Invesco S&P Midcap MomentumXMMOETF
13F holders, Q1 2025 (March 31)335holders −38
36new positions
73sold out
3famous investors
$113.70avg. 13F price*
At the end of Q1 2025, 335 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, down 38 from Q4 2024. 36 opened new positions and 73 sold out. The largest holders were LPL Financial LLC ($305.5M), Morgan Stanley ($198.7M) and Wells Fargo & Company ($99.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Invesco S&P Midcap Momentum
- CUSIP
- 46137V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $87.3M |
| Exits | 73 | $228.2M |
All 13F filers, Q4 2024 → Q1 2025: 2,846,813 shares bought and 7,196,845 shares sold, net −4,350,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| LPL Financial LLC | 0.12% | Add +0.2% | 2,685,101 | $305.5M |
| Morgan Stanley | 0.01% | Add +3.3% | 1,746,398 | $198.7M |
| Wells Fargo & Company | 0.02% | Add +4.7% | 875,989 | $99.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +27.4% | 806,591 | $91.8M |
| Ameriprise Financial Inc. | 0.02% | Add +36.6% | 691,318 | $78.7M |
| Raymond James Financial Inc. | 0.03% | Add +18.3% | 635,822 | $72.3M |
| Bank of America Corp. | 0.01% | Add +10.9% | 555,641 | $63.2M |
| Cetera Investment Advisers | 0.11% | Reduce -20.4% | 490,726 | $55.8M |
| Money Concepts Capital Corp. | 3.94% | Add +6.0% | 462,667 | $52.6M |
| Osaic Holdings, Inc. | 0.10% | Reduce -16.6% | 376,412 | $42.8M |
| Affinity Wealth Management LLC | 6.74% | Add +26.2% | 319,611 | $36.4M |
| Stifel Financial Corp. | 0.04% | Add +30.2% | 303,205 | $34.5M |
| Commonwealth Equity Services, LLC | 0.05% | Add +21.0% | 291,910 | $33.2M |
| Cwm, LLC | 0.13% | Add +15.4% | 284,694 | $32.4M |
| Mainstay Capital Management LLC | 4.30% | Reduce -3.7% | 275,814 | $31.4M |
| Davidson Capital Management Inc. | 8.39% | New | 271,956 | $30.9M |
| Principal Securities, Inc. | 0.69% | No change | 248,852 | $30.7M |
| UBS Group AG | 0.01% | Add +27.6% | 248,316 | $28.2M |
| MML Investors Services, LLC | 0.09% | Reduce -11.5% | 224,841 | $25.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -94.0% | 224,001 | $25.5M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +58.3% | 215,532 | $24.5M |
| Royal Bank of Canada | 0.01% | Add +22.6% | 210,527 | $23.9M |
| Great Valley Advisor Group, Inc. | 0.51% | Add +4.8% | 209,059 | $23.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -43.3% | 206,895 | $23.5M |
| Jones Financial Companies LLLP | 0.02% | Add +54.0% | 204,237 | $23.1M |
| Foundations Investment Advisors, LLC | 0.34% | Reduce -25.0% | 162,319 | $18.5M |
| Citigroup Inc. | 0.01% | Add +17.6% | 143,678 | $16.3M |
| Private Advisor Group, LLC | 0.10% | Add +8.7% | 142,514 | $16.2M |
| Focus Financial Network, Inc. | 0.56% | Reduce -2.4% | 119,849 | $13.6M |
| Affinity Wealth LLC | 13.81% | Add +6.4% | 118,710 | $13.5M |
| Equitable Holdings, Inc. | 0.12% | Add +28.3% | 113,456 | $12.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +37.3% | 113,187 | $12.9M |
| CW Advisors, LLC | 0.14% | New | 105,574 | $12.0M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -78.7% | 104,706 | $11.9M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -78.7% | 104,706 | $11.9M |
| Systelligence, LLC | 2.63% | Reduce -5.8% | 96,174 | $10.9M |
| Family Investment Center, Inc. | 2.66% | Add +555.5% | 95,809 | $10.9M |
