Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q2 2026 (June 30)432holders +5
32new positions
26sold out
1famous investor
$112.77avg. 13F price*
At the end of Q2 2026, 432 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 5 from Q1 2026. 32 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($459.4M), Morgan Stanley ($277.0M) and Cetera Investment Advisers ($157.5M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $71.8M |
| Exits | 26 | $35.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,001,237 shares bought and 1,921,060 shares sold, net +80,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 432 holders
| LPL Financial LLC | 0.10% | Reduce -8.4% | 4,069,723 | $459.4M |
| Morgan Stanley | 0.01% | Add +1.5% | 2,453,754 | $277.0M |
| Cetera Investment Advisers | 0.14% | Reduce -0.5% | 1,395,285 | $157.5M |
| Vantagepoint Investment Advisers LLC | 1.08% | No change | 1,280,545 | $144.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +0.6% | 1,209,723 | $136.6M |
| Jones Financial Companies LLLP | 0.05% | Add +10.9% | 1,083,543 | $120.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.0% | 1,065,755 | $120.3M |
| Commonwealth Equity Services, LLC | 0.13% | Add +0.3% | 948,076 | $107.0M |
| Raymond James Financial Inc. | 0.03% | Reduce -8.2% | 821,987 | $92.8M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 641,349 | $72.4M |
| Wells Fargo & Company | 0.01% | Reduce -18.0% | 588,075 | $66.4M |
| Waverly Advisors, LLC | 0.31% | Add +1592.6% | 469,902 | $53.0M |
| Osaic Holdings, Inc. | 0.06% | Add +15.9% | 431,036 | $48.7M |
| Focus Partners Wealth | 0.05% | Reduce -4.7% | 420,269 | $47.4M |
| Straightline Group LLC | 19.72% | Add +1.8% | 370,591 | $41.8M |
| NewEdge Advisors, LLC | 0.12% | Add +9.3% | 364,659 | $41.2M |
| Focus Financial Network, Inc. | 1.22% | Add +1.6% | 348,740 | $39.4M |
| Equitable Trust Co. | 1.59% | Add +1.9% | 338,550 | $38.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -0.9% | 324,821 | $36.7M |
| UMB Bank, n.a. | 0.46% | Add +1.6% | 321,520 | $36.3M |
| Crestwood Advisors Group, LLC | 0.51% | Add +2.2% | 302,466 | $34.1M |
| Royal Bank of Canada | 0.01% | Add +16.9% | 282,592 | $31.9M |
| Atlantic Union Bankshares Corp | 0.50% | Add +2.4% | 266,013 | $30.0M |
| Bluespring Wealth Management, LLC | 0.56% | New | 255,789 | $28.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.6% | 245,023 | $27.7M |
| Private Advisor Group, LLC | 0.11% | Reduce -10.8% | 219,845 | $24.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.2% | 211,860 | $23.9M |
| Trilogy Capital Inc. | 0.91% | Add +0.1% | 207,094 | $23.4M |
| Blue Water Asset Management | 7.23% | Add +1.9% | 198,483 | $22.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -0.1% | 191,531 | $21.6M |
| Trust Co. of Toledo NA | 1.77% | Add +4.1% | 188,122 | $21.2M |
| KPP Advisory Services LLC | 2.64% | Add +0.5% | 184,344 | $20.8M |
| UBS Group AG | 0.00% | Reduce -1.5% | 177,006 | $20.0M |
| Hunter Associates Investment Management LLC | 2.29% | Add +3.6% | 176,086 | $19.9M |
| Sax Wealth Advisors, LLC | 0.78% | Reduce -1.9% | 186,619 | $19.3M |
| Wealthspire Retirement, LLC | 1.00% | Add +8.2% | 161,859 | $18.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.49% | Add +5.6% | 161,101 | $18.2M |
| Stifel Financial Corp. | 0.01% | Reduce -0.0% | 159,000 | $17.9M |
| WCG Wealth Advisors LLC | 0.40% | Add +3.5% | 149,538 | $16.9M |
| Prevail Innovative Wealth Advisors, LLC | 2.49% | Add +46.8% | 148,069 | $16.7M |
| MML Investors Services, LLC | 0.03% | Add +19.2% | 146,705 | $16.6M |
| Bleakley Financial Group, LLC | 0.20% | Add +2.7% | 140,808 | $15.9M |
| Everest Financial Group LLC | 2.01% | Reduce -15.7% | 131,701 | $14.9M |
| Traction Financial Partners, LLC | 7.85% | Add +4.0% | 130,921 | $14.8M |
