Invesco S&P Midcap MomentumXMMOETF
13F holders, Q2 2026 (June 30)483holders +52
71new positions
22sold out
3famous investors
$169.92avg. 13F price*
At the end of Q2 2026, 483 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 52 from Q1 2026. 71 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($696.8M), Morgan Stanley ($402.9M) and Cetera Investment Advisers ($257.0M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $164.0M |
| Exits | 22 | $46.4M |
All 13F filers, Q1 2026 → Q2 2026: 5,440,030 shares bought and 5,319,862 shares sold, net +120,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 483 holders
| LPL Financial LLC | 0.16% | Add +10.7% | 4,095,320 | $696.8M |
| Morgan Stanley | 0.02% | Add +18.5% | 2,368,277 | $402.9M |
| Cetera Investment Advisers | 0.23% | Add +10.4% | 1,510,414 | $257.0M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +17.7% | 1,371,946 | $233.4M |
| Wells Fargo & Company | 0.04% | Add +13.7% | 1,345,518 | $228.9M |
| Raymond James Financial Inc. | 0.06% | Add +15.9% | 1,299,037 | $221.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +22.0% | 1,295,928 | $220.5M |
| Ameriprise Financial Inc. | 0.04% | Add +33.5% | 1,015,181 | $172.7M |
| Bank of America Corp. | 0.01% | Add +27.3% | 1,000,210 | $170.2M |
| Osaic Holdings, Inc. | 0.18% | Add +19.8% | 892,567 | $151.9M |
| Vantagepoint Investment Advisers LLC | 1.12% | Reduce -6.6% | 881,795 | $150.0M |
| Jones Financial Companies LLLP | 0.06% | Add +49.1% | 835,694 | $139.6M |
| Royal Bank of Canada | 0.01% | Add +36.1% | 507,500 | $86.3M |
| MML Investors Services, LLC | 0.16% | Add +33.0% | 460,191 | $78.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +44.9% | 435,788 | $74.1M |
| Commonwealth Equity Services, LLC | 0.08% | Add +1.5% | 368,061 | $62.6M |
| Stifel Financial Corp. | 0.05% | Add +2.6% | 365,151 | $62.1M |
| Great Valley Advisor Group, Inc. | 0.95% | Add +3.0% | 353,974 | $60.2M |
| HighTower Advisors, LLC | 0.06% | Add +35.0% | 348,431 | $59.3M |
| UBS Group AG | 0.01% | Add +10.2% | 341,475 | $58.1M |
| Affinity Wealth Management LLC | 7.02% | Reduce -0.7% | 320,484 | $54.5M |
| Private Advisor Group, LLC | 0.21% | Add +56.3% | 266,130 | $45.3M |
| Clark Capital Management Group, Inc. | 0.19% | Reduce -3.5% | 209,806 | $35.7M |
| Two Sigma Investments, LP | 0.03% | New | 196,900 | $33.5M |
| AssuredPartners Investment Advisors, LLC | 3.11% | Add +57.5% | 188,397 | $32.1M |
| Equitable Holdings, Inc. | 0.18% | Add +4.4% | 175,074 | $29.8M |
| Citigroup Inc. | 0.01% | Add +3.9% | 171,794 | $29.2M |
| NewEdge Advisors, LLC | 0.08% | Add +98.9% | 155,686 | $26.5M |
| Oxford Wealth Group, LLC | 10.51% | Add +0.1% | 138,113 | $23.5M |
| Davidson Capital Management Inc. | 3.76% | Reduce -1.1% | 138,042 | $23.5M |
| Principal Securities, Inc. | 0.28% | Add +6.6% | 136,140 | $23.2M |
| SHP Wealth Management | 1.53% | New | 130,771 | $22.2M |
| Focus Financial Network, Inc. | 0.66% | Add +1.2% | 125,386 | $21.3M |
| Affinity Wealth LLC | 11.40% | Add +4.0% | 124,759 | $21.2M |
| Ameritas Investment Partners, Inc. | 0.55% | Add +430.4% | 120,954 | $20.6M |
| Dala Group, LLC | 15.70% | Add +7.5% | 112,019 | $19.1M |
| Peak Planning Group, LLC | 4.21% | Add +8.5% | 109,569 | $18.6M |
| Modern Wealth Management, LLC | 0.22% | Reduce -2.7% | 108,083 | $18.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +109.0% | 106,501 | $18.1M |
| Fifth Third Securities, Inc. | 0.98% | Add +5.3% | 101,244 | $17.2M |
| Financial Partners Group, Inc | 1.74% | Reduce -1.5% | 100,867 | $17.2M |
| Manchester Financial Inc. | 2.93% | Add +2.3% | 96,580 | $16.4M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -11.0% | 95,363 | $16.2M |
| Family Investment Center, Inc. | 2.63% | Reduce -4.7% | 93,073 | $15.8M |
| Advance Capital Management, Inc. | 0.51% | Reduce -50.5% | 92,765 | $15.8M |
| Sound Income Strategies, LLC | 0.71% | Add +15.4% | 92,630 | $15.8M |
| Insight Wealth Strategies, LLC | 1.51% | Add +1.1% | 93,115 | $15.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.4% | 95,520 | $15.4M |
| Quadrature Capital Ltd | 0.13% | New | 87,025 | $14.8M |
| FreeGulliver LLC | 5.19% | Add +15.9% | 86,510 | $14.7M |
