Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q4 2024 (December 31)404holders +59
49new positions
26sold out
5famous investors
$98.56avg. 13F price*
At the end of Q4 2024, 404 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 59 from Q3 2024. 49 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($526.0M), Morgan Stanley ($214.7M) and Northwestern Mutual Wealth Management Co. ($198.3M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P Midcap Qual ETF
- CUSIP
- 46137V472
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $87.9M |
| Exits | 26 | $15.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,914,768 shares bought and 1,033,591 shares sold, net +3,881,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| LPL Financial LLC | 0.21% | Add +7.7% | 5,341,244 | $526.0M |
| Morgan Stanley | 0.02% | Add +12.2% | 2,180,146 | $214.7M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Add +8.7% | 2,014,166 | $198.3M |
| Ameriprise Financial Inc. | 0.05% | Add +3.2% | 1,893,415 | $186.3M |
| Stifel Financial Corp. | 0.18% | Add +7.8% | 1,798,266 | $177.1M |
| Commonwealth Equity Services, LLC | 0.17% | Add +6.9% | 1,194,776 | $117.7M |
| Benjamin Edwards Inc. | 1.67% | Add +5.5% | 1,184,911 | $116.7M |
| Thrivent Financial for Lutherans | 0.21% | Add +11.9% | 1,061,614 | $107.6M |
| Annex Advisory Services, LLC | 3.12% | Add +15.9% | 1,052,604 | $103.6M |
| Raymond James Financial Inc. | 0.03% | — | 940,775 | $92.6M |
| Edmond DE Rothschild Holding S.A. | 1.49% | Add +0.2% | 884,648 | $87.1M |
| Osaic Holdings, Inc. | 0.19% | Add +34.5% | 840,779 | $82.8M |
| HighTower Advisors, LLC | 0.11% | Add +5.1% | 790,463 | $77.8M |
| Smith Anglin Financial, LLC | 7.28% | Add +4.7% | 788,382 | $77.6M |
| Syntegra Private Wealth Group, LLC | 7.90% | Add +1.9% | 710,633 | $70.0M |
| MML Investors Services, LLC | 0.21% | Reduce -0.7% | 611,071 | $60.2M |
| Cetera Investment Advisers | 0.12% | Add +9.5% | 594,091 | $58.5M |
| Bank of America Corp. | 0.01% | Add +14.8% | 567,094 | $55.8M |
| Confluence Investment Management LLC | 0.74% | Add +4.8% | 543,291 | $53.5M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +9.0% | 523,050 | $51.5M |
| Trilogy Capital Inc. | 2.62% | Reduce -0.9% | 517,324 | $50.9M |
| Eastern Bank | 0.95% | Add +1.0% | 516,890 | $50.9M |
| Focus Partners Wealth | 0.11% | Add +21.1% | 432,118 | $42.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.1% | 432,085 | $42.5M |
| Bogart Wealth, LLC | 1.87% | Add +0.9% | 400,283 | $39.4M |
| Jones Financial Companies LLLP | 0.04% | Add +80.3% | 386,643 | $38.1M |
| Capital Planning Advisors, LLC | 5.27% | Add +13.4% | 346,527 | $34.1M |
| Avantax Advisory Services, Inc. | 0.19% | Add +7.7% | 307,053 | $30.2M |
| UBS Group AG | 0.01% | Add +21.8% | 283,148 | $27.9M |
| Focus Financial Network, Inc. | 1.10% | Add +5.6% | 281,815 | $27.8M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 280,904 | $27.7M |
| Private Advisor Group, LLC | 0.15% | Add +8.1% | 273,327 | $26.9M |
| Wells Fargo & Company | 0.01% | Add +54.0% | 260,212 | $25.6M |
| Independent Advisor Alliance | 0.31% | Add +1709.1% | 235,333 | $23.2M |
| Financial Partners Group, Inc | 3.33% | Add +11.3% | 231,533 | $22.8M |
| Equitable Holdings, Inc. | 0.22% | Add +1.3% | 231,187 | $22.8M |
| Pacific Center for Financial Services | 5.80% | Add +3.2% | 229,031 | $22.6M |
| Family Investment Center, Inc. | 5.49% | Reduce -4.9% | 219,812 | $21.6M |
| Kestra Private Wealth Services, LLC | 0.35% | Add +60.6% | 210,964 | $20.8M |
