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Disclosery

XMVM INVESCO EXCHANGE TRADED FD T

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S&P MDCP VLU MNT (fund)

96 managers (96 13F filers) reported a position in XMVM shares at 2026-03-31, 4,302,250 shares in all. 18 filers opened a position and 5 filers sold out during the quarter.

Managers
96
13F filers
96
New
18
Added
44
Reduced
14
Sold out
5
Shares held by filers
4,302,250

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC611,601$39.8M0.01%+48,85613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/566,191$36.9M<0.01%+6,22013F-HRTimelineGroup
Avior Wealth Management, LLC525,711$34.2M0.97%+17,79513F-HRTimeline
Foundations Investment Advisors, LLC282,198$18.4M0.23%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC239,226$15.6M<0.01%+90,94813F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.216,781$14.1M2.81%+3,27113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC193,544$12.6M<0.01%+14,22313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY187,056$12.2M<0.01%+9,25313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…161,365$10.5M0.01%+12,69513F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…117,148$7.63M2.1%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA76,201$4.96M<0.01%-3,09613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC73,622$4.79M0.11%+5,87813F-HR/ATimeline
Cetera Investment Advisers72,698$4.73M0.01%+7,93513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,230$4.57M0.01%+3,08413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,178$4.12M0.01%-13,11413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS56,462$3.68M0.01%-1,90313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.47,297$3.03M0.02%+25,97913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…45,701$2.98M0.01%+38113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,100$2.94M<0.01%+19,11913F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC43,536$2.84M<0.01%+4,35913F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,293$2.43M0.01%+5,34113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,684$2.43M<0.01%+21,24213F-HRTimelineGroup
Everest Financial Group LLC35,254$2.3M0.38%+1,93613F-HRTimeline
Tactive Advisors, LLC31,633$2.06M0.58%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP31,040$2.02M0.11%-46713F-HRTimeline
ROMAN BUTLER FULLERTON & CO24,808$1.67M0.46%+4,37913F-HRTimeline
WESCAP Management Group, Inc.24,798$1.61M0.32%+19,84313F-HRTimeline
Sanctuary Advisors, LLC23,611$1.54M0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,326$1.52M<0.01%-45,26213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC19,500$1.27M<0.01%-7313F-HRTimelineGroup
Breakwater Capital Group17,983$1.17M0.16%+36113F-HRTimeline
Ausdal Financial Partners, Inc.17,061$1.11M0.05%+6,96013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,357$934K0.06%-92513F-HRTimeline
Solutions 4 Wealth, Ltd14,159$922K1.39%+8,89113F-HRTimeline
Sovran Advisors, LLC12,660$882K0.07%new13F-HRTimeline
MML INVESTORS SERVICES, LLC13,273$864K<0.01%-51,45413F-HRTimeline
Betterment LLC10,554$687K<0.01%+4,19413F-HRTimeline
LexAurum Advisors, LLC9,584$624K0.08%13F-HRTimeline
National Wealth Management Group, LLC9,516$620K0.23%new13F-HRTimeline
GUIDANCE CAPITAL, INC8,934$618K0.14%-30,15513F-HRTimeline
Institute for Wealth Management, LLC.9,383$611K0.07%+313F-HRTimeline
J.M. Arbour, LLC8,776$571K0.55%new13F-HRTimeline
Armbruster Capital Management, Inc.8,749$570K0.09%013F-HRTimeline
Waverly Advisors, LLC8,353$544K<0.01%+6113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,264$538K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,018$522K<0.01%+4,87113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,873$513K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC7,017$457K0.02%+22313F-HRTimeline
Key Client Fiduciary Advisors, LLC6,760$440K0.15%new13F-HRTimeline
Sigma Planning Corp6,677$435K0.01%-74613F-HRTimeline
Pacific Sun Financial Corp6,523$425K0.21%+17013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,426$418K0.01%+36213F-HRTimelineGroup
Keating Financial Advisory Services, In…6,134$399K0.06%-59013F-HRTimeline
Comprehensive Financial Planning, Inc./…5,890$384K0.27%+3713F-HRTimeline
Independent Advisor Alliance5,718$372K<0.01%new13F-HRTimeline
USAdvisors Wealth Management, LLC5,779$370K0.12%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,510$359K0.01%+15213F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC5,048$329K0.11%new13F-HRTimeline
CARLSON FINANCIAL, INC.4,984$325K0.19%+20113F-HRTimeline
Janney Montgomery Scott LLC4,786$312K<0.01%+9013F-HRTimeline
Golden State Wealth Management, LLC4,162$271K0.03%-1,76013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,000$260K0.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,899$254K0.01%+113F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC3,645$237K0.02%-1,63813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,507$228K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,339$217K<0.01%new13F-HRTimelineGroup
Westover Capital Advisors, LLC3,332$217K0.04%new13F-HRTimeline
RFG Advisory, LLC3,267$213K<0.01%-36113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,150$205K<0.01%+1,06713F-HRTimelineGroup
SHP Wealth Management2,654$173K0.01%+1,04613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,631$171K<0.01%+60813F-HRTimelineGroup
Advisory Services Network, LLC2,101$137K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,669$109K0.01%new13F-HRTimeline
True Wealth Design, LLC1,665$108K0.03%013F-HRTimeline
FMR LLCin group FMR LLC1,594$104K<0.01%+96013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,339$87.2K<0.01%013F-HRTimeline
IFP Advisors, Inc1,205$78.5K<0.01%+53413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,192$78.1K0.01%+113F-HRTimeline
Geneos Wealth Management Inc.1,108$72.1K<0.01%+213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC825$53.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.528$34.4K<0.01%+9513F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…498$32.5K0.01%013F-HRTimelineGroup
Beacon Capital Management, Inc.382$24.9K<0.01%+113F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.337$22K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nova Wealth Management, Inc.306$21.1K0.01%013F-HRTimeline
NewEdge Advisors, LLC316$20.6K<0.01%013F-HR/ATimeline
MAI Capital Management296$19.3K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC295$19.2K0.01%013F-HRTimeline
Sunbelt Securities, Inc.101$6.58K<0.01%013F-HRTimeline
Sound Income Strategies, LLC86$5.63K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC83$5.41K<0.01%13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…65$4.23K<0.01%013F-HRTimeline
GeoWealth Management, LLC55$3.58K<0.01%new13F-HRTimeline
Allworth Financial LP50$3.26K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division25$1.63K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1$65<0.01%013F-HRTimeline