Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q1 2026 (March 31)297holders +17
43new positions
24sold out
2famous investors
$76.16avg. 13F price*
At the end of Q1 2026, 297 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings, up 17 from Q4 2025. 43 opened new positions and 24 sold out. The largest holders were LPL Financial LLC ($171.9M), Osaic Holdings, Inc. ($142.9M) and Envestnet Asset Management Inc. ($130.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $39.3M |
| Exits | 24 | $27.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,924,925 shares bought and 1,683,719 shares sold, net +241,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| LPL Financial LLC | 0.05% | Add +4.1% | 2,260,942 | $171.9M |
| Osaic Holdings, Inc. | 0.21% | Add +8.7% | 1,880,771 | $142.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.3% | 1,716,439 | $130.5M |
| Raymond James Financial Inc. | 0.03% | Reduce -8.9% | 1,121,972 | $85.3M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 906,214 | $68.9M |
| Cetera Investment Advisers | 0.07% | Add +7.3% | 870,093 | $66.1M |
| Wells Fargo & Company | 0.01% | Add +0.6% | 840,309 | $63.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.8% | 609,649 | $46.3M |
| Gratus Wealth Advisors, LLC | 5.72% | Add +6.0% | 520,253 | $39.5M |
| Bank of America Corp. | 0.00% | Add +17.0% | 474,699 | $36.1M |
| Cwm, LLC | 0.09% | Add +6.0% | 438,442 | $33.3M |
| Apollon Wealth Management, LLC | 0.48% | Add +1.1% | 389,278 | $29.6M |
| Jones Financial Companies LLLP | 0.01% | Add +32.2% | 388,961 | $29.2M |
| River Wealth Advisors LLC | 2.74% | Reduce -11.9% | 314,190 | $23.9M |
| HighTower Advisors, LLC | 0.02% | Add +24.8% | 278,545 | $21.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +46.7% | 271,285 | $20.6M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 255,832 | $19.4M |
| Thrivent Financial for Lutherans | 0.04% | Add +3.2% | 243,847 | $18.5M |
| Focus Financial Network, Inc. | 0.61% | Add +5.6% | 222,013 | $16.9M |
| Mariner, LLC | 0.02% | Add +16.1% | 221,410 | $16.8M |
| Modern Wealth Management, LLC | 0.29% | Reduce -3.5% | 217,165 | $16.7M |
| Armbruster Capital Management, Inc. | 2.52% | Add +1.4% | 202,501 | $15.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +19.3% | 187,664 | $14.3M |
| Clark Wealth Partners | 9.58% | Reduce -15.0% | 187,619 | $14.3M |
| NBZ Investment Advisors LLC | 6.13% | Add +5.6% | 184,296 | $14.0M |
| Sound Income Strategies, LLC | 0.57% | Add +19.4% | 152,422 | $11.7M |
| Financial Partners Group, Inc | 1.36% | New | 149,238 | $11.3M |
| Meridian Wealth Management, LLC | 0.40% | Reduce -10.2% | 147,335 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +33.2% | 143,914 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -70.1% | 129,973 | $10.1M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -11.7% | 128,764 | $9.8M |
| VestGen Advisors, LLC | 0.27% | Reduce -0.1% | 112,459 | $9.7M |
| Seros Financial, LLC | 6.06% | Add +60.3% | 125,274 | $9.5M |
| RFG Advisory, LLC | 0.17% | Add +32.1% | 123,107 | $9.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -14.3% | 120,546 | $9.2M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +3.9% | 112,983 | $8.6M |
| Integrated Capital Management, LLC | 3.55% | Add +4.5% | 110,662 | $8.4M |
| MML Investors Services, LLC | 0.02% | Reduce -30.3% | 105,400 | $8.0M |
| USAdvisors Wealth Management, LLC | 2.64% | Add +3.1% | 108,147 | $7.9M |
