XSVM

Invesco S&P SmallCap Value with Momentum ETF
$58.33-0.07 (-0.12%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

8.61001413064311e+257B

Total Value

$4.900023000177752e+200T

% of Float

—

Price History

$44.22$49.24$54.26$59.27$64.29Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC861,001$49.0M0.01%Share
2MORGAN STANLEY413,064$23.0M0.00%Share
3Valmark Advisers, Inc.311,083$17.8M0.22%Share
4360 Financial, Inc.310,802$17.6M5.65%Share
5Janney Montgomery Scott LLC275,638$15.0M0.03%Share
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO353,900$13.2M0.01%Share
7BANK OF AMERICA CORP /DE/233,623$13.0M0.00%Share
8CWM, LLC220,455$12.6M0.03%Share
9BANK OF AMERICA CORP /DE/196,135$11.0M0.00%Share
10RAYMOND JAMES FINANCIAL INC194,614$11.0M0.00%Share
11Banco Santander, S.A.177,409$10.0M0.07%Share
12Traction Financial Partners, LLC172,030$9.8M5.83%Share
13COMMONWEALTH EQUITY SERVICES, LLC169,630$9.0M0.01%Share
14Cetera Investment Advisers143,049$8.0M0.01%Share
15Altman Advisors, Inc.137,061$7.8M2.95%Share
16Private Advisor Group, LLC109,810$6.0M0.03%Share
17ENVESTNET ASSET MANAGEMENT INC112,844$6.0M0.00%Share
18MML INVESTORS SERVICES, LLC94,666$5.0M0.01%Share
19CIBC WORLD MARKET INC.97,539$5.0M0.01%Share
20Cooper Financial Group73,573$4.2M0.45%Share
21OSAIC HOLDINGS, INC.78,913$4.0M0.01%Share
22ROYAL BANK OF CANADA79,800$4.0M0.00%Share
23Kellett Wealth Advisors, LLC65,188$3.7M2.13%Share
24MONECO ADVISORS, LLC55,825$3.2M0.25%Share
25Fermata Advisors, LLC55,396$3.2M0.76%Share
26OSAIC HOLDINGS, INC.60,259$3.0M0.00%Share
27Premier Path Wealth Partners, LLC45,729$2.6M0.34%Share
28DOPKINS WEALTH MANAGEMENT, LLC44,028$2.5M1.03%Share
29Focus Partners Advisor Solutions, LLC44,575$2.0M0.02%Share
30AMERIPRISE FINANCIAL INC47,493$2.0M0.00%Share
31CITIGROUP INC39,770$2.0M0.00%Share
32Farther Finance Advisors, LLC32,451$1.9M0.02%Share
33Bestgate Wealth Advisors, LLC31,577$1.8M3.17%Share
34Stratos Wealth Partners, LTD.30,526$1.7M0.02%Share
35Tolleson Wealth Management, Inc.30,000$1.7M0.25%Share
36Williams & Novak, LLC28,074$1.6M1.21%Share
37Spire Wealth Management25,806$1.5M0.05%Share
38LOWERY THOMAS, LLC25,670$1.5M0.83%Share
39SFM, LLC21,075$1.2M0.71%Share
40OxenFree Capital LLC20,597$1.2M0.62%Share
41Valued Wealth Advisors LLC18,861$1.1M0.47%Share
42RAYMOND JAMES FINANCIAL INC21,076$1.0M0.00%Share
43IHT Wealth Management, LLC32,464$1.0M0.02%Share
44WELLS FARGO & COMPANY/MN19,133$1.0M0.00%Share
45STIFEL FINANCIAL CORP19,053$1.0M0.00%Share
46BANK OF AMERICA CORP /DE/34,618$1.0M0.00%Share
47CHARLES SCHWAB INVESTMENT MANAGEMENT INC17,963$1.0M0.00%Share
48TWO SIGMA INVESTMENTS, LP30,000$1.0M0.00%Share
49JONES FINANCIAL COMPANIES LLLP27,499$1.0M0.00%Share
50Marshall Financial Group, LLC17,212$983K0.19%Share