Invesco S&P Midcap MomentumXMMOETF
13F holders, Q3 2025 (September 30)355holders +3
38new positions
31sold out
1famous investor
$135.16avg. 13F price*
At the end of Q3 2025, 355 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 3 from Q2 2025. 38 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($421.5M), Morgan Stanley ($251.4M) and Vantagepoint Investment Advisers LLC ($162.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $205.6M |
| Exits | 31 | $32.8M |
All 13F filers, Q2 2025 → Q3 2025: 3,951,060 shares bought and 1,340,593 shares sold, net +2,610,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 355 holders
| LPL Financial LLC | 0.12% | Add +11.0% | 3,117,056 | $421.5M |
| Morgan Stanley | 0.02% | Add +11.1% | 1,859,268 | $251.4M |
| Vantagepoint Investment Advisers LLC | 1.32% | New | 1,197,916 | $162.0M |
| Cetera Investment Advisers | 0.18% | Add +105.7% | 1,124,745 | $152.1M |
| Wells Fargo & Company | 0.03% | Add +6.1% | 932,842 | $126.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +20.3% | 851,097 | $115.1M |
| Raymond James Financial Inc. | 0.03% | Add +9.8% | 733,206 | $99.2M |
| Ameriprise Financial Inc. | 0.02% | Add +3.5% | 672,967 | $91.1M |
| Bank of America Corp. | 0.01% | Add +7.5% | 642,741 | $86.9M |
| Osaic Holdings, Inc. | 0.10% | Add +20.1% | 545,130 | $72.4M |
| Money Concepts Capital Corp. | 3.92% | Add +1.0% | 470,063 | $63.6M |
| Davidson Capital Management Inc. | 11.75% | Reduce -0.1% | 389,090 | $52.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +26.4% | 372,585 | $50.4M |
| Jones Financial Companies LLLP | 0.03% | Add +36.8% | 357,700 | $48.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +14.2% | 351,353 | $47.5M |
| MML Investors Services, LLC | 0.12% | Add +50.5% | 339,551 | $45.9M |
| Stifel Financial Corp. | 0.04% | Add +4.0% | 328,585 | $44.4M |
| Affinity Wealth Management LLC | 6.33% | Add +0.6% | 319,628 | $43.2M |
| Cwm, LLC | 0.11% | Add +0.9% | 276,146 | $37.3M |
| UBS Group AG | 0.01% | Add +6.1% | 259,640 | $35.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +7.0% | 229,571 | $31.0M |
| Royal Bank of Canada | 0.01% | Reduce -8.3% | 224,193 | $30.3M |
| Great Valley Advisor Group, Inc. | 0.57% | Add +2.5% | 211,165 | $28.6M |
| Private Advisor Group, LLC | 0.12% | Reduce -22.6% | 178,954 | $24.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.9% | 153,999 | $20.8M |
| Citigroup Inc. | 0.01% | Add +4.5% | 152,542 | $20.6M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +9.8% | 146,409 | $19.8M |
| Equitable Holdings, Inc. | 0.14% | Add +15.5% | 140,122 | $18.9M |
| Gimbal Financial | 10.12% | Add +2.0% | 124,617 | $16.9M |
| Focus Financial Network, Inc. | 0.58% | Add +1.0% | 121,023 | $16.4M |
| Financial Partners Group, Inc | 1.87% | Add +4.3% | 110,903 | $15.0M |
| AssuredPartners Investment Advisors, LLC | 3.22% | Add +8.4% | 107,077 | $14.5M |
| Family Investment Center, Inc. | 2.88% | Add +3.1% | 102,573 | $13.9M |
| Affinity Wealth LLC | 10.54% | Reduce -20.1% | 102,538 | $13.9M |
| Manchester Financial Inc. | 2.51% | Reduce -10.7% | 92,851 | $12.6M |
| Fifth Third Securities, Inc. | 0.85% | Add +12.3% | 91,761 | $12.4M |
| Insight Wealth Strategies, LLC | 1.43% | Add +0.2% | 89,697 | $12.1M |
| J.W. Cole Advisors, Inc. | 0.20% | Reduce -0.5% | 77,563 | $10.5M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +0.1% | 76,954 | $10.4M |
| BNP Paribas Financial Markets | 0.01% | New | 70,000 | $9.5M |
