Skip to content
Disclosery

XMMO INVESCO EXCHANGE TRADED FD T

Follow

SHS (fund)

333 managers (337 13F filers) reported a position in XMMO shares at 2025-03-31, 18,492,137 shares in all. 37 filers opened a position and 72 filers sold out during the quarter.

Managers
333
13F filers
337
New
37
Added
154
Reduced
100
Sold out
72
Shares held by filers
18,492,137

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC2,685,101$305M0.12%+5,58513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,746,398$199M0.01%+56,28113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN875,989$99.7M0.02%+39,04313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…806,591$91.8M0.08%+173,64913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC691,318$78.7M0.02%+185,36013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC635,822$72.3M0.03%+98,43813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/555,641$63.2M0.01%+54,60313F-HRTimelineGroup
Cetera Investment Advisers490,726$55.8M0.11%-125,70913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP462,667$52.6M3.94%+26,09513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.376,412$42.8M0.1%-74,95713F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC319,611$36.4M6.74%+66,43213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP303,205$34.5M0.04%+70,31713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC291,910$33.2M0.05%+50,57813F-HRTimeline
CWM, LLCin group CWM, LLC284,694$32.4M0.13%+37,99613F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV275,814$31.4M4.3%-10,70913F-HRTimeline
Davidson Capital Management Inc.271,956$30.9M8.39%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC248,852$30.7M0.69%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG248,316$28.2M0.01%+53,77413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding229,409$26.1M-3,580,856Timeline
MML INVESTORS SERVICES, LLC224,841$25.6M0.09%-29,18813F-HRTimeline
Cambridge Investment Research Advisors,…215,532$24.5M0.08%+79,37313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA210,527$23.9M0.01%+38,87113F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…209,059$23.8M0.51%+9,60313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…206,895$23.5M0.05%-157,95713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP204,237$23.1M0.02%+71,59913F-HR/ATimelineGroup
Foundations Investment Advisors, LLC162,319$18.5M0.34%-54,08613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC143,678$16.3M0.01%+21,45913F-HRTimelineGroup
Private Advisor Group, LLC142,514$16.2M0.1%+11,42513F-HRTimeline
Focus Financial Network, Inc.119,849$13.6M0.56%-2,91513F-HRTimeline
AFFINITY WEALTH LLC118,710$13.5M13.81%+7,12413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.113,456$12.9M0.12%+24,99813F-HRTimelineGroup
Qube Research & Technologies Ltd113,187$12.9M0.02%+30,76513F-HRTimeline
CW Advisors, LLC105,574$12M0.14%new13F-HRTimeline
Orion Porfolio Solutions, LLC104,706$11.9M0.12%-386,48313F-HRTimeline
Orion Portfolio Solutions, LLC104,706$11.9M0.12%-386,48313F-HR/ATimeline
Systelligence, LLC96,174$10.9M2.63%-5,91313F-HRTimeline
Family Investment Center, Inc.95,809$10.9M2.66%+81,19313F-HRTimeline
Insight Wealth Strategies, LLC88,045$10M1.35%new13F-HRTimeline
Elevation Capital Advisory, LLC85,870$9.77M4.26%+74,78413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding78,261$8.9M+14,282Timeline
MONETA GROUP INVESTMENT ADVISORS LLC76,800$8.74M0.12%-1,66013F-HRTimeline
