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Disclosery

XMMO INVESCO EXCHANGE TRADED FD T

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SHS (fund)

368 managers (372 13F filers) reported a position in XMMO shares at 2024-12-31, 22,983,021 shares in all. 97 filers opened a position and 19 filers sold out during the quarter.

Managers
368
13F filers
372
New
97
Added
148
Reduced
44
Sold out
19
Shares held by filers
22,983,021

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,810,265$471M+3,380,591Timeline
LPL Financial LLC2,679,516$331M0.13%+934,57013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,690,117$209M0.01%+546,25013F-HR/ATimelineGroup
Clark Capital Management Group, Inc.1,062,687$131M0.92%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN836,946$103M0.02%+194,79213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…632,942$78.2M0.07%+156,76213F-HRTimelineGroup
Cetera Investment Advisers616,435$76.1M0.16%+500,68413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC537,384$66.4M0.02%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC505,958$62.5M0.02%+103,37613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/501,038$61.9M0.01%+111,28013F-HRTimelineGroup
Orion Porfolio Solutions, LLC491,189$60.7M0.6%+487,83013F-HRTimeline
Orion Portfolio Solutions, LLC491,189$60.7M0.6%+487,83013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP436,572$53.9M4.01%+86,16213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.451,369$53.2M0.12%+278,02913F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…364,852$45.1M0.09%-16,79213F-HR/ATimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV286,523$35.4M5.38%new13F-HRTimeline
MML INVESTORS SERVICES, LLC254,029$31.4M0.11%+89,28713F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC253,179$31.3M5.54%-59413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC248,852$30.7M0.69%+224,41313F-HRTimelineGroup
CWM, LLCin group CWM, LLC246,698$30.5M0.13%+143,67413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC241,332$29.8M0.04%+86,58013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP232,888$28.8M0.03%+8,19613F-HRTimelineGroup
Foundations Investment Advisors, LLC216,405$26.7M0.52%+47,96913F-HRTimeline
Oxford Wealth Group, LLC214,884$26.5M17.15%+48,06213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…199,456$24.6M0.55%+13,13213F-HRTimelineGroup
UBS Group AGin group UBS Group AG194,542$24M0.01%+21,74213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA171,656$21.2M<0.01%+89,98713F-HRTimelineGroup
Cambridge Investment Research Advisors,…136,159$16.8M0.06%-2,70613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP132,638$16.4M0.02%+62,95413F-HRTimelineGroup
Private Advisor Group, LLC131,089$16.2M0.09%+3,63313F-HRTimeline
Focus Financial Network, Inc.122,764$15.2M0.6%-1,22113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC122,219$15.1M0.01%+9,16513F-HRTimelineGroup
AFFINITY WEALTH LLC111,586$13.8M14.04%13F-HRTimeline
Systelligence, LLC102,087$12.6M3.11%+2,72513F-HRTimeline
WIN ADVISORS, INC99,161$12.2M5.93%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC97,268$12M0.03%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.96,015$11.9M0.39%+42,23113F-HRTimeline
Atria Wealth Solutions, Inc.92,787$11.5M0.13%+74,01013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.88,458$10.9M0.1%+44,45013F-HRTimelineGroup
Qube Research & Technologies Ltd82,422$10.2M0.02%+68,47513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC78,460$9.69M0.14%+17413F-HRTimeline
