESTNET ASSET MANAGEMENT INC$14.1M277,622Trimmed
17FMR LLC$13.3M261,580Trimmed
18OSAIC HOLDINGS, INC.$12.2M240,210Added
19COMMONWEALTH EQUITY SERVICES, LLC$12.0M236,860Trimmed
20XML Financial, LLC$11.8M232,722Added
21JONES FINANCIAL COMPANIES LLLP$11.5M221,602Added
22JPMORGAN CHASE & CO$11.0M212,084Trimmed
23Janney Montgomery Scott LLC$10.6M208,277Trimmed
24Cambridge Investment Research Advisors, Inc.$10.4M204,373Added
25FLAGSHIP HARBOR ADVISORS, LLC$10.0M196,700Added

来源：SEC 13F 申报文件 · 截至 2026-06-30