Invesco S&P Smallcap High DI (XSHD)

CUSIP: 46138E131 | NYSE | 82 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Heartwood Wealth Advisors LLC185,979

0.2% of portfolio$2.4M

Concord Wealth Partners179,927

0.3% of portfolio$2.3M

Concord Asset Management, LLC179,195

0.4% of portfolio$2.3M

LPL Financial LLC134,492

0.0% of portfolio$1.7M

Cowa, LLC115,792

0.4% of portfolio$1.5M

Capital Investment Advisory Services, LLC29,675

0.0% of portfolio$381.3K

Ashton Thomas Private Wealth, LLC22,694

0.0% of portfolio$291.6K

Concurrent Investment Advisors, LLC16,346

0.0% of portfolio$210.0K

Indivisible Partners15,071

0.0% of portfolio$193.7K

Rossby Financial, LCC13,360

0.0% of portfolio$171.7K

Wealthcare Advisory Partners LLC12,244

0.0% of portfolio$157.3K

Eagle Bluffs Wealth Management LLC11,891

0.1% of portfolio$152.8K

Farther Finance Advisors, LLC3,016

0.0% of portfolio$38.8K

IFP Advisors, Inc1,000

0.0% of portfolio$12.9K

Allworth Financial LP779

0.0% of portfolio$11.0K

Triumph Capital Management393

0.0% of portfolio$5.1K

US Bancorp \de\205

0.0% of portfolio$2.6K

Simplex Trading, LLC70

0.0% of portfolio$899

				Style	Turnover	Location	Filed
Heartwood Wealth Advisors LLC	185,979	$2.4M	0.2%	ETF	Low	Richmond, VA	2026-10-05
Concord Wealth Partners	179,927	$2.3M	0.3%	Growth	Low	Abingdon, VA	2026-11-02
Concord Asset Management, LLC	179,195	$2.3M	0.4%	Growth	Low	Abingdon, VA	2026-11-02
LPL Financial LLC	134,492	$1.7M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Cowa, LLC	115,792	$1.5M	0.4%	ETF	Medium	Tulsa, OK	2026-10-30
Capital Investment Advisory Services, LLC	29,675	$381.3K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Ashton Thomas Private Wealth, LLC	22,694	$291.6K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Concurrent Investment Advisors, LLC	16,346	$210.0K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Indivisible Partners	15,071	$193.7K	0.0%	Growth	Medium	Clearwater, FL	2026-10-26
Rossby Financial, LCC	13,360	$171.7K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Wealthcare Advisory Partners LLC	12,244	$157.3K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Eagle Bluffs Wealth Management LLC	11,891	$152.8K	0.1%	GARP	Very Low	Columbia, MO	2026-10-20
Farther Finance Advisors, LLC	3,016	$38.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
IFP Advisors, Inc	1,000	$12.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Allworth Financial LP	779	$11.0K	0.0%	Index	Low	Folsom, CA	2026-11-06
Triumph Capital Management	393	$5.1K	0.0%	ETF	Medium	Denver, CO	2026-10-14
US Bancorp \de\	205	$2.6K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Simplex Trading, LLC	70	$899	0.0%	Core	Very High	Chicago, IL	2026-11-04