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Disclosery

XMHQ INVESCO EXCHANGE TRADED FD T

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S&P MDCP QUALITY (fund)

419 managers (423 13F filers) reported a position in XMHQ shares at 2025-12-31, 32,825,534 shares in all. 34 filers opened a position and 33 filers sold out during the quarter.

Managers
419
13F filers
423
New
34
Added
165
Reduced
144
Sold out
33
Shares held by filers
32,825,534

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC4,622,130$473M0.13%-327,95513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,413,021$247M0.01%+252,61213F-HR/ATimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC1,400,550$143M1.15%-105,63913F-HRTimeline
Cetera Investment Advisers1,307,111$134M0.15%+135,38013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,191,339$122M0.03%+3,93313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,168,200$120M0.08%-139,83213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC966,036$98.9M0.03%-14,23613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC959,334$98.3M0.13%-7,75113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP812,479$83.2M0.05%+105,95813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/643,460$65.9M<0.01%-7,19713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN563,133$57.7M0.01%+42,65813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding457,596$47.6M-2,490Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP441,293$45.2M0.04%-8,43513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.426,523$43.7M0.06%-82,85713F-HRTimelineGroup
STRAIGHTLINE GROUP LLC354,219$38.4M20.98%+10,65613F-HRTimeline
Cambridge Investment Research Advisors,…340,970$34.9M0.09%-25,31313F-HRTimeline
Focus Financial Network, Inc.329,674$33.8M1.18%+10,61013F-HRTimeline
EQUITABLE TRUST CO329,642$33.8M1.51%+241,19613F-HRTimeline
TruWealth Advisors, LLC328,001$33.6M1.64%+18,91013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding325,974$33.4M+2,731Timeline
Trilogy Capital Inc.311,051$31.9M1.42%-2,24313F-HRTimeline
NewEdge Advisors, LLC310,765$31.8M0.12%+9,13113F-HRTimeline
UMB Bank, n.a.308,809$31.6M0.42%+12,28313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crestwood Advisors Group, LLC285,766$29.3M0.49%+7,37213F-HRTimeline
Capital Planning Advisors, LLC274,130$28.1M3.75%-82013F-HRTimeline
HighTower Advisors, LLC255,238$26.1M0.03%-47,50813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding253,150$25.9M-49,552Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp251,020$25.7M0.48%+25,31713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA248,095$25.4M<0.01%+9,50213F-HRTimelineGroup
Private Advisor Group, LLC229,822$23.5M0.11%+33,21513F-HRTimeline
SAX WEALTH ADVISORS, LLC191,398$19.6M0.92%+27,82813F-HRTimeline
KPP Advisory Services LLC189,315$19.4M2.82%+3,04113F-HRTimeline
MML INVESTORS SERVICES, LLC185,451$19M0.05%+2,51113F-HRTimeline
Blue Water Asset Management185,326$19M6.83%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/181,072$18.5M1.83%+6,27913F-HRTimeline
UBS Group AGin group UBS Group AG180,738$18.5M<0.01%-7,31313F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding166,974$17.1M+6,468Timeline
Foundations Investment Advisors, LLC163,284$16.7M0.22%-1,07513F-HRTimeline
Everest Financial Group LLC161,743$16.6M3.71%13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…160,795$16.5M2.2%+10,63713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…144,273$14.8M0.52%+6,64013F-HRTimeline
Family Investment Center, Inc.142,614$14.6M2.95%+1,14713F-HRTimeline