MinichMacGregor Wealth Management, LLC72,648$8.97M1.86%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.67,327$8.32M0.05%+5,28513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding63,979$7.9M+16,261Timeline
Ausdal Financial Partners, Inc.62,749$7.75M0.67%+53,56513F-HRTimeline
HighTower Advisors, LLC62,672$7.74M0.01%+37,22613F-HRTimeline
Merit Financial Group, LLC61,839$7.64M0.14%new13F-HRTimeline
Financial Advocates Investment Manageme…61,334$7.58M0.43%-6,29013F-HRTimeline
Guerra Advisors Inc61,232$7.56M4.19%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC60,883$7.52M0.04%-40,36613F-HRTimelineGroup
Atlas Legacy Advisors, LLC58,757$7.26M1.76%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding58,158$7.18M+14,215Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…55,467$6.85M0.28%+2,16813F-HRTimelineGroup
SigFig Wealth Management, LLC55,040$6.81M0.25%new13F-HRTimeline
Gimbal Financial54,815$6.77M5.54%new13F-HRTimeline
NewEdge Advisors, LLC54,259$6.7M0.04%+3,56013F-HRTimeline
LMG Wealth Partners, LLC51,081$6.31M1.38%new13F-HRTimeline
Commonwealth Financial Services, LLC50,529$6.24M1.22%+19,26713F-HRTimeline
ProVise Management Group, LLC50,311$6.21M0.53%+55113F-HRTimeline
Institute for Wealth Management, LLC.48,595$6M0.75%-11413F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC47,644$5.89M1.63%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.44,297$5.47M0.16%+42,26713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC45,103$5.43M3.2%13F-HRTimeline
Pasadena Private Wealth, LLC43,368$5.36M1.1%new13F-HRTimeline
Schorn Wealth LLC42,604$5.26M1.71%-3,28213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC40,976$5.06M0.31%+6,84913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC40,469$5M2.94%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding38,348$4.74M+6,375Timeline
SteelPeak Wealth, LLC37,737$4.66M0.19%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC36,845$4.55M0.59%-31713F-HRTimeline
One Capital Management, LLC36,344$4.49M0.15%+13,98913F-HRTimeline
Prime Capital Investment Advisors, LLC35,871$4.43M0.06%+33413F-HRTimeline
MANCHESTER FINANCIAL INC35,271$4.36M0.95%+32,89313F-HRTimeline
Centennial Wealth Advisory LLC35,260$4.36M1.71%new13F-HRTimeline
Kovack Advisors, Inc.33,418$4.13M0.41%-99713F-HRTimeline
SMITH, MOORE & CO.31,324$3.87M0.35%+57313F-HRTimeline
Scarborough Advisors, LLC31,302$3.87M0.55%-1,02313F-HRTimeline
Guardian Partners Inc.30,684$3.86M0.39%13F-HRTimeline
Kellett Wealth Advisors, LLC30,295$3.74M2.57%+1,32813F-HRTimeline
FreeGulliver LLC29,472$3.64M1.9%new13F-HRTimeline
NWAM LLC28,592$3.53M0.22%+1,92913F-HRTimeline
LOWERY THOMAS, LLC28,182$3.48M2.27%+1,23213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC28,065$3.47M0.04%+23,95413F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC27,135$3.35M0.65%13F-HRTimeline
Independent Advisor Alliance26,551$3.28M0.04%new13F-HRTimeline
WESPAC Advisors SoCal, LLC25,962$3.21M0.73%new13F-HRTimeline
Symphony Financial Services, Inc.25,717$3.18M2.55%+4,28913F-HRTimeline
Elm3 Financial Group, LLC25,534$3.15M2.69%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC24,461$3.02M0.16%new13F-HRTimeline
J.W. COLE ADVISORS, INC.24,413$3.02M0.12%+2,45313F-HRTimeline
Sculati Wealth Management, LLC24,002$2.96M1.17%+9713F-HR/ATimeline
Trek Financial, LLC23,892$2.95M0.22%new13F-HRTimeline
New Millennium Group LLC23,608$2.92M1.71%+1,92813F-HRTimeline
