Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHQ). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 4.53 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,094,705
shares
|
$45.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
552,120
shares
|
$22.8 Million
0.88% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
463,683
shares
|
$19.2 Million
0.01% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
263,953
shares
|
$10.9 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
234,561
shares
|
$9.7 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
206,216
shares
|
$8.53 Million
1.31% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
118,990
shares
|
$4.92 Million
0.44% of portfolio
|
Q3 2025
Added 53.89%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
118,955
shares
|
$4.92 Million
0.68% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
113,607
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
109,900
shares
|
$4.55 Million
2.44% of portfolio
|
Q3 2025
Added 119.8%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
93,591
shares
|
$3.87 Million
2.09% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
90,726
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.44%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
80,535
shares
|
$3.33 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
76,263
shares
|
$3.15 Million
1.28% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
75,355
shares
|
$3.12 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
70,869
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
53,697
shares
|
$2.22 Million
0.02% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
50,279
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,249
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
44,624
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
39,788
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,635
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.75%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
28,064
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 54.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
26,767
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
26,220
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 28.72%
|
|