Invesco S&P Midcap MomentumXMMOETF
13F holders, Q4 2025 (December 31)410holders +55
46new positions
17sold out
2famous investors
$138.53avg. 13F price*
At the end of Q4 2025, 410 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 55 from Q3 2025. 46 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($480.8M), Morgan Stanley ($255.5M) and Cetera Investment Advisers ($173.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $91.6M |
| Exits | 17 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,870,617 shares bought and 428,992 shares sold, net +2,441,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 410 holders
| LPL Financial LLC | 0.13% | Add +11.4% | 3,472,670 | $480.8M |
| Morgan Stanley | 0.02% | Reduce -0.7% | 1,845,451 | $255.5M |
| Cetera Investment Advisers | 0.19% | Add +11.3% | 1,251,835 | $173.3M |
| Vantagepoint Investment Advisers LLC | 1.21% | Reduce -9.2% | 1,088,140 | $150.7M |
| Wells Fargo & Company | 0.03% | Add +13.5% | 1,058,740 | $146.6M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +9.0% | 927,629 | $128.4M |
| Raymond James Financial Inc. | 0.04% | Add +14.2% | 837,045 | $115.9M |
| Ameriprise Financial Inc. | 0.02% | Add +13.0% | 760,646 | $105.3M |
| Bank of America Corp. | 0.01% | Add +7.8% | 692,873 | $95.9M |
| Osaic Holdings, Inc. | 0.12% | Add +8.9% | 593,664 | $82.2M |
| Money Concepts Capital Corp. | 3.74% | Add +2.5% | 481,684 | $66.7M |
| Jones Financial Companies LLLP | 0.04% | Add +16.9% | 418,193 | $57.9M |
| Great Valley Advisor Group, Inc. | 1.06% | Add +89.1% | 399,276 | $55.3M |
| Davidson Capital Management Inc. | 11.66% | Reduce 0.0% | 389,081 | $53.9M |
| MML Investors Services, LLC | 0.13% | Add +12.9% | 383,350 | $53.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.2% | 373,458 | $51.7M |
| Stifel Financial Corp. | 0.04% | Add +10.0% | 361,591 | $50.1M |
| Affinity Wealth Management LLC | 6.35% | Add +0.9% | 322,401 | $44.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -8.9% | 320,197 | $44.3M |
| UBS Group AG | 0.01% | Add +9.9% | 285,392 | $39.5M |
| Cwm, LLC | 0.10% | Reduce -1.2% | 272,771 | $37.8M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +82.1% | 266,621 | $36.9M |
| Royal Bank of Canada | 0.01% | Add +14.0% | 255,614 | $35.4M |
| HighTower Advisors, LLC | 0.04% | Add +353.6% | 251,672 | $34.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +6.0% | 243,275 | $33.7M |
| Advance Capital Management, Inc. | 1.16% | New | 197,626 | $27.4M |
| Citigroup Inc. | 0.02% | Add +6.2% | 162,048 | $22.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.4% | 156,167 | $22.3M |
| Private Advisor Group, LLC | 0.10% | Reduce -10.7% | 159,763 | $22.1M |
| Oxford Wealth Group, LLC | 10.31% | — | 153,121 | $21.2M |
| Equitable Holdings, Inc. | 0.14% | Add +5.8% | 148,320 | $20.5M |
| Oasis Advisors, LLC | 10.76% | — | 146,695 | $20.3M |
| AssuredPartners Investment Advisors, LLC | 2.70% | Add +22.2% | 130,882 | $18.1M |
| Focus Financial Network, Inc. | 0.58% | Reduce -1.2% | 119,563 | $16.6M |
| Modern Wealth Management, LLC | 0.29% | New | 114,994 | $15.9M |
| Affinity Wealth LLC | 10.56% | Add +8.7% | 111,481 | $15.4M |
| BNP Paribas Financial Markets | 0.01% | Add +57.1% | 110,000 | $15.2M |
| Family Investment Center, Inc. | 2.88% | Add +0.4% | 102,962 | $14.3M |
| Financial Partners Group, Inc | 1.64% | Reduce -9.1% | 100,856 | $14.1M |
| Fifth Third Securities, Inc. | 0.86% | Add +4.0% | 95,412 | $13.2M |
| Manchester Financial Inc. | 2.47% | Add +2.7% | 95,394 | $13.2M |