| Family Investment Center, Inc. | 1.52% | New | 104,162 | $7.9M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -4.2% | 102,218 | $7.8M |
| Provident Wealth Management, LLC | 2.34% | Reduce -1.3% | 101,804 | $7.7M |
| Cooper Financial Group | 0.76% | Add +0.5% | 99,429 | $7.6M |
| Anderson Financial Strategies, LLC | 4.01% | Reduce -3.3% | 82,617 | $7.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.9% | 95,927 | $7.3M |
| Truist Financial Corp. | 0.01% | Add +5.1% | 95,568 | $7.3M |
| Arkadios Wealth Advisors | 0.12% | Reduce -0.0% | 94,526 | $7.2M |
| Snowden Capital Advisors LLC | 0.19% | Add +1.8% | 92,627 | $7.0M |
| EPG Wealth Management LLC | 1.83% | Add +0.3% | 88,887 | $6.8M |
| Independent Advisor Alliance | 0.07% | Add +786.9% | 87,541 | $6.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -8.4% | 84,643 | $6.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.0% | 81,000 | $6.2M |
| Fifth Third Securities, Inc. | 0.38% | Add +449.8% | 77,822 | $5.9M |
| Prostatis Group LLC | 1.49% | Add +0.4% | 76,782 | $5.8M |
| Redhawk Wealth Advisors, Inc. | 0.59% | Add +11.2% | 69,776 | $5.3M |
| Mfa Wealth Advisors, LLC | 1.03% | Add +6.3% | 69,137 | $5.3M |
| Fiduciary Alliance LLC | 0.31% | Reduce -3.7% | 62,286 | $5.1M |
| Geneos Wealth Management Inc. | 0.12% | Add +2.8% | 66,897 | $5.1M |
| VectorGlobal IAG, Inc. | 1.29% | — | 65,393 | $5.0M |
| Atria Investments, Inc | 0.05% | Reduce -16.7% | 62,818 | $4.8M |
| Theory Financial LLC | 1.65% | Add +29.9% | 61,993 | $4.7M |
| Seaview Investment Managers LLC | 1.63% | Add +1.6% | 59,529 | $4.5M |
| Citigroup Inc. | 0.00% | Add +1.6% | 56,315 | $4.3M |
| Thoroughbred Financial Services, LLC | 0.25% | Add +11.0% | 55,774 | $4.2M |
| Nvest Financial, LLC | 1.53% | New | 53,916 | $4.1M |
| Marmo Financial Group, LLC | 1.99% | Reduce -5.1% | 52,782 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +4.5% | 50,505 | $3.8M |
| Titleist Asset Management, LLC | 0.26% | Add +4.1% | 46,042 | $3.5M |
| Financial Freedom, LLC | 1.73% | Reduce -1.4% | 45,726 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +19.4% | 41,565 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +143.3% | 43,785 | $3.2M |
| Noble Wealth Management PBC | 1.54% | Add +6.1% | 39,519 | $3.0M |
| Oxford Wealth Group, LLC | 1.64% | Reduce -12.0% | 39,475 | $3.0M |
| ArborFi Advisors, LLC | 2.33% | Add +9.8% | 37,502 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 35,419 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.1% | 33,751 | $2.6M |
| Brown Miller Wealth Management, LLC | 0.73% | Add +8.3% | 33,625 | $2.6M |
| AE Wealth Management LLC | 0.01% | Add +1529.2% | 33,366 | $2.5M |
| Paragon Private Wealth Management, LLC | 0.79% | Add +0.7% | 33,102 | $2.5M |
| Mascagni Wealth Management, Inc. | 1.79% | Add +5.8% | 32,979 | $2.5M |
| Capital Investment Counsel, LLC | 0.33% | Add +2.0% | 31,803 | $2.4M |
| Apollon Financial, LLC | 0.33% | Add +17.8% | 31,336 | $2.4M |
| PFG Advisors | 0.11% | Reduce -0.2% | 30,171 | $2.3M |
| Tolleson Wealth Management, Inc. | 0.33% | No change | 29,468 | $2.2M |
| Perennial Investment Advisors, LLC | 0.18% | Add +2.1% | 29,208 | $2.2M |
| Perspective Wealth Advisors LLC | 1.43% | Add +14.6% | 29,102 | $2.2M |
| JBR Co Financial Management Inc | 0.91% | No change | 30,210 | $2.2M |
| Chicago Partners Investment Group LLC | 0.05% | Add +57.4% | 25,192 | $2.1M |
