Who Owns INV SP S/C VAL MNTM ETF (XSVM)? -- Institutional Holders (2026-06-30)

148 institutions reported holding $654.6M of INV SP S/C VAL MNTM ETF (XSVM) in SEC 13F filings for 2026-06-30. Largest institutional holders: IMC-Chicago, LLC ($111.6M), SIMPLEX TRADING, LLC ($72.3M), JPMORGAN CHASE & CO ($56.7M), LPL Financial LLC ($56.7M), GROUP ONE TRADING LLC ($36.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	IMC-Chicago, LLC	$111.6M	535,100	Added
2	SIMPLEX TRADING, LLC	$72.3M	350,300	Added
3	JPMORGAN CHASE & CO	$56.7M	279,273	Trimmed
4	LPL Financial LLC	$56.7M	814,637	Trimmed
5	GROUP ONE TRADING LLC	$36.2M	173,000	Added
6	BANK OF AMERICA CORP /DE/	$31.8M	457,363	Added
7	MORGAN STANLEY	$26.4M	379,962	Trimmed
8	CIBC WORLD MARKET INC.	$24.9M	358,096	Added
9	360 Financial, Inc.	$23.1M	331,398	Added
10	Banco Santander, S.A.	$13.7M	197,040	Added
11	HRT FINANCIAL LP	$11.2M	52,700	Hold
12	RAYMOND JAMES FINANCIAL INC	$11.0M	157,803	Trimmed
13	Cetera Investment Advisers	$9.7M	139,733	Trimmed
14	Altman Advisors, Inc.	$9.7M	139,180	Trimmed
15	Janney Montgomery Scott LLC	$9.4M	134,789	Trimmed
16	OSAIC HOLDINGS, INC.	$8.6M	123,852	Added
17	ENVESTNET ASSET MANAGEMENT INC	$8.3M	119,498	Added
18	Private Advisor Group, LLC	$8.3M	119,124	Added
19	COMMONWEALTH EQUITY SERVICES, LLC	$8.0M	115,397	Trimmed
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$7.1M	102,638	Added
21	MML INVESTORS SERVICES, LLC	$6.0M	86,371	Added
22	Cooper Financial Group	$5.0M	72,107	Added
23	Kellett Wealth Advisors, LLC	$5.0M	71,282	Added
24	Royal Bank of Canada	$4.3M	61,141	Trimmed
25	MONECO Advisors, LLC	$3.8M	54,532	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30