Skip to content
Disclosery

XMMO INVESCO EXCHANGE TRADED FD T

Follow

SHS (fund)

403 managers (410 13F filers) reported a position in XMMO shares at 2025-12-31, 24,377,329 shares in all. 46 filers opened a position and 17 filers sold out during the quarter.

Managers
403
13F filers
410
New
46
Added
171
Reduced
110
Sold out
17
Shares held by filers
24,377,329

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 LLC3,472,670$481M0.13%+355,61413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,845,451$256M0.02%-13,81713F-HR/ATimelineGroup
Cetera Investment Advisers1,251,835$173M0.19%+127,09013F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC1,088,140$151M1.21%-109,77613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,058,740$147M0.03%+125,89813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…927,629$128M0.08%+76,53213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC837,045$116M0.04%+103,83913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC760,646$105M0.02%+87,67913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/692,873$95.9M0.01%+50,13213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.593,664$82.2M0.12%+48,53413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP481,684$66.7M3.74%+11,62113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP418,193$57.9M0.04%+60,49313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…399,276$55.3M1.06%+188,11113F-HRTimelineGroup
Davidson Capital Management Inc.389,081$53.9M11.66%-913F-HRTimeline
MML INVESTORS SERVICES, LLC383,350$53.1M0.13%+43,79913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding380,894$52.7M+3,025Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP361,591$50.1M0.05%+33,00613F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC322,401$44.6M6.35%+2,77313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC320,197$44.3M0.06%-31,15613F-HRTimeline
UBS Group AGgroup of 2 filers holding285,472$39.5M+25,832Timeline
CWM, LLCin group CWM, LLC272,771$37.8M0.1%-3,37513F-HRTimelineGroup
Orion Porfolio Solutions, LLC266,621$36.9M0.27%+120,21213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255,614$35.4M0.01%+31,42113F-HRTimelineGroup
HighTower Advisors, LLC251,672$34.8M0.04%+196,18813F-HRTimeline
Cambridge Investment Research Advisors,…243,275$33.7M0.09%+13,70413F-HRTimeline
Advance Capital Management, Inc.197,626$27.4M1.16%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC162,048$22.4M0.02%+9,50613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…156,167$22.3M0.03%+2,16813F-HRTimeline
Private Advisor Group, LLC159,763$22.1M0.1%-19,19113F-HRTimeline
Oxford Wealth Group, LLC153,121$21.2M10.31%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.148,320$20.5M0.14%+8,19813F-HRTimelineGroup
Oasis Advisors, LLC146,695$20.3M10.76%13F-HRTimeline
AssuredPartners Investment Advisors, LLC130,882$18.1M2.7%+23,80513F-HRTimeline
Focus Financial Network, Inc.119,563$16.6M0.58%-1,46013F-HRTimeline
Modern Wealth Management, LLC114,994$15.9M0.29%new13F-HRTimeline
AFFINITY WEALTH LLC111,481$15.4M10.56%+8,94313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS110,000$15.2M0.01%+40,00013F-HRTimelineGroup
Family Investment Center, Inc.102,962$14.3M2.88%+38913F-HRTimeline
Financial Partners Group, Inc100,856$14.1M1.64%-10,04713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding96,912$13.4M+3,158Timeline
MANCHESTER FINANCIAL INC95,394$13.2M2.47%+2,54313F-HRTimeline
Insight Wealth Strategies, LLC91,059$12.6M1.45%+1,36213F-HRTimeline