| Oasis Advisors, LLC | 9.33% | Reduce -98.2% | 84,481 | $14.4M |
| Ameritas Advisory Services, LLC | 0.29% | Add +520.6% | 83,256 | $14.2M |
| Cerity Partners LLC | 0.02% | Add +6.8% | 83,063 | $14.1M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +4.5% | 80,247 | $13.7M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +0.1% | 77,168 | $13.1M |
| Win Advisors, Inc. | 4.65% | New | 76,701 | $13.0M |
| Natixis Advisors, LLC | 0.01% | Add +110.1% | 72,657 | $12.4M |
| Flagship Wealth Advisors, LLC | 2.72% | Add +42.7% | 71,307 | $12.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +65.4% | 68,547 | $11.7M |
| Thoroughbred Financial Services, LLC | 0.55% | Add +15.8% | 67,286 | $11.4M |
| TD Private Client Wealth LLC | 0.21% | Add +603.5% | 66,383 | $11.3M |
| Avaii Wealth Management, LLC | 3.19% | Add +5.2% | 63,778 | $10.9M |
| Ausdal Financial Partners, Inc. | 0.42% | Reduce -1.2% | 62,929 | $10.7M |
| World Investment Advisors | 0.18% | Add +6.1% | 71,615 | $10.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +181.3% | 61,802 | $10.5M |
| ProVise Management Group, LLC | 0.70% | Add +1.8% | 61,437 | $10.5M |
| LMG Wealth Partners, LLC | 1.66% | Add +2.2% | 60,963 | $10.4M |
| Principle Wealth Partners LLC | 0.51% | Add +36.9% | 60,388 | $10.3M |
| Atlas Legacy Advisors, LLC | 1.49% | Add +1.4% | 59,242 | $10.1M |
| Axxcess Wealth Management, LLC | 0.15% | New | 53,723 | $9.1M |
| Meridian Wealth Management, LLC | 0.28% | New | 52,993 | $9.0M |
| B. Riley Wealth Advisors, Inc. | 0.49% | Add +957.8% | 53,703 | $9.0M |
| Koshinski Asset Management, Inc. | 0.48% | Add +4.1% | 52,781 | $9.0M |
| Titleist Asset Management, LLC | 0.56% | Add +2.8% | 48,776 | $8.3M |
| Sunrise Financial Services, LLC | 4.85% | Add +7.0% | 47,947 | $8.2M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -0.3% | 46,957 | $8.0M |
| Institute for Wealth Management, LLC. | 0.70% | Add +0.6% | 46,822 | $8.0M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -44.2% | 46,563 | $7.9M |
| Stillwater Private Wealth, LLC | 5.11% | Add +213.7% | 47,959 | $7.8M |
| Quattro Advisors LLC | 5.21% | Add +2.4% | 46,049 | $7.8M |
| Susquehanna International Group, LLP | 0.01% | New | 44,999 | $7.7M |
| Nwam LLC | 0.38% | Add +1.6% | 44,308 | $7.5M |
| Schorn Wealth LLC | 1.89% | Add +0.5% | 42,539 | $7.2M |
| Flagship Harbor Advisors, LLC | 0.27% | Add +9.4% | 41,405 | $7.0M |
| Blair William & Co. | 0.02% | Reduce -7.8% | 39,324 | $6.7M |
| Kellett Wealth Advisors, LLC | 3.07% | Add +4.0% | 38,712 | $6.6M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -4.4% | 38,515 | $6.6M |
| Uniting Wealth Partners, LLC | 1.33% | Reduce -0.2% | 38,457 | $6.5M |
| Argent Trust Co | 0.19% | Add +100.8% | 38,267 | $6.5M |
| Park Avenue Securities LLC | 0.04% | Add +17.9% | 37,356 | $6.4M |
| Guardian Asset Advisors, LLC | 2.88% | New | 36,761 | $6.3M |
| Ullmann Wealth Partners Group, LLC | 0.57% | Add +1.0% | 36,640 | $6.2M |
| BNB Wealth Management, LLC | 3.38% | Add +99.4% | 36,378 | $6.2M |
| Belpointe Asset Management LLC | 0.20% | Add +45.8% | 35,353 | $6.0M |
| Benjamin Edwards Inc. | 0.05% | Add +0.8% | 34,981 | $6.0M |
| Braeburn Wealth Management LLC | 2.48% | New | 33,907 | $5.8M |
| Capstone Wealth Management Group, LLC | 2.04% | Add +165.0% | 33,868 | $5.8M |
| PSI Advisors, LLC | 1.32% | Add +42.6% | 33,391 | $5.7M |
| Symphony Financial Services, Inc. | 2.53% | Add +0.8% | 33,126 | $5.6M |
| Kingsview Wealth Management, LLC | 0.07% | Add +12.9% | 32,639 | $5.6M |
| Columbia Advisory Partners LLC | 3.03% | Add +2.0% | 32,238 | $5.5M |
| AE Wealth Management LLC | 0.03% | Add +19.9% | 32,062 | $5.5M |
| Smith, Moore & Co. | 0.35% | Add +0.5% | 31,751 | $5.4M |
| Guilbault Capital LLC | 5.41% | Add +9.5% | 31,670 | $5.4M |
| HBW Advisory Services LLC | 0.49% | Add +4.8% | 31,622 | $5.4M |
| Accel Wealth Management | 1.20% | Add +10.0% | 31,416 | $5.3M |
| Nikulski Financial, Inc. | 1.13% | Add +8.4% | 30,764 | $5.2M |
| Arete Wealth Advisors, LLC | 0.34% | New | 30,636 | $5.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +3.0% | 30,419 | $5.2M |
