Invesco S&P SmallCap Quality ETF(XSHQ)

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Invesco S&P SmallCap Quality ETF(XSHQ)

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$47.98—

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XSHQ(XSHQ)

XSHQ

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 92 Institutional Holders

Holder	Shares	Date	Change	% Held
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	--	Jun 30, 26	-21.16K	--
Westmount Partners, LLC	--	Jun 30, 26	-40.00K	--
LPL Financial LLC	742.88K	Mar 31, 26	-72.65K	13.97%
Larson Financial Group LLC	588.61K	Mar 31, 26	+24.72K	11.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	424.87K	Mar 31, 26	-59.01K	7.99%
Independent Advisor Alliance	233.73K	Mar 31, 26	+233.73K	4.40%
HighPoint Advisor Group LLC	170.20K	Mar 31, 26	-114.66K	3.20%
BEACON FINANCIAL PLANNING, INC	132.00K	Mar 31, 26	+36.06K	2.48%
Private Advisory Group LLC	131.41K	Mar 31, 26	+3.70K	2.47%
GOLDMAN SACHS GROUP INC	100.47K	Mar 31, 26	+22.34K	1.89%
Mariner, LLC	96.20K	Mar 31, 26	+96.20K	1.81%
RAYMOND JAMES FINANCIAL INC	89.27K	Mar 31, 26	+10.05K	1.68%
DHJJ Financial Advisors, Ltd.	82.91K	Mar 31, 26	+3.98K	1.56%
Intrua Financial, LLC	81.71K	Mar 31, 26	-284	1.54%
BANK OF AMERICA CORP /DE/	77.82K	Mar 31, 26	+2.70K	1.46%
MORGAN STANLEY	73.36K	Mar 31, 26	-11.17K	1.38%
Equitable Holdings, Inc.	52.37K	Mar 31, 26	+263	0.98%
Cetera Investment Advisers	46.27K	Mar 31, 26	+3.65K	0.87%
JONES FINANCIAL COMPANIES LLLP	43.42K	Mar 31, 26	+8.77K	0.82%
ROYAL BANK OF CANADA	27.19K	Mar 31, 26	-34.98K	0.51%
NewEdge Advisors, LLC	22.63K	Mar 31, 26	+1.38K	0.43%
HighTower Advisors, LLC	22.42K	Mar 31, 26	-847	0.42%
ADVISOR GROUP HOLDINGS, INC.	21.58K	Mar 31, 26	-30.18K	0.41%
Golden State Wealth Management, LLC	21.34K	Mar 31, 26	+251	0.40%
Madison Asset Management, LLC	21.32K	Mar 31, 26	-15.02K	0.40%
ENVESTNET ASSET MANAGEMENT INC	19.72K	Mar 31, 26	+6.37K	0.37%
Family Management Corp	17.64K	Mar 31, 26	-6.95K	0.33%
TAGStone Capital, Inc.	17.50K	Mar 31, 26	+1.19K	0.33%
Cambridge Investment Research Advisors, Inc.	17.42K	Mar 31, 26	-5.52K	0.33%
ROMAN BUTLER FULLERTON & CO	15.56K	Mar 31, 26	+48	0.29%
TWIN PEAKS WEALTH ADVISORS, LLC	12.70K	Mar 31, 26	-54	0.24%
Summit Financial, LLC	11.43K	Mar 31, 26	+1.58K	0.21%
CITADEL ADVISORS LLC	10.16K	Mar 31, 26	+10.16K	0.19%
Sigma Planning Corp	9.56K	Mar 31, 26	-1.84K	0.18%
Onyx Bridge Wealth Group LLC	9.19K	Mar 31, 26	-297	0.17%
Foundry Financial Group, Inc.	7.51K	Mar 31, 26	-70.08K	0.14%
TRUIST FINANCIAL CORP	7.44K	Mar 31, 26	+7.44K	0.14%
Essex Financial Services, Inc.	6.70K	Mar 31, 26	+395	0.13%
Fox Financial, Inc	6.53K	Mar 31, 26	-1	0.12%
Kingsview Wealth Management, LLC	6.50K	Mar 31, 26	+300	0.12%
Nikulski Financial, Inc.	6.28K	Mar 31, 26	-750	0.12%
