Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q3 2025 (September 30)397holders +2
36new positions
30sold out
2famous investors
$104.93avg. 13F price*
At the end of Q3 2025, 397 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 2 from Q2 2025. 36 opened new positions and 30 sold out. The largest holders were LPL Financial LLC ($519.6M), Morgan Stanley ($226.8M) and Vantagepoint Investment Advisers LLC ($158.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $208.7M |
| Exits | 30 | $94.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,521,830 shares bought and 3,242,705 shares sold, net +279,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 397 holders
| LPL Financial LLC | 0.15% | Add +0.7% | 4,950,085 | $519.6M |
| Morgan Stanley | 0.01% | Add +7.3% | 2,160,409 | $226.8M |
| Vantagepoint Investment Advisers LLC | 1.29% | New | 1,506,189 | $158.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -14.4% | 1,308,032 | $137.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -18.1% | 1,187,406 | $124.6M |
| Cetera Investment Advisers | 0.14% | Add +52.8% | 1,171,731 | $123.0M |
| Raymond James Financial Inc. | 0.03% | Reduce -3.2% | 980,272 | $102.9M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -5.3% | 967,085 | $101.5M |
| Jones Financial Companies LLLP | 0.05% | Add +17.0% | 706,521 | $74.2M |
| Bank of America Corp. | 0.01% | Add +15.1% | 650,657 | $68.3M |
| Wells Fargo & Company | 0.01% | Reduce -7.5% | 520,475 | $54.6M |
| Osaic Holdings, Inc. | 0.07% | Add +3.8% | 509,380 | $53.4M |
| Focus Partners Wealth | 0.08% | Add +5.8% | 455,761 | $47.8M |
| Stifel Financial Corp. | 0.04% | Add +0.9% | 449,728 | $47.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -6.6% | 366,283 | $38.4M |
| Straightline Group LLC | 20.79% | Add +6.5% | 343,563 | $36.1M |
| Focus Financial Network, Inc. | 1.19% | Add +2.4% | 319,064 | $33.5M |
| Trilogy Capital Inc. | 1.52% | Reduce -4.5% | 313,294 | $32.9M |
| TruWealth Advisors, LLC | 1.64% | Add +1.8% | 309,091 | $32.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -37.6% | 307,845 | $32.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -37.1% | 302,746 | $31.8M |
| NewEdge Advisors, LLC | 0.14% | Add +3.4% | 301,634 | $31.7M |
| UMB Bank, n.a. | 0.46% | Add +9.3% | 296,526 | $31.1M |
| Crestwood Advisors Group, LLC | 0.50% | Add +3.8% | 278,394 | $29.2M |
| Capital Planning Advisors, LLC | 3.96% | Add +0.3% | 274,950 | $28.9M |
| Royal Bank of Canada | 0.00% | Reduce -7.4% | 238,593 | $25.0M |
| Atlantic Union Bankshares Corp | 0.45% | Add +13.1% | 225,703 | $23.7M |
| Private Advisor Group, LLC | 0.10% | Add +6.7% | 196,607 | $20.6M |
| UBS Group AG | 0.00% | Reduce -10.9% | 188,051 | $19.7M |
| KPP Advisory Services LLC | 2.90% | Reduce -0.9% | 186,274 | $19.6M |
| MML Investors Services, LLC | 0.05% | Reduce -47.5% | 182,940 | $19.2M |
| Trust Co. of Toledo NA | 1.84% | Add +9.1% | 174,793 | $18.3M |
| WFA Asset Management Corp | 9.54% | Add +20.7% | 171,079 | $17.5M |
| Foundations Investment Advisors, LLC | 0.25% | Reduce -2.6% | 164,359 | $17.3M |
| Sax Wealth Advisors, LLC | 0.92% | Add +9.4% | 163,570 | $17.2M |
| Equitable Holdings, Inc. | 0.13% | Add +3.7% | 162,393 | $17.0M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -3.3% | 155,426 | $16.3M |
| Hunter Associates Investment Management LLC | 2.19% | Add +7.9% | 150,158 | $15.8M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +2.9% | 147,276 | $15.5M |
