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 $2.16B 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 $238.14M 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 $209.02M, representing an estimated loss of -12.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
314
Total Reported Value
$2.16B
Largest Holder
Lpl Financial Llc
Largest Position
$238.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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% | 2,543,390 | $238,137,589 | $209,015,790 | -$29,121,799 | -12.23% | |
| Osaic Holdings, Inc. | 0.23% | 2,064,849 | $193,367,156 | $169,689,291 | -$23,677,865 | -12.25% | |
| Envestnet Asset Management Inc | 0.04% | 1,785,627 | $167,188,300 | $146,742,827 | -$20,445,473 | -12.23% | |
| Raymond James Financial Inc | 0.04% | 1,695,098 | $158,712,010 | $139,303,154 | -$19,408,856 | -12.23% | |
| Morgan Stanley | 0.01% | 1,132,140 | $106,002,369 | $93,039,265 | -$12,963,104 | -12.23% | |
| Wells Fargo & Company/Mn | 0.02% | 928,275 | $86,914,369 | $76,285,640 | -$10,628,730 | -12.23% | |
| Cetera Investment Advisers | 0.08% | 927,946 | $86,883,586 | $76,258,602 | -$10,624,984 | -12.23% | |
| Bank Of America Corp | 0.00% | 826,186 | $77,355,832 | $67,895,965 | -$9,459,867 | -12.23% | |
| Apollon Wealth Management, Llc | 0.63% | 554,308 | $51,899,812 | $45,553,031 | -$6,346,781 | -12.23% | |
| Gratus Wealth Advisors, Llc | 6.29% | 527,440 | $49,384,222 | $43,345,019 | -$6,039,203 | -12.23% | |
| Jones Financial Companies Lllp | 0.02% | 525,103 | $47,836,890 | $43,152,965 | -$4,683,925 | -9.79% | |
| Cwm, Llc | 0.09% | 438,442 | $33,330,391 | $36,031,164 | +$2,700,773 | +8.10% | |
| Private Advisor Group, Llc | 0.14% | 333,599 | $31,234,928 | $27,415,166 | -$3,819,762 | -12.23% | |
| River Wealth Advisors Llc | 3.03% | 309,168 | $28,947,386 | $25,407,426 | -$3,539,960 | -12.23% | |
| Janney Montgomery Scott Llc | 0.05% | 265,499 | $24,859,000 | $21,818,708 | -$3,040,292 | -12.23% | |
| Stifel Financial Corp | 0.02% | 263,205 | $24,644,039 | $21,630,187 | -$3,013,852 | -12.23% | |
| Focus Financial Network, Inc. | 0.64% | 220,755 | $20,669,268 | $18,141,646 | -$2,527,622 | -12.23% | |
| Thrivent Financial For Lutherans | 0.03% | 213,161 | $19,958,000 | $17,517,571 | -$2,440,429 | -12.23% | |
| Modern Wealth Management, Llc | 0.24% | 210,637 | $19,721,988 | $17,310,149 | -$2,411,839 | -12.23% | |
| Armbruster Capital Management, Inc. | 2.77% | 198,166 | $18,554,283 | $16,285,282 | -$2,269,001 | -12.23% | |
| Clark Wealth Partners | 9.49% | 179,445 | $16,801,473 | $14,746,790 | -$2,054,683 | -12.23% | |
| Nbz Investment Advisors Llc | 6.55% | 178,992 | $16,759,013 | $14,709,563 | -$2,049,450 | -12.23% | |
| Sound Income Strategies, Llc | 0.74% | 175,245 | $16,408,155 | $14,401,634 | -$2,006,521 | -12.23% | |
| Seros Financial, Llc | 8.52% | 174,671 | $16,354,409 | $14,354,463 | -$1,999,946 | -12.23% | |
| Mml Investors Services, Llc | 0.03% | 162,027 | $15,170,590 | $13,315,379 | -$1,855,211 | -12.23% | |
| Commonwealth Equity Services, Llc | 0.02% | 161,854 | $15,154,407 | $13,301,162 | -$1,853,245 | -12.23% | |
| Meridian Wealth Management, Llc | 0.41% | 142,592 | $13,350,875 | $11,718,211 | -$1,632,664 | -12.23% | |
| Insigneo Advisory Services, Llc | 0.48% | 135,692 | $12,704,842 | $11,151,169 | -$1,553,673 | -12.23% | |
| Great Valley Advisor Group, Inc. | 0.19% | 130,561 | $12,224,148 | $10,729,503 | -$1,494,645 | -12.23% | |
| Envestnet Portfolio Solutions, Inc. | 0.05% | 122,014 | $11,424,140 | $10,027,111 | -$1,397,029 | -12.23% | |
| Financial Partners Group, Inc | 1.36% | 149,238 | $11,345,106 | $12,264,379 | +$919,273 | +8.10% | |
| Sequoia Financial Advisors | 0.06% | 120,337 | $11,267,126 | $9,889,295 | -$1,377,831 | -12.23% | |
| Savvy Advisors, Inc. | 0.24% | 120,231 | $11,257,185 | $9,880,584 | -$1,376,601 | -12.23% | |
| Bnp Paribas Financial Markets | 0.01% | 111,950 | $10,481,878 | $9,200,051 | -$1,281,827 | -12.23% | |
| Royal Bank Of Canada | 0.00% | 111,491 | $10,439,000 | $9,162,330 | -$1,276,670 | -12.23% | |
| Integrated Capital Management, Llc | 3.75% | 111,269 | $10,418,154 | $9,144,086 | -$1,274,068 | -12.23% | |
| Vestgen Advisors, Llc | 0.31% | 110,840 | $10,377,920 | $9,108,831 | -$1,269,089 | -12.23% | |
| Usadvisors Wealth Management, Llc | 2.97% | 110,675 | $10,362,000 | $9,095,272 | -$1,266,729 | -12.22% | |
| Family Investment Center, Inc. | 1.72% | 110,454 | $10,341,808 | $9,077,110 | -$1,264,698 | -12.23% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 115,945 | $10,333,027 | $9,528,360 | -$804,667 | -7.79% | |
| Kingsview Wealth Management, Llc | 0.12% | 105,608 | $9,888,082 | $8,678,865 | -$1,209,217 | -12.23% | |
| Provident Wealth Management, Llc | 2.42% | 100,205 | $9,382,206 | $8,234,847 | -$1,147,359 | -12.23% | |
| Truist Financial Corp | 0.01% | 99,037 | $9,272,858 | $8,138,861 | -$1,133,997 | -12.23% | |
| Arkadios Wealth Advisors | 0.14% | 95,481 | $8,939,824 | $7,846,629 | -$1,093,195 | -12.23% | |
| Snowden Capital Advisors Llc | 0.21% | 92,868 | $8,695,203 | $7,631,892 | -$1,063,311 | -12.23% | |
| Epg Wealth Management Llc | 2.02% | 90,058 | $8,432,152 | $7,400,966 | -$1,031,186 | -12.23% | |
| Sanctuary Advisors, Llc | 0.04% | 84,404 | $7,902,785 | $6,936,321 | -$966,464 | -12.23% | |
| Prostatis Group Llc | 1.74% | 79,618 | $7,454,630 | $6,543,007 | -$911,623 | -12.23% | |
| Cooper Financial Group | 0.61% | 78,204 | $7,322,204 | $6,426,805 | -$895,399 | -12.23% | |
| Redhawk Wealth Advisors, Inc. | 0.71% | 77,443 | $7,250,983 | $6,364,266 | -$886,717 | -12.23% |
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.