Who owns XSMO?
Invesco S&P SmallCap Momentum ETF · Invesco
323 institutions reported holding XSMO, worth $2.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XSMO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $238.1M | 2,543,390 | +282,448 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $193.4M | 2,064,849 | +184,078 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $167.2M | 1,785,627 | +69,188 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $158.7M | 1,695,098 | +573,126 shares |
| Morgan Stanley | New York, NY | $106.0M | 1,132,140 | +225,926 shares |
| Wells Fargo & Company | San Francisco, CA | $86.9M | 928,275 | +87,966 shares |
| Cetera Investment Advisers | Schaumburg, IL | $86.9M | 927,946 | +57,853 shares |
| Bank of America Corp. | Charlotte, NC | $77.4M | 826,186 | +351,487 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $69.2M | 739,377 | +468,092 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $67.8M | 723,942 | +114,293 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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 XSMO?
323 institutional managers reported holding XSMO in Form 13F filings for June 30, 2026, worth $2.3B in total. The largest reported position was held by LPL Financial LLC, at $238.1M.
Did institutions buy or sell XSMO last quarter?
Reported 13F value rose 46.9% from March 31, 2026, which includes price moves as well as buying and selling. 55 firms reported a new position and 18 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 XSMO 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.