XSLV — Invesco S&P Smallcap Low Volatility ETF Institutional Holders · Q3 2026
Who owns Invesco S&P Smallcap Low Volatility ETF (XSLV)? 5 institutions reported holding $7.81M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($7.5M), McNaughton Wealth Management, LLC ($234,635), Farther Finance Advisors, LLC ($67,395).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CX Institutional | $7.5M | 153,311 | Added |
| 2 | McNaughton Wealth Management, LLC | $234,635 | 4,794 | Hold |
| 3 | Farther Finance Advisors, LLC | $67,395 | 1,377 | Trimmed |
| 4 | CoreCap Advisors, LLC | $7,097 | 145 | Hold |
| 5 | Roxbury Financial LLC | $47 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30