| Clear Creek Financial Management, LLC | 0.33% | Add +39.4% | 30,112 | $5.1M |
| Chicago Partners Investment Group LLC | 0.10% | Add +7.6% | 31,451 | $5.1M |
| Creative Financial Designs Inc. | 0.24% | Add +3.0% | 29,774 | $5.1M |
| Waverly Advisors, LLC | 0.03% | New | 29,577 | $5.0M |
| Vicus Capital | 0.32% | Add +18.9% | 29,543 | $5.0M |
| Per Stirling Capital Management, LLC. | 0.47% | New | 29,215 | $5.0M |
| Breakwater Capital Group | 0.59% | Add +10.5% | 29,037 | $4.9M |
| Prospera Financial Services Inc | 0.07% | Reduce -12.8% | 28,483 | $4.9M |
| Kovack Advisors, Inc. | 0.23% | Add +3.3% | 29,056 | $4.8M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -29.5% | 28,254 | $4.8M |
| Colonial River Investments, LLC | 1.33% | Add +288.0% | 27,523 | $4.7M |
| Stratos Wealth Advisors, LLC | 0.26% | Reduce -28.7% | 27,350 | $4.7M |
| Perspective Wealth Advisors LLC | 2.54% | Add +15.9% | 27,188 | $4.6M |
| Independent Financial Group, LLC | 0.09% | Add +17.4% | 27,128 | $4.6M |
| Lowery Thomas, LLC | 2.25% | Add +1.9% | 27,017 | $4.6M |
| GPM Growth Investors, Inc. | 1.91% | Add +176.8% | 26,832 | $4.6M |
| ATX Financial Planning, LLC | 2.86% | Reduce -0.0% | 25,433 | $4.3M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.8% | 24,779 | $4.2M |
| Commonwealth Financial Services, LLC | 0.56% | Add +203.4% | 24,651 | $4.2M |
| Paller Financial Services Inc | 3.12% | Add +0.3% | 24,545 | $4.2M |
| Trust Co. of Toledo NA | 0.34% | Add +24.0% | 24,342 | $4.1M |
| Integrity Alliance, Llc. | 0.13% | Reduce -1.3% | 24,126 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +27.4% | 24,372 | $4.1M |
| Parr McKnight Wealth Management Group, LLC | 0.48% | Add +1.8% | 23,573 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +22.9% | 23,559 | $4.0M |
| Legacy Capital Wealth Management, LLC | 1.83% | Add +4.0% | 23,187 | $3.9M |
| VestGen Advisors, LLC | 0.11% | Reduce -0.2% | 22,646 | $3.9M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -4.7% | 22,552 | $3.8M |
| Renaissance Technologies | 0.01% | Add +329.9% | 22,352 | $3.8M |
| Lynch Investment Planning, LLC | 2.88% | Reduce -3.1% | 22,049 | $3.8M |
| Elm3 Financial Group, LLC | 2.54% | Add +1.7% | 21,776 | $3.7M |
| Fortis Capital Advisors, LLC | 0.42% | Add +135.6% | 21,736 | $3.7M |
| Sigma Planning Corp | 0.09% | Add +5.4% | 21,571 | $3.7M |
| Spectrum Wealth Advisory Group, LLC | 1.00% | Reduce -1.6% | 20,610 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -0.4% | 20,492 | $3.5M |
| PCG Wealth Advisors, LLC | 0.77% | Add +0.2% | 20,202 | $3.4M |
| GW Henssler & Associates Ltd. | 0.15% | Reduce -1.0% | 19,996 | $3.4M |
| Keating Financial Advisory Services, Inc. | 0.44% | Add +190.6% | 19,784 | $3.4M |
| Noble Wealth Management PBC | 1.52% | Add +1426.7% | 19,527 | $3.3M |
| Matters Capital LLC | 2.32% | No change | 19,497 | $3.3M |
| Verde Capital Management | 0.61% | Add +32.6% | 19,445 | $3.3M |
| Anson Capital, Inc. | 2.15% | Reduce -7.4% | 19,395 | $3.3M |
| Southland Equity Partners LLC | 0.57% | Reduce -0.5% | 19,184 | $3.3M |
| Greenline Wealth Management LLC | 2.68% | Add +5.5% | 19,148 | $3.3M |
| FMR LLC | 0.00% | Add +16.1% | 18,975 | $3.2M |
| Independent Wealth Network Inc. | 0.82% | Add +7.1% | 18,843 | $3.2M |
| Vista Cima Wealth Management LLC | 2.37% | Add +1.0% | 18,680 | $3.2M |
| JHP Wealth Management, LLC | 2.55% | Add +28.6% | 18,289 | $3.1M |
| US Bancorp \de | 0.00% | Add +13.1% | 18,117 | $3.1M |
| Carolina Wealth Management Inc | 1.41% | — | 17,997 | $3.1M |
| OneAscent Financial Services LLC | 0.14% | Add +835.8% | 17,650 | $3.0M |
| Arkadios Wealth Advisors | 0.05% | Reduce -21.3% | 17,571 | $3.0M |
| Diversified Enterprises, LLC | 0.14% | Reduce -0.6% | 17,566 | $3.0M |
| Monetary Solutions, Ltd | 2.57% | Add +11.3% | 17,509 | $3.0M |
| Perigon Wealth Management, LLC | 0.05% | New | 17,450 | $3.0M |
| AQR Capital Management | 0.00% | Add +9.8% | 17,387 | $3.0M |
| Jupiter Wealth Management LLC | 1.18% | No change | 17,300 | $2.9M |
| Savvy Advisors, Inc. | 0.06% | Add +3.8% | 17,286 | $2.9M |
| Atria Investments, Inc | 0.03% | Add +6.1% | 17,268 | $2.9M |
| Astoria Portfolio Advisors LLC. | 0.50% | Add +460.0% | 17,248 | $2.9M |
