Invesco S&P SmallCap High Dividend Low Volatility ETF(XSHD)

$14.19—Stale · unknown old

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Invesco S&P SmallCap High Dividend Low Volatility ETF(XSHD)

USBATS • Last print unknown ago

$14.19—Stale · unknown old

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XSHD(XSHD)

XSHD

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Institutional Ownership

Top 66 Institutional Holders

Holder	Shares	Date	Change	% Held
Heartwood Wealth Advisors LLC	185.23K	Jun 30, 26	+8.95K	3.62%
Concord Wealth Partners	174.64K	Jun 30, 26	-4.04K	3.42%
Concord Asset Management, LLC/VA	173.99K	Jun 30, 26	-3.65K	3.40%
IHT Wealth Management, LLC	155.94K	Jun 30, 26	+4.81K	3.05%
LPL Financial LLC	131.28K	Jun 30, 26	-314.39K	2.57%
COWA, LLC	68.85K	Jun 30, 26	-4.80K	1.35%
Tower Research Capital LLC (TRC)	56.69K	Jun 30, 26	+56.69K	1.11%
Cetera Investment Advisers	39.47K	Jun 30, 26	-2.88K	0.77%
Capital Investment Advisory Services, LLC	31.63K	Jun 30, 26	--	0.62%
Global Retirement Partners, LLC	28.51K	Jun 30, 26	+28.51K	0.56%
TWO SIGMA INVESTMENTS, LP	26.81K	Jun 30, 26	-21.90K	0.52%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	19.44K	Jun 30, 26	+647	0.38%
Ashton Thomas Private Wealth, LLC	18.90K	Jun 30, 26	--	0.37%
CITADEL ADVISORS LLC	18.80K	Jun 30, 26	+18.80K	0.37%
ROYAL BANK OF CANADA	17.34K	Jun 30, 26	+17.34K	0.34%
Wealthcare Advisory Partners LLC	12.24K	Jun 30, 26	+12.24K	0.24%
Rossby Financial, LCC	12.17K	Jun 30, 26	+12.17K	0.24%
Indivisible Partners	11.24K	Jun 30, 26	--	0.22%
Eagle Bluffs Wealth Management LLC	10.55K	Jun 30, 26	--	0.21%
ADVISOR GROUP HOLDINGS, INC.	5.11K	Jun 30, 26	+571	0.10%
Graney & King, LLC	3.74K	Jun 30, 26	-260	0.07%
Farther Finance Advisors, LLC	2.97K	Jun 30, 26	--	0.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.87K	Jun 30, 26	--	0.04%
SIMPLEX TRADING, LLC	1.59K	Jun 30, 26	+692	0.03%
CONSULTIVA WEALTH MANAGEMENT, CORP.	1.54K	Jun 30, 26	--	0.03%
IFP Advisors, Inc	1.00K	Jun 30, 26	--	0.02%
MOTCO	650	Jun 30, 26	--	0.01%
Integrated Wealth Concepts LLC	600	Jun 30, 26	+600	0.01%
Triumph Capital Management	393	Jun 30, 26	--	0.01%
MORGAN STANLEY	366	Jun 30, 26	-251	0.01%
US BANCORP \DE\	205	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	150	Jun 30, 26	--	0.00%
FMR LLC	104	Jun 30, 26	+104	0.00%
VANGUARD ADVISERS INC	14	Jun 30, 26	--	0.00%
TD PRIVATE CLIENT WEALTH LLC	1	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-1	--
Sigma Planning Corp	--	Jun 30, 26	-55.53K	--
Cambridge Investment Research Advisors, Inc.	--	Jun 30, 26	-15.78K	--
TSFG, LLC	--	Jun 30, 26	-4.00K	--
Signature Equity Partners, LLC	--	Jun 30, 26	-29	--
Allworth Financial LP	--	Jun 30, 26	-779	--
Concord Wealth Partners	178.68K	Mar 31, 26	+31.48K	3.49%
Heartwood Wealth Advisors LLC	176.27K	Mar 31, 26	+32.27K	3.45%
Sigma Planning Corp	55.53K	Mar 31, 26	+55.53K	1.09%
Capital Investment Advisory Services, LLC	31.63K	Mar 31, 26	--	0.62%
Ashton Thomas Private Wealth, LLC	18.90K	Mar 31, 26	+1.19K	0.37%
Cambridge Investment Research Advisors, Inc.	15.78K	Mar 31, 26	+4.95K	0.31%
Eagle Bluffs Wealth Management LLC	10.55K	Mar 31, 26	-1.57K	0.21%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.87K	Mar 31, 26	--	0.04%
CONSULTIVA WEALTH MANAGEMENT, CORP.	1.54K	Mar 31, 26	--	0.03%
SIMPLEX TRADING, LLC	903	Mar 31, 26	+903	0.02%
Allworth Financial LP	779	Mar 31, 26	+779	0.02%
MOTCO	650	Mar 31, 26	--	0.01%
US BANCORP \DE\	205	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	150	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	14	Mar 31, 26	+14	0.00%
WELLS FARGO & COMPANY/MN	1	Mar 31, 26	-1	0.00%
TD PRIVATE CLIENT WEALTH LLC	1	Mar 31, 26	+1	0.00%
RAYMOND JAMES FINANCIAL INC	--	Mar 31, 26	-19.17K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-21.71K	--
Sunbelt Securities, Inc.	--	Mar 31, 26	-187	--
Cetera Advisor Networks LLC	17.88K	Mar 31, 24	+3.88K	0.35%
Cardan Capital Partners, LLC	87.91K	Sep 30, 21	-4.93K	1.72%
Winslow, Evans & Crocker, Inc.	100	Dec 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.03K	Dec 31, 19	+14	0.02%
Advisor Group, Inc.	825	Dec 31, 19	+500	0.02%