Wealthspire Retirement, LLC142,002$14.5M0.88%+4,88813F-HRTimeline
Farther Finance Advisors, LLC139,853$14.3M0.15%+135,24913F-HRTimeline
WCG Wealth Advisors LLC139,727$14.3M0.4%+15,81713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.139,533$14.3M0.1%-22,86013F-HRTimelineGroup
Bleakley Financial Group, LLC134,639$13.8M0.24%+3,40413F-HRTimeline
CWM, LLCin group CWM, LLC133,261$13.6M0.04%+14,50213F-HRTimelineGroup
Corecam Pte. Ltd.129,470$13.3M7.04%+23,10013F-HRTimeline
NBZ Investment Advisors LLC122,663$12.6M5.48%+10,89613F-HRTimeline
Madrona Financial Services, LLC120,448$12.3M2.64%+2,77013F-HRTimeline
HighPoint Advisor Group LLC120,231$12.3M0.27%new13F-HRTimeline
Sowell Financial Services LLC119,044$12.2M0.45%+4,66213F-HRTimeline
Traction Financial Partners, LLC117,406$12M7.13%+6,59713F-HRTimeline
Orion Porfolio Solutions, LLC113,037$11.6M0.08%+5,56313F-HRTimeline
Merit Financial Group, LLC105,797$10.8M0.09%+15,00013F-HRTimeline
WESCAP Management Group, Inc.100,858$10.3M2.09%+10,59513F-HRTimeline
Janney Montgomery Scott LLC99,583$10.2M0.02%+1,20713F-HRTimeline
Capital Developers, LLC97,624$10M8.96%13F-HRTimeline
Oasis Advisors, LLC97,525$9.99M5.29%13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC95,633$9.79M1.75%+22,58913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC95,278$9.76M2.05%+5,14413F-HRTimeline
Wealth Enhancement Trust Services, Inc.91,198$9.34M1.18%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC91,153$9.34M0.55%-4,20113F-HRTimeline
DAHRING | CUSMANO LLC89,764$9.19M6.39%+2,98513F-HRTimeline
Altus Wealth Group LLC88,267$9.04M3.61%+1,77413F-HRTimeline
Modern Wealth Management, LLC86,858$8.9M0.16%+2113F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…84,966$8.7M0.57%-21,45113F-HRTimelineGroup
Willow Financial LLC82,895$8.49M8.63%13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC82,514$8.45M2.41%+21,65313F-HRTimeline
Cornerstone Wealth Management, LLC82,160$8.41M0.44%+9,70913F-HRTimeline
Clark Wealth Partners79,744$8.17M4.98%013F-HRTimeline
NewEdge Wealth, LLC79,570$8.15M0.09%-4,03913F-HRTimeline
Trivium Point Advisory, LLC79,231$8.11M0.82%+71013F-HRTimeline
Investors Portfolio Services LLC77,882$7.98M7.18%13F-HRTimeline
HARBOUR INVESTMENTS, INC.74,606$7.64M0.15%+8,22213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC72,520$7.43M1.83%-34613F-HRTimeline
IHT Wealth Management, LLC71,985$7.37M0.18%-11113F-HRTimeline
USAdvisors Wealth Management, LLC70,916$7.26M2.39%+2,09013F-HRTimeline
DHJJ Financial Advisors, Ltd.70,505$7.22M2.4%+66213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…70,189$7.19M2.27%+95413F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL69,192$7.09M0.04%+29,91813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC67,058$6.87M0.11%+1,33813F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.67,013$6.86M2.43%+10,27813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.65,286$6.69M0.08%-59,76713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…64,945$6.65M0.22%-48513F-HRTimelineGroup
MGO ONE SEVEN LLC64,711$6.63M0.14%-4,07713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …63,074$6.46M0.13%-4,97213F-HRTimelineGroup
Corecam AG62,775$6.43M6.45%13F-HRTimeline
Burns Matteson Capital Management, LLC62,056$6.36M2.55%+1,02013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…61,094$6.26M0.01%new13F-HRTimelineGroup
Lighthouse Wealth Management Inc.59,284$6.07M4.15%-40113F-HRTimeline
Principle Wealth Partners LLC59,028$6.05M0.34%-3,44813F-HRTimeline
