Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q1 2026 (March 31)427holders +5
34new positions
31sold out
1famous investor
$103.29avg. 13F price*
At the end of Q1 2026, 427 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 5 from Q4 2025. 34 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($459.1M), Morgan Stanley ($249.8M) and Cetera Investment Advisers ($145.0M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $45.4M |
| Exits | 31 | $37.0M |
All 13F filers, Q4 2025 → Q1 2026: 2,033,955 shares bought and 2,450,887 shares sold, net −416,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 427 holders
| LPL Financial LLC | 0.12% | Reduce -3.9% | 4,441,331 | $459.1M |
| Morgan Stanley | 0.02% | Add +0.1% | 2,416,424 | $249.8M |
| Cetera Investment Advisers | 0.15% | Add +7.3% | 1,402,483 | $145.0M |
| Vantagepoint Investment Advisers LLC | 1.12% | Reduce -8.6% | 1,280,545 | $132.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +2.9% | 1,202,202 | $124.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -1.7% | 1,171,327 | $121.0M |
| Jones Financial Companies LLLP | 0.05% | Add +20.2% | 976,956 | $98.3M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -1.5% | 945,078 | $97.7M |
| Raymond James Financial Inc. | 0.03% | Reduce -7.3% | 895,324 | $92.5M |
| Wells Fargo & Company | 0.01% | Add +27.4% | 717,372 | $74.2M |
| Bank of America Corp. | 0.01% | Add +2.1% | 657,026 | $67.9M |
| TruWealth Advisors, LLC | 2.44% | Add +49.9% | 491,754 | $50.8M |
| Focus Partners Wealth | 0.05% | Reduce -2.4% | 440,978 | $45.6M |
| Osaic Holdings, Inc. | 0.06% | Reduce -12.8% | 371,874 | $38.5M |
| Straightline Group LLC | 18.71% | Add +2.8% | 363,959 | $37.6M |
| Focus Financial Network, Inc. | 1.27% | Add +4.1% | 343,103 | $35.5M |
| NewEdge Advisors, LLC | 0.12% | Add +7.4% | 333,683 | $34.5M |
| Equitable Trust Co. | 1.59% | Add +0.8% | 332,378 | $34.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -3.9% | 327,742 | $33.9M |
| UMB Bank, n.a. | 0.46% | Add +2.5% | 316,551 | $32.7M |
| Crestwood Advisors Group, LLC | 0.51% | Add +3.6% | 296,013 | $30.6M |
| Capital Planning Advisors, LLC | 4.20% | Add +2.6% | 281,267 | $29.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.1% | 272,415 | $28.2M |
| Atlantic Union Bankshares Corp | 0.52% | Add +3.5% | 259,763 | $26.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.4% | 246,607 | $25.5M |
| Private Advisor Group, LLC | 0.12% | Add +7.3% | 246,575 | $25.5M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 241,792 | $25.0M |
| Trilogy Capital Inc. | 0.95% | Reduce -33.5% | 206,884 | $21.4M |
| Blue Water Asset Management | 6.96% | Add +5.1% | 194,843 | $20.1M |
| LeClair Wealth Partners LLC | 6.96% | New | 194,843 | $20.1M |
| Kestra Advisory Services, LLC | 0.08% | Add +5.5% | 191,771 | $19.8M |
| Independent Advisor Alliance | 0.21% | Add +804.6% | 189,308 | $19.6M |
| Sax Wealth Advisors, LLC | 0.94% | Reduce -0.6% | 190,232 | $19.5M |
| KPP Advisory Services LLC | 2.75% | Reduce -3.1% | 183,355 | $19.0M |
| Trust Co. of Toledo NA | 1.77% | Reduce -0.2% | 180,729 | $18.7M |
| UBS Group AG | 0.00% | Reduce -0.6% | 179,631 | $18.6M |
| Hunter Associates Investment Management LLC | 2.32% | Add +5.7% | 169,978 | $17.6M |
| Stifel Financial Corp. | 0.02% | Reduce -64.0% | 159,025 | $16.4M |
| Everest Financial Group LLC | 2.66% | Reduce -3.5% | 156,169 | $16.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.50% | Add +5.7% | 152,543 | $15.8M |
| Wealthspire Retirement, LLC | 0.93% | Add +5.3% | 149,585 | $15.5M |
| WCG Wealth Advisors LLC | 0.42% | Add +3.4% | 144,484 | $14.9M |
| PCG Wealth Advisors, LLC | 3.68% | Add +142.3% | 140,924 | $14.6M |