| Family Investment Center, Inc. | 3.08% | Add +1.4% | 141,467 | $14.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.50% | Add +9.4% | 137,633 | $14.4M |
| Wealthspire Retirement, LLC | 0.92% | Add +6.0% | 137,114 | $14.4M |
| Masso Torrence Wealth Management Inc. | 5.91% | Add +1.0% | 135,415 | $14.2M |
| Bleakley Financial Group, LLC | 0.32% | Add +13.5% | 131,235 | $13.8M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -20.2% | 125,053 | $13.1M |
| WCG Wealth Advisors LLC | 0.82% | Add +14.5% | 123,910 | $13.0M |
| Cwm, LLC | 0.04% | Add +836.7% | 118,759 | $12.5M |
| Madrona Financial Services, LLC | 2.73% | Add +1.4% | 117,678 | $12.4M |
| Sowell Financial Services LLC | 0.46% | Add +1.8% | 114,382 | $12.0M |
| First International Bank & Trust | 4.12% | Reduce -1.3% | 113,058 | $11.9M |
| NBZ Investment Advisors LLC | 6.14% | Add +11.6% | 111,767 | $11.7M |
| Traction Financial Partners, LLC | 7.18% | Add +14.3% | 110,809 | $11.6M |
| Smith, Moore & Co. | 0.87% | Add +1.0% | 108,105 | $11.3M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +5.8% | 107,474 | $11.3M |
| Fifth Third Securities, Inc. | 0.76% | Reduce -1.2% | 106,417 | $11.2M |
| Corecam Pte. Ltd. | 5.96% | Add +7.5% | 106,370 | $11.2M |
| Enzi Wealth | 3.91% | Add +0.6% | 106,874 | $11.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -8.4% | 98,376 | $10.3M |
| Thoroughbred Financial Services, LLC | 0.62% | Reduce -1.4% | 95,354 | $10.0M |
| Merit Financial Group, LLC | 0.09% | Reduce -1.3% | 90,797 | $9.5M |
| WESCAP Management Group, Inc. | 1.99% | Add +3.8% | 90,263 | $9.5M |
| Precedent Wealth Partners, LLC | 2.08% | Add +14.5% | 90,134 | $9.5M |
| Equitable Trust Co. | 0.43% | New | 88,446 | $9.3M |
| Modern Wealth Management, LLC | 0.18% | Add +1.2% | 86,837 | $9.1M |
| Dahring | Cusmano LLC | 6.58% | Add +4.9% | 86,779 | $9.1M |
| Altus Wealth Group LLC | 3.73% | Reduce -3.8% | 86,493 | $9.1M |
| NewEdge Wealth, LLC | 0.12% | Reduce -12.4% | 83,609 | $8.6M |
| Concord Wealth Partners | 1.18% | Add +1.0% | 81,181 | $8.5M |
| Concord Asset Management, LLC | 1.51% | Reduce -1.3% | 79,325 | $8.3M |
| Trivium Point Advisory, LLC | 0.84% | Add +6.2% | 78,521 | $8.2M |
| Clark Wealth Partners | 4.98% | Add +85.5% | 79,744 | $8.2M |
| Prevail Innovative Wealth Advisors, LLC | 1.49% | Add +15.6% | 73,044 | $7.7M |
| Atticus Wealth Management, LLC | 1.93% | Reduce -0.3% | 72,866 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.42% | Add +3.5% | 72,451 | $7.6M |
| IHT Wealth Management, LLC | 0.19% | Add +3.9% | 72,096 | $7.6M |
| DHJJ Financial Advisors, Ltd. | 2.49% | Add +3.4% | 69,843 | $7.3M |
| Anfield Capital Management, LLC | 2.14% | Add +2.8% | 69,235 | $7.3M |
| USAdvisors Wealth Management, LLC | 2.49% | Add +5.1% | 68,826 | $7.2M |
| Mgo One Seven LLC | 0.17% | Reduce -7.4% | 68,788 | $7.2M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +2.3% | 68,046 | $7.1M |
| Harbour Investments, Inc. | 0.16% | Add +7.2% | 66,384 | $7.0M |
| Principal Securities, Inc. | 0.11% | Reduce -6.0% | 65,720 | $6.9M |
| Level Four Advisory Services, LLC | 0.24% | Reduce -10.2% | 65,430 | $6.9M |
| Berkeley, Inc | 2.20% | Add +4.7% | 65,230 | $6.8M |
| Principle Wealth Partners LLC | 0.38% | Reduce -7.9% | 62,476 | $6.6M |
| Mason & Associates Inc | 1.30% | Add +5.5% | 61,525 | $6.5M |
| Burns Matteson Capital Management, LLC | 2.69% | Add +2.3% | 61,036 | $6.4M |
| Liberty Square Wealth Partners LLC | 1.97% | Add +35.8% | 60,861 | $6.4M |
