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Disclosery

XMMO INVESCO EXCHANGE TRADED FD T

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SHS (fund)

348 managers (353 13F filers) reported a position in XMMO shares at 2025-06-30, 19,092,397 shares in all. 51 filers opened a position and 35 filers sold out during the quarter.

Managers
348
13F filers
353
New
51
Added
135
Reduced
115
Sold out
35
Shares held by filers
19,092,397

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC2,808,790$361M0.12%+123,68913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,674,090$215M0.01%-72,30813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN878,913$113M0.02%+2,92413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…707,440$91M0.07%-99,15113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC667,770$85.9M0.03%+31,94813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC650,232$83.7M0.02%-41,08613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/597,656$76.9M0.01%+42,01513F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV558,008$71.8M3.54%+282,19413F-HRTimeline
Cetera Investment Advisers546,873$70.3M0.12%+56,14713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP465,289$59.9M4%+2,62213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.453,697$58.4M0.1%+77,28513F-HR/ATimelineGroup
Davidson Capital Management Inc.389,462$50.1M12.03%+117,50613F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC317,585$40.9M6.53%-2,02613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP316,066$40.7M0.04%+12,86113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC307,733$39.6M0.05%+15,82313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding298,726$38.4M+69,317Timeline
CWM, LLCin group CWM, LLC273,609$35.2M0.12%-11,08513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP261,537$33.6M0.03%+57,30013F-HRTimelineGroup
UBS Group AGin group UBS Group AG244,617$31.5M0.01%-3,69913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA244,363$31.4M0.01%+33,83613F-HR/ATimelineGroup
Private Advisor Group, LLC231,259$29.7M0.16%+88,74513F-HRTimeline
MML INVESTORS SERVICES, LLC225,618$29M0.08%+77713F-HRTimeline
Cambridge Investment Research Advisors,…214,476$27.6M0.08%-1,05613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…205,967$26.5M0.59%-3,09213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…163,732$21.4M0.04%-43,16313F-HRTimeline
Foundations Investment Advisors, LLC163,585$21M0.33%+1,26613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC145,936$18.8M0.01%+2,25813F-HRTimelineGroup
Orion Porfolio Solutions, LLC133,371$17.2M0.15%+28,66513F-HR/ATimeline
AFFINITY WEALTH LLC128,318$16.5M14.06%+9,60813F-HRTimeline
Gimbal Financial122,141$15.7M9.65%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.121,320$15.6M0.13%+7,86413F-HRTimelineGroup
Focus Financial Network, Inc.119,851$15.4M0.61%+213F-HRTimeline
CW Advisors, LLC106,552$13.7M0.13%+97813F-HRTimeline
Financial Partners Group, Inc106,346$13.7M1.89%+37,01713F-HRTimeline
MANCHESTER FINANCIAL INC103,962$13.4M2.8%+28,64713F-HRTimeline
Family Investment Center, Inc.99,457$12.8M2.9%+3,64813F-HRTimeline
AssuredPartners Investment Advisors, LLC98,815$12.7M3.11%+69,55513F-HRTimeline
Qube Research & Technologies Ltd94,844$12.2M0.02%-18,34313F-HRTimeline
Insight Wealth Strategies, LLC89,549$11.5M1.46%+1,50413F-HRTimeline
Smith Anglin Financial, LLC87,802$11.3M1.02%+42,07913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding83,212$10.7M+4,951Timeline
