INVESCO EXCHANGE TRADED FD T (XSVM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
128
Reporting holders
$359.4M
Reported value
0.0%
Held as options
+4
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 | $56.7M | 814,637 | 0.01% | 31q | -4.6%-$2.8M |
| BANK OF AMERICA CORP /DE/ | $31.8M | 457,363 | 0.00% | 31q | +2.3%+$727.1K |
| MORGAN STANLEY | $26.4M | 379,962 | 0.00% | 33q | -1.4%-$386.5K |
| CIBC WORLD MARKET INC. | $24.9M | 358,096 | 0.04% | 16q | +268.4%+$18.2M |
| 360 Financial, Inc. | $23.1M | 331,398 | 5.86% | 16q | +2.2%+$504.2K |
| Banco Santander, S.A. | $13.7M | 197,040 | 0.09% | 4q | +2.7%+$363.7K |
| RAYMOND JAMES FINANCIAL INC | $11.0M | 157,803 | 0.00% | 7q | -17.0%-$2.3M |
| Cetera Investment Advisers | $9.7M | 139,733 | 0.01% | 18q | -3.4%-$338.6K |
| Altman Advisors, Inc. | $9.7M | 139,180 | 3.48% | 11q | -0.6%-$56.7K |
| OSAIC HOLDINGS, INC. | $8.6M | 123,847 | 0.01% | 26q | +10.9%+$849.1K |
| ENVESTNET ASSET MANAGEMENT INC | $8.3M | 119,498 | 0.00% | 21q | +0.7%+$54.3K |
| Private Advisor Group, LLC | $8.3M | 119,124 | 0.04% | 22q | +6.4%+$495.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 115,397 | 0.01% | 25q | -2.5%-$204.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.1M | 102,638 | 0.00% | 21q | +5.5%+$369.4K |
| MML INVESTORS SERVICES, LLC | $6.0M | 86,371 | 0.01% | 20q | +37.9%+$1.7M |
| Cooper Financial Group | $5.0M | 72,107 | 0.42% | 17q | +0.6%+$29.6K |
| Kellett Wealth Advisors, LLC | $5.0M | 71,282 | 2.31% | 9q | +4.6%+$220.0K |
| ROYAL BANK OF CANADA | $4.3M | 61,141 | 0.00% | 31q | -14.2%-$704.5K |
| NEW WAVE WEALTH ADVISORS LLC | $4.1M | 58,242 | 0.55% | new | NEW |
| MONECO ADVISORS, LLC | $3.8M | 54,532 | 0.23% | 20q | -1.5%-$58.0K |
| Fermata Advisors, LLC | $3.6M | 52,280 | 0.74% | 13q | +0.6%+$20.9K |
| JONES FINANCIAL COMPANIES LLLP | $3.5M | 49,673 | 0.00% | 10q | +28.1%+$768.5K |
| AMERIPRISE FINANCIAL INC | $3.5M | 50,140 | 0.00% | 23q | -50.6%-$3.6M |
| Premier Path Wealth Partners, LLC | $3.5M | 49,922 | 0.40% | 11q | +25.9%+$715.3K |
| Focus Partners Advisor Solutions, LLC | $3.2M | 46,343 | 0.03% | 8q | +1.1%+$35.1K |
| DOPKINS WEALTH MANAGEMENT, LLC | $3.2M | 45,814 | 1.16% | 8q | +1.2%+$36.5K |
| CITIGROUP INC | $2.6M | 37,995 | 0.00% | 31q | -3.0%-$81.5K |
| Williams & Novak, LLC | $2.4M | 35,073 | 1.61% | 11q | +2.6%+$60.9K |
| Apex Wealth Management, LLC | $2.4M | 34,873 | 1.48% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $2.4M | 34,143 | 0.00% | 31q | -50.9%-$2.5M |
| IHT Wealth Management, LLC | $2.1M | 30,772 | 0.05% | 20q | -2.3%-$49.6K |