| Cwm, LLC | 0.04% | Add +5.7% | 140,786 | $14.6M |
| Bleakley Financial Group, LLC | 0.22% | Add +1.9% | 137,145 | $14.2M |
| NBZ Investment Advisors LLC | 5.92% | Add +6.7% | 130,929 | $13.5M |
| Clearview Wealth Management LLC | 9.41% | — | 128,691 | $13.3M |
| Madrona Financial Services, LLC | 2.88% | Add +5.6% | 127,158 | $13.1M |
| Traction Financial Partners, LLC | 8.01% | Add +7.2% | 125,822 | $13.0M |
| Sowell Financial Services LLC | 0.47% | Add +3.8% | 123,551 | $12.8M |
| MML Investors Services, LLC | 0.04% | Reduce -33.6% | 123,041 | $12.7M |
| Merit Financial Group, LLC | 0.09% | Add +6.0% | 112,186 | $11.6M |
| Corecam Pte. Ltd. | 4.88% | Reduce -15.9% | 108,920 | $11.3M |
| WESCAP Management Group, Inc. | 2.22% | Add +8.0% | 108,879 | $11.3M |
| Precedent Wealth Partners, LLC | 2.25% | Add +13.9% | 108,561 | $11.2M |
| Equitable Holdings, Inc. | 0.07% | Reduce -24.2% | 105,709 | $10.8M |
| Prevail Innovative Wealth Advisors, LLC | 1.76% | Add +5.5% | 100,886 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.9% | 100,450 | $10.4M |
| Capital Developers, LLC | 9.15% | Add +0.7% | 98,340 | $10.2M |
| Altus Wealth Group LLC | 4.10% | Add +9.8% | 96,877 | $10.0M |
| Liberty Square Wealth Partners LLC | 2.66% | Add +11.7% | 92,178 | $9.5M |
| Thoroughbred Financial Services, LLC | 0.56% | Reduce -1.0% | 90,270 | $9.3M |
| Harbour Investments, Inc. | 0.14% | Add +19.9% | 89,482 | $9.2M |
| Concord Wealth Partners | 1.19% | Add +4.5% | 88,738 | $9.2M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -37.7% | 87,137 | $9.1M |
| Cornerstone Wealth Management, LLC | 0.45% | Add +6.5% | 87,461 | $9.0M |
| Concord Asset Management, LLC | 1.50% | Add +4.7% | 85,920 | $8.9M |
| Wealth Enhancement Trust Services, Inc. | 1.07% | Reduce -6.5% | 85,292 | $8.8M |
| Fifth Third Securities, Inc. | 0.57% | Reduce -0.1% | 84,870 | $8.8M |
| &partners | 0.04% | Add +73.8% | 84,510 | $8.8M |
| Modern Wealth Management, LLC | 0.15% | Reduce -4.0% | 83,340 | $8.7M |
| HighPoint Advisor Group LLC | 0.34% | Reduce -34.4% | 78,918 | $8.2M |
| NewEdge Wealth, LLC | 0.09% | Reduce -3.4% | 76,894 | $7.9M |
| Prota Financial, LLC | 5.71% | Add +393.0% | 76,276 | $7.9M |
| Mariner, LLC | 0.01% | Add +163.3% | 75,154 | $7.8M |
| Clark Wealth Partners | 5.17% | Reduce -6.6% | 74,499 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +4.4% | 74,443 | $7.7M |
| DHJJ Financial Advisors, Ltd. | 2.47% | Add +2.4% | 72,173 | $7.5M |
| XY Planning Network, Inc. | 1.19% | Add +22.1% | 71,439 | $7.5M |
| Denver Wealth Management, Inc. | 2.50% | Add +4.9% | 70,289 | $7.3M |
| USAdvisors Wealth Management, LLC | 2.40% | Add +1.3% | 71,830 | $7.2M |
| IHT Wealth Management, LLC | 0.17% | Reduce -3.3% | 69,603 | $7.2M |
| Atticus Wealth Management, LLC | 1.94% | Reduce -4.7% | 69,079 | $7.1M |
| Investors Portfolio Services LLC | 6.47% | Reduce -13.4% | 67,461 | $7.0M |
| Gotham Asset Management | 0.02% | Add +35.9% | 67,017 | $6.9M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +3.0% | 64,948 | $6.7M |
| Berkeley, Inc | 2.13% | Add +5.3% | 61,366 | $6.3M |
| Mgo One Seven LLC | 0.13% | Reduce -5.8% | 60,974 | $6.3M |
| Financial Management, Inc. | 5.82% | Add +6.6% | 59,972 | $6.2M |
| Burns Matteson Capital Management, LLC | 2.40% | Reduce -4.0% | 59,554 | $6.2M |
| Lighthouse Wealth Management Inc. | 4.16% | Reduce -0.2% | 59,171 | $6.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -10.9% | 58,182 | $6.0M |
| Principal Securities, Inc. | 0.09% | Reduce -13.3% | 58,105 | $6.0M |
| American National Bank of Texas | 5.71% | Add +2.8% | 57,917 | $6.0M |
| Principle Wealth Partners LLC | 0.34% | Reduce -3.0% | 57,238 | $5.9M |
