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Disclosery

XSHQ INVESCO EXCH TRADED FD TR II

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S&P SMLCAP QTY (fund)

76 managers (76 13F filers) reported a position in XSHQ shares at 2026-03-31, 3,974,411 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
76
13F filers
76
New
13
Added
29
Reduced
25
Sold out
14
Shares held by filers
3,974,411

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC742,875$31.3M0.01%-72,64813F-HRTimeline
Larson Financial Group LLC588,608$24.8M0.8%+24,72413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…424,872$17.9M0.01%-59,01113F-HRTimelineGroup
Independent Advisor Alliance233,731$9.85M0.11%new13F-HRTimeline
Breakwater Capital Group177,110$7.47M1%-27,25813F-HRTimeline
HighPoint Advisor Group LLC170,202$7.18M0.3%-114,66113F-HRTimeline
BEACON FINANCIAL PLANNING, INC131,997$5.57M2.16%+36,06013F-HRTimeline
Private Advisory Group LLC131,409$5.54M0.39%+3,69913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,471$4.24M<0.01%+22,34513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC96,196$4.06M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,270$3.76M<0.01%+10,05013F-HRTimelineGroup
PlanVest Financial, Inc83,718$3.53M2.68%13F-HRTimeline
DHJJ Financial Advisors, Ltd.82,913$3.5M1.16%+3,98013F-HRTimeline
Intrua Financial, LLC81,711$3.44M0.37%-28413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/77,823$3.28M<0.01%+2,69713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY73,359$3.09M<0.01%-11,16913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,372$2.2M0.01%+26313F-HRTimelineGroup
Westmount Partners, LLC40,000$2.19M0.54%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…48,315$2.04M0.13%+3,74013F-HRTimelineGroup
Cetera Investment Advisers46,272$1.95M<0.01%+3,64513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,417$1.79M<0.01%+8,77013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,186$1.15M<0.01%-34,97913F-HRTimelineGroup
NewEdge Advisors, LLC22,630$954K<0.01%+1,38213F-HR/ATimeline
HighTower Advisors, LLC22,421$945K<0.01%-84713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,577$910K<0.01%-30,17513F-HRTimelineGroup
Golden State Wealth Management, LLC21,337$900K0.1%+25113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC21,316$899K0.01%-15,02213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,164$892K0.02%+2,12413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,721$831K<0.01%+6,36813F-HRTimelineGroup
Family Manage LLC17,636$744K0.09%-6,95013F-HRTimeline
TAGStone Capital, Inc.17,502$738K0.26%+1,18913F-HRTimeline
Cambridge Investment Research Advisors,…17,423$735K<0.01%-5,51913F-HRTimeline
GHP Investment Advisors, Inc.17,036$718K0.03%+4913F-HRTimeline
Fortune Financial Group, Inc.16,692$704K0.63%+2,29813F-HRTimeline
ROMAN BUTLER FULLERTON & CO15,565$681K0.19%+4813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12,702$536K0.13%-5413F-HRTimeline
Summit Financial, LLC11,428$482K0.01%+1,57913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,157$428K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp9,561$403K0.01%-1,84313F-HRTimeline
Onyx Bridge Wealth Group LLC9,192$388K0.04%-29713F-HRTimeline
Foundry Financial Group, Inc.7,506$316K0.16%-70,08313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,436$314K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,700$282K0.02%+39513F-HRTimelineGroup
Fox Financial, Inc6,528$275K0.22%-113F-HRTimeline
Kingsview Wealth Management, LLC6,503$274K<0.01%+30013F-HRTimeline
Nikulski Financial, Inc.6,275$265K0.07%-75013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,036$254K<0.01%+19713F-HRTimelineGroup
D.A. DAVIDSON & CO.6,012$253K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,999$253K<0.01%new13F-HRTimelineGroup
Northwest Financial Advisors5,984$252K0.49%+513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,910$249K<0.01%013F-HR/ATimelineGroup
CARLSON FINANCIAL, INC.5,661$239K0.14%-7613F-HRTimeline
Snowden Capital Advisors LLC5,582$235K0.01%-29313F-HRTimeline
Mascagni Wealth Management, Inc.5,578$235K0.17%+1113F-HRTimeline
Hunter Perkins Capital Management, LLC5,493$232K0.05%new13F-HRTimeline
CONNORS INVESTOR SERVICES INC5,500$232K0.02%-8513F-HRTimeline
Archer Investment Management, LLC5,254$222K0.09%-4,66413F-HRTimeline
Rossby Financial, LCC4,939$209K0.04%new13F-HRTimeline
EFG International AGin group EFG International AG3,939$166K<0.01%013F-HRTimelineGroup
MCF Advisors LLC3,851$162K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,204$92.9K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…2,150$90.7K0.01%-20013F-HRTimeline
Geneos Wealth Management Inc.800$33.7K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC728$31K<0.01%+113F-HRTimelineGroup
TD Capital Management LLC675$28.5K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…549$23.1K<0.01%-97713F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…300$12.6K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC300$12.6K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC261$11K<0.01%-7113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO247$10.2K<0.01%+113F-HR/ATimelineGroup
Aptus Capital Advisors, LLC203$8.56K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN181$7.64K<0.01%+18013F-HR/ATimelineGroup
Allworth Financial LP100$4.22K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65$2.77K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co51$2.15K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC24$1.01K<0.01%013F-HRTimelineGroup