Who Owns INVESCO EXCH TRADED FD TR II (XSHD)? -- Institutional Holders (2026-06-30)

41 institutions reported holding $17.5M of INVESCO EXCH TRADED FD TR II (XSHD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Heartwood Wealth Advisors LLC ($2.6M), Concord Wealth Partners ($2.5M), Concord Asset Management, LLC/VA ($2.5M), IHT Wealth Management, LLC ($2.2M), LPL Financial LLC ($1.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Heartwood Wealth Advisors LLC	$2.6M	185,226	Added
2	Concord Wealth Partners	$2.5M	174,640	Trimmed
3	Concord Asset Management, LLC/VA	$2.5M	173,987	Trimmed
4	IHT Wealth Management, LLC	$2.2M	155,940	Added
5	LPL Financial LLC	$1.9M	131,279	Trimmed
6	COWA, LLC	$972,134	68,848	Trimmed
7	Tower Research Capital LLC (TRC)	$800,491	56,692	New
8	Cetera Investment Advisers	$557,357	39,473	Trimmed
9	Capital Investment Advisory Services, LLC	$446,545	31,625	Hold
10	Global Retirement Partners, LLC	$402,598	28,513	New
11	TWO SIGMA INVESTMENTS, LP	$378,557	26,810	Trimmed
12	Financial Solutions Advisory Group, Inc.	$367,572	26,199	Added
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$274,549	19,444	Added
14	Ashton Thomas Private Wealth, LLC	$266,840	18,898	Hold
15	CITADEL ADVISORS LLC	$265,385	18,795	New
16	Royal Bank of Canada	$245,000	17,343	New
17	Wealthcare Advisory Partners LLC	$172,772	12,236	New
18	Rossby Financial, LCC	$171,855	12,171	New
19	Indivisible Partners	$158,681	11,238	Hold
20	Eagle Bluffs Wealth Management LLC	$148,952	10,549	Hold
21	OSAIC HOLDINGS, INC.	$72,097	5,106	Added
22	Graney & King, LLC	$52,850	3,743	Trimmed
23	Farther Finance Advisors, LLC	$41,928	2,969	Hold
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$26,597	1,873	Hold
25	SIMPLEX TRADING, LLC	$22,521	1,595	Added

Source: SEC Form 13F filings · as of 2026-06-30