| Spectrum Wealth Advisory Group, LLC | 2.18% | Reduce -2.4% | 56,761 | $5.9M |
| Old National Bancorp | 0.10% | New | 56,027 | $5.8M |
| Journey Advisory Group, LLC | 0.49% | Add +12.7% | 55,618 | $5.7M |
| Mascagni Wealth Management, Inc. | 4.07% | Add +9.1% | 55,327 | $5.7M |
| Forge Financial Services LLC | 0.57% | Reduce -4.7% | 54,016 | $5.6M |
| Perennial Investment Advisors, LLC | 0.44% | Add +5.5% | 52,891 | $5.5M |
| Aspen Wealth Strategies, LLC | 2.89% | Add +0.6% | 52,043 | $5.4M |
| World Investment Advisors | 0.09% | Reduce -4.0% | 51,702 | $5.3M |
| PFG Advisors | 0.26% | Add +2.8% | 51,254 | $5.3M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $5.2M |
| Live Oak Investment Partners | 3.03% | Add +4.7% | 49,688 | $5.1M |
| Willow Financial LLC | 5.14% | Reduce -40.8% | 49,076 | $5.1M |
| Adamsbrown Wealth Consultants LLC | 1.31% | Reduce -5.4% | 48,091 | $5.0M |
| Corecam AG | 4.41% | Reduce -24.4% | 47,470 | $4.9M |
| MAI Capital Management | 0.03% | Add +2.5% | 47,448 | $4.9M |
| Onyx Bridge Wealth Group LLC | 0.52% | Add +58.2% | 47,101 | $4.9M |
| Silver Coast Investments LLC | 1.55% | Add +5.1% | 46,899 | $4.8M |
| PSI Advisors, LLC | 1.14% | Reduce -7.7% | 45,416 | $4.7M |
| CENTRAL TRUST Co | 0.09% | Reduce -12.2% | 45,225 | $4.7M |
| WealthCare Investment Partners, LLC | 1.28% | Reduce -11.5% | 44,411 | $4.6M |
| Financial Partners Group, Inc | 0.54% | Reduce -2.3% | 43,990 | $4.5M |
| Concentrum Wealth Management | 1.33% | Add +3.8% | 43,479 | $4.5M |
| Duncan Williams Asset Management, LLC | 1.22% | Add +7.0% | 42,574 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +123.0% | 40,602 | $4.2M |
| Mann Financial Group, Inc. | 3.87% | Add +71.0% | 39,806 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +1.1% | 39,570 | $4.1M |
| Bfsg, LLC | 0.37% | Add +12.6% | 38,128 | $3.9M |
| Equity Wealth Partners, LLC | 2.48% | Add +0.9% | 37,124 | $3.8M |
| Family Capital Management, Inc. | 1.67% | Add +18.9% | 36,365 | $3.8M |
| Dahring | Cusmano LLC | 2.31% | Reduce -59.5% | 36,341 | $3.8M |
| RFG Advisory, LLC | 0.07% | Reduce -5.5% | 35,489 | $3.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.3% | 35,392 | $3.7M |
| Sagace Wealth Management LLC | 2.46% | Reduce -1.6% | 35,158 | $3.6M |
| PlanVest Financial, Inc | 2.67% | — | 34,012 | $3.5M |
| Vista Cima Wealth Management LLC | 3.45% | Reduce -27.9% | 33,804 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -1.2% | 33,690 | $3.5M |
| Aptus Capital Advisors, LLC | 0.03% | Add +0.4% | 33,390 | $3.5M |
| Melone Private Wealth, LLC | 1.40% | Add +38.0% | 33,134 | $3.4M |
| Mason & Associates Inc | 0.66% | Add +9.5% | 33,738 | $3.4M |
| Sigma Planning Corp | 0.09% | Reduce -4.6% | 32,455 | $3.4M |
| LYNX Capital Group Ltd. | 1.55% | Add +1.9% | 32,320 | $3.3M |
| Venturi Wealth Management, LLC | 0.15% | Add +0.2% | 32,018 | $3.3M |
| Centerpoint Advisory Group | 2.47% | Reduce -2.3% | 31,784 | $3.3M |
| Parr McKnight Wealth Management Group, LLC | 0.43% | New | 31,716 | $3.3M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -1.4% | 30,688 | $3.2M |
| Cassady Wealth & Retirement Planning, LLC | 1.64% | Add +11.2% | 29,425 | $3.2M |
| New Insight Wealth Advisors | 1.06% | Reduce -0.3% | 28,677 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -1.1% | 28,407 | $2.9M |
| Waverly Advisors, LLC | 0.02% | Add +0.4% | 27,762 | $2.9M |
| Biltmore Family Office, LLC | 0.39% | Add +94.0% | 27,111 | $2.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 26,885 | $2.8M |
| Sovran Advisors, LLC | 0.22% | Add +0.2% | 25,867 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +1245.6% | 26,750 | $2.8M |
| United Asset Strategies, Inc. | 0.22% | Reduce -3.4% | 26,214 | $2.7M |
