Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q4 2025 (December 31)422holders +25
34new positions
33sold out
3famous investors
$102.50avg. 13F price*
At the end of Q4 2025, 422 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 25 from Q3 2025. 34 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($473.4M), Morgan Stanley ($247.1M) and Vantagepoint Investment Advisers LLC ($143.4M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $29.0M |
| Exits | 33 | $30.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,940,464 shares bought and 1,697,556 shares sold, net +242,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| LPL Financial LLC | 0.13% | Reduce -6.6% | 4,622,130 | $473.4M |
| Morgan Stanley | 0.01% | Add +11.7% | 2,413,021 | $247.1M |
| Vantagepoint Investment Advisers LLC | 1.15% | Reduce -7.0% | 1,400,550 | $143.4M |
| Cetera Investment Advisers | 0.15% | Add +11.6% | 1,307,111 | $133.9M |
| Ameriprise Financial Inc. | 0.03% | Add +0.3% | 1,191,339 | $122.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -10.7% | 1,168,200 | $119.6M |
| Raymond James Financial Inc. | 0.03% | Reduce -1.4% | 966,036 | $98.9M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -0.8% | 959,334 | $98.3M |
| Jones Financial Companies LLLP | 0.05% | Add +15.0% | 812,479 | $83.2M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 643,460 | $65.9M |
| Wells Fargo & Company | 0.01% | Add +8.2% | 563,133 | $57.7M |
| Focus Partners Wealth | 0.05% | Reduce -0.9% | 451,830 | $47.0M |
| Stifel Financial Corp. | 0.04% | Reduce -1.9% | 441,293 | $45.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -16.3% | 426,523 | $43.7M |
| Straightline Group LLC | 20.98% | Add +3.1% | 354,219 | $38.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -6.9% | 340,970 | $34.9M |
| Focus Financial Network, Inc. | 1.18% | Add +3.3% | 329,674 | $33.8M |
| Equitable Trust Co. | 1.51% | Add +272.7% | 329,642 | $33.8M |
| TruWealth Advisors, LLC | 1.64% | Add +6.1% | 328,001 | $33.6M |
| Trilogy Capital Inc. | 1.42% | Reduce -0.7% | 311,051 | $31.9M |
| NewEdge Advisors, LLC | 0.12% | Add +3.0% | 310,765 | $31.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.7% | 310,024 | $31.8M |
| UMB Bank, n.a. | 0.42% | Add +4.1% | 308,809 | $31.6M |
| Crestwood Advisors Group, LLC | 0.49% | Add +2.6% | 285,766 | $29.3M |
| Capital Planning Advisors, LLC | 3.75% | Reduce -0.3% | 274,130 | $28.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -15.7% | 255,238 | $26.1M |
| Atlantic Union Bankshares Corp | 0.48% | Add +11.2% | 251,020 | $25.7M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 248,095 | $25.4M |
| Private Advisor Group, LLC | 0.11% | Add +16.9% | 229,822 | $23.5M |
| Sax Wealth Advisors, LLC | 0.92% | Add +17.0% | 191,398 | $19.6M |
| KPP Advisory Services LLC | 2.82% | Add +1.6% | 189,315 | $19.4M |
| MML Investors Services, LLC | 0.05% | Add +1.4% | 185,451 | $19.0M |
| Blue Water Asset Management | 6.83% | — | 185,326 | $19.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +17.0% | 181,866 | $18.6M |
| Trust Co. of Toledo NA | 1.83% | Add +3.6% | 181,072 | $18.5M |
| UBS Group AG | 0.00% | Reduce -3.9% | 180,738 | $18.5M |
| Foundations Investment Advisors, LLC | 0.22% | Reduce -0.7% | 163,284 | $16.7M |
| Everest Financial Group LLC | 3.71% | — | 161,743 | $16.6M |
| Hunter Associates Investment Management LLC | 2.20% | Add +7.1% | 160,795 | $16.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.52% | Add +4.8% | 144,273 | $14.8M |
| Family Investment Center, Inc. | 2.95% | Add +0.8% | 142,614 | $14.6M |
| Wealthspire Retirement, LLC | 0.88% | Add +3.6% | 142,002 | $14.5M |