| Insight Wealth Strategies, LLC | 1.35% | New | 88,045 | $10.0M |
| Elevation Capital Advisory, LLC | 4.26% | Add +674.6% | 85,870 | $9.8M |
| Moneta Group Investment Advisors LLC | 0.12% | Reduce -2.1% | 76,800 | $8.7M |
| Fifth Third Securities, Inc. | 0.74% | Add +22.9% | 76,761 | $8.7M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +212.3% | 76,231 | $8.7M |
| Manchester Financial Inc. | 1.93% | Add +113.5% | 75,315 | $8.6M |
| Merit Financial Group, LLC | 0.13% | Add +21.0% | 74,839 | $8.5M |
| Avantax Advisory Services, Inc. | 0.05% | Add +4.0% | 70,011 | $8.0M |
| Financial Partners Group, Inc | 1.22% | Add +2069.2% | 69,329 | $7.9M |
| Level Four Advisory Services, LLC | 0.32% | Add +24.3% | 68,967 | $7.8M |
| Financial Advocates Investment Management | 0.52% | Add +5.7% | 64,832 | $7.4M |
| FreeGulliver LLC | 3.71% | Add +118.4% | 64,369 | $7.3M |
| Flagship Wealth Advisors, LLC | 2.99% | Add +54.2% | 62,391 | $7.1M |
| Ausdal Financial Partners, Inc. | 0.53% | Reduce -1.8% | 61,606 | $7.0M |
| Atlas Legacy Advisors, LLC | 1.76% | Reduce -0.5% | 58,481 | $6.9M |
| LMG Wealth Partners, LLC | 1.52% | Add +17.6% | 60,083 | $6.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -35.4% | 59,976 | $6.8M |
| Secure Asset Management, LLC | 1.30% | New | 56,626 | $6.4M |
| ProVise Management Group, LLC | 0.51% | Add +5.0% | 52,821 | $6.0M |
| NewEdge Advisors, LLC | 0.03% | Reduce -8.8% | 49,504 | $5.6M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -48.8% | 49,162 | $5.6M |
| MinichMacGregor Wealth Management, LLC | 1.25% | Reduce -32.3% | 49,161 | $5.6M |
| Institute for Wealth Management, LLC. | 0.71% | Reduce -0.5% | 48,356 | $5.5M |
| Thoroughbred Financial Services, LLC | 0.34% | Add +17.0% | 47,936 | $5.5M |
| Smith Anglin Financial, LLC | 0.55% | New | 45,723 | $5.2M |
| Harbour Investments, Inc. | 0.14% | Reduce -1.3% | 43,717 | $5.0M |
| Ameritas Advisory Services, LLC | 0.19% | Add +3.2% | 41,459 | $4.7M |
| Schorn Wealth LLC | 1.55% | Reduce -2.9% | 41,387 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -32.9% | 40,871 | $4.6M |
| Titleist Asset Management, LLC | 0.54% | Add +410.9% | 40,819 | $4.6M |
| Integrity Alliance, Llc. | 0.18% | New | 40,787 | $4.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +5.9% | 38,000 | $4.3M |
| Redhawk Wealth Advisors, Inc. | 0.57% | Add +325.2% | 37,381 | $4.3M |
| Ullmann Wealth Partners Group, LLC | 0.56% | Add +0.1% | 36,877 | $4.2M |
| Belpointe Asset Management LLC | 0.20% | Add +315.8% | 33,638 | $3.8M |
| Kovack Advisors, Inc. | 0.40% | Add +0.3% | 33,507 | $3.8M |
| VestGen Advisors, LLC | 0.17% | — | 33,490 | $3.8M |
| Kellett Wealth Advisors, LLC | 2.52% | Add +5.6% | 31,993 | $3.6M |
| Symphony Financial Services, Inc. | 2.32% | Add +21.6% | 31,272 | $3.6M |
| Smith, Moore & Co. | 0.33% | Reduce -1.0% | 31,002 | $3.5M |
| Vicus Capital | 0.32% | Add +46.6% | 30,018 | $3.4M |
| Flagship Harbor Advisors, LLC | 0.18% | Add +21.9% | 29,831 | $3.4M |
| Nwam LLC | 0.29% | Add +4.3% | 29,806 | $3.4M |
| AssuredPartners Investment Advisors, LLC | 0.64% | Add +7.8% | 29,260 | $3.3M |
| Elm3 Financial Group, LLC | 2.91% | Add +13.8% | 29,068 | $3.3M |
| Capstone Wealth Management Group, LLC | 1.83% | Add +148.4% | 28,228 | $3.2M |
| Truist Financial Corp. | 0.01% | Add +1008.2% | 27,505 | $3.1M |