| Fifth Third Bancorp | 0.00% | Add +5.3% | 17,143 | $2.9M |
| Ancora Advisors LLC | 0.06% | Add +63.6% | 17,061 | $2.9M |
| MY Wealth Management Inc. | 2.01% | Add +312.4% | 16,815 | $2.9M |
| PFG Advisors | 0.14% | Add +61.9% | 16,775 | $2.9M |
| Focus Partners Wealth | 0.00% | New | 16,737 | $2.8M |
| IHT Wealth Management, LLC | 0.06% | Add +7.6% | 16,612 | $2.8M |
| Refined Wealth Management | 1.68% | Add +0.2% | 16,381 | $2.8M |
| &partners | 0.01% | Add +142.3% | 16,308 | $2.8M |
| Wall Street Financial Group, Inc. | 1.48% | Add +144.1% | 16,299 | $2.8M |
| Founders Financial Securities LLC | 0.14% | Add +10.7% | 16,057 | $2.7M |
| Elevation Capital Advisory, LLC | 1.05% | Reduce -36.0% | 15,985 | $2.7M |
| Certified Advisory Corp | 0.21% | Add +2.8% | 15,578 | $2.7M |
| Sovran Advisors, LLC | 0.20% | Reduce -6.2% | 17,058 | $2.6M |
| JBR Co Financial Management Inc | 0.96% | Add +23.6% | 15,475 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | New | 15,373 | $2.6M |
| Summit Financial, LLC | 0.03% | Add +0.2% | 15,055 | $2.6M |
| Leavell Investment Management, Inc. | 0.09% | Add +36.6% | 15,029 | $2.6M |
| RFG Advisory, LLC | 0.04% | Reduce -66.1% | 14,465 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.48% | Add +128.9% | 14,462 | $2.5M |
| Northbridge Financial Group, LLC | 0.93% | Reduce -12.0% | 14,186 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.7% | 14,166 | $2.4M |
| IFG Advisory, LLC | 0.08% | Add +1052.5% | 13,726 | $2.3M |
| SigFig Wealth Management, LLC | 0.06% | Add +2.8% | 13,574 | $2.3M |
| SeaCrest Wealth Management, LLC | 0.25% | Add +19.8% | 13,125 | $2.2M |
| Global Retirement Partners, LLC | 0.03% | — | 13,024 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +213.7% | 12,497 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +18.2% | 12,395 | $2.1M |
| Fortitude Family Office, LLC | 0.41% | No change | 12,300 | $2.1M |
| Everest Financial Group LLC | 0.27% | Add +577.4% | 11,929 | $2.0M |
| Money Concepts Capital Corp. | 0.09% | Add +2.5% | 11,796 | $2.0M |
| Western Wealth Management, LLC | 0.07% | Add +2.3% | 11,744 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -10.5% | 11,737 | $2.0M |
| Unique Wealth, LLC | 0.23% | Add +14.6% | 11,729 | $2.0M |
| Visionary Wealth Advisors | 0.08% | Add +32.5% | 11,707 | $2.0M |
| Traynor Capital Management, Inc. | 0.09% | No change | 11,632 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -37.1% | 11,326 | $1.9M |
| Tudor Investment Corporation | 0.01% | New | 11,244 | $1.9M |
| Comprehensive Financial Planning, Inc. | 0.99% | Add +3.9% | 10,968 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Add +154.2% | 10,631 | $1.8M |
| Brown Advisory Inc. | 0.00% | Reduce -0.4% | 10,565 | $1.8M |
| Cornerstone Management, Inc. | 0.25% | Reduce -5.7% | 10,172 | $1.7M |
| Adapt Wealth Advisors, LLC | 0.55% | Add +17.3% | 9,923 | $1.7M |
| Urban Wealth Management, LLC | 1.47% | New | 9,913 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -25.2% | 9,777 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -8.2% | 9,681 | $1.6M |
| Mgo One Seven LLC | 0.03% | Add +1.8% | 9,661 | $1.6M |
| Comprehensive Wealth Management, LLC | 0.74% | Reduce -23.1% | 9,536 | $1.6M |
| Blue Jean Financial LLC | 1.11% | New | 9,364 | $1.6M |
| Howard Capital Management, LLC | 0.02% | Add +309.3% | 9,360 | $1.6M |
| MFA Wealth Services | 0.95% | Add +1.8% | 9,328 | $1.6M |
| Valued Retirements, Inc. | 1.41% | Add +6.7% | 9,221 | $1.6M |
| Tidal Investments LLC | 0.00% | New | 8,726 | $1.5M |
| Cannon Wealth Management Services, LLC | 0.81% | Add +9.4% | 8,657 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +396.0% | 8,606 | $1.5M |
| Tactive Advisors, LLC | 0.36% | Add +1.9% | 8,574 | $1.5M |
| World Equity Group, Inc. | 0.32% | Reduce -4.6% | 8,486 | $1.4M |
| American Trust | 0.11% | Reduce -0.0% | 8,488 | $1.4M |
| OxenFree Capital LLC | 0.66% | Reduce -7.5% | 8,923 | $1.4M |
| Foresight Capital Management Advisors, Inc. | 0.69% | Reduce -5.1% | 8,303 | $1.4M |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.8% | 8,214 | $1.4M |
| TAGStone Capital, Inc. | 0.44% | Add +29.9% | 8,211 | $1.4M |
