Who owns XSHQ?
Invesco S&P SmallCap Quality ETF · Invesco
75 institutions reported holding XSHQ, worth $170.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XSHQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $30.1M | 622,416 | −120,459 shares |
| Larson Financial Group LLC | St Louis, MO | $27.6M | 570,428 | −18,180 shares |
| Coppell Advisory Solutions LLC | Coppell, TX | $9.1M | 1,419 | New position |
| HighPoint Advisor Group LLC | Downers Grove, IL | $7.9M | 164,234 | −5,968 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $7.4M | 154,071 | −270,801 shares |
| Breakwater Capital Group | Paramus, NJ | $6.8M | 139,859 | −37,251 shares |
| Private Advisory Group LLC | Redmond, WA | $6.3M | 130,384 | −1,025 shares |
| Beacon Financial Planning, Inc. | Hyannis, MA | $6.1M | 125,141 | −6,856 shares |
| Mariner, LLC | Overland Park, KS | $6.0M | 124,598 | +28,402 shares |
| Goldman Sachs Group Inc. | New York, NY | $5.6M | 114,968 | +14,497 shares |
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 XSHQ?
75 institutional managers reported holding XSHQ in Form 13F filings for June 30, 2026, worth $170.2M in total. The largest reported position was held by LPL Financial LLC, at $30.1M.
Did institutions buy or sell XSHQ last quarter?
Reported 13F value rose 2.0% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 10 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 XSHQ 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.