| NBZ Investment Advisors LLC | 5.71% | Reduce -1.1% | 129,534 | $14.6M |
| Clearview Wealth Management LLC | 9.30% | Reduce -0.4% | 128,187 | $14.5M |
| PCG Wealth Advisors, LLC | 3.19% | Reduce -10.0% | 126,842 | $14.3M |
| Sowell Financial Services LLC | 0.46% | Add +1.8% | 125,775 | $14.2M |
| Madrona Financial Services, LLC | 2.58% | Reduce -2.5% | 123,961 | $14.0M |
| &partners | 0.06% | Add +40.5% | 118,745 | $13.5M |
| Merit Financial Group, LLC | 0.08% | Add +2.4% | 114,881 | $13.0M |
| WESCAP Management Group, Inc. | 2.34% | Add +1.8% | 110,864 | $12.5M |
| Liberty Square Wealth Partners LLC | 2.71% | Add +9.4% | 100,810 | $11.4M |
| Altus Wealth Group LLC | 4.07% | Add +3.0% | 99,819 | $11.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +2705.6% | 99,569 | $11.2M |
| Marshall Investment Management, LLC | 4.49% | New | 95,805 | $10.8M |
| Cornerstone Wealth Management, LLC | 0.45% | Add +6.4% | 93,077 | $10.5M |
| Concord Wealth Partners | 1.20% | Add +4.5% | 92,704 | $10.5M |
| XY Planning Network, Inc. | 1.29% | Add +28.0% | 91,449 | $10.3M |
| Equitable Holdings, Inc. | 0.06% | Reduce -13.7% | 91,236 | $10.3M |
| Harbour Investments, Inc. | 0.14% | Add +1.9% | 91,194 | $10.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -9.5% | 90,930 | $10.3M |
| Thoroughbred Financial Services, LLC | 0.48% | Reduce -0.8% | 89,533 | $10.1M |
| Corecam Pte. Ltd. | 3.79% | Reduce -18.6% | 88,720 | $10.0M |
| Oasis Advisors, LLC | 6.44% | New | 87,887 | $9.9M |
| Concord Asset Management, LLC | 1.53% | Add +2.1% | 87,752 | $9.9M |
| Fifth Third Securities, Inc. | 0.56% | Add +2.1% | 86,619 | $9.8M |
| Investors Portfolio Services LLC | 6.88% | Add +18.4% | 79,879 | $9.0M |
| Gotham Asset Management | 0.02% | Add +18.6% | 79,486 | $9.0M |
| HighPoint Advisor Group LLC | 0.32% | Add +0.4% | 79,238 | $8.9M |
| Mariner, LLC | 0.01% | Add +1.8% | 76,511 | $8.6M |
| Trivium Point Advisory, LLC | 0.78% | Add +192.3% | 76,238 | $8.6M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +2.0% | 75,920 | $8.6M |
| Denver Wealth Management, Inc. | 2.44% | Add +7.6% | 75,628 | $8.5M |
| DHJJ Financial Advisors, Ltd. | 2.42% | Add +3.0% | 74,376 | $8.4M |
| Wealth Enhancement Trust Services, Inc. | 0.91% | Reduce -14.6% | 72,818 | $8.2M |
| NewEdge Wealth, LLC | 0.08% | Reduce -6.1% | 72,224 | $8.2M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -18.9% | 70,701 | $8.0M |
| Atticus Wealth Management, LLC | 1.89% | Add +2.0% | 70,473 | $8.0M |
| USAdvisors Wealth Management, LLC | 2.24% | Reduce -3.6% | 69,211 | $7.8M |
| IHT Wealth Management, LLC | 0.16% | Reduce -1.5% | 68,586 | $7.7M |
| Clark Wealth Partners | 4.25% | Reduce -10.6% | 66,614 | $7.5M |
| Berkeley, Inc | 2.19% | Add +0.7% | 61,771 | $7.0M |
| Lighthouse Wealth Management Inc. | 4.32% | Add +4.3% | 61,696 | $7.0M |
| Financial Management, Inc. | 5.63% | Add +1.4% | 60,827 | $6.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +3.9% | 60,450 | $6.8M |
| Burns Matteson Capital Management, LLC | 2.13% | Reduce -0.1% | 59,522 | $6.7M |
| Journey Advisory Group, LLC | 0.51% | Add +5.7% | 58,778 | $6.6M |
| American National Bank of Texas | 5.91% | Reduce -0.9% | 57,403 | $6.5M |
| Modern Wealth Management, LLC | 0.08% | Reduce -32.1% | 56,580 | $6.4M |
| Spectrum Wealth Advisory Group, LLC | 1.80% | Reduce -1.1% | 56,108 | $6.3M |
| Principle Wealth Partners LLC | 0.31% | Reduce -2.0% | 56,075 | $6.3M |
| Mgo One Seven LLC | 0.10% | Reduce -8.7% | 55,670 | $6.3M |
| Natixis Advisors, LLC | 0.01% | Add +36.5% | 55,440 | $6.3M |
| Independent Financial Group, LLC | 0.12% | Add +174.6% | 55,142 | $6.2M |
| PFG Advisors | 0.31% | Add +6.1% | 54,368 | $6.1M |
| Mascagni Wealth Management, Inc. | 3.80% | Reduce -2.1% | 54,169 | $6.1M |