J.W. COLE ADVISORS, INC.76,231$8.67M0.27%+51,81813F-HRTimeline
MANCHESTER FINANCIAL INC75,315$8.57M1.93%+40,04413F-HRTimeline
Merit Financial Group, LLC74,839$8.51M0.13%+13,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.70,011$7.96M0.05%+2,68413F-HRTimeline
Financial Partners Group, Inc69,329$7.89M1.22%+66,13313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…68,967$7.85M0.32%+13,50013F-HRTimelineGroup
Financial Advocates Investment Manageme…64,832$7.38M0.52%+3,49813F-HRTimeline
FreeGulliver LLC64,369$7.32M3.71%+34,89713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC62,391$7.1M2.99%+21,92213F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding61,772$7.05M+3,614Timeline
Ausdal Financial Partners, Inc.61,606$7.01M0.53%-1,14313F-HRTimeline
Atlas Legacy Advisors, LLC58,481$6.91M1.76%-27613F-HRTimeline
LMG Wealth Partners, LLC60,083$6.84M1.52%+9,00213F-HRTimeline
Atria Wealth Solutions, Inc.59,976$6.82M0.08%-32,81113F-HRTimeline
Secure Asset Management, LLC56,626$6.44M1.3%new13F-HRTimeline
ProVise Management Group, LLC52,821$6.01M0.51%+2,51013F-HRTimeline
NewEdge Advisors, LLC49,504$5.63M0.03%-4,75513F-HRTimeline
B. Riley Wealth Advisors, Inc.49,162$5.59M0.17%-46,85313F-HRTimeline
MinichMacGregor Wealth Management, LLC49,161$5.59M1.25%-23,48713F-HRTimeline
Institute for Wealth Management, LLC.48,356$5.5M0.71%-23913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC47,936$5.45M0.34%+6,96013F-HRTimeline
Smith Anglin Financial, LLC45,723$5.2M0.55%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.43,717$4.97M0.14%-58013F-HRTimeline
Schorn Wealth LLC41,387$4.71M1.55%-1,21713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,871$4.65M0.02%-20,01213F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC40,819$4.64M0.54%+32,82913F-HRTimeline
INTEGRITY ALLIANCE, LLC.40,787$4.64M0.18%new13F-HRTimeline
Prime Capital Investment Advisors, LLC38,000$4.32M0.05%+2,12913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding37,884$4.31M-464Timeline
Redhawk Wealth Advisors, Inc.37,381$4.25M0.57%+28,59013F-HRTimeline
Ullmann Wealth Partners Group, LLC36,877$4.2M0.56%+3213F-HRTimeline
Belpointe Asset Management LLC33,638$3.83M0.2%+25,54713F-HRTimeline
Kovack Advisors, Inc.33,507$3.81M0.4%+8913F-HRTimeline
VestGen Advisors, LLC33,490$3.81M0.17%13F-HRTimeline
Kellett Wealth Advisors, LLC31,993$3.64M2.52%+1,69813F-HRTimeline
Symphony Financial Services, Inc.31,272$3.56M2.32%+5,55513F-HRTimeline
SMITH, MOORE & CO.31,002$3.53M0.33%-32213F-HRTimeline
VICUS CAPITAL30,018$3.41M0.32%+9,54913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC29,831$3.39M0.18%+5,37013F-HRTimeline
NWAM LLC29,806$3.39M0.29%+1,21413F-HRTimeline
AssuredPartners Investment Advisors, LLC29,260$3.33M0.64%+2,12513F-HRTimeline
Elm3 Financial Group, LLC29,068$3.31M2.91%+3,53413F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC28,228$3.21M1.83%+16,86513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,505$3.13M0.01%+25,02313F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …27,461$3.12M0.2%+6,75813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,961$3.07M<0.01%+23,15213F-HRTimelineGroup
Koshinski Asset Management, Inc.26,920$3.06M0.26%+23,76013F-HRTimeline
LOWERY THOMAS, LLC26,613$3.03M2.07%-1,56913F-HRTimeline
Prospera Financial Services Inc26,068$2.97M0.07%+16,12113F-HRTimeline
Scarborough Advisors, LLC25,392$2.89M0.41%-5,91013F-HRTimeline
Sculati Wealth Management, LLC24,783$2.82M1.14%+78113F-HRTimeline
New Millennium Group LLC24,501$2.79M1.83%+89313F-HRTimeline
