Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q2 2025 (June 30)395holders −8
29new positions
38sold out
4famous investors
$98.27avg. 13F price*
At the end of Q2 2025, 395 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, down 8 from Q1 2025. 29 opened new positions and 38 sold out. The largest holders were LPL Financial LLC ($482.8M), Morgan Stanley ($197.8M) and Northwestern Mutual Wealth Management Co. ($150.2M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $45.4M |
| Exits | 38 | $147.7M |
All 13F filers, Q1 2025 → Q2 2025: 2,098,203 shares bought and 8,892,092 shares sold, net −6,793,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 395 holders
| LPL Financial LLC | 0.16% | Reduce -5.3% | 4,914,604 | $482.8M |
| Morgan Stanley | 0.01% | Add +2.5% | 2,013,810 | $197.8M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -16.9% | 1,528,441 | $150.2M |
| Ameriprise Financial Inc. | 0.04% | Add +6.1% | 1,450,044 | $142.4M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -19.8% | 1,021,295 | $100.3M |
| Raymond James Financial Inc. | 0.03% | Reduce -2.3% | 1,012,868 | $99.5M |
| Cetera Investment Advisers | 0.13% | Add +4.7% | 766,696 | $75.3M |
| Jones Financial Companies LLLP | 0.05% | Add +13.6% | 603,790 | $59.4M |
| Thrivent Financial for Lutherans | 0.13% | Add +57.5% | 604,422 | $59.4M |
| Bank of America Corp. | 0.00% | Reduce -10.5% | 565,508 | $55.6M |
| Wells Fargo & Company | 0.01% | Add +40.8% | 562,459 | $55.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.7% | 493,472 | $48.5M |
| Osaic Holdings, Inc. | 0.09% | Reduce -17.4% | 490,614 | $48.2M |
| HighTower Advisors, LLC | 0.06% | Add +4.7% | 481,715 | $47.3M |
| Stifel Financial Corp. | 0.04% | Reduce -76.4% | 445,744 | $43.8M |
| Focus Partners Wealth | 0.09% | Add +0.7% | 430,956 | $42.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -16.9% | 392,037 | $38.5M |
| MML Investors Services, LLC | 0.10% | Reduce -47.5% | 348,370 | $34.2M |
| Trilogy Capital Inc. | 1.57% | Reduce -3.1% | 328,016 | $32.2M |
| Straightline Group LLC | 19.80% | Reduce -10.9% | 322,600 | $31.7M |
| Avantax Advisory Services, Inc. | 0.17% | Add +7.0% | 316,369 | $31.1M |
| Focus Financial Network, Inc. | 1.21% | Add +3.0% | 311,483 | $30.6M |
| TruWealth Advisors, LLC | 1.64% | Add +4.5% | 303,723 | $29.8M |
| NewEdge Advisors, LLC | 0.15% | Add +6.6% | 291,706 | $28.7M |
| Capital Planning Advisors, LLC | 3.95% | Reduce -25.1% | 274,110 | $26.9M |
| UMB Bank, n.a. | 0.42% | Reduce -6.3% | 271,179 | $26.6M |
| Crestwood Advisors Group, LLC | 0.47% | Reduce -9.9% | 268,159 | $26.3M |
| Royal Bank of Canada | 0.00% | Reduce -8.9% | 257,785 | $25.3M |
| Adamsbrown Wealth Consultants LLC | 6.38% | Add +12.2% | 224,089 | $22.0M |
| UBS Group AG | 0.00% | Add +1.1% | 211,035 | $20.7M |
| Spectrum Wealth Advisory Group, LLC | 9.44% | Add +106.1% | 206,591 | $20.3M |
| Syntegra Private Wealth Group, LLC | 2.06% | Reduce -67.9% | 205,463 | $20.2M |
| Atlantic Union Bankshares Corp | 0.45% | New | 199,538 | $19.6M |
| KPP Advisory Services LLC | 3.05% | Reduce -2.2% | 187,923 | $18.5M |
| Private Advisor Group, LLC | 0.10% | Reduce -28.2% | 184,250 | $18.1M |
| Good Life Advisors, LLC | 1.12% | Add +7.0% | 181,662 | $17.8M |
| Foundations Investment Advisors, LLC | 0.26% | Reduce -4.0% | 168,802 | $16.6M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -6.8% | 160,769 | $15.8M |
| Trust Co. of Toledo NA | 1.74% | New | 160,283 | $15.7M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +28.9% | 156,702 | $15.4M |
