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Disclosery

XMVM INVESCO EXCHANGE TRADED FD T

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S&P MDCP VLU MNT (fund)

102 managers (102 13F filers) reported a position in XMVM shares at 2026-06-30, 4,434,067 shares in all. 17 filers opened a position and 9 filers sold out during the quarter.

Managers
102
13F filers
102
New
17
Added
41
Reduced
24
Sold out
9
Shares held by filers
4,434,067

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/630,521$44.7M<0.01%+64,33013F-HRTimelineGroup
LPL Financial LLC624,819$44.3M0.01%+13,21813F-HRTimeline
Avior Wealth Management, LLC409,737$29.1M0.76%-115,97413F-HRTimeline
Foundations Investment Advisors, LLC286,584$20.3M0.21%+4,38613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC282,185$20M0.01%+42,95913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC268,115$19M<0.01%+74,57113F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.230,965$16.4M2.74%+14,18413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY229,287$16.3M<0.01%+42,23113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…177,881$12.6M0.01%+16,51613F-HRTimelineGroup
Cetera Investment Advisers92,254$6.54M0.01%+19,55613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,667$5.37M<0.01%-53413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,662$4.8M0.01%+4,48413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC64,207$4.55M0.09%-9,41513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.59,209$4.2M0.03%+11,91213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP55,906$4M<0.01%+18,22213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS53,660$3.81M0.01%-2,80213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,580$3.52M<0.01%+6,04413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,118$3.27M0.01%+41713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,787$3.25M<0.01%+68713F-HRTimelineGroup
Sovran Advisors, LLC39,807$2.99M0.22%+27,14713F-HRTimeline
WESCAP Management Group, Inc.39,904$2.83M0.53%+15,10613F-HRTimeline
Cambridge Investment Research Advisors,…35,789$2.54M0.01%-1,50413F-HR/ATimeline
Everest Financial Group LLC35,072$2.49M0.34%-18213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP30,247$2.15M0.1%-79313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,031$1.99M<0.01%-42,19913F-HRTimeline
Ausdal Financial Partners, Inc.27,699$1.96M0.08%+10,63813F-HRTimeline
ROMAN BUTLER FULLERTON & CO24,819$1.79M0.43%+1113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,723$1.68M<0.01%+39713F-HRTimelineGroup
Sanctuary Advisors, LLC23,611$1.67M0.01%013F-HRTimeline
USAdvisors Wealth Management, LLC22,543$1.6M0.46%+16,76413F-HRTimeline
MML INVESTORS SERVICES, LLC19,661$1.39M<0.01%+6,38813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,493$1.31M<0.01%+10,62013F-HRTimelineGroup
Breakwater Capital Group17,827$1.26M0.15%-15613F-HRTimeline
Solutions 4 Wealth, Ltd17,419$1.24M1.59%+3,26013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,992$992K0.05%-36513F-HRTimeline
Betterment LLC13,060$926K<0.01%+2,50613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,000$921K<0.01%new13F-HRTimelineGroup
LexAurum Advisors, LLC12,497$886K0.1%+2,91313F-HRTimeline
Wealth Enhancement Trust Services, Inc.11,914$845K0.09%new13F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP10,300$730K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.9,385$666K0.06%+213F-HRTimeline
National Wealth Management Group, LLC9,332$662K0.2%-18413F-HRTimeline
Armbruster Capital Management, Inc.8,749$620K0.09%013F-HRTimeline
J.M. Arbour, LLC8,682$616K0.53%-9413F-HRTimeline
Key Client Fiduciary Advisors, LLC8,620$611K0.18%+1,86013F-HRTimeline
Waverly Advisors, LLC8,136$577K<0.01%-21713F-HRTimeline
Cornerstone Wealth Management, LLC7,167$508K0.02%+15013F-HRTimeline
GUIDANCE CAPITAL, INC6,847$506K0.11%-2,08713F-HRTimeline
Pacific Sun Financial Corp6,683$474K0.2%+16013F-HRTimeline
Sigma Planning Corp6,608$469K0.01%-6913F-HRTimeline
Keating Financial Advisory Services, In…6,442$457K0.06%+30813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,275$445K0.01%+76513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…5,917$420K0.22%+2713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,858$415K0.01%-56813F-HRTimelineGroup
Independent Advisor Alliance5,718$406K0.01%013F-HRTimeline
MONECO ADVISORS, LLC5,537$393K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC5,274$374K<0.01%+48813F-HRTimeline
CARLSON FINANCIAL, INC.5,025$356K0.18%+4113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,164$295K<0.01%-4,10013F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,900$277K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,771$267K0.01%-12813F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC3,645$259K0.02%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,507$249K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC3,361$238K0.02%-80113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,339$237K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,331$236K<0.01%new13F-HRTimelineGroup
Schrum Private Wealth Management LLC4,500$232K0.24%new13F-HRTimeline
Westover Capital Advisors, LLC3,269$232K0.04%-6313F-HRTimeline
Provident Living Financial Services, In…3,236$230K0.23%new13F-HRTimeline
RFG Advisory, LLC3,233$229K<0.01%-3413F-HRTimeline
Private Advisor Group, LLC3,180$226K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,075$218K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,010$214K<0.01%+37913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,972$211K<0.01%-17813F-HRTimelineGroup
SHP Wealth Management2,943$209K0.01%+28913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,926$208K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC1,665$118K0.03%013F-HRTimeline
FMR LLCin group FMR LLC1,634$116K<0.01%+4013F-HRTimelineGroup
AE Wealth Management LLC1,599$113K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,339$95K<0.01%013F-HRTimeline
IFP Advisors, Inc1,205$85.5K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,193$84.6K0.01%+113F-HRTimeline
AdvisorNet Financial, Inc1,122$79.6K<0.01%-54713F-HRTimeline
Geneos Wealth Management Inc.1,109$78.6K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO875$62.5K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC825$58.5K<0.01%013F-HRTimeline
IFG Advisory, LLC747$53K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC738$52.4K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…498$35.4K0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.388$27.5K<0.01%-14013F-HRTimeline
Beacon Capital Management, Inc.382$27.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.337$24K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC316$22.4K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC295$20.9K0.01%013F-HRTimeline
Catherine Avery Investment Management L…217$15.4K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…124$8.76K<0.01%new13F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC83$5.89K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC66$4.68K<0.01%+1113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…65$4.61K<0.01%013F-HRTimeline
Allworth Financial LP50$3.55K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division25$1.77K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1$71<0.01%013F-HRTimeline