XSLV Institutional Ownership & Shareholders
INVESCO S&P SMALLCAP LOW VOL (XSLV) is currently held by 96 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $106.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Armbruster Capital Management, Inc. is currently the largest disclosed institutional shareholder of XSLV tracked by InsiderSet, reporting ownership valued at approximately $13.15M in its September 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 $13.64M, representing an estimated gain of +3.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed XSLV value among the investors covered in this analysis. Major shareholders include Armbruster Capital Management, Inc., Bank Of America Corp, Ubs Group Ag, 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
96
Total Reported Value
$106.35M
Largest Holder
Armbruster Capital Management, Inc.
Largest Position
$13.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
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. | 1.97% | 268,645 | $13,148,400 | $13,636,420 | +$488,020 | +3.71% | |
| Bank Of America Corp | 0.00% | 177,847 | $9,320,804 | $9,027,514 | -$293,290 | -3.15% | |
| Ubs Group Ag | 0.00% | 171,333 | $8,979,391 | $8,696,863 | -$282,528 | -3.15% | |
| Brookstone Capital Management | 0.09% | 176,869 | $8,656,571 | $8,977,870 | +$321,299 | +3.71% | |
| Lpl Financial Llc | 0.00% | 165,135 | $8,654,599 | $8,382,253 | -$272,346 | -3.15% | |
| Morgan Stanley | 0.00% | 124,835 | $6,542,542 | $6,336,625 | -$205,917 | -3.15% | |
| Eagle Bluffs Wealth Management Llc | 1.77% | 104,947 | $5,136,463 | $5,327,110 | +$190,647 | +3.71% | |
| Wells Fargo & Company/Mn | 0.00% | 96,789 | $5,072,652 | $4,913,010 | -$159,642 | -3.15% | |
| Cetera Investment Advisers | 0.00% | 61,996 | $3,249,166 | $3,146,917 | -$102,249 | -3.15% | |
| Jones Financial Companies Lllp | 0.00% | 50,030 | $2,638,560 | $2,539,523 | -$99,037 | -3.75% | |
| Raymond James Financial Inc | 0.00% | 48,779 | $2,556,433 | $2,476,022 | -$80,411 | -3.15% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 46,032 | $2,172,490 | $2,336,584 | +$164,094 | +7.55% | |
| Envestnet Asset Management Inc | 0.00% | 41,097 | $2,153,861 | $2,086,084 | -$67,777 | -3.15% | |
| Arax Advisory Partners | 0.01% | 41,013 | $2,149,454 | $2,081,820 | -$67,634 | -3.15% | |
| Mercer Global Advisors Inc | 0.00% | 38,858 | $2,036,491 | $1,972,432 | -$64,059 | -3.15% | |
| Royal Bank Of Canada | 0.00% | 36,497 | $1,913,000 | $1,852,588 | -$60,412 | -3.16% | |
| Two Sigma Investments, Lp | 0.00% | 34,500 | $1,808,114 | $1,751,220 | -$56,894 | -3.15% | |
| Commonwealth Equity Services, Llc | 0.00% | 32,466 | $1,588,980 | $1,647,974 | +$58,994 | +3.71% | |
| Private Advisor Group, Llc | 0.01% | 27,523 | $1,442,471 | $1,397,067 | -$45,404 | -3.15% | |
| Virtu Financial Llc | 0.04% | 24,938 | $1,307,000 | $1,265,853 | -$41,147 | -3.15% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 26,403 | $1,294,826 | $1,340,216 | +$45,390 | +3.51% | |
| Sculati Wealth Management, Llc | 0.28% | 17,639 | $866,276 | $895,356 | +$29,080 | +3.36% | |
| Truist Financial Corp | 0.00% | 16,610 | $812,945 | $843,124 | +$30,179 | +3.71% | |
| Osaic Holdings, Inc. | 0.00% | 15,450 | $809,991 | $784,242 | -$25,749 | -3.18% | |
| Sequoia Financial Advisors | 0.00% | 14,255 | $747,104 | $723,584 | -$23,520 | -3.15% | |
| Susquehanna International Group, Llp | 0.00% | 12,873 | $674,662 | $653,433 | -$21,229 | -3.15% | |
| Eagle Strategies Llc | 0.06% | 13,565 | $663,893 | $688,559 | +$24,666 | +3.72% | |
