XSVM Institutional Ownership & Shareholders
INVESCO S&P SMALLCAP VALUE W (XSVM) is currently held by 121 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $352.57M 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 XSVM tracked by InsiderSet, reporting ownership valued at approximately $56.69M 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 $55.18M, representing an estimated loss of -2.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed XSVM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP VALUE W (XSVM).
This page ranks the largest institutional XSVM 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
121
Total Reported Value
$352.57M
Largest Holder
Lpl Financial Llc
Largest Position
$56.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
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% | 814,637 | $56,690,604 | $55,183,510 | -$1,507,094 | -2.66% | |
| Bank Of America Corp | 0.00% | 457,363 | $31,827,904 | $30,981,770 | -$846,134 | -2.66% | |
| Morgan Stanley | 0.00% | 379,962 | $26,441,659 | $25,738,626 | -$703,033 | -2.66% | |
| Cibc World Market Inc. | 0.04% | 358,096 | $24,919,901 | $24,257,423 | -$662,478 | -2.66% | |
| 360 Financial, Inc. | 5.86% | 331,398 | $23,061,977 | $22,448,901 | -$613,076 | -2.66% | |
| Banco Santander, S.A. | 0.09% | 197,040 | $13,712,014 | $13,347,490 | -$364,524 | -2.66% | |
| Cwm, Llc | 0.03% | 213,354 | $12,856,701 | $14,452,600 | +$1,595,899 | +12.41% | |
| Raymond James Financial Inc | 0.00% | 157,803 | $10,981,533 | $10,689,575 | -$291,958 | -2.66% | |
| Cetera Investment Advisers | 0.01% | 139,733 | $9,724,043 | $9,465,513 | -$258,530 | -2.66% | |
| Altman Advisors, Inc. | 3.48% | 139,180 | $9,685,564 | $9,428,053 | -$257,511 | -2.66% | |
| Janney Montgomery Scott Llc | 0.02% | 134,789 | $9,380,000 | $9,130,607 | -$249,393 | -2.66% | |
| Osaic Holdings, Inc. | 0.01% | 123,847 | $8,620,941 | $8,389,396 | -$231,545 | -2.69% | |
| Envestnet Asset Management Inc | 0.00% | 119,498 | $8,315,886 | $8,094,795 | -$221,091 | -2.66% | |
| Private Advisor Group, Llc | 0.04% | 119,124 | $8,289,881 | $8,069,460 | -$220,421 | -2.66% | |
| Mml Investors Services, Llc | 0.01% | 86,371 | $6,010,582 | $5,850,772 | -$159,810 | -2.66% | |
| Commonwealth Equity Services, Llc | 0.01% | 87,878 | $5,720,840 | $5,952,856 | +$232,016 | +4.06% | |
| Premier Path Wealth Partners, Llc | 0.54% | 71,039 | $4,624,633 | $4,812,182 | +$187,549 | +4.06% | |
| Kellett Wealth Advisors, Llc | 1.58% | 66,293 | $4,315,700 | $4,490,688 | +$174,988 | +4.05% | |
| Bestgate Wealth Advisors, Llc | 2.73% | 66,155 | $4,306,679 | $4,481,340 | +$174,661 | +4.06% | |
| Royal Bank Of Canada | 0.00% | 61,141 | $4,255,000 | $4,141,691 | -$113,309 | -2.66% | |
| Moneco Advisors, Llc | 0.23% | 54,532 | $3,794,912 | $3,693,998 | -$100,914 | -2.66% | |
| Jones Financial Companies Lllp | 0.00% | 49,673 | $3,499,440 | $3,364,849 | -$134,591 | -3.85% | |
| Ameriprise Financial Inc | 0.00% | 50,140 | $3,490,070 | $3,396,484 | -$93,586 | -2.68% | |
| Fermata Advisors, Llc | 0.67% | 53,469 | $3,480,846 | $3,621,990 | +$141,144 | +4.05% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 46,343 | $3,225,021 | $3,139,275 | -$85,746 | -2.66% | |
| Dopkins Wealth Management, Llc | 1.16% | 45,814 | $3,188,207 | $3,103,440 | -$84,767 | -2.66% | |
| Cooper Financial Group | 0.23% | 44,417 | $2,891,558 | $3,008,808 | +$117,250 | +4.05% | |
| Williams & Novak, Llc | 1.58% | 40,351 | $2,626,844 | $2,733,377 | +$106,533 | +4.06% | |