| Farther Finance Advisors, LLC | 0.15% | Add +2937.6% | 139,853 | $14.3M |
| WCG Wealth Advisors LLC | 0.40% | Add +12.8% | 139,727 | $14.3M |
| Equitable Holdings, Inc. | 0.10% | Reduce -14.1% | 139,533 | $14.3M |
| Bleakley Financial Group, LLC | 0.24% | Add +2.6% | 134,639 | $13.8M |
| Cwm, LLC | 0.04% | Add +12.2% | 133,261 | $13.6M |
| Corecam Pte. Ltd. | 7.04% | Add +21.7% | 129,470 | $13.3M |
| NBZ Investment Advisors LLC | 5.48% | Add +9.8% | 122,663 | $12.6M |
| Madrona Financial Services, LLC | 2.64% | Add +2.4% | 120,448 | $12.3M |
| HighPoint Advisor Group LLC | 0.27% | New | 120,231 | $12.3M |
| Sowell Financial Services LLC | 0.45% | Add +4.1% | 119,044 | $12.2M |
| Traction Financial Partners, LLC | 7.13% | Add +6.0% | 117,406 | $12.0M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +5.2% | 113,037 | $11.6M |
| Merit Financial Group, LLC | 0.09% | Add +16.5% | 105,797 | $10.8M |
| WESCAP Management Group, Inc. | 2.09% | Add +11.7% | 100,858 | $10.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.2% | 99,583 | $10.2M |
| Capital Developers, LLC | 8.96% | — | 97,624 | $10.0M |
| Oasis Advisors, LLC | 5.29% | — | 97,525 | $10.0M |
| Prevail Innovative Wealth Advisors, LLC | 1.75% | Add +30.9% | 95,633 | $9.8M |
| Precedent Wealth Partners, LLC | 2.05% | Add +5.7% | 95,278 | $9.8M |
| Wealth Enhancement Trust Services, Inc. | 1.18% | — | 91,198 | $9.3M |
| Thoroughbred Financial Services, LLC | 0.55% | Reduce -4.4% | 91,153 | $9.3M |
| Dahring | Cusmano LLC | 6.39% | Add +3.4% | 89,764 | $9.2M |
| Altus Wealth Group LLC | 3.61% | Add +2.0% | 88,267 | $9.0M |
| Modern Wealth Management, LLC | 0.16% | Add +0.0% | 86,858 | $8.9M |
| Fifth Third Securities, Inc. | 0.57% | Reduce -20.2% | 84,966 | $8.7M |
| Concord Wealth Partners | 1.13% | Add +4.6% | 84,917 | $8.7M |
| Willow Financial LLC | 8.63% | — | 82,895 | $8.5M |
| Liberty Square Wealth Partners LLC | 2.41% | Add +35.6% | 82,514 | $8.5M |
| Cornerstone Wealth Management, LLC | 0.44% | Add +13.4% | 82,160 | $8.4M |
| Concord Asset Management, LLC | 1.46% | Add +3.4% | 82,057 | $8.4M |
| Clark Wealth Partners | 4.98% | No change | 79,744 | $8.2M |
| NewEdge Wealth, LLC | 0.09% | Reduce -4.8% | 79,570 | $8.1M |
| Trivium Point Advisory, LLC | 0.82% | Add +0.9% | 79,231 | $8.1M |
| Investors Portfolio Services LLC | 7.18% | — | 77,882 | $8.0M |
| Harbour Investments, Inc. | 0.15% | Add +12.4% | 74,606 | $7.6M |
| Atticus Wealth Management, LLC | 1.83% | Reduce -0.5% | 72,520 | $7.4M |
| IHT Wealth Management, LLC | 0.18% | Reduce -0.1% | 71,985 | $7.4M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -51.6% | 71,284 | $7.3M |
| USAdvisors Wealth Management, LLC | 2.39% | Add +3.0% | 70,916 | $7.3M |
| DHJJ Financial Advisors, Ltd. | 2.40% | Add +0.9% | 70,505 | $7.2M |
| Anfield Capital Management, LLC | 2.27% | Add +1.4% | 70,189 | $7.2M |
| Tudor Investment Corporation | 0.04% | Add +76.2% | 69,192 | $7.1M |
| Principal Securities, Inc. | 0.11% | Add +2.0% | 67,058 | $6.9M |
| Denver Wealth Management, Inc. | 2.43% | Add +18.1% | 67,013 | $6.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -47.8% | 65,286 | $6.7M |
| Level Four Advisory Services, LLC | 0.22% | Reduce -0.7% | 64,945 | $6.7M |
| Mgo One Seven LLC | 0.14% | Reduce -5.9% | 64,711 | $6.6M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -7.3% | 63,074 | $6.5M |
| Corecam AG | 6.45% | — | 62,775 | $6.4M |
| Burns Matteson Capital Management, LLC | 2.55% | Add +1.7% | 62,056 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | New | 61,094 | $6.3M |
| Lighthouse Wealth Management Inc. | 4.15% | Reduce -0.7% | 59,284 | $6.1M |
