Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHD). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
185,634
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Added 19.18%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
142,972
shares
|
$1.82 Million
0.27% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
142,775
shares
|
$1.81 Million
0.35% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
132,094
shares
|
$1.68 Million
0.17% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
84,661
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
44,139
shares
|
$560,565
0.11% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
31,760
shares
|
$403,352
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
31,625
shares
|
$401,637
0.04% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
25,942
shares
|
$329,463
0.01% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
25,473
shares
|
$323,507
0.01% of portfolio
|
Q3 2025
Added 19.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
23,810
shares
|
$302,387
0.01% of portfolio
|
Q3 2025
Added 32.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
22,125
shares
|
$280,987
0.0% of portfolio
|
Q3 2025
Added 3593.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
21,185
shares
|
$269,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
17,707
shares
|
$224,878
0.01% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,972
shares
|
$202,844
0.01% of portfolio
|
Q3 2025
Added 79.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,967
shares
|
$177,380
0.0% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
10,565
shares
|
$134,175
0.06% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,740
shares
|
$110,998
0.0% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
4,000
shares
|
$50,800
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
3,985
shares
|
$50,609
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,920
shares
|
$49,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,969
shares
|
$37,706
0.0% of portfolio
|
Q2 2025
Reduced 42.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,432
shares
|
$30,886
0.0% of portfolio
|
Q3 2025
Added 90.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,600
shares
|
$20,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
1,545
shares
|
$19,621
0.06% of portfolio
|
Q3 2021
New holding
|
|