| Trivium Point Advisory, LLC | 0.49% | Reduce -67.1% | 26,081 | $2.7M |
| CreativeOne Wealth, LLC | 0.06% | Add +10.7% | 25,827 | $2.7M |
| Redhawk Wealth Advisors, Inc. | 0.28% | Add +203.9% | 24,759 | $2.6M |
| Western Wealth Management, LLC | 0.10% | Reduce -12.3% | 24,327 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -36.7% | 24,108 | $2.5M |
| Harbor Asset Planning, Inc. | 2.11% | Reduce -2.9% | 24,212 | $2.5M |
| Enzi Wealth | 0.87% | Reduce -11.9% | 24,168 | $2.5M |
| Steelhead Wealth Management LLC | 1.26% | — | 24,033 | $2.5M |
| Horizon Family Wealth, Inc. | 1.31% | Add +0.2% | 23,899 | $2.5M |
| Marshall Financial Group, LLC | 0.39% | Reduce -1.6% | 23,637 | $2.4M |
| Atlantic Edge Private Wealth Management, LLC | 0.59% | Add +3.0% | 23,020 | $2.4M |
| Wiser Advisor Group LLC | 2.87% | Add +1.9% | 22,965 | $2.4M |
| Milestone Investment Advisors LLC | 0.57% | Reduce -10.3% | 22,937 | $2.4M |
| SkyView Investment Advisors, LLC | 0.30% | Reduce -0.6% | 21,623 | $2.2M |
| Brown Miller Wealth Management, LLC | 0.63% | Add +11.6% | 21,335 | $2.2M |
| Firestone Capital Management | 0.46% | Reduce -0.2% | 21,206 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Reduce -3.9% | 21,115 | $2.2M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.10% | No change | 21,000 | $2.2M |
| Creative Planning | 0.00% | Reduce -17.3% | 20,504 | $2.1M |
| Creative Financial Designs Inc. | 0.13% | Add +4.8% | 20,254 | $2.1M |
| Independent Financial Group, LLC | 0.05% | Add +58.9% | 20,083 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -12.9% | 19,897 | $2.1M |
| Fortune Financial Group, Inc. | 1.84% | Add +98.9% | 19,762 | $2.0M |
| Family Investment Center, Inc. | 0.39% | Reduce -86.3% | 19,567 | $2.0M |
| Solutions 4 Wealth, Ltd | 3.02% | Add +76.5% | 19,409 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.5% | 19,205 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.0% | 18,654 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +308.7% | 17,957 | $1.9M |
| BNB Wealth Management, LLC | 1.14% | Add +1.9% | 17,167 | $1.8M |
| Connecticut Capital Management Group, LLC | 1.65% | Reduce -4.2% | 16,919 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -3.7% | 16,417 | $1.7M |
| Penobscot Wealth Management | 0.50% | Reduce -53.0% | 16,306 | $1.7M |
| DORVAL Corp | 0.51% | Add +17.0% | 15,923 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.4% | 15,574 | $1.6M |
| Sonoma Allocations LLC | 0.55% | Reduce -23.0% | 15,374 | $1.6M |
| WPG Advisers, LLC | 1.18% | Add +0.6% | 15,452 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Add +3.6% | 15,377 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -86.5% | 15,288 | $1.6M |
| Harbor Investment Advisory, LLC | 0.12% | Reduce -6.3% | 15,103 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.54% | Reduce -0.1% | 15,082 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 14,948 | $1.5M |
| Westfuller Advisors, LLC | 0.66% | Reduce -3.3% | 14,802 | $1.5M |
| Roman Butler Fullerton & Co. | 0.42% | Reduce -1.5% | 14,109 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +1.9% | 14,483 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 14,044 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -79.0% | 13,638 | $1.4M |
| Flow Traders U.S. LLC | 0.04% | New | 13,029 | $1.3M |
| Forum Private Client Group LLC | 0.44% | Add +15.4% | 12,884 | $1.3M |
| Visionary Wealth Advisors | 0.06% | Reduce -11.2% | 12,620 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +11.1% | 12,574 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +108.4% | 12,572 | $1.3M |
| Legacy Financial Advisors, Inc. | 0.18% | Add +13.2% | 12,162 | $1.3M |