| Insight Wealth Strategies, LLC | 1.45% | Add +1.5% | 91,059 | $12.6M |
| Peak Planning Group, LLC | 3.48% | New | 89,663 | $12.4M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +0.3% | 77,778 | $10.7M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +0.4% | 77,237 | $10.7M |
| Secure Asset Management, LLC | 1.58% | Add +11.9% | 72,642 | $10.1M |
| Principal Securities, Inc. | 0.15% | Add +9.9% | 69,627 | $9.6M |
| Sound Income Strategies, LLC | 0.45% | Add +67.7% | 66,916 | $9.6M |
| Flagship Wealth Advisors, LLC | 2.75% | Add +11.4% | 68,207 | $9.4M |
| Cerity Partners LLC | 0.01% | Add +4.7% | 64,079 | $8.9M |
| FreeGulliver LLC | 3.85% | Reduce -8.3% | 62,201 | $8.6M |
| Kovack Advisors, Inc. | 0.41% | Add +6.1% | 62,045 | $8.6M |
| Axxcess Wealth Management, LLC | 0.15% | Add +726.4% | 61,102 | $8.5M |
| LMG Wealth Partners, LLC | 1.52% | Reduce -3.3% | 58,972 | $8.2M |
| ProVise Management Group, LLC | 0.58% | Add +4.8% | 58,870 | $8.2M |
| Avaii Wealth Management, LLC | 2.92% | New | 58,119 | $8.0M |
| Atlas Legacy Advisors, LLC | 1.38% | Add +3.7% | 56,782 | $7.9M |
| Uniting Wealth Partners, LLC | 2.35% | Add +6.5% | 55,477 | $7.7M |
| Level Four Advisory Services, LLC | 0.25% | Add +2.3% | 55,084 | $7.6M |
| Ethos Financial Group, LLC | 0.56% | New | 54,631 | $7.6M |
| Thoroughbred Financial Services, LLC | 0.42% | Add +3.5% | 51,597 | $7.1M |
| Ausdal Financial Partners, Inc. | 0.32% | Reduce -1.2% | 49,201 | $6.8M |
| Koshinski Asset Management, Inc. | 0.44% | Add +10.8% | 48,882 | $6.8M |
| Institute for Wealth Management, LLC. | 0.69% | Reduce -2.0% | 46,961 | $6.5M |
| Blair William & Co. | 0.02% | Add +0.1% | 46,314 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | New | 46,287 | $6.4M |
| NewEdge Advisors, LLC | 0.02% | Add +2.5% | 45,027 | $6.2M |
| Quattro Advisors LLC | 4.95% | — | 44,707 | $6.2M |
| Dala Group, LLC | 5.31% | — | 44,290 | $6.1M |
| Guardian Asset Advisors, LLC | 3.14% | Add +2.5% | 43,619 | $6.0M |
| Schorn Wealth LLC | 1.79% | Add +1.3% | 42,602 | $5.9M |
| Titleist Asset Management, LLC | 0.46% | Add +5.5% | 41,429 | $5.7M |
| Nwam LLC | 0.32% | Add +7.9% | 40,159 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.8% | 40,314 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.4% | 39,424 | $5.5M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +0.7% | 39,298 | $5.4M |
| Principle Wealth Partners LLC | 0.30% | Add +171.8% | 38,776 | $5.4M |
| Signature Estate & Investment Advisors LLC | 0.11% | Add +18.8% | 37,901 | $5.2M |
| Arkadios Wealth Advisors | 0.10% | Add +291.8% | 36,151 | $5.0M |
| Ullmann Wealth Partners Group, LLC | 0.52% | Reduce -1.2% | 36,495 | $5.0M |
| Symphony Financial Services, Inc. | 2.53% | Reduce -0.1% | 35,644 | $4.9M |
| Kellett Wealth Advisors, LLC | 2.81% | Add +2.5% | 35,498 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.24% | Add +4.1% | 35,192 | $4.9M |
| Flagship Harbor Advisors, LLC | 0.22% | Add +4.0% | 34,344 | $4.8M |
| Benjamin Edwards Inc. | 0.05% | Add +1.0% | 34,289 | $4.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +120.6% | 34,147 | $4.7M |
| Smith, Moore & Co. | 0.33% | Add +3.3% | 31,429 | $4.4M |
| Prospera Financial Services Inc | 0.07% | Reduce -2.1% | 31,409 | $4.4M |
| HBW Advisory Services LLC | 0.45% | Add +2.8% | 30,033 | $4.2M |
| Elevation Capital Advisory, LLC | 1.68% | Add +162.7% | 29,671 | $4.1M |
| RFG Advisory, LLC | 0.08% | Add +8.8% | 29,579 | $4.1M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -5.3% | 28,498 | $3.9M |