J.W. COLE ADVISORS, INC.77,981$10M0.21%+1,75013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC76,881$9.89M0.12%+8113F-HRTimeline
HighTower Advisors, LLC76,373$9.82M0.01%+55,62713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.72,404$9.31M0.05%+2,39313F-HRTimeline
FreeGulliver LLC65,307$8.4M3.87%+93813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding63,415$8.16M+1,643Timeline
Secure Asset Management, LLC60,369$7.77M1.44%+3,74313F-HRTimeline
LMG Wealth Partners, LLC59,927$7.71M1.58%-15613F-HRTimeline
Atlas Legacy Advisors, LLC59,193$7.61M1.68%+71213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC58,251$7.49M2.82%-4,14013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding53,862$6.93M+15,978Timeline
ProVise Management Group, LLC52,351$6.73M0.53%-47013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…52,017$6.69M0.25%-16,95013F-HRTimelineGroup
Atria Wealth Solutions, Inc.51,555$6.65M0.15%-8,42113F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC51,004$6.56M1.39%+47,91313F-HR/ATimeline
Ausdal Financial Partners, Inc.48,554$6.25M0.42%-13,05213F-HRTimeline
Institute for Wealth Management, LLC.47,922$6.16M0.69%-43413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC47,040$6.05M0.42%-89613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP46,200$5.94M0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC45,809$5.89M0.03%-3,69513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC43,532$5.6M0.56%+2,71313F-HRTimeline
BLAIR WILLIAM & CO/IL41,797$5.38M0.01%+38,85113F-HRTimeline
B. Riley Wealth Advisors, Inc.41,644$5.36M0.26%-7,51813F-HRTimeline
VestGen Advisors, LLC40,489$5.21M0.21%+6,99913F-HRTimeline
Prime Capital Investment Advisors, LLC39,809$5.12M0.07%+1,80913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…39,122$5.03M0.01%new13F-HR/ATimelineGroup
Schorn Wealth LLC38,726$4.98M1.65%-2,66113F-HRTimeline
NWAM LLC36,857$4.81M0.28%+7,05113F-HR/ATimeline
Ullmann Wealth Partners Group, LLC36,907$4.75M0.56%+3013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC34,560$4.45M0.08%-214,29213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,405$4.43M0.02%-6,46613F-HRTimelineGroup
Kellett Wealth Advisors, LLC34,019$4.38M2.85%+2,02613F-HRTimeline
VICUS CAPITAL33,680$4.33M0.36%+3,66213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,177$4.27M0.05%+11,53413F-HRTimelineGroup
Symphony Financial Services, Inc.32,521$4.18M2.5%+1,24913F-HRTimeline
Merit Financial Group, LLC31,941$4.11M0.05%-42,89813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC30,701$3.95M0.19%+87013F-HRTimeline
SMITH, MOORE & CO.29,817$3.84M0.32%-1,18513F-HRTimeline
Koshinski Asset Management, Inc.29,653$3.81M0.29%+2,73313F-HRTimeline
Kovack Advisors, Inc.29,181$3.75M0.37%-4,32613F-HRTimeline
Prospera Financial Services Inc28,964$3.73M0.07%+2,89613F-HRTimeline
HBW ADVISORY SERVICES LLC28,278$3.64M0.45%+17,93913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,884$3.59M0.01%new13F-HRTimelineGroup
Atria Investments, Inc27,574$3.55M0.04%+11,49513F-HRTimeline
Elm3 Financial Group, LLC26,394$3.4M2.82%-2,67413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,228$3.37M0.08%+16,48013F-HRTimelineGroup
New Millennium Group LLC24,446$3.14M1.74%-5513F-HRTimeline
LOWERY THOMAS, LLC24,142$3.11M1.99%-2,47113F-HRTimeline
Spectrum Wealth Advisory Group, LLC23,284$3M1.39%-4213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,666$2.92M0.08%+9,65613F-HRTimeline
Sound Income Strategies, LLC22,304$2.87M0.16%+14,41013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding21,885$2.81M-5,576Timeline