| New Insight Wealth Advisors | 0.76% | No change | 27,896 | $2.1M |
| Marshall Investment Management, LLC | 0.95% | Reduce -4.1% | 26,156 | $2.0M |
| Principal Securities, Inc. | 0.03% | Add +3.5% | 25,699 | $2.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.7% | 25,524 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +7.2% | 25,160 | $1.9M |
| Waverly Advisors, LLC | 0.01% | Add +76.8% | 25,136 | $1.9M |
| Nova Wealth Management, Inc. | 1.20% | Reduce -43.3% | 24,301 | $1.8M |
| Comprehensive Wealth Management, LLC | 0.91% | Add +4.8% | 23,716 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -13.2% | 23,568 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -10.2% | 22,975 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -72.8% | 22,544 | $1.7M |
| Greenline Wealth Management LLC | 1.97% | Add +0.2% | 22,455 | $1.7M |
| Lodestone Wealth Management LLC | 0.68% | Add +3.0% | 22,442 | $1.7M |
| Providence First Trust Co | 0.59% | Reduce -15.9% | 22,205 | $1.7M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 22,162 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +3.2% | 21,196 | $1.6M |
| Accel Wealth Management | 0.42% | Add +1.6% | 20,952 | $1.6M |
| Argent Trust Co | 0.05% | Add +26.0% | 20,513 | $1.6M |
| Institute for Wealth Management, LLC. | 0.17% | Reduce -1.2% | 20,296 | $1.5M |
| Blue Jean Financial LLC | 1.26% | Add +2.6% | 20,160 | $1.5M |
| Aldebaran Financial Inc. | 1.40% | Add +14.8% | 19,453 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +6.3% | 19,342 | $1.5M |
| Concorde Asset Management, LLC | 0.72% | New | 19,226 | $1.5M |
| Members Wealth LLC | 0.87% | Add +20.3% | 17,040 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +26.4% | 19,039 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +23.1% | 18,448 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +548.3% | 18,088 | $1.4M |
| Vise Technologies, Inc. | 0.03% | No change | 18,840 | $1.4M |
| Kendall Capital Management | 0.26% | No change | 17,000 | $1.3M |
| Anson Capital, Inc. | 0.86% | Reduce -0.3% | 16,550 | $1.3M |
| Lowery Thomas, LLC | 0.72% | Add +1.9% | 16,466 | $1.3M |
| SFI Advisors, LLC | 1.28% | Reduce -37.9% | 16,014 | $1.2M |
| Oxinas Partners, LLC | 0.55% | Add +0.7% | 15,688 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -93.4% | 15,395 | $1.2M |
| Founders Financial Securities LLC | 0.06% | New | 14,009 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +10.3% | 15,042 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 14,871 | $1.1M |
| Sovran Advisors, LLC | 0.09% | Add +4.4% | 12,961 | $1.1M |
| Inscription Capital, LLC | 0.12% | Add +0.2% | 14,451 | $1.1M |
| Fifth Third Bancorp | 0.00% | New | 14,292 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -47.4% | 14,119 | $1.1M |
| Colonial River Investments, LLC | 0.38% | Add +41.2% | 14,074 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | Reduce -49.7% | 13,832 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Add +10.8% | 13,602 | $1.0M |
| Breakwater Capital Group | 0.14% | Reduce -1.1% | 13,538 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Add +18.1% | 13,377 | $1.0M |
| Western Wealth Management, LLC | 0.04% | Reduce -0.0% | 13,335 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Add +1.8% | 13,017 | $990K |
| UBS Group AG | 0.00% | Reduce -57.4% | 13,000 | $988K |
| Englebert Financial Advisers, LLC | 1.12% | New | 12,910 | $981K |
| MAI Capital Management | 0.01% | Add +32.2% | 12,772 | $971K |
