Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q2 2026 (June 30)324holders +27
44new positions
18sold out
2famous investors
$93.58avg. 13F price*
At the end of Q2 2026, 324 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings, up 27 from Q1 2026. 44 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($238.1M), Osaic Holdings, Inc. ($193.4M) and Envestnet Asset Management Inc. ($167.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P Smallcap Momentu
- CUSIP
- 46137V498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $69.2M |
| Exits | 18 | $2.6M |
All 13F filers, Q1 2026 → Q2 2026: 3,986,051 shares bought and 703,388 shares sold, net +3,282,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| LPL Financial LLC | 0.05% | Add +12.5% | 2,543,390 | $238.1M |
| Osaic Holdings, Inc. | 0.23% | Add +9.8% | 2,064,849 | $193.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.0% | 1,785,627 | $167.2M |
| Raymond James Financial Inc. | 0.04% | Add +51.1% | 1,695,098 | $158.7M |
| Morgan Stanley | 0.01% | Add +24.9% | 1,132,140 | $106.0M |
| Wells Fargo & Company | 0.02% | Add +10.5% | 928,275 | $86.9M |
| Cetera Investment Advisers | 0.08% | Add +6.7% | 927,946 | $86.9M |
| Bank of America Corp. | 0.01% | Add +74.0% | 826,186 | $77.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +18.8% | 723,942 | $67.8M |
| Apollon Wealth Management, LLC | 0.63% | Add +42.4% | 554,308 | $51.9M |
| Gratus Wealth Advisors, LLC | 6.29% | Add +1.4% | 527,440 | $49.4M |
| Jones Financial Companies LLLP | 0.02% | Add +35.0% | 525,103 | $47.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +36.3% | 369,666 | $34.6M |
| Private Advisor Group, LLC | 0.14% | Add +247.8% | 333,599 | $31.2M |
| HighTower Advisors, LLC | 0.03% | Add +12.1% | 312,119 | $29.2M |
| River Wealth Advisors LLC | 3.03% | Reduce -1.6% | 309,168 | $28.9M |
| Janney Montgomery Scott LLC | 0.05% | New | 265,499 | $24.9M |
| Stifel Financial Corp. | 0.02% | Add +2.9% | 263,205 | $24.6M |
| Focus Financial Network, Inc. | 0.64% | Reduce -0.6% | 220,755 | $20.7M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -12.6% | 213,161 | $20.0M |
| Modern Wealth Management, LLC | 0.24% | Reduce -3.0% | 210,637 | $19.7M |
| Armbruster Capital Management, Inc. | 2.77% | Reduce -2.1% | 198,166 | $18.6M |
| Markowski Investments | 4.03% | — | 195,594 | $18.3M |
| Clark Wealth Partners | 9.49% | Reduce -4.4% | 179,445 | $16.8M |
| NBZ Investment Advisors LLC | 6.55% | Reduce -2.9% | 178,992 | $16.8M |
| Sound Income Strategies, LLC | 0.74% | Add +15.0% | 175,245 | $16.4M |
| Seros Financial, LLC | 8.52% | Add +39.4% | 174,671 | $16.4M |
| MML Investors Services, LLC | 0.03% | Add +53.7% | 162,027 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -13.8% | 161,854 | $15.2M |
| Financial Partners Group, Inc | 1.44% | Add +1.2% | 151,054 | $14.1M |
| Meridian Wealth Management, LLC | 0.41% | Reduce -3.2% | 142,592 | $13.4M |
| Insigneo Advisory Services, LLC | 0.48% | New | 135,692 | $12.7M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +15.6% | 130,561 | $12.2M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +1.2% | 122,014 | $11.4M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -6.5% | 120,337 | $11.3M |
