Invesco S&P Midcap MomentumXMMOETF
13F holders, Q2 2025 (June 30)352holders +17
51new positions
34sold out
5famous investors
$128.65avg. 13F price*
At the end of Q2 2025, 352 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 17 from Q1 2025. 51 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($361.3M), Morgan Stanley ($215.3M) and Wells Fargo & Company ($113.1M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P Midcap Momentum
- CUSIP
- 46137V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $58.3M |
| Exits | 34 | $34.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,099,177 shares bought and 1,395,917 shares sold, net +703,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| LPL Financial LLC | 0.12% | Add +4.6% | 2,808,790 | $361.3M |
| Morgan Stanley | 0.01% | Reduce -4.1% | 1,674,090 | $215.3M |
| Wells Fargo & Company | 0.03% | Add +0.3% | 878,913 | $113.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -12.3% | 707,440 | $91.0M |
| Raymond James Financial Inc. | 0.03% | Add +5.0% | 667,770 | $85.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.9% | 650,232 | $83.7M |
| Bank of America Corp. | 0.01% | Add +7.6% | 597,656 | $76.9M |
| Mainstay Capital Management LLC | 3.54% | Add +102.3% | 558,008 | $71.8M |
| Cetera Investment Advisers | 0.12% | Add +11.4% | 546,873 | $70.3M |
| Money Concepts Capital Corp. | 4.00% | Add +0.6% | 465,289 | $59.9M |
| Osaic Holdings, Inc. | 0.10% | Add +20.5% | 453,697 | $58.4M |
| Davidson Capital Management Inc. | 12.03% | Add +43.2% | 389,462 | $50.1M |
| Affinity Wealth Management LLC | 6.53% | Reduce -0.6% | 317,585 | $40.9M |
| Stifel Financial Corp. | 0.04% | Add +4.2% | 316,066 | $40.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +5.4% | 307,733 | $39.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +31.6% | 294,732 | $37.9M |
| Cwm, LLC | 0.12% | Reduce -3.9% | 273,609 | $35.2M |
| Jones Financial Companies LLLP | 0.03% | Add +28.1% | 261,537 | $33.6M |
| UBS Group AG | 0.01% | Reduce -1.5% | 244,617 | $31.5M |
| Royal Bank of Canada | 0.01% | Add +16.1% | 244,363 | $31.4M |
| Private Advisor Group, LLC | 0.16% | Add +62.3% | 231,259 | $29.7M |
| MML Investors Services, LLC | 0.08% | Add +0.3% | 225,618 | $29.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -0.5% | 214,476 | $27.6M |
| Great Valley Advisor Group, Inc. | 0.59% | Reduce -1.5% | 205,967 | $26.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -20.9% | 163,732 | $21.4M |
| Foundations Investment Advisors, LLC | 0.33% | Add +0.8% | 163,585 | $21.0M |
| Citigroup Inc. | 0.01% | Add +1.6% | 145,936 | $18.8M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +27.4% | 133,371 | $17.2M |
| Affinity Wealth LLC | 14.06% | Add +8.1% | 128,318 | $16.5M |
| Gimbal Financial | 9.65% | New | 122,141 | $15.7M |
| Equitable Holdings, Inc. | 0.13% | Add +6.9% | 121,320 | $15.6M |
| Focus Financial Network, Inc. | 0.61% | Add +0.0% | 119,851 | $15.4M |
| CW Advisors, LLC | 0.13% | Add +0.9% | 106,552 | $13.7M |
| Financial Partners Group, Inc | 1.89% | Add +53.4% | 106,346 | $13.7M |
| Manchester Financial Inc. | 2.80% | Add +38.0% | 103,962 | $13.4M |
| Family Investment Center, Inc. | 2.90% | Add +3.8% | 99,457 | $12.8M |
| AssuredPartners Investment Advisors, LLC | 3.11% | Add +237.7% | 98,815 | $12.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -16.2% | 94,844 | $12.2M |
| Insight Wealth Strategies, LLC | 1.46% | Add +1.7% | 89,549 | $11.5M |