| Creative Financial Designs Inc. | 0.24% | Add +9.3% | 27,890 | $3.9M |
| Vicus Capital | 0.29% | Reduce -15.6% | 27,769 | $3.8M |
| Guilbault Capital LLC | 4.26% | — | 27,506 | $3.8M |
| Arete Wealth Advisors, LLC | 0.26% | Add +14.0% | 26,942 | $3.7M |
| TruWealth Advisors, LLC | 0.18% | Add +3.4% | 26,899 | $3.7M |
| Transcendent Capital Group LLC | 1.68% | New | 26,818 | $3.7M |
| ATX Financial Planning, LLC | 2.83% | — | 26,544 | $3.7M |
| Integrity Alliance, Llc. | 0.13% | Add +25.1% | 26,396 | $3.7M |
| Capital Developers, LLC | 3.27% | — | 26,366 | $3.7M |
| VestGen Advisors, LLC | 0.16% | Reduce -48.8% | 26,345 | $3.6M |
| Lowery Thomas, LLC | 2.01% | Add +0.8% | 25,689 | $3.6M |
| Merit Financial Group, LLC | 0.03% | Reduce -14.6% | 25,139 | $3.5M |
| Paller Financial Services Inc | 2.77% | — | 24,998 | $3.5M |
| Accel Wealth Management | 0.94% | Add +11.1% | 24,781 | $3.4M |
| AE Wealth Management LLC | 0.02% | Add +7.8% | 24,379 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +3.8% | 24,257 | $3.4M |
| Nikulski Financial, Inc. | 0.78% | Add +355.9% | 23,687 | $3.3M |
| Chicago Partners Investment Group LLC | 0.08% | Add +65.8% | 22,819 | $3.2M |
| Independent Financial Group, LLC | 0.07% | Reduce -6.8% | 23,189 | $3.2M |
| Breakwater Capital Group | 0.44% | Add +134.9% | 22,869 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +3.4% | 22,030 | $3.1M |
| Lynch Investment Planning, LLC | 2.92% | — | 22,003 | $3.0M |
| Spectrum Wealth Advisory Group, LLC | 1.11% | Reduce -5.3% | 21,759 | $3.0M |
| Sigma Planning Corp | 0.08% | Add +6.4% | 21,503 | $3.0M |
| Elm3 Financial Group, LLC | 2.46% | Reduce -11.8% | 21,418 | $3.0M |
| Anson Capital, Inc. | 2.13% | Reduce -4.0% | 21,151 | $2.9M |
| Belpointe Asset Management LLC | 0.10% | Add +41.2% | 20,891 | $2.9M |
| Park Avenue Securities LLC | 0.02% | Add +11.2% | 20,858 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -9.7% | 20,766 | $2.9M |
| PSI Advisors, LLC | 0.72% | Reduce -1.7% | 20,642 | $2.9M |
| Perspective Wealth Advisors LLC | 2.00% | — | 20,316 | $2.8M |
| PCG Wealth Advisors, LLC | 0.78% | Reduce -12.1% | 20,008 | $2.8M |
| Greenline Wealth Management LLC | 2.84% | — | 19,845 | $2.7M |
| Brookwood Investment Group LLC | 0.33% | Reduce -0.6% | 19,716 | $2.7M |
| Matters Capital LLC | 2.21% | — | 19,497 | $2.7M |
| Southland Equity Partners LLC | 0.53% | Add +2.4% | 19,339 | $2.7M |
| New Millennium Group LLC | 1.12% | Reduce -3.5% | 18,648 | $2.6M |
| Sovran Advisors, LLC | 0.22% | Add +55.2% | 17,678 | $2.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -2.1% | 18,158 | $2.5M |
| Diversified Enterprises, LLC | 0.15% | Reduce -1.9% | 17,722 | $2.5M |
| Jupiter Wealth Management LLC | 1.08% | No change | 16,800 | $2.4M |
| BNB Wealth Management, LLC | 1.56% | — | 17,438 | $2.4M |
| Legacy Capital Wealth Management, LLC | 1.45% | — | 17,333 | $2.4M |
| Savvy Advisors, Inc. | 0.08% | Add +6.6% | 16,786 | $2.3M |
| Geneos Wealth Management Inc. | 0.06% | Add +612.7% | 16,719 | $2.3M |
| Northbridge Financial Group, LLC | 1.03% | — | 16,602 | $2.3M |
| Trust Co. of Toledo NA | 0.23% | Add +24.3% | 16,528 | $2.3M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -1.4% | 16,417 | $2.3M |
| Vantage Financial Partners, LLC | 0.45% | Reduce -2.5% | 16,136 | $2.2M |
| AQR Capital Management | 0.00% | Add +10.6% | 15,992 | $2.2M |
| Visionary Wealth Advisors | 0.10% | Reduce -1.4% | 15,853 | $2.2M |
| Certified Advisory Corp | 0.20% | Reduce -0.9% | 15,744 | $2.2M |