| Perennial Investment Advisors, LLC | 0.41% | Add +2.2% | 54,060 | $6.1M |
| Aspen Wealth Strategies, LLC | 2.92% | Add +2.6% | 53,417 | $6.0M |
| Forge Financial Services LLC | 0.52% | Reduce -1.7% | 53,091 | $6.0M |
| Precedent Wealth Partners, LLC | 0.99% | Reduce -51.6% | 52,484 | $5.9M |
| Live Oak Investment Partners | 3.15% | Add +4.3% | 51,820 | $5.8M |
| Thrivent Financial for Lutherans | 0.01% | New | 51,114 | $5.8M |
| Prota Financial, LLC | 3.64% | Reduce -35.7% | 49,037 | $5.5M |
| Onyx Bridge Wealth Group LLC | 0.50% | Add +3.8% | 48,910 | $5.5M |
| MAI Capital Management | 0.02% | Add +1.9% | 48,326 | $5.5M |
| Mann Financial Group, Inc. | 4.56% | Add +21.2% | 48,238 | $5.4M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -26.1% | 48,013 | $5.4M |
| World Investment Advisors | 0.09% | Reduce -0.2% | 51,616 | $5.3M |
| Adamsbrown Wealth Consultants LLC | 1.00% | Reduce -2.4% | 46,918 | $5.3M |
| Silver Coast Investments LLC | 1.57% | Reduce -0.4% | 46,706 | $5.3M |
| Concentrum Wealth Management | 1.23% | Add +4.3% | 45,353 | $5.1M |
| Carolina Wealth Management Inc | 2.29% | — | 44,071 | $5.0M |
| Financial Partners Group, Inc | 0.49% | Reduce -2.4% | 42,949 | $4.8M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +0.8% | 39,897 | $4.5M |
| Bfsg, LLC | 0.39% | Add +2.9% | 39,243 | $4.4M |
| WealthCare Investment Partners, LLC | 1.07% | Reduce -12.2% | 38,997 | $4.4M |
| Equity Wealth Partners, LLC | 1.53% | Add +1.6% | 37,723 | $4.3M |
| Fiduciary Financial Advisors | 0.42% | New | 36,720 | $4.1M |
| Family Capital Management, Inc. | 1.60% | Add +0.8% | 36,675 | $4.1M |
| Corecam AG | 3.53% | Reduce -22.8% | 36,640 | $4.1M |
| CENTRAL TRUST Co | 0.07% | Reduce -20.4% | 35,989 | $4.1M |
| Kingsview Wealth Management, LLC | 0.05% | Add +16.2% | 35,671 | $4.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.3% | 35,500 | $4.0M |
| Sagace Wealth Management LLC | 2.52% | Add +0.4% | 35,291 | $4.0M |
| New Insight Wealth Advisors | 1.16% | Add +21.3% | 34,786 | $3.9M |
| Venturi Wealth Management, LLC | 0.15% | Add +7.5% | 34,426 | $3.9M |
| Vista Cima Wealth Management LLC | 2.89% | Add +1.8% | 34,417 | $3.9M |
| Mason & Associates Inc | 0.62% | Add +0.7% | 33,957 | $3.8M |
| Duncan Williams Asset Management, LLC | 0.86% | Reduce -20.5% | 33,834 | $3.8M |
| Parr McKnight Wealth Management Group, LLC | 0.45% | Add +6.5% | 33,784 | $3.8M |
| PSI Advisors, LLC | 0.88% | Reduce -26.4% | 33,437 | $3.8M |
| Melone Private Wealth, LLC | 1.44% | Add +0.8% | 33,416 | $3.8M |
| PlanVest Financial, Inc | 2.51% | Reduce -2.1% | 33,307 | $3.8M |
| Dahring | Cusmano LLC | 1.97% | Reduce -8.7% | 33,169 | $3.7M |
| LYNX Capital Group Ltd. | 1.48% | Add +0.2% | 32,393 | $3.7M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -5.3% | 31,888 | $3.6M |
| Bellars Harris Wealth Management, LLC | 0.73% | — | 31,835 | $3.6M |
| Sigma Planning Corp | 0.09% | Reduce -3.2% | 31,423 | $3.5M |
| Centerpoint Advisory Group | 2.21% | Reduce -2.8% | 30,904 | $3.5M |
| Cassady Wealth & Retirement Planning, LLC | 1.59% | Add +3.0% | 30,315 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +137.4% | 29,846 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +4.7% | 29,733 | $3.4M |
| Western Wealth Management, LLC | 0.11% | Add +20.1% | 29,215 | $3.3M |
| Steelhead Wealth Management LLC | 1.26% | Add +15.5% | 27,760 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +13.5% | 27,373 | $3.1M |
| Sovran Advisors, LLC | 0.23% | Add +3.4% | 26,739 | $3.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.6% | 26,192 | $3.0M |
| Biltmore Family Office, LLC | 0.38% | Reduce -4.9% | 25,773 | $2.9M |
| Redhawk Wealth Advisors, Inc. | 0.28% | Add +1.6% | 25,164 | $2.8M |
