INVESCO S&P SMALLCAP MOMENTU (XSMO) Institutional Shareholders
INVESCO S&P SMALLCAP MOMENTU (XSMO) 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 $1.70B in XSMO holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XSMO tracked by InsiderSet, reporting ownership valued at approximately $171.88M 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 $196.16M, representing an estimated gain of +14.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed XSMO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Osaic Holdings, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP MOMENTU (XSMO).
This page ranks the largest institutional XSMO 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
301
Total Reported Value
$1.70B
Largest Holder
Lpl Financial Llc
Largest Position
$171.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.05% | 2,260,942 | $171,876,777 | $196,159,328 | +$24,282,551 | +14.13% | |
| Osaic Holdings, Inc. | 0.21% | 1,880,771 | $142,875,908 | $163,175,692 | +$20,299,784 | +14.21% | |
| Envestnet Asset Management Inc | 0.03% | 1,716,439 | $130,483,668 | $148,918,248 | +$18,434,580 | +14.13% | |
| Raymond James Financial Inc | 0.03% | 1,121,972 | $85,292,351 | $97,342,291 | +$12,049,940 | +14.13% | |
| Morgan Stanley | 0.00% | 906,214 | $68,890,461 | $78,623,127 | +$9,732,666 | +14.13% | |
| Cetera Investment Advisers | 0.07% | 870,093 | $66,144,457 | $75,489,269 | +$9,344,812 | +14.13% | |
| Wells Fargo & Company/Mn | 0.01% | 840,309 | $63,880,334 | $72,905,209 | +$9,024,875 | +14.13% | |
| Apollon Wealth Management, Llc | 0.63% | 554,308 | $51,899,812 | $48,091,762 | -$3,808,050 | -7.34% | |
| Gratus Wealth Advisors, Llc | 6.29% | 527,440 | $49,384,222 | $45,760,694 | -$3,623,528 | -7.34% | |
| Northwestern Mutual Wealth Management Co | 0.03% | 609,649 | $46,345,550 | $52,893,147 | +$6,547,597 | +14.13% | |
| Bank Of America Corp | 0.00% | 474,699 | $36,086,652 | $41,184,885 | +$5,098,233 | +14.13% | |
| Cwm, Llc | 0.09% | 438,442 | $33,330,391 | $38,039,228 | +$4,708,837 | +14.13% | |
| Private Advisor Group, Llc | 0.14% | 333,599 | $31,234,928 | $28,943,049 | -$2,291,879 | -7.34% | |
| Jones Financial Companies Lllp | 0.01% | 388,961 | $29,172,174 | $33,746,256 | +$4,574,082 | +15.68% | |
| River Wealth Advisors Llc | 2.74% | 314,190 | $23,884,732 | $27,259,124 | +$3,374,392 | +14.13% | |
| Hightower Advisors, Llc | 0.02% | 278,545 | $21,175,896 | $24,166,564 | +$2,990,668 | +14.12% | |
| Focus Financial Network, Inc. | 0.64% | 220,755 | $20,669,268 | $19,152,704 | -$1,516,564 | -7.34% | |
| Stifel Financial Corp | 0.02% | 255,832 | $19,448,470 | $22,195,984 | +$2,747,514 | +14.13% | |
| Armbruster Capital Management, Inc. | 2.77% | 198,166 | $18,554,283 | $17,192,882 | -$1,361,401 | -7.34% | |
| Mariner, Llc | 0.02% | 221,410 | $16,831,561 | $19,209,532 | +$2,377,971 | +14.13% | |
| Clark Wealth Partners | 9.49% | 179,445 | $16,801,473 | $15,568,648 | -$1,232,825 | -7.34% | |
| Modern Wealth Management, Llc | 0.29% | 217,165 | $16,713,036 | $18,841,235 | +$2,128,199 | +12.73% | |
| Sound Income Strategies, Llc | 0.74% | 175,245 | $16,408,155 | $15,204,256 | -$1,203,899 | -7.34% | |
