Who Owns INVESCO EXCHANGE TRADED FD T (XSVM)? -- Institutional Holders (2026-06-30)

139 institutions reported holding $368.1M of INVESCO EXCHANGE TRADED FD T (XSVM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($56.7M), BANK OF AMERICA CORP /DE/ ($31.8M), MORGAN STANLEY ($26.4M), CIBC WORLD MARKET INC. ($24.9M), 360 Financial, Inc. ($23.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$56.7M814,637Trimmed
2BANK OF AMERICA CORP /DE/$31.8M457,363Added
3MORGAN STANLEY$26.4M379,962Trimmed
4CIBC WORLD MARKET INC.$24.9M358,096Added
5360 Financial, Inc.$23.1M331,398Added
6Banco Santander, S.A.$13.7M197,040Added
7RAYMOND JAMES FINANCIAL INC$11.0M157,803Trimmed
8Cetera Investment Advisers$9.7M139,733Trimmed
9Altman Advisors, Inc.$9.7M139,180Trimmed
10Janney Montgomery Scott LLC$9.4M134,789Trimmed
11OSAIC HOLDINGS, INC.$8.6M123,847Added
12ENVESTNET ASSET MANAGEMENT INC$8.3M119,498Added
13Private Advisor Group, LLC$8.3M119,124Added
14COMMONWEALTH EQUITY SERVICES, LLC$8.0M115,397Trimmed
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.1M102,638Added
16MML INVESTORS SERVICES, LLC$6.0M86,371Added
17Cooper Financial Group$5.0M72,107Added
18Kellett Wealth Advisors, LLC$5.0M71,282Added
19Royal Bank of Canada$4.3M61,141Trimmed
20MONECO Advisors, LLC$3.8M54,532Trimmed
21Fermata Advisors, LLC$3.6M52,280Added
22JONES FINANCIAL COMPANIES LLLP$3.5M49,673Added
23AMERIPRISE FINANCIAL INC$3.5M50,140Trimmed
24Premier Path Wealth Partners, LLC$3.5M49,922Added
25Focus Partners Advisor Solutions, LLC$3.2M46,343Added

Source: SEC Form 13F filings · as of 2026-06-30