13F Insight
DOSSIER · 13F Holders · Q1 2026
XSVM

INVESCO EXCHANGE TRADED FD T

136 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V480·136 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$249M
visible holders
Holders
136
filers reporting
Concentration
20.67%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

136 institutions reported XSVM in Q1 2026. LPL Financial LLC leads at 20.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$51M854K0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M447K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$23M386K0.00%Q1 202604
360 Financial, Inc.
CIK 0001802324
$20M324K5.89%Q1 202605
CWM, LLC
CIK 0001535847
$13M213K0.03%Q1 202606
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$13M246K0.07%Q2 202507
Banco Santander, S.A.
CIK 0000891478
$12M192K0.09%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M190K0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$9M145K0.01%Q1 202610
Altman Advisors, Inc.
CIK 0001731671
$8M140K3.50%Q1 202611
Janney Montgomery Scott LLC
CIK 0001329948
$8M138K0.02%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M119K0.00%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M118K0.01%Q1 202614
Private Advisor Group, LLC
CIK 0001567755
$7M112K0.03%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M112K0.01%Q1 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6M97K0.00%Q1 202617
CIBC WORLD MARKET INC.
CIK 0001421224
$6M97K0.01%Q1 202618
Cooper Financial Group
CIK 0001751581
$5M72K0.42%Q2 202619
Kellett Wealth Advisors, LLC
CIK 0001910381
$5M71K2.31%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$4M71K0.00%Q1 2026
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