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Disclosery

XMMO INVESCO EXCHANGE TRADED FD T

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SHS (fund)

427 managers (432 13F filers) reported a position in XMMO shares at 2026-03-31, 30,856,618 shares in all. 56 filers opened a position and 31 filers sold out during the quarter.

Managers
427
13F filers
432
New
56
Added
198
Reduced
127
Sold out
31
Shares held by filers
30,856,618

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
LPL Financial LLC3,699,499$537M0.14%+226,82913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,998,519$290M0.02%+153,06813F-HRTimelineGroup
Cetera Investment Advisers1,367,490$198M0.21%+115,65513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,182,937$172M0.03%+124,19713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,165,549$169M0.1%+237,92013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,120,959$163M0.05%+283,91413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,061,925$154M+681,031Timeline
VANTAGEPOINT INVESTMENT ADVISERS LLC944,456$137M1.16%-143,68413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/785,643$114M0.01%+92,77013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC760,223$110M0.03%-42313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.745,103$108M0.16%+151,43913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP560,428$80.3M0.04%+142,23513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA372,930$54.1M0.01%+117,31613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC362,476$52.6M0.07%+42,27913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP355,954$51.6M0.05%-5,63713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC346,064$50.2M0.14%-37,28613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…343,675$49.8M0.91%-55,60113F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC322,634$46.8M7.08%+23313F-HRTimeline
UBS Group AGgroup of 2 filers holding316,196$45.9M+30,724Timeline
Cambridge Investment Research Advisors,…300,740$43.6M0.11%+57,46513F-HRTimeline
HighTower Advisors, LLC258,043$37.4M0.04%+6,37113F-HRTimeline
Clark Capital Management Group, Inc.217,335$31.5M0.19%new13F-HRTimeline
Oasis Advisors, LLC4,669,420$27.9M5.49%+4,522,72513F-HRTimeline
CWM, LLCin group CWM, LLC190,951$27.7M0.07%-81,82013F-HRTimelineGroup
Advance Capital Management, Inc.187,256$27.2M1.03%-10,37013F-HRTimeline
OLD NATIONAL BANCORP /IN/181,804$26.4M0.44%new13F-HRTimeline
Private Advisor Group, LLC170,297$24.7M0.12%+10,53413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC165,424$24M0.02%+3,37613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.167,728$23.2M0.15%+19,40813F-HRTimelineGroup
Davidson Capital Management Inc.139,553$20.2M3.67%-249,52813F-HRTimeline
Oxford Wealth Group, LLC137,941$20M10.93%-15,18013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC127,717$18.5M0.27%+58,09013F-HRTimelineGroup
Focus Financial Network, Inc.123,954$18M0.64%+4,39113F-HRTimeline
AssuredPartners Investment Advisors, LLC119,630$17.6M1.92%-11,25213F-HRTimeline
AFFINITY WEALTH LLC120,013$17.4M11.11%+8,53213F-HRTimeline
Modern Wealth Management, LLC111,128$16.4M0.28%-3,86613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding112,430$16.3M+15,518Timeline
Orion Porfolio Solutions, LLC107,134$15.5M0.13%-159,48713F-HRTimeline
Dala Group, LLC104,230$15.1M12.63%+59,94013F-HRTimeline
Financial Partners Group, Inc102,430$14.9M1.78%+1,57413F-HRTimeline
Peak Planning Group, LLC100,984$14.6M4.06%+11,32113F-HRTimeline