| Milestone Investment Advisors LLC | 0.61% | Add +8.7% | 24,926 | $2.8M |
| Marshall Financial Group, LLC | 0.41% | Add +4.6% | 24,734 | $2.8M |
| United Asset Strategies, Inc. | 0.19% | Reduce -8.1% | 24,101 | $2.7M |
| Horizon Family Wealth, Inc. | 1.22% | Reduce -1.2% | 23,610 | $2.7M |
| Harbor Asset Planning, Inc. | 1.96% | Reduce -4.5% | 23,111 | $2.6M |
| Wiser Advisor Group LLC | 2.83% | Reduce -0.1% | 22,938 | $2.6M |
| Creative Financial Designs Inc. | 0.12% | Add +12.4% | 22,771 | $2.6M |
| Wealth Advisory Team LLC | 2.09% | — | 22,747 | $2.6M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -31.9% | 22,747 | $2.6M |
| Atlantic Edge Private Wealth Management, LLC | 0.52% | Reduce -1.7% | 22,636 | $2.6M |
| Enzi Wealth | 0.80% | Reduce -7.6% | 22,335 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Add +5.7% | 22,322 | $2.5M |
| Solutions 4 Wealth, Ltd | 3.24% | Add +14.5% | 22,223 | $2.5M |
| Firestone Capital Management | 0.45% | Add +0.0% | 21,207 | $2.4M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.09% | No change | 21,000 | $2.4M |
| Diversify Advisory Services, LLC | 0.04% | New | 20,115 | $2.3M |
| Diversify Wealth Management, LLC | 0.04% | New | 20,115 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -60.0% | 20,000 | $2.3M |
| DORVAL Corp | 0.62% | Add +20.4% | 19,174 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -4.7% | 18,970 | $2.1M |
| Prairie Advisory, LLC | 0.51% | — | 18,951 | $2.1M |
| Principal Securities, Inc. | 0.03% | Reduce -67.5% | 18,861 | $2.1M |
| Independent Advisor Alliance | 0.05% | Reduce -90.0% | 18,830 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -2.7% | 18,689 | $2.1M |
| Connecticut Capital Management Group, LLC | 1.68% | Add +9.0% | 18,437 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.8% | 17,942 | $2.0M |
| Creative Planning | 0.00% | Reduce -13.3% | 17,785 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.6% | 17,483 | $2.0M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -33.7% | 17,121 | $1.9M |
| BNB Wealth Management, LLC | 1.05% | Reduce -0.8% | 17,023 | $1.9M |
| Regal Investment Advisors LLC | 0.10% | Add +337.9% | 16,988 | $1.9M |
| Brown Miller Wealth Management, LLC | 0.47% | Reduce -21.9% | 16,654 | $1.9M |
| Penobscot Wealth Management | 0.50% | Add +1.3% | 16,518 | $1.9M |
| WPG Advisers, LLC | 1.07% | Add +4.2% | 16,098 | $1.8M |
| Flow Traders U.S. LLC | 0.07% | Add +22.9% | 16,018 | $1.8M |
| GeoWealth Management, LLC | 0.06% | Add +1.7% | 15,640 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.54% | Add +1.6% | 15,326 | $1.7M |
| Family Investment Center, Inc. | 0.29% | Reduce -21.8% | 15,301 | $1.7M |
| Harbor Investment Advisory, LLC | 0.12% | Reduce -2.5% | 14,725 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.2% | 14,613 | $1.6M |
| Roman Butler Fullerton & Co. | 0.38% | Add +0.4% | 14,168 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 14,044 | $1.6M |
| Wagner Wealth Management, Corp | 1.26% | Add +16.8% | 13,836 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +4.3% | 13,119 | $1.5M |
| Legacy Financial Advisors, Inc. | 0.18% | Add +7.8% | 13,106 | $1.5M |
| Westfuller Advisors, LLC | 0.52% | Reduce -14.0% | 12,729 | $1.4M |
| Forum Private Client Group LLC | 0.42% | Reduce -2.5% | 12,560 | $1.4M |
| Evergreen Wealth Partners LLC | 0.84% | Add +69.4% | 12,339 | $1.4M |
| Centaurus Financial, Inc. | 0.05% | Add +6.6% | 12,186 | $1.4M |
| Visionary Wealth Advisors | 0.05% | Reduce -3.8% | 12,147 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -11.6% | 12,051 | $1.4M |
| Stewardship Concepts Financial Services LLC | 0.91% | Add +7.1% | 12,044 | $1.4M |
| Silver Oak Securities, Incorporated | 0.08% | Add +9.3% | 11,868 | $1.3M |
| Vise Technologies, Inc. | 0.01% | New | 11,747 | $1.3M |