Peak Planning Group, LLC89,663$12.4M3.48%new13F-HRTimeline
J.W. COLE ADVISORS, INC.77,778$10.7M0.26%+21513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC77,237$10.7M0.08%+28313F-HRTimeline
Secure Asset Management, LLC72,642$10.1M1.58%+7,75313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,627$9.64M0.15%+6,27913F-HRTimelineGroup
Sound Income Strategies, LLC66,916$9.58M0.45%+27,02413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC68,207$9.44M2.75%+6,98413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC64,079$8.87M0.01%+2,86013F-HRTimelineGroup
FreeGulliver LLC62,201$8.61M3.85%-5,59513F-HRTimeline
Kovack Advisors, Inc.62,045$8.59M0.41%+3,58913F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC61,102$8.46M0.15%+53,70813F-HR/ATimeline
LMG Wealth Partners, LLC58,972$8.17M1.52%-1,98213F-HRTimeline
ProVise Management Group, LLC58,870$8.15M0.58%+2,68313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC58,119$8.05M2.92%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding57,222$7.92M+2,104Timeline
Atlas Legacy Advisors, LLC56,782$7.86M1.38%+2,01913F-HRTimeline
Uniting Wealth Partners, LLC55,477$7.68M2.35%+3,36013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…55,084$7.63M0.25%+1,24513F-HRTimelineGroup
Ethos Financial Group, LLC54,631$7.56M0.56%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC51,597$7.14M0.42%+1,74813F-HRTimeline
Ausdal Financial Partners, Inc.49,201$6.81M0.32%-61113F-HRTimeline
Koshinski Asset Management, Inc.48,882$6.77M0.44%+4,78613F-HRTimeline
Institute for Wealth Management, LLC.46,961$6.5M0.69%-94313F-HRTimeline
BLAIR WILLIAM & CO/IL46,314$6.41M0.02%+4513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,287$6.41M0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC45,027$6.23M0.02%+1,09413F-HRTimeline
Quattro Advisors LLC44,707$6.19M4.95%13F-HRTimeline
Dala Group, LLC44,290$6.13M5.31%13F-HRTimeline
Guardian Asset Advisors, LLC43,619$6.04M3.14%+1,06113F-HRTimeline
Schorn Wealth LLC42,602$5.9M1.79%+56013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC41,429$5.74M0.46%+2,14713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding41,075$5.69M+2,589Timeline
NWAM LLC40,159$5.68M0.32%+2,92613F-HRTimeline
Janney Montgomery Scott LLC40,314$5.58M0.01%-2,48613F-HRTimeline
Prime Capital Investment Advisors, LLC39,298$5.44M0.07%+26813F-HRTimeline
Principle Wealth Partners LLC38,776$5.37M0.3%+24,50713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…37,901$5.25M0.11%+6,00613F-HRTimelineGroup
Arkadios Wealth Advisors36,151$5.01M0.1%+26,92413F-HRTimeline
Ullmann Wealth Partners Group, LLC36,495$4.96M0.52%-43313F-HRTimeline
Symphony Financial Services, Inc.35,644$4.94M2.53%-3913F-HRTimeline
Kellett Wealth Advisors, LLC35,498$4.92M2.81%+86213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC34,344$4.76M0.22%+1,33713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,289$4.75M0.05%+35213F-HRTimelineGroup
Farther Finance Advisors, LLC34,147$4.73M0.05%+18,66913F-HRTimeline
SMITH, MOORE & CO.31,429$4.35M0.33%+99413F-HRTimeline
Prospera Financial Services Inc31,409$4.35M0.07%-66713F-HRTimeline
HBW ADVISORY SERVICES LLC30,033$4.16M0.45%+81713F-HRTimeline
Elevation Capital Advisory, LLC29,671$4.11M1.68%+18,37813F-HRTimeline
RFG Advisory, LLC29,579$4.1M0.08%+2,38013F-HRTimeline
Kingsview Wealth Management, LLC28,498$3.95M0.06%-1,61213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV27,890$3.86M0.24%+2,36513F-HRTimeline