| IHT Wealth Management, LLC | 0.05% | Reduce -8.8% | 15,600 | $2.2M |
| Monetary Solutions, Ltd | 2.04% | — | 14,934 | $2.1M |
| Verde Capital Management | 0.44% | Reduce -1.9% | 14,795 | $2.0M |
| FMR LLC | 0.00% | Add +16.7% | 14,739 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -41.1% | 14,192 | $2.0M |
| JHP Wealth Management, LLC | 1.84% | — | 13,710 | $1.9M |
| Founders Financial Securities LLC | 0.11% | Add +9.3% | 13,433 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.1% | 13,318 | $1.8M |
| GW Henssler & Associates Ltd. | 0.09% | New | 13,148 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +144.7% | 12,680 | $1.8M |
| Sonoma Allocations LLC | 0.58% | Add +3.5% | 12,398 | $1.8M |
| Vista Cima Wealth Management LLC | 1.45% | Reduce -0.5% | 12,554 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.2% | 12,538 | $1.7M |
| JBR Co Financial Management Inc | 0.73% | Reduce -21.3% | 12,523 | $1.7M |
| Fortitude Family Office, LLC | 0.40% | No change | 12,300 | $1.7M |
| IFG Advisory, LLC | 0.07% | Add +28.9% | 12,263 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Reduce -5.4% | 12,170 | $1.7M |
| Traynor Capital Management, Inc. | 0.09% | Reduce -4.7% | 12,046 | $1.7M |
| Comprehensive Wealth Management, LLC | 0.98% | Add +11.0% | 12,045 | $1.7M |
| Clear Creek Financial Management, LLC | 0.14% | Add +13.5% | 11,998 | $1.7M |
| Capstone Wealth Management Group, LLC | 0.69% | Add +97.3% | 11,846 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.7% | 11,845 | $1.6M |
| Independent Wealth Network Inc. | 0.49% | Add +17.5% | 11,537 | $1.6M |
| Western Wealth Management, LLC | 0.07% | Add +3.6% | 11,518 | $1.6M |
| Journey Advisory Group, LLC | 0.13% | Add +13.2% | 11,336 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.7% | 11,027 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -8.6% | 10,940 | $1.5M |
| Mariner, LLC | 0.00% | Add +3.4% | 10,903 | $1.5M |
| MFA Wealth Services | 1.02% | Reduce -0.9% | 10,893 | $1.5M |
| Cornerstone Management, Inc. | 0.24% | Reduce -10.8% | 10,790 | $1.5M |
| OxenFree Capital LLC | 0.78% | Add +19.6% | 10,746 | $1.5M |
| Mgo One Seven LLC | 0.03% | Reduce -3.9% | 10,723 | $1.5M |
| Brown Advisory Inc. | 0.00% | No change | 10,609 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +23.9% | 10,552 | $1.5M |
| Valued Retirements, Inc. | 1.38% | Add +4.4% | 10,167 | $1.4M |
| Comprehensive Financial Planning, Inc. | 0.89% | Add +1.4% | 9,714 | $1.3M |
| GPM Growth Investors, Inc. | 0.52% | Reduce -17.7% | 9,587 | $1.3M |
| Foresight Capital Management Advisors, Inc. | 0.72% | Reduce -42.5% | 9,543 | $1.3M |
| Fortis Capital Advisors, LLC | 0.19% | Add +191.2% | 9,333 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +7.6% | 9,070 | $1.3M |
| PFG Advisors | 0.06% | Add +10.8% | 9,140 | $1.3M |
| World Equity Group, Inc. | 0.35% | Add +1.4% | 9,016 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +1.4% | 8,805 | $1.2M |
| Global Retirement Partners, LLC | 0.02% | Reduce -9.7% | 8,670 | $1.2M |
| Adapt Wealth Advisors, LLC | 0.40% | Add +6.8% | 8,484 | $1.2M |
| Tactive Advisors, LLC | 0.34% | Add +1.2% | 8,474 | $1.2M |
| Commonwealth Financial Services, LLC | 0.19% | Reduce -0.0% | 8,125 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 7,967 | $1.1M |
| Jackson Wealth Management, LLC | 0.11% | Add +24.1% | 7,908 | $1.1M |
| American Trust | 0.09% | Reduce -6.1% | 7,867 | $1.1M |