| TruWealth Advisors, LLC | 1.19% | Add +193.7% | 199,714 | $19.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +39.6% | 190,254 | $18.7M |
| KPP Advisory Services LLC | 4.22% | Add +10.9% | 181,912 | $17.9M |
| Hengehold Capital Management LLC | 1.62% | Add +0.0% | 174,559 | $17.2M |
| WFA Asset Management Corp | 9.20% | Add +1.0% | 172,875 | $17.0M |
| Bensler, LLC | 1.97% | Add +8.5% | 168,696 | $16.6M |
| Milestone Investment Advisors LLC | 4.44% | Add +2.3% | 165,983 | $16.3M |
| Good Life Advisors, LLC | 1.14% | Reduce -54.9% | 158,999 | $15.7M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +20.4% | 158,876 | $15.6M |
| Adamsbrown Wealth Consultants LLC | 5.27% | Add +5.6% | 157,175 | $15.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.61% | Add +37.6% | 143,401 | $14.1M |
| NewEdge Advisors, LLC | 0.08% | Add +38.2% | 136,848 | $13.5M |
| Clark Wealth Partners | 10.20% | — | 133,464 | $13.1M |
| Spectrum Wealth Advisory Group, LLC | 5.74% | Add +20.3% | 123,645 | $12.2M |
| Sowell Financial Services LLC | 0.64% | Reduce -1.1% | 123,254 | $12.1M |
| Masso Torrence Wealth Management Inc. | 6.34% | Add +3.1% | 122,445 | $12.1M |
| Wealthspire Retirement, LLC | 0.91% | Reduce -0.6% | 117,290 | $11.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +8.4% | 115,745 | $11.4M |
| Schwallier Wealth Management LLC | 8.66% | Add +2.9% | 115,593 | $11.4M |
| GeoWealth Management, LLC | 0.37% | Reduce -19.4% | 113,379 | $11.2M |
| UMB Bank, n.a. | 0.18% | New | 112,925 | $11.1M |
| Fifth Third Securities, Inc. | 0.90% | Add +29.9% | 107,295 | $10.6M |
| Enzi Wealth | 3.92% | Add +4.1% | 99,180 | $10.3M |
| Fermata Advisors, LLC | 1.87% | Add +6.5% | 101,505 | $10.0M |
| Smith, Moore & Co. | 0.90% | Add +3.8% | 99,844 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +6.7% | 99,712 | $9.8M |
| Sax Wealth Advisors, LLC | 0.76% | Reduce -0.8% | 98,615 | $9.7M |
| Mgo One Seven LLC | 0.37% | Reduce -2.4% | 97,825 | $9.6M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +31.3% | 97,196 | $9.6M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +31.3% | 97,196 | $9.6M |
| Hunter Associates Investment Management LLC | 1.43% | Add +20.2% | 95,293 | $9.4M |
| WCG Wealth Advisors LLC | 0.62% | Add +34.0% | 94,838 | $9.3M |
| Aveo Capital Partners, LLC | 1.00% | Add +2.0% | 93,003 | $9.2M |
| Thoroughbred Financial Services, LLC | 0.56% | Add +15.0% | 92,567 | $9.1M |
| Landmark Wealth Management, Inc. | 4.41% | Reduce -6.5% | 91,878 | $9.0M |
| Secure Asset Management, LLC | 1.36% | Add +11.0% | 91,092 | $9.0M |
| Journey Advisory Group, LLC | 1.06% | No change | 90,738 | $8.8M |
| NewEdge Wealth, LLC | 0.15% | Add +1344.8% | 89,406 | $8.8M |
| Level Four Advisory Services, LLC | 0.36% | Add +6.7% | 88,557 | $8.7M |
| Merit Financial Group, LLC | 0.15% | Add +130.2% | 86,602 | $8.5M |
| Aspen Wealth Strategies, LLC | 5.43% | Add +7.0% | 86,144 | $8.5M |
| Sierra Ocean, LLC | 6.90% | — | 85,796 | $8.4M |
| Pasadena Private Wealth, LLC | 1.65% | New | 81,301 | $8.0M |
| Concourse Financial Group Securities, Inc. | 0.45% | Add +20.6% | 77,022 | $8.0M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +64.3% | 78,928 | $7.8M |
| Lighthouse Wealth Management Inc. | 6.97% | — | 77,269 | $7.6M |
| NBZ Investment Advisors LLC | 4.21% | — | 76,374 | $7.5M |
| Boulder Wealth Advisors, LLC | 3.85% | Add +1.3% | 75,873 | $7.5M |
| Cornerstone Wealth Management, LLC | 0.50% | Add +6.5% | 75,651 | $7.4M |