| Spectrum Wealth Advisory Group, LLC | 2.60% | Reduce -70.9% | 60,116 | $6.3M |
| Lighthouse Wealth Management Inc. | 5.09% | Reduce -15.6% | 59,685 | $6.3M |
| Adamsbrown Wealth Consultants LLC | 1.64% | Reduce -74.7% | 56,814 | $6.0M |
| Denver Wealth Management, Inc. | 2.19% | Add +390.9% | 56,735 | $6.0M |
| Forge Financial Services LLC | 2.78% | Add +7.6% | 56,402 | $5.9M |
| Aspen Wealth Strategies, LLC | 3.31% | Reduce -2.4% | 56,252 | $5.9M |
| World Investment Advisors | 0.12% | Add +3.8% | 55,939 | $5.9M |
| Liberty One Investment Management, LLC | 0.33% | Reduce -2.5% | 55,721 | $5.8M |
| CENTRAL TRUST Co | 0.12% | Reduce -3.4% | 55,294 | $5.8M |
| WealthCare Investment Partners, LLC | 1.85% | Reduce -5.6% | 54,260 | $5.7M |
| Snider Financial Group | 1.49% | Add +1.4% | 52,025 | $5.5M |
| PCG Wealth Advisors, LLC | 1.58% | New | 51,688 | $5.4M |
| TrueWealth Advisors, LLC | 1.46% | Reduce -17.5% | 51,473 | $5.4M |
| Perennial Investment Advisors, LLC | 0.45% | Reduce -2.4% | 51,423 | $5.4M |
| PSI Advisors, LLC | 1.39% | New | 51,165 | $5.4M |
| Mascagni Wealth Management, Inc. | 4.14% | Reduce -7.8% | 51,036 | $5.4M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $5.2M |
| Live Oak Investment Partners | 3.28% | Add +9.1% | 47,128 | $4.9M |
| PFG Advisors | 0.20% | Reduce -0.7% | 45,647 | $4.8M |
| Gotham Asset Management | 0.02% | Add +1.7% | 45,222 | $4.7M |
| Journey Advisory Group, LLC | 0.35% | Add +2.7% | 44,571 | $4.7M |
| Vista Cima Wealth Management LLC | 3.90% | Add +4.6% | 44,539 | $4.7M |
| Silver Coast Investments LLC | 1.48% | New | 40,915 | $4.3M |
| Tudor Investment Corporation | 0.03% | Add +102.5% | 39,274 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -1.8% | 38,448 | $4.0M |
| Victory Financial Group, LLC | 0.55% | Reduce -0.4% | 38,252 | $4.0M |
| CPC Advisors, LLC | 0.42% | Reduce -2.7% | 38,111 | $4.0M |
| Concentrum Wealth Management | 1.14% | Add +7.8% | 37,573 | $3.9M |
| EWG Elevate Inc. | 1.23% | New | 37,551 | $3.9M |
| Equity Wealth Partners, LLC | 3.19% | — | 37,472 | $3.9M |
| American National Bank of Texas | 3.57% | — | 36,094 | $3.8M |
| Sagace Wealth Management LLC | 2.54% | Add +0.6% | 35,591 | $3.7M |
| Sigma Planning Corp | 0.11% | Reduce -15.9% | 35,481 | $3.7M |
| MAI Capital Management | 0.02% | Reduce -1.3% | 35,228 | $3.7M |
| Financial Partners Group, Inc | 0.46% | Reduce -2.4% | 35,100 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -14.2% | 35,129 | $3.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.0% | 34,734 | $3.6M |
| Mariner, LLC | 0.00% | Reduce -0.1% | 34,310 | $3.6M |
| &partners | 0.02% | Add +9.3% | 34,084 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +0.9% | 33,855 | $3.6M |
| Eastern Bank | 0.06% | Reduce -9.2% | 33,824 | $3.6M |
| Penobscot Wealth Management | 1.14% | Reduce -3.0% | 33,707 | $3.5M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.5% | 33,103 | $3.5M |
| Centerpoint Advisory Group | 2.69% | Reduce -0.2% | 32,949 | $3.5M |
| Bfsg, LLC | 0.33% | Add +5.1% | 32,829 | $3.4M |
| Kingsview Wealth Management, LLC | 0.05% | Add +116.5% | 31,801 | $3.3M |
| Duncan Williams Asset Management, LLC | 0.93% | Add +36.0% | 31,478 | $3.3M |
| LYNX Capital Group Ltd. | 1.53% | Add +4.4% | 31,470 | $3.3M |
| RFG Advisory, LLC | 0.07% | New | 31,117 | $3.3M |
| Onyx Bridge Wealth Group LLC | 0.35% | Reduce -70.0% | 30,338 | $3.2M |
| Family Capital Management, Inc. | 1.47% | Reduce -2.6% | 29,404 | $3.1M |
| Atlantic Edge Private Wealth Management, LLC | 0.78% | Reduce -3.6% | 29,014 | $3.0M |