Accel Wealth Management21,579$2.78M0.93%+68713F-HRTimeline
Anson Capital, Inc.21,522$2.77M2.23%-65313F-HRTimeline
AE Wealth Management LLC21,189$2.73M0.02%+1,68213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,721$2.67M0.02%+2,01913F-HRTimelineGroup
Arete Wealth Advisors, LLC19,570$2.52M0.18%+13,14013F-HRTimeline
Prostatis Group LLC19,566$2.52M0.72%-4,70413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19,506$2.51M0.18%+8,40513F-HRTimeline
Sigma Planning Corp19,466$2.5M0.08%+1,57213F-HRTimeline
MFA Wealth Services18,716$2.41M1.81%+1,03513F-HRTimeline
TRUE Private Wealth Advisors18,571$2.39M0.27%new13F-HRTimeline
Diversified Enterprises, LLC18,286$2.35M0.18%-32113F-HRTimeline
HARBOUR INVESTMENTS, INC.17,753$2.28M0.06%-25,96413F-HRTimeline
Southland Equity Partners LLC17,662$2.27M0.5%+59813F-HRTimeline
Bison Wealth, LLC17,033$2.2M0.17%+5,81813F-HRTimeline
Vantage Financial Partners, LLC17,046$2.19M0.51%+1,43213F-HRTimeline
Jupiter Wealth Management LLC16,050$2.12M1.07%new13F-HRTimeline
Kingsview Wealth Management, LLC16,302$2.1M0.04%+2,74213F-HRTimeline
CENTRAL TRUST Co16,000$2.06M0.05%new13F-HRTimeline
Certified Advisory Corp15,881$2.04M0.21%+15113F-HRTimeline
Verde Capital Management15,838$2.04M0.5%-34313F-HRTimeline
TruWealth Advisors, LLC15,436$1.99M0.11%+3,38813F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,392$1.98M0.11%-25,39513F-HRTimeline
Steward Partners Investment Advisory, L…15,352$1.97M0.02%+95013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …15,339$1.97M1.15%-2,58213F-HRTimeline
Belpointe Asset Management LLC14,991$1.93M0.08%-18,64713F-HRTimeline
WIN ADVISORS, INC14,874$1.91M0.92%new13F-HRTimeline
Savvy Advisors, Inc.14,814$1.91M0.13%+16413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,036$1.81M<0.01%+1,20113F-HRTimelineGroup
FMR LLCin group FMR LLC14,019$1.8M<0.01%-80313F-HRTimelineGroup
Financial Advocates Investment Manageme…13,392$1.72M0.14%-51,44013F-HRTimeline
Redhawk Wealth Advisors, Inc.13,088$1.68M0.21%-24,29313F-HRTimeline
Sowell Financial Services LLC12,983$1.67M0.07%+81513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,899$1.66M0.04%new13F-HRTimelineGroup
Elevation Capital Advisory, LLC12,746$1.64M0.66%-73,12413F-HRTimeline
Brookwood Investment Group LLC12,739$1.64M0.26%+9,82013F-HRTimeline
IHT Wealth Management, LLC12,739$1.64M0.05%-81013F-HRTimeline
Fortitude Family Office, LLC12,300$1.58M0.52%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC12,155$1.56M0.12%new13F-HRTimeline
Cornerstone Management, Inc.12,091$1.56M0.27%new13F-HRTimeline
Vista Cima Wealth Management LLC11,851$1.52M1.43%+14813F-HRTimeline
Sovran Advisors, LLC11,785$1.52M0.16%-2,82613F-HRTimeline
GPM Growth Investors, Inc.11,693$1.5M0.6%+5813F-HRTimeline
Western Wealth Management, LLC11,059$1.42M0.08%+1013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,609$1.36M<0.01%013F-HRTimelineGroup
Sculati Wealth Management, LLC10,565$1.36M0.51%-14,21813F-HRTimeline
JBR Co Financial Management Inc10,397$1.34M0.66%+91413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,265$1.32M0.02%-52913F-HRTimelineGroup
Integrated Wealth Concepts LLC10,084$1.3M0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC9,912$1.27M<0.01%-1,60013F-HRTimelineGroup
Valued Retirements, Inc.9,738$1.25M1.41%-25213F-HRTimeline
Comprehensive Financial Planning, Inc./…9,322$1.2M0.94%+1,95313F-HRTimeline
Arkadios Wealth Advisors9,221$1.19M0.04%+6113F-HRTimeline