| Smith Anglin Financial, LLC | 1.02% | Add +92.0% | 87,802 | $11.3M |
| Fifth Third Securities, Inc. | 0.79% | Add +6.5% | 81,712 | $10.5M |
| J.W. Cole Advisors, Inc. | 0.21% | Add +2.3% | 77,981 | $10.0M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +0.1% | 76,881 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Add +268.1% | 76,373 | $9.8M |
| Avantax Advisory Services, Inc. | 0.05% | Add +3.4% | 72,404 | $9.3M |
| FreeGulliver LLC | 3.87% | Add +1.5% | 65,307 | $8.4M |
| Secure Asset Management, LLC | 1.44% | Add +6.6% | 60,369 | $7.8M |
| LMG Wealth Partners, LLC | 1.58% | Reduce -0.3% | 59,927 | $7.7M |
| Atlas Legacy Advisors, LLC | 1.68% | Add +1.2% | 59,193 | $7.6M |
| Flagship Wealth Advisors, LLC | 2.82% | Reduce -6.6% | 58,251 | $7.5M |
| ProVise Management Group, LLC | 0.53% | Reduce -0.9% | 52,351 | $6.7M |
| Level Four Advisory Services, LLC | 0.25% | Reduce -24.6% | 52,017 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -14.0% | 51,555 | $6.6M |
| Seaview Investment Managers LLC | 1.39% | Add +1550.1% | 51,004 | $6.6M |
| Ausdal Financial Partners, Inc. | 0.42% | Reduce -21.2% | 48,554 | $6.2M |
| Institute for Wealth Management, LLC. | 0.69% | Reduce -0.9% | 47,922 | $6.2M |
| Thoroughbred Financial Services, LLC | 0.42% | Reduce -1.9% | 47,040 | $6.0M |
| Two Sigma Investments, LP | 0.01% | New | 46,200 | $5.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -7.5% | 45,809 | $5.9M |
| Titleist Asset Management, LLC | 0.56% | Add +6.7% | 43,532 | $5.6M |
| Blair William & Co. | 0.01% | Add +1318.8% | 41,797 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Reduce -15.3% | 41,644 | $5.4M |
| Ameritas Advisory Services, LLC | 0.27% | Reduce -2.1% | 40,580 | $5.2M |
| VestGen Advisors, LLC | 0.21% | Add +20.9% | 40,489 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +4.8% | 39,809 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | New | 39,122 | $5.0M |
| Schorn Wealth LLC | 1.65% | Reduce -6.4% | 38,726 | $5.0M |
| Nwam LLC | 0.28% | Add +23.7% | 36,857 | $4.8M |
| Ullmann Wealth Partners Group, LLC | 0.56% | Add +0.1% | 36,907 | $4.7M |
| Principal Securities, Inc. | 0.08% | Reduce -86.1% | 34,560 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -15.8% | 34,405 | $4.4M |
| Kellett Wealth Advisors, LLC | 2.85% | Add +6.3% | 34,019 | $4.4M |
| Vicus Capital | 0.36% | Add +12.2% | 33,680 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +81.2% | 33,610 | $4.3M |
| Benjamin Edwards Inc. | 0.05% | Add +53.3% | 33,177 | $4.3M |
| Symphony Financial Services, Inc. | 2.50% | Add +4.0% | 32,521 | $4.2M |
| Merit Financial Group, LLC | 0.05% | Reduce -57.3% | 31,941 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +2.9% | 30,701 | $3.9M |
| Smith, Moore & Co. | 0.32% | Reduce -3.8% | 29,817 | $3.8M |
| Koshinski Asset Management, Inc. | 0.29% | Add +10.2% | 29,653 | $3.8M |
| Kovack Advisors, Inc. | 0.37% | Reduce -12.9% | 29,181 | $3.8M |
| Prospera Financial Services Inc | 0.07% | Add +11.1% | 28,964 | $3.7M |
| HBW Advisory Services LLC | 0.45% | Add +173.5% | 28,278 | $3.6M |
| Cerity Partners LLC | 0.01% | New | 27,884 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +71.5% | 27,574 | $3.5M |
| Elm3 Financial Group, LLC | 2.82% | Reduce -9.2% | 26,394 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +169.1% | 26,228 | $3.4M |
| New Millennium Group LLC | 1.74% | Reduce -0.2% | 24,446 | $3.1M |
| Lowery Thomas, LLC | 1.99% | Reduce -9.3% | 24,142 | $3.1M |