| Venturi Wealth Management, LLC | 0.14% | Add +20.8% | 28,821 | $3.0M |
| Sovran Advisors, LLC | 0.26% | Reduce -25.2% | 28,418 | $2.9M |
| United Asset Strategies, Inc. | 0.23% | Reduce -4.9% | 27,460 | $2.9M |
| Advisory Services Network, LLC | 0.04% | Reduce -31.4% | 27,291 | $2.9M |
| Milestone Investment Advisors LLC | 0.71% | Reduce -18.2% | 27,266 | $2.9M |
| Mfa Wealth Advisors, LLC | 0.61% | Reduce -8.0% | 26,759 | $2.8M |
| Waverly Advisors, LLC | 0.03% | Add +2.4% | 26,480 | $2.8M |
| New Insight Wealth Advisors | 1.02% | Add +10.5% | 25,792 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -9.5% | 25,726 | $2.7M |
| Harbor Asset Planning, Inc. | 2.34% | Reduce -4.2% | 24,878 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -13.6% | 24,012 | $2.5M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -17.6% | 23,501 | $2.5M |
| Creative Planning | 0.00% | Add +19.6% | 23,346 | $2.5M |
| Horizon Family Wealth, Inc. | 1.40% | Add +0.0% | 23,213 | $2.4M |
| Wiser Advisor Group LLC | 2.89% | New | 22,113 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -3.9% | 21,779 | $2.3M |
| GeoWealth Management, LLC | 0.08% | Reduce -4.1% | 21,565 | $2.3M |
| Independent Advisor Alliance | 0.06% | Reduce -1.2% | 21,467 | $2.3M |
| Firestone Capital Management | 0.48% | No change | 21,255 | $2.2M |
| SkyView Investment Advisors, LLC | 0.28% | Add +0.5% | 21,015 | $2.2M |
| GPS Wealth Strategies Group, LLC | 0.23% | Add +4.3% | 20,748 | $2.2M |
| Secure Asset Management, LLC | 0.36% | Reduce -1.4% | 20,690 | $2.2M |
| Marshall Financial Group, LLC | 0.42% | Add +3.1% | 20,627 | $2.2M |
| Sonoma Allocations LLC | 0.74% | — | 19,619 | $2.0M |
| Independent Financial Group, LLC | 0.05% | Add +10.3% | 18,462 | $1.9M |
| Creative Financial Designs Inc. | 0.13% | Reduce -0.9% | 18,061 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.6% | 17,037 | $1.8M |
| Brown Miller Wealth Management, LLC | 0.50% | Add +5.9% | 16,786 | $1.8M |
| New Millennium Group LLC | 0.80% | Reduce -60.9% | 16,569 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.3% | 16,258 | $1.7M |
| Adapt Wealth Advisors, LLC | 0.63% | New | 16,165 | $1.7M |
| Harbor Investment Advisory, LLC | 0.14% | Add +13.8% | 15,757 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 15,500 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.59% | Reduce -4.3% | 15,451 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +9.1% | 15,398 | $1.6M |
| Hansen & Associates Financial Group, Inc. | 0.67% | New | 15,514 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +26.4% | 14,658 | $1.5M |
| Biltmore Family Office, LLC | 0.22% | No change | 14,467 | $1.5M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -0.8% | 14,435 | $1.5M |
| Westfuller Advisors, LLC | 0.69% | Add +26.1% | 14,427 | $1.5M |
| Visionary Wealth Advisors | 0.07% | Reduce -52.9% | 14,139 | $1.5M |
| WPG Advisers, LLC | 1.15% | Reduce -0.1% | 14,102 | $1.5M |
| Roman Butler Fullerton & Co. | 0.40% | Add +0.3% | 14,163 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.10% | Reduce -3.3% | 13,996 | $1.5M |
| DORVAL Corp | 0.47% | No change | 13,514 | $1.4M |
| Mann Financial Group, Inc. | 1.39% | — | 13,452 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | Add +6.6% | 13,039 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +45.5% | 12,105 | $1.3M |