| FreeGulliver LLC | 4.11% | Add +3.8% | 67,796 | $9.2M |
| Secure Asset Management, LLC | 1.45% | Add +7.5% | 64,889 | $8.8M |
| Principal Securities, Inc. | 0.14% | Add +83.3% | 63,348 | $8.6M |
| Flagship Wealth Advisors, LLC | 2.73% | Add +5.1% | 61,223 | $8.3M |
| Cerity Partners LLC | 0.01% | Add +119.5% | 61,219 | $8.3M |
| LMG Wealth Partners, LLC | 1.53% | Add +1.7% | 60,954 | $8.2M |
| Kovack Advisors, Inc. | 0.74% | Add +100.3% | 58,456 | $7.9M |
| ProVise Management Group, LLC | 0.56% | Add +7.3% | 56,187 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -27.4% | 55,484 | $7.5M |
| Atlas Legacy Advisors, LLC | 1.43% | Reduce -7.5% | 54,763 | $7.4M |
| Level Four Advisory Services, LLC | 0.25% | Add +3.5% | 53,839 | $7.3M |
| Uniting Wealth Partners, LLC | 1.66% | New | 52,117 | $7.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -45.8% | 51,433 | $7.0M |
| VestGen Advisors, LLC | 0.23% | Add +27.0% | 51,414 | $7.0M |
| Thoroughbred Financial Services, LLC | 0.42% | Add +6.0% | 49,849 | $6.7M |
| Ausdal Financial Partners, Inc. | 0.33% | Add +2.6% | 49,812 | $6.7M |
| Institute for Wealth Management, LLC. | 0.67% | Reduce -0.0% | 47,904 | $6.5M |
| Blair William & Co. | 0.02% | Add +10.7% | 46,269 | $6.3M |
| Koshinski Asset Management, Inc. | 0.42% | Add +48.7% | 44,096 | $6.0M |
| NewEdge Advisors, LLC | 0.03% | Reduce -4.1% | 43,933 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +404.0% | 42,800 | $5.8M |
| Guardian Asset Advisors, LLC | 3.10% | New | 42,558 | $5.8M |
| Schorn Wealth LLC | 1.74% | Add +8.6% | 42,042 | $5.7M |
| Sound Income Strategies, LLC | 0.30% | Add +78.9% | 39,892 | $5.4M |
| Titleist Asset Management, LLC | 0.47% | Reduce -9.8% | 39,282 | $5.3M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -2.0% | 39,030 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.9% | 38,486 | $5.2M |
| Nwam LLC | 0.27% | Add +1.0% | 37,233 | $5.0M |
| Ullmann Wealth Partners Group, LLC | 0.55% | Add +0.1% | 36,928 | $5.0M |
| Symphony Financial Services, Inc. | 2.60% | Add +9.7% | 35,683 | $4.8M |
| Kellett Wealth Advisors, LLC | 2.83% | Add +1.8% | 34,636 | $4.7M |
| Benjamin Edwards Inc. | 0.05% | Add +2.3% | 33,937 | $4.6M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +0.6% | 33,810 | $4.6M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +7.5% | 33,007 | $4.5M |
| Vicus Capital | 0.34% | Reduce -2.3% | 32,905 | $4.4M |
| Prospera Financial Services Inc | 0.07% | Add +10.7% | 32,076 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +21.6% | 31,895 | $4.3M |
| Smith, Moore & Co. | 0.32% | Add +2.1% | 30,435 | $4.1M |
| Kingsview Wealth Management, LLC | 0.06% | Add +84.7% | 30,110 | $4.1M |
| Merit Financial Group, LLC | 0.04% | Reduce -7.9% | 29,430 | $4.0M |
| HBW Advisory Services LLC | 0.44% | Add +3.3% | 29,216 | $4.0M |
| RFG Advisory, LLC | 0.08% | Add +918.3% | 27,199 | $3.7M |
| Seaview Investment Managers LLC | 1.35% | Reduce -46.9% | 27,074 | $3.7M |
| TruWealth Advisors, LLC | 0.18% | Add +68.6% | 26,021 | $3.5M |
| Creative Financial Designs Inc. | 0.23% | Add +30.9% | 25,525 | $3.5M |
| Lowery Thomas, LLC | 1.99% | Add +5.5% | 25,474 | $3.4M |
| Independent Financial Group, LLC | 0.08% | Add +9.8% | 24,879 | $3.4M |
| Elm3 Financial Group, LLC | 2.69% | Reduce -8.0% | 24,291 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.10% | Add +5.6% | 24,106 | $3.3M |
| Arete Wealth Advisors, LLC | 0.20% | Add +20.8% | 23,632 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +81.2% | 23,378 | $3.2M |
