41 institutions reported holding $19.4M of INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($5.8M), Concord Wealth Partners ($2.3M), Concord Asset Management, LLC/VA ($2.3M), Heartwood Wealth Advisors LLC ($2.3M), IHT Wealth Management, LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $5.8M | 445,673 | Added |
| 2 | Concord Wealth Partners | $2.3M | 178,681 | Added |
| 3 | Concord Asset Management, LLC/VA | $2.3M | 177,636 | Added |
| 4 | Heartwood Wealth Advisors LLC | $2.3M | 176,273 | Added |
| 5 | IHT Wealth Management, LLC | $2.0M | 151,132 | Added |
| 6 | COWA, LLC | $966,438 | 73,648 | Added |
| 7 | Sigma Planning Corp | $728,745 | 55,535 | New |
| 8 | TWO SIGMA INVESTMENTS, LP | $639,192 | 48,710 | Added |
| 9 | Cetera Investment Advisers | $555,749 | 42,351 | Trimmed |
| 10 | Capital Investment Advisory Services, LLC | $414,996 | 31,625 | Hold |
| 11 | Ashton Thomas Private Wealth, LLC | $247,987 | 18,898 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $246,662 | 18,797 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $207,000 | 15,779 | Added |
| 14 | Indivisible Partners | $147,470 | 11,238 | Hold |
| 15 | Eagle Bluffs Wealth Management LLC | $138,428 | 10,549 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $59,499 | 4,535 | Added |
| 17 | Graney & King, LLC | $52,528 | 4,003 | Hold |
| 18 | TSFG, LLC | $52,000 | 4,000 | Hold |
| 19 | Farther Finance Advisors, LLC | $39,047 | 2,969 | Hold |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24,630 | 1,873 | Hold |
| 21 | CONSULTIVA WEALTH MANAGEMENT, CORP. | $20,274 | 1,545 | Hold |
| 22 | IFP Advisors, Inc | $13,122 | 1,000 | Hold |
| 23 | SIMPLEX TRADING, LLC | $11,849 | 903 | New |
| 24 | Allworth Financial LP | $10,223 | 779 | New |
| 25 | MOTCO | $8,530 | 650 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31