| Spectrum Wealth Advisory Group, LLC | 1.39% | Reduce -0.2% | 23,284 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +12.4% | 22,835 | $2.9M |
| Independent Financial Group, LLC | 0.08% | Add +74.2% | 22,666 | $2.9M |
| Sound Income Strategies, LLC | 0.16% | Add +182.5% | 22,304 | $2.9M |
| Accel Wealth Management | 0.93% | Add +3.3% | 21,579 | $2.8M |
| Anson Capital, Inc. | 2.23% | Reduce -2.9% | 21,522 | $2.8M |
| AE Wealth Management LLC | 0.02% | Add +8.6% | 21,189 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +10.8% | 20,721 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +4.7% | 20,252 | $2.6M |
| OneAscent Financial Services LLC | 0.18% | Reduce -27.7% | 19,851 | $2.6M |
| Arete Wealth Advisors, LLC | 0.18% | Add +204.3% | 19,570 | $2.5M |
| Prostatis Group LLC | 0.72% | Reduce -19.4% | 19,566 | $2.5M |
| Creative Financial Designs Inc. | 0.18% | Add +75.7% | 19,506 | $2.5M |
| Sigma Planning Corp | 0.08% | Add +8.8% | 19,466 | $2.5M |
| MFA Wealth Services | 1.81% | Add +5.8% | 18,716 | $2.4M |
| TRUE Private Wealth Advisors | 0.27% | New | 18,571 | $2.4M |
| Diversified Enterprises, LLC | 0.18% | Reduce -1.7% | 18,286 | $2.4M |
| Harbour Investments, Inc. | 0.06% | Reduce -59.4% | 17,753 | $2.3M |
| Southland Equity Partners LLC | 0.50% | Add +3.5% | 17,662 | $2.3M |
| Bison Wealth, LLC | 0.17% | Add +51.9% | 17,033 | $2.2M |
| Vantage Financial Partners, LLC | 0.51% | Add +9.2% | 17,046 | $2.2M |
| Jupiter Wealth Management LLC | 1.07% | New | 16,050 | $2.1M |
| Kingsview Wealth Management, LLC | 0.04% | Add +20.2% | 16,302 | $2.1M |
| CENTRAL TRUST Co | 0.05% | New | 16,000 | $2.1M |
| Certified Advisory Corp | 0.21% | Add +1.0% | 15,881 | $2.0M |
| Verde Capital Management | 0.50% | Reduce -2.1% | 15,838 | $2.0M |
| TruWealth Advisors, LLC | 0.11% | Add +28.1% | 15,436 | $2.0M |
| Integrity Alliance, Llc. | 0.11% | Reduce -62.3% | 15,392 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.6% | 15,352 | $2.0M |
| Foresight Capital Management Advisors, Inc. | 1.15% | Reduce -14.4% | 15,339 | $2.0M |
| Belpointe Asset Management LLC | 0.08% | Reduce -55.4% | 14,991 | $1.9M |
| Win Advisors, Inc. | 0.92% | New | 14,874 | $1.9M |
| Savvy Advisors, Inc. | 0.13% | Add +1.1% | 14,814 | $1.9M |
| AQR Capital Management | 0.00% | Add +9.4% | 14,036 | $1.8M |
| FMR LLC | 0.00% | Reduce -5.4% | 14,019 | $1.8M |
| Financial Advocates Investment Management | 0.14% | Reduce -79.3% | 13,392 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Reduce -65.0% | 13,088 | $1.7M |
| Sowell Financial Services LLC | 0.07% | Add +6.7% | 12,983 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | New | 12,899 | $1.7M |
| Elevation Capital Advisory, LLC | 0.66% | Reduce -85.2% | 12,746 | $1.6M |
| Brookwood Investment Group LLC | 0.26% | Add +336.4% | 12,739 | $1.6M |
| IHT Wealth Management, LLC | 0.05% | Reduce -6.0% | 12,739 | $1.6M |
| Fortitude Family Office, LLC | 0.52% | No change | 12,300 | $1.6M |
| Founders Financial Securities LLC | 0.12% | New | 12,155 | $1.6M |
| Cornerstone Management, Inc. | 0.27% | New | 12,091 | $1.6M |
| Vista Cima Wealth Management LLC | 1.43% | Add +1.3% | 11,851 | $1.5M |
| Sovran Advisors, LLC | 0.16% | Reduce -19.3% | 11,785 | $1.5M |
| GPM Growth Investors, Inc. | 0.60% | Add +0.5% | 11,693 | $1.5M |
| Western Wealth Management, LLC | 0.08% | Add +0.1% | 11,059 | $1.4M |
| Brown Advisory Inc. | 0.00% | No change | 10,609 | $1.4M |
| Sculati Wealth Management, LLC | 0.51% | Reduce -57.4% | 10,565 | $1.4M |