| Wagner Wealth Management, Corp | 1.10% | Add +47.0% | 11,842 | $1.2M |
| Pacific Sun Financial Corp | 0.57% | Add +4.6% | 11,454 | $1.2M |
| Centaurus Financial, Inc. | 0.06% | Add +1.1% | 11,432 | $1.2M |
| Stewardship Concepts Financial Services LLC | 0.91% | New | 11,246 | $1.2M |
| FMR LLC | 0.00% | Add +21.7% | 11,193 | $1.2M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -0.8% | 10,862 | $1.1M |
| Fifth Third Bancorp | 0.00% | New | 10,386 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Reduce -3.4% | 10,368 | $1.1M |
| Opulen Financial Group LLC | 0.75% | Add +0.1% | 10,242 | $1.1M |
| Ayalon Insurance Comp Ltd. | 0.21% | No change | 10,080 | $1.0M |
| Golden State Wealth Management, LLC | 0.11% | Add +8.8% | 10,048 | $1.0M |
| TD Capital Management LLC | 0.09% | Reduce -0.2% | 9,899 | $1.0M |
| TAGStone Capital, Inc. | 0.34% | Add +12.9% | 9,271 | $958K |
| Tempus Wealth Planning, LLC | 0.21% | No change | 9,000 | $930K |
| Breakwater Capital Group | 0.12% | Reduce -0.4% | 8,940 | $924K |
| Nalls Sherbakoff Group, LLC | 0.67% | Reduce -0.4% | 8,863 | $916K |
| Ethos Capital Management, Inc. | 0.76% | Reduce -24.6% | 8,515 | $880K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -4.9% | 8,482 | $877K |
| Leavell Investment Management, Inc. | 0.04% | New | 8,312 | $859K |
| Symphony Financial Services, Inc. | 0.43% | Add +0.9% | 8,068 | $834K |
| Wedbush Securities Inc. | 0.02% | Add +2.1% | 7,962 | $823K |
| Mutual Advisors, LLC | 0.02% | Add +51.9% | 7,846 | $811K |
| Clearstead Advisors, LLC | 0.01% | Add +14.3% | 7,757 | $802K |
| PFG Investments, LLC | 0.04% | Reduce -13.9% | 7,756 | $802K |
| Fairway Financial, LLC | 0.61% | Add +1.1% | 7,730 | $799K |
| Csenge Advisory Group | 0.04% | Add +5.5% | 7,716 | $798K |
| GWN Securities Inc. | 0.15% | Reduce -29.1% | 7,558 | $781K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Reduce -2.1% | 7,554 | $781K |
| Reliant Investment Partners, LLC | 0.63% | Reduce -1.0% | 7,357 | $760K |
| Evergreen Wealth Partners LLC | 0.57% | Add +14.1% | 7,284 | $753K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.7% | 7,277 | $752K |
| Bank of Marin | 0.54% | Add +1.7% | 7,088 | $733K |
| Pacific Center for Financial Services | 0.18% | Reduce -29.0% | 6,996 | $723K |
| HRT Financial LP | 0.00% | New | 6,970 | $720K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.1% | 6,962 | $720K |
| Eastern Bank | 0.01% | Reduce -50.7% | 6,947 | $718K |
| Hengehold Capital Management LLC | 0.06% | Reduce -12.6% | 6,809 | $704K |
| Southland Equity Partners LLC | 0.14% | Add +6.9% | 6,803 | $703K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +33.1% | 6,781 | $701K |
| Pearl Planning LLC | 0.37% | Reduce -28.7% | 6,780 | $701K |
| Syntegra Private Wealth Group, LLC | 0.07% | Reduce -0.7% | 6,752 | $698K |
| Moneco Advisors, LLC | 0.05% | Add +1.1% | 6,577 | $680K |
| Victory Financial Group, LLC | 0.08% | Add +11.8% | 6,454 | $667K |
| Wingate Wealth Advisors, Inc. | 0.36% | Reduce -40.5% | 6,448 | $667K |
| Whitaker-Myers Wealth Managers, LTD. | 0.13% | Reduce -3.6% | 6,348 | $656K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 6,200 | $641K |
| Secure Asset Management, LLC | 0.10% | Reduce -43.3% | 6,200 | $641K |
| Rossby Financial, LCC | 0.13% | New | 6,119 | $639K |
| Money Concepts Capital Corp. | 0.03% | Add +4.9% | 6,094 | $630K |
| Berger Financial Group, Inc | 0.03% | Reduce -12.4% | 6,001 | $620K |
| Meridian Financial Advisors, LLC | 0.34% | Reduce -5.8% | 5,989 | $619K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.1% | 5,910 | $611K |
| HRC Wealth Management, LLC | 0.28% | Add +47.2% | 5,767 | $596K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.2% | 5,754 | $595K |