| Mgo One Seven LLC | 0.02% | Reduce -2.0% | 12,450 | $946K |
| Cpwa, LLC | 1.13% | — | 10,754 | $942K |
| Signature Equity Partners, LLC | 0.50% | Add +8.3% | 12,348 | $939K |
| Kozak & Associates, Inc. | 0.18% | Reduce -5.0% | 11,187 | $925K |
| Stonebridge Financial Group, LLC / MO | 0.78% | Add +1.5% | 12,148 | $923K |
| Unique Wealth, LLC | 0.13% | Add +5.7% | 11,992 | $912K |
| West Michigan Advisors, LLC | 0.20% | New | 11,770 | $895K |
| Quantum Portfolio Management LLC | 0.38% | Reduce -6.0% | 11,541 | $877K |
| Trust Co. of Toledo NA | 0.08% | Add +4.1% | 11,439 | $870K |
| Quantinno Capital Management LP | 0.00% | Add +83.3% | 11,412 | $868K |
| Southland Equity Partners LLC | 0.16% | Reduce -0.7% | 11,109 | $845K |
| Fortune Financial Group, Inc. | 0.76% | Add +15.1% | 11,044 | $840K |
| IFP Advisors, Inc | 0.02% | Add +1.9% | 10,799 | $821K |
| Cornerstone Planning Group LLC | 0.11% | New | 9,118 | $805K |
| Trilogy Capital Inc. | 0.03% | Add +23.4% | 10,317 | $784K |
| Cerity Partners LLC | 0.00% | Reduce -16.2% | 10,234 | $778K |
| Alchemi Wealth, LLC | 0.43% | Add +9.2% | 10,232 | $778K |
| Fortis Capital Advisors, LLC | 0.10% | No change | 9,987 | $759K |
| Belpointe Asset Management LLC | 0.03% | No change | 9,987 | $759K |
| Creative Planning | 0.00% | Add +156.4% | 9,937 | $755K |
| Peterson Wealth Services | 0.18% | Add +16.7% | 9,651 | $734K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 9,591 | $729K |
| Bellecapital International Ltd. | 0.13% | New | 9,545 | $726K |
| Harbour Investments, Inc. | 0.01% | Add +10.8% | 9,319 | $709K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -1.8% | 9,102 | $692K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +7.6% | 8,840 | $672K |
| Rehmann Capital Advisory Group | 0.03% | Add +38.2% | 8,827 | $671K |
| Total Clarity Wealth Management, Inc. | 0.16% | New | 8,745 | $665K |
| &partners | 0.00% | Add +1.3% | 8,198 | $623K |
| Investmark Advisory Group LLC | 0.26% | Add +5.3% | 7,981 | $607K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 7,962 | $605K |
| Centaurus Financial, Inc. | 0.03% | Add +0.5% | 7,921 | $602K |
| Independent Financial Group, LLC | 0.01% | Add +4.0% | 7,845 | $596K |
| Solutions 4 Wealth, Ltd | 0.87% | Reduce -3.5% | 7,646 | $581K |
| Capital Analysts, LLC | 0.01% | Add +77.2% | 7,518 | $571K |
| Sculati Wealth Management, LLC | 0.21% | Reduce -5.5% | 7,481 | $569K |
| Sonoma Allocations LLC | 0.20% | New | 7,232 | $567K |
| Clear Creek Financial Management, LLC | 0.04% | Add +51.0% | 7,231 | $550K |
| Focus Partners Wealth | 0.00% | Reduce -3.8% | 7,066 | $537K |
| Index Technologies Group LLC | 0.58% | Reduce -6.1% | 7,007 | $533K |
| FMR LLC | 0.00% | Add +56.9% | 6,916 | $526K |
| Stephens Inc. | 0.01% | No change | 6,874 | $523K |
| Valtrion Capital Management, LLC | 0.48% | Reduce -2.2% | 6,673 | $507K |
| Moneco Advisors, LLC | 0.04% | Reduce -2.5% | 6,542 | $497K |
| AQR Capital Management | 0.00% | Add +16.8% | 6,493 | $494K |
| James Investment Research, Inc. | 0.06% | Reduce -55.3% | 6,449 | $490K |
| Betterment LLC | 0.00% | Reduce -61.6% | 6,275 | $477K |
| Silver Oak Securities, Incorporated | 0.03% | Add +16.8% | 5,979 | $455K |
| Advisory Services Network, LLC | 0.01% | Add +1.1% | 5,883 | $447K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.3% | 5,639 | $429K |
| Mutual Advisors, LLC | 0.01% | Add +9.5% | 5,491 | $417K |