| Principle Wealth Partners LLC | 0.34% | Reduce -5.5% | 59,028 | $6.0M |
| XY Planning Network, Inc. | 1.04% | Add +418.2% | 58,488 | $6.0M |
| Berkeley, Inc | 1.90% | Reduce -10.6% | 58,303 | $6.0M |
| Spectrum Wealth Advisory Group, LLC | 2.19% | Reduce -3.2% | 58,180 | $6.0M |
| PCG Wealth Advisors, LLC | 1.69% | Add +12.5% | 58,166 | $6.0M |
| Forge Financial Services LLC | 2.48% | Add +0.5% | 56,684 | $5.8M |
| American National Bank of Texas | 5.55% | Add +56.2% | 56,369 | $5.8M |
| Financial Management, Inc. | 5.48% | — | 56,282 | $5.8M |
| World Investment Advisors | 0.09% | Reduce -3.8% | 53,834 | $5.5M |
| Aspen Wealth Strategies, LLC | 2.90% | Reduce -8.0% | 51,747 | $5.3M |
| CENTRAL TRUST Co | 0.10% | Reduce -6.8% | 51,523 | $5.3M |
| PSI Advisors, LLC | 1.32% | Reduce -3.9% | 49,183 | $5.3M |
| WealthCare Investment Partners, LLC | 1.52% | Reduce -7.5% | 50,191 | $5.2M |
| Adamsbrown Wealth Consultants LLC | 1.45% | Reduce -10.5% | 50,833 | $5.2M |
| Mascagni Wealth Management, Inc. | 3.87% | Reduce -0.7% | 50,692 | $5.2M |
| Perennial Investment Advisors, LLC | 0.41% | Reduce -2.5% | 50,140 | $5.1M |
| PFG Advisors | 0.25% | Add +9.2% | 49,841 | $5.1M |
| Journey Advisory Group, LLC | 0.43% | Add +10.7% | 49,356 | $5.1M |
| TrueWealth Advisors, LLC | 1.31% | Reduce -4.2% | 49,308 | $5.1M |
| Gotham Asset Management | 0.02% | Add +9.0% | 49,307 | $5.1M |
| &partners | 0.03% | Add +42.7% | 48,635 | $5.0M |
| Live Oak Investment Partners | 2.99% | Add +0.7% | 47,447 | $4.9M |
| Vista Cima Wealth Management LLC | 4.01% | Add +5.3% | 46,913 | $4.8M |
| Financial Partners Group, Inc | 0.55% | Add +28.3% | 45,024 | $4.8M |
| MAI Capital Management | 0.03% | Add +31.4% | 46,276 | $4.7M |
| Silver Coast Investments LLC | 1.57% | Add +9.0% | 44,606 | $4.6M |
| Concentrum Wealth Management | 1.20% | Add +11.5% | 41,903 | $4.3M |
| Duncan Williams Asset Management, LLC | 1.06% | Add +26.4% | 39,778 | $4.3M |
| CPC Advisors, LLC | 0.42% | Add +6.7% | 40,652 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.4% | 38,074 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +1.8% | 39,151 | $4.0M |
| RFG Advisory, LLC | 0.07% | Add +20.6% | 37,536 | $3.8M |
| Equity Wealth Partners, LLC | 2.44% | Reduce -1.9% | 36,774 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.2% | 35,858 | $3.7M |
| Liberty One Investment Management, LLC | 0.47% | Reduce -35.7% | 35,818 | $3.7M |
| Sagace Wealth Management LLC | 2.49% | Add +0.4% | 35,723 | $3.7M |
| Penobscot Wealth Management | 1.10% | Add +3.0% | 34,729 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +0.7% | 34,096 | $3.5M |
| Sigma Planning Corp | 0.10% | Reduce -4.1% | 34,011 | $3.5M |
| Bfsg, LLC | 0.34% | Add +3.2% | 33,865 | $3.5M |
| Wealth Advisory Team LLC | 3.01% | — | 33,250 | $3.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +0.4% | 33,250 | $3.4M |
| Centerpoint Advisory Group | 2.57% | Reduce -1.3% | 32,524 | $3.3M |
| Venturi Wealth Management, LLC | 0.15% | Add +10.8% | 31,947 | $3.3M |
| LYNX Capital Group Ltd. | 1.49% | Add +0.8% | 31,720 | $3.2M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -2.1% | 31,136 | $3.2M |
| Mason & Associates Inc | 0.59% | Reduce -49.9% | 30,802 | $3.2M |
| Family Capital Management, Inc. | 1.39% | Add +4.0% | 30,572 | $3.1M |
| Onyx Bridge Wealth Group LLC | 0.32% | Reduce -1.9% | 29,765 | $3.0M |
| Enzi Wealth | 1.04% | Reduce -74.3% | 27,449 | $2.9M |
| New Insight Wealth Advisors | 1.05% | Add +11.5% | 28,757 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -16.8% | 28,546 | $2.9M |
| Western Wealth Management, LLC | 0.13% | Add +397.2% | 27,753 | $2.8M |
| Waverly Advisors, LLC | 0.02% | Add +4.5% | 27,663 | $2.8M |
