Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q3 2025 (September 30)251holders +21
36new positions
13sold out
2famous investors
$73.52avg. 13F price*
At the end of Q3 2025, 251 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings, up 21 from Q2 2025. 36 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($154.8M), Osaic Holdings, Inc. ($124.4M) and Envestnet Asset Management Inc. ($119.0M). 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 Smallcap Momentu
- CUSIP
- 46137V498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $33.8M |
| Exits | 13 | $17.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,527,567 shares bought and 1,607,177 shares sold, net +920,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| LPL Financial LLC | 0.05% | Add +12.8% | 2,104,573 | $154.8M |
| Osaic Holdings, Inc. | 0.17% | Reduce -3.0% | 1,697,446 | $124.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.4% | 1,617,479 | $119.0M |
| Raymond James Financial Inc. | 0.03% | Add +28.4% | 1,327,495 | $97.7M |
| Wells Fargo & Company | 0.01% | Reduce -7.7% | 789,701 | $58.1M |
| Morgan Stanley | 0.00% | Add +45.5% | 762,012 | $56.1M |
| Cetera Investment Advisers | 0.05% | Reduce -53.9% | 589,000 | $43.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +14.9% | 507,360 | $37.3M |
| Gratus Wealth Advisors, LLC | 5.04% | Add +2.0% | 486,777 | $35.8M |
| Bank of America Corp. | 0.00% | Add +68.6% | 443,833 | $32.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -4.4% | 442,129 | $32.2M |
| Apollon Wealth Management, LLC | 0.50% | Add +1.9% | 378,716 | $27.9M |
| Cwm, LLC | 0.08% | Reduce -3.5% | 341,559 | $25.1M |
| River Wealth Advisors LLC | 2.90% | Add +4.0% | 336,990 | $24.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +20.8% | 265,122 | $19.5M |
| Jones Financial Companies LLLP | 0.01% | Add +59.0% | 243,663 | $17.8M |
| Stifel Financial Corp. | 0.02% | Add +3.3% | 224,829 | $16.5M |
| Royal Bank of Canada | 0.00% | Add +111.8% | 222,434 | $16.4M |
| Clark Wealth Partners | 9.69% | Reduce -12.7% | 220,810 | $15.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.6% | 212,207 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +31.6% | 210,370 | $15.5M |
| Focus Financial Network, Inc. | 0.55% | Add +2.1% | 209,106 | $15.4M |
| Armbruster Capital Management, Inc. | 2.46% | Add +3.3% | 196,330 | $14.4M |
| NBZ Investment Advisors LLC | 6.24% | Add +12.0% | 162,052 | $11.9M |
| MML Investors Services, LLC | 0.03% | Reduce -4.5% | 136,635 | $10.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +3.8% | 135,541 | $10.0M |
| Meridian Wealth Management, LLC | 0.37% | Add +16.8% | 129,466 | $9.5M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +7.4% | 128,794 | $9.5M |
| Integrated Capital Management, LLC | 3.33% | New | 102,094 | $7.6M |
| Provident Wealth Management, LLC | 2.24% | Add +0.5% | 100,854 | $7.4M |
| Cooper Financial Group | 0.82% | Reduce -2.4% | 100,208 | $7.4M |
| USAdvisors Wealth Management, LLC | 2.47% | Add +8.9% | 97,487 | $7.2M |
| Arkadios Wealth Advisors | 0.17% | Add +10.8% | 95,291 | $7.0M |
| Truist Financial Corp. | 0.01% | Add +13.8% | 90,545 | $6.7M |
| NewEdge Advisors, LLC | 0.03% | Add +5.1% | 90,396 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +22.7% | 88,589 | $6.5M |
| EPG Wealth Management LLC | 1.78% | Add +12.8% | 87,751 | $6.5M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -1.7% | 87,371 | $6.4M |
| Snowden Capital Advisors LLC | 0.17% | Add +2.4% | 86,248 | $6.3M |