| Dahring | Cusmano LLC | 6.69% | — | 74,960 | $7.4M |
| TD Waterhouse Canada Inc. | 0.06% | New | 74,557 | $7.3M |
| Principle Wealth Partners LLC | 0.51% | Reduce -0.1% | 74,236 | $7.3M |
| IHT Wealth Management, LLC | 0.23% | Reduce -4.9% | 73,673 | $7.3M |
| Corecam Pte. Ltd. | 3.91% | New | 73,150 | $7.2M |
| Prevail Innovative Wealth Advisors, LLC | 2.01% | Add +71.2% | 70,557 | $6.9M |
| Sandy Spring Bank | 0.28% | New | 70,271 | $6.9M |
| Tableaux LLC | 5.57% | — | 68,403 | $6.7M |
| Modern Wealth Management, LLC | 0.25% | New | 68,314 | $6.7M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +22.2% | 67,463 | $6.6M |
| Mfa Wealth Advisors, LLC | 1.66% | Add +5.6% | 65,703 | $6.5M |
| USAdvisors Wealth Management, LLC | 2.10% | Add +0.1% | 65,564 | $6.5M |
| Integras Partners LLC | 5.75% | — | 65,492 | $6.4M |
| Alaska Wealth Advisors, LLC | 1.00% | Reduce -43.7% | 65,467 | $6.4M |
| Sovran Advisors, LLC | 0.91% | — | 64,336 | $6.4M |
| Redhawk Wealth Advisors, Inc. | 0.85% | Add +3.2% | 63,917 | $6.3M |
| Visionary Wealth Advisors | 0.37% | Add +3.6% | 63,564 | $6.3M |
| Cypress Capital Group | 0.74% | Reduce -23.8% | 61,678 | $6.1M |
| Principal Securities, Inc. | 0.14% | Add +2.7% | 61,005 | $6.0M |
| DHJJ Financial Advisors, Ltd. | 2.33% | Add +10.3% | 60,622 | $6.0M |
| LYNX Capital Group Ltd. | 3.33% | New | 61,775 | $5.8M |
| Liberty One Investment Management, LLC | 0.63% | Reduce -3.6% | 58,688 | $5.8M |
| CENTRAL TRUST Co | 0.14% | Add +9.3% | 56,182 | $5.5M |
| Burns Matteson Capital Management, LLC | 3.10% | Reduce -4.3% | 56,162 | $5.5M |
| Kovack Advisors, Inc. | 0.54% | Add +3.2% | 56,153 | $5.5M |
| WealthCare Investment Partners, LLC | 2.41% | Add +9.4% | 56,023 | $5.5M |
| Advisory Services Network, LLC | 0.10% | Add +23.7% | 55,607 | $5.5M |
| Mason & Associates Inc | 1.26% | Add +16.3% | 54,206 | $5.3M |
| Concord Wealth Partners | 0.87% | Reduce -10.3% | 54,188 | $5.3M |
| Meridian Wealth Management, LLC | 0.25% | Reduce -1.7% | 53,678 | $5.3M |
| TrueWealth Advisors, LLC | 1.76% | Add +14.5% | 53,415 | $5.3M |
| Altus Wealth Group LLC | 2.32% | Add +5.6% | 53,172 | $5.2M |
| World Investment Advisors | 0.14% | Add +5.4% | 52,682 | $5.2M |
| Mariner, LLC | 0.01% | Add +20.8% | 52,578 | $5.2M |
| Sigma Planning Corp | 0.16% | Add +3.6% | 51,764 | $5.1M |
| Concord Asset Management, LLC | 1.12% | Reduce -11.0% | 51,704 | $5.1M |
| Perennial Investment Advisors, LLC | 0.59% | Add +29.3% | 50,988 | $5.0M |
| Aspire Capital Advisors LLC | 1.43% | Add +5.0% | 50,917 | $5.0M |
| PCG Wealth Advisors, LLC | 1.85% | Add +8.1% | 50,877 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | New | 50,745 | $5.0M |
| Madrona Financial Services, LLC | 1.34% | Add +1564.6% | 49,872 | $4.9M |
| Bank of Montreal | 0.00% | Add +3.7% | 49,172 | $4.8M |
| Atlantic Edge Private Wealth Management, LLC | 1.49% | Add +7663.5% | 48,910 | $4.8M |
| Mascagni Wealth Management, Inc. | 4.76% | — | 52,305 | $4.8M |
| Harbour Investments, Inc. | 0.14% | Add +8.2% | 48,615 | $4.8M |
| Forge Financial Services LLC | 3.93% | — | 46,145 | $4.7M |
| Snider Financial Group | 1.42% | Add +15.1% | 46,627 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +25.2% | 46,592 | $4.6M |
| PSI Advisors, LLC | 1.33% | Add +0.9% | 45,654 | $4.5M |
| Gotham Asset Management | 0.04% | Add +30.9% | 44,824 | $4.4M |
| Trivium Point Advisory, LLC | 0.56% | Add +5.4% | 44,798 | $4.4M |
| Precedent Wealth Partners, LLC | 1.41% | New | 43,964 | $4.3M |
