XSHQ Institutional Ownership & Shareholders
INVESCO S&P SMALLCAP QUALITY (XSHQ) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $167.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XSHQ tracked by InsiderSet, reporting ownership valued at approximately $30.10M in its June 30, 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 $29.14M, representing an estimated loss of -3.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed XSHQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Larson Financial Group Llc, Confluence Investment Management Llc, 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
$167.14M
Largest Holder
Lpl Financial Llc
Largest Position
$30.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
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% | 622,416 | $30,096,435 | $29,141,517 | -$954,918 | -3.17% | |
| Larson Financial Group Llc | 0.73% | 570,428 | $27,582,601 | $26,707,439 | -$875,162 | -3.17% | |
| Confluence Investment Management Llc | 0.15% | 204,800 | $9,199,616 | $9,588,736 | +$389,120 | +4.23% | |
| Coppell Advisory Solutions Llc | 0.75% | 1,419 | $9,059,820 | $66,438 | -$8,993,382 | -99.27% | |
| Highpoint Advisor Group Llc | 0.28% | 164,234 | $7,941,380 | $7,689,436 | -$251,944 | -3.17% | |
| Private Advisory Group Llc | 0.35% | 130,384 | $6,304,614 | $6,104,579 | -$200,035 | -3.17% | |
| Breakwater Capital Group | 0.75% | 140,087 | $6,292,709 | $6,558,873 | +$266,164 | +4.23% | |
| Beacon Financial Planning, Inc | 2.05% | 125,141 | $6,051,096 | $5,859,102 | -$191,994 | -3.17% | |
| Mariner, Llc | 0.01% | 124,598 | $6,024,828 | $5,833,678 | -$191,150 | -3.17% | |
| Goldman Sachs Group Inc | 0.00% | 114,968 | $5,559,186 | $5,382,802 | -$176,384 | -3.17% | |
| Raymond James Financial Inc | 0.00% | 103,818 | $5,020,050 | $4,860,759 | -$159,291 | -3.17% | |
| Planvest Financial, Inc | 2.69% | 83,180 | $4,022,101 | $3,894,488 | -$127,613 | -3.17% | |
| Morgan Stanley | 0.00% | 79,677 | $3,852,763 | $3,730,477 | -$122,286 | -3.17% | |
| Bank Of America Corp | 0.00% | 78,035 | $3,773,304 | $3,653,599 | -$119,705 | -3.17% | |
| Jones Financial Companies Lllp | 0.00% | 66,460 | $3,182,769 | $3,111,657 | -$71,112 | -2.23% | |
| Dhjj Financial Advisors, Ltd. | 0.86% | 66,843 | $3,002,577 | $3,129,589 | +$127,012 | +4.23% | |
| Intrua Financial, Llc | 0.29% | 66,815 | $3,001,342 | $3,128,278 | +$126,936 | +4.23% | |
| Equitable Holdings, Inc. | 0.02% | 56,753 | $2,744,232 | $2,657,175 | -$87,057 | -3.17% | |
| Fifth Third Wealth Advisors Llc | 0.06% | 51,361 | $2,307,136 | $2,404,722 | +$97,586 | +4.23% | |
| Cetera Investment Advisers | 0.00% | 42,972 | $2,077,863 | $2,011,949 | -$65,914 | -3.17% | |
| Fifth Third Securities, Inc. | 0.10% | 45,760 | $2,055,581 | $2,142,483 | +$86,902 | +4.23% | |
| Bnp Paribas Financial Markets | 0.00% | 30,000 | $1,450,626 | $1,404,600 | -$46,026 | -3.17% | |
| Newedge Advisors, Llc | 0.00% | 22,654 | $1,095,388 | $1,060,660 | -$34,728 | -3.17% | |
| Fortune Financial Group, Inc. | 0.89% | 22,236 | $998,841 | $1,041,090 | +$42,249 | +4.23% | |
| Osaic Holdings, Inc. | 0.00% | 19,582 | $947,295 | $916,829 | -$30,466 | -3.22% | |
| Envestnet Asset Management Inc | 0.00% | 18,982 | $917,837 | $888,737 | -$29,100 | -3.17% | |
| Tagstone Capital, Inc. | 0.27% | 17,629 | $852,437 | $825,390 | -$27,047 | -3.17% | |
| Royal Bank Of Canada | 0.00% | 15,477 | $748,000 | $724,633 | -$23,367 | -3.12% | |