XY Planning Network, Inc.58,488$5.99M1.04%+47,20113F-HRTimeline
Berkeley, Inc58,303$5.97M1.9%-6,92713F-HRTimeline
Spectrum Wealth Advisory Group, LLC58,180$5.96M2.19%-1,93613F-HRTimeline
PCG Wealth Advisors, LLC58,166$5.96M1.69%+6,47813F-HRTimeline
Forge Financial Services LLC56,684$5.81M2.48%+28213F-HRTimeline
American National Bank of Texas56,369$5.77M5.55%+20,27513F-HRTimeline
Financial Management, Inc.56,282$5.76M5.48%13F-HRTimeline
World Investment Advisors53,834$5.51M0.09%-2,10513F-HR/ATimeline
Aspen Wealth Strategies, LLC51,747$5.3M2.9%-4,50513F-HRTimeline
CENTRAL TRUST Co51,523$5.28M0.1%-3,77113F-HRTimeline
PSI Advisors, LLC49,183$5.27M1.32%-1,98213F-HRTimeline
WealthCare Investment Partners, LLC50,191$5.21M1.52%-4,06913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC50,833$5.21M1.45%-5,98113F-HRTimeline
Mascagni Wealth Management, Inc.50,692$5.19M3.87%-34413F-HRTimeline
Perennial Investment Advisors, LLC50,140$5.14M0.41%-1,28313F-HRTimeline
PFG Advisors49,841$5.1M0.25%+4,19413F-HRTimeline
Journey Advisory Group, LLC49,356$5.06M0.43%+4,78513F-HRTimeline
TrueWealth Advisors, LLC49,308$5.05M1.31%-2,16513F-HRTimeline
Gotham Asset Management, LLC49,307$5.05M0.02%+4,08513F-HRTimeline
&PARTNERS48,635$4.98M0.03%+14,55113F-HRTimeline
Live Oak Investment Partners47,447$4.86M2.99%+31913F-HRTimeline
Vista Cima Wealth Management LLC46,913$4.8M4.01%+2,37413F-HRTimeline
Financial Partners Group, Inc45,024$4.79M0.55%+9,92413F-HRTimeline
MAI Capital Management46,276$4.74M0.03%+11,04813F-HRTimeline
Silver Coast Investments LLC44,606$4.57M1.57%+3,69113F-HRTimeline
Concentrum Wealth Management41,903$4.29M1.2%+4,33013F-HRTimeline
Duncan Williams Asset Management, LLC39,778$4.27M1.06%+8,30013F-HRTimeline
CPC Advisors, LLC40,652$4.16M0.42%+2,54113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,074$4.08M0.01%+2,94513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…39,151$4.01M0.08%+70313F-HRTimelineGroup
RFG Advisory, LLC37,536$3.84M0.07%+6,41913F-HRTimeline
Equity Wealth Partners, LLC36,774$3.77M2.44%-69813F-HRTimeline
Federation des caisses Desjardins du Qu…35,858$3.67M0.01%+1,12413F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC35,818$3.67M0.47%-19,90313F-HRTimeline
Sagace Wealth Management LLC35,723$3.66M2.49%+13213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT34,729$3.56M1.1%+1,02213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…34,096$3.49M0.07%+24113F-HRTimelineGroup
Sigma Planning Corp34,011$3.48M0.1%-1,47013F-HRTimeline
BFSG, LLC33,865$3.47M0.34%+1,03613F-HRTimeline
Wealth Advisory Team LLC33,250$3.41M3.01%13F-HRTimeline
Aptus Capital Advisors, LLC33,250$3.41M0.03%+14713F-HRTimeline
Centerpoint Advisory Group32,524$3.33M2.57%-42513F-HRTimeline
Venturi Wealth Management, LLC31,947$3.27M0.15%+3,12613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV31,720$3.25M1.49%+25013F-HRTimeline
Kingsview Wealth Management, LLC31,136$3.19M0.05%-66513F-HRTimeline
Mason & Associates Inc30,802$3.15M0.59%-30,72313F-HRTimeline
Family Capital Management, Inc.30,572$3.13M1.39%+1,16813F-HRTimeline
Onyx Bridge Wealth Group LLC29,765$3.05M0.32%-57313F-HRTimeline
ENZI WEALTH27,449$2.95M1.04%-79,42513F-HRTimeline
New Insight Wealth Advisors28,757$2.95M1.05%+2,96513F-HRTimeline
Mariner, LLCin group Mariner, LLC28,546$2.92M<0.01%-5,76413F-HRTimelineGroup
Western Wealth Management, LLC27,753$2.84M0.13%+22,17113F-HRTimeline
Waverly Advisors, LLC27,663$2.83M0.02%+1,18313F-HRTimeline
Sovran Advisors, LLC25,812$2.82M0.24%-2,60613F-HRTimeline