| Farther Finance Advisors, LLC | $2.1M | 30,707 | 0.02% | 10q | -1.5%-$32.1K |
| Mariner, LLC | $2.1M | 30,260 | 0.00% | 2q | +89.9%+$997.1K |
| Tolleson Wealth Management, Inc. | $2.1M | 30,000 | 0.28% | 31q | HELD |
| Savant Capital, LLC | $1.8M | 26,208 | 0.01% | new | NEW |
| LOWERY THOMAS, LLC | $1.8M | 26,088 | 0.89% | 14q | HELD |
| Spire Wealth Management | $1.8M | 25,756 | 0.05% | 22q | HELD |
| Bestgate Wealth Advisors, LLC | $1.7M | 24,275 | 2.69% | 7q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.7M | 24,094 | 0.01% | 11q | +702.1%+$1.5M |
| STIFEL FINANCIAL CORP | $1.5M | 21,574 | 0.00% | 19q | -2.3%-$34.9K |
| Traction Financial Partners, LLC | $1.5M | 21,436 | 0.79% | 11q | -7.0%-$112.0K |
| JPMORGAN CHASE & CO | $1.3M | 19,173 | 0.00% | 4q | +1.7%+$21.8K |
| OxenFree Capital LLC | $1.3M | 18,423 | 0.59% | 11q | -6.4%-$87.3K |
| SFM, LLC | $1.2M | 17,617 | 0.63% | 11q | -17.3%-$256.0K |
| Marshall Financial Group, LLC | $1.2M | 16,900 | 0.17% | 19q | HELD |
| Sanctuary Advisors, LLC | $1.2M | 16,535 | 0.01% | 9q | HELD |
| UBS Group AG | $1.0M | 14,433 | 0.00% | 9q | -1.0%-$10.0K |
| Eagle Strategies LLC | $998.8K | 14,352 | 0.10% | 7q | +4.2%+$39.8K |
| TWO SIGMA INVESTMENTS, LP | $995.1K | 14,300 | 0.00% | 8q | -21.0%-$264.4K |
| Asset Allocation Strategies LLC | $991.6K | 14,249 | 0.15% | 15q | -5.9%-$61.7K |
| GOLDMAN SACHS GROUP INC | $988.5K | 14,204 | 0.00% | 2q | -9.1%-$99.0K |
| AQR CAPITAL MANAGEMENT LLC | $885.5K | 12,724 | 0.00% | 11q | +8.8%+$71.8K |
| Del-Sette Capital Management, LLC | $855.8K | 12,298 | 0.50% | 19q | -76.0%-$2.7M |
| Arax Advisory Partners | $763.9K | 10,978 | 0.01% | 3q | -1.7%-$13.4K |
| CITADEL ADVISORS LLC | $750.2K | 10,781 | 0.00% | 2q | -23.3%-$228.0K |
| Keating Financial Advisory Services, Inc. | $747.6K | 10,743 | 0.10% | 3q | +0.9%+$6.4K |
| Institute for Wealth Management, LLC. | $643.0K | 9,240 | 0.06% | 25q | HELD |
| Creative Planning | $634.6K | 9,120 | 0.00% | 25q | -6.1%-$41.4K |
| Visionary Wealth Advisors | $633.2K | 9,099 | 0.03% | 11q | +0.9%+$5.6K |
| Armbruster Capital Management, Inc. | $632.9K | 9,094 | 0.09% | 25q | HELD |
| Southland Equity Partners LLC | $622.0K | 8,938 | 0.11% | 15q | -1.8%-$11.2K |
| Maia Wealth LLC | $580.3K | 8,339 | 0.09% | 4q | +21.7%+$103.6K |
| BAROMETER CAPITAL MANAGEMENT INC. | $570.6K | 8,200 | 0.16% | new | NEW |
| HighTower Advisors, LLC | $567.2K | 8,151 | 0.00% | 18q | HELD |
| Valued Wealth Advisors LLC | $530.7K | 7,625 | 0.19% | 11q | -9.3%-$54.4K |
| &PARTNERS | $522.4K | 7,507 | 0.00% | 2q | +8.3%+$40.2K |
