Who owns XSHD?
Invesco S&P SmallCap High Dividend Low Volatility ETF · Invesco
37 institutions reported holding XSHD, worth $17.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XSHD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | Richmond, VA | $2.6M | 185,226 | +8,953 shares |
| Concord Wealth Partners | Abingdon, VA | $2.5M | 174,640 | −4,041 shares |
| Concord Asset Management, LLC | Abingdon, VA | $2.5M | 173,987 | −3,649 shares |
| IHT Wealth Management, LLC | Chicago, IL | $2.2M | 155,940 | +4,808 shares |
| LPL Financial LLC | Fort Mill, SC | $1.9M | 131,279 | −314,394 shares |
| COWA, LLC | Tulsa, OK | $972K | 68,848 | −4,800 shares |
| Tower Research Capital LLC (TRC) | New York, NY | $800K | 56,692 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $557K | 39,473 | −2,878 shares |
| Capital Investment Advisory Services, LLC | Raleigh, NC | $447K | 31,625 | No change |
| Global Retirement Partners, LLC | San Rafael, CA | $403K | 28,513 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XSHD?
37 institutional managers reported holding XSHD in Form 13F filings for June 30, 2026, worth $17.5M in total. The largest reported position was held by Heartwood Wealth Advisors LLC, at $2.6M.
Did institutions buy or sell XSHD last quarter?
Reported 13F value fell 9.9% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XSHD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.