D.A. DAVIDSON & CO.	6.01K	Mar 31, 26	+6.01K	0.11%
JANE STREET GROUP, LLC	6.00K	Mar 31, 26	+6.00K	0.11%
Northwest Financial Advisors	5.98K	Mar 31, 26	+5	0.11%
AMERIPRISE FINANCIAL INC	5.91K	Mar 31, 26	--	0.11%
Snowden Capital Advisors LLC	5.58K	Mar 31, 26	-293	0.10%
Mascagni Wealth Management, Inc.	5.58K	Mar 31, 26	+11	0.10%
CONNORS INVESTOR SERVICES INC	5.50K	Mar 31, 26	-85	0.10%
Rossby Financial, LCC	4.94K	Mar 31, 26	+4.94K	0.09%
MCF Advisors LLC	3.85K	Mar 31, 26	+3.85K	0.07%
CULLEN/FROST BANKERS, INC.	2.20K	Mar 31, 26	--	0.04%
Capital Investment Advisory Services, LLC	2.15K	Mar 31, 26	-200	0.04%
Geneos Wealth Management Inc.	800	Mar 31, 26	--	0.02%
Capital Analysts, LLC	728	Mar 31, 26	+1	0.01%
TD Capital Management LLC	675	Mar 31, 26	--	0.01%
EverSource Wealth Advisors, LLC	549	Mar 31, 26	-977	0.01%
N.E.W. Advisory Services LLC	300	Mar 31, 26	+300	0.01%
Steward Partners Investment Advisory, LLC	300	Mar 31, 26	+300	0.01%
FMR LLC	261	Mar 31, 26	-71	0.00%
JPMORGAN CHASE & CO	247	Mar 31, 26	+1	0.00%
Aptus Capital Advisors, LLC	203	Mar 31, 26	+1	0.00%
WELLS FARGO & COMPANY/MN	181	Mar 31, 26	+180	0.00%
Allworth Financial LP	100	Mar 31, 26	+100	0.00%
Rockefeller Capital Management L.P.	65	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	51	Mar 31, 26	--	0.00%
CWM, LLC	24	Mar 31, 26	--	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.32K	--
HARBOUR INVESTMENTS, INC.	--	Mar 31, 26	-887	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-19.05K	--
Sanctuary Advisors, LLC	--	Mar 31, 26	-8.96K	--
Centennial Bank/AR/	--	Mar 31, 26	-1.23K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-851	--
UBS Group AG	--	Mar 31, 26	-383	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-11.09K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-7.94K	--
Schwab Charitable Fund	--	Mar 31, 26	-4.99K	--
Narus Financial Partners, LLC	--	Mar 31, 26	-5.38K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-238	--
Global Retirement Partners, LLC	500	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.31K	--
Financial Advocates Investment Management	--	Sep 30, 25	-9.03K	--
Good Life Advisors, LLC	9.93K	Jun 30, 25	-21.66K	0.19%
AVANTAX ADVISORY SERVICES, INC.	6.16K	Jun 30, 25	-136	0.12%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-27.92K	--
Madison Investment Advisors, LLC	234.56K	Dec 31, 24	+234.56K	4.41%
Raymond James Financial Services Advisors, Inc.	47.25K	Sep 30, 24	+3.23K	0.89%
RAYMOND JAMES & ASSOCIATES	15.20K	Sep 30, 24	+202	0.29%
Cetera Advisors LLC	15.43K	Mar 31, 24	+15.43K	0.29%
Cetera Advisor Networks LLC	8.17K	Mar 31, 24	+8.17K	0.15%
American Portfolios Advisors	1.00K	Sep 30, 22	--	0.02%
Cardan Capital Partners, LLC	15.54K	Sep 30, 21	-58.71K	0.29%
LADENBURG THALMANN FINANCIAL SERVICES INC.	130	Dec 31, 19	+80	0.00%