| Carlson Financial, Inc. | 0.62% | — | 7,678 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +16.6% | 7,636 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -7.3% | 7,573 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +40.7% | 7,436 | $1.0M |
| Cannon Wealth Management Services, LLC | 0.71% | Add +275.0% | 7,257 | $1.0M |
| Colonial River Investments, LLC | 0.36% | Reduce -2.4% | 7,219 | $1000K |
| Mascagni Wealth Management, Inc. | 0.74% | Add +15.4% | 7,128 | $987K |
| Centerpoint Advisory Group | 0.75% | Add +0.6% | 7,001 | $969K |
| Cibc World Market Inc. | 0.00% | Add +5.7% | 6,990 | $968K |
| Armbruster Capital Management, Inc. | 0.16% | No change | 6,959 | $964K |
| Mainstay Capital Management LLC | 0.07% | Reduce -15.0% | 6,793 | $941K |
| Patten Group, Inc. | 0.17% | Add +7.3% | 6,773 | $938K |
| Financial Freedom, LLC | 0.46% | Add +6.1% | 6,743 | $934K |
| World Investment Advisors | 0.02% | Add +1.7% | 6,622 | $917K |
| Lotus Technology Management, LP | 0.51% | — | 6,569 | $910K |
| Maridea Wealth Management LLC | 0.13% | Reduce -35.8% | 6,438 | $891K |
| Argent Trust Co | 0.03% | New | 6,417 | $888K |
| Wall Street Financial Group, Inc. | 0.63% | Add +7.0% | 6,279 | $870K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 6,269 | $868K |
| Act Wealth Management, LLC | 0.28% | Add +0.2% | 6,263 | $867K |
| Fortune Financial Group, Inc. | 0.83% | — | 5,652 | $845K |
| Renaissance Technologies | 0.00% | New | 6,100 | $845K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.2% | 6,029 | $835K |
| Walled Lake Planning & Wealth Management, LLC | 0.26% | Add +0.1% | 6,012 | $832K |
| Keating Financial Advisory Services, Inc. | 0.11% | — | 5,883 | $815K |
| TFB Advisors LLC | 0.23% | Reduce -4.4% | 5,881 | $814K |
| Comerica Bank | 0.00% | Reduce -11.1% | 5,598 | $775K |
| TAGStone Capital, Inc. | 0.29% | Add +14.2% | 5,583 | $773K |
| Spire Wealth Management | 0.03% | Add +3.0% | 5,495 | $761K |
| Grandview Asset Management LLC | 0.21% | Reduce -13.9% | 5,437 | $753K |
| Silver Oak Securities, Incorporated | 0.05% | Add +79.0% | 5,343 | $747K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.1% | 5,348 | $740K |
| HighPoint Advisor Group LLC | 0.02% | New | 5,244 | $726K |
| Fischer Investment Strategies, LLC | 0.42% | Reduce -12.2% | 5,214 | $722K |
| US Bancorp \de | 0.00% | Add +124.9% | 5,205 | $721K |
| Dana Investment Advisors, Inc. | 0.02% | Add +39.8% | 5,193 | $719K |
| Faithward Advisors, LLC | 0.10% | Reduce -12.0% | 5,137 | $711K |
| Pacific Sun Financial Corp | 0.34% | New | 5,083 | $704K |
| Truist Financial Corp. | 0.00% | Add +70.5% | 4,903 | $679K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.9% | 4,465 | $618K |
| Capital Advisory Group Advisory Services, LLC | 0.18% | No change | 4,402 | $610K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -19.6% | 4,306 | $596K |
| Nest Investments, LLC | 0.50% | — | 4,274 | $592K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,182 | $579K |
| Brookstone Capital Management | 0.01% | Add +7.1% | 4,097 | $567K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.5% | 3,983 | $551K |
| MY Wealth Management Inc. | 0.48% | Add +5.9% | 3,960 | $548K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,920 | $543K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -0.7% | 3,920 | $543K |
| Pine Harbor Wealth Management, LLC | 0.16% | No change | 3,854 | $534K |
| Milestones Private Investment Advisors LLC | 0.36% | Reduce -3.9% | 3,790 | $525K |
| Meridian Financial Advisors, LLC | 0.28% | Add +7.9% | 3,775 | $523K |