| Equitable Holdings, Inc. | 0.13% | Reduce -16.1% | 156,553 | $15.4M |
| Sax Wealth Advisors, LLC | 0.89% | Add +28.4% | 149,524 | $14.7M |
| Kestra Private Wealth Services, LLC | 0.20% | Reduce -38.1% | 143,087 | $14.1M |
| WFA Asset Management Corp | 7.78% | Add +426.3% | 141,758 | $13.8M |
| Family Investment Center, Inc. | 3.10% | Add +3.0% | 139,452 | $13.7M |
| Hunter Associates Investment Management LLC | 2.03% | Add +17.9% | 139,184 | $13.7M |
| Masso Torrence Wealth Management Inc. | 6.09% | Add +3.9% | 134,117 | $13.2M |
| Wealthspire Retirement, LLC | 0.84% | Add +3.4% | 129,331 | $12.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.48% | Reduce -14.8% | 125,776 | $12.4M |
| Madrona Financial Services, LLC | 2.73% | Add +3.4% | 116,068 | $11.4M |
| Bleakley Financial Group, LLC | 0.29% | Add +55.3% | 115,642 | $11.4M |
| First International Bank & Trust | 3.92% | Reduce -4.9% | 114,598 | $11.3M |
| Sowell Financial Services LLC | 0.45% | Reduce -3.6% | 112,386 | $11.0M |
| WCG Wealth Advisors LLC | 0.69% | Add +9.1% | 108,182 | $10.6M |
| Fifth Third Securities, Inc. | 0.79% | Reduce -2.1% | 107,715 | $10.6M |
| Enzi Wealth | 3.87% | Add +0.6% | 106,234 | $10.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.2% | 107,376 | $10.5M |
| Smith, Moore & Co. | 0.88% | Add +3.0% | 107,028 | $10.5M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +0.6% | 101,553 | $10.0M |
| Onyx Bridge Wealth Group LLC | 1.31% | Add +124.9% | 101,182 | $9.9M |
| NBZ Investment Advisors LLC | 5.63% | Add +3.3% | 100,125 | $9.8M |
| Corecam Pte. Ltd. | 5.47% | Reduce -2.8% | 98,930 | $9.7M |
| NewEdge Wealth, LLC | 0.15% | Reduce -5.2% | 95,404 | $9.6M |
| Traction Financial Partners, LLC | 6.46% | Reduce -2.6% | 96,985 | $9.5M |
| Thoroughbred Financial Services, LLC | 0.66% | Reduce -12.3% | 96,688 | $9.5M |
| Merit Financial Group, LLC | 0.10% | Reduce -3.0% | 91,960 | $9.0M |
| Sierra Ocean, LLC | 6.46% | Reduce -3.3% | 91,276 | $9.0M |
| Altus Wealth Group LLC | 3.91% | Add +0.7% | 89,896 | $8.8M |
| WESCAP Management Group, Inc. | 1.94% | Add +508.5% | 86,952 | $8.5M |
| Modern Wealth Management, LLC | 0.21% | Add +0.3% | 85,796 | $8.4M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -45.4% | 82,783 | $8.2M |
| Dahring | Cusmano LLC | 6.33% | Add +3.2% | 82,690 | $8.1M |
| Concord Asset Management, LLC | 1.19% | Add +1.8% | 80,358 | $7.9M |
| Concord Wealth Partners | 1.15% | Reduce -1.2% | 80,358 | $7.9M |
| Precedent Wealth Partners, LLC | 1.90% | Add +7.7% | 78,742 | $7.7M |
| Mgo One Seven LLC | 0.24% | Reduce -10.9% | 74,297 | $7.3M |
| Trivium Point Advisory, LLC | 0.79% | Add +4.2% | 73,938 | $7.3M |
| Atticus Wealth Management, LLC | 1.94% | Add +11.0% | 73,104 | $7.2M |
| Level Four Advisory Services, LLC | 0.26% | Reduce -16.8% | 72,892 | $7.2M |
| Lighthouse Wealth Management Inc. | 6.01% | Reduce -6.9% | 70,715 | $6.9M |
| Cornerstone Wealth Management, LLC | 0.42% | Add +11.0% | 69,994 | $6.9M |
| Principal Securities, Inc. | 0.13% | Add +14.7% | 69,940 | $6.9M |
| IHT Wealth Management, LLC | 0.19% | Add +3.0% | 69,375 | $6.8M |
| Principle Wealth Partners LLC | 0.42% | Reduce -6.0% | 67,824 | $6.7M |
| DHJJ Financial Advisors, Ltd. | 2.40% | Add +6.5% | 67,580 | $6.6M |
| Anfield Capital Management, LLC | 2.19% | Add +0.0% | 67,358 | $6.6M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +20.9% | 66,528 | $6.5M |