| JBR Co Financial Management Inc | 0.66% | Add +9.6% | 10,397 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.9% | 10,265 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | New | 10,084 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -13.9% | 9,912 | $1.3M |
| Valued Retirements, Inc. | 1.41% | Reduce -2.5% | 9,738 | $1.3M |
| Comprehensive Financial Planning, Inc. | 0.94% | Add +26.5% | 9,322 | $1.2M |
| Arkadios Wealth Advisors | 0.04% | Add +0.7% | 9,221 | $1.2M |
| Journey Advisory Group, LLC | 0.09% | Add +331.3% | 9,204 | $1.2M |
| Trust Co. of Toledo NA | 0.13% | New | 9,116 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -16.1% | 8,788 | $1.1M |
| Independent Wealth Network Inc. | 0.41% | Add +6.8% | 8,644 | $1.1M |
| OxenFree Capital LLC | 0.68% | Reduce -0.0% | 8,620 | $1.1M |
| Faithward Advisors, LLC | 0.17% | Add +0.4% | 8,612 | $1.1M |
| Commonwealth Financial Services, LLC | 0.21% | Reduce -7.1% | 8,605 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -8.0% | 8,603 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 8,578 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -1.7% | 8,549 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.0% | 8,492 | $1.1M |
| Comprehensive Wealth Management, LLC | 0.87% | Reduce -40.2% | 8,414 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.2% | 8,263 | $1.1M |
| American Trust | 0.10% | New | 8,255 | $1.1M |
| Grandview Asset Management LLC | 0.33% | Reduce -2.3% | 8,114 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +54.6% | 8,097 | $1.0M |
| Tactive Advisors, LLC | 0.34% | — | 8,083 | $1.0M |
| Guardian Partners Inc. | 0.09% | Add +25.1% | 7,938 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.1% | 7,708 | $991K |
| Brass Tax Wealth Management, Inc. | 0.19% | Reduce -10.3% | 7,667 | $986K |
| World Equity Group, Inc. | 0.27% | Add +53.7% | 7,584 | $976K |
| Mgo One Seven LLC | 0.03% | Reduce -5.1% | 7,512 | $966K |
| Fischer Investment Strategies, LLC | 0.64% | New | 7,388 | $950K |
| Comerica Bank | 0.00% | Add +7.9% | 7,124 | $916K |
| Armbruster Capital Management, Inc. | 0.16% | No change | 6,959 | $895K |
| Breakwater Capital Group | 0.14% | Add +116.7% | 6,877 | $885K |
| Global Retirement Partners, LLC | 0.02% | — | 6,876 | $884K |
| Chicago Partners Investment Group LLC | 0.02% | Add +30.3% | 6,542 | $857K |
| TFB Advisors LLC | 0.22% | Reduce -1.5% | 6,523 | $839K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 6,504 | $837K |
| PFG Advisors | 0.04% | Reduce -12.6% | 6,475 | $833K |
| Patten Group, Inc. | 0.17% | Reduce -4.1% | 6,418 | $826K |
| Centerpoint Advisory Group | 0.71% | Add +2.8% | 6,406 | $824K |
| Act Wealth Management, LLC | 0.35% | Add +6.2% | 6,397 | $823K |
| Clear Creek Financial Management, LLC | 0.08% | New | 6,396 | $823K |
| Financial Freedom, LLC | 0.44% | Add +10.1% | 6,351 | $817K |
| Jackson Wealth Management, LLC | 0.09% | Add +2.6% | 6,107 | $786K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +132.4% | 5,994 | $771K |
| Swisher Financial Concepts, Inc. | 0.50% | Add +15.7% | 5,992 | $771K |
| TBH Global Asset Management, LLC | 0.16% | Add +196.4% | 6,603 | $753K |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.4% | 5,627 | $724K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -27.3% | 5,583 | $718K |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.6% | 5,576 | $717K |
| Kane Investment Management, Inc. | 0.36% | Reduce -35.4% | 5,377 | $692K |