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Holder

Date

Change

% Held

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Jun 30, 26

-21.16K

Westmount Partners, LLC

Jun 30, 26

-40.00K

LPL Financial LLC

742.88K

Mar 31, 26

-72.65K

13.97%

Larson Financial Group LLC

588.61K

Mar 31, 26

+24.72K

11.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

424.87K

Mar 31, 26

-59.01K

7.99%

Independent Advisor Alliance

233.73K

Mar 31, 26

+233.73K

4.40%

HighPoint Advisor Group LLC

170.20K

Mar 31, 26

-114.66K

3.20%

BEACON FINANCIAL PLANNING, INC

132.00K

Mar 31, 26

+36.06K

2.48%

Private Advisory Group LLC

131.41K

Mar 31, 26

+3.70K

2.47%

GOLDMAN SACHS GROUP INC

100.47K

Mar 31, 26

+22.34K

1.89%

Mariner, LLC

96.20K

Mar 31, 26

+96.20K

1.81%

RAYMOND JAMES FINANCIAL INC

89.27K

Mar 31, 26

+10.05K

1.68%

DHJJ Financial Advisors, Ltd.

82.91K

Mar 31, 26

+3.98K

1.56%

Intrua Financial, LLC

81.71K

Mar 31, 26

-284

1.54%

BANK OF AMERICA CORP /DE/

77.82K

Mar 31, 26

+2.70K

1.46%

MORGAN STANLEY

73.36K

Mar 31, 26

-11.17K

1.38%

Equitable Holdings, Inc.

52.37K

Mar 31, 26

+263

0.98%

Cetera Investment Advisers

46.27K

Mar 31, 26

+3.65K

0.87%

JONES FINANCIAL COMPANIES LLLP

43.42K

Mar 31, 26

+8.77K

0.82%

ROYAL BANK OF CANADA

27.19K

Mar 31, 26

-34.98K

0.51%

NewEdge Advisors, LLC

22.63K

Mar 31, 26

+1.38K

0.43%

HighTower Advisors, LLC

22.42K

Mar 31, 26

-847

0.42%

ADVISOR GROUP HOLDINGS, INC.

21.58K

Mar 31, 26

-30.18K

0.41%

Golden State Wealth Management, LLC

21.34K

Mar 31, 26

+251

0.40%

Madison Asset Management, LLC

21.32K

Mar 31, 26

-15.02K

0.40%

ENVESTNET ASSET MANAGEMENT INC

19.72K

Mar 31, 26

+6.37K

0.37%

Family Management Corp

17.64K

Mar 31, 26

-6.95K

0.33%

TAGStone Capital, Inc.

17.50K

Mar 31, 26

+1.19K

0.33%

Cambridge Investment Research Advisors, Inc.

17.42K

Mar 31, 26

-5.52K

0.33%

ROMAN BUTLER FULLERTON & CO

15.56K

Mar 31, 26

+48

0.29%

TWIN PEAKS WEALTH ADVISORS, LLC

12.70K

Mar 31, 26

-54

0.24%

Summit Financial, LLC

11.43K

Mar 31, 26

+1.58K

0.21%

CITADEL ADVISORS LLC

10.16K

Mar 31, 26

+10.16K

0.19%

Sigma Planning Corp

9.56K

Mar 31, 26

-1.84K

0.18%

Onyx Bridge Wealth Group LLC

9.19K

Mar 31, 26

-297

0.17%

Foundry Financial Group, Inc.

7.51K

Mar 31, 26

-70.08K

0.14%

TRUIST FINANCIAL CORP

7.44K

Mar 31, 26

+7.44K

0.14%

Essex Financial Services, Inc.

6.70K

Mar 31, 26

+395

0.13%

Fox Financial, Inc

6.53K

Mar 31, 26

-1

0.12%

Kingsview Wealth Management, LLC

6.50K

Mar 31, 26

+300

0.12%

Nikulski Financial, Inc.