VICUS CAPITAL27,769$3.84M0.29%-5,13613F-HRTimeline
Guilbault Capital LLC27,506$3.81M4.26%13F-HRTimeline
Arete Wealth Advisors, LLC26,942$3.73M0.26%+3,31013F-HR/ATimeline
TruWealth Advisors, LLC26,899$3.72M0.18%+87813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,872$3.72M-2,417Timeline
Transcendent Capital Group LLC26,818$3.71M1.68%new13F-HRTimeline
ATX Financial Planning, LLC26,544$3.68M2.83%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.26,396$3.65M0.13%+5,29813F-HRTimeline
Capital Developers, LLC26,366$3.65M3.27%13F-HRTimeline
VestGen Advisors, LLC26,345$3.65M0.16%-25,06913F-HRTimeline
LOWERY THOMAS, LLC25,689$3.56M2.01%+21513F-HRTimeline
Merit Financial Group, LLC25,139$3.48M0.03%-4,29113F-HRTimeline
Paller Financial Services Inc24,998$3.46M2.77%13F-HRTimeline
Accel Wealth Management24,781$3.43M0.94%+2,48213F-HRTimeline
AE Wealth Management LLC24,379$3.38M0.02%+1,75813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,257$3.36M0.07%+87913F-HRTimelineGroup
Nikulski Financial, Inc.23,687$3.28M0.78%+18,49113F-HRTimeline
Chicago Partners Investment Group LLC22,819$3.23M0.08%+9,05613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,189$3.21M0.07%-1,69013F-HRTimeline
Breakwater Capital Group22,869$3.17M0.44%+13,13513F-HRTimeline
Lynch Investment Planning, LLC22,003$3.05M2.92%13F-HRTimeline
Spectrum Wealth Advisory Group, LLC21,759$3.01M1.11%-1,22713F-HRTimeline
Sigma Planning Corp21,503$2.98M0.08%+1,29213F-HRTimeline
Elm3 Financial Group, LLC21,418$2.97M2.46%-2,87313F-HRTimeline
Anson Capital, Inc.21,151$2.93M2.13%-89113F-HRTimeline
Belpointe Asset Management LLC20,891$2.89M0.1%+6,09813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,858$2.89M0.02%+2,10713F-HRTimelineGroup
Integrated Wealth Concepts LLC20,766$2.88M0.03%-2,22013F-HRTimeline
PSI Advisors, LLC20,642$2.86M0.72%-35913F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC20,316$2.81M2%13F-HRTimeline
PCG Wealth Advisors, LLC20,008$2.77M0.78%-2,74013F-HRTimeline
Greenline Wealth Management LLC19,845$2.75M2.84%13F-HRTimeline
Brookwood Investment Group LLC19,716$2.73M0.33%-12113F-HRTimeline
MATTERS CAPITAL LLC19,497$2.7M2.21%13F-HRTimeline
Southland Equity Partners LLC19,339$2.68M0.53%+45813F-HRTimeline
New Millennium Group LLC18,648$2.58M1.12%-67413F-HRTimeline
Sovran Advisors, LLC17,678$2.55M0.22%+6,28813F-HRTimeline
HARBOUR INVESTMENTS, INC.18,158$2.51M0.05%-38713F-HRTimeline
Diversified Enterprises, LLC17,722$2.45M0.15%-33413F-HRTimeline
Jupiter Wealth Management LLC16,800$2.44M1.08%013F-HRTimeline
BNB Wealth Management, LLC17,438$2.41M1.56%13F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC17,333$2.4M1.45%13F-HRTimeline
Savvy Advisors, Inc.16,786$2.32M0.08%+1,04013F-HRTimeline
Geneos Wealth Management Inc.16,719$2.31M0.06%+14,37313F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC16,602$2.3M1.03%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/16,528$2.29M0.23%+3,23413F-HRTimeline
Meridian Wealth Management, LLC16,417$2.27M0.08%-23113F-HRTimeline
Vantage Financial Partners, LLC16,136$2.23M0.45%-41313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,992$2.21M<0.01%+1,53413F-HRTimelineGroup
Visionary Wealth Advisors15,853$2.2M0.1%-21813F-HRTimeline
Certified Advisory Corp15,744$2.18M0.2%-14813F-HRTimeline
IHT Wealth Management, LLC15,600$2.16M0.05%-1,49513F-HRTimeline
Monetary Solutions, Ltd14,934$2.07M2.04%13F-HRTimeline
Verde Capital Management14,795$2.05M0.44%-29313F-HRTimeline
FMR LLCin group FMR LLC14,739$2.04M<0.01%+2,11213F-HRTimelineGroup
