INVESCO S&P SMALLCAP VALUE W (XSVM) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $304.61M 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 $51.48M 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 $57.45M, representing an estimated gain of +11.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
$304.61M
Largest Holder
Lpl Financial Llc
Largest Position
$51.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
140
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% | 854,235 | $51,476,203 | $57,447,304 | +$5,971,101 | +11.60% | |
| Bank Of America Corp | 0.00% | 446,914 | $26,931,013 | $30,054,967 | +$3,123,954 | +11.60% | |
| Morgan Stanley | 0.00% | 385,516 | $23,231,235 | $25,925,951 | +$2,694,716 | +11.60% | |
| 360 Financial, Inc. | 5.89% | 324,153 | $19,533,454 | $21,799,289 | +$2,265,835 | +11.60% | |
| Cwm, Llc | 0.03% | 213,354 | $12,856,701 | $14,348,057 | +$1,491,356 | +11.60% | |
| Banco Santander, S.A. | 0.09% | 191,813 | $11,558,651 | $12,899,424 | +$1,340,773 | +11.60% | |
| Raymond James Financial Inc | 0.00% | 190,164 | $11,459,279 | $12,788,529 | +$1,329,250 | +11.60% | |
| Cetera Investment Advisers | 0.01% | 144,598 | $8,713,473 | $9,724,216 | +$1,010,743 | +11.60% | |
| Altman Advisors, Inc. | 3.50% | 139,995 | $8,436,099 | $9,414,664 | +$978,565 | +11.60% | |
| Envestnet Asset Management Inc | 0.00% | 118,718 | $7,153,931 | $7,983,786 | +$829,855 | +11.60% | |
| Commonwealth Equity Services, Llc | 0.01% | 118,333 | $7,130,778 | $7,957,894 | +$827,116 | +11.60% | |
| Private Advisor Group, Llc | 0.03% | 112,004 | $6,749,347 | $7,532,269 | +$782,922 | +11.60% | |
| Osaic Holdings, Inc. | 0.01% | 111,649 | $6,730,039 | $7,508,395 | +$778,356 | +11.57% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 97,330 | $5,865,134 | $6,545,443 | +$680,309 | +11.60% | |
| Cibc World Market Inc. | 0.01% | 97,215 | $5,858,176 | $6,537,709 | +$679,533 | +11.60% | |
| Cooper Financial Group | 0.44% | 71,681 | $4,319,510 | $4,820,547 | +$501,037 | +11.60% | |
| Royal Bank Of Canada | 0.00% | 71,264 | $4,295,000 | $4,792,504 | +$497,504 | +11.58% | |
| Kellett Wealth Advisors, Llc | 2.22% | 68,120 | $4,104,911 | $4,581,070 | +$476,159 | +11.60% | |
| Mml Investors Services, Llc | 0.01% | 62,650 | $3,775,291 | $4,213,213 | +$437,922 | +11.60% | |
| Moneco Advisors, Llc | 0.26% | 55,365 | $3,336,278 | $3,723,296 | +$387,018 | +11.60% | |
| Fermata Advisors, Llc | 0.71% | 51,980 | $3,132,292 | $3,495,655 | +$363,363 | +11.60% | |
| Del-Sette Capital Management, Llc | 1.85% | 51,204 | $3,085,523 | $3,443,469 | +$357,946 | +11.60% | |
| Ameriprise Financial Inc | 0.00% | 50,779 | $3,060,241 | $3,414,888 | +$354,647 | +11.59% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 45,838 | $2,762,221 | $3,082,606 | +$320,385 | +11.60% | |
| Dopkins Wealth Management, Llc | 1.10% | 45,290 | $2,729,186 | $3,045,753 | +$316,567 | +11.60% | |
| Premier Path Wealth Partners, Llc | 0.31% | 39,644 | $2,388,965 | $2,666,059 | +$277,094 | +11.60% | |
| Citigroup Inc | 0.00% | 39,166 | $2,360,143 | $2,633,914 | +$273,771 | +11.60% | |
| Jones Financial Companies Lllp | 0.00% | 38,764 | $2,301,444 | $2,606,879 | +$305,435 | +13.27% | |
| Wells Fargo & Company/Mn | 0.00% | 34,742 | $2,093,579 | $2,336,400 | +$242,821 | +11.60% | |
| Apex Wealth Management, Llc | 1.44% | 34,720 | $2,092,210 | $2,334,920 | +$242,710 | +11.60% | |
| Williams & Novak, Llc | 1.55% | 34,198 | $2,073,071 | $2,299,816 | +$226,745 | +10.94% | |
| Iht Wealth Management, Llc | 0.04% | 31,485 | $1,897,298 | $2,117,366 | +$220,068 | +11.60% | |
| Farther Finance Advisors, Llc | 0.02% | 31,168 | $1,889,399 | $2,096,048 | +$206,649 | +10.94% | |
| Lowery Thomas, Llc | 0.90% | 25,984 | $1,565,797 | $1,747,424 | +$181,627 | +11.60% | |
| Spire Wealth Management | 0.05% | 25,857 | $1,558,142 | $1,738,883 | +$180,741 | +11.60% | |
| Bestgate Wealth Advisors, Llc | 2.65% | 24,337 | $1,466,535 | $1,636,663 | +$170,128 | +11.60% | |
| Independent Advisor Alliance | 0.02% | 23,463 | $1,413,904 | $1,577,887 | +$163,983 | +11.60% | |
| Traction Financial Partners, Llc | 0.86% | 23,046 | $1,388,781 | $1,549,844 | +$161,063 | +11.60% | |
| Stifel Financial Corp | 0.00% | 22,076 | $1,330,247 | $1,484,611 | +$154,364 | +11.60% | |
| Sfm, Llc | 0.78% | 21,295 | $1,283,255 | $1,432,089 | +$148,834 | +11.60% | |
| Assetmark, Inc | 0.00% | 21,187 | $1,276,729 | $1,424,826 | +$148,097 | +11.60% | |
| Oxenfree Capital Llc | 0.61% | 19,679 | $1,247,662 | $1,323,413 | +$75,751 | +6.07% | |
| Two Sigma Investments, Lp | 0.00% | 18,100 | $1,090,706 | $1,217,225 | +$126,519 | +11.60% | |
| Marshall Financial Group, Llc | 0.16% | 16,933 | $1,020,401 | $1,138,744 | +$118,343 | +11.60% | |
| Sanctuary Advisors, Llc | 0.01% | 16,535 | $996,399 | $1,111,979 | +$115,580 | +11.60% | |
| Mariner, Llc | 0.00% | 15,932 | $960,044 | $1,071,427 | +$111,383 | +11.60% | |
| Brightwater Advisory Llc | 0.63% | 15,928 | $959,821 | $1,071,158 | +$111,337 | +11.60% | |
| Goldman Sachs Group Inc | 0.00% | 15,626 | $941,623 | $1,050,849 | +$109,226 | +11.60% | |
| Asset Allocation Strategies Llc | 0.16% | 15,135 | $912,029 | $1,017,829 | +$105,800 | +11.60% | |
| Ubs Group Ag | 0.00% | 14,577 | $878,410 | $980,303 | +$101,893 | +11.60% |
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.