| Parcion Private Wealth LLC | 0.03% | Reduce -0.2% | 3,743 | $518K |
| Swisher Financial Concepts, Inc. | 0.29% | Add +3.5% | 3,685 | $510K |
| E&G Advisors, LLC | 0.11% | No change | 3,670 | $508K |
| Investors Research Corp | 0.09% | Add +10.6% | 3,649 | $505K |
| Snowden Capital Advisors LLC | 0.01% | Add +14.4% | 3,603 | $499K |
| International Assets Investment Management, LLC | 0.03% | Add +9.0% | 3,572 | $495K |
| Afg Fiduciary Services Limited Partnership | 0.30% | No change | 3,513 | $493K |
| Wedbush Securities Inc. | 0.01% | Add +8.2% | 3,512 | $486K |
| &partners | 0.00% | Add +2.0% | 3,501 | $485K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.7% | 3,498 | $484K |
| Whipplewood Advisors, LLC | 0.31% | Reduce -0.3% | 3,497 | $484K |
| Leavell Investment Management, Inc. | 0.02% | Add +37.6% | 3,464 | $480K |
| Creative Planning | 0.00% | Reduce -16.1% | 3,354 | $464K |
| Sculati Wealth Management, LLC | 0.16% | Reduce -29.2% | 3,295 | $456K |
| Stonebridge Financial Group, LLC / MO | 0.39% | — | 3,289 | $455K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +3.9% | 3,146 | $436K |
| Continuum Advisory, LLC | 0.04% | Reduce -9.8% | 3,123 | $432K |
| Uptick Partners, LLC | 0.09% | No change | 3,100 | $429K |
| HRC Wealth Management, LLC | 0.20% | Add +0.2% | 3,073 | $425K |
| Independent Advisor Alliance | 0.01% | No change | 3,062 | $424K |
| Silverlake Wealth Management LLC | 0.09% | Add +6.6% | 2,985 | $413K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.6% | 2,955 | $409K |
| Northern Trust Corp. | 0.00% | Add +9.0% | 2,930 | $406K |
| Kane Investment Management, Inc. | 0.19% | Reduce -15.9% | 2,880 | $399K |
| Csenge Advisory Group | 0.02% | Reduce -14.5% | 2,804 | $388K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -0.5% | 2,762 | $382K |
| Atlas Private Wealth Advisors | 0.09% | Add +18.4% | 2,704 | $374K |
| FLP Wealth Management, LLC | 0.88% | Reduce -5.7% | 2,692 | $373K |
| Reliant Investment Partners, LLC | 0.29% | Add +2.2% | 2,680 | $371K |
| Burke & Herbert Bank & Trust Co. | 0.10% | New | 2,631 | $364K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.0% | 2,597 | $360K |
| EP Wealth Advisors, LLC | 0.00% | — | 2,591 | $359K |
| TCP Asset Management, LLC | 0.06% | No change | 2,491 | $345K |
| Veridan Wealth LLC | 0.12% | Add +0.2% | 2,472 | $342K |
| Signal Advisors Wealth, LLC | 0.03% | Add +12.3% | 2,457 | $340K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +19.3% | 2,439 | $338K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -70.9% | 2,391 | $331K |
| Calton & Associates, Inc. | 0.05% | Reduce -6.6% | 2,348 | $325K |
| Goldstone Financial Group, LLC | 0.04% | No change | 2,328 | $322K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.3% | 2,312 | $320K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.2% | 2,293 | $317K |
| Private Trust Co. NA | 0.03% | Reduce -13.2% | 2,284 | $316K |
| Alpha Capital Advisors Inc. | 0.29% | — | 2,206 | $314K |
| Lodestone Wealth Management LLC | 0.13% | Add +2.0% | 2,256 | $312K |
| Howard Capital Management, LLC | 0.00% | New | 2,254 | $312K |
| Longview Financial Advisors, Inc. | 0.21% | No change | 2,252 | $312K |
| Main Street Group, LTD | 0.11% | Add +0.9% | 2,244 | $311K |
| Crescent Sterling, Ltd. | 0.32% | Add +4.4% | 2,233 | $309K |
| CoreCap Advisors, LLC | 0.01% | Add +2784.4% | 2,221 | $308K |
| Tectonic Advisors LLC | 0.02% | Add +25.8% | 2,212 | $306K |