| Anderson Financial Strategies, LLC | 3.61% | Reduce -3.2% | 82,890 | $6.1M |
| GPS Wealth Strategies Group, LLC | 0.64% | Reduce -1.1% | 82,726 | $6.1M |
| RFG Advisory, LLC | 0.12% | Add +251.3% | 79,164 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -18.9% | 78,807 | $5.8M |
| Seros Financial, LLC | 3.36% | Add +7.8% | 75,508 | $5.6M |
| Kingsview Wealth Management, LLC | 0.08% | Add +1473.4% | 74,689 | $5.5M |
| Sound Income Strategies, LLC | 0.30% | Add +78.4% | 74,768 | $5.4M |
| Atria Investments, Inc | 0.06% | Add +41.3% | 72,996 | $5.4M |
| BNP Paribas Financial Markets | 0.00% | New | 70,015 | $5.2M |
| Prostatis Group LLC | 1.23% | Add +22.3% | 66,525 | $4.9M |
| Mfa Wealth Advisors, LLC | 1.02% | Add +1.3% | 63,580 | $4.7M |
| Sterling Financial Group, Inc. | 1.45% | Add +1515.3% | 62,384 | $4.6M |
| Geneos Wealth Management Inc. | 0.12% | Reduce -10.4% | 62,227 | $4.6M |
| Fiduciary Alliance LLC | 0.31% | Reduce -21.0% | 62,037 | $4.6M |
| Marmo Financial Group, LLC | 2.10% | Reduce -79.1% | 58,993 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Add +650.2% | 56,739 | $4.2M |
| Systelligence, LLC | 0.78% | Reduce -60.1% | 55,663 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +11.9% | 54,134 | $4.0M |
| Citigroup Inc. | 0.00% | Add +3.3% | 52,862 | $3.9M |
| VestGen Advisors, LLC | 0.13% | Add +44.2% | 51,715 | $3.8M |
| Mariner, LLC | 0.00% | Add +12.0% | 51,052 | $3.8M |
| Theory Financial LLC | 1.32% | Add +14.5% | 51,125 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +1.8% | 47,924 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.21% | Add +7.3% | 45,780 | $3.4M |
| Financial Freedom, LLC | 1.60% | Add +70.8% | 43,599 | $3.2M |
| Titleist Asset Management, LLC | 0.28% | Reduce -45.5% | 42,594 | $3.1M |
| Noble Wealth Management PBC | 1.54% | — | 39,404 | $2.9M |
| JBR Co Financial Management Inc | 1.22% | Add +30.8% | 39,312 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +159.9% | 38,439 | $2.8M |
| Optima Capital LLC | 1.28% | Add +4.4% | 35,879 | $2.6M |
| Nova Wealth Management, Inc. | 1.82% | Add +8.7% | 35,135 | $2.6M |
| Redhawk Wealth Advisors, Inc. | 0.30% | Add +6.7% | 34,943 | $2.6M |
| ArborFi Advisors, LLC | 2.06% | Add +3.7% | 34,365 | $2.5M |
| Paragon Private Wealth Management, LLC | 0.81% | Add +8.9% | 33,429 | $2.5M |
| New Millennium Group LLC | 1.10% | New | 32,836 | $2.4M |
| Tolleson Wealth Management, Inc. | 0.34% | No change | 29,468 | $2.2M |
| PFG Advisors | 0.09% | Reduce -0.7% | 29,232 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +85.5% | 29,154 | $2.1M |
| Marshall Investment Management, LLC | 1.11% | New | 28,625 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | New | 28,516 | $2.1M |
| Mascagni Wealth Management, Inc. | 1.60% | Add +38.8% | 28,177 | $2.1M |
| New Insight Wealth Advisors | 0.77% | Add +0.4% | 27,935 | $2.1M |
| Integrity Alliance, Llc. | 0.10% | New | 27,654 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -2.9% | 27,215 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +12.5% | 26,848 | $2.0M |
| SFI Advisors, LLC | 1.25% | Reduce -3.5% | 26,655 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.3% | 26,207 | $1.9M |
| Brown Miller Wealth Management, LLC | 0.53% | New | 25,230 | $1.9M |
| Principal Securities, Inc. | 0.03% | Add +1.2% | 24,787 | $1.8M |
| Perennial Investment Advisors, LLC | 0.15% | Add +12.3% | 24,640 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +10.6% | 23,673 | $1.7M |
| Lodestone Wealth Management LLC | 0.74% | Add +2.2% | 22,325 | $1.6M |
