XSVM institutional holders

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding131
Shares held5,330,473
Reported value$371.0m
Quarter flows15 new, 43 added, 52 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC814,637$56.7m0.0%
BANK OF AMERICA CORP /DE/457,363$31.8m0.0%
MORGAN STANLEY379,962$26.4m0.0%
CIBC WORLD MARKET INC.358,096$24.9m0.0%
360 Financial, Inc.331,398$23.1m5.9%
Banco Santander, S.A.197,040$13.7m0.1%
RAYMOND JAMES FINANCIAL INC157,803$11.0m0.0%
Cetera Investment Advisers139,733$9.7m0.0%
Altman Advisors, Inc.139,180$9.7m3.5%
Janney Montgomery Scott LLC134,789$9.4m0.0%
OSAIC HOLDINGS, INC.123,847$8.6m0.0%
ENVESTNET ASSET MANAGEMENT INC119,498$8.3m0.0%
Private Advisor Group, LLC119,124$8.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC115,397$8.0m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO102,638$7.1m0.0%
MML INVESTORS SERVICES, LLC86,371$6.0m0.0%
Cooper Financial Group72,107$5.0m0.4%
Kellett Wealth Advisors, LLC71,282$5.0m2.3%
ROYAL BANK OF CANADA61,141$4.3m0.0%
NEW WAVE WEALTH ADVISORS LLC58,242$4.1m0.6%
MONECO ADVISORS, LLC54,532$3.8m0.2%
Fermata Advisors, LLC52,280$3.6m0.7%
JONES FINANCIAL COMPANIES LLLP49,673$3.5m0.0%
AMERIPRISE FINANCIAL INC50,140$3.5m0.0%
Premier Path Wealth Partners, LLC49,922$3.5m0.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XSVM"). XSVM price history · All 13F data

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