| Secure Asset Management, LLC | 0.20% | Add +3.0% | 8,170 | $1.4M |
| Financial Freedom, LLC | 0.64% | Add +6.4% | 8,165 | $1.4M |
| Spire Wealth Management | 0.04% | Add +44.4% | 8,087 | $1.4M |
| Dana Investment Advisors, Inc. | 0.04% | Add +57.7% | 7,975 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +13.7% | 7,763 | $1.3M |
| Carlson Financial, Inc. | 0.66% | Add +0.5% | 7,626 | $1.3M |
| Mascagni Wealth Management, Inc. | 0.79% | Add +0.6% | 7,470 | $1.3M |
| Centerpoint Advisory Group | 0.79% | Add +4.1% | 7,324 | $1.2M |
| Northstar Advisory Group, LLC | 0.39% | Add +5.2% | 7,302 | $1.2M |
| Steelhead Wealth Management LLC | 0.49% | Add +13.5% | 7,227 | $1.2M |
| Rooted Wealth Advisors, Inc. | 0.30% | New | 7,122 | $1.2M |
| Patten Group, Inc. | 0.19% | Add +2.1% | 7,098 | $1.2M |
| Armbruster Capital Management, Inc. | 0.18% | No change | 6,959 | $1.2M |
| Addison Capital Co | 0.19% | Add +8.9% | 6,924 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -11.3% | 6,771 | $1.2M |
| Fortune Financial Group, Inc. | 0.90% | Add +5.3% | 6,764 | $1.2M |
| Burke & Herbert Bank & Trust Co. | 0.28% | Add +66.8% | 6,758 | $1.1M |
| Essex Financial Services, Inc. | 0.05% | Add +303.4% | 6,470 | $1.1M |
| Mainstay Capital Management LLC | 0.08% | Reduce -4.4% | 6,359 | $1.1M |
| Journey Advisory Group, LLC | 0.08% | Reduce -3.5% | 6,240 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.10% | Reduce -48.4% | 6,207 | $1.1M |
| Silver Oak Securities, Incorporated | 0.06% | Add +0.2% | 6,166 | $1.0M |
| Csenge Advisory Group | 0.04% | Add +23.7% | 6,055 | $1.0M |
| Creative Planning | 0.00% | Add +13.8% | 6,007 | $1.0M |
| R2 Capital Strategies, LLC | 0.46% | — | 5,913 | $1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.4% | 5,715 | $972K |
| Mercer Global Advisors Inc. | 0.00% | Add +95.3% | 5,657 | $962K |
| Brookstone Capital Management | 0.01% | Add +15.3% | 5,624 | $957K |
| Nest Investments, LLC | 0.73% | Add +11.7% | 5,613 | $955K |
| Grandview Asset Management LLC | 0.24% | Add +7.1% | 5,511 | $953K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -5.6% | 5,467 | $930K |
| Act Wealth Management, LLC | 0.27% | Reduce -3.3% | 5,394 | $918K |
| Capital Analysts, LLC | 0.02% | Add +0.4% | 5,323 | $906K |
| Bellecapital International Ltd. | 0.14% | Add +1.7% | 5,250 | $893K |
| Snowden Capital Advisors LLC | 0.02% | Add +22.5% | 5,181 | $881K |
| Pacific Sun Financial Corp | 0.36% | Reduce -1.0% | 5,113 | $870K |
| HRC Wealth Management, LLC | 0.35% | Add +13.4% | 5,070 | $863K |
| J. M. Brown & Associates Inc. | 0.48% | — | 4,920 | $837K |
| CAP Partners, LLC | 0.41% | Add +23.1% | 4,910 | $835K |
| Bessemer Group Inc. | 0.00% | Reduce -1.6% | 4,803 | $817K |
| Truist Financial Corp. | 0.00% | Add +30.1% | 4,781 | $813K |
| CIBC Bancorp USA Inc. | 0.00% | New | 4,637 | $789K |
| Private Trust Co. NA | 0.06% | Add +88.9% | 4,621 | $786K |
| Meridian Financial Advisors, LLC | 0.38% | Add +19.0% | 4,610 | $784K |
| Maridea Wealth Management LLC | 0.08% | Reduce -20.6% | 4,445 | $756K |
| Investors Research Corp | 0.13% | Add +1.1% | 4,228 | $719K |
| Fischer Investment Strategies, LLC | 0.33% | Reduce -21.4% | 4,098 | $697K |
| Parcion Private Wealth LLC | 0.04% | Add +1.5% | 4,020 | $684K |
| Kane Investment Management, Inc. | 0.29% | Add +42.6% | 4,011 | $682K |
| Walled Lake Planning & Wealth Management, LLC | 0.17% | Reduce -11.7% | 4,006 | $681K |
| Signal Advisors Wealth, LLC | 0.03% | Add +81.8% | 3,891 | $662K |
| Pine Harbor Wealth Management, LLC | 0.18% | No change | 3,854 | $656K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.7% | 3,818 | $650K |
| Wedbush Securities Inc. | 0.02% | Add +5.3% | 3,797 | $646K |
| Main Street Group, LTD | 0.16% | Add +2.0% | 3,764 | $640K |
| E&G Advisors, LLC | 0.12% | No change | 3,675 | $625K |
| Focused Alpha, LLC | 0.16% | Add +56.2% | 3,590 | $611K |
| Brookwood Investment Group LLC | 0.07% | Reduce -25.5% | 3,486 | $593K |
| Mutual Advisors, LLC | 0.01% | Add +16.0% | 3,479 | $592K |
| Cibc World Market Inc. | 0.00% | Reduce -52.8% | 3,427 | $583K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +44.5% | 3,416 | $581K |