| TAGStone Capital, Inc. | 0.14% | Add +28.8% | 5,196 | $395K |
| Aviance Capital Partners, LLC | 0.05% | No change | 5,187 | $394K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 4,541 | $389K |
| Intrua Financial, LLC | 0.04% | Add +26.2% | 4,991 | $379K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.6% | 4,984 | $379K |
| World Investment Advisors | 0.01% | Reduce -10.4% | 4,939 | $375K |
| GTS Securities LLC | 0.01% | New | 4,882 | $371K |
| Greykasell Wealth Strategies, Inc. | 0.15% | Add +0.1% | 4,832 | $367K |
| Carlson Financial, Inc. | 0.22% | Add +0.8% | 4,814 | $366K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.7% | 4,805 | $365K |
| Madison Wealth Partners, Inc | 0.06% | New | 4,792 | $364K |
| Westco Advisory Services Inc. | 0.23% | Reduce -1.3% | 4,694 | $357K |
| Ameritas Advisory Services, LLC | 0.01% | Add +18.9% | 4,441 | $338K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.3% | 4,423 | $336K |
| Mayfair Advisory Group, LLC | 0.11% | Add +0.1% | 4,291 | $326K |
| Cascade Wealth Advisors, Inc | 0.14% | No change | 3,577 | $312K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -69.5% | 4,026 | $306K |
| Brown Advisory Inc. | 0.00% | No change | 4,008 | $305K |
| Caprock Group, LLC | 0.01% | No change | 3,999 | $304K |
| Northwest Wealth Advisors, LLC | 0.22% | New | 3,986 | $303K |
| Capital Square, LLC | 0.14% | Add +19.1% | 3,502 | $301K |
| Bright Futures Wealth Management, LLC. | 0.20% | Add +7.2% | 3,896 | $296K |
| Jane Street Group, LLC | 0.00% | New | 3,875 | $295K |
| BNB Wealth Management, LLC | 0.19% | New | 3,874 | $295K |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.6% | 3,847 | $292K |
| D'Orazio & Associates, Inc. | 0.04% | No change | 3,835 | $292K |
| Discipline Wealth Solutions, LLC | 0.03% | No change | 3,760 | $286K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 3,705 | $282K |
| Wealth Alliance, LLC | 0.03% | Add +8.8% | 3,678 | $280K |
| EP Wealth Advisors, LLC | 0.00% | Add +3.8% | 3,598 | $274K |
| TruWealth Advisors, LLC | 0.01% | Add +12.6% | 3,532 | $269K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -9.2% | 3,472 | $264K |
| Compass Capital Corp. /Ma/ | 0.09% | Reduce -43.6% | 2,932 | $255K |
| Westbourne Investments, Inc. | 0.12% | Reduce -16.0% | 3,324 | $253K |
| Capstone Wealth Management Group, LLC | 0.10% | New | 3,159 | $240K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.3% | 3,099 | $238K |
| ADG Wealth Management Group, LLC | 0.16% | Add +11.8% | 3,118 | $237K |
| Ullmann Wealth Partners Group, LLC | 0.02% | No change | 3,110 | $236K |
| Essex Financial Services, Inc. | 0.01% | Add +1.1% | 3,024 | $230K |
| Sankala Group LLC | 0.18% | Add +11.3% | 2,960 | $224K |
| Blair William & Co. | 0.00% | Add +11.8% | 2,852 | $217K |
| Corient Private Wealth LP | 0.00% | No change | 2,823 | $215K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,821 | $214K |
| Schrum Private Wealth Management LLC | 0.16% | New | 2,804 | $213K |
| Silverlake Wealth Management LLC | 0.04% | Reduce -36.6% | 2,781 | $211K |
| Comprehensive Financial Planning, Inc. | 0.12% | Add +37.7% | 2,322 | $177K |
| Salem Investment Counselors Inc. | 0.00% | New | 2,060 | $157K |
| Destiny Wealth Partners, LLC | 0.01% | New | 1,781 | $135K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 1,691 | $129K |
| Assetmark, Inc. | 0.00% | Add +13.3% | 1,529 | $116K |
| Valley National Advisers Inc. | 0.01% | No change | 1,531 | $116K |
