Who Owns INVESCO EXCH TRADED FD TR II (XSHD)? -- Institutional Holders (2026-06-30)

42 institutions reported holding $17.5M of INVESCO EXCH TRADED FD TR II (XSHD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Heartwood Wealth Advisors LLC ($2.6M), Concord Wealth Partners ($2.5M), Concord Asset Management, LLC/VA ($2.5M), IHT Wealth Management, LLC ($2.2M), LPL Financial LLC ($1.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Heartwood Wealth Advisors LLC$2.6M185,226Added
2Concord Wealth Partners$2.5M174,640Trimmed
3Concord Asset Management, LLC/VA$2.5M173,987Trimmed
4IHT Wealth Management, LLC$2.2M155,940Added
5LPL Financial LLC$1.9M131,279Trimmed
6COWA, LLC$972,13468,848Trimmed
7Tower Research Capital LLC (TRC)$800,49156,692New
8Cetera Investment Advisers$557,35739,473Trimmed
9Capital Investment Advisory Services, LLC$446,54531,625Hold
10Global Retirement Partners, LLC$402,59828,513New
11TWO SIGMA INVESTMENTS, LP$378,55726,810Trimmed
12Financial Solutions Advisory Group, Inc.$367,57226,199Added
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$274,54919,444Added
14Ashton Thomas Private Wealth, LLC$266,84018,898Hold
15CITADEL ADVISORS LLC$265,38518,795New
16Royal Bank of Canada$245,00017,343New
17Wealthcare Advisory Partners LLC$172,77212,236New
18Rossby Financial, LCC$171,85512,171New
19Indivisible Partners$158,68111,238Hold
20Eagle Bluffs Wealth Management LLC$148,95210,549Hold
21OSAIC HOLDINGS, INC.$72,0975,106Added
22Graney & King, LLC$52,8503,743Trimmed
23Farther Finance Advisors, LLC$41,9282,969Hold
24INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$26,5971,873Hold
25SIMPLEX TRADING, LLC$22,5211,595Added

Source: SEC Form 13F filings · as of 2026-06-30