| StoneX Group Inc. | 0.03% | Add +27.4% | 5,152 | $663K |
| Farther Finance Advisors, LLC | 0.01% | Add +130.2% | 5,059 | $651K |
| Spire Wealth Management | 0.02% | Add +5.3% | 5,053 | $650K |
| Maridea Wealth Management LLC | 0.16% | New | 4,872 | $627K |
| Mascagni Wealth Management, Inc. | 0.53% | Add +12.4% | 4,864 | $626K |
| Renaissance Technologies | 0.00% | New | 4,800 | $617K |
| HRT Financial LP | 0.00% | Add +38.0% | 4,719 | $607K |
| GTS Securities LLC | 0.03% | New | 4,647 | $598K |
| World Investment Advisors | 0.01% | Add +1.7% | 4,627 | $595K |
| TAGStone Capital, Inc. | 0.23% | Add +106.6% | 4,351 | $566K |
| Capital Advisory Group Advisory Services, LLC | 0.20% | Reduce -52.9% | 4,402 | $566K |
| Lion Street Advisors, LLC | 0.17% | Reduce -30.3% | 4,268 | $549K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.1% | 4,212 | $542K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -26.1% | 3,994 | $514K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.9% | 3,909 | $510K |
| Milestones Private Investment Advisors LLC | 0.38% | — | 3,944 | $507K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.5% | 3,920 | $504K |
| Pine Harbor Wealth Management, LLC | 0.17% | No change | 3,854 | $496K |
| FLP Wealth Management, LLC | 1.38% | Reduce -61.6% | 3,825 | $492K |
| MY Wealth Management Inc. | 0.46% | Reduce -8.2% | 3,743 | $481K |
| Fortis Capital Advisors, LLC | 0.08% | Reduce -83.3% | 3,574 | $460K |
| Nova Wealth Management, Inc. | 0.34% | Add +11.5% | 3,548 | $456K |
| Citadel Advisors | 0.00% | Reduce -86.9% | 3,527 | $454K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -0.9% | 3,519 | $453K |
| Brookstone Capital Management | 0.01% | Add +31.1% | 3,516 | $452K |
| Afg Fiduciary Services Limited Partnership | 0.29% | No change | 3,513 | $452K |
| Uptick Partners, LLC | 0.13% | No change | 3,500 | $450K |
| Whipplewood Advisors, LLC | 0.25% | Reduce -90.5% | 3,490 | $449K |
| Ferguson Shapiro LLC | 0.15% | Reduce -19.4% | 3,450 | $444K |
| American Financial Advisors, LLC | 0.06% | Reduce -10.4% | 3,448 | $444K |
| &partners | 0.00% | Reduce -13.7% | 3,402 | $438K |
| International Assets Investment Management, LLC | 0.03% | Reduce -4.1% | 3,276 | $421K |
| Advisor Resource Council | 0.20% | New | 3,247 | $418K |
| Fermata Advisors, LLC | 0.11% | Reduce -74.8% | 3,213 | $413K |
| Parcion Private Wealth LLC | 0.03% | Add +13.4% | 3,212 | $413K |
| Meridian Financial Advisors, LLC | 0.26% | No change | 3,150 | $405K |
| IFG Advisory, LLC | 0.02% | Add +69.4% | 3,141 | $404K |
| Private Trust Co. NA | 0.04% | Reduce -18.1% | 3,087 | $397K |
| Independent Advisor Alliance | 0.01% | New | 3,062 | $394K |
| Truist Financial Corp. | 0.00% | Reduce -89.0% | 3,028 | $390K |
| Atlas Private Wealth Advisors | 0.05% | Add +22.2% | 2,962 | $381K |
| Csenge Advisory Group | 0.02% | Add +9.6% | 3,025 | $376K |
| Northern Trust Corp. | 0.00% | Reduce -33.3% | 2,904 | $374K |
| Continuum Advisory, LLC | 0.04% | Add +0.6% | 2,896 | $373K |
| Wedbush Securities Inc. | 0.01% | Add +9.1% | 2,826 | $364K |
| Silverlake Wealth Management LLC | 0.11% | No change | 2,800 | $360K |
| Calton & Associates, Inc. | 0.06% | Reduce -0.1% | 2,764 | $356K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 2,761 | $355K |
| Investors Research Corp | 0.07% | Add +55.7% | 2,734 | $352K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -46.9% | 2,717 | $349K |
