INVESCO EXCH TRADED FD TR II (XSLV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
95
Reporting holders
$108.6M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Armbruster Capital Management, Inc. | $13.9M | 265,916 | 2.08% | 26q | +2.3%+$309.1K |
| Brookstone Capital Management | $9.5M | 180,922 | 0.09% | 31q | -10.3%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $9.3M | 177,847 | 0.00% | 31q | -13.3%-$1.4M |
| UBS Group AG | $9.0M | 171,333 | 0.00% | 31q | HELD |
| LPL Financial LLC | $8.7M | 165,135 | 0.00% | 31q | -5.1%-$464.7K |
| MORGAN STANLEY | $6.5M | 124,835 | 0.00% | 33q | -1.3%-$88.8K |
| Eagle Bluffs Wealth Management LLC | $5.4M | 103,862 | 1.82% | 12q | +6.1%+$313.9K |
| WELLS FARGO & COMPANY/MN | $5.1M | 96,789 | 0.00% | 31q | -50.4%-$5.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $4.1M | 77,716 | 0.00% | 14q | +98.5%+$2.0M |
| Cetera Investment Advisers | $3.2M | 61,996 | 0.00% | 23q | +4.8%+$148.1K |
| JONES FINANCIAL COMPANIES LLLP | $2.6M | 50,030 | 0.00% | 9q | -2.4%-$64.0K |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 48,779 | 0.00% | 7q | -3.6%-$94.3K |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 41,097 | 0.00% | 31q | -7.0%-$163.1K |
| Arax Advisory Partners | $2.1M | 41,013 | 0.01% | 3q | +13087.5%+$2.1M |
| ROYAL BANK OF CANADA | $1.9M | 36,497 | 0.00% | 31q | +6.1%+$110.4K |
| TWO SIGMA INVESTMENTS, LP | $1.8M | 34,500 | 0.00% | 13q | -24.2%-$576.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 32,432 | 0.00% | 31q | -10.2%-$192.4K |
| Private Advisor Group, LLC | $1.4M | 27,523 | 0.01% | 30q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 26,236 | 0.00% | 26q | -2.0%-$28.6K |
| Sculati Wealth Management, LLC | $957.6K | 17,779 | 0.32% | 25q | -1.3%-$12.8K |
| OSAIC HOLDINGS, INC. | $810.0K | 15,450 | 0.00% | 26q | -3.2%-$27.2K |
| TRUIST FINANCIAL CORP | $782.8K | 14,936 | 0.00% | 27q | -9.9%-$86.1K |
| Sequoia Financial Advisors, LLC | $747.1K | 14,255 | 0.00% | 7q | -10.6%-$88.5K |
| Eagle Strategies LLC | $704.2K | 13,437 | 0.07% | 9q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $674.7K | 12,873 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $654.8K | 12,493 | 0.00% | 31q | -50.2%-$659.8K |
| BALDWIN WEALTH PARTNERS LLC/MA | $612.8K | 11,693 | 0.04% | 15q | HELD |
| Geneos Wealth Management Inc. | $595.3K | 11,360 | 0.01% | 33q | +93.8%+$288.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $586.6K | 11,194 | 0.00% | 31q | HELD |
| SteelPeak Wealth, LLC | $553.6K | 10,564 | 0.01% | 10q | -11.2%-$70.0K |
| Arkadios Wealth Advisors | $525.1K | 10,019 | 0.01% | 6q | -2.4%-$13.2K |
| Symmetry Partners, LLC | $456.3K | 8,706 | 0.02% | 6q | +2.5%+$11.0K |
| GOLDMAN SACHS GROUP INC | $455.9K | 8,699 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $405.5K | 7,737 | 0.00% | new | NEW |
| Mariner, LLC | $370.9K | 7,076 | 0.00% | 7q | -11.4%-$47.8K |
| TopTier Wealth Management, LLC | $347.0K | 6,620 | 0.21% | 3q | HELD |
| NewEdge Advisors, LLC | $330.8K | 6,312 | 0.00% | new | NEW |
| American Financial Advisors, LLC | $319.4K | 6,095 | 0.04% | 16q | -18.6%-$73.2K |
