DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (XSVM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
131
Reporting holders
$370.8M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Janney Montgomery Scott LLC | $9.4M | 134,789 | 0.02% | 8q | -2.4%-$234.4K |
| 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 | -1.3%-$44.5K |
| 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 | -1.7%-$41.7K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $1.7M | 24,098 | 0.00% | 22q | +79.0%+$739.9K |
| 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 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $563.0K | 8,104 | 0.03% | 17q | +6.6%+$34.9K |
| 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% | 11q | +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 | HELD |
| 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 |
| 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 |
Showing the largest 100 of 131 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 36 | $38.5M | 591,196 | 2 | 15 | 9 | 0.0% |
| Q2 2026 | 131 | $370.8M | 5,327,473 | 12 | 34 | 49 | 0.0% |
| Q1 2026 | 129 | $317.8M | 5,273,599 | 16 | 33 | 45 | 0.0% |
| Q4 2025 | 124 | $338.6M | 5,924,909 | 17 | 35 | 37 | 0.0% |
| Q3 2025 | 114 | $329.0M | 5,827,604 | 12 | 31 | 46 | 0.0% |
| Q2 2025 | 116 | $336.9M | 6,477,339 | 8 | 24 | 61 | 0.0% |
| Q1 2025 | 121 | $380.8M | 7,588,475 | 9 | 43 | 52 | 0.0% |
| Q4 2024 | 134 | $482.5M | 8,854,669 | 16 | 44 | 37 | 0.0% |
| Q3 2024 | 130 | $507.1M | 9,220,915 | 14 | 55 | 37 | 0.0% |
| Q2 2024 | 134 | $451.7M | 8,600,925 | 18 | 57 | 30 | 0.0% |
| Q1 2024 | 129 | $542.3M | 9,543,102 | 19 | 56 | 35 | 0.0% |
| Q4 2023 | 127 | $459.2M | 8,480,232 | 20 | 33 | 42 | 0.0% |
| Q3 2023 | 105 | $372.2M | 7,733,826 | 12 | 43 | 31 | 0.0% |
| Q2 2023 | 112 | $344.4M | 7,413,098 | 10 | 33 | 40 | 0.0% |
| Q1 2023 | 116 | $368.0M | 8,153,610 | 13 | 30 | 49 | 0.0% |
| Q4 2022 | 122 | $1.4B | 29,972,401 | 19 | 46 | 31 | 0.0% |
| Q3 2022 | 114 | $4.7B | 113,393,725 | 15 | 50 | 23 | 0.0% |
| Q2 2022 | 113 | $4.8B | 108,622,848 | 22 | 42 | 27 | 0.0% |
| Q1 2022 | 106 | $5.4B | 99,408,230 | 28 | 49 | 14 | 0.0% |
| Q4 2021 | 88 | $1.1B | 20,551,513 | 20 | 29 | 11 | 0.0% |
| Q3 2021 | 65 | $450.7M | 8,910,494 | 16 | 23 | 12 | 0.8% |
| Q2 2021 | 62 | $185.1M | 3,649,153 | 17 | 24 | 5 | 0.0% |
| Q1 2021 | 50 | $117.3M | 2,429,009 | 17 | 10 | 7 | 0.0% |
| Q4 2020 | 35 | $58.6M | 1,636,486 | 4 | 8 | 8 | 0.0% |
| Q3 2020 | 34 | $37.5M | 1,334,620 | 6 | 5 | 9 | 0.0% |
| Q2 2020 | 32 | $27.8M | 1,059,868 | 6 | 8 | 8 | 0.0% |
| Q1 2020 | 31 | $24.4M | 1,121,760 | 6 | 7 | 5 | 0.0% |
| Q4 2019 | 34 | $47.1M | 1,354,638 | 1 | 7 | 9 | 0.0% |
| Q3 2019 | 35 | $40.6M | 1,283,403 | 2 | 3 | 12 | 0.0% |
| Q2 2019 | 34 | $42.9M | 1,412,319 | 2 | 8 | 10 | 0.0% |
| Q1 2019 | 34 | $41.2M | 1,342,551 | 4 | 7 | 14 | 0.0% |
| Q4 2018 | 34 | $34.6M | 1,310,719 | 1 | 1 | 0 | 0.0% |