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Invesco S&P Smallcap Value W (XSVM)

CUSIP: 46137V480 | NYSE | 349 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC87,878
0.0% of portfolio›$5.7M
Premier Path Wealth Partners, LLC71,039
0.5% of portfolio›$4.6M
Kellett Wealth Advisors, LLC66,293
1.6% of portfolio›$4.3M
Bestgate Wealth Advisors, LLC66,155
2.7% of portfolio›$4.3M
Moneco Advisors, LLC54,046
0.2% of portfolio›$3.5M
Fermata Advisors, LLC53,469
0.7% of portfolio›$3.5M
Cooper Financial Group44,417
0.2% of portfolio›$2.9M
Williams & Novak Wealth Management, LLC40,351
1.6% of portfolio›$2.6M
Citigroup Inc36,693
0.0% of portfolio›$2.4M
Apex Wealth Management, LLC35,090
1.3% of portfolio›$2.3M
Farther Finance Advisors, LLC30,682
0.0% of portfolio›$2.0M
New Wave Wealth Advisors LLC29,310
0.5% of portfolio›$1.9M
Spire Wealth Management25,883
0.1% of portfolio›$1.7M
OxenFree Capital LLC19,063
0.5% of portfolio›$1.3M
Eagle Strategies LLC14,780
0.1% of portfolio›$962.2K
SFM, LLC d/b/a Sweeney Financial Advisors14,447
0.5% of portfolio›$940.5K
Asset Allocation Strategies LLC13,586
0.1% of portfolio›$884.4K
Del-Sette Capital Management, LLC12,925
0.5% of portfolio›$841.4K
Cambridge Investment Research Advisors, Inc.11,569
0.0% of portfolio›$753.0K
Visionary Wealth Advisors10,997
0.0% of portfolio›$715.9K
Armbruster Capital Management, Inc.9,094
0.1% of portfolio›$592.0K
Creative Planning9,089
0.0% of portfolio›$591.7K
Southland Equity Partners LLC8,858
0.1% of portfolio›$576.6K
Sigma Planning Corp7,294
0.0% of portfolio›$474.8K
Truist Financial Corp7,076
0.0% of portfolio›$460.7K
CoreCap Advisors, LLC7,021
0.0% of portfolio›$457.1K
Maia Wealth LLC6,936
0.1% of portfolio›$451.5K
Creative Financial Designs Inc6,320
0.0% of portfolio›$411.5K
Parallel Advisors, LLC6,001
0.0% of portfolio›$390.7K
RFG Advisory, LLC5,911
0.0% of portfolio›$384.8K
Independent Financial Group, LLC5,531
0.0% of portfolio›$360.1K
Lyell Wealth Management, LP5,331
0.0% of portfolio›$347.0K
Wealth Enhancement Advisory Services, LLC5,123
0.0% of portfolio›$338.0K
Evanson Financial, LLC4,455
0.0% of portfolio›$290.0K
Concurrent Investment Advisors, LLC4,410
0.0% of portfolio›$287.1K
Oath Planning, LLC4,324
0.2% of portfolio›$281.5K
Sunrise Financial Services, LLC4,276
0.2% of portfolio›$278.4K
Silverlake Wealth Management LLC3,817
0.0% of portfolio›$248.5K
SYM Financial Corp2,000
0.0% of portfolio›$130.2K
Private Trust Co NA1,797
0.0% of portfolio›$117.0K
Richards, Merrill & Peterson, Inc.1,500
0.0% of portfolio›$97.7K
Harbor Asset Planning, Inc.980
0.0% of portfolio›$63.8K
Harbor Investment Advisory, LLC650
0.0% of portfolio›$42.3K
Beacon Capital Management, Inc.543
0.0% of portfolio›$35.3K
Wagner Wealth Management, LLC490
0.0% of portfolio›$31.9K
Assetmark, Inc234
0.0% of portfolio›$15.2K
CFG Wealth Management Services, Inc.177
0.0% of portfolio›$11.6K
Main Street Group, LTD79
0.0% of portfolio›$5.1K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
87,878$5.7M0.0%ETFLowWaltham, MA2026-11-02
Premier Path Wealth Partners, LLC
71,039$4.6M0.5%GrowthMediumMadison, NJ2026-10-16
Kellett Wealth Advisors, LLC
66,293$4.3M1.6%ETFMediumCincinnati, OH2026-10-15
Bestgate Wealth Advisors, LLC
66,155$4.3M2.7%ETFLowFrederick, MD2026-10-13
Moneco Advisors, LLC
