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 32 institutions that hold shares in the stock, with a total of 902,504 shares, which have been reported (via 13F filing form) to have a value of $11.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
155,758
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
137,934
shares
|
$1.8 Million
0.28% of portfolio
|
Q2 2025
Added 35.32%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
137,934
shares
|
$1.8 Million
0.28% of portfolio
|
Q2 2025
Added 41.81%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
132,094
shares
|
$1.72 Million
0.17% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
79,601
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
44,139
shares
|
$575,572
0.11% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
30,625
shares
|
$399,350
0.04% of portfolio
|
Q1 2025
Added 34.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
28,863
shares
|
$376,373
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,261
shares
|
$277,243
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
20,250
shares
|
$264,060
0.13% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
18,017
shares
|
$234,941
0.01% of portfolio
|
Q2 2025
Added 3693.05%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
16,828
shares
|
$219,437
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,972
shares
|
$208,274
0.01% of portfolio
|
Q3 2025
Added 79.06%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,410
shares
|
$200,946
0.0% of portfolio
|
Q2 2025
Reduced 69.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,008
shares
|
$169,624
0.0% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
10,485
shares
|
$136,724
0.07% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,642
shares
|
$112,691
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
4,000
shares
|
$52,160
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,969
shares
|
$38,715
0.0% of portfolio
|
Q2 2025
Reduced 42.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,600
shares
|
$20,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
1,545
shares
|
$20,146
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,351
shares
|
$17,617
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,274
shares
|
$16,612
0.0% of portfolio
|
Q2 2025
Reduced 34.16%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
779
shares
|
$10,158
0.0% of portfolio
|
Q4 2023
Reduced 52.73%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
650
shares
|
$8,476
0.0% of portfolio
|
Q1 2025
New holding
|