| GWN Securities Inc. | 0.28% | Reduce -2.4% | 11,658 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -19.0% | 11,425 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Reduce -3.0% | 11,235 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.14% | Add +8.0% | 11,229 | $1.2M |
| IFG Advisory, LLC | 0.05% | Reduce -8.5% | 11,168 | $1.2M |
| Centaurus Financial, Inc. | 0.05% | Reduce -4.2% | 11,127 | $1.2M |
| Nalls Sherbakoff Group, LLC | 0.79% | Add +0.6% | 11,102 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +8.9% | 11,040 | $1.2M |
| Tempus Wealth Planning, LLC | 0.27% | No change | 11,000 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +2.5% | 10,960 | $1.2M |
| Wingate Wealth Advisors, Inc. | 0.79% | Add +10.3% | 10,819 | $1.1M |
| XY Planning Network, Inc. | 0.38% | No change | 11,287 | $1.1M |
| Pacific Sun Financial Corp | 0.53% | Add +1.1% | 10,541 | $1.1M |
| Silver Oak Securities, Incorporated | 0.08% | Add +13.5% | 10,465 | $1.1M |
| Breakwater Capital Group | 0.16% | Add +2.2% | 10,364 | $1.1M |
| Opulen Financial Group LLC | 0.81% | Add +0.6% | 10,212 | $1.1M |
| TD Capital Management LLC | 0.10% | Reduce -28.9% | 10,162 | $1.1M |
| Ayalon Insurance Comp Ltd. | 0.27% | No change | 10,080 | $1.1M |
| Legacy Financial Advisors, Inc. | 0.14% | Add +3.8% | 9,933 | $1.0M |
| HM Payson & Co. | 0.01% | No change | 9,900 | $1.0M |
| Pacific Center for Financial Services | 0.26% | Reduce -4.9% | 9,852 | $1.0M |
| Hengehold Capital Management LLC | 0.09% | Reduce -9.5% | 9,488 | $996K |
| Forum Private Client Group LLC | 0.34% | Add +9.6% | 9,194 | $965K |
| Global Retirement Partners, LLC | 0.02% | Reduce -1.8% | 9,033 | $948K |
| FMR LLC | 0.00% | Add +14.8% | 9,030 | $948K |
| Comerica Bank | 0.00% | Reduce -8.8% | 8,867 | $931K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +120.9% | 8,688 | $912K |
| Golden State Wealth Management, LLC | 0.10% | Add +5.2% | 8,597 | $902K |
| Key Client Fiduciary Advisors, LLC | 0.28% | Add +3.3% | 7,962 | $836K |
| Syntegra Private Wealth Group, LLC | 0.08% | Reduce -96.2% | 7,731 | $811K |
| Tableaux LLC | 0.32% | Add +100.0% | 7,688 | $807K |
| Reliant Investment Partners, LLC | 0.62% | Reduce -0.2% | 7,508 | $790K |
| Berger Financial Group, Inc | 0.05% | Reduce -0.9% | 7,502 | $787K |
| Symphony Financial Services, Inc. | 0.42% | Add +11.9% | 7,425 | $779K |
| VestGen Advisors, LLC | 0.03% | Reduce -55.9% | 7,411 | $778K |
| Csenge Advisory Group | 0.04% | Add +1.7% | 7,265 | $763K |
| Arkadios Wealth Advisors | 0.02% | Reduce -7.9% | 7,201 | $756K |
| Fairway Financial, LLC | 0.58% | Add +10.0% | 7,030 | $738K |
| PFG Investments, LLC | 0.04% | New | 7,020 | $737K |
| Whitaker-Myers Wealth Managers, LTD. | 0.16% | Reduce -0.7% | 6,980 | $733K |
| Meridian Financial Advisors, LLC | 0.41% | Reduce -2.9% | 6,974 | $732K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -19.9% | 6,967 | $731K |
| Bank of Marin | 0.52% | Add +10.6% | 6,967 | $731K |
| Trustmark Bank Trust Department | 0.05% | No change | 6,912 | $725K |
| JPMorgan Chase & Co. | 0.00% | Add +1182.6% | 6,849 | $719K |
| Clearstead Advisors, LLC | 0.01% | No change | 6,788 | $712K |
| JBR Co Financial Management Inc | 0.29% | Add +0.3% | 6,561 | $689K |
| Redwood Financial Network Corp | 0.43% | Reduce -6.2% | 6,502 | $682K |
| TAGStone Capital, Inc. | 0.27% | Add +18.9% | 6,402 | $672K |
| Moneco Advisors, LLC | 0.06% | Add +1.6% | 6,272 | $658K |
| Summit Financial, LLC | 0.01% | New | 6,236 | $655K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 6,200 | $651K |