Prostatis Group LLC24,270$2.76M0.87%+5,21713F-HRTimeline
Spectrum Wealth Advisory Group, LLC23,326$2.65M1.27%-16013F-HRTimeline
Fortune 45 LLC23,250$2.65M1.73%new13F-HRTimeline
Anson Capital, Inc.22,175$2.52M2.17%+2,05113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,643$2.46M0.03%-12313F-HRTimelineGroup
PCG Wealth Advisors, LLC21,549$2.45M0.86%+10,34413F-HRTimeline
Fortis Capital Advisors, LLC21,468$2.44M0.5%new13F-HRTimeline
Accel Wealth Management20,892$2.38M0.86%+5,79013F-HRTimeline
HighTower Advisors, LLC20,746$2.36M<0.01%-41,92613F-HRTimeline
PSI Advisors, LLC19,796$2.25M0.73%+1,75313F-HRTimeline
AE Wealth Management LLC19,507$2.22M0.02%+10,66413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,702$2.13M0.03%-9,36313F-HRTimelineGroup
Diversified Enterprises, LLC18,607$2.12M0.18%-9513F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …17,921$2.04M1.27%new13F-HRTimeline
Sigma Planning Corp17,894$2.04M0.06%+3,18113F-HRTimeline
MFA Wealth Services17,681$2.01M1.65%+7,33613F-HRTimeline
Southland Equity Partners LLC17,064$1.94M0.45%+44513F-HRTimeline
Verde Capital Management16,181$1.84M0.52%-30313F-HRTimeline
Atria Investments, Inc16,079$1.83M0.02%+20513F-HRTimeline
Certified Advisory Corp15,730$1.79M0.2%+52913F-HRTimeline
Vantage Financial Partners, LLC15,614$1.78M0.44%+77513F-HRTimeline
FMR LLCin group FMR LLC14,822$1.69M<0.01%+3,37713F-HRTimelineGroup
Savvy Advisors, Inc.14,650$1.67M0.17%+66913F-HRTimeline
Steward Partners Investment Advisory, L…14,402$1.64M0.01%+8,85513F-HRTimeline
Sovran Advisors, LLC14,611$1.6M0.21%-89313F-HRTimeline
Comprehensive Wealth Management, LLC14,072$1.6M1.11%+3,05413F-HRTimeline
Kingsview Wealth Management, LLC13,560$1.54M0.03%+5,77113F-HRTimeline
IHT Wealth Management, LLC13,549$1.54M0.05%+18613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,010$1.48M0.05%-88513F-HRTimeline
Veridan Wealth LLC12,848$1.46M0.66%+1,28013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,835$1.46M<0.01%+1,90513F-HRTimelineGroup
Fermata Advisors, LLC12,744$1.45M0.26%+9,50613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,463$1.42M<0.01%-14313F-HRTimelineGroup
Fortitude Family Office, LLC12,300$1.4M0.5%013F-HRTimeline
Sowell Financial Services LLC12,168$1.38M0.06%-45713F-HRTimeline
TruWealth Advisors, LLC12,048$1.37M0.08%new13F-HRTimeline
Vista Cima Wealth Management LLC11,703$1.33M1.43%-2,29813F-HR/ATimeline
GPM Growth Investors, Inc.11,635$1.32M0.58%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC11,512$1.31M<0.01%+54013F-HRTimelineGroup
Bison Wealth, LLC11,215$1.28M0.12%+9,15913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,101$1.26M0.1%+71713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,064$1.26M<0.01%+1,72013F-HRTimelineGroup
Western Wealth Management, LLC11,049$1.26M0.08%+6213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,794$1.23M0.02%-3,89213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,609$1.21M<0.01%-1,77113F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC10,477$1.19M0.11%+2,50813F-HR/ATimeline
HBW ADVISORY SERVICES LLC10,339$1.18M0.17%+1,28913F-HRTimeline
Valued Retirements, Inc.9,990$1.14M1.49%-5713F-HRTimeline
FLP Wealth Management, LLC9,955$1.13M3.6%+12113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,748$1.11M0.03%+1,56013F-HRTimelineGroup
JBR Co Financial Management Inc9,483$1.08M0.63%+1,91013F-HRTimeline
CIBC WORLD MARKET INC.9,352$1.06M<0.01%+61813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…9,348$1.06M0.41%-32913F-HRTimeline