| Savvy Advisors, Inc. | 0.24% | New | 120,231 | $11.3M |
| BNP Paribas Financial Markets | 0.01% | Add +38.2% | 111,950 | $10.5M |
| Royal Bank of Canada | 0.00% | Reduce -22.5% | 111,491 | $10.4M |
| Integrated Capital Management, LLC | 3.75% | Add +0.6% | 111,269 | $10.4M |
| VestGen Advisors, LLC | 0.31% | Reduce -1.4% | 110,840 | $10.4M |
| USAdvisors Wealth Management, LLC | 2.97% | Add +2.3% | 110,675 | $10.4M |
| Family Investment Center, Inc. | 1.72% | Add +6.0% | 110,454 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -10.8% | 115,945 | $10.3M |
| Kingsview Wealth Management, LLC | 0.12% | Add +3.3% | 105,608 | $9.9M |
| Provident Wealth Management, LLC | 2.42% | Reduce -1.6% | 100,205 | $9.4M |
| Truist Financial Corp. | 0.01% | Add +3.6% | 99,037 | $9.3M |
| Arkadios Wealth Advisors | 0.14% | Add +1.0% | 95,481 | $8.9M |
| Snowden Capital Advisors LLC | 0.21% | Add +0.3% | 92,868 | $8.7M |
| EPG Wealth Management LLC | 2.02% | Add +1.3% | 90,058 | $8.4M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.3% | 84,404 | $7.9M |
| Prostatis Group LLC | 1.74% | Add +3.7% | 79,618 | $7.5M |
| Cooper Financial Group | 0.61% | Reduce -21.4% | 78,204 | $7.3M |
| Redhawk Wealth Advisors, Inc. | 0.71% | Add +11.0% | 77,443 | $7.3M |
| Geneos Wealth Management Inc. | 0.14% | Add +11.1% | 74,319 | $7.0M |
| Anderson Financial Strategies, LLC | 3.50% | Reduce -6.5% | 77,279 | $6.7M |
| Fifth Third Securities, Inc. | 0.38% | Reduce -8.5% | 71,208 | $6.7M |
| Kinetic Wealth Investment Advisors LLC | 3.10% | — | 70,247 | $6.6M |
| Mfa Wealth Advisors, LLC | 1.11% | Add +0.8% | 69,658 | $6.5M |
| Thoroughbred Financial Services, LLC | 0.30% | Add +18.4% | 66,006 | $6.2M |
| Fiduciary Alliance LLC | 0.40% | Add +2.7% | 63,961 | $6.0M |
| Theory Financial LLC | 1.88% | Add +2.5% | 63,567 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +50.3% | 62,457 | $5.8M |
| Seaview Investment Managers LLC | 1.71% | Add +2.6% | 61,072 | $5.7M |
| Atria Investments, Inc | 0.06% | Reduce -5.4% | 59,425 | $5.6M |
| Citigroup Inc. | 0.00% | Add +1.6% | 57,221 | $5.4M |
| Nvest Financial, LLC | 1.64% | Add +2.5% | 55,243 | $5.2M |
| Retirement Planning Group, LLC | 0.12% | New | 51,051 | $4.8M |
| ArborFi Advisors, LLC | 3.42% | Add +34.4% | 50,403 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -4.0% | 48,500 | $4.5M |
| Titleist Asset Management, LLC | 0.30% | Add +2.8% | 47,309 | $4.4M |
| RFG Advisory, LLC | 0.07% | Reduce -62.3% | 46,421 | $4.3M |
| Financial Freedom, LLC | 1.96% | Reduce -0.4% | 45,532 | $4.3M |
| Oxford Wealth Group, LLC | 1.80% | Add +9.0% | 43,016 | $4.0M |
| Noble Wealth Management PBC | 1.82% | Add +7.9% | 42,652 | $4.0M |
| Capstone Wealth Management Group, LLC | 1.38% | Add +1217.0% | 41,603 | $3.9M |
| Compass Financial Management LLC | 0.46% | — | 41,188 | $3.8M |
| Belpointe Asset Management LLC | 0.12% | Add +304.9% | 40,436 | $3.8M |
| JBR Co Financial Management Inc | 1.36% | Add +32.1% | 39,904 | $3.7M |
| AE Wealth Management LLC | 0.02% | Add +9.7% | 36,585 | $3.4M |
| Fortis Capital Advisors, LLC | 0.37% | Add +254.5% | 35,405 | $3.3M |
| Brown Miller Wealth Management, LLC | 0.83% | Add +5.2% | 35,367 | $3.3M |
| Paragon Private Wealth Management, LLC | 0.84% | Add +4.4% | 34,553 | $3.2M |
