Who Owns Invesco S&P Small Cap Momentum ETF (XSMO)? -- Institutional Holders (2026-06-30)

167 institutions reported holding $807.2M of Invesco S&P Small Cap Momentum ETF (XSMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($167.2M), Cambridge Investment Research Advisors, Inc. ($69.2M), Apollon Wealth Management, LLC ($51.9M), Gratus Wealth Advisors, LLC ($49.4M), Private Advisor Group, LLC ($31.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$167.2M1.8MAdded
2Cambridge Investment Research Advisors, Inc.$69.2M739,377Added
3Apollon Wealth Management, LLC$51.9M554,308Added
4Gratus Wealth Advisors, LLC$49.4M527,440Added
5Private Advisor Group, LLC$31.2M333,599Added
6River Wealth Advisors LLC$28.9M309,168Trimmed
7Focus Financial Network, Inc.$20.7M220,755Trimmed
8Armbruster Capital Management, Inc.$18.6M198,166Trimmed
9Clark Wealth Partners$16.8M179,445Trimmed
10Sound Income Strategies, LLC$16.4M175,245Added
11COMMONWEALTH EQUITY SERVICES, LLC$15.2M161,854Trimmed
12Financial Partners Group, Inc$14.1M151,054Added
13Envestnet Portfolio Solutions, Inc.$11.4M122,014Added
14Sequoia Financial Advisors, LLC$11.3M120,337Trimmed
15Savvy Advisors, Inc.$11.3M120,231New
16Integrated Capital Management, LLC$10.4M111,269Added
17USAdvisors Wealth Management, LLC$10.4M110,675Added
18Family Investment Center, Inc.$10.3M110,454Added
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10.3M115,945Trimmed
20Provident Wealth Management, LLC$9.4M100,205Trimmed
21TRUIST FINANCIAL CORP$9.3M99,037Added
22EPG Wealth Management LLC$8.4M90,058Added
23Cooper Financial Group$7.3M78,204Trimmed
24Redhawk Wealth Advisors, Inc.$7.3M77,443Added
25Fifth Third Securities, Inc.$6.7M71,208Trimmed

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