| OneAscent Financial Services LLC | 0.20% | Add +32.6% | 27,461 | $3.1M |
| Citadel Advisors | 0.00% | Add +607.8% | 26,961 | $3.1M |
| Koshinski Asset Management, Inc. | 0.26% | Add +751.9% | 26,920 | $3.1M |
| Lowery Thomas, LLC | 2.07% | Reduce -5.6% | 26,613 | $3.0M |
| Prospera Financial Services Inc | 0.07% | Add +162.1% | 26,068 | $3.0M |
| Scarborough Advisors, LLC | 0.41% | Reduce -18.9% | 25,392 | $2.9M |
| Sculati Wealth Management, LLC | 1.14% | Add +3.3% | 24,783 | $2.8M |
| New Millennium Group LLC | 1.83% | Add +3.8% | 24,501 | $2.8M |
| Prostatis Group LLC | 0.87% | Add +27.4% | 24,270 | $2.8M |
| Spectrum Wealth Advisory Group, LLC | 1.27% | Reduce -0.7% | 23,326 | $2.7M |
| Fortune 45 LLC | 1.73% | New | 23,250 | $2.6M |
| Anson Capital, Inc. | 2.17% | Add +10.2% | 22,175 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.6% | 21,643 | $2.5M |
| PCG Wealth Advisors, LLC | 0.86% | Add +92.3% | 21,549 | $2.5M |
| Fortis Capital Advisors, LLC | 0.50% | New | 21,468 | $2.4M |
| Accel Wealth Management | 0.86% | Add +38.3% | 20,892 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -66.9% | 20,746 | $2.4M |
| Ameritas Investment Partners, Inc. | 0.08% | Add +12.9% | 20,313 | $2.3M |
| PSI Advisors, LLC | 0.73% | Add +9.7% | 19,796 | $2.3M |
| AE Wealth Management LLC | 0.02% | Add +120.6% | 19,507 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -22.3% | 19,340 | $2.2M |
| Park Avenue Securities LLC | 0.03% | Reduce -33.4% | 18,702 | $2.1M |
| Diversified Enterprises, LLC | 0.18% | Reduce -0.5% | 18,607 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +37.6% | 18,544 | $2.1M |
| Foresight Capital Management Advisors, Inc. | 1.27% | New | 17,921 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +21.6% | 17,894 | $2.0M |
| MFA Wealth Services | 1.65% | Add +70.9% | 17,681 | $2.0M |
| Southland Equity Partners LLC | 0.45% | Add +2.7% | 17,064 | $1.9M |
| Verde Capital Management | 0.52% | Reduce -1.8% | 16,181 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +1.3% | 16,079 | $1.8M |
| Certified Advisory Corp | 0.20% | Add +3.5% | 15,730 | $1.8M |
| Vantage Financial Partners, LLC | 0.44% | Add +5.2% | 15,614 | $1.8M |
| FMR LLC | 0.00% | Add +29.5% | 14,822 | $1.7M |
| Savvy Advisors, Inc. | 0.17% | Add +4.8% | 14,650 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +159.6% | 14,402 | $1.6M |
| Sovran Advisors, LLC | 0.21% | Reduce -5.8% | 14,611 | $1.6M |
| Comprehensive Wealth Management, LLC | 1.11% | Add +27.7% | 14,072 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +74.1% | 13,560 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Add +1.4% | 13,549 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Reduce -6.4% | 13,010 | $1.5M |
| Veridan Wealth LLC | 0.66% | Add +11.1% | 12,848 | $1.5M |
| AQR Capital Management | 0.00% | Add +17.4% | 12,835 | $1.5M |
| Fermata Advisors, LLC | 0.26% | Add +293.6% | 12,744 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.1% | 12,463 | $1.4M |
| Fortitude Family Office, LLC | 0.50% | No change | 12,300 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Reduce -3.6% | 12,168 | $1.4M |
| TruWealth Advisors, LLC | 0.08% | New | 12,048 | $1.4M |
| Vista Cima Wealth Management LLC | 1.43% | Reduce -16.4% | 11,703 | $1.3M |
| GPM Growth Investors, Inc. | 0.58% | New | 11,635 | $1.3M |