| TrueWealth Advisors, LLC | 0.15% | Reduce -88.4% | 5,720 | $591K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -6.7% | 5,695 | $589K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.9% | 5,582 | $580K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.2% | 5,511 | $570K |
| Hilltop Holdings Inc. | 0.05% | Add +0.1% | 5,496 | $568K |
| Redwood Financial Network Corp | 0.37% | Reduce -7.3% | 5,456 | $564K |
| Summit Financial, LLC | 0.01% | Reduce -5.7% | 5,365 | $555K |
| Brookstone Capital Management | 0.01% | Add +0.8% | 5,291 | $547K |
| Narus Financial Partners, LLC | 0.14% | Add +33.7% | 5,277 | $545K |
| Jane Street Group, LLC | 0.00% | New | 5,210 | $539K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,027 | $520K |
| Madison Wealth Partners, Inc | 0.08% | Add +23.3% | 4,982 | $515K |
| Krilogy Financial LLC | 0.02% | Add +0.3% | 4,804 | $515K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | Reduce -0.2% | 4,934 | $510K |
| Brown Advisory Inc. | 0.00% | Reduce -51.3% | 4,914 | $508K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +23.6% | 4,822 | $499K |
| Northwest Financial Advisors | 0.96% | Add +9.3% | 4,796 | $496K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +10.6% | 4,725 | $488K |
| Hancock Whitney Corp. | 0.01% | No change | 4,505 | $483K |
| LongView Wealth Management | 0.12% | Add +9.7% | 4,329 | $466K |
| Stonebridge Financial Group, LLC / MO | 0.39% | Add +0.1% | 4,498 | $465K |
| CWC Advisors, LLC. | 0.22% | Add +16.6% | 4,430 | $458K |
| MCF Advisors LLC | 0.02% | New | 4,411 | $456K |
| Adapt Wealth Advisors, LLC | 0.16% | Reduce -33.7% | 4,313 | $446K |
| Investmark Advisory Group LLC | 0.19% | No change | 4,275 | $442K |
| NFSG Corp | 0.07% | Reduce -7.5% | 4,215 | $436K |
| OMNI 360 Wealth, Inc. | 0.22% | Add +2.5% | 4,156 | $430K |
| BAM Wealth Management, LLC | 0.32% | Reduce -10.8% | 4,128 | $427K |
| M&T Bank Corp | 0.00% | New | 4,000 | $413K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,994 | $413K |
| Nwam LLC | 0.02% | Reduce -6.4% | 3,969 | $410K |
| Trustmark Bank Trust Department | 0.03% | No change | 3,912 | $404K |
| Calton & Associates, Inc. | 0.06% | Reduce -27.3% | 3,905 | $404K |
| Regal Investment Advisors LLC | 0.02% | Reduce -19.5% | 3,879 | $401K |
| Schwallier Wealth Management LLC | 0.29% | Reduce -3.7% | 3,874 | $401K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 3,733 | $400K |
| Tableaux LLC | 0.19% | No change | 3,832 | $396K |
| JBR Co Financial Management Inc | 0.17% | No change | 3,848 | $394K |
| Brown Financial Advisory | 0.19% | No change | 3,798 | $393K |
| Simon Quick Advisors, LLC | 0.02% | New | 3,797 | $392K |
| Snider Financial Group | 0.12% | Reduce -29.5% | 3,693 | $382K |
| Retireful, LLC | 0.54% | New | 3,486 | $381K |
| Cypress Capital Group | 0.04% | New | 3,570 | $369K |
| Integrated Wealth Concepts LLC | 0.00% | Add +60.9% | 3,549 | $367K |
| Willner & Heller, LLC | 0.27% | No change | 3,497 | $362K |
| D.A. Davidson & Co. | 0.00% | Add +0.8% | 3,469 | $359K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Reduce -3.5% | 3,446 | $356K |
| Alaska Wealth Advisors, LLC | 0.04% | No change | 3,400 | $351K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -4.5% | 3,386 | $350K |
| JPMorgan Chase & Co. | 0.00% | Add +2.6% | 3,470 | $349K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +35.0% | 3,319 | $343K |
| Benjamin Edwards Inc. | 0.00% | Reduce -2.9% | 3,302 | $341K |
| Hansen & Associates Financial Group, Inc. | 0.18% | New | 3,210 | $334K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 3,221 | $333K |
| Mfa Wealth Advisors, LLC | 0.07% | Reduce -80.8% | 3,195 | $330K |