| Ghp Investment Advisors, Inc. | 0.03% | 16,540 | $742,991 | $774,403 | +$31,412 | +4.23% | |
| Golden State Wealth Management, Llc | 0.07% | 16,206 | $727,993 | $758,765 | +$30,772 | +4.23% | |
| Hrt Financial Lp | 0.00% | 14,645 | $708,000 | $685,679 | -$22,321 | -3.15% | |
| Roman Butler Fullerton & Co | 0.15% | 13,985 | $634,251 | $654,778 | +$20,527 | +3.24% | |
| Twin Peaks Wealth Advisors, Llc | 0.13% | 12,317 | $595,591 | $576,682 | -$18,909 | -3.17% | |
| Summit Financial, Llc | 0.01% | 11,410 | $551,699 | $534,216 | -$17,483 | -3.17% | |
| Madison Asset Management, Llc | 0.01% | 10,428 | $504,238 | $488,239 | -$15,999 | -3.17% | |
| Truist Financial Corp | 0.00% | 9,861 | $442,956 | $461,692 | +$18,736 | +4.23% | |
| Flow Traders U.S. Llc | 0.02% | 8,423 | $407,000 | $394,365 | -$12,635 | -3.10% | |
| Brookstone Capital Management | 0.00% | 8,569 | $384,939 | $401,201 | +$16,262 | +4.22% | |
| Hunter Perkins Capital Management, Llc | 0.08% | 7,818 | $378,000 | $366,039 | -$11,961 | -3.16% | |
| Onyx Bridge Wealth Group Llc | 0.03% | 8,121 | $364,817 | $380,225 | +$15,408 | +4.22% | |
| Citadel Advisors Llc | 0.00% | 7,516 | $363,430 | $351,899 | -$11,531 | -3.17% | |
| Essex Financial Services, Inc. | 0.02% | 6,655 | $321,797 | $311,587 | -$10,210 | -3.17% | |
| Kingsview Wealth Management, Llc | 0.00% | 6,503 | $314,447 | $304,470 | -$9,977 | -3.17% | |
| J2 Capital Management Inc | 0.19% | 6,728 | $302,222 | $315,005 | +$12,783 | +4.23% | |
| Nikulski Financial, Inc. | 0.06% | 6,045 | $292,301 | $283,027 | -$9,274 | -3.17% | |
| Ameriprise Financial Inc | 0.00% | 5,878 | $284,226 | $275,208 | -$9,018 | -3.17% | |
| Fox Financial, Inc | 0.20% | 6,320 | $283,894 | $295,902 | +$12,008 | +4.23% | |
| D.A. Davidson & Co. | 0.00% | 6,012 | $270,059 | $281,482 | +$11,423 | +4.23% | |
| Connors Investor Services Inc | 0.02% | 5,560 | $268,849 | $260,319 | -$8,530 | -3.17% | |
| Mascagni Wealth Management, Inc. | 0.15% | 5,588 | $251,002 | $261,630 | +$10,628 | +4.23% |
Frequently asked questions about XSHQ
Who are the largest institutional holders of XSHQ?
The largest institutional holders of XSHQ reported in the latest SEC Form 13F filings include Lpl Financial Llc, Larson Financial Group Llc, Confluence Investment Management Llc, Coppell Advisory Solutions Llc, and Highpoint Advisor Group Llc. InsiderSet ranks institutional holders by their latest reported XSHQ position.
What is XSHQ institutional ownership?
This page tracks XSHQ positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P SMALLCAP QUALITY (XSHQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XSHQ?
InsiderSet currently tracks 71 institutional managers reporting XSHQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XSHQ shareholders.
How much XSHQ stock do institutions own?
Institutional investment managers disclosed approximately $167.14M in XSHQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XSHQ institutional ownership last updated?
The latest XSHQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XSHQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XSHQ position after the reporting date.
Are institutions buying or selling XSHQ?
Institutional buying and selling can be analyzed by comparing XSHQ positions across consecutive 13F reporting periods. InsiderSet's XSHQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XSHQ ownership changes.
How has XSHQ institutional ownership changed over time?
InsiderSet tracks XSHQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.