| US Bancorp \de | 0.01% | Reduce -7.4% | 43,424 | $4.3M |
| Ameritas Advisory Services, LLC | 0.15% | Add +4.2% | 42,793 | $4.2M |
| PFG Advisors | 0.25% | Add +10.7% | 42,172 | $4.2M |
| Titleist Asset Management, LLC | 0.47% | Add +21.9% | 41,451 | $4.1M |
| Penobscot Wealth Management | 1.86% | Add +6.6% | 41,103 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +61.1% | 40,947 | $4.0M |
| CPC Advisors, LLC | 0.54% | Add +7.8% | 40,648 | $4.0M |
| Western Wealth Management, LLC | 0.21% | Reduce -6.3% | 40,405 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -4.5% | 40,332 | $4.0M |
| New Millennium Group LLC | 2.26% | Add +10.3% | 39,266 | $3.9M |
| Sagace Wealth Management LLC | 2.89% | Reduce -47.1% | 39,165 | $3.9M |
| Vista Cima Wealth Management LLC | 3.99% | — | 39,012 | $3.8M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +6.3% | 37,916 | $3.7M |
| &partners | 0.04% | Add +32.1% | 35,911 | $3.6M |
| Avior Wealth Management, LLC | 0.13% | Reduce -78.3% | 34,830 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -43.6% | 34,699 | $3.4M |
| Stephens Consulting, LLC | 0.85% | Add +12.8% | 34,521 | $3.4M |
| Centerpoint Advisory Group | 3.23% | — | 33,966 | $3.3M |
| Liberty Square Wealth Partners LLC | 1.09% | — | 29,841 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +1.6% | 30,181 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +12.2% | 29,418 | $2.9M |
| Bfsg, LLC | 0.34% | Add +11.3% | 29,381 | $2.9M |
| Concentrum Wealth Management | 1.01% | Add +11.9% | 29,069 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +201.6% | 27,293 | $2.7M |
| Prospera Financial Services Inc | 0.06% | New | 26,801 | $2.6M |
| Family Capital Management, Inc. | 1.56% | Add +11.9% | 26,241 | $2.6M |
| SkyView Investment Advisors, LLC | 0.41% | New | 25,958 | $2.6M |
| MAI Capital Management | 0.02% | Add +9.2% | 25,941 | $2.6M |
| United Asset Strategies, Inc. | 0.23% | Add +45.5% | 25,845 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -2.2% | 25,756 | $2.5M |
| Tempus Wealth Planning, LLC | 0.77% | New | 25,660 | $2.5M |
| Venturi Wealth Management, LLC | 0.12% | Add +17.8% | 25,016 | $2.5M |
| Peak Financial Advisors LLC | 1.25% | New | 24,377 | $2.4M |
| Aptus Capital Advisors, LLC | 0.03% | New | 24,026 | $2.4M |
| Financial Freedom, LLC | 1.25% | Add +12.3% | 24,005 | $2.4M |
| Comprehensive Financial Planning, Inc. | 1.99% | — | 23,890 | $2.4M |
| Duncan Williams Asset Management, LLC | 0.92% | Add +66.4% | 23,852 | $2.3M |
| CreativeOne Wealth, LLC | 0.07% | Add +3.9% | 23,800 | $2.3M |
| Onyx Bridge Wealth Group LLC | 0.33% | Reduce -59.0% | 23,223 | $2.3M |
| CHB Investment Group, LLC | 1.23% | Reduce -5.8% | 22,921 | $2.3M |
| First Heartland Consultants, Inc. | 0.23% | Reduce -33.5% | 22,909 | $2.3M |
| Horizon Family Wealth, Inc. | 1.48% | New | 22,594 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +192.8% | 22,338 | $2.2M |
| GGM Financial LLC | 2.34% | Reduce -86.5% | 22,300 | $2.2M |
| Colonial River Investments, LLC | 1.05% | Add +10.3% | 22,038 | $2.2M |
| Axxcess Wealth Management, LLC | 0.05% | Add +9.8% | 21,837 | $2.2M |
| Waverly Advisors, LLC | 0.03% | Add +17.6% | 21,584 | $2.1M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -5.6% | 21,277 | $2.1M |
| Firestone Capital Management | 0.52% | Reduce -1.1% | 21,255 | $2.1M |
| LWM Advisory Services, LLC | 1.44% | Reduce -14.3% | 20,999 | $2.1M |
| Optima Capital LLC | 1.42% | — | 20,975 | $2.1M |