| Maia Wealth LLC | 0.27% | Add +47.9% | 22,497 | $1.6M |
| Apollon Financial, LLC | 0.27% | Add +7.2% | 22,016 | $1.6M |
| Providence First Trust Co | 0.55% | Add +11.4% | 21,482 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 21,381 | $1.6M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -1.7% | 21,086 | $1.6M |
| Accel Wealth Management | 0.44% | Reduce -16.7% | 20,691 | $1.5M |
| Vantage Financial Partners, LLC | 0.32% | Reduce -4.4% | 20,352 | $1.5M |
| Comprehensive Wealth Management, LLC | 1.06% | Add +27.4% | 20,237 | $1.5M |
| Quantum Portfolio Management LLC | 0.43% | Add +173.8% | 19,873 | $1.5M |
| Anson Capital, Inc. | 0.96% | Add +1.9% | 17,377 | $1.3M |
| Kendall Capital Management | 0.28% | No change | 17,000 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.2% | 16,752 | $1.2M |
| Betterment LLC | 0.00% | Reduce -7.5% | 16,642 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +8.7% | 16,577 | $1.2M |
| Seaview Investment Managers LLC | 0.43% | New | 15,817 | $1.2M |
| Lowery Thomas, LLC | 0.67% | Add +4.7% | 15,698 | $1.2M |
| Oxinas Partners, LLC | 0.58% | New | 14,735 | $1.1M |
| Comerica Bank | 0.00% | Add +3.6% | 14,429 | $1.1M |
| Inscription Capital, LLC | 0.11% | Add +0.2% | 14,407 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +129.1% | 14,233 | $1.0M |
| Wealthcare Capital Management LLC | 0.10% | Reduce -1.5% | 14,019 | $1.0M |
| Fifth Third Securities, Inc. | 0.07% | Reduce -12.1% | 13,975 | $1.0M |
| Members Wealth LLC | 0.64% | — | 13,700 | $1.0M |
| Vise Technologies, Inc. | 0.04% | Reduce -4.2% | 13,666 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Add +0.0% | 13,107 | $964K |
| Breakwater Capital Group | 0.14% | Reduce -5.0% | 12,865 | $946K |
| Oppenheimer & Co. Inc. | 0.01% | Add +156.1% | 12,848 | $945K |
| James Investment Research, Inc. | 0.10% | Add +15.2% | 12,832 | $944K |
| Aldebaran Financial Inc. | 0.93% | Add +17.9% | 12,595 | $927K |
| Mgo One Seven LLC | 0.02% | Add +6.3% | 12,447 | $916K |
| Capstone Wealth Management Group, LLC | 0.38% | New | 12,054 | $887K |
| Kozak & Associates, Inc. | 0.17% | Reduce -10.7% | 12,576 | $875K |
| Golden State Wealth Management, LLC | 0.10% | Add +6.7% | 11,873 | $874K |
| Cerity Partners LLC | 0.00% | Reduce -1.5% | 11,838 | $871K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +22.0% | 11,742 | $864K |
| Sovran Advisors, LLC | 0.08% | Add +6.3% | 11,917 | $851K |
| Sowell Financial Services LLC | 0.03% | Add +30.9% | 11,462 | $843K |
| Unique Wealth, LLC | 0.12% | Add +36.9% | 11,312 | $832K |
| WCG Wealth Advisors LLC | 0.05% | Add +3.8% | 11,271 | $829K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.0% | 10,983 | $808K |
| Ameriprise Financial Inc. | 0.00% | Add +14.3% | 10,760 | $792K |
| Trust Co. of Toledo NA | 0.08% | Add +6.4% | 10,710 | $788K |
| Waverly Advisors, LLC | 0.01% | New | 10,514 | $774K |
| Sculati Wealth Management, LLC | 0.27% | Reduce -47.3% | 10,350 | $761K |
| UBS Group AG | 0.00% | New | 10,291 | $757K |
| Independent Advisor Alliance | 0.02% | Add +19.0% | 10,112 | $744K |
| Solutions 4 Wealth, Ltd | 1.12% | Add +0.1% | 9,812 | $722K |
| Colonial River Investments, LLC | 0.27% | New | 9,765 | $718K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -17.3% | 9,765 | $718K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.7% | 9,696 | $713K |
| IFP Advisors, Inc | 0.02% | Add +36.6% | 9,605 | $707K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.2% | 9,562 | $703K |
| IHT Wealth Management, LLC | 0.02% | Add +103.5% | 9,329 | $686K |
