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Invesco S&P Smallcap LOW VOL (XSLV)

CUSIP: 46138G102 | NYSE | 526 institutional holders

Quarters

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

Armbruster Capital Management, Inc.268,645
2.0% of portfolio›$13.1M
Brookstone Capital Management176,869
0.1% of portfolio›$8.7M
CX Institutional153,311
0.2% of portfolio›$7.5K
Eagle Bluffs Wealth Management LLC104,947
1.8% of portfolio›$5.1M
Commonwealth Equity Services, LLC32,466
0.0% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC26,403
0.0% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.22,660
0.0% of portfolio›$1.1M
Sculati Wealth Management, LLC17,639
0.3% of portfolio›$866.3K
Truist Financial Corp16,610
0.0% of portfolio›$812.9K
Eagle Strategies LLC13,565
0.1% of portfolio›$663.9K
Baldwin Wealth Partners LLC11,693
0.0% of portfolio›$572.3K
Symmetry Partners, LLC8,641
0.0% of portfolio›$422.9K
TopTier Wealth Management, LLC6,669
0.2% of portfolio›$326.4K
Creative Planning5,762
0.0% of portfolio›$282.0K
Choreo, LLC5,589
0.0% of portfolio›$273.6K
Kestra Advisory Services, LLC5,017
0.0% of portfolio›$245.6K
McNaughton Wealth Management, LLC4,794
0.1% of portfolio›$234.6K
Berman McAleer LLC4,572
0.0% of portfolio›$223.8K
Portland Financial Advisors Inc4,108
0.3% of portfolio›$201.1K
Private Trust Co NA2,709
0.0% of portfolio›$132.6K
Fifth Third Bancorp2,141
0.0% of portfolio›$104.8K
Farther Finance Advisors, LLC1,377
0.0% of portfolio›$67.4K
Lodestone Wealth Management LLC1,093
0.0% of portfolio›$53.5K
IMG Wealth Management, Inc.832
0.0% of portfolio›$40.7K
City State Bank426
0.0% of portfolio›$20.9K
Larson Financial Group LLC289
0.0% of portfolio›$14.1K
Capital Investment Advisory Services, LLC270
0.0% of portfolio›$13.2K
Golden State Wealth Management, LLC173
0.0% of portfolio›$8.5K
JFS Wealth Advisors, LLC158
0.0% of portfolio›$7.7K
CoreCap Advisors, LLC145
0.0% of portfolio›$7.1K
Latitude Advisors, LLC105
0.0% of portfolio›$5.1K
Hilton Head Capital Partners, LLC83
0.0% of portfolio›$4.0K
Assetmark, Inc41
0.0% of portfolio›$2.0K
Blue Trust, Inc.39
0.0% of portfolio›$1.9K
Dhjj Financial Advisors, Ltd.36
0.0% of portfolio›$1.8K
Laurel Wealth Advisors LLC13
0.0% of portfolio›$637
Compass Financial Management LLC5
0.0% of portfolio›$245
Roxbury Financial LLC1
0.0% of portfolio›$47
StyleTurnoverLocationFiled
Armbruster Capital Management, Inc.
268,645$13.1M2.0%ETFVery LowPittsford, NY2026-10-19
Brookstone Capital Management
176,869$8.7M0.1%ETFMediumWheaton, IL2026-10-22
CX Institutional
153,311$7.5K0.2%CoreMediumAuburn, IN2026-10-02
Eagle Bluffs Wealth Management LLC
104,947$5.1M1.8%GARPVery LowColumbia, MO2026-10-20
Commonwealth Equity Services, LLC
32,466$1.6M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
26,403$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
22,660$1.1M0.0%ETFLowFairfield, IA2026-11-02
Sculati Wealth Management, LLC
17,639$866.3K0.3%CoreLowBloomfield Hills, MI2026-10-19
Truist Financial Corp
16,610$812.9K0.0%CoreLowCharlotte, NC2026-10-30
Eagle Strategies LLC
13,565$663.9K0.1%ETFLowNew York, NY2026-10-16
Baldwin Wealth Partners LLC
11,693$572.3K0.0%GrowthLowMarion, MA2026-10-13
Symmetry Partners, LLC
8,641$422.9K0.0%ETFLowGlastonbury, CT2026-10-27
TopTier Wealth Management, LLC
6,669$326.4K0.2%ETFVery LowMuskego, WI2026-10-16
Creative Planning
5,762$282.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Choreo, LLC
5,589$273.6K0.0%IndexLowRockford, IL2026-10-28
Kestra Advisory Services, LLC
5,017$245.6K0.0%CoreLowAustin, TX2026-11-02
McNaughton Wealth Management, LLC
4,794$234.6K0.1%ETFLowSan Diego, CA2026-10-09
Berman McAleer LLC
4,572$223.8K0.0%ETFVery LowTimonium, MD2026-10-16
Portland Financial Advisors Inc
4,108$201.1K0.3%ETFVery LowPort Washington, NY2026-10-26
Private Trust Co NA
2,709$132.6K0.0%CoreLowCleveland, OH2026-10-20
Fifth Third Bancorp
2,141$104.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
1,377$67.4K0.0%IndexLowSan Francisco, CA2026-10-08
Lodestone Wealth Management LLC
1,093$53.5K0.0%CoreLowSpokane, WA2026-10-14
IMG Wealth Management, Inc.
832$40.7K0.0%ETFMediumJacksonville, FL2026-10-27
City State Bank
426$20.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Larson Financial Group LLC
289$14.1K0.0%GrowthLowSt Louis, MO2026-11-05
Capital Investment Advisory Services, LLC
270$13.2K0.0%CoreMediumRaleigh, NC2026-10-30
Golden State Wealth Management, LLC
173$8.5K0.0%ETFMediumSanta Ana, CA2026-11-02
JFS Wealth Advisors, LLC
158$7.7K0.0%ETFVery LowHermitage, PA2026-11-03
CoreCap Advisors, LLC
145$7.1K0.0%ETFMediumSouthfield, MI2026-10-08
Latitude Advisors, LLC
105$5.1K0.0%ETFLowYorkville, IL2026-10-27
Hilton Head Capital Partners, LLC
83$4.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Assetmark, Inc
41$2.0K0.0%ETFLowConcord, CA2026-10-21
Blue Trust, Inc.
39$1.9K0.0%ETFLowBrentwood, TN2026-10-15
Dhjj Financial Advisors, Ltd.
36$1.8K0.0%ETFVery LowNaperville, IL2026-10-23
Laurel Wealth Advisors LLC
13$6370.0%CoreVery LowCharlotte, NC2026-10-27
Compass Financial Management LLC
5$2450.0%CoreN/ATampa, FL2026-10-30
Roxbury Financial LLC
1$470.0%CoreVery LowMount Arlington, NJ2026-10-01