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Disclosery

XMVM INVESCO EXCHANGE TRADED FD T

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S&P MDCP VLU MNT (fund)

66 managers (66 13F filers) reported a position in XMVM shares at 2025-03-31, 2,855,591 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
66
13F filers
66
New
7
Added
31
Reduced
11
Sold out
9
Shares held by filers
2,855,591

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
Avior Wealth Management, LLC508,278$26.8M1.02%-13,05513F-HRTimeline
LPL Financial LLC427,334$22.5M0.01%+13,53813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/274,036$14.5M<0.01%+6,59813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY238,182$12.6M<0.01%+92013F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.208,563$11M3.09%+19,63613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC193,005$10.2M<0.01%+12,98213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC144,375$7.61M<0.01%+10,94813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC91,415$4.82M0.01%-10013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…80,309$4.24M<0.01%+59,22113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,247$3.97M<0.01%+57913F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS57,792$3.05M0.01%-3,88313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC48,720$2.57M0.09%+2,08313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…43,837$2.32M0.09%+1,04513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC41,210$2.17M<0.01%+3,15313F-HRTimelineGroup
GUIDANCE CAPITAL, INC32,224$1.7M0.52%+5,08713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP30,257$1.6M0.12%+68413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,196$1.59M<0.01%-7,18313F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,293$1.49M0.01%+2,70513F-HRTimeline
Cetera Investment Advisers23,938$1.26M<0.01%-1,80013F-HRTimeline
Sanctuary Advisors, LLC23,611$1.25M0.01%013F-HRTimeline
Breakwater Capital Group22,306$1.18M0.21%+3,37813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,287$1.07M<0.01%-15,51713F-HRTimelineGroup
Atria Wealth Solutions, Inc.19,744$1.04M0.01%-17,37013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,444$815K<0.01%+92213F-HRTimelineGroup
UBS Group AGin group UBS Group AG14,785$780K<0.01%+9,12913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC13,049$688K<0.01%+80713F-HRTimeline
Financial Advocates Investment Manageme…10,535$556K0.04%+34113F-HRTimeline
Institute for Wealth Management, LLC.10,154$536K0.07%+313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,691$511K<0.01%new13F-HRTimelineGroup
Armbruster Capital Management, Inc.8,749$461K0.09%013F-HRTimeline
Cornerstone Wealth Management, LLC8,188$432K0.03%+413F-HRTimeline
Ausdal Financial Partners, Inc.7,840$414K0.03%+3,27713F-HRTimeline
Sigma Planning Corp7,552$398K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,431$392K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,127$375K<0.01%+1,36813F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,428$339K<0.01%-2,20213F-HRTimelineGroup
Waverly Advisors, LLC6,187$326K<0.01%+1,18413F-HRTimeline
WESCAP Management Group, Inc.6,118$323K0.08%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,511$305K0.01%+20913F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…5,763$304K0.3%+4113F-HRTimeline
Golden State Wealth Management, LLC5,555$293K0.04%new13F-HR/ATimeline
Ullmann Wealth Partners Group, LLC5,283$279K0.04%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,045$266K0.01%+21413F-HRTimelineGroup
IFG Advisory, LLC4,495$237K0.01%new13F-HRTimeline
Parcion Private Wealth LLC4,046$213K0.02%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,000$211K0.08%-1,87013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,925$154K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC1,665$87.8K0.03%013F-HRTimeline
Nova Wealth Management, Inc.1,474$77.7K0.07%-2413F-HR/ATimeline
Steward Partners Investment Advisory, L…1,339$70.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,035$54.6K<0.01%+91013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC825$43.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.777$41K<0.01%-7513F-HRTimeline
FMR LLCin group FMR LLC629$33.2K<0.01%+113F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…498$26.5K0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC500$26K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC465$24.5K<0.01%+36513F-HRTimeline
NewEdge Advisors, LLC316$16.7K<0.01%013F-HRTimeline
MAI Capital Management296$15.6K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC295$15.6K0.01%013F-HRTimeline
Ridgewood Investments LLC120$6.33K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.119$6.26K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.100$5.3K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.77$4.06K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1$53<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.