Spectrum Wealth Advisory Group, LLC23,486$2.9M1.37%-1,29313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,766$2.69M0.04%+2,83613F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …20,703$2.56M0.22%new13F-HRTimelineGroup
VICUS CAPITAL20,469$2.53M0.22%new13F-HRTimeline
Anson Capital, Inc.20,124$2.49M2.17%-77513F-HRTimeline
Prostatis Group LLC19,053$2.35M0.69%new13F-HRTimeline
Jupiter Wealth Management LLC18,980$2.34M1.17%new13F-HRTimeline
Diversified Enterprises, LLC18,702$2.31M0.22%-48113F-HRTimeline
PSI Advisors, LLC18,043$2.23M0.66%+1,18513F-HRTimeline
Meridian Wealth Management, LLC16,806$2.08M0.1%new13F-HRTimeline
Southland Equity Partners LLC16,619$2.05M0.48%+24513F-HRTimeline
Verde Capital Management16,484$2.04M0.57%-1,34613F-HRTimeline
Atria Investments, Inc15,874$1.96M0.02%+2,75913F-HRTimeline
Sovran Advisors, LLC15,504$1.95M0.28%13F-HRTimeline
Colonial River Investments, LLC15,587$1.93M0.93%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,583$1.92M0.05%new13F-HRTimeline
Certified Advisory Corp15,201$1.88M0.2%+1,10313F-HRTimeline
Accel Wealth Management15,102$1.87M0.71%+1,70213F-HRTimeline
Vantage Financial Partners, LLC14,839$1.83M0.46%+3,29513F-HRTimeline
Sigma Planning Corp14,713$1.82M0.06%+3,96913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,686$1.81M0.03%+7,48413F-HRTimelineGroup
Family Investment Center, Inc.14,616$1.81M0.46%new13F-HRTimeline
Vista Cima Wealth Management LLC14,001$1.73M1.8%13F-HRTimeline
Geneos Wealth Management Inc.13,992$1.73M0.06%+11,57913F-HRTimeline
Savvy Advisors, Inc.13,981$1.73M0.21%+32413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,895$1.72M0.06%+3,76413F-HRTimeline
Integrated Wealth Concepts LLC13,451$1.66M0.02%+2,89813F-HRTimeline
IHT Wealth Management, LLC13,363$1.65M0.05%+1,20513F-HRTimeline
Sowell Financial Services LLC12,625$1.56M0.08%+1,70113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,606$1.56M<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,380$1.53M<0.01%+3,83413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC12,300$1.52M<0.01%+5,62813F-HRTimeline
Fortitude Family Office, LLC12,300$1.52M0.54%new13F-HRTimeline
World Investment Advisors12,216$1.51M0.04%+8,38613F-HRTimeline
Veridan Wealth LLC11,568$1.5M0.7%13F-HRTimeline
Tempus Wealth Planning, LLC12,030$1.49M0.45%new13F-HRTimeline
FMR LLCin group FMR LLC11,445$1.41M<0.01%+5,59813F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC11,363$1.4M0.75%new13F-HRTimeline
PCG Wealth Advisors, LLC11,205$1.38M0.51%+1413F-HRTimeline
Kelly Financial Services LLC11,155$1.38M0.5%new13F-HR/ATimeline
Elevation Capital Advisory, LLC11,086$1.37M0.59%+66113F-HRTimeline
Comprehensive Wealth Management, LLC11,018$1.36M1.02%+35113F-HRTimeline
Western Wealth Management, LLC10,987$1.36M0.09%+49313F-HR/ATimeline
Mariner, LLCin group Mariner, LLC10,972$1.36M<0.01%+64613F-HRTimelineGroup
GWN SECURITIES INC.10,267$1.35M0.36%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,930$1.35M<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC10,875$1.34M<0.01%-2,13313F-HRTimeline
Faithward Advisors, LLC10,572$1.31M0.22%-1413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,561$1.3M0.03%+6,04313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV10,384$1.28M0.1%+1,32413F-HRTimeline
MFA Wealth Services10,345$1.28M1.03%13F-HRTimeline
Valued Retirements, Inc.10,047$1.24M1.67%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,000$1.24M<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc9,947$1.23M0.03%+2,61313F-HRTimeline