| Citigroup Inc | 0.00% | 36,693 | $2,388,714 | $2,485,584 | +$96,870 | +4.06% | |
| Wells Fargo & Company/Mn | 0.00% | 34,143 | $2,376,035 | $2,312,847 | -$63,188 | -2.66% | |
| Apex Wealth Management, Llc | 1.34% | 35,090 | $2,284,369 | $2,376,997 | +$92,628 | +4.05% | |
| Iht Wealth Management, Llc | 0.05% | 30,772 | $2,141,400 | $2,084,495 | -$56,905 | -2.66% | |
| Mariner, Llc | 0.00% | 30,260 | $2,105,777 | $2,049,812 | -$55,965 | -2.66% | |
| Farther Finance Advisors, Llc | 0.01% | 30,682 | $1,997,375 | $2,078,399 | +$81,024 | +4.06% | |
| New Wave Wealth Advisors Llc | 0.51% | 29,310 | $1,935,926 | $1,985,459 | +$49,533 | +2.56% | |
| Savant Capital, Llc | 0.01% | 26,208 | $1,824,070 | $1,775,330 | -$48,740 | -2.67% | |
| Lowery Thomas, Llc | 0.89% | 26,088 | $1,815,441 | $1,767,201 | -$48,240 | -2.66% | |
| Spire Wealth Management | 0.05% | 25,883 | $1,684,953 | $1,753,314 | +$68,361 | +4.06% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 24,094 | $1,676,701 | $1,632,128 | -$44,573 | -2.66% | |
| Stifel Financial Corp | 0.00% | 21,574 | $1,501,366 | $1,461,423 | -$39,943 | -2.66% | |
| Traction Financial Partners, Llc | 0.79% | 21,436 | $1,491,714 | $1,452,075 | -$39,639 | -2.66% | |
| Jpmorgan Chase & Co | 0.00% | 19,173 | $1,335,444 | $1,298,779 | -$36,665 | -2.75% | |
| Oxenfree Capital Llc | 0.55% | 19,063 | $1,267,678 | $1,291,328 | +$23,650 | +1.87% | |
| Marshall Financial Group, Llc | 0.17% | 16,900 | $1,176,093 | $1,144,806 | -$31,287 | -2.66% | |
| Sanctuary Advisors, Llc | 0.01% | 16,535 | $1,150,671 | $1,120,081 | -$30,590 | -2.66% | |
| Ubs Group Ag | 0.00% | 14,433 | $1,004,392 | $977,691 | -$26,701 | -2.66% | |
| Two Sigma Investments, Lp | 0.00% | 14,300 | $995,137 | $968,682 | -$26,455 | -2.66% | |
| Goldman Sachs Group Inc | 0.00% | 14,204 | $988,456 | $962,179 | -$26,277 | -2.66% | |
| Eagle Strategies Llc | 0.09% | 14,780 | $962,166 | $1,001,197 | +$39,031 | +4.06% | |
| Sfm, Llc | 0.47% | 14,447 | $940,507 | $978,640 | +$38,133 | +4.05% |
Frequently asked questions about XSVM
Who are the largest institutional holders of XSVM?
The largest institutional holders of XSVM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, Cibc World Market Inc., and 360 Financial, Inc.. InsiderSet ranks institutional holders by their latest reported XSVM position.
What is XSVM institutional ownership?
This page tracks XSVM positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P SMALLCAP VALUE W (XSVM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XSVM?
InsiderSet currently tracks 121 institutional managers reporting XSVM 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 XSVM shareholders.
How much XSVM stock do institutions own?
Institutional investment managers disclosed approximately $352.57M in XSVM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XSVM institutional ownership last updated?
The latest XSVM 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 XSVM 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 XSVM position after the reporting date.
Are institutions buying or selling XSVM?
Institutional buying and selling can be analyzed by comparing XSVM positions across consecutive 13F reporting periods. InsiderSet's XSVM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XSVM ownership changes.
How has XSVM institutional ownership changed over time?
InsiderSet tracks XSVM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.