| GG Group Ventures, LLC | 2.64% | Add +5.7% | 20,319 | $2.0M |
| Wiser Advisor Group LLC | 2.90% | Add +3.8% | 20,256 | $2.0M |
| Comerica Bank | 0.01% | Add +16.6% | 20,236 | $2.0M |
| Renaissance Technologies | 0.00% | New | 19,700 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -8.8% | 19,332 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +18.1% | 19,196 | $1.9M |
| Fortis Capital Advisors, LLC | 0.64% | Reduce -4.1% | 18,604 | $1.9M |
| Belpointe Asset Management LLC | 0.11% | Reduce -4.1% | 18,604 | $1.9M |
| TD Capital Management LLC | 0.19% | Add +6.3% | 19,096 | $1.9M |
| Silver Oak Securities, Incorporated | 0.17% | Add +21.3% | 18,806 | $1.9M |
| Swmg, LLC | 0.70% | Reduce -4.4% | 16,889 | $1.8M |
| GPS Wealth Strategies Group, LLC | 0.22% | Add +12.7% | 17,466 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 17,049 | $1.7M |
| Creative Planning | 0.00% | Reduce -6.0% | 16,970 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +28.7% | 16,697 | $1.6M |
| Csenge Advisory Group | 0.09% | Reduce -0.2% | 16,145 | $1.6M |
| Roman Butler Fullerton & Co. | 0.50% | Add +11.0% | 15,498 | $1.6M |
| Edge Financial Advisors LLC | 1.39% | Add +0.4% | 15,852 | $1.6M |
| Independent Financial Group, LLC | 0.05% | Add +28.5% | 15,194 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.49% | Add +73.3% | 15,053 | $1.5M |
| Creative Financial Designs Inc. | 0.12% | Add +20.2% | 15,053 | $1.5M |
| Victory Financial Group, LLC | 0.38% | — | 14,760 | $1.5M |
| Westfuller Advisors, LLC | 0.92% | Add +10.6% | 14,642 | $1.4M |
| Integrity Alliance, Llc. | 0.15% | — | 14,444 | $1.4M |
| Traction Financial Partners, LLC | 1.10% | Add +22.5% | 14,341 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -3.3% | 14,294 | $1.4M |
| New Insight Wealth Advisors | 0.68% | Add +129.9% | 13,828 | $1.4M |
| Biltmore Family Office, LLC | 0.23% | Add +574.9% | 13,801 | $1.4M |
| Private Portfolio Partners LLC | 0.25% | Add +19.0% | 13,616 | $1.3M |
| Harbor Investment Advisory, LLC | 0.12% | Add +278.3% | 12,789 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +13.2% | 12,431 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -27.9% | 12,230 | $1.2M |
| Founders Financial Securities LLC | 0.10% | Add +13.3% | 11,616 | $1.1M |
| Sheets Smith Wealth Management | 0.14% | Add +1.4% | 11,458 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +7.3% | 11,415 | $1.1M |
| Beta Wealth Group, Inc. | 0.49% | New | 11,354 | $1.1M |
| WPG Advisers, LLC | 1.03% | — | 11,283 | $1.1M |
| Breakwater Capital Group | 0.22% | Add +0.6% | 11,172 | $1.1M |
| Wise Wealth Partners | 2.67% | — | 10,978 | $1.1M |
| Citadel Advisors | 0.00% | Add +104.9% | 10,486 | $1.0M |
| Opulen Financial Group LLC | 0.91% | — | 10,149 | $999K |
| IFG Advisory, LLC | 0.06% | Reduce -19.4% | 10,061 | $991K |
| Priebe Wealth Holdings LLC | 0.67% | Add +22.0% | 9,975 | $982K |
| Brown Advisory Inc. | 0.00% | Add +285.1% | 9,936 | $978K |
| Global Retirement Partners, LLC | 0.03% | Add +32.0% | 9,934 | $978K |
| HM Payson & Co. | 0.02% | No change | 9,900 | $975K |
| Wingate Wealth Advisors, Inc. | 0.95% | — | 9,780 | $963K |
| Dynamic Advisor Solutions LLC | 0.04% | Add +0.8% | 9,597 | $945K |
| Cathy Pareto & Associates, Inc. | 0.86% | — | 9,520 | $937K |
| Rollins Financial Advisors, LLC | 0.14% | Reduce -24.2% | 9,162 | $902K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -14.9% | 9,084 | $896K |
| NFSG Corp | 0.23% | Reduce -1.8% | 9,015 | $888K |
