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Disclosery

XMLV INVESCO EXCH TRADED FD TR II

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S&P MIDCP LOW (fund)

185 managers (188 13F filers) reported a position in XMLV shares at 2026-03-31, 6,047,971 shares in all. 10 filers opened a position and 14 filers sold out during the quarter.

Managers
185
13F filers
188
New
10
Added
67
Reduced
64
Sold out
14
Shares held by filers
6,047,971

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY632,597$39.8M<0.01%+13,30713F-HRTimelineGroup
Cambridge Investment Research Advisors,…477,207$30.1M0.08%+2,66313F-HRTimeline
LPL Financial LLC459,703$28.9M0.01%-215,58313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management306,429$19.3M0.22%+10,00013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding290,085$18.3M-6,079Timeline
DORVAL Corp261,731$16.5M5.11%+7,68913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC253,941$16M<0.01%+21,35713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…204,450$12.9M0.01%-9,59913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC183,775$11.6M<0.01%+33513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC182,044$11.5M<0.01%+2,42213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC171,967$10.8M0.02%-2,18113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP155,820$9.67M<0.01%+13,97813F-HRTimelineGroup
Merit Financial Group, LLC144,515$9.1M0.07%+8,29313F-HRTimeline
PFS Partners, LLC130,833$8.24M3.78%+2,94313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/119,226$7.51M<0.01%-2,43113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV109,195$6.88M0.01%-7,78613F-HRTimeline
Cetera Investment Advisers105,074$6.62M0.01%+16,79313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85,852$5.41M<0.01%-3,51213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75,190$4.73M<0.01%-5,89813F-HRTimelineGroup
ProVise Management Group, LLC72,410$4.56M0.33%+90213F-HRTimeline
RWA WEALTH PARTNERS, LLC70,277$4.43M0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,696$4.26M<0.01%-26,88613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,636$3.95M0.01%-2,41913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.50,488$3.18M0.05%+10,33213F-HRTimeline
LMCG INVESTMENTS, LLC48,300$3.04M0.18%+5,51413F-HRTimeline
HighTower Advisors, LLC41,469$2.61M<0.01%+8013F-HRTimeline
Prime Capital Investment Advisors, LLC40,340$2.54M0.03%+1,61713F-HRTimeline
MML INVESTORS SERVICES, LLC40,020$2.52M0.01%-12,48413F-HRTimeline
U.S. Capital Wealth Advisors, LLC38,411$2.42M0.06%+8,20213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP36,500$2.3M<0.01%013F-HRTimelineGroup
Johnson & White Wealth Management, LLC34,057$2.14M0.91%+4713F-HRTimeline
Mariner, LLCin group Mariner, LLC33,974$2.14M<0.01%+46213F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC33,638$2.12M0.22%+2,51613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,605$1.86M0.04%+1,50113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,479$1.86M<0.01%-1,99013F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.29,385$1.85M1.79%-5813F-HRTimeline
MassMutual Private Wealth & Trust, FSB24,216$1.52M0.04%+4,53613F-HRTimeline
Investment Partners Asset Management, I…24,053$1.51M0.94%+7,21413F-HRTimeline
CALTON & ASSOCIATES, INC.23,364$1.47M0.21%-3,67613F-HRTimeline
JFS WEALTH ADVISORS, LLC21,121$1.33M0.07%-29913F-HRTimeline
Pacific Sun Financial Corp20,765$1.31M0.63%+29013F-HRTimeline
Golden State Wealth Management, LLC20,088$1.26M0.14%-47613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,165$1.26M0.01%-17,50513F-HRTimelineGroup
Independent Advisor Alliance19,305$1.22M0.01%new13F-HRTimeline
Tempo Wealth, LLC18,970$1.19M0.21%-32713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,487$1.16M0.03%+28013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding17,838$1.12M+3,621Timeline
Arkadios Wealth Advisors16,140$1.02M0.02%-41013F-HRTimeline
Avestar Capital, LLC15,557$980K0.07%+47013F-HRTimeline
Janney Montgomery Scott LLC15,234$959K<0.01%-32113F-HRTimeline
1900 WEALTH MANAGEMENT LLC15,225$959K0.06%-37013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,301$901K<0.01%-150,56113F-HRTimelineGroup
