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Disclosery

XMVM INVESCO EXCHANGE TRADED FD T

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S&P MDCP VLU MNT (fund)

69 managers (69 13F filers) reported a position in XMVM shares at 2025-06-30, 2,938,360 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
69
13F filers
69
New
7
Added
19
Reduced
25
Sold out
4
Shares held by filers
2,938,360

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
Avior Wealth Management, LLC521,095$29M1%+12,81713F-HRTimeline
LPL Financial LLC445,860$24.8M0.01%+18,52613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/259,832$14.5M<0.01%-14,20413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY229,021$12.7M<0.01%-9,16113F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.219,990$12.2M3.08%+11,42713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC184,334$9.79M<0.01%-8,67113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC138,638$7.71M<0.01%-5,73713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…120,871$6.72M<0.01%+40,56213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,364$4.08M<0.01%-1,88313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC69,750$3.88M0.01%-21,66513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,938$3.33M<0.01%+44,49413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS59,622$3.32M0.01%+1,83013F-HRTimeline
MML INVESTORS SERVICES, LLC55,025$3.06M0.01%+41,97613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC51,968$2.89M0.08%+3,24813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC40,017$2.23M<0.01%-1,19313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,322$1.91M<0.01%+14,03513F-HR/ATimelineGroup
GUIDANCE CAPITAL, INC34,631$1.91M0.54%+2,40713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP30,338$1.69M0.11%+8113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,419$1.64M<0.01%-77713F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,257$1.52M<0.01%-1,03613F-HRTimeline
Cetera Investment Advisers24,350$1.35M<0.01%+41213F-HRTimeline
Sanctuary Advisors, LLC23,611$1.31M0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.21,318$1.23M0.03%+1,57413F-HRTimeline
Breakwater Capital Group20,604$1.15M0.19%-1,70213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC15,774$877K0.06%new13F-HRTimeline
Institute for Wealth Management, LLC.9,876$549K0.06%-27813F-HRTimeline
Golden State Wealth Management, LLC9,094$506K0.06%+3,53913F-HRTimeline
Armbruster Capital Management, Inc.8,749$487K0.09%013F-HRTimeline
Ausdal Financial Partners, Inc.7,885$439K0.03%+4513F-HRTimeline
Mariner, LLCin group Mariner, LLC7,431$413K<0.01%013F-HRTimelineGroup
Sigma Planning Corp7,152$398K0.01%-40013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,949$387K0.02%-36,88813F-HRTimelineGroup
Cornerstone Wealth Management, LLC6,830$380K0.02%-1,35813F-HRTimeline
Waverly Advisors, LLC6,697$373K<0.01%+51013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,642$369K<0.01%new13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,372$354K<0.01%-5613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,863$326K0.01%+35213F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…5,799$323K0.25%+3613F-HRTimeline
Ullmann Wealth Partners Group, LLC5,283$294K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,262$293K0.01%+21713F-HRTimelineGroup
WESCAP Management Group, Inc.4,931$274K0.06%-1,18713F-HRTimeline
Financial Advocates Investment Manageme…4,734$263K0.02%-5,80113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,611$256K<0.01%-2,51613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,177$232K<0.01%new13F-HRTimelineGroup
Parcion Private Wealth LLC4,046$225K0.02%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,000$223K0.07%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,780$155K<0.01%-14513F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,045$114K<0.01%-12,74013F-HRTimelineGroup
True Wealth Design, LLC1,665$92.6K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,339$74.5K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.1,222$68K0.05%-25213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC825$45.9K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.662$36.8K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC628$35K<0.01%-113F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…498$28.3K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.496$27.6K<0.01%-53913F-HRTimeline
GPS Wealth Strategies Group, LLC465$25.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.433$24.1K<0.01%-34413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.337$19K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group337$18.7K<0.01%new13F-HR/ATimeline
NewEdge Advisors, LLC316$17.6K<0.01%013F-HRTimeline
MAI Capital Management296$16.5K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC295$16.4K0.01%013F-HRTimeline
Ridgewood Investments LLC120$6.67K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.118$6.57K<0.01%-113F-HRTimeline
TD Waterhouse Canada Inc.100$5.66K<0.01%013F-HRTimeline
Allworth Financial LP50$2.78K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1$56<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.