Janney Montgomery Scott LLC9,331$1.06M<0.01%-1,54413F-HRTimeline
Commonwealth Financial Services, LLC9,264$1.05M0.22%-41,26513F-HRTimeline
Arkadios Wealth Advisors9,160$1.04M0.04%+56013F-HRTimeline
GeoWealth Management, LLC8,923$1.02M0.04%+62813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,697$989K0.02%-1,86413F-HRTimelineGroup
Faithward Advisors, LLC8,579$976K0.17%-1,99313F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC8,552$973K0.2%new13F-HRTimeline
SteelPeak Wealth, LLC8,338$949K0.04%-29,39913F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.8,326$947K0.46%+4,92913F-HRTimeline
Grandview Asset Management LLC8,308$945K0.36%new13F-HRTimeline
Valmark Advisers, Inc.8,278$942K0.01%-22913F-HRTimeline
Independent Wealth Network Inc.8,095$921K0.37%+89513F-HRTimeline
OxenFree Capital LLC8,622$919K0.7%-7013F-HRTimeline
MGO ONE SEVEN LLC7,917$901K0.03%+4,89413F-HRTimeline
GWN SECURITIES INC.7,406$899K0.05%-2,86113F-HRTimeline
Sound Income Strategies, LLC7,894$898K0.05%new13F-HRTimeline
Belvedere Trading LLC7,707$877K0.08%+5,87313F-HRTimeline
Gladstone Institutional Advisory LLC7,678$873K0.04%-52513F-HRTimeline
PFG Advisors7,406$843K0.05%+14513F-HRTimeline
Comprehensive Financial Planning, Inc./…7,369$838K0.82%-513F-HRTimeline
Armbruster Capital Management, Inc.6,959$792K0.16%013F-HRTimeline
Patten Group, Inc.6,694$762K0.17%+2813F-HRTimeline
Coppell Advisory Solutions LLC7,820$757K0.11%+6,29513F-HRTimeline
TFB Advisors LLC6,625$754K0.22%-60913F-HRTimeline
COMERICA BANK6,602$751K<0.01%+8513F-HRTimeline
Arete Wealth Advisors, LLC6,430$731K0.06%-213F-HRTimeline
Centerpoint Advisory Group6,233$709K0.7%-69313F-HRTimeline
Guardian Partners Inc.6,344$708K0.07%-24,34013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,213$707K<0.01%+23013F-HRTimelineGroup
Lion Street Advisors, LLC6,124$697K0.22%+2,28113F-HRTimeline
ACT WEALTH MANAGEMENT, LLC6,022$685K0.31%+1613F-HRTimeline
Jackson Wealth Management, LLC5,952$677K0.08%+46013F-HRTimeline
Financial Freedom, LLC5,771$656K0.38%+5,21413F-HRTimeline
Meridian Wealth Management, LLC5,568$633K0.03%-11,23813F-HRTimeline
Chicago Partners Investment Group LLC5,020$600K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC5,238$596K0.02%+67913F-HRTimeline
Swisher Financial Concepts, Inc.5,178$589K0.49%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,114$582K0.04%+1,61613F-HRTimeline
WORLD EQUITY GROUP, INC.4,934$562K0.16%-4,51113F-HRTimeline
Nemes Rush Group LLC4,904$558K0.07%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,827$549K<0.01%+4,08313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,798$546K0.02%-1,67313F-HRTimelineGroup
World Investment Advisors4,548$517K0.01%-7,66813F-HRTimeline
EPG Wealth Management LLC4,363$496K0.14%+913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,351$495K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,342$494K<0.01%-2,39013F-HR/ATimelineGroup
Mascagni Wealth Management, Inc.4,326$492K0.49%013F-HR/ATimeline
Ferguson Shapiro LLC4,279$487K0.18%-13713F-HRTimeline
Advisory Services Network, LLC4,245$483K0.01%-79313F-HRTimeline
Geneos Wealth Management Inc.4,142$471K0.01%-9,85013F-HRTimeline
MY Wealth Management Inc.4,077$464K0.45%+32513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,043$460K0.03%+57513F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,009$456K<0.01%+41713F-HRTimeline
Wealthspire Advisors, LLC3,980$453K<0.01%+89713F-HRTimeline