| TAGStone Capital, Inc. | 0.42% | Add +24.9% | 11,580 | $1.3M |
| Golden State Wealth Management, LLC | 0.12% | Add +12.3% | 11,284 | $1.3M |
| Pacific Sun Financial Corp | 0.52% | Reduce -2.5% | 11,162 | $1.3M |
| Fortune Financial Group, Inc. | 0.97% | Reduce -44.4% | 10,983 | $1.2M |
| FMR LLC | 0.00% | Reduce -5.3% | 10,604 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -35.9% | 10,524 | $1.2M |
| Opulen Financial Group LLC | 0.75% | Add +2.6% | 10,507 | $1.2M |
| IFG Advisory, LLC | 0.04% | New | 10,494 | $1.2M |
| TD Capital Management LLC | 0.10% | Add +5.1% | 10,400 | $1.2M |
| Ameritas Advisory Services, LLC | 0.02% | New | 10,346 | $1.2M |
| Global Retirement Partners, LLC | 0.02% | — | 10,295 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.11% | Reduce -28.9% | 10,292 | $1.2M |
| Ayalon Insurance Comp Ltd. | 0.14% | No change | 10,080 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | Add +20.2% | 9,994 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +19.2% | 9,355 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -16.4% | 8,684 | $980K |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.5% | 8,442 | $953K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -1.4% | 8,362 | $944K |
| Symphony Financial Services, Inc. | 0.42% | Add +3.4% | 8,340 | $941K |
| Breakwater Capital Group | 0.11% | Reduce -7.1% | 8,305 | $937K |
| Nalls Sherbakoff Group, LLC | 0.66% | Reduce -7.2% | 8,226 | $929K |
| Csenge Advisory Group | 0.04% | Add +6.1% | 8,184 | $924K |
| Southland Equity Partners LLC | 0.16% | Add +17.8% | 8,015 | $905K |
| Cypress Capital Group | 0.08% | Add +123.8% | 7,990 | $902K |
| Wingate Wealth Advisors, Inc. | 0.40% | Add +23.9% | 7,987 | $902K |
| Fairway Financial, LLC | 0.61% | Add +2.4% | 7,913 | $893K |
| PFG Investments, LLC | 0.03% | Add +0.2% | 7,772 | $877K |
| Clearstead Advisors, LLC | 0.01% | No change | 7,757 | $876K |
| GWN Securities Inc. | 0.14% | Reduce -3.0% | 7,328 | $827K |
| Baird Financial Group, Inc. | 0.00% | Add +3.1% | 7,179 | $810K |
| Reliant Investment Partners, LLC | 0.55% | Reduce -2.6% | 7,164 | $809K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.1% | 7,053 | $796K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +3.4% | 7,009 | $791K |
| Pacific Center for Financial Services | 0.18% | Reduce -0.1% | 6,989 | $789K |
| Pearl Planning LLC | 0.36% | Add +1.9% | 6,907 | $780K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +19.3% | 6,863 | $775K |
| Key Client Fiduciary Advisors, LLC | 0.22% | Reduce -11.4% | 6,690 | $755K |
| Madison Wealth Partners, Inc | 0.10% | Add +34.2% | 6,687 | $755K |
| Moneco Advisors, LLC | 0.05% | Reduce -0.5% | 6,545 | $739K |
| Brookstone Capital Management | 0.01% | Add +20.9% | 6,398 | $722K |
| Hansen & Associates Financial Group, Inc. | 0.41% | Add +94.7% | 6,251 | $717K |
| Hengehold Capital Management LLC | 0.06% | Reduce -7.5% | 6,301 | $711K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 6,200 | $700K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +8.6% | 6,187 | $698K |
| Berger Financial Group, Inc | 0.03% | Add +0.1% | 6,005 | $678K |
| HRC Wealth Management, LLC | 0.27% | Add +3.1% | 5,947 | $671K |
| Meridian Financial Advisors, LLC | 0.32% | Reduce -1.5% | 5,898 | $666K |
| Secure Asset Management, LLC | 0.09% | Reduce -5.0% | 5,888 | $665K |
| Ethos Capital Management, Inc. | 0.46% | Reduce -32.3% | 5,765 | $651K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | Reduce -9.9% | 5,718 | $645K |
| Summit Financial, LLC | 0.01% | Add +6.0% | 5,689 | $642K |
| Wedbush Securities Inc. | 0.02% | Reduce -31.1% | 5,487 | $619K |
| RFG Advisory, LLC | 0.01% | Reduce -84.6% | 5,468 | $617K |
| Money Concepts Capital Corp. | 0.03% | Reduce -12.6% | 5,327 | $601K |