| Mariner, LLC | 0.00% | Add +4.9% | 11,512 | $1.3M |
| Bison Wealth, LLC | 0.12% | Add +445.5% | 11,215 | $1.3M |
| Creative Financial Designs Inc. | 0.10% | Add +6.9% | 11,101 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +18.4% | 11,064 | $1.3M |
| Western Wealth Management, LLC | 0.08% | Add +0.6% | 11,049 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -26.5% | 10,794 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -14.3% | 10,609 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +31.5% | 10,477 | $1.2M |
| HBW Advisory Services LLC | 0.17% | Add +14.2% | 10,339 | $1.2M |
| Valued Retirements, Inc. | 1.49% | Reduce -0.6% | 9,990 | $1.1M |
| FLP Wealth Management, LLC | 3.60% | Add +1.2% | 9,955 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +19.1% | 9,748 | $1.1M |
| JBR Co Financial Management Inc | 0.63% | Add +25.2% | 9,483 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +7.1% | 9,352 | $1.1M |
| Capital Advisory Group Advisory Services, LLC | 0.41% | Reduce -3.4% | 9,348 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.2% | 9,331 | $1.1M |
| Commonwealth Financial Services, LLC | 0.22% | Reduce -81.7% | 9,264 | $1.1M |
| Arkadios Wealth Advisors | 0.04% | Add +6.5% | 9,160 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +7.6% | 8,923 | $1.0M |
| Ancora Advisors LLC | 0.02% | Reduce -17.6% | 8,697 | $989K |
| Faithward Advisors, LLC | 0.17% | Reduce -18.9% | 8,579 | $976K |
| Brass Tax Wealth Management, Inc. | 0.20% | New | 8,552 | $973K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -77.9% | 8,338 | $949K |
| Kane Investment Management, Inc. | 0.46% | Add +145.1% | 8,326 | $947K |
| Grandview Asset Management LLC | 0.36% | New | 8,308 | $945K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.7% | 8,278 | $942K |
| Independent Wealth Network Inc. | 0.37% | Add +12.4% | 8,095 | $921K |
| OxenFree Capital LLC | 0.70% | Reduce -0.8% | 8,622 | $919K |
| Mgo One Seven LLC | 0.04% | Add +161.9% | 7,917 | $901K |
| GWN Securities Inc. | 0.05% | Reduce -27.9% | 7,406 | $899K |
| Sound Income Strategies, LLC | 0.05% | New | 7,894 | $898K |
| Belvedere Trading LLC | 0.08% | Add +320.2% | 7,707 | $877K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -6.4% | 7,678 | $873K |
| PFG Advisors | 0.05% | Add +2.0% | 7,406 | $843K |
| Comprehensive Financial Planning, Inc. | 0.82% | Reduce -0.1% | 7,369 | $838K |
| Armbruster Capital Management, Inc. | 0.16% | No change | 6,959 | $792K |
| Patten Group, Inc. | 0.17% | Add +0.4% | 6,694 | $762K |
| Coppell Advisory Solutions LLC | 0.10% | Add +412.8% | 7,820 | $757K |
| TFB Advisors LLC | 0.22% | Reduce -8.4% | 6,625 | $754K |
| Comerica Bank | 0.00% | Add +1.3% | 6,602 | $751K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -0.0% | 6,430 | $731K |
| Centerpoint Advisory Group | 0.70% | Reduce -10.0% | 6,233 | $709K |
| Guardian Partners Inc. | 0.07% | Reduce -79.3% | 6,344 | $708K |
| Baird Financial Group, Inc. | 0.00% | Add +3.8% | 6,213 | $707K |
| Lion Street Advisors, LLC | 0.22% | Add +59.4% | 6,124 | $697K |
| Act Wealth Management, LLC | 0.31% | Add +0.3% | 6,022 | $685K |
| Jackson Wealth Management, LLC | 0.08% | Add +8.4% | 5,952 | $677K |
| Financial Freedom, LLC | 0.38% | Add +936.1% | 5,771 | $656K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -66.9% | 5,568 | $633K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -94.1% | 5,408 | $615K |