| Spectrum Wealth Advisory Group, LLC | 1.28% | Reduce -1.3% | 22,986 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +128.0% | 22,986 | $3.1M |
| PCG Wealth Advisors, LLC | 0.90% | New | 22,748 | $3.1M |
| AE Wealth Management LLC | 0.02% | Add +6.8% | 22,621 | $3.1M |
| Accel Wealth Management | 0.88% | Add +3.3% | 22,299 | $3.0M |
| Anson Capital, Inc. | 2.24% | Add +2.4% | 22,042 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.2% | 21,308 | $2.9M |
| Integrity Alliance, Llc. | 0.13% | Add +37.1% | 21,098 | $2.9M |
| PSI Advisors, LLC | 0.74% | New | 21,001 | $2.8M |
| Sigma Planning Corp | 0.08% | Add +3.8% | 20,211 | $2.7M |
| Brookwood Investment Group LLC | 0.35% | Add +55.7% | 19,837 | $2.7M |
| New Millennium Group LLC | 1.19% | Reduce -21.0% | 19,322 | $2.6M |
| Southland Equity Partners LLC | 0.52% | Add +6.9% | 18,881 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -9.5% | 18,751 | $2.5M |
| Harbour Investments, Inc. | 0.06% | Add +4.5% | 18,545 | $2.5M |
| Diversified Enterprises, LLC | 0.16% | Reduce -1.3% | 18,056 | $2.4M |
| IHT Wealth Management, LLC | 0.06% | Add +34.2% | 17,095 | $2.3M |
| Jupiter Wealth Management LLC | 1.07% | Add +4.7% | 16,800 | $2.3M |
| Meridian Wealth Management, LLC | 0.09% | New | 16,648 | $2.3M |
| Foresight Capital Management Advisors, Inc. | 1.26% | Add +8.2% | 16,599 | $2.2M |
| Vantage Financial Partners, LLC | 0.47% | Reduce -2.9% | 16,549 | $2.2M |
| Visionary Wealth Advisors | 0.10% | Add +825.2% | 16,071 | $2.2M |
| CENTRAL TRUST Co | 0.05% | No change | 16,000 | $2.2M |
| JBR Co Financial Management Inc | 0.91% | Add +53.0% | 15,904 | $2.2M |
| Certified Advisory Corp | 0.20% | Add +0.1% | 15,892 | $2.1M |
| Savvy Advisors, Inc. | 0.10% | Add +6.3% | 15,746 | $2.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +205.9% | 15,478 | $2.1M |
| Verde Capital Management | 0.45% | Reduce -4.7% | 15,088 | $2.0M |
| Belpointe Asset Management LLC | 0.08% | Reduce -1.3% | 14,793 | $2.0M |
| AQR Capital Management | 0.00% | Add +3.0% | 14,458 | $2.0M |
| Principle Wealth Partners LLC | 0.11% | Add +720.5% | 14,269 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +82.7% | 14,083 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Add +110.4% | 13,763 | $1.9M |
| Trust Co. of Toledo NA | 0.18% | Add +45.8% | 13,294 | $1.8M |
| Redhawk Wealth Advisors, Inc. | 0.20% | Reduce -1.8% | 12,859 | $1.7M |
| Traynor Capital Management, Inc. | 0.10% | New | 12,642 | $1.7M |
| FMR LLC | 0.00% | Reduce -9.9% | 12,627 | $1.7M |
| Vista Cima Wealth Management LLC | 1.42% | Add +6.4% | 12,614 | $1.7M |
| Fortitude Family Office, LLC | 0.45% | No change | 12,300 | $1.7M |
| Founders Financial Securities LLC | 0.11% | Add +1.1% | 12,292 | $1.7M |
| Cornerstone Management, Inc. | 0.27% | Add +0.0% | 12,094 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -21.6% | 12,033 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +47.8% | 11,963 | $1.6M |
| Sonoma Allocations LLC | 0.59% | — | 11,982 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +14.6% | 11,759 | $1.6M |
| GPM Growth Investors, Inc. | 0.61% | Reduce -0.4% | 11,647 | $1.6M |
| Sovran Advisors, LLC | 0.14% | Reduce -3.4% | 11,390 | $1.5M |
| Elevation Capital Advisory, LLC | 0.61% | Reduce -11.4% | 11,293 | $1.5M |
| Guerra Advisors Inc | 0.56% | Add +351.7% | 11,165 | $1.5M |
| Mgo One Seven LLC | 0.03% | Add +48.5% | 11,156 | $1.5M |
| Western Wealth Management, LLC | 0.08% | Add +0.5% | 11,116 | $1.5M |