MorganRosel Wealth Management, LLC14,235$896K0.35%-2,74813F-HRTimeline
Clear Creek Financial Management, LLC14,114$889K0.07%-30513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,061$886K0.01%-23513F-HRTimelineGroup
Private Advisor Group, LLC13,862$873K<0.01%+6313F-HRTimeline
Visionary Wealth Advisors13,833$871K0.04%-28713F-HRTimeline
CARLSON FINANCIAL, INC.13,119$826K0.49%+7713F-HRTimeline
Snowden Capital Advisors LLC11,984$755K0.02%-60113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,896$749K<0.01%+3,64713F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,361$715K0.01%-68013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.11,100$699K<0.01%+3,90013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC11,096$699K<0.01%+21113F-HRTimelineGroup
Portland Financial Advisors Inc11,089$698K1.45%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,035$695K0.07%new13F-HRTimeline
Well Done, LLC10,685$673K0.1%-6913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,673$672K0.04%+4713F-HRTimelineGroup
Waverly Advisors, LLC10,339$651K<0.01%-3013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,301$649K<0.01%new13F-HRTimelineGroup
Sculati Wealth Management, LLC10,278$647K0.24%-1,21413F-HRTimeline
Prosperity Consulting Group, LLC10,228$644K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,870$622K<0.01%-13,26913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.9,372$590K0.02%-713F-HRTimeline
CHOREO, LLC9,348$589K0.01%-21113F-HRTimeline
CWM, LLCin group CWM, LLC9,246$582K<0.01%+48113F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT8,987$566K0.06%-1,44513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,853$557K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC8,416$530K<0.01%-10013F-HRTimelineGroup
Destiny Capital Corp/CO8,340$525K0.28%-2,86713F-HRTimeline
ERn Financial, LLC8,274$521K0.1%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC8,221$518K0.19%-13513F-HRTimeline
Synergy Investment Management, LLC8,060$508K0.17%-26113F-HRTimeline
Avant Capital LLC8,041$506K0.36%+1613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,037$506K0.01%013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC7,977$502K0.05%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,576$483K<0.01%-3,65313F-HRTimeline
MONEYWISE, INC.6,764$426K0.19%-6,46813F-HRTimeline
Dynamic Advisor Solutions LLC6,698$422K0.01%+213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,560$413K0.03%+5813F-HRTimeline
Ashton Thomas Private Wealth, LLC6,560$413K0.01%013F-HRTimeline
Jacobi Capital Management LLC6,550$412K0.02%+5613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,311$397K0.01%+2413F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC6,237$393K0.24%+1813F-HRTimeline
Accel Wealth Management6,210$391K0.1%+12513F-HRTimeline
Dana Investment Advisors, Inc.6,107$385K0.01%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,079$383K0.03%-49913F-HRTimelineGroup
Harvest Investment Services, LLC6,060$382K0.07%-17213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.6,019$379K0.08%-73913F-HRTimeline
Richmond Investment Services, LLC5,886$371K0.06%+1213F-HRTimeline
Creative Planningin group Creative Planning5,884$370K<0.01%-98913F-HRTimelineGroup
Strategic Equity Management5,792$365K0.14%-6,46813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,633$355K<0.01%+1,14113F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO5,606$353K0.04%new13F-HRTimeline
Atlas Legacy Advisors, LLC5,585$352K0.06%+513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,461$344K<0.01%+26113F-HRTimelineGroup
&PARTNERS5,394$340K<0.01%+513F-HRTimeline
Commonwealth Financial Services, LLC5,192$327K0.05%-47713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,005$315K0.01%-3313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,959$310K<0.01%-91213F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,913$309K<0.01%+413F-HRTimelineGroup
D.A. DAVIDSON & CO.4,859$306K<0.01%+3313F-HRTimeline
TopTier Wealth Management, LLC4,613$290K0.18%+3813F-HRTimeline
OneDigital Investment Advisors LLC4,585$289K<0.01%+9513F-HRTimeline
High Net Worth Advisory Group LLC4,450$280K0.07%013F-HRTimeline
Pacific Center for Financial Services4,438$279K0.07%+4113F-HRTimeline