| Sovran Advisors, LLC | 0.24% | Reduce -9.2% | 25,812 | $2.8M |
| United Asset Strategies, Inc. | 0.21% | Reduce -1.1% | 27,148 | $2.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +64.3% | 26,716 | $2.7M |
| Cassady Wealth & Retirement Planning, LLC | 1.77% | — | 26,464 | $2.7M |
| Milestone Investment Advisors LLC | 0.63% | Reduce -6.2% | 25,578 | $2.6M |
| Harbor Asset Planning, Inc. | 2.18% | Add +0.2% | 24,926 | $2.6M |
| Creative Planning | 0.00% | Add +6.2% | 24,781 | $2.5M |
| Melone Private Wealth, LLC | 1.04% | New | 24,018 | $2.5M |
| Marshall Financial Group, LLC | 0.48% | Add +16.4% | 24,013 | $2.5M |
| Horizon Family Wealth, Inc. | 1.30% | Add +2.7% | 23,845 | $2.4M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -0.7% | 23,339 | $2.4M |
| Mann Financial Group, Inc. | 2.31% | Add +73.0% | 23,271 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -4.9% | 22,840 | $2.3M |
| Wiser Advisor Group LLC | 2.64% | Add +2.0% | 22,547 | $2.3M |
| Atlantic Edge Private Wealth Management, LLC | 0.57% | Reduce -23.0% | 22,343 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -19.5% | 21,968 | $2.2M |
| SkyView Investment Advisors, LLC | 0.28% | Add +3.5% | 21,759 | $2.2M |
| Firestone Capital Management | 0.46% | No change | 21,255 | $2.2M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.10% | — | 21,000 | $2.2M |
| Independent Advisor Alliance | 0.05% | Reduce -2.5% | 20,926 | $2.1M |
| Sonoma Allocations LLC | 0.71% | Add +1.8% | 19,977 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -20.3% | 20,508 | $2.1M |
| Creative Financial Designs Inc. | 0.12% | Add +7.0% | 19,322 | $2.0M |
| Brown Miller Wealth Management, LLC | 0.54% | Add +13.9% | 19,120 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +12.1% | 19,106 | $2.0M |
| Natixis Advisors, LLC | 0.00% | New | 18,210 | $1.9M |
| Connecticut Capital Management Group, LLC | 1.73% | — | 17,659 | $1.8M |
| Park Avenue Securities LLC | 0.01% | Add +16.3% | 17,051 | $1.7M |
| BNB Wealth Management, LLC | 1.11% | — | 16,842 | $1.7M |
| Mfa Wealth Advisors, LLC | 0.36% | Reduce -37.8% | 16,648 | $1.7M |
| New Millennium Group LLC | 0.72% | Reduce -2.2% | 16,203 | $1.7M |
| Harbor Investment Advisory, LLC | 0.12% | Add +2.3% | 16,115 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.6% | 15,950 | $1.6M |
| Prota Financial, LLC | 1.14% | — | 15,473 | $1.6M |
| WPG Advisers, LLC | 1.17% | Add +8.9% | 15,359 | $1.6M |
| Westfuller Advisors, LLC | 0.63% | Add +6.1% | 15,309 | $1.6M |
| Roman Butler Fullerton & Co. | 0.41% | Add +1.1% | 14,320 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.56% | Reduce -2.3% | 15,096 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Reduce -31.2% | 14,839 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +1.5% | 14,210 | $1.5M |
| Visionary Wealth Advisors | 0.07% | Add +0.5% | 14,206 | $1.5M |
| Eastern Bank | 0.02% | Reduce -58.3% | 14,094 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | Add +7.7% | 14,044 | $1.4M |
| Biltmore Family Office, LLC | 0.20% | Reduce -3.4% | 13,977 | $1.4M |
| DORVAL Corp | 0.45% | Add +0.7% | 13,612 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Reduce -31.5% | 12,640 | $1.3M |
| Fortune Financial Group, Inc. | 1.27% | — | 9,934 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +3.3% | 11,320 | $1.2M |
| Centaurus Financial, Inc. | 0.05% | Add +1.6% | 11,308 | $1.2M |
| Ethos Capital Management, Inc. | 1.09% | — | 11,285 | $1.2M |
| Forum Private Client Group LLC | 0.39% | Add +21.5% | 11,167 | $1.1M |
| Silver Oak Securities, Incorporated | 0.08% | Add +4.6% | 10,949 | $1.1M |