United Asset Strategies, Inc.27,148$2.78M0.21%-31213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,716$2.74M<0.01%+10,45813F-HR/ATimelineGroup
Cassady Wealth & Retirement Planning, L…26,464$2.71M1.77%13F-HRTimeline
Milestone Investment Advisors LLC25,578$2.62M0.63%-1,68813F-HRTimeline
Harbor Asset Planning, Inc.24,926$2.55M2.18%+4813F-HRTimeline
Creative Planningin group Creative Planning24,781$2.54M<0.01%+1,43513F-HRTimelineGroup
Melone Private Wealth, LLC24,018$2.46M1.04%new13F-HRTimeline
Marshall Financial Group, LLC24,013$2.46M0.48%+3,38613F-HRTimeline
Horizon Family Wealth, Inc.23,845$2.44M1.3%+63213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,339$2.39M0.06%-16213F-HRTimelineGroup
Mann Financial Group, Inc.23,271$2.38M2.31%+9,81913F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC22,840$2.34M0.11%-1,17213F-HRTimeline
Wiser Advisor Group LLC22,547$2.31M2.64%+43413F-HRTimeline
Atlantic Edge Private Wealth Management…22,343$2.29M0.57%-6,67113F-HRTimeline
Advisory Services Network, LLC21,968$2.25M0.03%-5,32313F-HRTimeline
SkyView Investment Advisors, LLC21,759$2.23M0.28%+74413F-HRTimeline
Firestone Capital Management21,255$2.18M0.46%013F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…21,000$2.15M0.1%13F-HRTimeline
Independent Advisor Alliance20,926$2.14M0.05%-54113F-HRTimeline
Sonoma Allocations LLC19,977$2.13M0.71%+35813F-HRTimeline
Steward Partners Investment Advisory, L…20,508$2.1M0.01%-5,21813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19,322$1.98M0.12%+1,26113F-HRTimeline
Brown Miller Wealth Management, LLC19,120$1.96M0.54%+2,33413F-HRTimeline
OneDigital Investment Advisors LLC19,106$1.96M0.02%+2,06913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,210$1.86M<0.01%new13F-HRTimelineGroup
Connecticut Capital Management Group, L…17,659$1.81M1.73%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,051$1.75M0.01%+2,39313F-HRTimelineGroup
BNB Wealth Management, LLC16,842$1.73M1.11%13F-HRTimeline
MFA WEALTH ADVISORS, LLC16,648$1.71M0.36%-10,11113F-HRTimeline
New Millennium Group LLC16,203$1.66M0.72%-36613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,115$1.65M0.12%+35813F-HRTimeline
Prota Financial, LLC15,473$1.58M1.14%13F-HRTimeline
WPG Advisers, LLC15,359$1.57M1.17%+1,25713F-HRTimeline
Westfuller Advisors, LLC15,309$1.57M0.63%+88213F-HRTimeline
ROMAN BUTLER FULLERTON & CO14,320$1.57M0.41%+15713F-HRTimeline
Glass Jacobson Investment Advisors llc15,096$1.55M0.56%-35513F-HRTimeline
GeoWealth Management, LLC14,839$1.52M0.06%-6,72613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC14,210$1.46M0.1%+21413F-HRTimeline
Visionary Wealth Advisors14,206$1.45M0.07%+6713F-HRTimeline
EASTERN BANK14,094$1.44M0.02%-19,73013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,044$1.44M0.01%+1,00513F-HRTimelineGroup
Biltmore Family Office, LLC13,977$1.43M0.2%-49013F-HRTimeline
DORVAL Corp13,612$1.39M0.45%+9813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,640$1.29M0.03%-5,82213F-HRTimeline
Fortune Financial Group, Inc.9,934$1.29M1.27%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,320$1.16M<0.01%+36013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.11,308$1.16M0.05%+18113F-HRTimeline
Ethos Capital Management, Inc.11,285$1.16M1.09%13F-HRTimeline
Forum Private Client Group LLC11,167$1.14M0.39%+1,97313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,949$1.14M0.08%+48413F-HRTimeline
Solutions 4 Wealth, Ltd10,997$1.13M1.7%+5,28413F-HRTimeline
Pacific Sun Financial Corp10,947$1.12M0.54%+40613F-HRTimeline
Secure Asset Management, LLC10,936$1.12M0.18%-9,75413F-HRTimeline