| Continuum Advisory, LLC | 0.05% | Add +7.0% | 3,395 | $578K |
| Faithward Advisors, LLC | 0.07% | Reduce -4.5% | 3,359 | $572K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -11.2% | 3,355 | $571K |
| Uptick Partners, LLC | 0.09% | Add +7.8% | 3,341 | $568K |
| Stonebridge Financial Group, LLC / MO | 0.37% | Add +0.1% | 3,298 | $561K |
| International Assets Investment Management, LLC | 0.03% | Reduce -9.4% | 3,366 | $559K |
| Northstar Financial Companies, Inc. | 0.38% | Add +84.0% | 3,280 | $558K |
| Hershey Financial Advisers, LLC | 0.40% | Add +1.5% | 3,264 | $555K |
| CoreCap Advisors, LLC | 0.02% | Add +5.1% | 3,253 | $553K |
| IFP Advisors, Inc | 0.01% | Add +61.5% | 3,244 | $552K |
| Independent Advisor Alliance | 0.01% | Reduce -93.3% | 3,162 | $538K |
| Lodestone Wealth Management LLC | 0.19% | Add +24.3% | 3,136 | $534K |
| Atlas Private Wealth Advisors | 0.12% | Add +6.8% | 3,119 | $531K |
| Whipplewood Advisors, LLC | 0.35% | Reduce -14.1% | 3,092 | $526K |
| Sowell Financial Services LLC | 0.02% | Add +13.9% | 3,047 | $518K |
| Retirement Planning Group, LLC | 0.01% | No change | 3,027 | $515K |
| Reliant Investment Partners, LLC | 0.35% | Add +11.1% | 2,993 | $509K |
| One Capital Management, LLC | 0.01% | No change | 3,423 | $496K |
| D.A. Davidson & Co. | 0.00% | No change | 2,874 | $489K |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.9% | 2,874 | $489K |
| Simplicity Wealth,LLC | 0.02% | New | 2,827 | $481K |
| Clearstead Advisors, LLC | 0.00% | Add +96.1% | 2,746 | $467K |
| Swisher Financial Concepts, Inc. | 0.29% | Reduce -30.6% | 2,709 | $461K |
| Crescent Sterling, Ltd. | 0.41% | Add +14.5% | 2,663 | $453K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -7.3% | 2,591 | $441K |
| Capital Square, LLC | 0.19% | Add +10.0% | 2,677 | $432K |
| Sculati Wealth Management, LLC | 0.14% | Reduce -0.9% | 2,710 | $426K |
| TCP Asset Management, LLC | 0.05% | No change | 2,491 | $424K |
| Mission Financial Group, LLC | 0.35% | — | 2,475 | $421K |
| Veridan Wealth LLC | 0.15% | Reduce -0.8% | 2,456 | $418K |
| Harbor Asset Planning, Inc. | 0.30% | Reduce -12.1% | 2,377 | $404K |
| Goldstone Financial Group, LLC | 0.04% | No change | 2,314 | $394K |
| Silver Grove Financial Group, Inc. | 0.21% | New | 2,297 | $391K |
| Madison Wealth Partners, Inc | 0.05% | New | 2,273 | $387K |
| TFB Advisors LLC | 0.17% | New | 2,232 | $380K |
| Longview Financial Advisors, Inc. | 0.22% | Add +0.4% | 2,217 | $377K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 2,209 | $376K |
| Fulton Bank, N.A. | 0.01% | Add +1.6% | 2,196 | $374K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,192 | $373K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -51.2% | 2,184 | $372K |
| Calton & Associates, Inc. | 0.05% | New | 2,173 | $370K |
| Wealthspire Advisors, LLC | 0.00% | No change | 2,170 | $369K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -0.2% | 2,125 | $361K |
| OneAscent Wealth Management LLC | 0.11% | New | 2,095 | $356K |
| NorthRock Partners, LLC | 0.01% | Add +0.1% | 2,030 | $345K |
| Bank of Montreal | 0.00% | Add +54.2% | 2,025 | $345K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.6% | 1,992 | $339K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +13.3% | 1,945 | $331K |
| Wealth Management Nebraska | 0.03% | Reduce -3.6% | 1,883 | $320K |
| Northern Trust Corp. | 0.00% | Reduce -23.0% | 1,864 | $317K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,854 | $315K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +5.1% | 1,840 | $313K |
| Alpha Capital Advisors Inc. | 0.27% | Reduce -17.5% | 1,824 | $310K |
| Advyzon Investment Management, LLC | 0.02% | Add +5.9% | 1,822 | $310K |
| Impact Partnership Wealth, LLC | 0.03% | Add +4.0% | 1,818 | $309K |
| Stenger Family Office, LLC | 0.05% | Add +0.1% | 1,813 | $308K |
| Capital Wealth Alliance, LLC | 0.14% | No change | 1,800 | $306K |
| RVW Wealth, LLC | 0.02% | No change | 1,789 | $304K |
| Atlantic Union Bankshares Corp | 0.01% | New | 1,783 | $303K |
| APS Management Group, Inc. | 0.23% | Add +16.8% | 1,775 | $302K |
| Silverlake Wealth Management LLC | 0.06% | No change | 1,753 | $298K |