| Stratos Wealth Partners, LTD. | $513.6K | 7,381 | 0.01% | 19q | -41.1%-$359.1K |
| FIDUCIARY FINANCIAL ADVISORS | $478.0K | 6,870 | 0.05% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $456.6K | 6,561 | 0.02% | 21q | -45.5%-$381.7K |
| CAPTRUST FINANCIAL ADVISORS | $453.5K | 6,517 | 0.00% | 4q | +39.2%+$127.6K |
| RFG Advisory, LLC | $443.3K | 6,370 | 0.01% | 10q | HELD |
| TRUIST FINANCIAL CORP | $430.7K | 6,189 | 0.00% | 2q | +8.2%+$32.6K |
| Geneos Wealth Management Inc. | $422.8K | 6,075 | 0.01% | 19q | -4.7%-$20.9K |
| Parallel Advisors, LLC | $417.6K | 6,001 | 0.01% | 28q | HELD |
| Equitable Holdings, Inc. | $408.6K | 5,871 | 0.00% | 18q | -13.6%-$64.2K |
| Sigma Planning Corp | $392.6K | 5,642 | 0.01% | 10q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $377.7K | 5,428 | 0.01% | 6q | +12.8%+$42.9K |
| LYELL WEALTH MANAGEMENT, LP | $371.0K | 5,331 | 0.02% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $356.5K | 5,095 | 0.00% | 12q | -1.6%-$5.7K |
| CoreCap Advisors, LLC | $354.1K | 5,089 | 0.01% | 10q | +2.8%+$9.5K |
| Waverly Advisors, LLC | $336.4K | 4,834 | 0.00% | new | NEW |
| Oath Planning, LLC | $335.7K | 4,825 | 0.25% | 3q | -19.2%-$80.0K |
| NewEdge Advisors, LLC | $333.6K | 4,794 | 0.00% | 15q | +5.4%+$17.0K |
| Pacific Sun Financial Corp | $320.1K | 4,600 | 0.13% | 3q | HELD |
| Sunrise Financial Services, LLC | $310.5K | 4,462 | 0.18% | 3q | HELD |
| Evanson Financial, LLC | $310.0K | 4,455 | 0.02% | new | FIRST |
| WESCAP Management Group, Inc. | $306.1K | 4,398 | 0.06% | 18q | HELD |
| SILVERLAKE WEALTH MANAGEMENT LLC | $265.0K | 3,807 | 0.05% | 19q | -29.5%-$110.9K |
| OneDigital Investment Advisors LLC | $264.3K | 3,797 | 0.00% | 10q | -8.2%-$23.6K |
| SHEETS SMITH WEALTH MANAGEMENT | $260.3K | 3,740 | 0.03% | 4q | HELD |
| GWN SECURITIES INC. | $237.0K | 3,405 | 0.04% | 2q | HELD |
| Greenline Wealth Management LLC | $231.9K | 3,333 | 0.19% | 3q | HELD |
| Ullmann Wealth Partners Group, LLC | $222.3K | 3,195 | 0.02% | new | NEW |
| Madison Wealth Partners, Inc | $221.2K | 3,178 | 0.03% | 3q | -13.7%-$35.0K |
| Integrated Wealth Concepts LLC | $216.2K | 3,106 | 0.00% | new | NEW |
| Valmark Advisers, Inc. | $215.3K | 3,094 | 0.00% | 16q | -16.5%-$42.5K |
| Gateway Wealth Partners, LLC | $206.1K | 2,962 | 0.01% | 2q | -46.6%-$180.1K |
| Independent Advisor Alliance | $204.7K | 2,941 | 0.00% | 2q | -87.5%-$1.4M |
| Swisher Financial Concepts, Inc. | $180.8K | 2,598 | 0.11% | 4q | -30.7%-$80.2K |
| FMR LLC | $170.9K | 2,455 | 0.00% | 15q | +11.5%+$17.6K |
Showing the largest 100 of 132 reported holders.