| USAdvisors Wealth Management, LLC | 2.39% | Reduce -0.3% | 65,497 | $6.4M |
| Prevail Innovative Wealth Advisors, LLC | 1.39% | Reduce -33.2% | 63,192 | $6.2M |
| TrueWealth Advisors, LLC | 1.81% | Add +1.7% | 62,395 | $6.1M |
| Berkeley, Inc | 2.20% | Add +2144.8% | 62,292 | $6.1M |
| Harbour Investments, Inc. | 0.15% | Add +17.4% | 61,949 | $6.1M |
| Burns Matteson Capital Management, LLC | 2.83% | Add +10.8% | 59,662 | $5.9M |
| WealthCare Investment Partners, LLC | 2.09% | Reduce -4.8% | 57,500 | $5.8M |
| Mason & Associates Inc | 1.32% | Add +1.8% | 58,338 | $5.7M |
| Meridian Wealth Management, LLC | 0.24% | Add +7.8% | 58,002 | $5.7M |
| Aspen Wealth Strategies, LLC | 3.41% | Add +1.9% | 57,629 | $5.7M |
| CENTRAL TRUST Co | 0.13% | Reduce -1.0% | 57,250 | $5.6M |
| Liberty One Investment Management, LLC | 0.57% | Add +0.5% | 57,150 | $5.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1118.5% | 55,577 | $5.5M |
| Mascagni Wealth Management, Inc. | 4.63% | Add +5.8% | 55,351 | $5.4M |
| World Investment Advisors | 0.12% | Add +0.3% | 53,894 | $5.3M |
| Perennial Investment Advisors, LLC | 0.50% | Reduce -3.4% | 52,676 | $5.2M |
| Forge Financial Services LLC | 3.88% | Add +8.8% | 52,440 | $5.2M |
| Snider Financial Group | 1.45% | Add +3.5% | 51,284 | $5.0M |
| PFG Advisors | 0.21% | Add +6.7% | 45,961 | $4.5M |
| Liberty Square Wealth Partners LLC | 1.52% | Add +33.4% | 44,819 | $4.4M |
| Gotham Asset Management | 0.03% | Reduce -26.8% | 44,452 | $4.4M |
| Journey Advisory Group, LLC | 0.33% | Reduce -1.8% | 43,385 | $4.3M |
| Live Oak Investment Partners | 3.26% | Reduce -2.1% | 43,184 | $4.2M |
| Clark Wealth Partners | 2.85% | Reduce -22.8% | 42,989 | $4.2M |
| Vista Cima Wealth Management LLC | 3.91% | Add +2.4% | 42,572 | $4.2M |
| New Millennium Group LLC | 2.31% | Add +1.2% | 42,392 | $4.2M |
| Sigma Planning Corp | 0.12% | Reduce -21.4% | 42,214 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.8% | 40,940 | $4.1M |
| Advisory Services Network, LLC | 0.06% | Reduce -34.0% | 39,785 | $4.0M |
| Kovack Advisors, Inc. | 0.38% | Reduce -29.1% | 39,714 | $3.9M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +0.4% | 39,169 | $3.8M |
| CPC Advisors, LLC | 0.48% | Reduce -3.4% | 39,168 | $3.8M |
| Sovran Advisors, LLC | 0.40% | Reduce -27.9% | 37,992 | $3.8M |
| Jane Street Group, LLC | 0.01% | Add +96.6% | 38,512 | $3.8M |
| Citadel Advisors | 0.00% | Add +53.7% | 38,401 | $3.8M |
| Victory Financial Group, LLC | 0.60% | Reduce -26.0% | 38,396 | $3.8M |
| Ameritas Advisory Services, LLC | 0.19% | Reduce -15.8% | 37,594 | $3.7M |
| Eastern Bank | 0.07% | Reduce -32.6% | 37,249 | $3.7M |
| Financial Partners Group, Inc | 0.49% | Reduce -31.3% | 35,953 | $3.5M |
| MAI Capital Management | 0.02% | Reduce -0.5% | 35,693 | $3.5M |
| Sagace Wealth Management LLC | 2.60% | Reduce -9.5% | 35,379 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -60.3% | 35,081 | $3.4M |
| Concentrum Wealth Management | 1.07% | Reduce -3.3% | 34,864 | $3.4M |
| Penobscot Wealth Management | 1.22% | Add +2.9% | 34,741 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -18.4% | 34,337 | $3.4M |
| Wealth Advisory Team LLC | 3.09% | — | 33,613 | $3.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +44.7% | 33,613 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -15.5% | 33,540 | $3.3M |
| Milestone Investment Advisors LLC | 0.85% | Reduce -29.5% | 33,327 | $3.3M |
| Centerpoint Advisory Group | 2.81% | Reduce -2.7% | 33,026 | $3.2M |