| Apollon Financial, LLC | 0.38% | Add +9.9% | 34,428 | $3.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.2% | 34,144 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +79.2% | 34,111 | $3.2M |
| Perspective Wealth Advisors LLC | 1.74% | Add +16.3% | 33,843 | $3.2M |
| Waverly Advisors, LLC | 0.02% | Add +31.6% | 33,069 | $3.1M |
| PFG Advisors | 0.16% | Add +9.1% | 32,901 | $3.1M |
| Mascagni Wealth Management, Inc. | 1.87% | Reduce -2.7% | 32,096 | $3.0M |
| Capital Investment Counsel, LLC | 0.36% | Reduce -1.6% | 31,278 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +38.0% | 31,122 | $2.9M |
| New Insight Wealth Advisors | 0.84% | Add +8.6% | 30,300 | $2.8M |
| Perennial Investment Advisors, LLC | 0.19% | Add +2.1% | 29,830 | $2.8M |
| Tolleson Wealth Management, Inc. | 0.37% | No change | 29,468 | $2.8M |
| Virginia Estate & Retirement Planning Advisors Inc. | 3.29% | New | 12,839 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +11.5% | 28,043 | $2.6M |
| Natixis Advisors, LLC | 0.00% | Add +88.1% | 27,978 | $2.6M |
| Greenline Wealth Management LLC | 2.09% | Add +21.2% | 27,218 | $2.5M |
| Concorde Asset Management, LLC | 1.47% | Add +41.3% | 27,167 | $2.5M |
| Sowell Financial Services LLC | 0.08% | Add +42.2% | 26,233 | $2.5M |
| Merit Financial Group, LLC | 0.01% | Add +1.2% | 25,826 | $2.4M |
| Principal Securities, Inc. | 0.03% | Reduce -0.2% | 25,659 | $2.4M |
| Colonial River Investments, LLC | 0.68% | Add +81.5% | 25,547 | $2.4M |
| &partners | 0.01% | Add +210.0% | 25,411 | $2.4M |
| Marshall Investment Management, LLC | 0.97% | Reduce -5.0% | 24,849 | $2.3M |
| Providence First Trust Co | 0.65% | Add +11.7% | 24,806 | $2.3M |
| Carolina Wealth Management Inc | 1.06% | — | 24,700 | $2.3M |
| Argent Trust Co | 0.07% | Add +19.8% | 24,577 | $2.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -44.9% | 24,136 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -0.4% | 22,889 | $2.1M |
| Lodestone Wealth Management LLC | 0.74% | Add +0.3% | 22,499 | $2.1M |
| Per Stirling Capital Management, LLC. | 0.20% | New | 22,473 | $2.1M |
| Accel Wealth Management | 0.47% | Add +7.2% | 22,454 | $2.1M |
| Nova Wealth Management, Inc. | 1.16% | Reduce -7.7% | 22,443 | $2.1M |
| Aldebaran Financial Inc. | 1.69% | Add +14.2% | 22,216 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 22,162 | $2.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -6.5% | 22,030 | $2.1M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -7.2% | 23,374 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +1.7% | 21,559 | $2.0M |
| Sigma Planning Corp | 0.05% | Add +9.5% | 21,174 | $2.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +358.4% | 20,359 | $1.9M |
| Institute for Wealth Management, LLC. | 0.17% | No change | 20,296 | $1.9M |
| Astoria Portfolio Advisors LLC. | 0.31% | Add +334.1% | 19,714 | $1.8M |
| Members Wealth LLC | 1.01% | Add +15.3% | 19,639 | $1.8M |
| Blue Jean Financial LLC | 1.25% | Reduce -4.8% | 19,191 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.4% | 17,774 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -50.5% | 17,518 | $1.6M |
| Lowery Thomas, LLC | 0.79% | Add +5.1% | 17,299 | $1.6M |