| Mutual Advisors, LLC | 0.01% | Add +1.9% | 2,614 | $345K |
| RFG Advisory, LLC | 0.01% | New | 2,671 | $344K |
| HRC Wealth Management, LLC | 0.18% | Reduce -12.9% | 2,669 | $343K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +12.8% | 2,667 | $343K |
| Reliant Investment Partners, LLC | 0.29% | No change | 2,619 | $337K |
| Creative Planning | 0.00% | Reduce -16.9% | 2,613 | $336K |
| EP Wealth Advisors, LLC | 0.00% | No change | 2,591 | $333K |
| Riggs Asset Managment Co. Inc. | 0.08% | Reduce -6.8% | 2,584 | $332K |
| Nikulski Financial, Inc. | 0.09% | New | 2,551 | $328K |
| TCP Asset Management, LLC | 0.06% | No change | 2,491 | $320K |
| Guerra Advisors Inc | 0.15% | Reduce -9.4% | 2,472 | $318K |
| Gentry Private Wealth, LLC | 0.24% | Reduce -1.5% | 2,457 | $316K |
| Unique Wealth, LLC | 0.05% | New | 2,456 | $316K |
| Goldstone Financial Group, LLC | 0.04% | Add +0.6% | 2,407 | $314K |
| D.A. Davidson & Co. | 0.00% | Add +28.2% | 2,393 | $308K |
| National Philanthropic Trust | 0.00% | No change | 2,375 | $305K |
| Trexquant Investment LP | 0.00% | Reduce -5.9% | 2,361 | $304K |
| Main Street Group, LTD | 0.11% | Add +48.4% | 2,348 | $302K |
| 49 Wealth Management, LLC | 0.03% | Reduce -18.6% | 2,331 | $300K |
| Good Life Advisors, LLC | 0.02% | Add +4.7% | 2,324 | $299K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,284 | $294K |
| Scarborough Advisors, LLC | 0.06% | Reduce -91.0% | 2,277 | $293K |
| Longview Financial Advisors, Inc. | 0.25% | Reduce -43.4% | 2,252 | $290K |
| GWN Securities Inc. | 0.05% | Reduce -70.9% | 2,155 | $277K |
| Crescent Sterling, Ltd. | 0.31% | Add +6.6% | 2,136 | $275K |
| D. E. Shaw & Co. | 0.00% | New | 2,113 | $272K |
| Old Mission Capital LLC | 0.01% | New | 2,092 | $269K |
| Lodestone Wealth Management LLC | 0.13% | Add +16.6% | 2,064 | $265K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -17.5% | 2,058 | $265K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -5.6% | 2,044 | $263K |
| OneDigital Investment Advisors LLC | 0.00% | Add +6.2% | 2,040 | $262K |
| OneAscent Wealth Management LLC | 0.10% | New | 2,034 | $262K |
| Larson Financial Group LLC | 0.01% | Add +281.9% | 2,028 | $261K |
| Schrum Private Wealth Management LLC | 0.21% | No change | 2,000 | $257K |
| Dana Investment Advisors, Inc. | 0.01% | New | 1,959 | $252K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.9% | 1,946 | $250K |
| Belvedere Trading LLC | 0.02% | Reduce -74.8% | 1,942 | $250K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 1,924 | $247K |
| Advisory Alpha, LLC | 0.01% | Add +0.3% | 1,890 | $243K |
| Apexium Financial, LP | 0.01% | No change | 1,850 | $238K |
| Capital Wealth Alliance, LLC | 0.12% | No change | 1,800 | $232K |
| Captrust Financial Advisors | 0.00% | New | 1,754 | $226K |
| Principle Wealth Partners LLC | 0.01% | New | 1,739 | $224K |
| Visionary Wealth Advisors | 0.01% | New | 1,737 | $223K |
| Summit Financial, LLC | 0.01% | New | 1,715 | $221K |
| Wealth Management Nebraska | 0.03% | New | 1,681 | $216K |
| Nottingham Advisors, Inc. | 0.03% | New | 1,660 | $214K |
| Harbor Asset Planning, Inc. | 0.20% | — | 1,649 | $212K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -78.9% | 1,649 | $212K |
| Bank of New York Mellon Corp | 0.00% | New | 1,602 | $206K |
| Stark Wealth Management LLC | 0.29% | New | 1,589 | $204K |
| Unified Investment Management | 0.22% | New | 1,565 | $201K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $193K |