| Solutions 4 Wealth, Ltd | 1.70% | Add +92.5% | 10,997 | $1.1M |
| Pacific Sun Financial Corp | 0.54% | Add +3.9% | 10,947 | $1.1M |
| Secure Asset Management, LLC | 0.18% | Reduce -47.1% | 10,936 | $1.1M |
| Wingate Wealth Advisors, Inc. | 0.62% | Add +0.2% | 10,837 | $1.1M |
| Legacy Financial Advisors, Inc. | 0.15% | Add +8.1% | 10,742 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Reduce -4.5% | 10,735 | $1.1M |
| GWN Securities Inc. | 0.22% | Reduce -8.5% | 10,668 | $1.1M |
| Opulen Financial Group LLC | 0.76% | Add +0.2% | 10,229 | $1.0M |
| Pacific Center for Financial Services | 0.26% | No change | 9,852 | $1.0M |
| Brown Advisory Inc. | 0.00% | Reduce -8.7% | 10,080 | $1.0M |
| Ayalon Insurance Comp Ltd. | 0.25% | No change | 10,080 | $1.0M |
| TD Capital Management LLC | 0.09% | Reduce -2.4% | 9,917 | $1.0M |
| Pearl Planning LLC | 0.60% | — | 9,504 | $973K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +31.9% | 28,720 | $971K |
| Comerica Bank | 0.00% | Add +5.9% | 9,391 | $962K |
| Golden State Wealth Management, LLC | 0.10% | Add +7.4% | 9,232 | $946K |
| FMR LLC | 0.00% | Add +1.9% | 9,200 | $942K |
| Global Retirement Partners, LLC | 0.02% | Add +1.6% | 9,175 | $940K |
| PFG Investments, LLC | 0.04% | Add +28.3% | 9,004 | $922K |
| Tempus Wealth Planning, LLC | 0.21% | Reduce -18.2% | 9,000 | $922K |
| Breakwater Capital Group | 0.13% | Reduce -13.4% | 8,976 | $919K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -38.2% | 8,917 | $913K |
| Nalls Sherbakoff Group, LLC | 0.66% | Reduce -19.9% | 8,895 | $911K |
| IFG Advisory, LLC | 0.04% | Reduce -25.8% | 8,292 | $849K |
| TAGStone Capital, Inc. | 0.31% | Add +28.3% | 8,211 | $841K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Reduce -27.4% | 8,147 | $834K |
| Wagner Wealth Management, Corp | 0.81% | — | 8,053 | $825K |
| Symphony Financial Services, Inc. | 0.42% | Add +7.7% | 7,995 | $819K |
| Wedbush Securities Inc. | 0.02% | Reduce -31.8% | 7,798 | $799K |
| Hengehold Capital Management LLC | 0.07% | Reduce -17.9% | 7,788 | $798K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Reduce -3.1% | 7,715 | $790K |
| Fairway Financial, LLC | 0.59% | Add +8.7% | 7,643 | $783K |
| Fisher Asset Management | 0.00% | New | 7,514 | $770K |
| Reliant Investment Partners, LLC | 0.60% | Reduce -1.0% | 7,433 | $761K |
| Arkadios Wealth Advisors | 0.01% | Add +1.8% | 7,331 | $751K |
| Csenge Advisory Group | 0.03% | Add +0.7% | 7,317 | $749K |
| Baird Financial Group, Inc. | 0.00% | Add +49.1% | 7,188 | $736K |
| Bank of Marin | 0.49% | No change | 6,967 | $714K |
| Berger Financial Group, Inc | 0.04% | Reduce -8.7% | 6,847 | $701K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -12.0% | 6,800 | $696K |
| Clearstead Advisors, LLC | 0.01% | No change | 6,788 | $695K |
| Whitaker-Myers Wealth Managers, LTD. | 0.14% | Reduce -5.7% | 6,584 | $674K |
| Adapt Wealth Advisors, LLC | 0.23% | Reduce -59.7% | 6,508 | $667K |
| Moneco Advisors, LLC | 0.05% | Add +3.7% | 6,502 | $666K |
| Evergreen Wealth Partners LLC | 0.55% | — | 6,384 | $654K |
| Southland Equity Partners LLC | 0.13% | Add +10.9% | 6,365 | $652K |
| Meridian Financial Advisors, LLC | 0.35% | Reduce -8.9% | 6,355 | $651K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 6,200 | $635K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -12.4% | 6,105 | $625K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +53.6% | 6,032 | $618K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.1% | 5,903 | $605K |
| Redwood Financial Network Corp | 0.38% | Reduce -9.5% | 5,885 | $603K |
| GTS Securities LLC | 0.02% | New | 5,810 | $595K |
| Money Concepts Capital Corp. | 0.03% | Reduce -5.3% | 5,809 | $595K |