| Money Concepts Capital Corp. | 0.04% | Add +3.1% | 6,131 | $644K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.7% | 6,104 | $641K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +27.7% | 5,894 | $619K |
| Southland Equity Partners LLC | 0.12% | Add +7.5% | 5,738 | $602K |
| BAM Wealth Management, LLC | 0.47% | — | 5,721 | $600K |
| Solutions 4 Wealth, Ltd | 0.93% | Add +5.6% | 5,713 | $600K |
| Hilltop Holdings Inc. | 0.03% | Add +0.7% | 5,684 | $597K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.1% | 5,581 | $588K |
| Western Wealth Management, LLC | 0.03% | Add +39.5% | 5,582 | $586K |
| Calton & Associates, Inc. | 0.08% | Add +3.5% | 5,359 | $562K |
| Gateway Investment Advisers LLC | 0.01% | New | 5,188 | $545K |
| Twin Peaks Wealth Advisors, LLC | 0.18% | Reduce -3.5% | 5,130 | $538K |
| Mutual Advisors, LLC | 0.01% | Add +8.3% | 4,996 | $525K |
| Baird Financial Group, Inc. | 0.00% | New | 4,822 | $506K |
| GGM Financial LLC | 0.25% | Reduce -40.2% | 4,793 | $503K |
| Krilogy Financial LLC | 0.02% | New | 4,809 | $495K |
| Cary Street Partners Financial LLC | 0.01% | Add +5.9% | 4,699 | $493K |
| HRT Financial LP | 0.00% | New | 4,675 | $490K |
| Alaska Wealth Advisors, LLC | 0.06% | Reduce -25.3% | 4,657 | $489K |
| Farther Finance Advisors, LLC | 0.01% | Add +857.2% | 4,604 | $483K |
| Atria Investments, Inc | 0.01% | Add +15.7% | 4,584 | $481K |
| NFSG Corp | 0.07% | Reduce -8.0% | 4,555 | $478K |
| Hancock Whitney Corp. | 0.01% | No change | 4,505 | $473K |
| Brookstone Capital Management | 0.01% | Reduce -0.4% | 4,477 | $470K |
| Nwam LLC | 0.03% | Reduce -2.8% | 4,427 | $462K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -4.0% | 4,382 | $460K |
| Cathy Pareto & Associates, Inc. | 0.34% | Reduce -16.3% | 4,343 | $456K |
| Investmark Advisory Group LLC | 0.19% | No change | 4,275 | $449K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +106.2% | 4,325 | $447K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -81.9% | 4,249 | $446K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 4,218 | $443K |
| Annex Advisory Services, LLC | 0.01% | Reduce -38.7% | 4,184 | $439K |
| Ameriflex Group, Inc. | 0.16% | Add +1774.5% | 4,124 | $433K |
| Schwallier Wealth Management LLC | 0.27% | Reduce -59.2% | 4,098 | $430K |
| Axis Wealth Partners, LLC | 0.25% | Add +14.0% | 4,080 | $428K |
| Johnson Investment Counsel Inc. | 0.00% | Add +8.6% | 3,994 | $419K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +35.0% | 3,926 | $412K |
| HRC Wealth Management, LLC | 0.20% | Add +1.6% | 3,911 | $411K |
| OMNI 360 Wealth, Inc. | 0.23% | Reduce -10.7% | 3,866 | $406K |
| Regal Investment Advisors LLC | 0.03% | Add +13.0% | 3,862 | $405K |
| Brown Financial Advisory | 0.21% | Reduce -8.8% | 3,855 | $405K |
| Narus Financial Partners, LLC | 0.11% | Add +44.1% | 3,822 | $401K |
| Benjamin Edwards Inc. | 0.00% | Reduce -48.5% | 3,821 | $401K |
| Willner & Heller, LLC | 0.31% | Add +1.6% | 3,789 | $398K |
| Kraft, Davis & Associates, LLC | 0.10% | No change | 3,733 | $392K |
| Northwest Financial Advisors | 0.50% | Add +38.9% | 3,730 | $391K |
| OneAscent Wealth Management LLC | 0.13% | Reduce -4.8% | 3,613 | $379K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Add +0.1% | 3,569 | $375K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -79.5% | 3,527 | $370K |
| Elm3 Financial Group, LLC | 0.30% | Reduce -28.2% | 3,513 | $369K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.4% | 3,448 | $362K |
