Who owns Invesco S&P SmallCap Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XSMO from SEC Form 13F filings across 324 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.
As of the 2026-06-30 reporting period, 324 institutions disclosed 24.5M shares of Invesco S&P SmallCap Momentum ETF worth $2.29B — about 93.1% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
324
13F holders
$2.29B
value, 2026 filers
93.1%
of shares outstanding (24.5M sh)
56
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 XSMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.5M | $238.1M | 0.1% | 9.7% | +12.5% |
| 2 | OSAIC HOLDINGS, INC. | 2.1M | $193.4M | 0.2% | 7.8% | +9.8% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1.8M | $167.2M | 0.0% | 6.8% | +4.0% |
| 4 | RAYMOND JAMES FINANCIAL INC | 1.7M | $158.7M | 0.0% | 6.4% | +51.1% |
| 5 | MORGAN STANLEY | 1.1M | $106.0M | 0.0% | 4.3% | +24.9% |
| 6 | WELLS FARGO & COMPANY/MN | 928,275 | $86.9M | 0.0% | 3.5% | +10.5% |
| 7 | Cetera Investment Advisers | 927,946 | $86.9M | 0.1% | 3.5% | +6.6% |
| 8 | BANK OF AMERICA CORP /DE/ | 826,186 | $77.4M | 0.0% | 3.1% | +74.0% |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 723,942 | $67.8M | 0.0% | 2.7% | +18.7% |
| 10 | Apollon Wealth Management, LLC | 554,308 | $51.9M | 0.6% | 2.1% | +42.4% |
| 11 | Gratus Wealth Advisors, LLC | 527,440 | $49.4M | 6.3% | 2% | +1.4% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 525,103 | $47.8M | 0.0% | 2% | +35.0% |
| 13 | Cambridge Investment Research Advisors, Inc. | 369,711 | $34.6M | 0.1% | 1.4% | +36.3% |
| 14 | Private Advisor Group, LLC | 333,599 | $31.2M | 0.1% | 1.3% | +247.8% |
| 15 | HighTower Advisors, LLC | 312,119 | $29.2M | 0.0% | 1.2% | +12.1% |
| 16 | River Wealth Advisors LLC | 309,168 | $28.9M | 3.0% | 1.2% | -1.6% |
| 17 | Janney Montgomery Scott LLCNEW | 265,499 | $24.9M | 0.0% | 1% | new |
| 18 | STIFEL FINANCIAL CORP | 263,205 | $24.6M | 0.0% | 1% | +2.9% |
| 19 | Focus Financial Network, Inc. | 220,755 | $20.7M | 0.6% | 0.8% | -0.6% |
| 20 | Thrivent Financial for Lutherans | 213,161 | $20.0M | 0.0% | 0.8% | -12.6% |
| 21 | Modern Wealth Management, LLC | 210,637 | $19.7M | 0.2% | 0.8% | -3.0% |
| 22 | Armbruster Capital Management, Inc. | 198,166 | $18.6M | 2.8% | 0.8% | -2.1% |
| 23 | Markowski InvestmentsNEW | 195,594 | $18.3M | 4.0% | 0.7% | new |
| 24 | Clark Wealth Partners | 179,445 | $16.8M | 9.5% | 0.7% | -4.4% |
| 25 | NBZ Investment Advisors LLC | 178,992 | $16.8M | 6.5% | 0.7% | -2.9% |
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.