| Ameriprise Financial Inc | 0.00% | 12,493 | $654,806 | $634,145 | -$20,661 | -3.16% | |
| Geneos Wealth Management Inc. | 0.01% | 11,360 | $595,347 | $576,634 | -$18,713 | -3.14% | |
| Baldwin Wealth Partners Llc/Ma | 0.04% | 11,693 | $572,295 | $593,537 | +$21,242 | +3.71% | |
| Arkadios Wealth Advisors | 0.01% | 10,019 | $525,077 | $508,564 | -$16,513 | -3.14% | |
| Goldman Sachs Group Inc | 0.00% | 8,699 | $455,907 | $441,561 | -$14,346 | -3.15% | |
| Symmetry Partners, Llc | 0.02% | 8,641 | $422,924 | $438,617 | +$15,693 | +3.71% | |
| Citadel Advisors Llc | 0.00% | 7,737 | $405,489 | $392,730 | -$12,759 | -3.15% | |
| Mariner, Llc | 0.00% | 7,076 | $370,862 | $359,178 | -$11,684 | -3.15% | |
| Newedge Advisors, Llc | 0.00% | 6,312 | $330,773 | $320,397 | -$10,376 | -3.14% | |
| Toptier Wealth Management, Llc | 0.19% | 6,669 | $326,385 | $338,518 | +$12,133 | +3.72% | |
| American Financial Advisors, Llc | 0.04% | 6,095 | $319,431 | $309,382 | -$10,049 | -3.15% | |
| Legacy Trust | 0.05% | 5,570 | $291,919 | $282,733 | -$9,186 | -3.15% | |
| Creative Planning | 0.00% | 5,762 | $282,028 | $292,479 | +$10,451 | +3.71% | |
| Janney Montgomery Scott Llc | 0.00% | 5,234 | $274,000 | $265,678 | -$8,322 | -3.04% | |
| Choreo, Llc | 0.00% | 5,589 | $273,551 | $283,698 | +$10,147 | +3.71% | |
| Kingsview Wealth Management, Llc | 0.00% | 5,081 | $266,298 | $257,912 | -$8,386 | -3.15% | |
| Stifel Financial Corp | 0.00% | 4,993 | $261,674 | $253,445 | -$8,229 | -3.14% | |
| Waverly Advisors, Llc | 0.00% | 4,881 | $255,809 | $247,760 | -$8,049 | -3.15% | |
| Jaffetilchin Investment Partners, Llc | 0.01% | 4,755 | $249,216 | $241,364 | -$7,852 | -3.15% | |
| Kestra Advisory Services, Llc | 0.00% | 5,017 | $245,570 | $254,663 | +$9,093 | +3.70% | |
| Harvest Investment Services, Llc | 0.04% | 4,500 | $235,851 | $228,420 | -$7,431 | -3.15% | |
| Mcnaughton Wealth Management, Llc | 0.08% | 4,794 | $234,635 | $243,343 | +$8,708 | +3.71% | |
| Slatestone Wealth, Llc | 0.02% | 4,423 | $232,000 | $224,511 | -$7,489 | -3.23% |
Frequently asked questions about XSLV
Who are the largest institutional holders of XSLV?
The largest institutional holders of XSLV reported in the latest SEC Form 13F filings include Armbruster Capital Management, Inc., Bank Of America Corp, Ubs Group Ag, Brookstone Capital Management, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported XSLV position.
What is XSLV institutional ownership?
This page tracks XSLV positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P SMALLCAP LOW VOL (XSLV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XSLV?
InsiderSet currently tracks 96 institutional managers reporting XSLV 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 XSLV shareholders.
How much XSLV stock do institutions own?
Institutional investment managers disclosed approximately $106.35M in XSLV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XSLV institutional ownership last updated?
The latest XSLV 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 XSLV 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 XSLV position after the reporting date.
Are institutions buying or selling XSLV?
Institutional buying and selling can be analyzed by comparing XSLV positions across consecutive 13F reporting periods. InsiderSet's XSLV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XSLV ownership changes.
How has XSLV institutional ownership changed over time?
InsiderSet tracks XSLV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.