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Holder

Date

Change

% Held

Heartwood Wealth Advisors LLC

185.23K

Jun 30, 26

+8.95K

3.62%

Concord Wealth Partners

174.64K

Jun 30, 26

-4.04K

3.42%

Concord Asset Management, LLC/VA

173.99K

Jun 30, 26

-3.65K

3.40%

IHT Wealth Management, LLC

155.94K

Jun 30, 26

+4.81K

3.05%

LPL Financial LLC

131.28K

Jun 30, 26

-314.39K

2.57%

COWA, LLC

68.85K

Jun 30, 26

-4.80K

1.35%

Tower Research Capital LLC (TRC)

56.69K

Jun 30, 26

+56.69K

1.11%

Cetera Investment Advisers

39.47K

Jun 30, 26

-2.88K

0.77%

Capital Investment Advisory Services, LLC

31.63K

Jun 30, 26

0.62%

Global Retirement Partners, LLC

28.51K

Jun 30, 26

+28.51K

0.56%

TWO SIGMA INVESTMENTS, LP

26.81K

Jun 30, 26

-21.90K

0.52%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

19.44K

Jun 30, 26

+647

0.38%

Ashton Thomas Private Wealth, LLC

18.90K

Jun 30, 26

0.37%

CITADEL ADVISORS LLC

18.80K

Jun 30, 26

+18.80K

0.37%

ROYAL BANK OF CANADA

17.34K

Jun 30, 26

+17.34K

0.34%

Wealthcare Advisory Partners LLC

12.24K

Jun 30, 26

+12.24K

0.24%

Rossby Financial, LCC

12.17K

Jun 30, 26

+12.17K

0.24%

Indivisible Partners

11.24K

Jun 30, 26

0.22%

Eagle Bluffs Wealth Management LLC

10.55K

Jun 30, 26

0.21%

ADVISOR GROUP HOLDINGS, INC.

5.11K

Jun 30, 26

+571

0.10%

Graney & King, LLC

3.74K

Jun 30, 26

-260

0.07%

Farther Finance Advisors, LLC

2.97K

Jun 30, 26

0.06%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.87K

Jun 30, 26

0.04%

SIMPLEX TRADING, LLC

1.59K

Jun 30, 26

+692

0.03%

CONSULTIVA WEALTH MANAGEMENT, CORP.

1.54K

Jun 30, 26

0.03%

IFP Advisors, Inc

1.00K

Jun 30, 26

0.02%

MOTCO

650

Jun 30, 26

0.01%

Integrated Wealth Concepts LLC

600

Jun 30, 26

+600

0.01%

Triumph Capital Management

393

Jun 30, 26

0.01%

MORGAN STANLEY

366

Jun 30, 26

-251

0.01%

US BANCORP \DE\

205

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

150

Jun 30, 26

0.00%

FMR LLC

104

Jun 30, 26

+104

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

-1

Sigma Planning Corp

Jun 30, 26

-55.53K

Cambridge Investment Research Advisors, Inc.

Jun 30, 26

-15.78K

TSFG, LLC

Jun 30, 26

-4.00K

Signature Equity Partners, LLC

Jun 30, 26

-29

Allworth Financial LP

Jun 30, 26

-779

Concord Wealth Partners

178.68K

Mar 31, 26

+31.48K

3.49%

Heartwood Wealth Advisors LLC

176.27K

Mar 31, 26

+32.27K

3.45%

Sigma Planning Corp

55.53K

Mar 31, 26

+55.53K

1.09%

Capital Investment Advisory Services, LLC

31.63K

Mar 31, 26

0.62%

Ashton Thomas Private Wealth, LLC

18.90K

Mar 31, 26

+1.19K

0.37%

Cambridge Investment Research Advisors, Inc.

15.78K

Mar 31, 26

+4.95K

0.31%

Eagle Bluffs Wealth Management LLC

10.55K

Mar 31, 26

-1.57K

0.21%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.87K

Mar 31, 26

0.04%

CONSULTIVA WEALTH MANAGEMENT, CORP.

1.54K

Mar 31, 26

0.03%

SIMPLEX TRADING, LLC

903

Mar 31, 26

+903

0.02%

Allworth Financial LP

779

Mar 31, 26

+779

0.02%

MOTCO

650

Mar 31, 26

0.01%

US BANCORP \DE\

205

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

150

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+14

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

-1

0.00%

TD PRIVATE CLIENT WEALTH LLC

Mar 31, 26

0.00%

RAYMOND JAMES FINANCIAL INC

Mar 31, 26

-19.17K

Tower Research Capital LLC (TRC)

Mar 31, 26

-21.71K

Sunbelt Securities, Inc.

Mar 31, 26

-187

Cetera Advisor Networks LLC

17.88K

Mar 31, 24

+3.88K

0.35%

Cardan Capital Partners, LLC

87.91K

Sep 30, 21

-4.93K

1.72%

Winslow, Evans & Crocker, Inc.

100

Dec 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.03K

Dec 31, 19

+14

0.02%

Advisor Group, Inc.

825

Dec 31, 19

+500

0.02%