| Kelly Financial Services LLC | 0.06% | Reduce -9.8% | 1,742 | $296K |
| GWN Securities Inc. | 0.05% | Reduce -8.0% | 1,730 | $294K |
| Nicolet Bankshares Inc. | 0.01% | New | 1,783 | $294K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -56.5% | 1,726 | $294K |
| StoneX Group Inc. | 0.01% | Add +1.0% | 1,722 | $293K |
| Fermata Advisors, LLC | 0.06% | Reduce -2.0% | 1,717 | $292K |
| Barometer Capital Management Inc. | 0.08% | Reduce -29.2% | 1,700 | $289K |
| XTX Topco Ltd | 0.00% | New | 1,694 | $288K |
| Englebert Financial Advisers, LLC | 0.28% | New | 1,686 | $287K |
| Insigneo Advisory Services, LLC | 0.01% | New | 1,657 | $282K |
| PKS Advisory Services, LLC | 0.04% | New | 1,627 | $277K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.4% | 1,602 | $273K |
| BlackRock, Inc. | 0.00% | No change | 1,600 | $272K |
| TBH Global Asset Management, LLC | 0.05% | New | 1,598 | $272K |
| Vise Technologies, Inc. | 0.00% | New | 1,589 | $270K |
| Quantinno Capital Management LP | 0.00% | New | 1,575 | $268K |
| Unified Investment Management | 0.25% | No change | 1,565 | $266K |
| Nottingham Advisors, Inc. | 0.03% | No change | 1,660 | $259K |
| Bank of New York Mellon Corp | 0.00% | Add +5.9% | 1,508 | $257K |
| One Charles Private Wealth Services, LLC | 0.06% | New | 1,504 | $256K |
| Larson Financial Group LLC | 0.01% | Reduce -2.4% | 1,497 | $255K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 1,471 | $250K |
| Blom & Howell Financial Planning, Inc. | 0.21% | New | 1,466 | $249K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.1% | 1,441 | $245K |
| National Philanthropic Trust | 0.00% | No change | 1,433 | $244K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,420 | $242K |
| Instrumental Wealth, LLC | 0.12% | New | 1,419 | $241K |
| Sheets Smith Wealth Management | 0.02% | New | 1,408 | $240K |
| Nuveen, LLC | 0.00% | New | 1,392 | $237K |
| MOR Wealth Management, LLC | 0.09% | No change | 1,386 | $236K |
| Optivise Advisory Services LLC | 0.12% | No change | 1,384 | $236K |
| Advisory Services Network, LLC | 0.00% | Reduce -64.5% | 1,383 | $235K |
| Compass Capital Corp. /Ma/ | 0.08% | Reduce -1.7% | 1,436 | $234K |
| Scarborough Advisors, LLC | 0.03% | Reduce -8.3% | 1,351 | $230K |
| Schrum Private Wealth Management LLC | 0.23% | New | 2,000 | $228K |
| Rwa Wealth Partners, LLC | 0.00% | New | 1,328 | $226K |
| Nova Wealth Management, Inc. | 0.12% | Reduce -7.0% | 1,321 | $225K |
| Gentry Private Wealth, LLC | 0.12% | New | 1,321 | $225K |
| Stokes Family Office, LLC | 0.03% | New | 1,300 | $221K |
| Compound Planning, Inc. | 0.01% | New | 1,298 | $221K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,313 | $220K |
| Signet Private Wealth LLC | 0.17% | New | 1,273 | $217K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -82.3% | 1,267 | $216K |
| Granite Harbor Advisors, Inc. | 0.08% | New | 1,247 | $212K |
| Rossby Financial, LCC | 0.04% | Add +12240.0% | 1,234 | $210K |
| Jackson Wealth Management, LLC | 0.12% | Reduce -84.9% | 1,221 | $208K |
| United Advisor Group, LLC | 0.02% | New | 1,213 | $206K |
| XY Planning Network, Inc. | 0.03% | New | 1,212 | $206K |
| D'Orazio & Associates, Inc. | 0.02% | New | 1,200 | $204K |
| Lee Danner & Bass Inc. | 0.01% | New | 1,200 | $204K |
| West Michigan Advisors, LLC | 0.04% | New | 1,187 | $202K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 1,184 | $201K |
| Richards, Merrill & Peterson, Inc. | 0.06% | No change | 1,089 | $185K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,087 | $185K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 934 | $159K |
| Allworth Financial LP | 0.00% | No change | 925 | $157K |
| Godfrey Financial Associates, Inc. | 0.10% | No change | 800 | $136K |
| Sage Mountain Advisors LLC | 0.01% | New | 764 | $130K |
| Assetmark, Inc. | 0.00% | Add +71.7% | 757 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.5% | 608 | $103K |
| Boreal Capital Management LLC | 0.09% | New | 600 | $102K |
| Brooklyn FI, LLC | 0.02% | New | 612 | $99K |
| Bokf, NA | 0.00% | No change | 568 | $97K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -50.6% | 568 | $97K |