| Kendall Capital Management | 0.27% | No change | 17,000 | $1.6M |
| WCG Wealth Advisors LLC | 0.04% | Add +24.6% | 16,953 | $1.6M |
| Englebert Financial Advisers, LLC | 1.51% | Add +25.7% | 16,232 | $1.5M |
| Vise Technologies, Inc. | 0.02% | Reduce -14.2% | 16,158 | $1.5M |
| Anson Capital, Inc. | 0.97% | Reduce -3.8% | 15,925 | $1.5M |
| SFI Advisors, LLC | 1.28% | Reduce -1.1% | 15,838 | $1.5M |
| Inscription Capital, LLC | 0.13% | Add +7.8% | 15,572 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.4% | 14,983 | $1.4M |
| Comprehensive Wealth Management, LLC | 0.63% | Reduce -38.4% | 14,615 | $1.4M |
| Integrity Alliance, Llc. | 0.04% | Add +5.2% | 14,549 | $1.4M |
| Oxinas Partners, LLC | 0.53% | Reduce -8.0% | 14,432 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +0.4% | 14,343 | $1.3M |
| Founders Financial Securities LLC | 0.07% | Add +0.5% | 14,074 | $1.3M |
| UBS Group AG | 0.00% | Add +8.2% | 14,060 | $1.3M |
| Western Wealth Management, LLC | 0.04% | Add +1.6% | 13,543 | $1.3M |
| Breakwater Capital Group | 0.15% | Reduce -3.8% | 13,031 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.2% | 12,955 | $1.2M |
| MAI Capital Management | 0.00% | Add +0.8% | 12,876 | $1.2M |
| Signature Equity Partners, LLC | 0.55% | Add +2.7% | 12,678 | $1.2M |
| BNB Wealth Management, LLC | 0.64% | Add +224.4% | 12,569 | $1.2M |
| Moneco Advisors, LLC | 0.07% | Add +91.9% | 12,555 | $1.2M |
| IFP Advisors, Inc | 0.02% | Add +16.1% | 12,535 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +20.3% | 12,315 | $1.2M |
| Quantum Portfolio Management LLC | 0.41% | Add +5.9% | 12,224 | $1.1M |
| West Michigan Advisors, LLC | 0.21% | Add +2.6% | 12,071 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Reduce -8.6% | 11,895 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +931.8% | 11,866 | $1.1M |
| Sovran Advisors, LLC | 0.08% | Reduce -1.6% | 12,748 | $1.1M |
| Independent Advisor Alliance | 0.03% | Reduce -86.6% | 11,720 | $1.1M |
| Fortune Financial Group, Inc. | 0.85% | Add +5.1% | 11,603 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -8.3% | 11,422 | $1.1M |
| Stonebridge Financial Group, LLC / MO | 0.71% | Reduce -6.6% | 11,351 | $1.1M |
| Unique Wealth, LLC | 0.12% | Reduce -7.0% | 11,153 | $1.0M |
| Southland Equity Partners LLC | 0.18% | Reduce -0.0% | 11,107 | $1.0M |
| Peterson Wealth Services | 0.23% | Add +14.9% | 11,090 | $1.0M |
| Cpwa, LLC | 1.17% | Reduce -0.2% | 10,732 | $1.0M |
| Rehmann Capital Advisory Group | 0.05% | Add +21.3% | 10,705 | $1000K |
| Alchemi Wealth, LLC | 0.47% | Add +4.3% | 10,670 | $999K |
| TAGStone Capital, Inc. | 0.31% | Add +101.6% | 10,476 | $981K |
| Harbour Investments, Inc. | 0.01% | Add +12.1% | 10,442 | $978K |
| Kozak & Associates, Inc. | 0.17% | Reduce -6.5% | 10,457 | $961K |
| Quantinno Capital Management LP | 0.00% | Reduce -11.9% | 10,057 | $942K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -27.6% | 9,686 | $907K |
| Bellecapital International Ltd. | 0.14% | No change | 9,545 | $894K |
| Creative Planning | 0.00% | Reduce -5.9% | 9,355 | $876K |
| Susquehanna International Group, LLP | 0.00% | New | 9,348 | $875K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 9,049 | $847K |