54,046$3.5M0.2%ETFLowFairfield, CT2026-11-05
Fermata Advisors, LLC
53,469$3.5M0.7%ETFLowSonoma, CA2026-10-13
Cooper Financial Group
44,417$2.9M0.2%GrowthMediumIrvine, CA2026-10-07
Williams & Novak Wealth Management, LLC
40,351$2.6M1.6%ETFMediumWestlake Village, CA2026-10-09
Citigroup Inc
36,693$2.4M0.0%CoreMediumNew York, NY2026-11-04
Apex Wealth Management, LLC
35,090$2.3M1.3%ETFMediumBedford, NH2026-10-20
Farther Finance Advisors, LLC
30,682$2.0M0.0%IndexLowSan Francisco, CA2026-10-08
New Wave Wealth Advisors LLC
29,310$1.9M0.5%CoreMediumSpringdale, AR2026-10-19
Spire Wealth Management
25,883$1.7M0.1%GrowthMediumMclean, VA2026-10-30
OxenFree Capital LLC
19,063$1.3M0.5%N/ALowMelbourne, FL2026-10-07
Eagle Strategies LLC
14,780$962.2K0.1%ETFLowNew York, NY2026-10-16
SFM, LLC d/b/a Sweeney Financial Advisors
14,447$940.5K0.5%ETFLowBedford, NH2026-10-14
Asset Allocation Strategies LLC
13,586$884.4K0.1%ETFMediumFarmington, MI2026-10-20
Del-Sette Capital Management, LLC
12,925$841.4K0.5%YieldHighSchenectady, NY2026-10-23
Cambridge Investment Research Advisors, Inc.
11,569$753.0K0.0%ETFLowFairfield, IA2026-11-02
Visionary Wealth Advisors
10,997$715.9K0.0%ETFLowO'Fallon, IL2026-11-04
Armbruster Capital Management, Inc.
9,094$592.0K0.1%ETFVery LowPittsford, NY2026-10-19
Creative Planning
9,089$591.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Southland Equity Partners LLC
8,858$576.6K0.1%ETFLowWildwood, MO2026-10-14
Sigma Planning Corp
7,294$474.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Truist Financial Corp
7,076$460.7K0.0%CoreLowCharlotte, NC2026-10-30
CoreCap Advisors, LLC
7,021$457.1K0.0%ETFMediumSouthfield, MI2026-10-08
Maia Wealth LLC
6,936$451.5K0.1%ETFMediumDenver, CO2026-10-19
Creative Financial Designs Inc
6,320$411.5K0.0%ETFMediumKokomo, IN2026-11-04
Parallel Advisors, LLC
6,001$390.7K0.0%IndexLowSan Francisco, CA2026-11-03
RFG Advisory, LLC
5,911$384.8K0.0%ETFMediumBirmingham, AL2026-11-03
Independent Financial Group, LLC
5,531$360.1K0.0%GrowthLowSan Diego, CA2026-10-13
Lyell Wealth Management, LP
5,331$347.0K0.0%GrowthLowMenlo Park, CA2026-10-30
Wealth Enhancement Advisory Services, LLC
5,123$338.0K0.0%CoreLowPlymouth, MN2026-10-13
Evanson Financial, LLC
4,455$290.0K0.0%ETFN/AMclean, VA2026-10-23
Concurrent Investment Advisors, LLC
4,410$287.1K0.0%GrowthMediumTampa, FL2026-10-16
Oath Planning, LLC
4,324$281.5K0.2%ETFVery LowTulsa, OK2026-10-20
Sunrise Financial Services, LLC
4,276$278.4K0.2%ETFMediumBurien, WA2026-10-21
Silverlake Wealth Management LLC
3,817$248.5K0.0%ETFLowWilliston, VT2026-10-21
SYM Financial Corp
2,000$130.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Private Trust Co NA
1,797$117.0K0.0%CoreLowCleveland, OH2026-10-20
Richards, Merrill & Peterson, Inc.
1,500$97.7K0.0%GrowthLowSpokane, WA2026-10-19
Harbor Asset Planning, Inc.
980$63.8K0.0%ETFVery LowBelmont, MA2026-10-23
Harbor Investment Advisory, LLC
650$42.3K0.0%GrowthLowLutherville, MD2026-10-13
Beacon Capital Management, Inc.
543$35.3K0.0%ETFMediumDayton, OH2026-10-13
Wagner Wealth Management, LLC
490$31.9K0.0%ETFLowGreenville, SC2026-10-21
Assetmark, Inc
234$15.2K0.0%ETFLowConcord, CA2026-10-21
CFG Wealth Management Services, Inc.
177$11.6K0.0%ETFLowIndianapolis, XX2026-10-21
Main Street Group, LTD
79$5.1K0.0%ETFMediumGlen Allen, VA2026-10-28