| Rossby Financial, LCC | 0.11% | Reduce -13.7% | 5,281 | $596K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -22.6% | 5,228 | $590K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -9.1% | 5,199 | $587K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 5,090 | $575K |
| Narus Financial Partners, LLC | 0.15% | Reduce -4.6% | 5,034 | $568K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,027 | $567K |
| Eastern Bank | 0.01% | Reduce -28.0% | 4,999 | $564K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +4.7% | 4,945 | $558K |
| Hilltop Holdings Inc. | 0.05% | Reduce -10.5% | 4,920 | $555K |
| Brown Advisory Inc. | 0.00% | No change | 4,914 | $555K |
| Krilogy Financial LLC | 0.02% | Add +0.3% | 4,821 | $544K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.6% | 4,791 | $541K |
| Kovack Advisors, Inc. | 0.03% | Reduce -14.8% | 4,754 | $536K |
| CWC Advisors, LLC. | 0.23% | Add +2.9% | 4,559 | $515K |
| Hancock Whitney Corp. | 0.01% | No change | 4,505 | $509K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -50.0% | 4,500 | $508K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Reduce -9.1% | 4,484 | $506K |
| Bank of Marin | 0.35% | Reduce -38.3% | 4,377 | $494K |
| LongView Wealth Management | 0.13% | Add +0.1% | 4,335 | $489K |
| MCF Advisors LLC | 0.02% | Reduce -3.0% | 4,280 | $483K |
| Investmark Advisory Group LLC | 0.18% | No change | 4,275 | $483K |
| Nuveen, LLC | 0.00% | New | 4,232 | $478K |
| Signal Advisors Wealth, LLC | 0.03% | Add +64.3% | 4,220 | $476K |
| Advyzon Investment Management, LLC | 0.03% | Add +97.8% | 4,218 | $476K |
| NFSG Corp | 0.06% | No change | 4,215 | $476K |
| BAM Wealth Management, LLC | 0.29% | Add +1.0% | 4,169 | $471K |
| OMNI 360 Wealth, Inc. | 0.22% | Reduce -0.5% | 4,137 | $467K |
| Redwood Financial Network Corp | 0.26% | Reduce -25.1% | 4,085 | $461K |
| JBR Co Financial Management Inc | 0.17% | Add +4.3% | 4,012 | $453K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,994 | $451K |
| Tableaux LLC | 0.18% | Reduce -0.0% | 3,831 | $432K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.1% | 3,802 | $429K |
| Schwallier Wealth Management LLC | 0.27% | Reduce -3.2% | 3,751 | $423K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -86.0% | 3,745 | $423K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 3,733 | $418K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +20.1% | 3,672 | $414K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +6.7% | 3,542 | $400K |
| Willner & Heller, LLC | 0.25% | Add +0.1% | 3,502 | $395K |
| Clear Creek Financial Management, LLC | 0.03% | Add +3.4% | 3,501 | $395K |
| Retireful, LLC | 0.37% | No change | 3,486 | $395K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Add +0.1% | 3,450 | $389K |
| Alaska Wealth Advisors, LLC | 0.04% | Reduce -0.0% | 3,399 | $384K |
| Betterment LLC | 0.00% | Add +7.1% | 3,372 | $381K |
| Benjamin Edwards Inc. | 0.00% | No change | 3,302 | $373K |
| Stonebridge Financial Group, LLC / MO | 0.25% | Reduce -27.0% | 3,282 | $370K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -45.0% | 3,248 | $367K |
| Simplicity Wealth,LLC | 0.01% | New | 3,193 | $360K |
| Evolution Wealth Management Inc. | 0.21% | No change | 3,143 | $355K |
| Capital Analysts, LLC | 0.01% | Reduce -2.3% | 3,110 | $351K |
| Adapt Wealth Advisors, LLC | 0.11% | Reduce -28.2% | 3,095 | $349K |
| SageView Advisory Group, LLC | 0.01% | No change | 3,064 | $346K |
| Advisory Alpha, LLC | 0.01% | Reduce -45.7% | 2,991 | $338K |
| Mission Financial Group, LLC | 0.28% | — | 2,982 | $337K |
| OneAscent Wealth Management LLC | 0.10% | Add +4.4% | 2,970 | $335K |
| Nwam LLC | 0.02% | Reduce -25.4% | 2,959 | $334K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.6% | 2,887 | $326K |
