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Disclosery

XSVM INVESCO EXCHANGE TRADED FD T

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S&P SMCP VLU MNT (fund)

129 managers (129 13F filers) reported a position in XSVM shares at 2026-03-31, 5,273,445 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
129
13F filers
129
New
15
Added
41
Reduced
47
Sold out
11
Shares held by filers
5,273,445

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 LLC854,235$51.5M0.01%-6,76613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/446,914$26.9M<0.01%-17,46213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY385,516$23.2M<0.01%-29,00713F-HRTimelineGroup
360 Financial, Inc.324,153$19.5M5.89%+10,04313F-HRTimeline
CWM, LLCin group CWM, LLC213,354$12.9M0.03%-7,10113F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.191,813$11.6M0.09%+14,40413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,164$11.5M<0.01%-25,52613F-HRTimelineGroup
Cetera Investment Advisers144,598$8.71M0.01%+1,54913F-HRTimeline
Altman Advisors, Inc.139,995$8.44M3.5%+2,93413F-HRTimeline
Janney Montgomery Scott LLC138,157$8.32M0.02%-137,48113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC118,718$7.15M<0.01%+5,87413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC118,333$7.13M0.01%-51,29713F-HRTimeline
Private Advisor Group, LLC112,004$6.75M0.03%+2,19413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,649$6.73M0.01%-29,13413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…97,330$5.87M<0.01%-10,99113F-HRTimelineGroup
CIBC WORLD MARKET INC.97,215$5.86M0.01%-32413F-HRTimeline
Cooper Financial Group71,681$4.32M0.44%-1,89213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,264$4.29M<0.01%-9,98513F-HRTimelineGroup
Kellett Wealth Advisors, LLC68,120$4.1M2.22%+2,93213F-HRTimeline
MML INVESTORS SERVICES, LLC62,650$3.78M0.01%-32,01613F-HRTimeline
MONECO ADVISORS, LLC55,365$3.34M0.26%-46013F-HRTimeline
Fermata Advisors, LLC51,980$3.13M0.71%-3,41613F-HRTimeline
Del-Sette Capital Management, LLC51,204$3.09M1.85%+40,90613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC50,779$3.06M<0.01%+3,13613F-HR/ATimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth45,838$2.76M0.03%+1,26313F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC45,290$2.73M1.1%+1,26213F-HRTimeline
Premier Path Wealth Partners, LLC39,644$2.39M0.31%-6,08513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC39,166$2.36M<0.01%-60413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,764$2.3M<0.01%+11,26513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,742$2.09M<0.01%+1,29713F-HR/ATimelineGroup
Apex Wealth Management, LLC34,720$2.09M1.44%new13F-HRTimeline
Williams & Novak Wealth Management, LLC34,198$2.07M1.55%+6,12413F-HRTimeline
IHT Wealth Management, LLC31,485$1.9M0.04%-97913F-HRTimeline
Farther Finance Advisors, LLC31,168$1.89M0.02%-1,28313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…30,000$1.81M0.26%013F-HRTimelineGroup
LOWERY THOMAS, LLC25,984$1.57M0.9%+31413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management25,857$1.56M0.05%+5113F-HRTimelineGroup
Bestgate Wealth Advisors, LLC24,337$1.47M2.65%-7,24013F-HRTimeline
Independent Advisor Alliance23,463$1.41M0.02%new13F-HRTimeline
Traction Financial Partners, LLC23,046$1.39M0.86%-148,98413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,076$1.33M<0.01%+3,02313F-HRTimelineGroup
SFM, LLC21,295$1.28M0.78%+22013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC21,187$1.28M<0.01%new13F-HRTimelineGroup
OxenFree Capital LLC19,679$1.25M0.61%-91813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,860$1.11M<0.01%+2,99713F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP18,100$1.09M<0.01%-11,90013F-HRTimelineGroup
Marshall Financial Group, LLC16,933$1.02M0.16%-27913F-HRTimeline
Sanctuary Advisors, LLC16,535$996K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC15,932$960K<0.01%new13F-HRTimelineGroup
Brightwater Advisory LLC15,928$960K0.63%+1,76213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,626$942K<0.01%new13F-HRTimelineGroup
Asset Allocation Strategies LLC15,135$912K0.16%-1,01013F-HRTimeline
UBS Group AGin group UBS Group AG14,577$878K<0.01%+10913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,057$847K<0.01%new13F-HRTimelineGroup
Eagle Strategies LLC13,780$830K0.1%+6,69913F-HRTimeline
Cambridge Investment Research Advisors,…13,459$811K<0.01%-73913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,541$756K0.01%-17,98513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV12,046$726K0.04%+64213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,692$705K<0.01%-3,30013F-HRTimelineGroup