| Jane Street Group, LLC | 0.00% | Reduce -91.1% | 3,434 | $360K |
| Colonial River Investments, LLC | 0.13% | Reduce -13.1% | 3,379 | $355K |
| Trexquant Investment LP | 0.00% | Reduce -17.6% | 3,370 | $354K |
| Summit Wealth Group LLC / Co. | 0.04% | New | 1,686 | $353K |
| Koshinski Asset Management, Inc. | 0.02% | Add +1.8% | 3,303 | $347K |
| Kovack Advisors, Inc. | 0.03% | Reduce -91.8% | 3,237 | $340K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 3,221 | $338K |
| AE Wealth Management LLC | 0.00% | Reduce -5.9% | 3,219 | $338K |
| Evolution Wealth Management Inc. | 0.34% | No change | 3,143 | $330K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,955 | $310K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +14.8% | 2,952 | $310K |
| Andina Capital Management, LLC | 0.17% | Reduce -12.7% | 2,946 | $309K |
| CWC Advisors, LLC. | 0.15% | Add +5.6% | 2,898 | $304K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -32.5% | 2,882 | $302K |
| Nikulski Financial, Inc. | 0.07% | Add +0.3% | 2,820 | $296K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -28.3% | 2,789 | $293K |
| US Bancorp \de | 0.00% | Reduce -16.0% | 2,776 | $291K |
| Betterment LLC | 0.00% | Reduce -1.7% | 2,708 | $284K |
| Signal Advisors Wealth, LLC | 0.03% | New | 2,696 | $283K |
| Goepper Burkhardt LLC | 0.09% | Reduce -45.5% | 2,630 | $276K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +7.0% | 2,603 | $273K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -25.1% | 2,598 | $273K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -60.9% | 2,594 | $272K |
| Wimmer Associates 1, LLC | 0.13% | Reduce -32.1% | 2,535 | $266K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,535 | $266K |
| Synergy Investment Management, LLC | 0.10% | New | 2,526 | $265K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -26.0% | 2,487 | $261K |
| Snowden Capital Advisors LLC | 0.01% | Add +4.6% | 2,463 | $258K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,432 | $255K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -33.4% | 2,400 | $252K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -35.6% | 2,334 | $245K |
| Integrated Advisors Network LLC | 0.01% | Add +1.1% | 2,304 | $242K |
| Global Assets Advisory, LLC | 0.07% | Reduce -6.2% | 2,300 | $241K |
| Schrum Private Wealth Management LLC | 0.18% | No change | 2,300 | $241K |
| Financial Freedom, LLC | 0.12% | Reduce -78.7% | 2,295 | $241K |
| Synovus Financial Corp. | 0.00% | New | 2,256 | $237K |
| Compass Financial Services Inc | 0.10% | Reduce -42.6% | 2,188 | $230K |
| Continuum Advisory, LLC | 0.02% | Reduce -18.2% | 2,157 | $226K |
| Chemistry Wealth Management LLC | 0.04% | No change | 2,146 | $225K |
| Capstone Capital LLC | 0.15% | No change | 2,130 | $224K |
| Florida Financial Advisors, LLC | 0.07% | New | 2,092 | $220K |
| Cresset Asset Management, LLC | 0.00% | New | 2,049 | $215K |
| Capital Square, LLC | 0.11% | New | 2,048 | $215K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 2,000 | $210K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 2,000 | $210K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,000 | $210K |
| Private Trust Co. NA | 0.02% | Reduce -29.0% | 1,998 | $210K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -3.6% | 1,989 | $209K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -9.7% | 1,984 | $208K |
| Allie Family Office LLC | 0.10% | New | 1,983 | $208K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -65.5% | 1,945 | $204K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,922 | $202K |