| Southland Equity Partners LLC | 0.14% | Add +88.4% | 9,200 | $677K |
| Chicago Partners Investment Group LLC | 0.02% | New | 8,650 | $636K |
| Centaurus Financial, Inc. | 0.03% | Add +3.9% | 8,303 | $611K |
| IFG Advisory, LLC | 0.03% | Add +55.6% | 8,142 | $599K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 7,985 | $587K |
| Jacobi Capital Management LLC | 0.03% | New | 8,601 | $567K |
| Trilogy Capital Inc. | 0.03% | Add +13.1% | 7,694 | $566K |
| Valtrion Capital Management, LLC | 0.60% | Reduce -2.6% | 7,608 | $560K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -5.0% | 7,600 | $558K |
| Calton & Associates, Inc. | 0.08% | Reduce -2.1% | 7,499 | $552K |
| Consolidated Portfolio Review Corp | 0.07% | Add +1.1% | 7,365 | $542K |
| Investmark Advisory Group LLC | 0.23% | Add +4.8% | 7,313 | $538K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -2.9% | 7,296 | $537K |
| Independent Financial Group, LLC | 0.01% | Add +20.5% | 7,149 | $526K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.3% | 7,146 | $526K |
| Stephens Inc. | 0.01% | No change | 6,874 | $506K |
| Peterson Wealth Services | 0.12% | Reduce -79.8% | 1,375 | $504K |
| &partners | 0.00% | Add +0.7% | 6,801 | $500K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.9% | 6,546 | $482K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.4% | 6,450 | $475K |
| Moneco Advisors, LLC | 0.04% | New | 6,200 | $456K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.6% | 6,039 | $444K |
| AQR Capital Management | 0.00% | Add +92.1% | 5,716 | $421K |
| Focus Partners Wealth | 0.00% | Add +20.7% | 5,707 | $420K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -15.4% | 5,681 | $418K |
| Renaissance Technologies | 0.00% | Reduce -22.9% | 5,400 | $397K |
| FLP Wealth Management, LLC | 1.09% | Reduce -23.9% | 5,260 | $387K |
| Aviance Capital Partners, LLC | 0.05% | No change | 5,187 | $382K |
| Compass Capital Corp. /Ma/ | 0.16% | New | 5,167 | $374K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.5% | 5,062 | $372K |
| Global Retirement Partners, LLC | 0.01% | Add +924.8% | 4,909 | $361K |
| Greykasell Wealth Strategies, Inc. | 0.15% | Add +0.1% | 4,826 | $355K |
| Mutual Advisors, LLC | 0.01% | Add +12.3% | 4,819 | $353K |
| Clear Creek Financial Management, LLC | 0.03% | Add +3.9% | 4,799 | $353K |
| Baird Financial Group, Inc. | 0.00% | Add +3.9% | 4,763 | $350K |
| HRT Financial LP | 0.00% | New | 4,696 | $345K |
| Benjamin Edwards Inc. | 0.00% | Reduce -46.9% | 4,478 | $329K |
| Mayfair Advisory Group, LLC | 0.14% | No change | 4,442 | $327K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +3.6% | 4,416 | $325K |
| Silverlake Wealth Management LLC | 0.08% | No change | 4,389 | $323K |
| Farther Finance Advisors, LLC | 0.00% | Add +35.2% | 4,090 | $301K |
| Brown Advisory Inc. | 0.00% | Add +6.7% | 4,008 | $295K |
| Caprock Group, LLC | 0.01% | — | 4,053 | $294K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -36.0% | 3,764 | $277K |
| Rehmann Capital Advisory Group | 0.02% | Add +6.0% | 3,749 | $276K |
| Bright Futures Wealth Management, LLC. | 0.21% | — | 3,615 | $266K |
| D'Orazio & Associates, Inc. | 0.03% | Reduce -8.6% | 3,525 | $259K |
| Signal Advisors Wealth, LLC | 0.02% | New | 3,524 | $259K |
| Cascade Wealth Advisors, Inc | 0.13% | No change | 3,577 | $259K |
| FMR LLC | 0.00% | Add +17.1% | 3,467 | $255K |
| World Investment Advisors | 0.01% | Add +1.8% | 3,452 | $254K |
| Wealth Alliance, LLC | 0.03% | Reduce -26.1% | 3,372 | $248K |
| StoneX Group Inc. | 0.01% | New | 3,364 | $247K |