| MFA Wealth Services | 1.03% | Reduce -41.3% | 10,994 | $1.5M |
| Comprehensive Wealth Management, LLC | 1.04% | Add +29.0% | 10,855 | $1.5M |
| Brown Advisory Inc. | 0.00% | No change | 10,609 | $1.4M |
| Clear Creek Financial Management, LLC | 0.12% | Add +65.3% | 10,574 | $1.4M |
| Mariner, LLC | 0.00% | Add +6.3% | 10,540 | $1.4M |
| Maridea Wealth Management LLC | 0.21% | Add +105.9% | 10,033 | $1.4M |
| Journey Advisory Group, LLC | 0.10% | Add +8.8% | 10,016 | $1.4M |
| Independent Wealth Network Inc. | 0.43% | Add +13.6% | 9,817 | $1.3M |
| Breakwater Capital Group | 0.19% | Add +41.5% | 9,734 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | Add +39.6% | 9,596 | $1.3M |
| Comprehensive Financial Planning, Inc. | 0.89% | Add +2.7% | 9,575 | $1.3M |
| IFG Advisory, LLC | 0.06% | Add +203.0% | 9,517 | $1.3M |
| Valued Retirements, Inc. | 1.41% | No change | 9,738 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | Add +0.1% | 9,227 | $1.2M |
| OxenFree Capital LLC | 0.68% | Add +4.2% | 8,983 | $1.2M |
| World Equity Group, Inc. | 0.27% | Add +17.2% | 8,888 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -68.5% | 8,680 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +4.5% | 8,635 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +40.6% | 8,426 | $1.2M |
| Ancora Advisors LLC | 0.02% | Reduce -0.4% | 8,518 | $1.2M |
| American Trust | 0.10% | Add +1.5% | 8,380 | $1.1M |
| Tactive Advisors, LLC | 0.32% | Add +3.6% | 8,376 | $1.1M |
| PFG Advisors | 0.05% | Add +27.4% | 8,252 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +202.7% | 8,223 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -7.0% | 8,172 | $1.1M |
| Commonwealth Financial Services, LLC | 0.19% | Reduce -5.6% | 8,126 | $1.1M |
| Mainstay Capital Management LLC | 0.11% | Reduce -98.6% | 7,994 | $1.1M |
| Adapt Wealth Advisors, LLC | 0.40% | New | 7,947 | $1.1M |
| Guardian Partners Inc. | 0.09% | No change | 7,938 | $1.1M |
| Brass Tax Wealth Management, Inc. | 0.17% | Add +1.5% | 7,784 | $1.1M |
| Colonial River Investments, LLC | 0.37% | New | 7,394 | $1000K |
| Axxcess Wealth Management, LLC | 0.02% | New | 7,394 | $1000K |
| Centerpoint Advisory Group | 0.73% | Add +8.7% | 6,961 | $941K |
| Armbruster Capital Management, Inc. | 0.16% | No change | 6,959 | $941K |
| Cibc World Market Inc. | 0.00% | Reduce -23.1% | 6,615 | $895K |
| JPMorgan Chase & Co. | 0.00% | Add +17.4% | 6,547 | $885K |
| World Investment Advisors | 0.02% | Add +40.7% | 6,509 | $880K |
| Jackson Wealth Management, LLC | 0.09% | Add +4.3% | 6,370 | $861K |
| Financial Freedom, LLC | 0.43% | Add +0.1% | 6,357 | $860K |
| Grandview Asset Management LLC | 0.24% | Reduce -22.1% | 6,317 | $854K |
| Patten Group, Inc. | 0.17% | Reduce -1.6% | 6,315 | $854K |
| Comerica Bank | 0.00% | Reduce -11.7% | 6,294 | $851K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +135.0% | 6,267 | $847K |
| Act Wealth Management, LLC | 0.30% | Reduce -2.3% | 6,253 | $846K |
| Mascagni Wealth Management, Inc. | 0.65% | Add +27.0% | 6,179 | $836K |
| TFB Advisors LLC | 0.24% | Reduce -5.7% | 6,152 | $834K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,167 | $834K |
| Walled Lake Planning & Wealth Management, LLC | 0.27% | New | 6,005 | $812K |
| Capstone Wealth Management Group, LLC | 0.34% | New | 6,005 | $812K |
| Fischer Investment Strategies, LLC | 0.48% | Reduce -19.7% | 5,935 | $803K |
| Wall Street Financial Group, Inc. | 0.58% | New | 5,867 | $793K |