| Glenmede Investment Management, LP | 0.00% | — | 1,420 | $183K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,400 | $180K |
| Bessemer Group Inc. | 0.00% | No change | 1,312 | $169K |
| Capital Analysts, LLC | 0.00% | Add +49.9% | 1,112 | $143K |
| US Bancorp \de | 0.00% | Reduce -21.2% | 1,093 | $141K |
| Richards, Merrill & Peterson, Inc. | 0.07% | No change | 1,089 | $140K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,074 | $138K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.2% | 929 | $119K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 905 | $116K |
| Wood Tarver Financial Group, LLC | 0.03% | Reduce -1.7% | 903 | $116K |
| Bank of Montreal | 0.00% | Reduce -34.0% | 875 | $113K |
| IFP Advisors, Inc | 0.00% | Reduce -54.3% | 716 | $92K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +24.5% | 671 | $87K |
| Hoey Investments, Inc. | 0.01% | No change | 580 | $75K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 575 | $74K |
| Bokf, NA | 0.00% | No change | 568 | $73K |
| Allworth Financial LP | 0.00% | Add +0.0% | 525 | $68K |
| Parkside Financial Bank & Trust | 0.01% | New | 481 | $62K |
| Promus Capital, LLC | 0.04% | New | 453 | $58K |
| Beacon Capital Management, Inc. | 0.00% | New | 388 | $50K |
| City State Bank | 0.01% | No change | 350 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -75.8% | 333 | $43K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 330 | $42K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.3% | 290 | $37K |
| Archer Investment Corp | 0.01% | No change | 265 | $34K |
| Ameriflex Group, Inc. | 0.02% | Reduce -9.8% | 257 | $33K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 245 | $32K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 244 | $31K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -29.3% | 244 | $31K |
| Briaud Financial Planning Inc | 0.01% | New | 226 | $29K |
| Golden State Wealth Management, LLC | 0.00% | New | 216 | $28K |
| CoreCap Advisors, LLC | 0.00% | New | 209 | $27K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $26K |
| Simplex Trading, LLC | 0.00% | Add +61.8% | 178 | $22K |
| Signature Resources Capital Management, LLC | 0.01% | Add +0.6% | 161 | $21K |
| Assetmark, Inc. | 0.00% | Reduce -97.0% | 145 | $19K |
| National Bank of Canada | 0.00% | No change | 138 | $18K |
| Ridgewood Investments LLC | 0.01% | No change | 120 | $15K |
| First Horizon Advisors, Inc. | 0.00% | New | 120 | $15K |
| Deutsche Bank AG | 0.00% | Reduce -42.3% | 116 | $15K |
| Register Financial Advisors LLC | 0.01% | No change | 107 | $14K |
| NFSG Corp | 0.00% | No change | 101 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $13K |
| JNBA Financial Advisors | 0.00% | Add +32.8% | 89 | $11K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 87 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 83 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 69 | $9K |
| Abound Wealth Management | 0.00% | No change | 59 | $8K |
| IAG Wealth Partners, LLC | 0.00% | No change | 55 | $7K |
| Howe & Rusling Inc. | 0.00% | No change | 47 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 45 | $6K |
| St Germain D J Co. Inc. | 0.00% | New | 38 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 29 | $3K |
| Nvwm, LLC | 0.00% | No change | 21 | $3K |
| 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% | No change | 16 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 4 | $520 |
"% 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.