| Fulton Bank, N.A. | 0.01% | New | 2,161 | $299K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +137.7% | 2,080 | $288K |
| Seaview Investment Managers LLC | 0.11% | Reduce -92.4% | 2,062 | $286K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.3% | 2,050 | $284K |
| Unique Wealth, LLC | 0.04% | New | 2,021 | $280K |
| Capital Wealth Alliance, LLC | 0.11% | No change | 1,800 | $264K |
| 49 Wealth Management, LLC | 0.02% | Reduce -18.8% | 1,880 | $260K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.4% | 1,876 | $260K |
| Northstar Financial Companies, Inc. | 0.20% | New | 1,843 | $255K |
| OneAscent Financial Services LLC | 0.02% | Reduce -5.0% | 1,836 | $254K |
| GWN Securities Inc. | 0.05% | Reduce -13.6% | 1,831 | $254K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -5.2% | 1,825 | $253K |
| Wbi Investments, LLC | 0.07% | New | 1,801 | $249K |
| Focused Alpha, LLC | 0.07% | — | 1,795 | $249K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 1,791 | $248K |
| RVW Wealth, LLC | 0.02% | New | 1,789 | $248K |
| Fermata Advisors, LLC | 0.06% | Reduce -3.6% | 1,766 | $245K |
| Wealth Management Nebraska | 0.03% | No change | 1,734 | $240K |
| IFP Advisors, Inc | 0.01% | Add +2.5% | 1,728 | $239K |
| Sowell Financial Services LLC | 0.01% | Reduce -59.1% | 1,671 | $231K |
| Coppell Advisory Solutions LLC | 0.02% | No change | 1,649 | $231K |
| Nottingham Advisors, Inc. | 0.03% | No change | 1,660 | $230K |
| Harbor Asset Planning, Inc. | 0.20% | Add +0.2% | 1,655 | $229K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -1.7% | 1,652 | $229K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 1,651 | $229K |
| MOR Wealth Management, LLC | 0.10% | — | 1,636 | $226K |
| StoneX Group Inc. | 0.01% | Reduce -65.6% | 1,624 | $225K |
| Summit Financial, LLC | 0.00% | Reduce -12.2% | 1,619 | $224K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +34.5% | 1,598 | $223K |
| Scarborough Advisors, LLC | 0.04% | Add +0.1% | 1,602 | $222K |
| Smartleaf Asset Management LLC | 0.01% | New | 1,558 | $218K |
| Compass Capital Corp. /Ma/ | 0.08% | Reduce -4.2% | 1,486 | $218K |
| Unified Investment Management | 0.22% | No change | 1,565 | $217K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.2% | 1,533 | $212K |
| Allworth Financial LP | 0.00% | Add +190.1% | 1,523 | $211K |
| Stark Wealth Management LLC | 0.79% | Reduce -4.4% | 1,513 | $209K |
| Larson Financial Group LLC | 0.01% | Reduce -25.6% | 1,512 | $209K |
| Fifth Third Bancorp | 0.00% | Reduce -24.7% | 1,500 | $208K |
| Essex Financial Services, Inc. | 0.01% | New | 1,494 | $207K |
| OneAscent Wealth Management LLC | 0.07% | Reduce -26.5% | 1,481 | $205K |
| APS Management Group, Inc. | 0.17% | New | 1,456 | $202K |
| Nova Wealth Management, Inc. | 0.14% | Reduce -0.3% | 1,422 | $197K |
| Glenmede Trust Co. NA | 0.00% | — | 1,420 | $197K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,400 | $194K |
| Bessemer Group Inc. | 0.00% | No change | 1,312 | $182K |
| Bank of Montreal | 0.00% | Add +50.1% | 1,313 | $182K |
| Noble Wealth Management PBC | 0.09% | No change | 1,299 | $180K |
| Capital Analysts, LLC | 0.00% | No change | 1,144 | $158K |
| Richards, Merrill & Peterson, Inc. | 0.06% | No change | 1,089 | $151K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,074 | $149K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 931 | $129K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 905 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | Add +126.6% | 868 | $120K |