| Victory Financial Group, LLC | 0.07% | Reduce -84.9% | 5,771 | $591K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +33.3% | 5,766 | $591K |
| Kovack Advisors, Inc. | 0.03% | Add +77.6% | 5,748 | $589K |
| Summit Financial, LLC | 0.01% | Reduce -8.8% | 5,687 | $582K |
| Clarity Retirement & Wealth, LLC | 0.51% | — | 5,686 | $582K |
| Advisory Alpha, LLC | 0.02% | Reduce -1.0% | 5,524 | $566K |
| Hilltop Holdings Inc. | 0.03% | Reduce -3.4% | 5,493 | $563K |
| J.M. Arbour, LLC | 0.55% | — | 5,410 | $554K |
| Calton & Associates, Inc. | 0.08% | Add +0.2% | 5,371 | $550K |
| Brookstone Capital Management | 0.01% | Add +17.3% | 5,251 | $538K |
| Twin Peaks Wealth Advisors, LLC | 0.16% | Reduce -3.7% | 4,942 | $538K |
| Snider Financial Group | 0.14% | Reduce -89.9% | 5,240 | $537K |
| Mutual Advisors, LLC | 0.01% | Add +3.4% | 5,165 | $529K |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 5,094 | $522K |
| Krilogy Financial LLC | 0.02% | Reduce -0.4% | 4,789 | $521K |
| Cary Street Partners Financial LLC | 0.01% | Add +7.0% | 5,027 | $515K |
| Regal Investment Advisors LLC | 0.03% | Add +24.7% | 4,817 | $493K |
| BAM Wealth Management, LLC | 0.34% | Reduce -19.1% | 4,629 | $474K |
| NFSG Corp | 0.07% | No change | 4,555 | $467K |
| Hancock Whitney Corp. | 0.01% | No change | 4,505 | $461K |
| Nwam LLC | 0.03% | Reduce -4.2% | 4,240 | $461K |
| Stonebridge Financial Group, LLC / MO | 0.40% | — | 4,493 | $460K |
| Mercer Global Advisors Inc. | 0.00% | Add +52.5% | 4,394 | $450K |
| Northwest Financial Advisors | 0.92% | Add +17.6% | 4,388 | $449K |
| Investmark Advisory Group LLC | 0.19% | No change | 4,275 | $438K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.3% | 4,274 | $438K |
| OMNI 360 Wealth, Inc. | 0.22% | Add +4.9% | 4,055 | $436K |
| Schwallier Wealth Management LLC | 0.27% | Reduce -1.8% | 4,023 | $428K |
| LongView Wealth Management | 0.10% | New | 3,945 | $424K |
| Madison Wealth Partners, Inc | 0.08% | New | 4,040 | $414K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,994 | $409K |
| Narus Financial Partners, LLC | 0.11% | Add +3.3% | 3,948 | $404K |
| HRC Wealth Management, LLC | 0.19% | Add +0.2% | 3,918 | $401K |
| Trustmark Bank Trust Department | 0.03% | Reduce -43.4% | 3,912 | $401K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 3,733 | $400K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 3,903 | $400K |
| Axis Wealth Partners, LLC | 0.22% | Reduce -4.5% | 3,896 | $399K |
| JBR Co Financial Management Inc | 0.17% | Reduce -41.4% | 3,848 | $394K |
| Tableaux LLC | 0.28% | Reduce -50.2% | 3,832 | $392K |
| CWC Advisors, LLC. | 0.19% | Add +31.1% | 3,800 | $389K |
| Brown Financial Advisory | 0.20% | Reduce -1.5% | 3,798 | $389K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 3,569 | $366K |
| Clear Creek Financial Management, LLC | 0.03% | New | 3,544 | $363K |
| Willner & Heller, LLC | 0.26% | Reduce -7.7% | 3,497 | $358K |
| Cathy Pareto & Associates, Inc. | 0.25% | Reduce -20.4% | 3,457 | $354K |
| D.A. Davidson & Co. | 0.00% | New | 3,442 | $353K |
| Signal Advisors Wealth, LLC | 0.03% | Add +27.1% | 3,428 | $351K |
| Benjamin Edwards Inc. | 0.00% | Reduce -11.0% | 3,402 | $348K |
| Alaska Wealth Advisors, LLC | 0.04% | Reduce -27.0% | 3,400 | $348K |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.6% | 3,381 | $346K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 3,221 | $330K |
| OneAscent Wealth Management LLC | 0.11% | Reduce -11.3% | 3,206 | $328K |
| GGM Financial LLC | 0.16% | Reduce -33.7% | 3,178 | $326K |
| Annex Advisory Services, LLC | 0.01% | Reduce -24.2% | 3,173 | $325K |