Journey Advisory Group, LLC9,204$1.18M0.09%+7,07013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/9,116$1.17M0.13%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,788$1.13M0.09%-1,68913F-HRTimeline
Independent Wealth Network Inc.8,644$1.11M0.4%+54913F-HRTimeline
OxenFree Capital LLC8,620$1.11M0.68%-213F-HRTimeline
Faithward Advisors, LLC8,612$1.11M0.17%+3313F-HRTimeline
Commonwealth Financial Services, LLC8,605$1.11M0.21%-65913F-HRTimeline
CIBC WORLD MARKET INC.8,603$1.11M<0.01%-74913F-HRTimeline
TUDOR INVESTMENT CORP ET AL8,578$1.1M0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,549$1.1M0.02%-14813F-HRTimelineGroup
Janney Montgomery Scott LLC8,492$1.09M<0.01%-83913F-HRTimeline
Comprehensive Wealth Management, LLC8,414$1.08M0.87%-5,65813F-HRTimeline
Valmark Advisers, Inc.8,263$1.06M0.01%-1513F-HRTimeline
American Trust8,255$1.06M0.1%new13F-HRTimeline
Grandview Asset Management LLC8,114$1.04M0.33%-19413F-HRTimeline
Dynamic Advisor Solutions LLC8,097$1.04M0.03%+2,85913F-HRTimeline
Tactive Advisors, LLC8,083$1.04M0.34%13F-HRTimeline
Guardian Partners Inc.7,938$1.03M0.09%+1,59413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,708$991K<0.01%-4,75513F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC7,667$986K0.19%-88513F-HRTimeline
WORLD EQUITY GROUP, INC.7,584$976K0.27%+2,65013F-HRTimeline
MGO ONE SEVEN LLC7,512$966K0.03%-40513F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC7,388$950K0.64%new13F-HRTimeline
COMERICA BANK7,124$916K<0.01%+52213F-HRTimeline
Armbruster Capital Management, Inc.6,959$895K0.16%013F-HRTimeline
Breakwater Capital Group6,877$885K0.14%+3,70313F-HRTimeline
Global Retirement Partners, LLC6,876$884K0.02%13F-HRTimeline
Chicago Partners Investment Group LLC6,542$857K0.02%+1,52213F-HRTimeline
TFB Advisors LLC6,523$839K0.22%-10213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,504$837K0.02%new13F-HRTimelineGroup
PFG Advisors6,475$833K0.04%-93113F-HRTimeline
Patten Group, Inc.6,418$826K0.17%-27613F-HRTimeline
Centerpoint Advisory Group6,406$824K0.71%+17313F-HRTimeline
ACT WEALTH MANAGEMENT, LLC6,397$823K0.35%+37513F-HRTimeline
Clear Creek Financial Management, LLC6,396$823K0.08%new13F-HRTimeline
Financial Freedom, LLC6,351$817K0.44%+58013F-HRTimeline
Jackson Wealth Management, LLC6,107$786K0.09%+15513F-HRTimeline
SeaCrest Wealth Management, LLC5,994$771K0.08%+3,41513F-HRTimeline
Swisher Financial Concepts, Inc.5,992$771K0.5%+81413F-HRTimeline
TBH Global Asset Management, LLC6,603$753K0.16%+4,37513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,627$724K<0.01%-58613F-HRTimelineGroup
Gladstone Institutional Advisory LLC5,583$718K0.03%-2,09513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,576$717K<0.01%-5,48813F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.5,377$692K0.36%-2,94913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,152$663K0.03%+1,10913F-HRTimelineGroup
Farther Finance Advisors, LLC5,059$651K0.01%+2,86113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,053$650K0.02%+25513F-HRTimelineGroup
Maridea Wealth Management LLC4,872$627K0.16%new13F-HRTimeline
Mascagni Wealth Management, Inc.4,864$626K0.53%+53813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,800$617K<0.01%new13F-HRTimeline
HRT FINANCIAL LP4,719$607K<0.01%+1,30013F-HRTimeline
GTS SECURITIES LLC4,647$598K0.03%new13F-HRTimeline
World Investment Advisors4,627$595K0.01%+7913F-HRTimeline
TAGStone Capital, Inc.4,351$566K0.23%+2,24513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,402$566K0.2%-4,94613F-HRTimeline