| Chicago Partners Investment Group LLC | 0.02% | New | 5,020 | $600K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +14.9% | 5,238 | $596K |
| Swisher Financial Concepts, Inc. | 0.49% | New | 5,178 | $589K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +46.2% | 5,114 | $582K |
| World Equity Group, Inc. | 0.16% | Reduce -47.8% | 4,934 | $562K |
| Nemes Rush Group LLC | 0.07% | No change | 4,904 | $558K |
| Assetmark, Inc. | 0.00% | Add +548.8% | 4,827 | $549K |
| Spire Wealth Management | 0.02% | Reduce -25.9% | 4,798 | $546K |
| World Investment Advisors | 0.01% | Reduce -62.8% | 4,548 | $517K |
| EPG Wealth Management LLC | 0.14% | Add +0.2% | 4,363 | $496K |
| Northern Trust Corp. | 0.00% | New | 4,351 | $495K |
| Jane Street Group, LLC | 0.00% | Reduce -35.5% | 4,342 | $494K |
| Mascagni Wealth Management, Inc. | 0.49% | No change | 4,326 | $492K |
| Ferguson Shapiro LLC | 0.18% | Reduce -3.1% | 4,279 | $487K |
| Advisory Services Network, LLC | 0.01% | Reduce -15.7% | 4,245 | $483K |
| MY Wealth Management Inc. | 0.45% | Add +8.7% | 4,077 | $464K |
| StoneX Group Inc. | 0.03% | Add +16.6% | 4,043 | $460K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.6% | 4,009 | $456K |
| Longview Financial Advisors, Inc. | 0.39% | Reduce -9.0% | 3,980 | $453K |
| Wealthspire Advisors, LLC | 0.00% | Add +29.1% | 3,980 | $453K |
| &partners | 0.00% | Add +19.5% | 3,944 | $446K |
| Pine Harbor Wealth Management, LLC | 0.18% | No change | 3,854 | $438K |
| American Financial Advisors, LLC | 0.06% | No change | 3,848 | $438K |
| Private Trust Co. NA | 0.04% | Reduce -31.4% | 3,771 | $429K |
| Fisher Asset Management | 0.00% | New | 3,532 | $402K |
| Silver Oak Securities, Incorporated | 0.04% | Add +58.6% | 3,550 | $402K |
| Uptick Partners, LLC | 0.13% | No change | 3,500 | $398K |
| Afg Fiduciary Services Limited Partnership | 0.29% | No change | 3,513 | $390K |
| International Assets Investment Management, LLC | 0.03% | Add +4.8% | 3,417 | $389K |
| HRT Financial LP | 0.00% | New | 3,419 | $388K |
| Whipplewood Advisors, LLC | 0.23% | Add +980.0% | 36,892 | $387K |
| TBH Global Asset Management, LLC | 0.07% | Reduce -38.8% | 2,228 | $386K |
| Nova Wealth Management, Inc. | 0.31% | Add +0.8% | 3,183 | $362K |
| Breakwater Capital Group | 0.06% | New | 3,174 | $361K |
| Mission Financial Group, LLC | 0.33% | — | 2,472 | $358K |
| Meridian Financial Advisors, LLC | 0.25% | Reduce -3.1% | 3,150 | $358K |
| Creative Planning | 0.00% | Add +74.3% | 3,146 | $358K |
| Sunbelt Securities, Inc. | 0.03% | New | 3,126 | $356K |
| Seaview Investment Managers LLC | 0.09% | Reduce -93.5% | 3,091 | $352K |
| HRC Wealth Management, LLC | 0.22% | Add +5.5% | 3,063 | $348K |
| Blair William & Co. | 0.00% | Add +3.2% | 2,946 | $335K |
| Brookwood Investment Group LLC | 0.06% | — | 2,919 | $332K |
| Continuum Advisory, LLC | 0.04% | Reduce -8.8% | 2,880 | $328K |
| 49 Wealth Management, LLC | 0.04% | Add +8.3% | 2,864 | $326K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -21.7% | 2,840 | $323K |
| Parcion Private Wealth LLC | 0.03% | Add +18.4% | 2,832 | $322K |
| Silverlake Wealth Management LLC | 0.12% | No change | 2,800 | $319K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 2,776 | $316K |
| Riggs Asset Managment Co. Inc. | 0.09% | Reduce -2.2% | 2,772 | $315K |