FLP Wealth Management, LLC9,834$1.21M3.11%13F-HRTimeline
TRUE Private Wealth Advisors9,740$1.2M0.15%+8,06413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…9,677$1.2M0.43%-6513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,475$1.17M<0.01%-10,67413F-HRTimelineGroup
WORLD EQUITY GROUP, INC.9,445$1.17M0.25%+4,95213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,344$1.15M<0.01%-50,33613F-HRTimelineGroup
HBW ADVISORY SERVICES LLC9,050$1.12M0.11%-3,25513F-HRTimeline
AE Wealth Management LLC8,843$1.09M0.01%+6,55813F-HRTimeline
Redhawk Wealth Advisors, Inc.8,791$1.09M0.15%+1,34713F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC8,786$1.09M1.08%13F-HRTimeline
CIBC WORLD MARKET INC.8,734$1.08M<0.01%+4,72413F-HRTimeline
OxenFree Capital LLC8,692$1.07M0.81%-21913F-HRTimeline
Arkadios Wealth Advisors8,600$1.06M0.06%+36513F-HRTimeline
New Century Financial Group, LLC8,412$1.06M0.45%new13F-HRTimeline
Valmark Advisers, Inc.8,507$1.05M0.02%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,346$1.03M0.09%+1,15013F-HRTimeline
GeoWealth Management, LLC8,295$1.02M0.03%+1,25313F-HRTimeline
Gladstone Institutional Advisory LLC8,203$1.01M0.05%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,188$1.01M0.03%+1,35013F-HRTimelineGroup
American Trust8,094$1000K0.08%+25913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,990$987K0.11%-13813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,969$984K0.07%+2,51713F-HRTimeline
Kingsview Wealth Management, LLC7,789$962K0.02%-26213F-HRTimeline
Belpointe Asset Management LLC8,091$958K0.06%-2,26913F-HRTimeline
JBR Co Financial Management Inc7,573$935K0.57%+4,39613F-HRTimeline
Comprehensive Financial Planning, Inc./…7,374$911K0.77%13F-HRTimeline
Global Retirement Partners, LLC7,276$899K0.03%+6,66213F-HRTimeline
PFG Advisors7,261$897K0.05%+2,23213F-HRTimeline
TFB Advisors LLC7,234$894K0.26%+6913F-HRTimeline
Independent Wealth Network Inc.7,200$889K0.36%+3,90313F-HRTimeline
Armbruster Capital Management, Inc.6,959$860K0.17%013F-HRTimeline
Centerpoint Advisory Group6,926$856K0.83%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,732$832K<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,701$828K<0.01%+87113F-HRTimelineGroup
Patten Group, Inc.6,666$823K0.18%+28713F-HRTimeline
Blue Capital, Inc.6,546$809K0.57%13F-HRTimeline
COMERICA BANK6,517$805K<0.01%+3,63213F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management6,471$799K0.02%+3,20613F-HRTimelineGroup
Arete Wealth Advisors, LLC6,432$796K0.06%+1,06513F-HRTimeline
Csenge Advisory Group6,103$754K0.04%+3,83013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC6,006$742K0.35%+713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,983$739K<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…5,597$691K0.09%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,547$685K0.01%+2,12513F-HRTimeline
PRIVATE TRUST CO NA5,495$679K0.07%+3,09113F-HRTimeline
Jackson Wealth Management, LLC5,492$678K0.08%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,125$633K<0.01%+3,12313F-HRTimelineGroup
Advisory Services Network, LLC5,038$622K0.01%+37813F-HRTimeline
Nemes Rush Group LLC4,904$606K0.07%013F-HRTimeline
Dynamic Advisor Solutions LLC4,559$563K0.02%+16713F-HRTimeline
Ferguson Shapiro LLC4,416$546K0.2%new13F-HRTimeline
Longview Financial Advisors, Inc.4,373$540K0.43%-813F-HRTimeline
EPG Wealth Management LLC4,354$538K0.14%+413F-HRTimeline