INVESCO S&P SMALLCAP QUALITY (XSHQ) Institutional Shareholders
INVESCO S&P SMALLCAP QUALITY (XSHQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $164.78M in XSHQ holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XSHQ tracked by InsiderSet, reporting ownership valued at approximately $31.32M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $36.36M, representing an estimated gain of +16.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed XSHQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Larson Financial Group Llc, Northwestern Mutual Wealth Management Co, and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP QUALITY (XSHQ).
This page ranks the largest institutional XSHQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
71
Total Reported Value
$164.78M
Largest Holder
Lpl Financial Llc
Largest Position
$31.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 742,875 | $31,319,590 | $36,363,954 | +$5,044,364 | +16.11% | |
| Larson Financial Group Llc | 0.80% | 588,608 | $24,815,711 | $28,812,538 | +$3,996,827 | +16.11% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 424,872 | $17,912,565 | $20,797,612 | +$2,885,047 | +16.11% | |
| Independent Advisor Alliance | 0.11% | 233,731 | $9,854,104 | $11,441,203 | +$1,587,099 | +16.11% | |
| Highpoint Advisor Group Llc | 0.30% | 170,202 | $7,175,701 | $8,331,439 | +$1,155,738 | +16.11% | |
| Breakwater Capital Group | 0.81% | 139,859 | $6,762,789 | $6,846,140 | +$83,351 | +1.23% | |
| Beacon Financial Planning, Inc | 2.16% | 131,997 | $5,565,011 | $6,461,293 | +$896,282 | +16.11% | |
| Private Advisory Group Llc | 0.39% | 131,409 | $5,540,203 | $6,432,510 | +$892,307 | +16.11% | |
| Goldman Sachs Group Inc | 0.00% | 100,471 | $4,235,857 | $4,918,086 | +$682,229 | +16.11% | |
| Mariner, Llc | 0.00% | 96,196 | $4,055,621 | $4,708,823 | +$653,202 | +16.11% | |
| Intrua Financial, Llc | 0.36% | 78,730 | $3,806,925 | $3,853,857 | +$46,932 | +1.23% | |
| Raymond James Financial Inc | 0.00% | 89,270 | $3,763,623 | $4,369,793 | +$606,170 | +16.11% | |
| Planvest Financial, Inc | 2.68% | 83,718 | $3,529,590 | $4,098,021 | +$568,431 | +16.10% | |
| Bank Of America Corp | 0.00% | 77,823 | $3,281,018 | $3,809,459 | +$528,441 | +16.11% | |
| Dhjj Financial Advisors, Ltd. | 0.92% | 65,853 | $3,184,261 | $3,223,524 | +$39,263 | +1.23% | |
| Morgan Stanley | 0.00% | 73,359 | $3,092,839 | $3,590,945 | +$498,106 | +16.11% | |
| Fifth Third Securities, Inc. | 0.13% | 46,341 | $2,240,792 | $2,268,406 | +$27,614 | +1.23% | |
| Equitable Holdings, Inc. | 0.01% | 52,372 | $2,204,584 | $2,563,625 | +$359,041 | +16.29% | |
| Cetera Investment Advisers | 0.00% | 46,272 | $1,950,828 | $2,265,028 | +$314,200 | +16.11% | |
| Jones Financial Companies Lllp | 0.00% | 43,417 | $1,785,758 | $2,125,275 | +$339,517 | +19.01% | |
| Fifth Third Wealth Advisors Llc | 0.04% | 31,603 | $1,528,138 | $1,546,976 | +$18,838 | +1.23% | |
| Royal Bank Of Canada | 0.00% | 27,186 | $1,146,000 | $1,330,763 | +$184,763 | +16.12% | |