| AE Wealth Management LLC | 0.00% | Reduce -4.2% | 2,863 | $323K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -1.0% | 2,781 | $314K |
| Connors Investor Services Inc. | 0.03% | Add +1.1% | 2,772 | $313K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -82.0% | 2,759 | $311K |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.5% | 2,759 | $309K |
| Annex Advisory Services, LLC | 0.01% | Reduce -9.4% | 2,664 | $301K |
| M&T Bank Corp | 0.00% | Reduce -33.4% | 2,664 | $301K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 2,564 | $289K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,535 | $286K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 2,462 | $278K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -4.4% | 2,438 | $275K |
| IFP Advisors, Inc | 0.01% | No change | 2,436 | $275K |
| Wimmer Associates 1, LLC | 0.12% | No change | 2,435 | $275K |
| Trustmark Bank Trust Department | 0.02% | Reduce -39.6% | 2,362 | $267K |
| Nikulski Financial, Inc. | 0.06% | No change | 2,308 | $260K |
| Greenline Wealth Management LLC | 0.21% | Reduce -4.9% | 2,274 | $257K |
| Elm3 Financial Group, LLC | 0.18% | Reduce -2.2% | 2,266 | $256K |
| OneAscent Family Office, LLC | 0.13% | Add +6.3% | 2,257 | $255K |
| Private Trust Co. NA | 0.02% | Add +13.9% | 2,240 | $253K |
| StoneX Group Inc. | 0.01% | New | 2,283 | $251K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -0.2% | 2,211 | $250K |
| Snider Financial Group | 0.06% | Reduce -40.5% | 2,196 | $248K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.8% | 2,156 | $243K |
| Axis Wealth Partners, LLC | 0.12% | Reduce -30.9% | 2,147 | $242K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -5.4% | 2,146 | $242K |
| Compass Financial Services Inc | 0.09% | Add +0.1% | 2,144 | $242K |
| Marathon Capital Management | 0.05% | New | 2,131 | $241K |
| Capstone Capital LLC | 0.14% | No change | 2,130 | $240K |
| Spartan Wealth Advisory Services LLC | 0.02% | Reduce -21.0% | 2,112 | $238K |
| Guyasuta Investment Advisors Inc. | 0.01% | New | 2,108 | $238K |
| Zacks Investment Management | 0.00% | Reduce -3.7% | 2,102 | $237K |
| Trexquant Investment LP | 0.00% | Reduce -22.2% | 2,065 | $233K |
| Northwest Financial Advisors | 0.03% | Reduce -57.1% | 2,055 | $232K |
| Purewater Capital LLC | 0.17% | Add +2.1% | 2,055 | $232K |
| Global Assets Advisory, LLC | 0.05% | New | 2,045 | $232K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -14.7% | 2,014 | $227K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 2,000 | $226K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -32.5% | 1,982 | $224K |
| Schrum Private Wealth Management LLC | 0.23% | New | 2,300 | $223K |
| Compass Ion Advisors, LLC | 0.02% | Add +0.1% | 1,973 | $223K |
| Quantinno Capital Management LP | 0.00% | New | 1,964 | $222K |
| Two Sigma Securities, LLC | 0.02% | New | 1,932 | $218K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -12.2% | 1,909 | $216K |
| Continuum Advisory, LLC | 0.02% | Reduce -6.6% | 1,905 | $215K |
| MPWM Advisory Solutions, LLC | 0.10% | Reduce -2.6% | 1,904 | $215K |
| Edgemoor Investment Advisors, Inc. | 0.01% | New | 1,886 | $213K |
| Fortress Private Ledger, LLC | 0.06% | New | 1,873 | $211K |
| Arax Advisory Partners | 0.00% | Reduce -4.2% | 1,869 | $211K |
| Synergy Investment Management, LLC | 0.05% | Reduce -17.4% | 1,806 | $204K |
| GGM Financial LLC | 0.07% | Reduce -7.8% | 1,715 | $194K |
| Richards, Merrill & Peterson, Inc. | 0.06% | No change | 1,604 | $181K |
| US Bancorp \de | 0.00% | Add +11.6% | 1,549 | $175K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,250 | $141K |
| Sarver Vrooman Wealth Advisors | 0.08% | Add +1.0% | 1,166 | $133K |
| Bogart Wealth, LLC | 0.00% | No change | 1,157 | $131K |
