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Disclosery

XMVM INVESCO EXCHANGE TRADED FD T

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S&P MDCP VLU MNT (fund)

67 managers (67 13F filers) reported a position in XMVM shares at 2025-09-30, 3,089,361 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
67
13F filers
67
New
7
Added
27
Reduced
16
Sold out
7
Shares held by filers
3,089,361

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC544,604$33.6M0.01%+98,74413F-HRTimeline
Avior Wealth Management, LLC515,564$31.8M1.02%-5,53113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/261,019$16.1M<0.01%+1,18713F-HR/ATimelineGroup
Whitaker-Myers Wealth Managers, LTD.227,815$14M3.06%+7,82513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY207,990$12.8M<0.01%-21,03113F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC180,447$11.2M<0.01%-3,88713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC149,246$9.2M<0.01%+10,60813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…129,761$8M0.01%+8,89013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC110,164$6.79M0.01%+40,41413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,235$4.58M<0.01%+87113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,547$4.1M<0.01%+6,60913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS63,522$3.91M0.01%+3,90013F-HRTimeline
MML INVESTORS SERVICES, LLC58,553$3.61M0.01%+3,52813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC49,881$3.07M0.07%-2,08713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC39,822$2.45M<0.01%-19513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,516$2.3M<0.01%+3,19413F-HRTimelineGroup
GUIDANCE CAPITAL, INC36,998$2.22M0.58%+2,36713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP31,990$1.97M0.12%+1,65213F-HRTimeline
Cetera Investment Advisers26,158$1.61M<0.01%+1,80813F-HRTimeline
Cambridge Investment Research Advisors,…25,104$1.55M<0.01%-2,15313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,976$1.48M<0.01%-5,44313F-HRTimelineGroup
Sanctuary Advisors, LLC23,611$1.46M0.01%013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC19,969$1.23M<0.01%+12,53813F-HRTimelineGroup
Breakwater Capital Group18,857$1.16M0.17%-1,74713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC15,434$951K0.06%-34013F-HRTimeline
ROMAN BUTLER FULLERTON & CO10,973$652K0.17%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$616K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.9,878$609K0.06%+213F-HRTimeline
Ausdal Financial Partners, Inc.9,819$605K0.03%+1,93413F-HRTimeline
Armbruster Capital Management, Inc.8,749$539K0.09%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,678$537K<0.01%+4,06713F-HRTimelineGroup
Golden State Wealth Management, LLC8,331$513K0.06%-76313F-HRTimeline
Waverly Advisors, LLC8,158$503K0.01%+1,46113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,698$474K<0.01%+1,32613F-HRTimelineGroup
Sigma Planning Corp7,157$441K0.01%+513F-HRTimeline
Cornerstone Wealth Management, LLC7,013$432K0.02%+18313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,118$377K0.01%+25513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…5,828$359K0.25%+2913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,289$326K0.01%+2713F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC5,283$326K0.04%013F-HRTimeline
WESCAP Management Group, Inc.5,018$309K0.06%+8713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,000$247K0.06%013F-HRTimeline
Janney Montgomery Scott LLC3,805$234K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,507$216K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,226$137K0.01%+1,76113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,030$125K<0.01%-75013F-HRTimelineGroup
True Wealth Design, LLC1,665$103K0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,586$97.8K0.01%-5,36313F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,339$82.5K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG864$53.2K<0.01%-1,18113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC825$50.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC628$38.7K<0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…498$30.8K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.496$30.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA474$29.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.433$26.7K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.384$23.7K<0.01%-27813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.337$21K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC316$19.5K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.306$18.8K0.01%-91613F-HRTimeline
MAI Capital Management296$18.2K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC295$18.2K0.01%013F-HRTimeline
Advisory Services Network, LLC101$6.22K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.101$6.22K<0.01%-1713F-HRTimeline
Allworth Financial LP50$3.08K<0.01%013F-HRTimeline
Blue Trust, Inc.25$1.54K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1$62<0.01%013F-HRTimeline