| Bfsg, LLC | 0.34% | Add +3.9% | 31,232 | $3.1M |
| &partners | 0.02% | Reduce -22.5% | 31,187 | $3.1M |
| Family Capital Management, Inc. | 1.55% | Add +9.8% | 30,181 | $3.0M |
| LYNX Capital Group Ltd. | 1.43% | Reduce -55.3% | 30,150 | $3.0M |
| Atlantic Edge Private Wealth Management, LLC | 0.81% | Reduce -33.6% | 30,091 | $3.0M |
| Visionary Wealth Advisors | 0.15% | Reduce -49.6% | 29,988 | $2.9M |
| Mfa Wealth Advisors, LLC | 0.67% | Reduce -58.5% | 29,098 | $2.9M |
| United Asset Strategies, Inc. | 0.24% | Add +2.8% | 28,881 | $2.8M |
| CreativeOne Wealth, LLC | 0.07% | Add +11.5% | 28,518 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -6.8% | 28,433 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.22% | Reduce -11.8% | 27,805 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.9% | 27,616 | $2.7M |
| Harbor Asset Planning, Inc. | 2.44% | — | 25,963 | $2.6M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.0% | 25,872 | $2.5M |
| Venturi Wealth Management, LLC | 0.12% | Add +7.9% | 23,863 | $2.3M |
| First Heartland Consultants, Inc. | 0.20% | Add +10.8% | 23,444 | $2.3M |
| New Insight Wealth Advisors | 0.94% | Add +2.2% | 23,345 | $2.3M |
| Horizon Family Wealth, Inc. | 1.39% | Add +3.6% | 23,207 | $2.3M |
| Duncan Williams Asset Management, LLC | 0.72% | Reduce -9.4% | 23,150 | $2.3M |
| CHB Investment Group, LLC | 1.15% | Reduce -0.8% | 22,983 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +274.6% | 22,658 | $2.2M |
| GeoWealth Management, LLC | 0.09% | Reduce -3.4% | 22,485 | $2.2M |
| Independent Advisor Alliance | 0.06% | Add +22.4% | 21,728 | $2.1M |
| Priebe Wealth Holdings LLC | 1.84% | Add +4.0% | 21,661 | $2.1M |
| Firestone Capital Management | 0.49% | New | 21,255 | $2.1M |
| Secure Asset Management, LLC | 0.38% | Reduce -7.3% | 20,977 | $2.1M |
| SkyView Investment Advisors, LLC | 0.30% | Add +5.7% | 20,904 | $2.1M |
| Marshall Financial Group, LLC | 0.39% | Add +1.7% | 19,997 | $2.0M |
| GPS Wealth Strategies Group, LLC | 0.23% | Add +4.8% | 19,895 | $2.0M |
| Creative Planning | 0.00% | Add +8.8% | 19,517 | $1.9M |
| Tudor Investment Corporation | 0.01% | New | 19,392 | $1.9M |
| Creative Financial Designs Inc. | 0.13% | Add +7.1% | 18,222 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.0% | 17,931 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +354.9% | 17,216 | $1.7M |
| VestGen Advisors, LLC | 0.07% | Reduce -25.4% | 16,801 | $1.7M |
| Flow Traders U.S. LLC | 0.06% | Add +138.6% | 16,782 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +5.8% | 16,767 | $1.6M |
| Independent Financial Group, LLC | 0.05% | Add +3.0% | 16,733 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.61% | Add +7.3% | 16,144 | $1.6M |
| Brown Miller Wealth Management, LLC | 0.48% | Add +5.9% | 15,853 | $1.6M |
| Roman Butler Fullerton & Co. | 0.43% | Reduce -7.5% | 14,117 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Add +3.9% | 14,690 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -12.6% | 14,545 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +4.3% | 14,468 | $1.4M |
| Biltmore Family Office, LLC | 0.24% | Add +6.8% | 14,467 | $1.4M |
| TD Capital Management LLC | 0.13% | Reduce -13.1% | 14,289 | $1.4M |
| WPG Advisers, LLC | 1.17% | Add +4.2% | 14,116 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -55.4% | 14,110 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +3.4% | 14,100 | $1.4M |
| Harbor Investment Advisory, LLC | 0.12% | Add +5.5% | 13,842 | $1.4M |
