INVESCO S&P SMALLCAP QUALITY XSHQ
$47.84
-0.8% 52w: $39.09 – $48.35
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data39.0943.7248.35
Jun 20, 2025 Jul 2, 2026
Institutional holders
75
-1 QoQ
13F value
$167.8M
+3.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns XSHQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 742.9K | $31.3M | 0.0% | -8.9% |
| Larson Financial Group LLC | Wealth advisor | 588.6K | $24.8M | 0.8% | +4.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 424.9K | $17.9M | 0.0% | -12.2% |
| Independent Advisor Alliance | Wealth advisor | 233.7K | $9.9M | 0.1% | New |
| Breakwater Capital Group | Wealth advisor | 177.1K | $7.5M | 1.0% | -13.3% |
| HighPoint Advisor Group LLC | Wealth advisor | 170.2K | $7.2M | 0.3% | -40.3% |
| BEACON FINANCIAL PLANNING, INC | Wealth advisor | 132.0K | $5.6M | 2.2% | +37.6% |
| Private Advisory Group LLC | Other | 131.4K | $5.5M | 0.4% | +2.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 100.5K | $4.2M | 0.0% | +28.6% |
| Mariner, LLC | Diversified mechanical | 96.2K | $4.1M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 89.3K | $3.8M | 0.0% | +12.7% |
| PlanVest Financial, Inc | Wealth advisor | 83.7K | $3.5M | 2.7% | — |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 82.9K | $3.5M | 1.2% | +5.0% |
| Intrua Financial, LLC | Wealth advisor | 81.7K | $3.4M | 0.4% | -0.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 77.8K | $3.3M | 0.0% | +3.6% |
| MORGAN STANLEY | Bank broker | 73.4K | $3.1M | 0.0% | -13.2% |
| Equitable Holdings, Inc. | Wealth advisor | 52.4K | $2.2M | 0.0% | +0.5% |
| Westmount Partners, LLC | Other | 40.0K | $2.2M | 0.5% | New |
| Fifth Third Securities, Inc. | Wealth advisor | 48.3K | $2.0M | 0.1% | +8.4% |
| Cetera Investment Advisers | Wealth advisor | 46.3K | $2.0M | 0.0% | +8.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 43.4K | $1.8M | 0.0% | +25.3% |
| ROYAL BANK OF CANADA | Bank broker | 27.2K | $1.1M | 0.0% | -56.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 22.6K | $954K | 0.0% | +6.5% |
| HighTower Advisors, LLC | Diversified mechanical | 22.4K | $945K | 0.0% | -3.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 21.6K | $910K | 0.0% | -58.3% |
| Golden State Wealth Management, LLC | Wealth advisor | 21.3K | $900K | 0.1% | +1.2% |
| Madison Asset Management, LLC | Other | 21.3K | $899K | 0.0% | -41.3% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 21.2K | $892K | 0.0% | +11.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 19.7K | $831K | 0.0% | +47.7% |
| Family Manage LLC | Wealth advisor | 17.6K | $744K | 0.1% | -28.3% |
| TAGStone Capital, Inc. | Wealth advisor | 17.5K | $738K | 0.3% | +7.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 17.4K | $735K | 0.0% | -24.1% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 17.0K | $718K | 0.0% | +0.3% |
| Fortune Financial Group, Inc. | Wealth advisor | 16.7K | $704K | 0.6% | +16.0% |
| ROMAN BUTLER FULLERTON & CO | Other | 15.6K | $681K | 0.2% | +0.3% |
| TWIN PEAKS WEALTH ADVISORS, LLC | Wealth advisor | 12.7K | $536K | 0.1% | -0.4% |
| Summit Financial, LLC | Wealth advisor | 11.4K | $482K | 0.0% | +16.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 10.2K | $428K | 0.0% | New |
| Sigma Planning Corp | Wealth advisor | 9.6K | $403K | 0.0% | -16.2% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 9.2K | $388K | 0.0% | -3.1% |
| Foundry Financial Group, Inc. | Wealth advisor | 7.5K | $316K | 0.2% | -90.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 7.4K | $314K | 0.0% | New |
| Essex Financial Services, Inc. | Wealth advisor | 6.7K | $282K | 0.0% | +6.3% |
| Fox Financial, Inc | Wealth advisor | 6.5K | $275K | 0.2% | 0.0% |
| Kingsview Wealth Management, LLC | Wealth advisor | 6.5K | $274K | 0.0% | +4.8% |
| Nikulski Financial, Inc. | Other | 6.3K | $265K | 0.1% | -10.7% |
| Brookstone Capital Management | Wealth advisor | 6.0K | $254K | 0.0% | +3.4% |
| D.A. DAVIDSON & CO. | Wealth advisor | 6.0K | $253K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 6.0K | $253K | 0.0% | New |
| Northwest Financial Advisors | Wealth advisor | 6.0K | $252K | 0.5% | +0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.