| TruWealth Advisors, LLC | 0.01% | Add +0.0% | 3,135 | $231K |
| Ullmann Wealth Partners Group, LLC | 0.03% | No change | 3,110 | $229K |
| Creative Planning | 0.00% | New | 3,082 | $227K |
| Essex Financial Services, Inc. | 0.01% | New | 2,990 | $220K |
| Westbourne Investments, Inc. | 0.10% | New | 3,026 | $217K |
| 360 Financial, Inc. | 0.07% | New | 2,046 | $215K |
| Capital Square, LLC | 0.11% | New | 2,868 | $211K |
| Capital Analysts, LLC | 0.01% | Add +48.6% | 2,842 | $209K |
| TCP Asset Management, LLC | 0.04% | New | 2,814 | $207K |
| Corient Private Wealth LP | 0.00% | New | 2,801 | $206K |
| US Bancorp \de | 0.00% | Add +80.5% | 2,458 | $181K |
| AE Wealth Management LLC | 0.00% | No change | 1,962 | $144K |
| Private Trust Co. NA | 0.01% | Add +34.1% | 1,732 | $127K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.2% | 1,687 | $124K |
| Valley National Advisers Inc. | 0.02% | Reduce -43.7% | 1,429 | $105K |
| Assetmark, Inc. | 0.00% | Reduce -30.4% | 1,309 | $96K |
| Guerra Advisors Inc | 0.04% | New | 1,300 | $96K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.5% | 1,248 | $92K |
| Cape Investment Advisory, Inc. | 0.09% | Add +35.0% | 1,210 | $89K |
| Hoey Investments, Inc. | 0.01% | No change | 1,080 | $79K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +18.5% | 1,059 | $78K |
| Salem Investment Counselors Inc. | 0.00% | No change | 931 | $68K |
| Whittier Trust Co. | 0.00% | No change | 900 | $66K |
| Blair William & Co. | 0.00% | Add +10957.1% | 774 | $57K |
| Godsey & Gibb, Inc. | 0.01% | New | 770 | $57K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 750 | $55K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.0% | 706 | $52K |
| Comprehensive Financial Planning, Inc. | 0.03% | New | 671 | $49K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.2% | 607 | $45K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 600 | $44K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.2% | 591 | $44K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +234.4% | 535 | $40K |
| MGB Wealth Management, LLC | 0.01% | Add +0.3% | 404 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.3% | 340 | $25K |
| JPMorgan Chase & Co. | 0.00% | Add +189.7% | 281 | $21K |
| Archer Investment Corp | 0.00% | No change | 274 | $20K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -35.8% | 258 | $19K |
| New Republic Capital, LLC | 0.01% | No change | 250 | $18K |
| McIlrath & Eck, LLC | 0.00% | New | 153 | $11K |
| Allworth Financial LP | 0.00% | No change | 151 | $11K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 139 | $10K |
| National Bank of Canada | 0.00% | No change | 130 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 124 | $9K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -91.3% | 108 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Add +22.5% | 98 | $7K |
| Abound Wealth Management | 0.00% | No change | 97 | $7K |
| Anchor Investment Management, LLC | 0.00% | New | 84 | $6K |
| Signaturefd, LLC | 0.00% | No change | 59 | $4K |
| Spire Wealth Management | 0.00% | No change | 55 | $4K |
| Bank of Montreal | 0.00% | No change | 55 | $4K |
| Rockefeller Capital Management L.P. | 0.00% | New | 49 | $4K |
| Ameriflex Group, Inc. | 0.00% | Reduce -82.8% | 44 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | New | 30 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 25 | $2K |
"% of holder's portfolio" is XSMO's weight in each manager's 13F, not the share of Invesco S&P Smallcap Momentu the manager owns.