| Pacific Sun Financial Corp | 0.48% | Add +7.6% | 8,994 | $886K |
| Mutual Advisors, LLC | 0.02% | Add +20.5% | 8,377 | $855K |
| Andina Capital Management, LLC | 0.69% | New | 8,600 | $847K |
| Reliant Investment Partners, LLC | 0.75% | — | 8,599 | $847K |
| Valmark Advisers, Inc. | 0.01% | Reduce -65.4% | 8,546 | $842K |
| Cwm, LLC | 0.00% | Add +90.5% | 8,445 | $832K |
| Elm3 Financial Group, LLC | 0.70% | — | 8,357 | $823K |
| Sanctuary Advisors, LLC | 0.01% | Add +34.8% | 7,874 | $806K |
| Berger Financial Group, Inc | 0.05% | Reduce -2.7% | 8,058 | $793K |
| Centaurus Financial, Inc. | 0.05% | Add +0.8% | 8,050 | $793K |
| GWN Securities Inc. | 0.21% | — | 7,709 | $791K |
| DHK Financial Advisors, Inc. | 0.48% | Add +0.2% | 8,015 | $789K |
| Key Client Fiduciary Advisors, LLC | 0.34% | Add +2.2% | 7,738 | $762K |
| Legacy Financial Advisors, Inc. | 0.12% | Reduce -9.4% | 7,566 | $745K |
| Arkadios Wealth Advisors | 0.04% | Add +35.9% | 7,555 | $744K |
| Trek Financial, LLC | 0.06% | Add +44.0% | 7,551 | $744K |
| Meridian Financial Advisors, LLC | 0.51% | Reduce -1.6% | 7,542 | $743K |
| Redwood Financial Network Corp | 0.55% | Add +0.5% | 7,516 | $740K |
| SageView Advisory Group, LLC | 0.03% | New | 6,990 | $688K |
| Wesbanco Bank Inc. | 0.02% | Reduce -3.5% | 6,935 | $683K |
| Clearstead Advisors, LLC | 0.01% | No change | 6,788 | $668K |
| JBR Co Financial Management Inc | 0.41% | Reduce -18.8% | 6,779 | $668K |
| Symphony Financial Services, Inc. | 0.53% | Reduce -0.2% | 6,687 | $658K |
| Whitaker-Myers Wealth Managers, LTD. | 0.19% | Reduce -1.4% | 6,663 | $656K |
| Moneco Advisors, LLC | 0.07% | Add +16.4% | 6,592 | $649K |
| Ullmann Wealth Partners Group, LLC | 0.08% | Add +0.1% | 6,487 | $639K |
| Money Concepts Capital Corp. | 0.05% | Reduce -1.9% | 6,413 | $631K |
| Twin Peaks Wealth Advisors, LLC | 0.26% | Reduce -1.7% | 6,280 | $618K |
| XY Planning Network, Inc. | 0.46% | — | 6,232 | $614K |
| FMR LLC | 0.00% | Add +43.8% | 6,204 | $611K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 6,200 | $611K |
| Bank of New York Mellon Corp | 0.00% | Add +28.8% | 6,146 | $605K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -13.5% | 6,122 | $603K |
| Kane Investment Management, Inc. | 0.33% | — | 5,982 | $589K |
| Bank of Marin | 0.46% | No change | 5,953 | $586K |
| Perigon Wealth Management, LLC | 0.01% | Add +30.9% | 5,598 | $571K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.3% | 5,744 | $566K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 5,742 | $565K |
| AE Wealth Management LLC | 0.00% | Reduce -6.7% | 5,692 | $560K |
| Golden State Wealth Management, LLC | 0.08% | — | 5,631 | $555K |
| Fortis Group Advisors, LLC | 0.10% | Reduce -23.4% | 5,585 | $550K |
| Investmark Advisory Group LLC | 0.26% | No change | 5,475 | $539K |
| Roxbury Financial LLC | 0.51% | — | 4,859 | $526K |
| Compass Financial Services Inc | 0.30% | — | 5,309 | $523K |
| Trustmark Bank Trust Department | 0.04% | Add +5.2% | 5,262 | $518K |
| Solutions 4 Wealth, Ltd | 0.93% | Reduce -1.9% | 5,237 | $516K |
| Keystone Wealth Services, LLC | 0.13% | Reduce -62.6% | 4,911 | $484K |
| OneAscent Wealth Management LLC | 0.19% | Add +92.6% | 4,765 | $469K |
| Compass Ion Advisors, LLC | 0.05% | Add +83.6% | 4,698 | $463K |
| Nwam LLC | 0.03% | Add +42.5% | 4,535 | $447K |
| Hancock Whitney Corp. | 0.01% | No change | 4,505 | $444K |
| OMNI 360 Wealth, Inc. | 0.29% | Reduce -0.2% | 4,477 | $441K |
| Crew Capital Management, Ltd | 0.36% | New | 4,381 | $431K |