| Evolution Wealth Management Inc. | 0.27% | No change | 3,143 | $322K |
| Betterment LLC | 0.00% | Add +14.9% | 3,111 | $319K |
| SageView Advisory Group, LLC | 0.01% | Reduce -49.8% | 3,064 | $314K |
| Trexquant Investment LP | 0.00% | Reduce -10.0% | 3,032 | $311K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +2.3% | 3,021 | $309K |
| AE Wealth Management LLC | 0.00% | Reduce -6.9% | 2,998 | $307K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,955 | $303K |
| Andina Capital Management, LLC | 0.18% | Reduce -0.4% | 2,933 | $300K |
| Greenline Wealth Management LLC | 0.30% | — | 2,823 | $289K |
| Connors Investor Services Inc. | 0.02% | New | 2,782 | $285K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.0% | 2,724 | $279K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +37.3% | 2,670 | $274K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -22.8% | 2,662 | $273K |
| Nikulski Financial, Inc. | 0.06% | Reduce -7.1% | 2,620 | $268K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,535 | $260K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.7% | 2,532 | $259K |
| Commerce Bank | 0.00% | New | 2,492 | $255K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 2,458 | $252K |
| IFP Advisors, Inc | 0.01% | Add +80.0% | 2,439 | $250K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.0% | 2,438 | $250K |
| Wimmer Associates 1, LLC | 0.12% | Reduce -3.9% | 2,435 | $249K |
| Zacks Investment Management | 0.00% | New | 2,372 | $243K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -2.9% | 2,361 | $242K |
| Synergy Investment Management, LLC | 0.08% | Reduce -7.6% | 2,335 | $239K |
| Capital Square, LLC | 0.12% | Add +13.7% | 2,328 | $238K |
| Elm3 Financial Group, LLC | 0.20% | Reduce -34.3% | 2,307 | $236K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.6% | 2,301 | $236K |
| Schrum Private Wealth Management LLC | 0.17% | No change | 2,300 | $236K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -30.6% | 2,292 | $235K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 2,283 | $234K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -7.7% | 2,215 | $227K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -37.5% | 2,206 | $226K |
| Compass Financial Services Inc | 0.10% | Add +0.1% | 2,189 | $224K |
| Foundry Financial LLC | 0.12% | — | 2,176 | $223K |
| Global Assets Advisory, LLC | 0.06% | Reduce -6.0% | 2,163 | $222K |
| Chemistry Wealth Management LLC | 0.04% | No change | 2,146 | $220K |
| Founders Financial Securities LLC | 0.01% | New | 2,135 | $219K |
| Capstone Capital LLC | 0.14% | No change | 2,130 | $218K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,101 | $215K |
| Continuum Advisory, LLC | 0.02% | Reduce -3.7% | 2,078 | $213K |
| Ameriflex Group, Inc. | 0.11% | Reduce -49.9% | 2,066 | $212K |
| Arax Advisory Partners | 0.01% | New | 2,051 | $210K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 2,000 | $205K |
| Compass Ion Advisors, LLC | 0.02% | Add +0.2% | 1,993 | $204K |
| Goldman Sachs Group Inc. | 0.00% | New | 1,988 | $204K |
| Allie Family Office LLC | 0.09% | Reduce -0.1% | 1,981 | $203K |
| Private Trust Co. NA | 0.02% | Reduce -1.6% | 1,966 | $201K |
| US Bancorp \de | 0.00% | Reduce -42.0% | 1,611 | $165K |
| Richards, Merrill & Peterson, Inc. | 0.06% | No change | 1,604 | $164K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 1,542 | $158K |
| Capital Analysts, LLC | 0.00% | No change | 1,446 | $148K |
| GPS Wealth Strategies Group, LLC | 0.11% | Reduce -93.8% | 1,277 | $131K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,250 | $128K |
| Bogart Wealth, LLC | 0.00% | No change | 1,157 | $118K |