| Faithward Advisors, LLC | 0.12% | Reduce -32.2% | 5,837 | $789K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -4.0% | 5,358 | $725K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -96.7% | 5,354 | $724K |
| Spire Wealth Management | 0.02% | Add +5.5% | 5,333 | $721K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +32.3% | 5,284 | $715K |
| Nikulski Financial, Inc. | 0.18% | Add +103.7% | 5,196 | $703K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -87.2% | 5,183 | $701K |
| Financial Advocates Investment Management | 0.39% | Reduce -62.0% | 5,090 | $688K |
| Regal Investment Advisors LLC | 0.04% | New | 4,917 | $665K |
| TAGStone Capital, Inc. | 0.26% | Add +12.4% | 4,891 | $661K |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.8% | 4,848 | $656K |
| StoneX Group Inc. | 0.03% | Reduce -8.3% | 4,722 | $639K |
| Sculati Wealth Management, LLC | 0.22% | Reduce -55.9% | 4,655 | $629K |
| Capital Advisory Group Advisory Services, LLC | 0.19% | No change | 4,402 | $595K |
| Apexium Financial, LP | 0.03% | Add +125.6% | 4,174 | $564K |
| Sowell Financial Services LLC | 0.02% | Reduce -68.6% | 4,082 | $552K |
| Advisory Services Network, LLC | 0.01% | Add +2.4% | 4,004 | $541K |
| Creative Planning | 0.00% | Add +53.0% | 3,997 | $540K |
| Sunbelt Securities, Inc. | 0.04% | New | 3,946 | $534K |
| Milestones Private Investment Advisors LLC | 0.36% | No change | 3,944 | $533K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,920 | $530K |
| Pine Harbor Wealth Management, LLC | 0.17% | No change | 3,854 | $521K |
| Brookstone Capital Management | 0.01% | Add +8.8% | 3,827 | $518K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.0% | 3,789 | $512K |
| Parcion Private Wealth LLC | 0.03% | Add +16.8% | 3,752 | $507K |
| MY Wealth Management Inc. | 0.44% | Reduce -0.1% | 3,738 | $505K |
| Dana Investment Advisors, Inc. | 0.01% | Add +89.6% | 3,715 | $502K |
| E&G Advisors, LLC | 0.12% | New | 3,670 | $496K |
| Swisher Financial Concepts, Inc. | 0.29% | Reduce -40.6% | 3,560 | $481K |
| Afg Fiduciary Services Limited Partnership | 0.28% | No change | 3,513 | $475K |
| Whipplewood Advisors, LLC | 0.31% | Add +0.5% | 3,507 | $474K |
| Meridian Financial Advisors, LLC | 0.27% | Add +11.1% | 3,500 | $473K |
| Continuum Advisory, LLC | 0.05% | Add +19.5% | 3,461 | $468K |
| &partners | 0.00% | Add +0.8% | 3,431 | $464K |
| Kane Investment Management, Inc. | 0.23% | Reduce -36.3% | 3,423 | $463K |
| Hershey Financial Advisers, LLC | 0.38% | New | 3,310 | $448K |
| Investors Research Corp | 0.08% | Add +20.7% | 3,300 | $446K |
| Csenge Advisory Group | 0.02% | Add +8.4% | 3,279 | $443K |
| Wedbush Securities Inc. | 0.01% | Add +14.9% | 3,246 | $439K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -10.3% | 3,205 | $433K |
| Snowden Capital Advisors LLC | 0.01% | Add +37.9% | 3,150 | $426K |
| International Assets Investment Management, LLC | 0.03% | No change | 3,276 | $422K |
| Uptick Partners, LLC | 0.11% | Reduce -11.4% | 3,100 | $419K |
| HRC Wealth Management, LLC | 0.20% | Add +14.9% | 3,068 | $415K |
| Independent Advisor Alliance | 0.01% | No change | 3,062 | $414K |
| Mutual Advisors, LLC | 0.01% | Add +16.0% | 3,033 | $411K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 3,027 | $409K |
| Lion Street Advisors, LLC | 0.14% | Add +4.1% | 4,443 | $404K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -15.2% | 2,984 | $404K |
| Truist Financial Corp. | 0.00% | Reduce -5.0% | 2,876 | $389K |
