Who owns Invesco S&P SmallCap Value with Momentum ETF?
Institutional ownership of XSVM from SEC Form 13F filings across 90 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.
90
13F holders
$299.0M
value, 2026 filers
48.8%
of shares outstanding (4.5M sh)
11
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 XSVM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 814,637 | $56.7M | 0.0% | 8.9% | -4.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 457,363 | $31.8M | 0.0% | 5% | +2.3% |
| 3 | MORGAN STANLEY | 379,962 | $26.4M | 0.0% | 4.2% | -1.4% |
| 4 | CIBC WORLD MARKET INC. | 358,096 | $24.9M | 0.0% | 3.9% | +268.4% |
| 5 | 360 Financial, Inc. | 331,398 | $23.1M | 5.9% | 3.6% | +2.2% |
| 6 | Banco Santander, S.A. | 197,040 | $13.7M | 0.1% | 2.2% | +2.7% |
| 7 | RAYMOND JAMES FINANCIAL INC | 157,803 | $11.0M | 0.0% | 1.7% | -17.0% |
| 8 | Cetera Investment Advisers | 139,733 | $9.7M | 0.0% | 1.5% | -3.4% |
| 9 | Janney Montgomery Scott LLC | 134,789 | $9,380 | 0.0% | 1.5% | -2.4% |
| 10 | OSAIC HOLDINGS, INC. | 123,847 | $8.6M | 0.0% | 1.4% | +10.9% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 119,498 | $8.3M | 0.0% | 1.3% | +0.7% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 115,397 | $8.0M | 0.0% | 1.3% | -2.5% |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 102,638 | $7.1M | 0.0% | 1.1% | +5.5% |
| 14 | MML INVESTORS SERVICES, LLC | 86,371 | $6.0M | 0.0% | 0.9% | +37.9% |
| 15 | Cooper Financial Group | 72,107 | $5.0M | 0.4% | 0.8% | +0.6% |
| 16 | ROYAL BANK OF CANADA | 61,141 | $4.3M | 0.0% | 0.7% | -14.2% |
| 17 | MONECO ADVISORS, LLC | 54,532 | $3.8M | 0.2% | 0.6% | -1.5% |
| 18 | AMERIPRISE FINANCIAL INC | 50,140 | $3.5M | 0.0% | 0.5% | -1.3% |
| 19 | Premier Path Wealth Partners, LLC | 49,922 | $3.5M | 0.4% | 0.5% | +25.9% |
| 20 | JONES FINANCIAL COMPANIES LLLP | 49,673 | $3.5M | 0.0% | 0.5% | +28.1% |
| 21 | Focus Partners Advisor Solutions, LLC | 46,343 | $3.2M | 0.0% | 0.5% | +1.1% |
| 22 | CITIGROUP INC | 37,995 | $2.6M | 0.0% | 0.4% | -3.0% |
| 23 | Apex Wealth Management, LLC | 34,873 | $2.4M | 1.5% | 0.4% | +0.4% |
| 24 | WELLS FARGO & COMPANY/MN | 34,143 | $2.4M | 0.0% | 0.4% | -1.7% |
| 25 | IHT Wealth Management, LLC | 30,772 | $2.1M | 0.0% | 0.3% | -2.3% |
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.