6.28K

Mar 31, 26

-750

0.12%

D.A. DAVIDSON & CO.

6.01K

Mar 31, 26

+6.01K

0.11%

JANE STREET GROUP, LLC

6.00K

Mar 31, 26

+6.00K

0.11%

Northwest Financial Advisors

5.98K

Mar 31, 26

0.11%

AMERIPRISE FINANCIAL INC

5.91K

Mar 31, 26

0.11%

Snowden Capital Advisors LLC

5.58K

Mar 31, 26

-293

0.10%

Mascagni Wealth Management, Inc.

5.58K

Mar 31, 26

+11

0.10%

CONNORS INVESTOR SERVICES INC

5.50K

Mar 31, 26

-85

0.10%

Rossby Financial, LCC

4.94K

Mar 31, 26

+4.94K

0.09%

MCF Advisors LLC

3.85K

Mar 31, 26

+3.85K

0.07%

CULLEN/FROST BANKERS, INC.

2.20K

Mar 31, 26

0.04%

Capital Investment Advisory Services, LLC

2.15K

Mar 31, 26

-200

0.04%

Geneos Wealth Management Inc.

800

Mar 31, 26

0.02%

Capital Analysts, LLC

728

Mar 31, 26

0.01%

TD Capital Management LLC

675

Mar 31, 26

0.01%

EverSource Wealth Advisors, LLC

549

Mar 31, 26

-977

0.01%

N.E.W. Advisory Services LLC

300

Mar 31, 26

+300

0.01%

Steward Partners Investment Advisory, LLC

300

Mar 31, 26

+300

0.01%

FMR LLC

261

Mar 31, 26

-71

0.00%

JPMORGAN CHASE & CO

247

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

203

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

181

Mar 31, 26

+180

0.00%

Allworth Financial LP

100

Mar 31, 26

+100

0.00%

Rockefeller Capital Management L.P.

Mar 31, 26

0.00%

CENTRAL TRUST Co

Mar 31, 26

0.00%

CWM, LLC

Mar 31, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.32K

HARBOUR INVESTMENTS, INC.

Mar 31, 26

-887

FLOW TRADERS U.S. LLC

Mar 31, 26

-19.05K

Sanctuary Advisors, LLC

Mar 31, 26

-8.96K

Centennial Bank/AR/

Mar 31, 26

-1.23K

Kestra Advisory Services, LLC

Mar 31, 26

-851

UBS Group AG

Mar 31, 26

-383

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-11.09K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-7.94K

Schwab Charitable Fund

Mar 31, 26

-4.99K

Narus Financial Partners, LLC

Mar 31, 26

-5.38K

Wealth Watch Advisors, INC

Mar 31, 26

-238

Global Retirement Partners, LLC

500

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.31K

Financial Advocates Investment Management

Sep 30, 25

-9.03K

Good Life Advisors, LLC

9.93K

Jun 30, 25

-21.66K

0.19%

AVANTAX ADVISORY SERVICES, INC.

6.16K

Jun 30, 25

-136

0.12%

Atria Wealth Solutions, Inc.

Jun 30, 25

-27.92K

Madison Investment Advisors, LLC

234.56K

Dec 31, 24

+234.56K

4.41%

Raymond James Financial Services Advisors, Inc.

47.25K

Sep 30, 24

+3.23K

0.89%

RAYMOND JAMES & ASSOCIATES

15.20K

Sep 30, 24

+202

0.29%

Cetera Advisors LLC

15.43K

Mar 31, 24

+15.43K

0.29%

Cetera Advisor Networks LLC

8.17K

Mar 31, 24

+8.17K

0.15%

American Portfolios Advisors

1.00K

Sep 30, 22

0.02%

Cardan Capital Partners, LLC

15.54K

Sep 30, 21

-58.71K

0.29%

LADENBURG THALMANN FINANCIAL SERVICES INC.

130

Dec 31, 19

+80

0.00%