| LWM Advisory Services, LLC | 0.93% | Reduce -1.8% | 13,721 | $1.3M |
| DORVAL Corp | 0.47% | Add +43.9% | 13,514 | $1.3M |
| Cwm, LLC | 0.00% | Add +18.6% | 12,678 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 12,230 | $1.2M |
| IFG Advisory, LLC | 0.06% | Reduce -3.0% | 12,204 | $1.2M |
| GWN Securities Inc. | 0.22% | Reduce -80.7% | 11,948 | $1.2M |
| Stephens Consulting, LLC | 0.27% | Reduce -69.5% | 11,714 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Add +6.8% | 11,611 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +77.2% | 11,598 | $1.1M |
| Avior Wealth Management, LLC | 0.04% | Reduce -58.3% | 11,576 | $1.1M |
| Denver Wealth Management, Inc. | 0.47% | Add +63.7% | 11,557 | $1.1M |
| Westfuller Advisors, LLC | 0.64% | Reduce -22.9% | 11,444 | $1.1M |
| XY Planning Network, Inc. | 0.38% | Add +68.6% | 11,287 | $1.1M |
| Nalls Sherbakoff Group, LLC | 0.79% | Add +0.4% | 11,040 | $1.1M |
| Tempus Wealth Planning, LLC | 0.27% | Reduce -57.0% | 11,000 | $1.1M |
| Cadent Capital Advisors, LLC | 0.35% | Reduce -7.3% | 10,962 | $1.1M |
| Financial Freedom, LLC | 0.57% | Reduce -45.6% | 10,769 | $1.1M |
| Smith Anglin Financial, LLC | 0.10% | Reduce -21.5% | 10,741 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -37.6% | 10,689 | $1.1M |
| Hengehold Capital Management LLC | 0.09% | Reduce -94.0% | 10,487 | $1.0M |
| Pacific Sun Financial Corp | 0.54% | Add +1.6% | 10,430 | $1.0M |
| Redhawk Wealth Advisors, Inc. | 0.13% | Reduce -52.7% | 10,401 | $1.0M |
| Pacific Center for Financial Services | 0.28% | Reduce -22.1% | 10,356 | $1.0M |
| Opulen Financial Group LLC | 0.82% | Reduce -2.6% | 10,154 | $998K |
| Breakwater Capital Group | 0.16% | Reduce -9.7% | 10,142 | $996K |
| Brown Advisory Inc. | 0.00% | No change | 10,140 | $996K |
| Ayalon Insurance Comp Ltd. | 0.29% | Add +170.2% | 10,080 | $990K |
| Schwallier Wealth Management LLC | 0.60% | Reduce -33.4% | 10,047 | $987K |
| HM Payson & Co. | 0.02% | No change | 9,900 | $973K |
| Wingate Wealth Advisors, Inc. | 0.86% | Add +0.1% | 9,810 | $964K |
| Comerica Bank | 0.00% | Reduce -50.7% | 9,719 | $955K |
| Legacy Financial Advisors, Inc. | 0.15% | Add +28.4% | 9,566 | $940K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -13.8% | 9,223 | $906K |
| Global Retirement Partners, LLC | 0.02% | — | 9,195 | $903K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -4.7% | 8,692 | $854K |
| Forum Private Client Group LLC | 0.32% | New | 8,386 | $824K |
| Valmark Advisers, Inc. | 0.01% | Add +0.1% | 8,320 | $817K |
| Golden State Wealth Management, LLC | 0.10% | Add +19.6% | 8,175 | $803K |
| DHK Financial Advisors, Inc. | 0.45% | Add +0.1% | 8,042 | $790K |
| GGM Financial LLC | 0.46% | Reduce -54.6% | 8,018 | $788K |
| Fisher Asset Management | 0.00% | New | 8,003 | $786K |
| FMR LLC | 0.00% | Add +19.6% | 7,869 | $773K |
| Arkadios Wealth Advisors | 0.02% | Add +0.2% | 7,818 | $768K |
| Key Client Fiduciary Advisors, LLC | 0.31% | Add +0.1% | 7,709 | $757K |
| Berger Financial Group, Inc | 0.05% | Reduce -3.6% | 7,574 | $744K |
| Reliant Investment Partners, LLC | 0.64% | Reduce -11.1% | 7,522 | $739K |
| Benjamin Edwards Inc. | 0.01% | Reduce -99.4% | 7,414 | $728K |
| Meridian Financial Advisors, LLC | 0.46% | Add +1.4% | 7,182 | $706K |
| Csenge Advisory Group | 0.04% | Add +1.3% | 7,146 | $695K |
| Whitaker-Myers Wealth Managers, LTD. | 0.17% | Add +2.4% | 7,028 | $690K |