| Park Avenue Securities LLC | 0.00% | New | 4,367 | $430K |
| Total Clarity Wealth Management, Inc. | 0.14% | Reduce -46.1% | 4,314 | $425K |
| HRC Wealth Management, LLC | 0.25% | Add +11.4% | 4,296 | $423K |
| Johnson Investment Counsel Inc. | 0.00% | Add +32.5% | 4,075 | $401K |
| Lake Street Advisors Group, LLC | 0.02% | Add +7.5% | 4,063 | $400K |
| D.A. Davidson & Co. | 0.00% | New | 4,031 | $397K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,995 | $393K |
| Millennium Management | 0.00% | Add +44.7% | 3,929 | $387K |
| Global Assets Advisory, LLC | 0.21% | Add +4.0% | 3,886 | $382K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.1% | 3,877 | $382K |
| Fairway Financial, LLC | 0.35% | — | 3,872 | $381K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.9% | 3,830 | $380K |
| Southland Equity Partners LLC | 0.09% | Add +17.7% | 3,850 | $379K |
| Absolute Capital Management, LLC | 0.21% | Reduce -3.1% | 3,815 | $376K |
| Wimmer Associates 1, LLC | 0.18% | No change | 3,785 | $373K |
| Kraft, Davis & Associates, LLC | 0.11% | No change | 3,733 | $369K |
| Ayalon Insurance Comp Ltd. | 0.11% | No change | 3,730 | $367K |
| Willner & Heller, LLC | 0.32% | Reduce -0.1% | 3,708 | $365K |
| Narus Financial Partners, LLC | 0.12% | Add +41.0% | 3,630 | $357K |
| Brookstone Capital Management | 0.01% | Add +20.1% | 3,622 | $357K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -6.5% | 3,602 | $355K |
| Northwest Financial Advisors | 0.29% | Add +43.6% | 3,598 | $354K |
| Denver Wealth Management, Inc. | 0.16% | Reduce -3.8% | 3,574 | $352K |
| Maripau Wealth Management LLC | 0.21% | New | 3,548 | $349K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 3,163 | $344K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.3% | 3,467 | $341K |
| 360 Financial, Inc. | 0.12% | Reduce -20.8% | 3,428 | $338K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.8% | 3,366 | $331K |
| Trexquant Investment LP | 0.00% | Add +2.4% | 3,272 | $322K |
| Bison Wealth, LLC | 0.04% | — | 3,143 | $309K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -11.2% | 3,130 | $308K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +2.6% | 3,090 | $304K |
| Compound Planning, Inc. | 0.02% | Add +49.2% | 3,082 | $303K |
| StoneX Group Inc. | 0.02% | New | 3,076 | $303K |
| Galvin, Gaustad & Stein, LLC | 0.03% | New | 3,000 | $295K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +2.8% | 2,940 | $290K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.9% | 2,930 | $289K |
| Strategic Blueprint, LLC | 0.02% | New | 2,807 | $276K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,579 | $254K |
| Allie Family Office LLC | 0.14% | New | 2,561 | $252K |
| Continuum Advisory, LLC | 0.03% | Add +5.7% | 2,504 | $247K |
| Cerity Partners LLC | 0.00% | Add +3.7% | 2,368 | $243K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +3.2% | 2,411 | $237K |
| Peoples Bank | 0.14% | Add +14.4% | 2,379 | $234K |
| Schrum Private Wealth Management LLC | 0.19% | Reduce -50.0% | 2,300 | $226K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -75.3% | 2,122 | $221K |
| Sunbelt Securities, Inc. | 0.02% | New | 2,226 | $220K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,146 | $211K |
| Capstone Capital LLC | 0.17% | No change | 2,130 | $210K |
| Ameriflex Group, Inc. | 0.09% | — | 1,960 | $198K |
| Operose Advisors LLC | 0.06% | No change | 1,675 | $165K |
| Private Trust Co. NA | 0.02% | Add +26.1% | 1,667 | $164K |