Legacy Trust4,414$278K0.05%013F-HRTimeline
Meridian Financial Advisors, LLC4,411$278K0.15%013F-HRTimeline
ATX Financial Planning, LLC4,382$276K0.21%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC4,342$273K0.01%013F-HRTimeline
Asset Dedication, LLC4,275$269K0.02%013F-HRTimeline
Sensible Money, LLC4,275$269K0.08%013F-HRTimeline
Pinnacle Bancorp, Inc.4,200$264K0.08%013F-HRTimeline
MAI Capital Management4,176$263K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,130$260K<0.01%-9613F-HRTimelineGroup
Trilogy Capital Inc.4,066$256K0.01%013F-HRTimeline
Summit Financial, LLC3,997$252K<0.01%+313F-HRTimeline
ACT Advisors, LLC.3,950$249K0.11%-2213F-HRTimeline
Faithward Advisors, LLC3,905$246K0.04%-24813F-HRTimeline
Petix & Botte Co3,864$243K0.05%-3,86413F-HRTimeline
HighPoint Advisor Group LLC3,839$242K0.01%+1213F-HRTimeline
SRH ADVISORS, LLC3,450$217K0.06%-62513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,348$211K0.01%-88113F-HRTimeline
LVZ, Inc.3,333$210K0.02%-8813F-HRTimeline
Steward Partners Investment Advisory, L…3,294$207K<0.01%-4,95513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,285$206K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,931$185K0.05%+813F-HRTimeline
Farther Finance Advisors, LLC2,695$170K<0.01%+213F-HRTimeline
Allworth Financial LP2,423$153K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,294$144K0.01%-97413F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$126K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,990$125K0.04%+1713F-HRTimeline
Nova Wealth Management, Inc.1,889$119K0.08%-77013F-HRTimeline
Gen-Wealth Partners Inc1,833$115K0.04%013F-HRTimeline
NewEdge Advisors, LLC1,832$115K<0.01%+1013F-HR/ATimeline
Arax Advisory Partners1,531$96.4K<0.01%-91313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,427$89.9K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,385$87.2K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1,269$79.9K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,030$65K<0.01%-20,87913F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.940$59.2K0.04%013F-HRTimeline
Front Row Advisors LLC935$58.9K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC673$42.4K<0.01%+61313F-HRTimeline
AE Wealth Management LLC622$39.2K<0.01%+313F-HRTimeline
Larson Financial Group LLC621$39.1K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.531$33.4K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.527$33.2K0.01%+413F-HRTimeline
Capital Advisors, Ltd. LLC525$33K<0.01%013F-HRTimeline
DT Investment Partners, LLC480$30.2K<0.01%+40613F-HRTimeline
Comprehensive Financial Planning, Inc./…470$29.6K0.02%+413F-HRTimeline
IFP Advisors, Inc470$29.6K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.468$29.5K0.02%-11813F-HRTimeline
Basepoint Wealth LLC458$28.8K0.02%013F-HRTimeline
City State Bank427$26.9K0.01%013F-HRTimeline
CX Institutional408$26K<0.01%+313F-HRTimeline
Roxbury Financial LLC306$19.2K0.02%+113F-HRTimeline
SHP Wealth Management280$17.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…228$14.4K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL205$12.9K<0.01%-1513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV178$11.2K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST162$10.2K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management145$9.13K<0.01%013F-HRTimelineGroup
TSFG, LLC150$9K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC132$8.3K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC128$8.07K<0.01%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding101$6.37KnewTimeline
Biltmore Family Office, LLC100$6.3K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV100$6K<0.01%013F-HR/ATimeline
MCGUIRE CAPITAL ADVISORS INC90$5.67K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC76$4.79K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC41$2.58K<0.01%-613F-HRTimelineGroup
Blue Trust, Inc.31$1.96K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC25$1.59K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$315<0.01%013F-HRTimelineGroup
Provident Wealth Management, LLC2$126<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1$32<0.01%013F-HRTimeline