| Trust Co. of Toledo NA | 0.07% | Reduce -22.1% | 8,909 | $834K |
| Investmark Advisory Group LLC | 0.32% | Add +11.5% | 8,896 | $833K |
| Total Clarity Wealth Management, Inc. | 0.16% | No change | 8,745 | $819K |
| Cornerstone Planning Group LLC | 0.10% | Add +1.4% | 9,247 | $816K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -4.3% | 8,710 | $816K |
| Independent Financial Group, LLC | 0.02% | Add +9.8% | 8,616 | $807K |
| AQR Capital Management | 0.00% | Add +28.9% | 8,366 | $783K |
| FMR LLC | 0.00% | Add +19.9% | 8,292 | $776K |
| Capital Analysts, LLC | 0.02% | Add +8.7% | 8,170 | $765K |
| Global View Capital Management LLC | 0.16% | New | 8,103 | $759K |
| Clear Creek Financial Management, LLC | 0.05% | Add +10.4% | 7,984 | $748K |
| Madison Wealth Partners, Inc | 0.09% | Add +60.1% | 7,671 | $718K |
| Centaurus Financial, Inc. | 0.03% | Reduce -3.5% | 7,643 | $716K |
| IFG Advisory, LLC | 0.03% | New | 7,625 | $714K |
| Solutions 4 Wealth, Ltd | 0.92% | Reduce -0.5% | 7,610 | $713K |
| James Investment Research, Inc. | 0.07% | Add +15.7% | 7,463 | $699K |
| Index Technologies Group LLC | 0.56% | Add +5.8% | 7,414 | $694K |
| Mariner, LLC | 0.00% | Reduce -96.7% | 7,304 | $684K |
| Focus Partners Wealth | 0.00% | Add +0.1% | 7,070 | $662K |
| Stephens Inc. | 0.01% | No change | 6,874 | $644K |
| Valtrion Capital Management, LLC | 0.47% | Add +1.9% | 6,800 | $637K |
| Sculati Wealth Management, LLC | 0.21% | Reduce -3.5% | 7,222 | $634K |
| Essex Financial Services, Inc. | 0.03% | Add +119.9% | 6,650 | $623K |
| Calton & Associates, Inc. | 0.09% | New | 6,576 | $616K |
| Northwest Wealth Advisors, LLC | 0.34% | Add +58.5% | 6,317 | $591K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.7% | 6,019 | $564K |
| Trilogy Capital Inc. | 0.02% | Reduce -41.8% | 6,001 | $562K |
| Intrua Financial, LLC | 0.05% | Add +20.0% | 5,990 | $561K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +18.2% | 5,678 | $532K |
| OneDigital Investment Advisors LLC | 0.00% | Add +27.4% | 5,636 | $528K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -11.3% | 5,303 | $497K |
| Signal Advisors Wealth, LLC | 0.03% | Add +51.5% | 5,259 | $492K |
| Bank of New York Mellon Corp | 0.00% | New | 5,220 | $489K |
| Aviance Capital Partners, LLC | 0.05% | No change | 5,187 | $486K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.4% | 4,962 | $465K |
| Mutual Advisors, LLC | 0.01% | Reduce -10.4% | 4,922 | $461K |
| Westco Advisory Services Inc. | 0.26% | Reduce -0.4% | 4,674 | $438K |
| Carlson Financial, Inc. | 0.22% | Reduce -3.4% | 4,650 | $436K |
| AlphaStar Capital Management, LLC | 0.03% | New | 4,532 | $424K |
| Greykasell Wealth Strategies, Inc. | 0.15% | Reduce -9.0% | 4,396 | $412K |
| World Investment Advisors | 0.01% | Reduce -1.7% | 4,853 | $403K |
| Sankala Group LLC | 0.26% | Add +51.1% | 4,473 | $392K |
| Wealthcare Capital Management LLC | 0.04% | Add +1.5% | 4,085 | $382K |
| BlackRock, Inc. | 0.00% | Add +1106.8% | 4,067 | $381K |
| Mayfair Advisory Group, LLC | 0.11% | No change | 4,291 | $375K |
| Caprock Group, LLC | 0.01% | No change | 3,999 | $374K |
| OneAscent Wealth Management LLC | 0.11% | New | 3,940 | $369K |
| JHP Wealth Management, LLC | 0.30% | New | 3,882 | $363K |