| FLP Wealth Management, LLC | 1.09% | Reduce -25.4% | 2,855 | $386K |
| Silverlake Wealth Management LLC | 0.09% | No change | 2,800 | $379K |
| Tennessee Valley Asset Management Partners | 0.05% | New | 2,775 | $375K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,761 | $373K |
| Northern Trust Corp. | 0.00% | Reduce -7.5% | 2,687 | $363K |
| Private Trust Co. NA | 0.03% | Reduce -14.8% | 2,630 | $356K |
| Reliant Investment Partners, LLC | 0.28% | Add +0.1% | 2,623 | $355K |
| NorthRock Partners, LLC | 0.01% | New | 2,598 | $351K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,518 | $341K |
| Calton & Associates, Inc. | 0.05% | Reduce -9.0% | 2,515 | $340K |
| TCP Asset Management, LLC | 0.06% | No change | 2,491 | $337K |
| Veridan Wealth LLC | 0.11% | — | 2,468 | $334K |
| D.A. Davidson & Co. | 0.00% | No change | 2,393 | $324K |
| National Philanthropic Trust | 0.00% | No change | 2,375 | $321K |
| Geneos Wealth Management Inc. | 0.01% | Add +20.6% | 2,346 | $317K |
| Goldstone Financial Group, LLC | 0.04% | Reduce -3.3% | 2,328 | $315K |
| 49 Wealth Management, LLC | 0.03% | Reduce -0.7% | 2,314 | $313K |
| US Bancorp \de | 0.00% | Add +111.7% | 2,314 | $313K |
| Atlas Private Wealth Advisors | 0.08% | Reduce -22.9% | 2,283 | $309K |
| Longview Financial Advisors, Inc. | 0.22% | No change | 2,252 | $305K |
| Main Street Group, LTD | 0.10% | Reduce -5.3% | 2,224 | $301K |
| Lodestone Wealth Management LLC | 0.13% | Add +7.2% | 2,212 | $299K |
| Signal Advisors Wealth, LLC | 0.03% | New | 2,188 | $296K |
| Trexquant Investment LP | 0.00% | Reduce -7.5% | 2,184 | $295K |
| Crescent Sterling, Ltd. | 0.30% | Add +0.1% | 2,138 | $289K |
| GWN Securities Inc. | 0.07% | Reduce -1.7% | 2,118 | $287K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 2,044 | $276K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 2,043 | $276K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 2,032 | $275K |
| OneAscent Wealth Management LLC | 0.09% | Reduce -0.9% | 2,016 | $273K |
| Schrum Private Wealth Management LLC | 0.20% | No change | 2,000 | $270K |
| Fifth Third Bancorp | 0.00% | Add +32.9% | 1,993 | $270K |
| Cannon Wealth Management Services, LLC | 0.20% | New | 1,935 | $262K |
| OneAscent Financial Services LLC | 0.02% | Reduce -90.3% | 1,932 | $261K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 1,924 | $260K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.4% | 1,883 | $256K |
| Summit Financial, LLC | 0.00% | Add +7.5% | 1,843 | $249K |
| Fermata Advisors, LLC | 0.06% | Reduce -43.0% | 1,832 | $248K |
| Capital Wealth Alliance, LLC | 0.12% | No change | 1,800 | $243K |
| Tectonic Advisors LLC | 0.01% | New | 1,758 | $238K |
| Wealth Management Nebraska | 0.03% | Add +3.1% | 1,734 | $234K |
| IFP Advisors, Inc | 0.01% | Add +135.3% | 1,685 | $228K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -18.4% | 1,680 | $227K |
| Nottingham Advisors, Inc. | 0.03% | No change | 1,660 | $224K |
| Harbor Asset Planning, Inc. | 0.20% | Add +0.2% | 1,652 | $223K |
| Coppell Advisory Solutions LLC | 0.02% | No change | 1,649 | $222K |
| Gentry Private Wealth, LLC | 0.15% | Reduce -33.9% | 1,624 | $220K |
| Scarborough Advisors, LLC | 0.04% | Reduce -29.7% | 1,600 | $216K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 1,600 | $216K |
| Stark Wealth Management LLC | 0.98% | Reduce -0.4% | 1,583 | $214K |
| Compass Capital Corp. /Ma/ | 0.09% | New | 1,551 | $214K |
| Unified Investment Management | 0.21% | No change | 1,565 | $212K |