| Private Trust Co. NA | 0.01% | Add +19.4% | 1,452 | $110K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,150 | $87K |
| JPMorgan Chase & Co. | 0.00% | Reduce -61.1% | 1,162 | $85K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -1.5% | 1,044 | $79K |
| Bank of Montreal | 0.00% | No change | 868 | $66K |
| US Bancorp \de | 0.00% | Reduce -66.1% | 824 | $63K |
| Allworth Financial LP | 0.00% | No change | 680 | $52K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -97.0% | 677 | $51K |
| Lanark Financial, Inc. | 0.00% | New | 675 | $51K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.2% | 609 | $46K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 600 | $46K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.2% | 593 | $45K |
| Register Financial Advisors LLC | 0.02% | New | 562 | $43K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 535 | $40K |
| High Note Wealth, LLC | 0.01% | No change | 456 | $35K |
| Your Advocates Ltd., LLP | 0.01% | New | 420 | $32K |
| GHP Investment Advisors, Inc. | 0.00% | New | 383 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 340 | $26K |
| BlackRock, Inc. | 0.00% | No change | 337 | $26K |
| Clearstead Advisors, LLC | 0.00% | No change | 318 | $24K |
| Signaturefd, LLC | 0.00% | Add +415.3% | 304 | $23K |
| Archer Investment Corp | 0.00% | No change | 274 | $21K |
| Ameriflex Group, Inc. | 0.01% | Add +96.3% | 265 | $20K |
| New Republic Capital, LLC | 0.01% | Reduce -50.0% | 250 | $19K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -0.4% | 238 | $18K |
| Hoey Investments, Inc. | 0.00% | New | 233 | $18K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -98.2% | 218 | $17K |
| Group One Trading LLC | 0.00% | New | 200 | $15K |
| AlphaCore Capital LLC | 0.00% | Reduce -21.5% | 183 | $14K |
| National Bank of Canada | 0.00% | No change | 130 | $10K |
| Godsey & Gibb, Inc. | 0.00% | No change | 126 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 124 | $9K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 108 | $8K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 102 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $7K |
| Abound Wealth Management | 0.00% | No change | 97 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -51.7% | 97 | $7K |
| Root Financial Partners, LLC | 0.00% | No change | 93 | $7K |
| Bessemer Group Inc. | 0.00% | New | 86 | $7K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 92 | $7K |
| Parallel Advisors, LLC | 0.00% | New | 90 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 80 | $6K |
| CVA Family Office, LLC | 0.00% | New | 75 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 68 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 64 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 64 | $5K |
| Spire Wealth Management | 0.00% | No change | 55 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 56 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -17.8% | 37 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 36 | $3K |
| Vanguard Advisers Inc. | 0.00% | — | 31 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 25 | $2K |
| SHP Wealth Management | 0.00% | New | 24 | $2K |
| Key Capital Management, INC | 0.00% | New | 23 | $2K |
| International Assets Investment Management, LLC | 0.00% | No change | 20 | $2K |
| Trust Co | 0.00% | No change | 19 | $1K |
"% 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.