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Disclosery

XMVM INVESCO EXCHANGE TRADED FD T

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S&P MDCP VLU MNT (fund)

81 managers (81 13F filers) reported a position in XMVM shares at 2025-12-31, 3,588,630 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
81
13F filers
81
New
15
Added
24
Reduced
19
Sold out
6
Shares held by filers
3,588,630

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC562,745$36.1M0.01%+18,14113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/559,971$35.9M<0.01%+298,95213F-HRTimelineGroup
Avior Wealth Management, LLC507,916$32.6M1.02%-7,64813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.213,510$13.7M2.86%-14,30513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC179,321$11.5M<0.01%-1,12613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY177,803$11.4M<0.01%-30,18713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…148,670$9.54M0.01%+18,90913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC148,278$9.51M<0.01%-96813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,297$5.09M<0.01%+5,06213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,292$4.9M0.01%+38,77613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,588$4.4M<0.01%+2,04113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC67,744$4.35M0.1%+17,86313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,146$4.31M0.01%-43,01813F-HRTimeline
Cetera Investment Advisers64,763$4.16M<0.01%+38,60513F-HRTimeline
MML INVESTORS SERVICES, LLC64,727$4.15M0.01%+6,17413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS58,365$3.74M0.01%-5,15713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…45,320$2.91M0.01%new13F-HRTimelineGroup
GUIDANCE CAPITAL, INC39,089$2.61M0.64%+2,09113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC39,177$2.51M<0.01%-64513F-HRTimelineGroup
Everest Financial Group LLC33,318$2.14M0.48%13F-HRTimeline
Cambridge Investment Research Advisors,…31,952$2.05M0.01%+6,84813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP31,507$2.02M0.11%-48313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,981$1.67M<0.01%+2,00513F-HRTimelineGroup
Sanctuary Advisors, LLC23,611$1.51M0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,318$1.37M0.01%+13,62013F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO20,429$1.36M0.36%+9,45613F-HRTimeline
Mariner, LLCin group Mariner, LLC19,573$1.26M<0.01%-39613F-HRTimelineGroup
Breakwater Capital Group17,622$1.13M0.16%-1,23513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,442$1.05M<0.01%+7,76413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC15,282$980K0.06%-15213F-HRTimeline
Ausdal Financial Partners, Inc.10,101$648K0.03%+28213F-HRTimeline
Institute for Wealth Management, LLC.9,380$602K0.06%-49813F-HRTimeline
Armbruster Capital Management, Inc.8,749$561K0.09%013F-HRTimeline
Waverly Advisors, LLC8,292$532K<0.01%+13413F-HRTimeline
Sigma Planning Corp7,423$486K0.01%+26613F-HRTimeline
Cornerstone Wealth Management, LLC6,794$436K0.02%-21913F-HRTimeline
Keating Financial Advisory Services, In…6,724$431K0.06%13F-HRTimeline
Betterment LLC6,360$408K<0.01%new13F-HRTimeline
Pacific Sun Financial Corp6,353$408K0.2%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,064$389K0.01%-5413F-HRTimelineGroup
Golden State Wealth Management, LLC5,922$380K0.04%-2,40913F-HRTimeline
Comprehensive Financial Planning, Inc./…5,853$376K0.25%+2513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,700$366K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,358$344K0.01%+6913F-HRTimelineGroup
Solutions 4 Wealth, Ltd5,268$338K0.51%new13F-HRTimeline
WESCAP Management Group, Inc.4,955$318K0.06%-6313F-HRTimeline
Ullmann Wealth Partners Group, LLC5,283$317K0.03%013F-HRTimeline
CARLSON FINANCIAL, INC.4,783$307K0.18%13F-HRTimeline
Janney Montgomery Scott LLC4,696$301K<0.01%+89113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,000$257K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,898$250K0.01%new13F-HRTimelineGroup
RFG Advisory, LLC3,628$233K<0.01%new13F-HRTimeline
MOR Wealth Management, LLC3,513$225K0.1%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,507$225K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,147$202K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,083$134K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,023$130K<0.01%-713F-HRTimelineGroup
True Wealth Design, LLC1,665$107K0.03%013F-HRTimeline
SHP Wealth Management1,608$103K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…1,339$85.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,191$76.4K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,106$71K<0.01%+61013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC825$52.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA694$44.5K<0.01%+22013F-HRTimeline
IFP Advisors, Inc671$43.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC634$40.7K<0.01%+613F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…498$32K0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.433$27.8K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.381$24.4K<0.01%-313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.337$22K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC316$20.3K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.306$19.6K0.01%013F-HRTimeline
MAI Capital Management296$19K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC295$18.9K0.01%013F-HRTimeline
Sunbelt Securities, Inc.101$6.48K<0.01%013F-HRTimeline
Sound Income Strategies, LLC86$5.69K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC65$4.18K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…65$4.17K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53$3.4K<0.01%new13F-HRTimelineGroup
Allworth Financial LP50$3.21K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1$64<0.01%013F-HRTimeline