| Brown Advisory Inc. | 0.00% | Reduce -4.2% | 3,838 | $359K |
| D'Orazio & Associates, Inc. | 0.04% | No change | 3,835 | $359K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,821 | $358K |
| Bright Futures Wealth Management, LLC. | 0.23% | Reduce -2.9% | 3,785 | $354K |
| Discipline Wealth Solutions, LLC | 0.03% | No change | 3,760 | $352K |
| Betterment LLC | 0.00% | Reduce -40.8% | 3,716 | $348K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 3,705 | $347K |
| Advisory Services Network, LLC | 0.00% | Reduce -37.5% | 3,680 | $345K |
| Northstar Financial Companies, Inc. | 0.23% | New | 3,659 | $343K |
| Florida Financial Advisors, LLC | 0.06% | New | 3,626 | $340K |
| Wealth Alliance, LLC | 0.03% | Reduce -3.6% | 3,545 | $332K |
| Capital Square, LLC | 0.15% | Add +6.2% | 3,719 | $332K |
| Global Retirement Partners, LLC | 0.01% | — | 3,507 | $328K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.6% | 3,468 | $325K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,466 | $325K |
| Cascade Wealth Advisors, Inc | 0.13% | No change | 3,577 | $317K |
| Westbourne Investments, Inc. | 0.13% | No change | 3,324 | $311K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,275 | $307K |
| QRG Capital Management, Inc. | 0.00% | New | 3,168 | $297K |
| Natixis | 0.00% | New | 3,164 | $294K |
| Ullmann Wealth Partners Group, LLC | 0.03% | No change | 3,110 | $291K |
| Composition Wealth, LLC | 0.00% | New | 3,080 | $288K |
| Simplicity Wealth,LLC | 0.01% | New | 2,996 | $280K |
| D. E. Shaw & Co. | 0.00% | Reduce -83.8% | 2,939 | $275K |
| Blair William & Co. | 0.00% | Add +1.9% | 2,907 | $272K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.3% | 2,905 | $272K |
| Corient Private Wealth LP | 0.00% | Add +2.6% | 2,896 | $271K |
| Silverlake Wealth Management LLC | 0.05% | No change | 2,781 | $260K |
| Baird Financial Group, Inc. | 0.00% | Reduce -27.8% | 2,778 | $260K |
| Nestegg Advisors, Inc. | 0.18% | New | 2,740 | $257K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 2,713 | $253K |
| Barnes Wealth Management Group, Inc | 0.12% | New | 2,702 | $253K |
| Perigon Wealth Management, LLC | 0.00% | New | 2,695 | $252K |
| American Trust | 0.02% | New | 2,527 | $237K |
| Jacobi Capital Management LLC | 0.01% | New | 2,506 | $235K |
| MY Wealth Management Inc. | 0.16% | New | 2,453 | $230K |
| Abel Hall, LLC | 0.04% | New | 2,447 | $229K |
| Benjamin Edwards Inc. | 0.00% | New | 2,380 | $223K |
| Urban Wealth Management, LLC | 0.19% | New | 2,346 | $220K |
| Comprehensive Financial Planning, Inc. | 0.12% | Reduce -0.2% | 2,317 | $217K |
| ADG Wealth Management Group, LLC | 0.14% | Reduce -25.7% | 2,317 | $217K |
| Compass Capital Corp. /Ma/ | 0.07% | Reduce -20.3% | 2,337 | $208K |
| Guardian Asset Advisors, LLC | 0.10% | New | 2,222 | $208K |
| Rossby Financial, LCC | 0.04% | New | 2,149 | $201K |
| Everest Financial Group LLC | 0.03% | New | 2,137 | $200K |
| JPMorgan Chase & Co. | 0.00% | Add +82.9% | 2,125 | $196K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -14.9% | 1,753 | $164K |
| Cape Investment Advisory, Inc. | 0.04% | New | 1,705 | $160K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 1,693 | $159K |