| Capital Analysts, LLC | 0.01% | Add +120.1% | 3,182 | $329K |
| Betterment LLC | 0.00% | Add +1.2% | 3,149 | $326K |
| Evolution Wealth Management Inc. | 0.24% | No change | 3,143 | $325K |
| Axis Wealth Partners, LLC | 0.17% | Reduce -20.3% | 3,107 | $321K |
| SageView Advisory Group, LLC | 0.01% | No change | 3,064 | $317K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +20.8% | 3,058 | $316K |
| AE Wealth Management LLC | 0.00% | Reduce -0.4% | 2,987 | $309K |
| Annex Advisory Services, LLC | 0.01% | Reduce -7.4% | 2,939 | $304K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.6% | 2,936 | $304K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -11.2% | 2,846 | $294K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -7.0% | 2,808 | $290K |
| Connors Investor Services Inc. | 0.03% | Reduce -1.4% | 2,742 | $283K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.4% | 2,735 | $283K |
| Spartan Wealth Advisory Services LLC | 0.02% | — | 2,672 | $276K |
| Commerce Bank | 0.00% | Add +6.7% | 2,659 | $275K |
| Trexquant Investment LP | 0.00% | Reduce -12.4% | 2,655 | $274K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -25.1% | 2,568 | $265K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,551 | $264K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,535 | $262K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.5% | 2,462 | $255K |
| IFP Advisors, Inc | 0.01% | Reduce -0.1% | 2,436 | $252K |
| Wimmer Associates 1, LLC | 0.12% | No change | 2,435 | $252K |
| Greenline Wealth Management LLC | 0.29% | Reduce -15.3% | 2,392 | $247K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 2,361 | $244K |
| Elm3 Financial Group, LLC | 0.20% | Add +0.5% | 2,318 | $240K |
| Nikulski Financial, Inc. | 0.06% | Reduce -11.9% | 2,308 | $239K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -0.7% | 2,268 | $235K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -98.6% | 2,264 | $234K |
| Perigon Wealth Management, LLC | 0.00% | No change | 2,215 | $229K |
| Cathy Pareto & Associates, Inc. | 0.15% | Reduce -36.7% | 2,187 | $226K |
| Synergy Investment Management, LLC | 0.07% | Reduce -6.3% | 2,187 | $226K |
| Zacks Investment Management | 0.00% | Reduce -8.0% | 2,183 | $226K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -18.6% | 2,174 | $225K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -5.5% | 2,174 | $225K |
| Compass Financial Services Inc | 0.10% | Reduce -2.1% | 2,143 | $222K |
| Advyzon Investment Management, LLC | 0.02% | New | 2,132 | $220K |
| Capstone Capital LLC | 0.14% | No change | 2,130 | $220K |
| OneAscent Family Office, LLC | 0.15% | New | 2,124 | $220K |
| Continuum Advisory, LLC | 0.02% | Reduce -1.8% | 2,040 | $211K |
| Purewater Capital LLC | 0.20% | — | 2,013 | $208K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 2,000 | $207K |
| Allie Family Office LLC | 0.09% | No change | 1,981 | $205K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -1.1% | 1,970 | $204K |
| Private Trust Co. NA | 0.02% | No change | 1,966 | $203K |
| MPWM Advisory Solutions, LLC | 0.11% | Add +88.8% | 1,954 | $202K |
| Arax Advisory Partners | 0.01% | Reduce -4.9% | 1,951 | $202K |
| Anfield Capital Management, LLC | 0.05% | Reduce -97.3% | 1,922 | $199K |
| GGM Financial LLC | 0.09% | Reduce -41.4% | 1,861 | $192K |
| Richards, Merrill & Peterson, Inc. | 0.06% | No change | 1,604 | $166K |
| US Bancorp \de | 0.00% | Reduce -13.8% | 1,388 | $143K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,250 | $129K |
| Bogart Wealth, LLC | 0.00% | No change | 1,157 | $120K |
| Sarver Vrooman Wealth Advisors | 0.07% | Add +8.2% | 1,154 | $119K |
| Mosley Wealth Management | 0.05% | New | 1,133 | $119K |