| Richards, Merrill & Peterson, Inc. | 0.07% | No change | 1,604 | $168K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -22.3% | 1,539 | $162K |
| Capital Analysts, LLC | 0.00% | Add +200.0% | 1,446 | $152K |
| IFP Advisors, Inc | 0.00% | Add +6.0% | 1,355 | $142K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -96.6% | 1,291 | $136K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,250 | $131K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +118000.0% | 1,181 | $124K |
| Bogart Wealth, LLC | 0.00% | Reduce -25.4% | 1,157 | $121K |
| Allworth Financial LP | 0.00% | Add +458.7% | 1,151 | $121K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,064 | $109K |
| MPWM Advisory Solutions, LLC | 0.06% | No change | 1,035 | $109K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -0.9% | 836 | $88K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 780 | $82K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 683 | $72K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -76.6% | 520 | $55K |
| Bessemer Group Inc. | 0.00% | No change | 475 | $50K |
| Valley National Advisers Inc. | 0.01% | No change | 451 | $47K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -3.7% | 447 | $47K |
| Lanark Financial, Inc. | 0.00% | No change | 443 | $46K |
| Russell Investments Group, Ltd. | 0.00% | Add +1420.7% | 441 | $46K |
| Clearstead Trust, LLC | 0.01% | Add +276.7% | 388 | $41K |
| Sarver Vrooman Wealth Advisors | 0.02% | Add +1.7% | 361 | $38K |
| Crewe Advisors LLC | 0.00% | No change | 361 | $38K |
| Root Financial Partners, LLC | 0.00% | New | 343 | $36K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $32K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 277 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +127.2% | 259 | $27K |
| Larson Financial Group LLC | 0.00% | No change | 252 | $26K |
| LRI Investments, LLC | 0.00% | No change | 209 | $22K |
| Tsfg, LLC | 0.00% | No change | 200 | $21K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $21K |
| Caitlin John, LLC | 0.01% | New | 171 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Add +62.5% | 156 | $16K |
| Assetmark, Inc. | 0.00% | Reduce -20.6% | 150 | $16K |
| Ancora Advisors LLC | 0.00% | No change | 147 | $15K |
| CoreCap Advisors, LLC | 0.00% | New | 140 | $15K |
| Salem Investment Counselors Inc. | 0.00% | No change | 136 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 130 | $14K |
| Abich Financial Wealth Management LLC | 0.00% | — | 120 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $12K |
| SJS Investment Consulting Inc. | 0.00% | New | 108 | $11K |
| CX Institutional | 0.00% | No change | 86 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 70 | $7K |
| Cheviot Value Management, LLC | 0.00% | No change | 68 | $7K |
| Signaturefd, LLC | 0.00% | No change | 56 | $6K |
| Wagner Wealth Management, LLC | 0.00% | No change | 55 | $6K |
| Winch Advisory Services, LLC | 0.00% | Reduce -15.6% | 54 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 37 | $4K |
| Noble Wealth Management PBC | 0.00% | — | 37 | $4K |
| Citigroup Inc. | 0.00% | New | 36 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 31 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | Add +400.0% | 30 | $3K |
| Roxbury Financial LLC | 0.00% | Reduce -99.5% | 10 | $1K |
| Anchor Investment Management, LLC | 0.00% | No change | 3 | $315 |
"% 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.