INVESCO EXCH TRADED FD TR II (XSHQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
69
Reporting holders
$157.8M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $30.1M | 622,416 | 0.01% | 25q | -16.2%-$5.8M |
| Larson Financial Group LLC | $27.6M | 570,428 | 0.72% | 9q | -3.1%-$879.1K |
| Coppell Advisory Solutions LLC | $9.1M | 1,419 | 0.75% | new | NEW |
| HighPoint Advisor Group LLC | $7.9M | 164,234 | 0.28% | 3q | -3.5%-$288.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.4M | 154,071 | 0.00% | 8q | -63.7%-$13.1M |
| Breakwater Capital Group | $6.8M | 139,859 | 0.81% | 13q | -21.0%-$1.8M |
| Private Advisory Group LLC | $6.3M | 130,384 | 0.34% | 6q | -0.8%-$49.6K |
| BEACON FINANCIAL PLANNING, INC | $6.1M | 125,141 | 2.05% | 11q | -5.2%-$331.5K |
| Mariner, LLC | $6.0M | 124,598 | 0.01% | 2q | +29.5%+$1.4M |
| GOLDMAN SACHS GROUP INC | $5.6M | 114,968 | 0.00% | 3q | +14.4%+$701.0K |
| RAYMOND JAMES FINANCIAL INC | $5.0M | 103,818 | 0.00% | 7q | +16.3%+$703.5K |
| PlanVest Financial, Inc | $4.0M | 83,180 | 2.69% | 2q | -0.6%-$26.0K |
| MORGAN STANLEY | $3.9M | 79,677 | 0.00% | 15q | +8.6%+$305.5K |
| Intrua Financial, LLC | $3.8M | 78,730 | 0.35% | 9q | -3.6%-$144.1K |
| BANK OF AMERICA CORP /DE/ | $3.8M | 78,035 | 0.00% | 27q | HELD |
| DHJJ Financial Advisors, Ltd. | $3.2M | 65,853 | 0.92% | 12q | -20.6%-$824.9K |
| JONES FINANCIAL COMPANIES LLLP | $3.2M | 66,460 | 0.00% | 6q | +53.1%+$1.1M |
| Equitable Holdings, Inc. | $2.7M | 56,753 | 0.02% | 19q | +8.4%+$211.8K |
| Fifth Third Securities, Inc. | $2.2M | 46,341 | 0.13% | 6q | -4.1%-$95.5K |
| Cetera Investment Advisers | $2.1M | 42,972 | 0.00% | 11q | -7.1%-$159.6K |
| Fifth Third Wealth Advisors LLC | $1.5M | 31,603 | 0.04% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $1.5M | 30,000 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $1.1M | 22,665 | 0.00% | 8q | +1.1%+$11.8K |
| NewEdge Advisors, LLC | $1.1M | 22,654 | 0.00% | new | NEW |
| Fortune Financial Group, Inc. | $962.8K | 19,912 | 0.75% | 3q | +19.3%+$155.7K |
| Golden State Wealth Management, LLC | $951.7K | 19,682 | 0.09% | 7q | -7.8%-$80.0K |
| OSAIC HOLDINGS, INC. | $947.3K | 19,582 | 0.00% | 26q | -9.2%-$96.5K |
| ENVESTNET ASSET MANAGEMENT INC | $917.8K | 18,982 | 0.00% | 8q | -3.7%-$35.7K |
| TAGStone Capital, Inc. | $852.4K | 17,629 | 0.27% | 5q | +0.7%+$6.1K |
| GHP Investment Advisors, Inc. | $798.4K | 16,512 | 0.03% | 27q | -3.1%-$25.3K |
| ROYAL BANK OF CANADA | $748.0K | 15,477 | 0.00% | 22q | -43.1%-$565.9K |
| ROMAN BUTLER FULLERTON & CO | $727.7K | 15,386 | 0.17% | 9q | -1.2%-$8.5K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $595.6K | 12,317 | 0.13% | 11q | -3.0%-$18.6K |
| Summit Financial, LLC | $551.7K | 11,410 | 0.01% | 4q | HELD |
| Madison Asset Management, LLC | $504.2K | 10,428 | 0.01% | 7q | -51.1%-$526.5K |
| TRUIST FINANCIAL CORP | $493.8K | 10,213 | 0.00% | 2q | +37.3%+$134.3K |
| Onyx Bridge Wealth Group LLC | $458.5K | 9,483 | 0.04% | 4q | +3.2%+$14.1K |
| Brookstone Capital Management | $365.6K | 7,560 | 0.00% | 5q | +25.2%+$73.7K |
| CITADEL ADVISORS LLC | $363.4K | 7,516 | 0.00% | 2q | -26.0%-$127.7K |
| Essex Financial Services, Inc. | $321.8K | 6,655 | 0.02% | 4q | -0.7%-$2.2K |
| Kingsview Wealth Management, LLC | $314.4K | 6,503 | 0.00% | 6q | HELD |
| Fox Financial, Inc | $305.6K | 6,320 | 0.21% | 11q | -3.2%-$10.1K |
| Nikulski Financial, Inc. | $292.3K | 6,045 | 0.06% | 6q | -3.7%-$11.1K |
| D.A. DAVIDSON & CO. | $290.7K | 6,012 | 0.00% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $284.2K | 5,878 | 0.00% | 4q | -50.3%-$287.3K |
| Mascagni Wealth Management, Inc. | $269.8K | 5,580 | 0.17% | 7q | HELD |
| CONNORS INVESTOR SERVICES INC | $268.8K | 5,560 | 0.02% | 4q | +1.1%+$2.9K |
