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 917,671 shares, which have been reported (via 13F filing form) to have a value of $11.9 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
|
Jul 08, 2025 Q2 2025 |
121,757
shares
|
$1.59 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
49,910
shares
|
$649,828
0.0% of portfolio
|
Q1 2025
Added 163.93%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
44,276
shares
|
$576,473
0.12% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
30,625
shares
|
$398,737
0.04% of portfolio
|
Q1 2025
Added 34.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
28,863
shares
|
$375,796
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
21,113
shares
|
$274,891
0.01% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
20,250
shares
|
$263,655
0.13% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
16,828
shares
|
$219,100
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
16,469
shares
|
$214,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
10,694
shares
|
$139,235
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
10,485
shares
|
$136,514
0.07% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,920
shares
|
$116,138
0.0% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,658
shares
|
$112,727
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
4,000
shares
|
$52,080
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,969
shares
|
$38,656
0.0% of portfolio
|
Q2 2025
Reduced 42.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,935
shares
|
$25,193
0.0% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,600
shares
|
$20,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
1,545
shares
|
$20,115
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,376
shares
|
$17,915
0.0% of portfolio
|
Q1 2025
Reduced 69.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,351
shares
|
$17,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
779
shares
|
$10,142
0.0% of portfolio
|
Q4 2023
Reduced 52.73%
|