| Allworth Financial LP | 0.00% | Add +0.5% | 1,126 | $127K |
| Millstone Evans Group, LLC | 0.07% | Add +87.7% | 1,115 | $126K |
| Russell Investments Group, Ltd. | 0.00% | Add +48.0% | 1,086 | $123K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,064 | $120K |
| International Assets Investment Management, LLC | 0.01% | Add +56.5% | 875 | $99K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +18.0% | 851 | $94K |
| Glenmede Trust Co. NA | 0.00% | No change | 800 | $90K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 797 | $90K |
| Dunhill Financial, LLC | 0.02% | Reduce -19.8% | 757 | $85K |
| Quent Capital, LLC | 0.01% | New | 744 | $84K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 683 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.7% | 578 | $65K |
| Bessemer Group Inc. | 0.00% | No change | 475 | $54K |
| Financial Gravity Companies, Inc. | 0.01% | — | 465 | $52K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 380 | $43K |
| Mosley Wealth Management | 0.01% | Reduce -67.2% | 372 | $42K |
| Cape Investment Advisory, Inc. | 0.01% | New | 337 | $38K |
| SHP Wealth Management | 0.00% | No change | 324 | $37K |
| Institute for Wealth Management, LLC. | 0.00% | New | 315 | $36K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 304 | $34K |
| Westside Investment Management, Inc. | 0.00% | No change | 300 | $34K |
| Whittier Trust Co. | 0.00% | New | 276 | $32K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 277 | $31K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 255 | $29K |
| Larson Financial Group LLC | 0.00% | No change | 252 | $28K |
| Coastline Trust Co | 0.00% | New | 234 | $26K |
| LRI Investments, LLC | 0.00% | No change | 209 | $24K |
| Clearstead Trust, LLC | 0.00% | Reduce -7.6% | 208 | $23K |
| Tsfg, LLC | 0.00% | No change | 200 | $23K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $23K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $23K |
| Caitlin John, LLC | 0.01% | No change | 171 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 136 | $15K |
| Assetmark, Inc. | 0.00% | Add +35.4% | 134 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 116 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $12K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 95 | $11K |
| CX Institutional | 0.00% | Add +1.2% | 87 | $10K |
| Cheviot Value Management, LLC | 0.00% | No change | 68 | $8K |
| Blue Trust, Inc. | 0.00% | New | 58 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 57 | $6K |
| Signaturefd, LLC | 0.00% | No change | 56 | $6K |
| Ancora Advisors LLC | 0.00% | Reduce -62.6% | 55 | $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% | Add +121.7% | 51 | $6K |
| SYM FINANCIAL Corp | 0.00% | No change | 43 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 40 | $5K |
| Noble Wealth Management PBC | 0.00% | No change | 37 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 37 | $4K |
| Manchester Capital Management LLC | 0.00% | New | 33 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 31 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -84.6% | 30 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 23 | $3K |
| Vanguard Advisers Inc. | 0.00% | Add +33.3% | 24 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 24 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 22 | $2K |
| Markowski Investments | 0.00% | — | 9 | $1K |
| Trust Co | 0.00% | No change | 9 | $960 |
| Roxbury Financial LLC | 0.00% | Reduce -33.3% | 4 | $505 |
| Signature Equity Partners, LLC | 0.00% | No change | 4 | $452 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.7% | 1 | $113 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.4% | 1 | $113 |
"% 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.