| Fortune Financial Group, Inc. | 0.75% | 19,912 | $962,829 | $974,698 | +$11,869 | +1.23% | |
| Golden State Wealth Management, Llc | 0.09% | 19,682 | $951,735 | $963,440 | +$11,705 | +1.23% | |
| Hightower Advisors, Llc | 0.00% | 22,421 | $945,367 | $1,097,515 | +$152,148 | +16.09% | |
| Envestnet Asset Management Inc | 0.00% | 18,982 | $917,837 | $929,175 | +$11,338 | +1.24% | |
| Osaic Holdings, Inc. | 0.00% | 21,577 | $910,184 | $1,056,201 | +$146,017 | +16.04% | |
| Madison Asset Management, Llc | 0.01% | 21,316 | $898,683 | $1,043,425 | +$144,742 | +16.11% | |
| Ghp Investment Advisors, Inc. | 0.03% | 16,512 | $798,407 | $808,267 | +$9,860 | +1.24% | |
| Family Manage Llc | 0.09% | 17,636 | $743,534 | $863,287 | +$119,753 | +16.11% | |
| Tagstone Capital, Inc. | 0.26% | 17,502 | $737,881 | $856,728 | +$118,847 | +16.11% | |
| Roman Butler Fullerton & Co | 0.19% | 15,565 | $680,799 | $761,911 | +$81,112 | +11.91% | |
| Twin Peaks Wealth Advisors, Llc | 0.13% | 12,702 | $535,527 | $621,767 | +$86,240 | +16.10% | |
| Truist Financial Corp | 0.00% | 10,213 | $493,841 | $499,929 | +$6,088 | +1.23% | |
| Summit Financial, Llc | 0.01% | 11,428 | $481,784 | $559,404 | +$77,620 | +16.11% | |
| Onyx Bridge Wealth Group Llc | 0.04% | 9,483 | $458,541 | $464,196 | +$5,655 | +1.23% | |
| Citadel Advisors Llc | 0.00% | 10,157 | $428,219 | $497,188 | +$68,969 | +16.11% | |
| Sigma Planning Corp | 0.01% | 9,561 | $403,086 | $468,014 | +$64,928 | +16.11% | |
| Brookstone Capital Management | 0.00% | 7,560 | $365,568 | $370,064 | +$4,496 | +1.23% | |
| Nikulski Financial, Inc. | 0.06% | 6,045 | $292,301 | $295,905 | +$3,604 | +1.23% | |
| D.A. Davidson & Co. | 0.00% | 6,012 | $290,705 | $294,289 | +$3,584 | +1.23% | |
| Essex Financial Services, Inc. | 0.02% | 6,700 | $282,472 | $327,967 | +$45,495 | +16.11% | |
| Fox Financial, Inc | 0.22% | 6,528 | $275,222 | $319,548 | +$44,326 | +16.11% | |
| Kingsview Wealth Management, Llc | 0.00% | 6,503 | $274,166 | $318,324 | +$44,158 | +16.11% | |
| Mascagni Wealth Management, Inc. | 0.17% | 5,580 | $269,821 | $273,143 | +$3,322 | +1.23% | |
| Jane Street Group, Llc | 0.00% | 5,999 | $252,918 | $293,653 | +$40,735 | +16.11% | |
| Foundry Financial Group, Inc. | 0.11% | 5,213 | $252,070 | $255,178 | +$3,108 | +1.23% | |
| Archer Investment Management, Llc | 0.09% | 5,187 | $250,825 | $253,905 | +$3,080 | +1.23% | |
| Ameriprise Financial Inc | 0.00% | 5,910 | $249,166 | $289,296 | +$40,130 | +16.11% | |
| Snowden Capital Advisors Llc | 0.01% | 5,582 | $235,337 | $273,241 | +$37,904 | +16.11% |
Frequently asked questions about XSHQ
Who owns the most XSHQ stock?
The largest holders of XSHQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P SMALLCAP QUALITY (XSHQ).
Is XSHQ widely held by superinvestors?
Many widely followed stocks like XSHQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSHQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.