Family Investment Center, Inc.97,708$14.2M2.73%-5,25413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,944$14.2M0.03%-60,22313F-HRTimeline
MANCHESTER FINANCIAL INC94,402$13.7M2.63%-99213F-HRTimeline
Insight Wealth Strategies, LLC92,075$13.4M1.49%+1,01613F-HRTimeline
Integrated Wealth Concepts LLC83,425$12.1M0.1%+62,65913F-HRTimeline
Sound Income Strategies, LLC80,255$11.9M0.57%+13,33913F-HRTimeline
NewEdge Advisors, LLC78,283$11.4M0.04%+33,25613F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC77,753$11.3M0.02%+13,67413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC77,096$11.2M0.08%-14113F-HRTimeline
J.W. COLE ADVISORS, INC.76,827$11.1M0.38%-95113F-HRTimeline
FreeGulliver LLC74,628$10.8M4.56%+12,42713F-HRTimeline
World Investment Advisors67,490$9.79M0.16%+60,86813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding64,068$9.29M+22,993Timeline
Ausdal Financial Partners, Inc.63,722$9.24M0.41%+14,52113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC60,641$8.79M3.07%+2,52213F-HRTimeline
ProVise Management Group, LLC60,340$8.75M0.63%+1,47013F-HRTimeline
LMG Wealth Partners, LLC59,631$8.65M1.58%+65913F-HRTimeline
Atlas Legacy Advisors, LLC58,431$8.48M1.55%+1,64913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC58,104$8.43M0.5%+6,50713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding57,543$8.34M+321Timeline
Koshinski Asset Management, Inc.50,701$7.35M0.46%+1,81913F-HRTimeline
Independent Advisor Alliance47,476$6.88M0.07%+44,41413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC47,443$6.88M0.52%+6,01413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…47,085$6.83M0.22%-7,99913F-HRTimelineGroup
Institute for Wealth Management, LLC.46,531$6.75M0.72%-43013F-HRTimeline
Quattro Advisors LLC44,979$6.52M5.65%+27213F-HRTimeline
Sunrise Financial Services, LLC44,821$6.5M4.61%+44,78313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC49,970$6.43M2.76%-18,23713F-HRTimeline
Principle Wealth Partners LLC44,120$6.4M0.37%+5,34413F-HRTimeline
NWAM LLC43,626$6.33M0.36%+3,46713F-HRTimeline
RFG Advisory, LLC42,702$6.19M0.11%+13,12313F-HRTimeline
BLAIR WILLIAM & CO/IL42,641$6.18M0.02%-3,67313F-HRTimeline
Schorn Wealth LLC42,347$6.14M1.85%-25513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,453$6.01M0.01%-4,83413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC40,280$5.84M0.07%+98213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…40,086$5.81M0.12%+2,18513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40,000$5.8M<0.01%-70,00013F-HRTimelineGroup
Uniting Wealth Partners, LLC38,517$5.59M1.19%-16,96013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,852$5.49M0.24%+3,50813F-HRTimeline
Kellett Wealth Advisors, LLC37,215$5.4M2.93%+1,71713F-HRTimeline
Ullmann Wealth Partners Group, LLC36,262$5.26M0.55%-23313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding36,219$5.25M+9,347Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,709$5.04M0.05%+42013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers34,586$5.02M0.01%new13F-HRTimelineGroup
Symphony Financial Services, Inc.32,877$4.77M2.45%-2,76713F-HRTimeline
Prospera Financial Services Inc32,682$4.74M0.08%+1,27313F-HRTimeline
Chicago Partners Investment Group LLC29,232$4.61M0.1%+6,41313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC31,673$4.59M0.04%+10,81513F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC31,616$4.58M2.93%new13F-HRTimeline
SMITH, MOORE & CO.31,587$4.58M0.33%+15813F-HRTimeline
HBW ADVISORY SERVICES LLC30,176$4.38M0.46%+14313F-HRTimeline