| Redwood Financial Network Corp | 0.46% | Reduce -5.6% | 6,935 | $681K |
| Trustmark Bank Trust Department | 0.05% | Add +31.4% | 6,912 | $679K |
| Annex Advisory Services, LLC | 0.02% | Reduce -99.4% | 6,827 | $671K |
| Clearstead Advisors, LLC | 0.01% | No change | 6,788 | $667K |
| Symphony Financial Services, Inc. | 0.39% | Add +1.8% | 6,634 | $652K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.2% | 6,630 | $651K |
| JBR Co Financial Management Inc | 0.32% | Add +30.4% | 6,542 | $643K |
| SageView Advisory Group, LLC | 0.02% | Reduce -12.1% | 6,149 | $638K |
| Fairway Financial, LLC | 0.53% | Add +5.9% | 6,392 | $628K |
| Bank of Marin | 0.47% | Add +5.8% | 6,299 | $619K |
| Alaska Wealth Advisors, LLC | 0.09% | Reduce -15.9% | 6,234 | $612K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 6,200 | $609K |
| Moneco Advisors, LLC | 0.06% | Reduce -3.9% | 6,171 | $606K |
| CW Advisors, LLC | 0.01% | Reduce -18.7% | 6,150 | $604K |
| Money Concepts Capital Corp. | 0.04% | Reduce -8.2% | 5,944 | $584K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.2% | 5,699 | $560K |
| Hilltop Holdings Inc. | 0.04% | New | 5,645 | $555K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.6% | 5,629 | $553K |
| Twin Peaks Wealth Advisors, LLC | 0.18% | Reduce -7.6% | 5,315 | $545K |
| TAGStone Capital, Inc. | 0.22% | New | 5,384 | $543K |
| Solutions 4 Wealth, Ltd | 0.89% | Add +1.4% | 5,409 | $531K |
| Southland Equity Partners LLC | 0.12% | Add +15.3% | 5,338 | $524K |
| Cathy Pareto & Associates, Inc. | 0.42% | Reduce -15.7% | 5,189 | $510K |
| Belmont Capital, LLC | 0.08% | No change | 5,188 | $510K |
| Calton & Associates, Inc. | 0.09% | New | 5,179 | $509K |
| NFSG Corp | 0.08% | Reduce -18.9% | 4,950 | $486K |
| Mutual Advisors, LLC | 0.01% | Add +37.2% | 4,612 | $481K |
| Elm3 Financial Group, LLC | 0.40% | Reduce -42.7% | 4,892 | $481K |
| Goepper Burkhardt LLC | 0.17% | Reduce -13.4% | 4,830 | $474K |
| Nwam LLC | 0.03% | Add +0.8% | 4,553 | $460K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +90.8% | 4,616 | $453K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,564 | $448K |
| Hancock Whitney Corp. | 0.01% | No change | 4,505 | $443K |
| Brookstone Capital Management | 0.01% | Add +22.0% | 4,493 | $441K |
| Cary Street Partners Financial LLC | 0.01% | Add +7.7% | 4,439 | $436K |
| OMNI 360 Wealth, Inc. | 0.26% | Reduce -1.6% | 4,328 | $425K |
| Investmark Advisory Group LLC | 0.20% | No change | 4,275 | $420K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.3% | 4,270 | $420K |
| Brown Financial Advisory | 0.23% | Add +23.5% | 4,229 | $415K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +7.6% | 4,211 | $414K |
| Trexquant Investment LP | 0.00% | Reduce -13.2% | 4,091 | $402K |
| GTS Securities LLC | 0.02% | Reduce -23.1% | 4,033 | $396K |
| Western Wealth Management, LLC | 0.02% | Add +14.9% | 4,003 | $393K |
| Colonial River Investments, LLC | 0.17% | Reduce -19.5% | 3,886 | $391K |
| Atria Investments, Inc | 0.00% | Reduce -73.8% | 3,962 | $389K |
| Kraft, Davis & Associates, LLC | 0.11% | No change | 3,733 | $387K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -21.1% | 3,933 | $386K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -12.9% | 3,890 | $382K |
| Presidio Capital Management, LLC | 0.15% | Reduce -3.7% | 3,890 | $382K |
| HRC Wealth Management, LLC | 0.20% | Reduce -11.4% | 3,849 | $378K |
| Tableaux LLC | 0.22% | Reduce -83.7% | 3,844 | $378K |
| Compass Financial Services Inc | 0.18% | Reduce -25.2% | 3,811 | $374K |
