INVESCO S&P SMALLCAP VALUE W (XSVM) Institutional Shareholders
INVESCO S&P SMALLCAP VALUE W (XSVM) 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 $369.64M in XSVM holdings during the latest filing period.
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 $55.09M, representing an estimated loss of -2.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
125
Total Reported Value
$369.64M
Largest Holder
Lpl Financial Llc
Largest Position
$56.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
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 | $55,093,900 | -$1,596,704 | -2.82% | |
| Bank Of America Corp | 0.00% | 457,363 | $31,827,904 | $30,931,460 | -$896,444 | -2.82% | |
| Morgan Stanley | 0.00% | 379,962 | $26,441,659 | $25,696,830 | -$744,829 | -2.82% | |
| Cibc World Market Inc. | 0.04% | 358,096 | $24,919,901 | $24,218,032 | -$701,869 | -2.82% | |
| 360 Financial, Inc. | 5.86% | 331,398 | $23,061,977 | $22,412,447 | -$649,530 | -2.82% | |
| Banco Santander, S.A. | 0.09% | 197,040 | $13,712,014 | $13,325,815 | -$386,199 | -2.82% | |
| Cwm, Llc | 0.03% | 213,354 | $12,856,701 | $14,429,131 | +$1,572,430 | +12.23% | |
| Raymond James Financial Inc | 0.00% | 157,803 | $10,981,533 | $10,672,217 | -$309,316 | -2.82% | |
| Cetera Investment Advisers | 0.01% | 139,733 | $9,724,043 | $9,450,143 | -$273,900 | -2.82% | |
| Altman Advisors, Inc. | 3.48% | 139,180 | $9,685,564 | $9,412,743 | -$272,821 | -2.82% | |
| Janney Montgomery Scott Llc | 0.02% | 134,789 | $9,380,000 | $9,115,780 | -$264,220 | -2.82% | |
| Osaic Holdings, Inc. | 0.01% | 123,847 | $8,620,941 | $8,375,773 | -$245,168 | -2.84% | |
| Envestnet Asset Management Inc | 0.00% | 119,498 | $8,315,886 | $8,081,650 | -$234,236 | -2.82% | |
| Private Advisor Group, Llc | 0.04% | 119,124 | $8,289,881 | $8,056,356 | -$233,525 | -2.82% | |
| Commonwealth Equity Services, Llc | 0.01% | 115,397 | $8,030,470 | $7,804,299 | -$226,171 | -2.82% | |
| Mml Investors Services, Llc | 0.01% | 86,371 | $6,010,582 | $5,841,271 | -$169,311 | -2.82% | |
| Cooper Financial Group | 0.42% | 72,107 | $5,017,942 | $4,876,596 | -$141,346 | -2.82% | |
| Kellett Wealth Advisors, Llc | 2.31% | 71,282 | $4,960,537 | $4,820,802 | -$139,735 | -2.82% | |
| Royal Bank Of Canada | 0.00% | 61,141 | $4,255,000 | $4,134,966 | -$120,034 | -2.82% | |
| Moneco Advisors, Llc | 0.23% | 54,532 | $3,794,912 | $3,687,999 | -$106,913 | -2.82% | |
| Fermata Advisors, Llc | 0.74% | 52,280 | $3,638,137 | $3,535,696 | -$102,441 | -2.82% | |
| Jones Financial Companies Lllp | 0.00% | 49,673 | $3,499,440 | $3,359,385 | -$140,055 | -4.00% | |
| Ameriprise Financial Inc | 0.00% | 50,140 | $3,490,070 | $3,390,968 | -$99,102 | -2.84% | |
| Premier Path Wealth Partners, Llc | 0.40% | 49,922 | $3,474,103 | $3,376,225 | -$97,878 | -2.82% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 46,343 | $3,225,021 | $3,134,177 | -$90,844 | -2.82% | |
| Dopkins Wealth Management, Llc | 1.16% | 45,814 | $3,188,207 | $3,098,401 | -$89,806 | -2.82% | |
| Citigroup Inc | 0.00% | 37,995 | $2,644,072 | $2,569,602 | -$74,470 | -2.82% | |
| Williams & Novak, Llc | 1.63% | 35,073 | $2,440,706 | $2,371,987 | -$68,719 | -2.82% | |
| Apex Wealth Management, Llc | 1.48% | 34,873 | $2,426,777 | $2,358,461 | -$68,316 | -2.82% | |
| Wells Fargo & Company/Mn | 0.00% | 34,143 | $2,376,035 | $2,309,091 | -$66,944 | -2.82% | |
| Iht Wealth Management, Llc | 0.05% | 30,772 | $2,141,400 | $2,081,110 | -$60,290 | -2.82% | |
| Farther Finance Advisors, Llc | 0.02% | 30,707 | $2,136,871 | $2,076,714 | -$60,157 | -2.82% | |
| Mariner, Llc | 0.00% | 30,260 | $2,105,777 | $2,046,484 | -$59,293 | -2.82% | |
| New Wave Wealth Advisors Llc | 0.55% | 29,121 | $2,026,530 | $1,969,453 | -$57,077 | -2.82% | |
| Savant Capital, Llc | 0.01% | 26,208 | $1,824,070 | $1,772,447 | -$51,623 | -2.83% | |
| Lowery Thomas, Llc | 0.89% | 26,088 | $1,815,441 | $1,764,331 | -$51,110 | -2.82% | |
| Spire Wealth Management | 0.05% | 25,756 | $1,792,360 | $1,741,878 | -$50,482 | -2.82% | |
| Bestgate Wealth Advisors, Llc | 2.69% | 24,275 | $1,689,316 | $1,641,718 | -$47,598 | -2.82% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 24,094 | $1,676,701 | $1,629,477 | -$47,224 | -2.82% | |
| Stifel Financial Corp | 0.00% | 21,574 | $1,501,366 | $1,459,050 | -$42,316 | -2.82% | |
| Traction Financial Partners, Llc | 0.79% | 21,436 | $1,491,714 | $1,449,717 | -$41,997 | -2.82% | |
| Jpmorgan Chase & Co | 0.00% | 19,173 | $1,335,444 | $1,296,670 | -$38,774 | -2.90% | |
| Oxenfree Capital Llc | 0.59% | 18,423 | $1,280,526 | $1,245,947 | -$34,579 | -2.70% | |
| Sfm, Llc | 0.63% | 17,617 | $1,225,975 | $1,191,438 | -$34,537 | -2.82% | |
| Marshall Financial Group, Llc | 0.17% | 16,900 | $1,176,093 | $1,142,947 | -$33,146 | -2.82% | |
| Sanctuary Advisors, Llc | 0.01% | 16,535 | $1,150,671 | $1,118,262 | -$32,409 | -2.82% | |
| Ubs Group Ag | 0.00% | 14,433 | $1,004,392 | $976,104 | -$28,288 | -2.82% | |
| Eagle Strategies Llc | 0.10% | 14,352 | $998,789 | $970,626 | -$28,163 | -2.82% | |
| Two Sigma Investments, Lp | 0.00% | 14,300 | $995,137 | $967,109 | -$28,028 | -2.82% | |
| Asset Allocation Strategies Llc | 0.15% | 14,249 | $991,621 | $963,660 | -$27,961 | -2.82% |
Frequently asked questions about XSVM
Who owns the most XSVM stock?
The largest holders of XSVM 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 VALUE W (XSVM).
Is XSVM widely held by superinvestors?
Many widely followed stocks like XSVM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSVM 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.