| Commonwealth Equity Services, Llc | 0.02% | 161,854 | $15,154,407 | $14,042,453 | -$1,111,954 | -7.34% | |
| Nbz Investment Advisors Llc | 6.13% | 184,296 | $14,010,202 | $15,989,521 | +$1,979,319 | +14.13% | |
| Envestnet Portfolio Solutions, Inc. | 0.05% | 122,014 | $11,424,140 | $10,585,935 | -$838,205 | -7.34% | |
| Financial Partners Group, Inc | 1.36% | 149,238 | $11,345,106 | $12,947,889 | +$1,602,783 | +14.13% | |
| Sequoia Financial Advisors | 0.06% | 120,337 | $11,267,126 | $10,440,438 | -$826,688 | -7.34% | |
| Meridian Wealth Management, Llc | 0.40% | 147,335 | $11,200,407 | $12,782,785 | +$1,582,378 | +14.13% | |
| Royal Bank Of Canada | 0.00% | 143,914 | $10,940,000 | $12,485,979 | +$1,545,979 | +14.13% | |
| Integrated Capital Management, Llc | 3.75% | 111,269 | $10,418,154 | $9,653,698 | -$764,456 | -7.34% | |
| Family Investment Center, Inc. | 1.72% | 110,454 | $10,341,808 | $9,582,989 | -$758,819 | -7.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 115,945 | $10,333,027 | $10,059,388 | -$273,639 | -2.65% | |
| Vestgen Advisors, Llc | 0.27% | 112,459 | $9,697,382 | $9,756,943 | +$59,561 | +0.61% | |
| Seros Financial, Llc | 6.06% | 125,274 | $9,523,313 | $10,868,772 | +$1,345,459 | +14.13% | |
| Truist Financial Corp | 0.01% | 99,037 | $9,272,858 | $8,592,450 | -$680,408 | -7.34% | |
| Great Valley Advisor Group, Inc. | 0.16% | 112,983 | $8,589,073 | $9,802,405 | +$1,213,332 | +14.13% | |
| Epg Wealth Management Llc | 2.02% | 90,058 | $8,432,152 | $7,813,432 | -$618,720 | -7.34% | |
| Mml Investors Services, Llc | 0.02% | 105,400 | $8,012,537 | $9,144,504 | +$1,131,967 | +14.13% | |
| Kingsview Wealth Management, Llc | 0.11% | 102,218 | $7,770,612 | $8,868,434 | +$1,097,822 | +14.13% | |
| Provident Wealth Management, Llc | 2.34% | 101,804 | $7,739,130 | $8,832,515 | +$1,093,385 | +14.13% | |
| Cooper Financial Group | 0.61% | 78,204 | $7,322,204 | $6,784,979 | -$537,225 | -7.34% | |
| Anderson Financial Strategies, Llc | 4.01% | 82,617 | $7,297,560 | $7,167,851 | -$129,709 | -1.78% | |
| Redhawk Wealth Advisors, Inc. | 0.71% | 77,443 | $7,250,983 | $6,718,955 | -$532,028 | -7.34% | |
| Arkadios Wealth Advisors | 0.12% | 94,526 | $7,185,827 | $8,201,076 | +$1,015,249 | +14.13% | |
| Snowden Capital Advisors Llc | 0.19% | 92,627 | $7,041,474 | $8,036,319 | +$994,845 | +14.13% | |
| Fifth Third Securities, Inc. | 0.38% | 71,208 | $6,667,205 | $6,178,006 | -$489,199 | -7.34% | |
| Independent Advisor Alliance | 0.07% | 87,541 | $6,654,870 | $7,595,057 | +$940,187 | +14.13% | |
| Mfa Wealth Advisors, Llc | 1.11% | 69,658 | $6,522,061 | $6,043,528 | -$478,533 | -7.34% | |
| Sanctuary Advisors, Llc | 0.03% | 84,643 | $6,434,593 | $7,343,627 | +$909,034 | +14.13% |
Frequently asked questions about XSMO
Who owns the most XSMO stock?
The largest holders of XSMO 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 MOMENTU (XSMO).
Is XSMO widely held by superinvestors?
Many widely followed stocks like XSMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSMO 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.