| Richards, Merrill & Peterson, Inc. | 0.08% | — | 1,604 | $158K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -8.3% | 1,555 | $153K |
| Assetmark, Inc. | 0.00% | Reduce -11.8% | 1,546 | $152K |
| MPWM Advisory Solutions, LLC | 0.10% | — | 1,401 | $138K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 1,336 | $132K |
| IFP Advisors, Inc | 0.00% | Add +6.1% | 1,323 | $130K |
| Synergy Investment Management, LLC | 0.06% | — | 1,318 | $130K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,223 | $120K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -4.7% | 882 | $87K |
| Pinnacle Bancorp, Inc. | 0.03% | New | 800 | $79K |
| MidAtlantic Capital Management, Inc. | 0.05% | No change | 753 | $74K |
| Financial Network Wealth Advisors LLC | 0.13% | Reduce -35.8% | 683 | $67K |
| Cape Investment Advisory, Inc. | 0.02% | Add +3.6% | 549 | $54K |
| Simplex Trading, LLC | 0.00% | New | 546 | $53K |
| Bessemer Group Inc. | 0.00% | No change | 475 | $47K |
| Spire Wealth Management | 0.00% | Add +12.1% | 416 | $41K |
| CoreCap Advisors, LLC | 0.00% | Reduce -35.6% | 387 | $38K |
| Nova Wealth Management, Inc. | 0.03% | — | 328 | $32K |
| Capital Analysts, LLC | 0.00% | Add +8.5% | 318 | $31K |
| Oakworth Capital, Inc. | 0.00% | New | 288 | $28K |
| Bellwether Advisors, LLC | 0.01% | New | 286 | $28K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 277 | $27K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 264 | $26K |
| FLP Wealth Management, LLC | 0.06% | — | 246 | $24K |
| Larson Financial Group LLC | 0.00% | No change | 218 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 210 | $21K |
| Tsfg, LLC | 0.00% | No change | 200 | $20K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $20K |
| Peoples Bank | 0.01% | No change | 199 | $20K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 198 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 190 | $19K |
| Caitlin John, LLC | 0.01% | No change | 171 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +79.0% | 170 | $17K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.9% | 137 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 136 | $13K |
| Costello Asset Management, INC | 0.01% | Reduce -4.0% | 120 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 119 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | New | 110 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -45.8% | 96 | $9K |
| National Bank of Canada | 0.00% | Add +830.0% | 93 | $9K |
| Ancora Advisors LLC | 0.00% | Reduce -89.0% | 92 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 92 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 69 | $7K |
| Noble Wealth Management PBC | 0.00% | — | 59 | $6K |
| Signaturefd, LLC | 0.00% | New | 56 | $6K |
| Wagner Wealth Management, LLC | 0.00% | New | 55 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 54 | $5K |
| Allworth Financial LP | 0.00% | New | 46 | $5K |
| Anchor Investment Management, LLC | 0.00% | New | 45 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 37 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 31 | $3K |
| New Wave Wealth Advisors LLC | 0.00% | New | 30 | $3K |
| SYM FINANCIAL Corp | 0.00% | New | 23 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 20 | $2K |
| Abound Wealth Management | 0.00% | No change | 10 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 8 | $788 |
"% of holder's portfolio" is XMHQ's weight in each manager's 13F, not the share of Invesco S&P Midcap Qual ETF the manager owns.