| Calton & Associates, Inc. | 0.07% | New | 2,766 | $315K |
| Guerra Advisors Inc | 0.17% | Reduce -95.5% | 2,728 | $310K |
| Brookstone Capital Management | 0.00% | Reduce -2.3% | 2,682 | $305K |
| Csenge Advisory Group | 0.02% | Reduce -54.8% | 2,761 | $303K |
| Reliant Investment Partners, LLC | 0.30% | Add +8.5% | 2,619 | $298K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.6% | 2,591 | $295K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.6% | 2,591 | $295K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +30.8% | 2,579 | $293K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.3% | 2,565 | $292K |
| Cooper Financial Group | 0.04% | Reduce -7.4% | 2,540 | $289K |
| Trexquant Investment LP | 0.00% | New | 2,508 | $285K |
| Gentry Private Wealth, LLC | 0.23% | Add +4.3% | 2,494 | $284K |
| TCP Asset Management, LLC | 0.06% | No change | 2,491 | $283K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -30.8% | 2,495 | $282K |
| Atlas Private Wealth Advisors | 0.04% | New | 2,424 | $276K |
| Goldstone Financial Group, LLC | 0.04% | Reduce -1.0% | 2,393 | $272K |
| National Philanthropic Trust | 0.00% | No change | 2,375 | $270K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 2,364 | $269K |
| Moneco Advisors, LLC | 0.03% | New | 2,334 | $266K |
| Farther Finance Advisors, LLC | 0.01% | Add +222.3% | 2,198 | $253K |
| Good Life Advisors, LLC | 0.02% | Add +9.7% | 2,219 | $252K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 2,166 | $246K |
| Journey Advisory Group, LLC | 0.02% | New | 2,134 | $243K |
| TAGStone Capital, Inc. | 0.12% | Add +0.5% | 2,106 | $240K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -85.4% | 2,046 | $233K |
| Three Magnolias Financial Advisors, LLC | 0.20% | Add +11.0% | 2,025 | $230K |
| Crescent Sterling, Ltd. | 0.23% | New | 2,004 | $228K |
| Schrum Private Wealth Management LLC | 0.20% | No change | 2,000 | $228K |
| Townsquare Capital LLC | 0.00% | Reduce -31.6% | 1,994 | $227K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -12.6% | 1,921 | $219K |
| Advisory Alpha, LLC | 0.01% | Add +1.9% | 1,885 | $214K |
| D.A. Davidson & Co. | 0.00% | Add +5.7% | 1,867 | $212K |
| IFG Advisory, LLC | 0.01% | Add +13.3% | 1,854 | $211K |
| Apexium Financial, LP | 0.01% | No change | 1,850 | $210K |
| Lifeworks Advisors, LLC | 0.03% | New | 1,841 | $209K |
| Capital Wealth Alliance, LLC | 0.12% | No change | 1,800 | $205K |
| Betterment LLC | 0.00% | Reduce -35.5% | 1,789 | $204K |
| Lodestone Wealth Management LLC | 0.11% | Add +3.6% | 1,770 | $201K |
| Investors Research Corp | 0.04% | Add +62.7% | 1,756 | $200K |
| Main Street Group, LTD | 0.08% | Add +7433.3% | 1,582 | $180K |
| IFP Advisors, Inc | 0.01% | Reduce -6.5% | 1,565 | $178K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $171K |
| Glenmede Trust Co. NA | 0.00% | Add +1.2% | 1,437 | $163K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,400 | $159K |
| US Bancorp \de | 0.00% | Reduce -72.9% | 1,387 | $158K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1842.3% | 1,379 | $157K |
| Bank of Montreal | 0.00% | No change | 1,325 | $151K |
| NorthRock Partners, LLC | 0.01% | Reduce -11.2% | 1,322 | $150K |
| Bessemer Group Inc. | 0.00% | No change | 1,312 | $149K |
| Noble Wealth Management PBC | 0.10% | Add +0.1% | 1,299 | $148K |