| Westfuller Advisors, LLC | 0.03% | Reduce -2.5% | 558 | $95K |
| Aventura Private Wealth, LLC | 0.03% | No change | 524 | $89K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 505 | $86K |
| Parkside Financial Bank & Trust | 0.01% | No change | 484 | $82K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 476 | $81K |
| Strive Financial Group ,LLC | 0.04% | No change | 475 | $81K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 465 | $79K |
| Godsey & Gibb, Inc. | 0.01% | No change | 446 | $76K |
| Key Financial Inc | 0.01% | No change | 430 | $73K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -30.4% | 425 | $72K |
| City State Bank | 0.01% | No change | 350 | $60K |
| Signature Equity Partners, LLC | 0.03% | Add +9.8% | 348 | $59K |
| Tidemark, LLC | 0.01% | New | 343 | $58K |
| Arax Advisory Partners | 0.00% | Add +2.4% | 338 | $58K |
| Vanguard Advisers Inc. | 0.00% | Add +76.4% | 337 | $57K |
| Lanark Financial, Inc. | 0.00% | New | 325 | $55K |
| Synergy Investment Management, LLC | 0.01% | No change | 317 | $54K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 317 | $54K |
| Dunhill Financial, LLC | 0.01% | No change | 302 | $51K |
| Archer Investment Corp | 0.01% | No change | 265 | $45K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 228 | $39K |
| Golden State Wealth Management, LLC | 0.00% | No change | 216 | $37K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 220 | $36K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 206 | $35K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 204 | $35K |
| Planning Strategies Inc. | 0.02% | — | 202 | $34K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 193 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -45.7% | 191 | $32K |
| Beacon Capital Management, Inc. | 0.00% | No change | 178 | $30K |
| Wellington-Altus USA Inc. | 0.02% | New | 205 | $30K |
| Richardson Financial Services Inc. | 0.02% | Reduce -0.6% | 167 | $28K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 161 | $27K |
| Wiser Advisor Group LLC | 0.03% | No change | 151 | $26K |
| National Bank of Canada | 0.00% | No change | 138 | $23K |
| GoalVest Advisory LLC | 0.00% | Reduce -22.7% | 136 | $23K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Add +0.8% | 131 | $22K |
| Abound Wealth Management | 0.00% | Reduce -40.0% | 129 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Add +22.0% | 122 | $21K |
| Register Financial Advisors LLC | 0.01% | No change | 107 | $18K |
| Founders Financial Alliance, LLC | 0.00% | No change | 106 | $18K |
| NFSG Corp | 0.00% | No change | 102 | $17K |
| Fiduciary Financial Advisors | 0.00% | New | 101 | $17K |
| Highland Investment Advisors LLC | 0.01% | — | 100 | $17K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 95 | $16K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 83 | $14K |
| JNBA Financial Advisors | 0.00% | No change | 83 | $14K |
| Kingdom Financial Group LLC. | 0.00% | New | 81 | $14K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 87 | $13K |
| Networth Advisors, LLC | 0.01% | Add +3.0% | 69 | $12K |
| IAG Wealth Partners, LLC | 0.00% | Add +18.2% | 65 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +103.3% | 61 | $10K |
| Howe & Rusling Inc. | 0.00% | No change | 47 | $8K |
| WealthShield Partners, LLC | 0.00% | No change | 44 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 41 | $7K |
| First Pacific Financial | 0.00% | New | 36 | $6K |
| Key Capital Management, INC | 0.00% | Add +200.0% | 36 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 34 | $6K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 30 | $5K |
| Colonial Trust Co / SC | 0.00% | Reduce -12.1% | 29 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 26 | $4K |
| Marshall Investment Management, LLC | 0.00% | No change | 22 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -63.8% | 17 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 15 | $3K |
| Nvwm, LLC | 0.00% | No change | 8 | $1K |
| Trust Co | 0.00% | No change | 4 | $681 |
| Simplex Trading, LLC | 0.00% | New | 4 | $680 |
"% 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.