| Creative Planning | $302.6K | 5,774 | 0.00% | 2q | HELD |
| CHOREO, LLC | $292.1K | 5,574 | 0.00% | 14q | HELD |
| Legacy Trust | $291.9K | 5,570 | 0.05% | 4q | HELD |
| Kestra Advisory Services, LLC | $266.8K | 5,091 | 0.00% | 24q | -7.1%-$20.3K |
| Kingsview Wealth Management, LLC | $266.3K | 5,081 | 0.00% | 32q | -2.4%-$6.6K |
| STIFEL FINANCIAL CORP | $261.7K | 4,993 | 0.00% | 6q | HELD |
| Waverly Advisors, LLC | $255.8K | 4,881 | 0.00% | 9q | HELD |
| McNaughton Wealth Management, LLC | $251.2K | 4,794 | 0.09% | 25q | HELD |
| RDA Financial Network | $247.0K | 4,713 | 0.05% | 30q | +7.7%+$17.6K |
| Global Retirement Partners, LLC | $243.5K | 4,646 | 0.00% | 16q | +0.9%+$2.1K |
| Berman McAleer LLC | $239.6K | 4,572 | 0.03% | 4q | HELD |
| Harvest Investment Services, LLC | $235.9K | 4,500 | 0.04% | 3q | -1.9%-$4.6K |
| Portland Financial Advisors Inc | $215.3K | 4,108 | 0.39% | new | NEW |
| SageView Advisory Group, LLC | $214.3K | 4,090 | 0.01% | new | NEW |
| Avant Capital LLC | $213.6K | 4,076 | 0.13% | 15q | -13.1%-$32.2K |
| Advisor OS, LLC | $207.1K | 3,952 | 0.01% | new | NEW |
| Spectrum Wealth Advisory Group, LLC | $179.0K | 3,416 | 0.05% | new | NEW |
| PRIVATE TRUST CO NA | $142.0K | 2,709 | 0.01% | 17q | HELD |
| FIFTH THIRD BANCORP | $127.1K | 2,425 | 0.00% | 2q | -5.5%-$7.4K |
| Farther Finance Advisors, LLC | $72.6K | 1,386 | 0.00% | 14q | HELD |
| HARBOUR INVESTMENTS, INC. | $72.4K | 1,381 | 0.00% | 21q | -15.0%-$12.8K |
| FMR LLC | $60.1K | 1,147 | 0.00% | 20q | +625.9%+$51.8K |
| Integrated Wealth Concepts LLC | $58.5K | 1,116 | 0.00% | new | NEW |
| Lodestone Wealth Management LLC | $57.3K | 1,093 | 0.02% | 3q | -6.1%-$3.7K |
| Steward Partners Investment Advisory, LLC | $44.5K | 850 | 0.00% | 31q | -49.6%-$43.8K |
| BlackRock, Inc. | $44.5K | 850 | 0.00% | new | NEW |
| IMG Wealth Management, Inc. | $43.6K | 832 | 0.02% | 7q | HELD |
| PNC Financial Services Group, Inc. | $40.6K | 775 | 0.00% | 31q | +1.8% |
| 10Elms LLP | $39.4K | 751 | 0.02% | 2q | +0.7% |
| Ancora Advisors LLC | $36.7K | 700 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $23.5K | 449 | 0.00% | 2q | HELD |
| Harborfront Financial Group LLC | $23.4K | 446 | 0.09% | new | NEW |
| City State Bank | $22.3K | 426 | 0.01% | 19q | HELD |
| Larson Financial Group LLC | $16.2K | 310 | 0.00% | 15q | HELD |
| Medallion Wealth Advisors, LLC | $14.5K | 276 | 0.00% | 7q | HELD |
| Capital Investment Advisory Services, LLC | $14.2K | 270 | 0.00% | 31q | HELD |
| Institute for Wealth Management, LLC. | $14.0K | 267 | 0.00% | new | NEW |
| Front Row Advisors LLC | $12.0K | 225 | 0.00% | 31q | HELD |
| Rockefeller Capital Management L.P. | $9.9K | 187 | 0.00% | 4q | HELD |
| Golden State Wealth Management, LLC | $9.1K | 174 | 0.00% | 7q | -4.4% |
| JFS WEALTH ADVISORS, LLC | $8.3K | 158 | 0.00% | 14q | HELD |
| CoreCap Advisors, LLC | $7.6K | 145 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $4.4K | 84 | 0.00% | 19q | -57.8%-$6.0K |
| Hilton Head Capital Partners, LLC | $4.3K | 82 | 0.00% | 3q | HELD |