| Realta Investment Advisors | 0.06% | Add +5.0% | 1,150 | $131K |
| Richards, Merrill & Peterson, Inc. | 0.06% | No change | 1,089 | $124K |
| First Command Advisory Services, Inc. | 0.00% | Add +63.2% | 1,074 | $122K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.2% | 927 | $105K |
| Wood Tarver Financial Group, LLC | 0.03% | Add +18.4% | 919 | $105K |
| Capital Analysts, LLC | 0.00% | Add +17.4% | 742 | $84K |
| Hoey Investments, Inc. | 0.01% | New | 580 | $66K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 575 | $65K |
| Bokf, NA | 0.00% | No change | 568 | $65K |
| Larson Financial Group LLC | 0.00% | Add +14.2% | 531 | $60K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +41.5% | 539 | $60K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 415 | $51K |
| City State Bank | 0.01% | No change | 350 | $40K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +98.3% | 345 | $39K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 330 | $38K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +28.4% | 289 | $33K |
| Ameriflex Group, Inc. | 0.01% | Reduce -27.5% | 285 | $32K |
| Archer Investment Corp | 0.01% | No change | 265 | $30K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Reduce -44.9% | 245 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +29.1% | 244 | $28K |
| Marshall Investment Management, LLC | 0.02% | Reduce -99.5% | 225 | $26K |
| Deutsche Bank AG | 0.00% | Reduce -93.9% | 201 | $23K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $22K |
| Signature Resources Capital Management, LLC | 0.02% | New | 160 | $18K |
| National Bank of Canada | 0.00% | No change | 138 | $16K |
| Ridgewood Investments LLC | 0.01% | No change | 120 | $14K |
| Register Financial Advisors LLC | 0.01% | No change | 107 | $12K |
| Simplex Trading, LLC | 0.00% | Reduce -49.1% | 110 | $12K |
| NFSG Corp | 0.00% | Reduce -83.7% | 101 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $11K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 87 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 83 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 69 | $8K |
| JNBA Financial Advisors | 0.00% | Reduce -25.6% | 67 | $8K |
| Peoples Bank | 0.01% | No change | 67 | $8K |
| GoalVest Advisory LLC | 0.00% | No change | 63 | $7K |
| Key Financial Inc | 0.00% | New | 59 | $7K |
| Abound Wealth Management | 0.00% | Add +1.7% | 59 | $7K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -25.7% | 55 | $6K |
| Howe & Rusling Inc. | 0.00% | New | 47 | $5K |
| Colonial Trust Co / SC | 0.00% | Reduce -4.3% | 45 | $5K |
| Wagner Wealth Management, LLC | 0.00% | No change | 45 | $5K |
| Coldstream Capital Management Inc. | 0.00% | New | 38 | $4K |
| IMA Advisory Services, Inc. | 0.00% | New | 30 | $3K |
| Lanark Financial, Inc. | 0.00% | — | 29 | $3K |
| Nvwm, LLC | 0.00% | No change | 21 | $2K |
| Luminist Capital LLC | 0.00% | No change | 18 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -93.2% | 16 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 12 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 9 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 6 | $687 |
| Washington Growth Strategies LLC | 0.31% | — | 114 | $351 |
"% of holder's portfolio" is XMMO's weight in each manager's 13F, not the share of Invesco S&P Midcap Momentum the manager owns.