Who owns Invesco S&P SmallCap High Dividend Low Volatility ETF?
Institutional ownership of XSHD from SEC Form 13F filings across 28 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
28
13F holders
$10.8M
value, 2026 filers
15%
of shares outstanding (767,963 sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XSHD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Concord Wealth Partners | 174,640 | $2.5M | 0.3% | 3.4% | -2.3% |
| 2 | IHT Wealth Management, LLC | 155,940 | $2.2M | 0.0% | 3.1% | +3.2% |
| 3 | LPL Financial LLC | 131,279 | $1.9M | 0.0% | 2.6% | -70.5% |
| 4 | Tower Research Capital LLC (TRC)NEW | 56,692 | $800,491 | 0.0% | 1.1% | new |
| 5 | Cetera Investment Advisers | 39,473 | $557,357 | 0.0% | 0.8% | -6.8% |
| 6 | Capital Investment Advisory Services, LLC | 31,625 | $446,545 | 0.0% | 0.6% | 0.0% |
| 7 | Global Retirement Partners, LLCNEW | 28,513 | $402,598 | 0.0% | 0.6% | new |
| 8 | TWO SIGMA INVESTMENTS, LP | 26,810 | $378,557 | 0.0% | 0.5% | -45.0% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,444 | $274,549 | 0.0% | 0.4% | +3.4% |
| 10 | Ashton Thomas Private Wealth, LLC | 18,898 | $266,840 | 0.0% | 0.4% | 0.0% |
| 11 | CITADEL ADVISORS LLCNEW | 18,795 | $265,385 | 0.0% | 0.4% | new |
| 12 | ROYAL BANK OF CANADANEW | 17,343 | $245,000 | 0.0% | 0.3% | new |
| 13 | Wealthcare Advisory Partners LLCNEW | 12,236 | $172,772 | 0.0% | 0.2% | new |
| 14 | Rossby Financial, LCCNEW | 12,171 | $171,855 | 0.0% | 0.2% | new |
| 15 | Eagle Bluffs Wealth Management LLC | 10,549 | $148,952 | 0.0% | 0.2% | 0.0% |
| 16 | OSAIC HOLDINGS, INC. | 5,106 | $72,097 | 0.0% | 0.1% | +12.6% |
| 17 | Graney & King, LLC | 3,743 | $52,850 | 0.0% | 0.1% | -6.5% |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,873 | $26,597 | 0.0% | 0% | 0.0% |
| 19 | IFP Advisors, Inc | 1,000 | $14,120 | 0.0% | 0% | 0.0% |
| 20 | Integrated Wealth Concepts LLCNEW | 600 | $8,472 | 0.0% | 0% | new |
| 21 | Triumph Capital Management | 393 | $5,549 | 0.0% | 0% | 0.0% |
| 22 | MORGAN STANLEY | 366 | $5,168 | 0.0% | 0% | -40.7% |
| 23 | US BANCORP \DE\ | 205 | $2,895 | 0.0% | 0% | 0.0% |
| 24 | HARBOUR INVESTMENTS, INC. | 150 | $2,118 | 0.0% | 0% | 0.0% |
| 25 | FMR LLCNEW | 104 | $1,463 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.