| OneAscent Wealth Management LLC | 0.14% | Reduce -20.4% | 3,794 | $373K |
| Wimmer Associates 1, LLC | 0.19% | Reduce -1.3% | 3,735 | $367K |
| Willner & Heller, LLC | 0.31% | Add +1.6% | 3,728 | $366K |
| Johnson Investment Counsel Inc. | 0.00% | Add +4.5% | 3,678 | $361K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -26.6% | 3,624 | $356K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -29.1% | 3,603 | $354K |
| Axis Wealth Partners, LLC | 0.23% | Add +15.3% | 3,580 | $352K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Add +0.1% | 3,565 | $350K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.4% | 3,498 | $344K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -7.3% | 3,468 | $341K |
| AE Wealth Management LLC | 0.00% | Reduce -31.2% | 3,421 | $336K |
| Regal Investment Advisors LLC | 0.03% | New | 3,418 | $336K |
| Absolute Capital Management, LLC | 0.17% | Add +1.3% | 3,385 | $333K |
| Andina Capital Management, LLC | 0.23% | Reduce -49.5% | 3,373 | $331K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.4% | 3,362 | $330K |
| US Bancorp \de | 0.00% | Reduce -89.1% | 3,304 | $325K |
| Two Sigma Securities, LLC | 0.04% | Add +39.1% | 3,267 | $321K |
| Compound Planning, Inc. | 0.01% | Reduce -3.4% | 3,253 | $320K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.6% | 3,244 | $319K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 3,221 | $316K |
| Evolution Wealth Management Inc. | 0.38% | — | 3,143 | $309K |
| Geneos Wealth Management Inc. | 0.01% | Add +72.4% | 2,955 | $290K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,908 | $286K |
| Private Trust Co. NA | 0.03% | Reduce -50.2% | 2,814 | $276K |
| Nikulski Financial, Inc. | 0.08% | New | 2,812 | $276K |
| Betterment LLC | 0.00% | Add +16.2% | 2,755 | $271K |
| 360 Financial, Inc. | 0.09% | Reduce -14.2% | 2,746 | $270K |
| CWC Advisors, LLC. | 0.14% | New | 2,744 | $270K |
| Northwest Financial Advisors | 0.37% | Reduce -38.1% | 2,685 | $264K |
| Narus Financial Partners, LLC | 0.08% | Reduce -5.3% | 2,652 | $261K |
| Continuum Advisory, LLC | 0.03% | Reduce -4.6% | 2,638 | $259K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -7.3% | 2,571 | $253K |
| Fermata Advisors, LLC | 0.07% | Reduce -91.3% | 2,568 | $252K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,535 | $249K |
| Global Assets Advisory, LLC | 0.10% | Reduce -73.0% | 2,451 | $243K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -12.2% | 2,432 | $239K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.5% | 2,355 | $231K |
| Schrum Private Wealth Management LLC | 0.18% | No change | 2,300 | $226K |
| Integrated Advisors Network LLC | 0.01% | New | 2,280 | $224K |
| Arax Advisory Partners | 0.01% | Reduce -87.6% | 2,271 | $223K |
| Sunbelt Securities, Inc. | 0.02% | Add +50.7% | 2,226 | $219K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -49.0% | 2,198 | $216K |
| Lynx Investment Advisory | 0.14% | New | 2,173 | $213K |
| Chemistry Wealth Management LLC | 0.05% | New | 2,146 | $211K |
| Roxbury Financial LLC | 0.20% | Reduce -55.8% | 2,139 | $210K |
| Capstone Capital LLC | 0.15% | New | 2,130 | $209K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -36.0% | 2,098 | $206K |
| Compass Ion Advisors, LLC | 0.02% | New | 2,063 | $203K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -12.4% | 1,981 | $195K |
| Richards, Merrill & Peterson, Inc. | 0.07% | No change | 1,604 | $158K |