| Allworth Financial LP | 0.00% | Reduce -0.2% | 1,149 | $118K |
| Sarver Vrooman Wealth Advisors | 0.07% | Add +195.6% | 1,067 | $109K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,064 | $109K |
| MPWM Advisory Solutions, LLC | 0.06% | No change | 1,035 | $106K |
| Garton & Associates Financial Advisors LLC | 0.06% | — | 1,018 | $104K |
| Dunhill Financial, LLC | 0.03% | New | 944 | $97K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -4.7% | 797 | $82K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 780 | $80K |
| MidAtlantic Capital Management, Inc. | 0.05% | New | 753 | $77K |
| Root Financial Partners, LLC | 0.00% | Add +118.1% | 748 | $77K |
| Financial Network Wealth Advisors LLC | 0.07% | No change | 683 | $70K |
| Millstone Evans Group, LLC | 0.04% | New | 594 | $61K |
| International Assets Investment Management, LLC | 0.00% | New | 559 | $57K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +101.5% | 522 | $53K |
| Bessemer Group Inc. | 0.00% | No change | 475 | $49K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.0% | 463 | $47K |
| Clearstead Trust, LLC | 0.01% | Add +16.0% | 450 | $46K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 447 | $46K |
| Valley National Advisers Inc. | 0.01% | Reduce -5.5% | 426 | $43K |
| Optima Capital LLC | 0.02% | New | 357 | $37K |
| SHP Wealth Management | 0.00% | — | 324 | $33K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Add +93.6% | 302 | $31K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 277 | $28K |
| Financial Freedom, LLC | 0.01% | Reduce -88.4% | 267 | $27K |
| Larson Financial Group LLC | 0.00% | No change | 252 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -79.3% | 245 | $25K |
| LRI Investments, LLC | 0.00% | No change | 209 | $21K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $20K |
| Tsfg, LLC | 0.00% | No change | 200 | $20K |
| First Horizon Corp. | 0.00% | New | 190 | $19K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 174 | $18K |
| Caitlin John, LLC | 0.01% | No change | 171 | $18K |
| CoreCap Advisors, LLC | 0.00% | Add +12.9% | 158 | $16K |
| Ancora Advisors LLC | 0.00% | No change | 147 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -5.3% | 142 | $15K |
| Lanark Financial, Inc. | 0.00% | Reduce -73.8% | 116 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $11K |
| Glenmede Trust Co. NA | 0.00% | — | 100 | $10K |
| Qube Research & Technologies Ltd | 0.00% | New | 99 | $10K |
| CX Institutional | 0.00% | No change | 86 | $9K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 74 | $8K |
| Operose Advisors LLC | 0.00% | New | 78 | $8K |
| Cheviot Value Management, LLC | 0.00% | No change | 68 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 70 | $7K |
| Motiv8 Investments LLC | 0.00% | New | 72 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -53.9% | 60 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -88.8% | 58 | $6K |
| Signaturefd, LLC | 0.00% | No change | 56 | $6K |
| Wagner Wealth Management, LLC | 0.00% | No change | 55 | $6K |
| Winch Advisory Services, LLC | 0.00% | No change | 54 | $6K |
| National Bank of Canada | 0.00% | New | 41 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 37 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 37 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 31 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 25 | $3K |
| Bank of Montreal | 0.00% | New | 15 | $2K |
| REAP Financial Group, LLC | 0.00% | New | 15 | $2K |
| Roxbury Financial LLC | 0.00% | Reduce -30.0% | 7 | $674 |
| Signature Equity Partners, LLC | 0.00% | — | 3 | $307 |
"% 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.