| Moloney Securities Asset Management, LLC | 0.02% | New | 1,488 | $201K |
| Nova Wealth Management, Inc. | 0.14% | Reduce -59.8% | 1,426 | $193K |
| Glenmede Investment Management, LP | 0.00% | No change | 1,420 | $192K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,400 | $189K |
| Bessemer Group Inc. | 0.00% | No change | 1,312 | $177K |
| Noble Wealth Management PBC | 0.09% | — | 1,299 | $176K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +77.0% | 1,188 | $163K |
| Capital Analysts, LLC | 0.00% | Add +2.9% | 1,144 | $154K |
| Richards, Merrill & Peterson, Inc. | 0.06% | No change | 1,089 | $147K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,074 | $145K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 930 | $126K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 905 | $122K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.5% | 875 | $118K |
| Bank of Montreal | 0.00% | No change | 875 | $118K |
| Hoey Investments, Inc. | 0.01% | No change | 580 | $78K |
| Westfuller Advisors, LLC | 0.04% | New | 570 | $77K |
| Bokf, NA | 0.00% | No change | 568 | $77K |
| Allworth Financial LP | 0.00% | No change | 525 | $71K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.2% | 482 | $65K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -19.1% | 465 | $63K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +80.7% | 441 | $60K |
| Assetmark, Inc. | 0.00% | Add +190.3% | 421 | $57K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2293.8% | 383 | $52K |
| City State Bank | 0.01% | No change | 350 | $47K |
| Arax Advisory Partners | 0.00% | New | 338 | $46K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 330 | $45K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 316 | $43K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +15.6% | 282 | $38K |
| Archer Investment Corp | 0.01% | No change | 265 | $36K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 245 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -21.7% | 227 | $31K |
| Golden State Wealth Management, LLC | 0.00% | No change | 216 | $29K |
| GoalVest Advisory LLC | 0.01% | New | 211 | $29K |
| Deutsche Bank AG | 0.00% | Add +74.1% | 202 | $27K |
| First Financial Corp. | 0.01% | New | 185 | $25K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -53.9% | 179 | $24K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 178 | $24K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 161 | $22K |
| National Bank of Canada | 0.00% | No change | 138 | $19K |
| Advisors Preferred, LLC | 0.00% | New | 127 | $17K |
| Versant Capital Management, Inc | 0.00% | New | 126 | $17K |
| Root Financial Partners, LLC | 0.00% | New | 115 | $16K |
| Register Financial Advisors LLC | 0.01% | No change | 107 | $14K |
| NFSG Corp | 0.00% | No change | 101 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $14K |
| Abich Financial Wealth Management LLC | 0.00% | — | 90 | $12K |
| JNBA Financial Advisors | 0.00% | No change | 89 | $12K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 87 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 83 | $11K |
| CoreCap Advisors, LLC | 0.00% | Reduce -63.2% | 77 | $10K |
| 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% | Reduce -8.9% | 41 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 38 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 22 | $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 |
"% 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.