Arax Advisory Partners11,171$673K0.02%-49013F-HRTimeline
Keating Financial Advisory Services, In…10,651$642K0.1%-39813F-HRTimeline
Creative Planningin group Creative Planning9,715$585K<0.01%+57913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,625$580K<0.01%-2,38413F-HRTimelineGroup
Institute for Wealth Management, LLC.9,240$557K0.06%013F-HRTimeline
Southland Equity Partners LLC9,099$548K0.11%-11913F-HRTimeline
Armbruster Capital Management, Inc.9,094$548K0.09%013F-HRTimeline
Visionary Wealth Advisors9,019$543K0.02%013F-HRTimeline
Valued Wealth Advisors LLC8,407$507K0.21%-10,45413F-HRTimeline
HighTower Advisors, LLC8,151$491K<0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,601$458K0.03%-62213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,322$441K<0.01%new13F-HRTimelineGroup
&PARTNERS6,930$418K<0.01%new13F-HRTimeline
Maia Wealth LLC6,850$413K0.07%+82913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,794$388K<0.01%-23013F-HRTimelineGroup
RFG Advisory, LLC6,388$385K0.01%-16113F-HRTimeline
Geneos Wealth Management Inc.6,375$384K0.01%+12513F-HRTimeline
Parallel Advisors, LLC6,001$362K0.01%013F-HR/ATimeline
Oath Planning, LLC5,975$360K0.32%-7,80413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,720$345K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp5,631$339K0.01%+1313F-HRTimeline
Gateway Wealth Partners, LLC5,550$334K0.01%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,401$325K0.07%+813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,176$316K<0.01%-3,91013F-HRTimeline
CoreCap Advisors, LLC4,952$298K0.01%+15913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,812$290K0.01%013F-HR/ATimeline
NewEdge Advisors, LLC4,800$289K<0.01%-44713F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS4,683$282K<0.01%+1113F-HRTimeline
Pacific Sun Financial Corp4,600$277K0.13%+2013F-HRTimeline
Evanson Asset Management, LLC4,455$268K0.01%013F-HRTimeline
Sunrise Financial Services, LLC4,454$268K0.19%-3113F-HRTimeline
WESCAP Management Group, Inc.4,395$265K0.05%+313F-HRTimeline
TruWealth Advisors, LLC4,180$252K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC4,136$249K<0.01%+2113F-HRTimeline
Swisher Financial Concepts, Inc.3,751$226K0.13%-20013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,740$225K0.03%013F-HRTimeline
Valmark Advisers, Inc.3,705$223K<0.01%-307,37813F-HRTimeline
Madison Wealth Partners, Inc3,681$222K0.04%+3713F-HRTimeline
GWN SECURITIES INC.3,410$205K0.04%new13F-HRTimeline
Greenline Wealth Management LLC3,326$200K0.23%+613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,004$181K<0.01%+38413F-HRTimeline
FMR LLCin group FMR LLC2,202$133K<0.01%+22113F-HRTimelineGroup
SYM FINANCIAL Corp2,000$121K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,797$108K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,602$97K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.1,500$90.4K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/989$59.6K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…988$59.6K<0.01%+613F-HRTimeline
Harbor Asset Planning, Inc.969$58.4K0.05%+413F-HRTimeline
AE Wealth Management LLC715$43.1K<0.01%-15213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC650$39.2K<0.01%013F-HRTimeline
UMB Bank, n.a.560$33.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Capital Management, Inc.546$32.9K<0.01%-113F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.503$30.3K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\328$19.8K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC293$17.6K<0.01%+213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC260$15.6K<0.01%13F-HRTimelineGroup
Allworth Financial LP255$15.4K<0.01%-1,19313F-HRTimeline
CFG Wealth Management Services, Inc.175$10.5K0.01%+113F-HRTimeline
Cornerstone Planning Group LLC144$9.52K<0.01%-1,07213F-HRTimeline
Basepoint Wealth LLC140$8.44K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…137$8.3K<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC128$7.71K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.90$5.42K<0.01%013F-HRTimeline
Main Street Group, LTD79$4.76K<0.01%new13F-HRTimeline
Rossby Financial, LCC48$2.91K<0.01%new13F-HRTimeline
Longview Financial Advisors, Inc.33$1.99K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …6$362<0.01%-16013F-HRTimelineGroup
Sound Income Strategies, LLC0$13<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Roble, Belko & Company, Inc7$00%013F-HRTimelineValue filed as zero, left out of ratios.