Who Owns INVESCO EXCHANGE TRADED FD T (XSVM)? -- Institutional Holders (2026-03-31)
139 institutions reported holding $315.7M of INVESCO EXCHANGE TRADED FD T (XSVM) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($51.5M), BANK OF AMERICA CORP /DE/ ($26.9M), MORGAN STANLEY ($23.2M), 360 Financial, Inc. ($19.5M), CWM, LLC ($12.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $51.5M | 854,235 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $26.9M | 446,914 | Trimmed |
| 3 | MORGAN STANLEY | $23.2M | 385,516 | Trimmed |
| 4 | 360 Financial, Inc. | $19.5M | 324,153 | Added |
| 5 | CWM, LLC | $12.9M | 213,354 | Trimmed |
| 6 | Banco Santander, S.A. | $11.6M | 191,813 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $11.5M | 190,164 | Trimmed |
| 8 | Cetera Investment Advisers | $8.7M | 144,598 | Added |
| 9 | Altman Advisors, Inc. | $8.4M | 139,995 | Added |
| 10 | Janney Montgomery Scott LLC | $8.3M | 138,157 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $7.2M | 118,718 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 118,333 | Trimmed |
| 13 | Private Advisor Group, LLC | $6.7M | 112,004 | Added |
| 14 | OSAIC HOLDINGS, INC. | $6.7M | 111,649 | Trimmed |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.9M | 97,330 | Trimmed |
| 16 | CIBC WORLD MARKET INC. | $5.9M | 97,215 | Trimmed |
| 17 | Cooper Financial Group | $4.3M | 71,681 | Trimmed |
| 18 | Royal Bank of Canada | $4.3M | 71,264 | Trimmed |
| 19 | Kellett Wealth Advisors, LLC | $4.1M | 68,120 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $3.8M | 62,650 | Trimmed |
| 21 | MONECO Advisors, LLC | $3.3M | 55,365 | Trimmed |
| 22 | Fermata Advisors, LLC | $3.1M | 51,980 | Trimmed |
| 23 | Del-Sette Capital Management, LLC | $3.1M | 51,204 | Added |
| 24 | AMERIPRISE FINANCIAL INC | $3.1M | 50,779 | Added |
| 25 | Focus Partners Advisor Solutions, LLC | $2.8M | 45,838 | Added |
Source: SEC Form 13F filings · as of 2026-03-31