JHP Wealth Management, LLC13,710$1.9M1.84%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,433$1.86M0.11%+1,14113F-HRTimeline
Qube Research & Technologies Ltd13,318$1.84M<0.01%-38,11513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD13,148$1.82M0.09%new13F-HRTimeline
Sonoma Allocations LLC12,398$1.75M0.58%+41613F-HRTimeline
Vista Cima Wealth Management LLC12,554$1.74M1.45%-6013F-HRTimeline
Steward Partners Investment Advisory, L…12,538$1.74M0.01%+50513F-HRTimeline
JBR Co Financial Management Inc12,523$1.73M0.73%-3,38113F-HRTimeline
Fortitude Family Office, LLC12,300$1.7M0.4%013F-HRTimeline
IFG Advisory, LLC12,263$1.7M0.07%+2,74613F-HRTimeline
Redhawk Wealth Advisors, Inc.12,170$1.69M0.19%-68913F-HRTimeline
Traynor Capital Management, Inc.12,046$1.67M0.09%-59613F-HRTimeline
Comprehensive Wealth Management, LLC12,045$1.67M0.98%+1,19013F-HRTimeline
Clear Creek Financial Management, LLC11,998$1.66M0.14%+1,42413F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC11,846$1.64M0.69%+5,84113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,845$1.64M0.02%+8613F-HRTimelineGroup
Independent Wealth Network Inc.11,537$1.6M0.49%+1,72013F-HRTimeline
Western Wealth Management, LLC11,518$1.59M0.07%+40213F-HRTimeline
Journey Advisory Group, LLC11,336$1.57M0.13%+1,32013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,027$1.53M<0.01%-3,05613F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,940$1.51M0.05%-1,02313F-HRTimeline
Mariner, LLCin group Mariner, LLC10,903$1.51M<0.01%+36313F-HRTimelineGroup
MFA Wealth Services10,893$1.51M1.02%-10113F-HRTimeline
Cornerstone Management, Inc.10,790$1.49M0.24%-1,30413F-HRTimeline
OxenFree Capital LLC10,746$1.49M0.78%+1,76313F-HRTimeline
MGO ONE SEVEN LLC10,723$1.48M0.03%-43313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,609$1.47M<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC10,552$1.46M0.03%+2,03413F-HRTimelineGroup
Valued Retirements, Inc.10,167$1.41M1.38%+42913F-HRTimeline
Comprehensive Financial Planning, Inc./…9,714$1.35M0.89%+13913F-HRTimeline
GPM Growth Investors, Inc.9,587$1.33M0.52%-2,06013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …9,543$1.32M0.72%-7,05613F-HRTimeline
Fortis Capital Advisors, LLC9,333$1.29M0.19%+6,12813F-HRTimeline
SeaCrest Wealth Management, LLC9,070$1.29M0.13%+64413F-HRTimeline
PFG Advisors9,140$1.27M0.06%+88813F-HRTimeline
WORLD EQUITY GROUP, INC.9,016$1.25M0.35%+12813F-HRTimeline
Atria Investments, Inc8,805$1.22M0.01%+12513F-HRTimeline
Global Retirement Partners, LLC8,670$1.2M0.02%-92613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC8,484$1.17M0.4%+53713F-HRTimeline
Tactive Advisors, LLC8,474$1.17M0.34%+9813F-HRTimeline
Commonwealth Financial Services, LLC8,125$1.12M0.19%-113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,967$1.1M<0.01%new13F-HRTimelineGroup
Jackson Wealth Management, LLC7,908$1.09M0.11%+1,53813F-HRTimeline
American Trust7,867$1.09M0.09%-51313F-HRTimeline
CARLSON FINANCIAL, INC.7,678$1.06M0.62%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,636$1.06M<0.01%+1,08913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC7,573$1.05M0.05%-59913F-HRTimeline
Cannon Wealth Management Services, LLC7,257$1M0.71%+5,32213F-HRTimeline
Colonial River Investments, LLC7,219$1000K0.36%-17513F-HRTimeline
Mascagni Wealth Management, Inc.7,128$987K0.74%+94913F-HRTimeline
Centerpoint Advisory Group7,001$969K0.75%+4013F-HRTimeline
CIBC WORLD MARKET INC.6,990$968K<0.01%+37513F-HRTimeline