Farther Finance Advisors, LLC29,526$4.36M0.04%-4,62113F-HRTimeline
Guilbault Capital LLC28,923$4.19M4.6%+1,41713F-HRTimeline
Kingsview Wealth Management, LLC28,918$4.19M0.06%+42013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV28,894$4.19M0.25%+1,00413F-HRTimeline
Kovack Advisors, Inc.28,133$4.15M0.22%-33,91213F-HRTimeline
Accel Wealth Management28,552$4.14M1.08%+3,77113F-HRTimeline
Nikulski Financial, Inc.28,388$4.12M1.02%+4,70113F-HRTimeline
Capital Developers, LLC27,231$3.95M3.56%+86513F-HRTimeline
TruWealth Advisors, LLC27,169$3.94M0.19%+27013F-HRTimeline
AE Wealth Management LLC26,733$3.88M0.02%+2,35413F-HRTimeline
LOWERY THOMAS, LLC26,508$3.84M2.2%+81913F-HRTimeline
Breakwater Capital Group26,284$3.81M0.51%+3,41513F-HRTimeline
VestGen Advisors, LLC22,694$3.78M0.11%-3,65113F-HRTimeline
ATX Financial Planning, LLC25,443$3.69M2.8%-1,10113F-HRTimeline
Elevation Capital Advisory, LLC24,996$3.62M1.54%-4,67513F-HRTimeline
Merit Financial Group, LLC24,976$3.62M0.03%-16313F-HRTimeline
VICUS CAPITAL24,850$3.6M0.26%-2,91913F-HRTimeline
Paller Financial Services Inc24,471$3.55M2.94%-52713F-HRTimeline
INTEGRITY ALLIANCE, LLC.24,450$3.55M0.13%-1,94613F-HRTimeline
Belpointe Asset Management LLC24,255$3.52M0.13%+3,36413F-HRTimeline
Geneos Wealth Management Inc.23,671$3.43M0.08%+6,95213F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC23,460$3.4M2.21%+3,14413F-HRTimeline
PSI Advisors, LLC23,416$3.4M0.81%+2,77413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …23,159$3.36M0.44%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,110$3.35M0.08%-7913F-HR/ATimeline
Lynch Investment Planning, LLC22,762$3.3M2.97%+75913F-HRTimeline
Arkadios Wealth Advisors22,324$3.24M0.05%-13,82713F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC22,302$3.23M1.89%+4,96913F-HRTimeline
Janney Montgomery Scott LLC21,974$3.19M0.01%-18,34013F-HRTimeline
Clear Creek Financial Management, LLC21,601$3.13M0.24%+9,60313F-HRTimeline
Elm3 Financial Group, LLC21,419$3.11M2.62%+113F-HRTimeline
Spectrum Wealth Advisory Group, LLC20,951$3.04M1.13%-80813F-HRTimeline
Anson Capital, Inc.20,946$3.04M2.08%-20513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,572$2.98M0.06%-3,68513F-HRTimelineGroup
Sigma Planning Corp20,465$2.97M0.08%-1,03813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD20,198$2.93M0.14%+7,05013F-HRTimeline
PCG Wealth Advisors, LLC20,168$2.92M0.74%+16013F-HRTimeline
Sovran Advisors, LLC18,192$2.91M0.23%+51413F-HRTimeline
Jupiter Wealth Management LLC17,300$2.91M1.15%+50013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/19,624$2.85M0.27%+3,09613F-HRTimeline
Sonoma Allocations LLC19,230$2.84M0.98%+6,83213F-HRTimeline
MATTERS CAPITAL LLC19,497$2.83M2.51%013F-HRTimeline
Southland Equity Partners LLC19,273$2.8M0.54%-6613F-HRTimeline
Argent Trust Co19,062$2.76M0.09%+12,64513F-HRTimeline
Vista Cima Wealth Management LLC18,494$2.68M2.65%+5,94013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,134$2.66M<0.01%+11,49813F-HR/ATimelineGroup
BNB Wealth Management, LLC18,244$2.65M1.7%+80613F-HRTimeline
Greenline Wealth Management LLC18,153$2.63M3.04%-1,69213F-HRTimeline
Steward Partners Investment Advisory, L…18,021$2.61M0.01%+5,48313F-HRTimeline
Diversified Enterprises, LLC17,668$2.56M0.14%-5413F-HRTimeline
Independent Wealth Network Inc.17,597$2.55M0.76%+6,06013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC16,127$2.53M1.09%-47513F-HRTimeline
Savvy Advisors, Inc.16,648$2.41M0.06%-13813F-HRTimeline
Refined Wealth Management16,354$2.37M1.5%new13F-HRTimeline