| Allworth Financial LP | 0.00% | Reduce -2.5% | 1,120 | $116K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,064 | $110K |
| Dunhill Financial, LLC | 0.02% | No change | 944 | $98K |
| Glenmede Trust Co. NA | 0.00% | Add +700.0% | 800 | $83K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 797 | $82K |
| Russell Investments Group, Ltd. | 0.00% | Add +58.5% | 734 | $76K |
| Destiny Wealth Partners, LLC | 0.01% | New | 718 | $74K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +38.1% | 721 | $74K |
| Financial Network Wealth Advisors LLC | 0.07% | No change | 683 | $71K |
| Millstone Evans Group, LLC | 0.04% | No change | 594 | $61K |
| International Assets Investment Management, LLC | 0.00% | No change | 559 | $58K |
| Bessemer Group Inc. | 0.00% | No change | 475 | $49K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -40.4% | 465 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | Add +45.4% | 439 | $45K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -75.4% | 379 | $39K |
| SHP Wealth Management | 0.00% | No change | 324 | $33K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 304 | $31K |
| Westside Investment Management, Inc. | 0.00% | No change | 300 | $31K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.9% | 284 | $29K |
| Root Financial Partners, LLC | 0.00% | Reduce -62.2% | 283 | $29K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 277 | $29K |
| Financial Freedom, LLC | 0.01% | No change | 267 | $28K |
| Larson Financial Group LLC | 0.00% | No change | 252 | $26K |
| Clearstead Trust, LLC | 0.00% | Reduce -50.0% | 225 | $23K |
| 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 |
| CoreCap Advisors, LLC | 0.00% | Add +23.4% | 195 | $20K |
| Valley National Advisers Inc. | 0.00% | Reduce -53.0% | 200 | $20K |
| TopTier Wealth Management, LLC | 0.01% | New | 186 | $19K |
| Caitlin John, LLC | 0.01% | No change | 171 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 165 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 147 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Add +151.7% | 146 | $15K |
| Salem Investment Counselors Inc. | 0.00% | New | 136 | $14K |
| Longview Financial Advisors, Inc. | 0.01% | New | 135 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 116 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -30.3% | 99 | $10K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 95 | $10K |
| CX Institutional | 0.00% | No change | 86 | $9K |
| Cheviot Value Management, LLC | 0.00% | No change | 68 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -5.7% | 66 | $7K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 65 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 60 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -97.2% | 57 | $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 |
| SYM FINANCIAL Corp | 0.00% | New | 43 | $4K |
| WealthShield Partners, LLC | 0.00% | New | 42 | $4K |
| Anchor Investment Management, LLC | 0.00% | New | 40 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 37 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 37 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 31 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | New | 24 | $2K |
| National Bank of Canada | 0.00% | Reduce -43.9% | 23 | $2K |
| Register Financial Advisors LLC | 0.00% | New | 22 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 18 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.0% | 10 | $1K |
| Trust Co | 0.00% | New | 9 | $879 |
| Roxbury Financial LLC | 0.00% | Reduce -14.3% | 6 | $580 |
| Signature Equity Partners, LLC | 0.00% | Add +33.3% | 4 | $413 |
"% 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.