INVESCO S&P SMALLCAP LOW VOL (XSLV) Top Institutional Shareholders
INVESCO S&P SMALLCAP LOW VOL (XSLV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $102.65M in XSLV holdings during the latest filing period.
Armbruster Capital Management, Inc. is currently the largest disclosed institutional shareholder of XSLV tracked by InsiderSet, reporting ownership valued at approximately $12.27M 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 $13.07M, representing an estimated gain of +6.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed XSLV value among the investors covered in this analysis. Major shareholders include Armbruster Capital Management, Inc., Bank Of America Corp, Brookstone Capital Management, and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP LOW VOL (XSLV).
This page ranks the largest institutional XSLV 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
98
Total Reported Value
$102.65M
Largest Holder
Armbruster Capital Management, Inc.
Largest Position
$12.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Armbruster Capital Management, Inc. | 2.01% | 260,019 | $12,271,727 | $13,071,207 | +$799,480 | +6.51% | |
| Bank Of America Corp | 0.00% | 205,229 | $9,685,922 | $10,316,903 | +$630,981 | +6.51% | |
| Brookstone Capital Management | 0.11% | 201,765 | $9,522,396 | $10,142,767 | +$620,371 | +6.51% | |
| Lpl Financial Llc | 0.00% | 174,002 | $8,212,121 | $8,747,115 | +$534,994 | +6.51% | |
| Ubs Group Ag | 0.00% | 171,451 | $8,091,802 | $8,618,876 | +$527,074 | +6.51% | |
| Morgan Stanley | 0.00% | 126,530 | $5,971,710 | $6,360,688 | +$388,978 | +6.51% | |
| Eagle Bluffs Wealth Management Llc | 1.80% | 97,872 | $4,619,118 | $4,920,045 | +$300,927 | +6.51% | |
| Wells Fargo & Company/Mn | 0.00% | 97,499 | $4,601,553 | $4,901,294 | +$299,741 | +6.51% | |
| Rwa Wealth Partners, Llc | 0.05% | 93,692 | $4,421,863 | $4,709,916 | +$288,053 | +6.51% | |
| Cetera Investment Advisers | 0.00% | 59,171 | $2,792,608 | $2,974,538 | +$181,930 | +6.51% | |
| Raymond James Financial Inc | 0.00% | 50,578 | $2,387,016 | $2,542,566 | +$155,550 | +6.52% | |
| Jones Financial Companies Lllp | 0.00% | 51,243 | $2,384,295 | $2,575,996 | +$191,701 | +8.04% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 46,032 | $2,172,490 | $2,314,038 | +$141,548 | +6.52% | |
| Two Sigma Investments, Lp | 0.00% | 45,500 | $2,147,395 | $2,287,294 | +$139,899 | +6.51% | |
| Envestnet Asset Management Inc | 0.00% | 44,209 | $2,086,486 | $2,222,395 | +$135,909 | +6.51% | |
| Mercer Global Advisors Inc | 0.00% | 39,145 | $1,847,474 | $1,967,827 | +$120,353 | +6.51% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,104 | $1,703,958 | $1,814,955 | +$110,997 | +6.51% | |
| Royal Bank Of Canada | 0.00% | 34,391 | $1,623,000 | $1,728,842 | +$105,842 | +6.52% | |
| Private Advisor Group, Llc | 0.01% | 27,417 | $1,293,956 | $1,378,258 | +$84,302 | +6.52% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 26,779 | $1,276,301 | $1,346,186 | +$69,885 | +5.48% | |
| Sculati Wealth Management, Llc | 0.31% | 18,016 | $850,251 | $905,668 | +$55,417 | +6.52% | |
| Truist Financial Corp | 0.00% | 16,579 | $782,477 | $833,430 | +$50,953 | +6.51% | |
| Osaic Holdings, Inc. | 0.00% | 15,968 | $753,840 | $802,715 | +$48,875 | +6.48% | |
| Sequoia Financial Advisors | 0.00% | 15,944 | $752,506 | $801,508 | +$49,002 | +6.51% | |
| Eagle Strategies Llc | 0.08% | 13,402 | $632,508 | $673,721 | +$41,213 | +6.52% | |
| Ameriprise Financial Inc | 0.00% | 12,541 | $591,881 | $630,439 | +$38,558 | +6.51% | |
| Steelpeak Wealth, Llc | 0.02% | 11,900 | $561,627 | $598,215 | +$36,588 | +6.51% | |
| Baldwin Wealth Partners Llc/Ma | 0.04% | 11,693 | $551,857 | $587,809 | +$35,952 | +6.51% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 11,178 | $527,527 | $561,920 | +$34,393 | +6.52% | |
| Arkadios Wealth Advisors | 0.01% | 10,270 | $484,698 | $516,275 | +$31,577 | +6.51% | |
| Independent Financial Group, Llc | 0.01% | 13,485 | $446,893 | $677,894 | +$231,001 | +51.69% | |
| Symmetry Partners, Llc | 0.02% | 8,497 | $401,007 | $427,146 | +$26,139 | +6.52% | |
| Mariner, Llc | 0.00% | 7,988 | $376,974 | $401,558 | +$24,584 | +6.52% | |
| American Financial Advisors, Llc | 0.05% | 7,491 | $353,536 | $376,574 | +$23,038 | +6.52% | |
| Sage Mountain Advisors Llc | 0.02% | 6,750 | $318,570 | $339,324 | +$20,754 | +6.51% | |
| Toptier Wealth Management, Llc | 0.19% | 6,607 | $311,824 | $332,135 | +$20,311 | +6.51% | |
| Geneos Wealth Management Inc. | 0.01% | 5,862 | $276,653 | $294,684 | +$18,031 | +6.52% | |
| Creative Planning | 0.00% | 5,797 | $273,601 | $291,416 | +$17,815 | +6.51% | |
| Legacy Trust | 0.05% | 5,570 | $262,879 | $280,005 | +$17,126 | +6.51% | |
| Choreo, Llc | 0.00% | 5,570 | $262,877 | $280,005 | +$17,128 | +6.52% | |
| Kestra Advisory Services, Llc | 0.00% | 5,479 | $258,588 | $275,430 | +$16,842 | +6.51% | |
| Kingsview Wealth Management, Llc | 0.00% | 5,206 | $245,684 | $261,707 | +$16,023 | +6.52% | |
| Stifel Financial Corp | 0.00% | 4,980 | $235,033 | $250,346 | +$15,313 | +6.52% | |
| Waverly Advisors, Llc | 0.00% | 4,881 | $230,361 | $245,369 | +$15,008 | +6.51% | |
| Mcnaughton Wealth Management, Llc | 0.09% | 4,794 | $226,255 | $240,995 | +$14,740 | +6.51% | |
| Jaffetilchin Investment Partners, Llc | 0.01% | 4,743 | $223,835 | $238,432 | +$14,597 | +6.52% | |
| Avant Capital Llc | 0.16% | 4,691 | $221,397 | $235,818 | +$14,421 | +6.51% | |
| Harvest Investment Services, Llc | 0.04% | 4,588 | $216,567 | $230,640 | +$14,073 | +6.50% | |
| Berman Mcaleer Llc | 0.03% | 4,572 | $215,778 | $229,835 | +$14,057 | +6.51% | |
| Rda Financial Network | 0.05% | 4,378 | $206,610 | $220,083 | +$13,473 | +6.52% |
Frequently asked questions about XSLV
Who owns the most XSLV stock?
The largest holders of XSLV 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 LOW VOL (XSLV).
Is XSLV widely held by superinvestors?
Many widely followed stocks like XSLV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSLV 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.