FMR LLCin group FMR LLC16,337$2.37M<0.01%+1,59813F-HRTimelineGroup
Atria Investments, Inc16,282$2.36M0.03%+7,47713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,024$2.32M<0.01%+10,81913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,882$2.3M<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,833$2.3M<0.01%-15913F-HRTimelineGroup
Monetary Solutions, Ltd15,737$2.28M2.21%+80313F-HRTimeline
IHT Wealth Management, LLC15,440$2.24M0.05%-16013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,508$2.24M0.13%+1,07513F-HR/ATimeline
Stillwater Private Wealth, LLC15,290$2.22M1.88%13F-HRTimeline
Certified Advisory Corp15,150$2.2M0.2%-59413F-HRTimeline
Summit Financial, LLC15,019$2.18M0.03%+13,40013F-HRTimeline
Verde Capital Management14,663$2.13M0.45%-13213F-HRTimeline
JHP Wealth Management, LLC14,221$2.06M1.97%+51113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,830$2.01M0.05%+11,75013F-HRTimelineGroup
SigFig Wealth Management, LLC13,207$1.92M0.06%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC13,068$1.9M<0.01%+2,16513F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC12,782$1.85M0.78%+93613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,688$1.84M<0.01%+6,65913F-HRTimelineGroup
Comprehensive Wealth Management, LLC12,392$1.8M0.91%+34713F-HRTimeline
Fortitude Family Office, LLC12,300$1.78M0.4%013F-HRTimeline
Redhawk Wealth Advisors, Inc.12,025$1.74M0.19%-14513F-HRTimeline
JBR Co Financial Management Inc12,523$1.73M0.73%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC11,729$1.7M0.18%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP11,514$1.67M0.09%-470,17013F-HRTimeline
Western Wealth Management, LLC11,476$1.66M0.06%-4213F-HR/ATimeline
Ethos Financial Group, LLC11,408$1.65M0.12%-43,22313F-HRTimeline
Traynor Capital Management, Inc.11,632$1.62M0.1%-41413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,004$1.6M0.07%+7,54013F-HRTimeline
SeaCrest Wealth Management, LLC10,959$1.59M0.17%+1,88913F-HRTimeline
Cornerstone Management, Inc.10,792$1.57M0.25%+213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,609$1.54M<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…10,552$1.53M1.06%+83813F-HRTimeline
Dynamic Advisor Solutions LLC10,547$1.53M0.05%-39313F-HRTimeline
HARBOUR INVESTMENTS, INC.10,487$1.52M0.02%-7,67113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,431$1.51M0.03%-12113F-HRTimelineGroup
OxenFree Capital LLC9,644$1.51M0.73%-1,10213F-HRTimeline
PFG Advisors10,361$1.5M0.07%+1,22113F-HRTimeline
UNIQUE WEALTH, LLC10,233$1.48M0.21%+8,21213F-HRTimeline
GPM Growth Investors, Inc.9,694$1.41M0.59%+10713F-HRTimeline
MGO ONE SEVEN LLC9,495$1.38M0.03%-1,22813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9,436$1.37M0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC9,226$1.34M0.18%-10713F-HRTimeline
MFA Wealth Services9,165$1.33M0.88%-1,72813F-HRTimeline
WORLD EQUITY GROUP, INC.8,894$1.29M0.33%-12213F-HRTimeline
Visionary Wealth Advisors8,834$1.28M0.06%-7,01913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …8,751$1.26M0.7%-79213F-HRTimeline
Valued Retirements, Inc.8,643$1.25M1.22%-1,52413F-HRTimeline
American Trust8,491$1.23M0.11%+62413F-HRTimeline
ADAPT WEALTH ADVISORS, LLC8,458$1.23M0.44%-2613F-HRTimeline
Tactive Advisors, LLC8,414$1.22M0.34%-6013F-HRTimeline
Commonwealth Financial Services, LLC8,125$1.18M0.19%013F-HRTimeline
Jackson Wealth Management, LLC8,079$1.17M0.12%+17113F-HRTimeline
Secure Asset Management, LLC7,936$1.15M0.18%-64,70613F-HRTimeline
Cannon Wealth Management Services, LLC7,911$1.15M0.78%+65413F-HRTimeline