| Bogart Wealth, LLC | 0.01% | Reduce -51.3% | 1,550 | $152K |
| IFP Advisors, Inc | 0.00% | Reduce -7.3% | 1,278 | $125K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +38.9% | 1,250 | $123K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,064 | $107K |
| MPWM Advisory Solutions, LLC | 0.06% | No change | 1,035 | $102K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 844 | $83K |
| Financial Gravity Companies, Inc. | 0.01% | — | 780 | $77K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 683 | $67K |
| JPMorgan Chase & Co. | 0.00% | Reduce -75.1% | 534 | $53K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -91.1% | 481 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 482 | $47K |
| Bessemer Group Inc. | 0.00% | No change | 475 | $47K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 464 | $46K |
| Valley National Advisers Inc. | 0.01% | Reduce -48.0% | 451 | $44K |
| Qube Research & Technologies Ltd | 0.00% | New | 447 | $44K |
| Lanark Financial, Inc. | 0.00% | Reduce -6.9% | 443 | $43K |
| Asset Dedication, LLC | 0.00% | New | 414 | $41K |
| Crewe Advisors LLC | 0.01% | No change | 361 | $35K |
| Sarver Vrooman Wealth Advisors | 0.02% | Add +9.9% | 355 | $35K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $30K |
| Bellwether Advisors, LLC | 0.00% | No change | 286 | $28K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 277 | $27K |
| Larson Financial Group LLC | 0.00% | Add +15.6% | 252 | $25K |
| Bank of Montreal | 0.00% | New | 225 | $22K |
| Ameriflex Group, Inc. | 0.01% | Reduce -88.8% | 220 | $21K |
| LRI Investments, LLC | 0.00% | New | 209 | $21K |
| Allworth Financial LP | 0.00% | Add +0.5% | 206 | $20K |
| Tsfg, LLC | 0.00% | No change | 200 | $20K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $20K |
| Assetmark, Inc. | 0.00% | Reduce -85.6% | 189 | $19K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -27.4% | 170 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 170 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 147 | $14K |
| Salem Investment Counselors Inc. | 0.00% | No change | 136 | $13K |
| Sound Income Strategies, LLC | 0.00% | Add +30.0% | 130 | $13K |
| Beacon Capital Management, LLC | 0.00% | No change | 120 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +60.6% | 114 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $11K |
| Clearstead Trust, LLC | 0.00% | New | 103 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -63.6% | 96 | $9K |
| CX Institutional | 0.00% | New | 86 | $8K |
| Cheviot Value Management, LLC | 0.00% | No change | 68 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.4% | 70 | $7K |
| Winch Advisory Services, LLC | 0.00% | Add +18.5% | 64 | $6K |
| Signaturefd, LLC | 0.00% | No change | 56 | $6K |
| Wagner Wealth Management, LLC | 0.00% | No change | 55 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | — | 38 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | New | 38 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 37 | $4K |
| Fifth Third Bancorp | 0.00% | Reduce -87.7% | 32 | $3K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 31 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +16.0% | 29 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -50.0% | 25 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | New | 6 | $590 |
| Anchor Investment Management, LLC | 0.00% | New | 3 | $295 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $98 |
"% 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.