| Heritage Wealth Advisors | $3.6K | 68 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $2.8K | 54 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.5K | 48,110 | 0.00% | 31q | +95.8%+$1.2K |
| Darwin Wealth Management, LLC | $2.3K | 43 | 0.00% | 8q | -50.0%-$2.3K |
| BLAIR WILLIAM & CO/IL | $2.2K | 42 | 0.00% | 31q | HELD |
| Blue Trust, Inc. | $2.0K | 38 | 0.00% | 6q | HELD |
| DHJJ Financial Advisors, Ltd. | $1.9K | 36 | 0.00% | 12q | HELD |
| VANGUARD ADVISERS INC | $1.7K | 32 | 0.00% | 2q | HELD |
| Virtu Financial LLC | $1.3K | 24,938 | 0.04% | new | NEW |
| Allworth Financial LP | $996 | 19 | 0.00% | 20q | HELD |
| Vermillion Wealth Management, Inc. | $345 | 7 | 0.00% | 7q | HELD |
| Janney Montgomery Scott LLC | $274 | 5,234 | 0.00% | 31q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $262 | 5 | 0.00% | new | FIRST |
| SlateStone Wealth, LLC | $232 | 4,423 | 0.02% | 27q | -12.8% |
| HUNTINGTON NATIONAL BANK | $52 | 1 | 0.00% | 31q | -99.7%-$16.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $52 | 1 | 0.00% | 17q | HELD |
| Roxbury Financial LLC | $50 | 1 | 0.00% | 7q | HELD |
| CX Institutional | $17 | 323 | 0.00% | 6q | HELD |
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 | 95 | $108.6M | 2,071,448 | 14 | 13 | 32 | 0.0% |
| Q1 2026 | 94 | $107.4M | 2,275,203 | 8 | 20 | 32 | 0.0% |
| Q4 2025 | 101 | $101.4M | 2,185,838 | 8 | 17 | 36 | 0.0% |
| Q3 2025 | 97 | $102.5M | 2,212,294 | 6 | 19 | 41 | 0.0% |
| Q2 2025 | 99 | $124.7M | 2,737,129 | 6 | 34 | 29 | 0.0% |
| Q1 2025 | 105 | $119.3M | 2,583,006 | 11 | 21 | 38 | 0.0% |
| Q4 2024 | 111 | $128.1M | 2,711,289 | 12 | 20 | 36 | 0.0% |
| Q3 2024 | 102 | $139.8M | 2,905,196 | 8 | 20 | 39 | 0.0% |
| Q2 2024 | 104 | $147.4M | 3,357,346 | 10 | 23 | 36 | 0.0% |
| Q1 2024 | 108 | $155.6M | 3,519,484 | 8 | 19 | 48 | 0.0% |
| Q4 2023 | 119 | $180.8M | 4,095,460 | 10 | 18 | 57 | 0.0% |
| Q3 2023 | 123 | $165.4M | 4,198,576 | 14 | 24 | 47 | 0.0% |
| Q2 2023 | 119 | $173.5M | 4,330,682 | 8 | 31 | 46 | 0.0% |
| Q1 2023 | 130 | $224.1M | 5,293,940 | 13 | 34 | 55 | 0.0% |
| Q4 2022 | 117 | $387.3M | 8,653,667 | 12 | 34 | 42 | 0.0% |
| Q3 2022 | 136 | $379.9M | 9,353,347 | 6 | 44 | 50 | 0.0% |
| Q2 2022 | 148 | $439.8M | 10,059,213 | 11 | 34 | 66 | 0.0% |
| Q1 2022 | 162 | $694.8M | 14,180,511 | 13 | 42 | 62 | 0.0% |
| Q4 2021 | 173 | $861.5M | 16,581,432 | 18 | 32 | 63 | 0.0% |
| Q3 2021 | 152 | $738.9M | 15,651,673 | 9 | 37 | 62 | 0.0% |
| Q2 2021 | 161 | $754.6M | 16,094,451 | 13 | 32 | 76 | 0.0% |
| Q1 2021 | 163 | $989.3M | 21,552,944 | 20 | 27 | 78 | 0.0% |
| Q4 2020 | 166 | $1.1B | 26,561,367 | 21 | 35 | 78 | 0.0% |
| Q3 2020 | 161 | $915.9M | 27,564,169 | 18 | 42 | 77 | 0.0% |
| Q2 2020 | 173 | $579.2M | 17,141,762 | 16 | 54 | 73 | 0.0% |
| Q1 2020 | 207 | $711.1M | 21,330,056 | 28 | 83 | 69 | 0.0% |
| Q4 2019 | 226 | $1.2B | 23,429,774 | 29 | 88 | 34 | 0.0% |
| Q3 2019 | 180 | $973.5M | 19,923,220 | 20 | 92 | 33 | 0.0% |
| Q2 2019 | 174 | $898.4M | 18,723,608 | 22 | 84 | 35 | 0.0% |
| Q1 2019 | 162 | $916.0M | 19,518,129 | 26 | 71 | 34 | 0.0% |
| Q4 2018 | 146 | $592.5M | 13,860,027 | 1 | 2 | 6 | 0.0% |