13F Insight
DOSSIER · 13F Holders · Q2 2026
XSVM

INVESCO EXCHANGE TRADED FD T

143 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V480·143 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$297M
visible holders
Holders
143
filers reporting
Concentration
19.06%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

143 institutions reported XSVM in Q2 2026. LPL Financial LLC leads at 19.1% 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
$57M815K0.01%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M457K0.00%Q2 202603
MORGAN STANLEY
CIK 0000895421
$26M380K0.00%Q2 202604
CIBC WORLD MARKET INC.
CIK 0001421224
$25M358K0.04%Q2 202605
360 Financial, Inc.
CIK 0001802324
$23M331K5.86%Q2 202606
Banco Santander, S.A.
CIK 0000891478
$14M197K0.09%Q2 202607
CWM, LLC
CIK 0001535847
$13M213K0.03%Q1 202608
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$13M246K0.07%Q2 202509
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M158K0.00%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$10M140K0.01%Q2 202611
Altman Advisors, Inc.
CIK 0001731671
$10M139K3.48%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M124K0.01%Q2 202613
Janney Montgomery Scott LLC
CIK 0001329948
$8M138K0.02%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M119K0.00%Q2 202615
Private Advisor Group, LLC
CIK 0001567755
$8M119K0.04%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M115K0.01%Q2 202617
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7M103K0.00%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M86K0.01%Q2 202619
Cooper Financial Group
CIK 0001751581
$5M72K0.42%Q2 202620
Kellett Wealth Advisors, LLC
CIK 0001910381
$5M71K2.31%Q2 2026
Page 1 of 8
123 more holders available. Log in →