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 | 128 | $359.4M | 5,163,909 | 14 | 33 | 47 | 0.0% |
| Q1 2026 | 124 | $313.0M | 5,193,442 | 16 | 33 | 41 | 0.0% |
| Q4 2025 | 116 | $308.5M | 5,397,342 | 15 | 32 | 36 | 0.0% |
| Q3 2025 | 107 | $298.4M | 5,285,088 | 11 | 30 | 41 | 0.0% |
| Q2 2025 | 107 | $286.4M | 5,506,662 | 7 | 24 | 53 | 0.0% |
| Q1 2025 | 111 | $302.7M | 6,033,219 | 7 | 43 | 43 | 0.0% |
| Q4 2024 | 120 | $369.4M | 6,779,142 | 15 | 38 | 33 | 0.0% |
| Q3 2024 | 116 | $382.2M | 6,948,818 | 13 | 48 | 34 | 0.0% |
| Q2 2024 | 120 | $365.5M | 6,954,054 | 15 | 51 | 28 | 0.0% |
| Q1 2024 | 115 | $443.9M | 7,813,808 | 19 | 50 | 30 | 0.0% |
| Q4 2023 | 113 | $379.8M | 7,014,050 | 18 | 28 | 38 | 0.0% |
| Q3 2023 | 94 | $304.2M | 6,321,653 | 11 | 38 | 27 | 0.0% |
| Q2 2023 | 99 | $273.1M | 5,876,925 | 9 | 26 | 38 | 0.0% |
| Q1 2023 | 103 | $300.2M | 6,663,923 | 11 | 26 | 43 | 0.0% |
| Q4 2022 | 99 | $308.5M | 6,753,880 | 16 | 36 | 25 | 0.0% |
| Q3 2022 | 116 | $321.9M | 7,791,147 | 15 | 50 | 24 | 0.1% |
| Q2 2022 | 114 | $303.8M | 6,835,775 | 22 | 42 | 27 | 0.0% |
| Q1 2022 | 106 | $367.2M | 6,815,944 | 27 | 49 | 15 | 0.0% |
| Q4 2021 | 89 | $242.1M | 4,494,640 | 20 | 30 | 11 | 0.0% |
| Q3 2021 | 66 | $146.6M | 2,869,579 | 16 | 23 | 12 | 2.6% |
| Q2 2021 | 63 | $171.9M | 3,388,452 | 17 | 24 | 5 | 0.0% |
| Q1 2021 | 52 | $110.3M | 2,284,471 | 18 | 11 | 7 | 0.0% |
| Q4 2020 | 35 | $53.4M | 1,488,634 | 4 | 8 | 8 | 0.0% |
| Q3 2020 | 34 | $33.6M | 1,186,768 | 6 | 5 | 9 | 0.0% |
| Q2 2020 | 32 | $23.6M | 887,041 | 6 | 8 | 8 | 0.0% |
| Q1 2020 | 31 | $21.5M | 976,905 | 6 | 7 | 5 | 0.0% |
| Q4 2019 | 34 | $42.2M | 1,209,783 | 1 | 7 | 9 | 0.0% |
| Q3 2019 | 35 | $36.2M | 1,138,548 | 2 | 3 | 12 | 0.0% |
| Q2 2019 | 34 | $38.7M | 1,267,464 | 2 | 8 | 10 | 0.0% |
| Q1 2019 | 34 | $36.9M | 1,197,696 | 4 | 7 | 14 | 0.0% |
| Q4 2018 | 34 | $29.1M | 1,102,927 | 1 | 1 | 0 | 0.0% |