Institutional Ownership Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 6.76 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,900
shares
|
$158,862
0.01% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,436
shares
|
$133,444
0.0% of portfolio
|
Q3 2025
Added 76.01%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,000
shares
|
$109,560
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,797
shares
|
$98,439
0.01% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,500
shares
|
$82,170
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,402
shares
|
$76,801
0.04% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,211
shares
|
$66,338
0.01% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,207
shares
|
$66,119
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,141
shares
|
$62,503
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
961
shares
|
$52,643
0.05% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
934
shares
|
$51,164
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
921
shares
|
$50,452
0.0% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
725
shares
|
$39,715
0.0% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
724
shares
|
$39,660
0.0% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
675
shares
|
$36,976
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
675
shares
|
$36,976
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
650
shares
|
$35,607
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
575
shares
|
$31,498
0.0% of portfolio
|
Q3 2025
Added 59.72%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
549
shares
|
$30,074
0.0% of portfolio
|
Q3 2025
Reduced 48.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
504
shares
|
$27,609
0.0% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
355
shares
|
$19,446
0.0% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
333
shares
|
$18,241
0.0% of portfolio
|
Q3 2025
Reduced 78.01%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
328
shares
|
$17,967
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
290
shares
|
$15,886
0.0% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
166
shares
|
$9,093
0.0% of portfolio
|
Q1 2025
Reduced 87.86%
|
|