| Godfrey Financial Associates, Inc. | 0.10% | — | 800 | $111K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +33.1% | 587 | $81K |
| Westfuller Advisors, LLC | 0.03% | Add +0.2% | 571 | $79K |
| Bokf, NA | 0.00% | No change | 568 | $79K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.2% | 483 | $67K |
| Strive Financial Group ,LLC | 0.03% | — | 475 | $66K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 465 | $64K |
| Assetmark, Inc. | 0.00% | Add +1.9% | 429 | $59K |
| Godsey & Gibb, Inc. | 0.01% | New | 425 | $59K |
| Key Financial Inc | 0.01% | New | 410 | $57K |
| City State Bank | 0.01% | No change | 350 | $48K |
| Arax Advisory Partners | 0.00% | No change | 338 | $47K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 316 | $44K |
| Dunhill Financial, LLC | 0.01% | New | 302 | $42K |
| Eagle Bay Advisors LLC | 0.03% | New | 284 | $39K |
| Archer Investment Corp | 0.01% | No change | 265 | $37K |
| AlphaCore Capital LLC | 0.00% | New | 249 | $34K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 245 | $34K |
| Park Square Financial Group, LLC | 0.19% | New | 260 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 227 | $31K |
| Golden State Wealth Management, LLC | 0.00% | No change | 216 | $30K |
| Wellington-Altus USA Inc. | 0.02% | — | 205 | $28K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 204 | $28K |
| Realta Investment Advisors | 0.01% | New | 200 | $28K |
| Optima Capital LLC | 0.01% | New | 191 | $26K |
| Deutsche Bank AG | 0.00% | Reduce -7.9% | 186 | $26K |
| First Financial Corp. | 0.01% | No change | 185 | $26K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -0.6% | 178 | $25K |
| GoalVest Advisory LLC | 0.00% | Reduce -16.6% | 176 | $24K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 161 | $22K |
| Ransom Advisory, Ltd | 0.01% | New | 154 | $21K |
| Wiser Advisor Group LLC | 0.02% | New | 151 | $21K |
| National Bank of Canada | 0.00% | No change | 138 | $19K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 130 | $18K |
| Register Financial Advisors LLC | 0.01% | No change | 107 | $15K |
| Founders Financial Alliance, LLC | 0.00% | New | 106 | $15K |
| NFSG Corp | 0.00% | No change | 101 | $14K |
| JNBA Financial Advisors | 0.00% | Add +13.5% | 101 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $14K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 87 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 83 | $11K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 80 | $11K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 74 | $10K |
| Abound Wealth Management | 0.00% | No change | 59 | $8K |
| IAG Wealth Partners, LLC | 0.00% | No change | 55 | $8K |
| Advisors Preferred, LLC | 0.00% | Reduce -57.5% | 54 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | New | 53 | $7K |
| Howe & Rusling Inc. | 0.00% | No change | 47 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Add +113.6% | 47 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | New | 45 | $6K |
| Bfsg, LLC | 0.00% | New | 43 | $6K |
| Sunrise Financial Services, LLC | 0.00% | — | 38 | $5K |
| Colonial Trust Co / SC | 0.00% | Reduce -7.3% | 38 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -62.3% | 26 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | New | 24 | $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 |
| Global Wealth Strategies & Associates | 0.00% | New | 13 | $2K |
| Roble, Belko & Company, Inc | 0.00% | New | 8 | $1K |
| Trust Co | 0.00% | New | 4 | $554 |
"% 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.