| Assetmark, Inc. | 0.00% | Add +6.2% | 1,623 | $152K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.8% | 1,606 | $150K |
| Valley National Advisers Inc. | 0.02% | No change | 1,531 | $143K |
| Private Trust Co. NA | 0.01% | Add +5.1% | 1,526 | $143K |
| Sage Mountain Advisors LLC | 0.01% | New | 1,382 | $129K |
| Lanark Financial, Inc. | 0.01% | Add +79.0% | 1,208 | $113K |
| Rockefeller Capital Management L.P. | 0.00% | Add +68.7% | 1,142 | $107K |
| Register Financial Advisors LLC | 0.03% | Add +101.3% | 1,131 | $106K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.1% | 1,045 | $98K |
| US Bancorp \de | 0.00% | Reduce -9.9% | 742 | $69K |
| Harbor Asset Planning, Inc. | 0.05% | Add +19.9% | 711 | $67K |
| Allworth Financial LP | 0.00% | No change | 680 | $64K |
| Spire Wealth Management | 0.00% | Add +1063.6% | 640 | $60K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.2% | 610 | $57K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 600 | $56K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 535 | $50K |
| Planning Strategies Inc. | 0.03% | — | 471 | $44K |
| Clearstead Advisors, LLC | 0.00% | Add +36.8% | 435 | $41K |
| Ameriflex Group, Inc. | 0.02% | Add +60.4% | 425 | $40K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 383 | $36K |
| Golden State Wealth Management, LLC | 0.00% | Add +57.3% | 343 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 340 | $32K |
| Asset Dedication, LLC | 0.00% | New | 339 | $32K |
| Archer Investment Corp | 0.00% | No change | 274 | $26K |
| New Republic Capital, LLC | 0.01% | No change | 250 | $23K |
| Beacon Capital Management, Inc. | 0.00% | No change | 238 | $22K |
| Hoey Investments, Inc. | 0.00% | No change | 233 | $22K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +95.9% | 190 | $18K |
| National Bank of Canada | 0.00% | No change | 130 | $12K |
| Godsey & Gibb, Inc. | 0.00% | No change | 126 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 124 | $12K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 102 | $10K |
| Abound Wealth Management | 0.00% | No change | 97 | $9K |
| PlanVest Financial, Inc | 0.01% | New | 92 | $9K |
| Strive Financial Group ,LLC | 0.00% | Add +50.0% | 84 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 80 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 75 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 75 | $7K |
| Vanguard Advisers Inc. | 0.00% | Add +129.0% | 71 | $7K |
| Key Capital Management, INC | 0.00% | Add +195.7% | 68 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 68 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 64 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -80.6% | 59 | $6K |
| Bank of Montreal | 0.00% | Reduce -93.7% | 55 | $5K |
| International Assets Investment Management, LLC | 0.00% | Add +150.0% | 50 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -45.6% | 49 | $5K |
| Sims Investment Management, LLC | 0.00% | New | 47 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 40 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 37 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 25 | $2K |
| Trust Co | 0.00% | No change | 19 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | New | 12 | $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.