| Foundry Financial Group, Inc. | $252.1K | 5,213 | 0.11% | 11q | -30.5%-$110.9K |
| Archer Investment Management, LLC | $250.8K | 5,187 | 0.09% | 5q | -1.3%-$3.2K |
| Snowden Capital Advisors LLC | $239.3K | 4,949 | 0.01% | 6q | -11.3%-$30.6K |
| Rossby Financial, LCC | $224.3K | 4,638 | 0.04% | 2q | -6.1%-$14.6K |
| Firestone Capital Management | $205.5K | 4,250 | 0.04% | new | NEW |
| Focus Partners Wealth | $201.7K | 4,171 | 0.00% | new | NEW |
| EFG International AG | $190.7K | 3,939 | 0.00% | 3q | HELD |
| MCF Advisors LLC | $186.2K | 3,851 | 0.01% | 2q | HELD |
| Cullen/Frost Bankers, Inc. | $106.6K | 2,204 | 0.00% | 7q | HELD |
| Capital Investment Advisory Services, LLC | $99.1K | 2,050 | 0.01% | 5q | -4.7%-$4.8K |
| TFC Financial Management, Inc. | $88.8K | 1,837 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $66.1K | 1,368 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $48.5K | 1,003 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $38.7K | 800 | 0.00% | 18q | HELD |
| TD Capital Management LLC | $32.6K | 675 | 0.00% | 12q | HELD |
| EverSource Wealth Advisors, LLC | $26.5K | 549 | 0.00% | 4q | HELD |
| Global Retirement Partners, LLC | $24.2K | 500 | 0.00% | 14q | HELD |
| FMR LLC | $14.5K | 301 | 0.00% | 6q | +15.3%+$1.9K |
| N.E.W. Advisory Services LLC | $14.5K | 300 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $11.9K | 247 | 0.00% | 5q | HELD |
| Aptus Capital Advisors, LLC | $9.8K | 203 | 0.00% | 6q | HELD |
| Rockefeller Capital Management L.P. | $3.2K | 65 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 33,532 | 0.00% | 8q | +92.5% |
| HRT FINANCIAL LP | $708 | 14,645 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $407 | 8,423 | 0.02% | new | NEW |
| Hunter Perkins Capital Management, LLC | $378 | 7,818 | 0.08% | 2q | +42.3% |
| Capital Analysts, LLC | $35 | 728 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $34 | 1 | 0.00% | 15q | -99.7%-$12.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 69 | $157.8M | 3,263,783 | 8 | 14 | 31 | 0.0% |
| Q1 2026 | 71 | $166.1M | 3,928,567 | 12 | 22 | 20 | 0.0% |
| Q4 2025 | 70 | $159.7M | 3,791,713 | 6 | 24 | 26 | 0.0% |
| Q3 2025 | 71 | $186.4M | 4,330,187 | 10 | 26 | 18 | 0.0% |
| Q2 2025 | 71 | $217.5M | 5,338,392 | 12 | 26 | 24 | 0.0% |
| Q1 2025 | 75 | $329.4M | 8,339,253 | 16 | 35 | 15 | 0.0% |
| Q4 2024 | 68 | $314.3M | 7,419,118 | 13 | 24 | 16 | 0.0% |
| Q3 2024 | 58 | $254.2M | 5,872,965 | 17 | 23 | 8 | 0.0% |
| Q2 2024 | 43 | $111.0M | 2,856,697 | 5 | 20 | 8 | 0.0% |
| Q1 2024 | 42 | $108.0M | 2,622,377 | 13 | 15 | 7 | 0.0% |
| Q4 2023 | 32 | $66.4M | 1,666,429 | 8 | 10 | 5 | 0.0% |
| Q3 2023 | 19 | $24.8M | 701,346 | 7 | 7 | 1 | 0.0% |
| Q2 2023 | 13 | $14.1M | 389,704 | 1 | 3 | 4 | 0.0% |
| Q1 2023 | 14 | $11.4M | 337,000 | 1 | 5 | 3 | 0.0% |
| Q4 2022 | 15 | $10.6M | 323,804 | 4 | 5 | 4 | 0.0% |
| Q3 2022 | 17 | $13.6M | 448,750 | 3 | 5 | 4 | 0.0% |
| Q2 2022 | 14 | $13.4M | 432,350 | 1 | 5 | 5 | 0.0% |
| Q1 2022 | 18 | $21.0M | 582,565 | 4 | 9 | 3 | 0.0% |
| Q4 2021 | 17 | $13.4M | 342,123 | 8 | 4 | 3 | 0.0% |
| Q3 2021 | 12 | $7.4M | 201,062 | 2 | 5 | 2 | 0.0% |
| Q2 2021 | 10 | $5.1M | 138,847 | 1 | 4 | 2 | 0.0% |
| Q1 2021 | 12 | $10.0M | 270,098 | 4 | 2 | 2 | 0.0% |
| Q4 2020 | 8 | $2.2M | 69,139 | 1 | 2 | 2 | 0.0% |
| Q3 2020 | 9 | $2.4M | 92,887 | 0 | 4 | 2 | 0.0% |
| Q2 2020 | 9 | $2.3M | 91,500 | 1 | 4 | 1 | 0.0% |
| Q1 2020 | 9 | $1.4M | 64,420 | 1 | 3 | 1 | 0.0% |
| Q4 2019 | 9 | $2.1M | 72,192 | 2 | 1 | 3 | 0.0% |
| Q3 2019 | 7 | $2.0M | 71,749 | 1 | 2 | 1 | 0.0% |
| Q2 2019 | 6 | $1.1M | 41,405 | 1 | 2 | 2 | 0.0% |
| Q1 2019 | 8 | $1.9M | 70,164 | 3 | 2 | 2 | 0.0% |
| Q4 2018 | 7 | $18.7M | 743,836 | 2 | 0 | 0 | 0.0% |