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Disclosery

XSMO INVESCO EXCHANGE TRADED FD T

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S&P SMLCP MOMENT (fund)

318 managers (322 13F filers) reported a position in XSMO shares at 2026-06-30, 24,477,018 shares in all. 44 filers opened a position and 18 filers sold out during the quarter.

Managers
318
13F filers
322
New
44
Added
148
Reduced
86
Sold out
18
Shares held by filers
24,477,018

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC2,543,390$238M0.05%+282,44813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,064,849$193M0.23%+184,07813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,907,641$179M+70,656Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,695,098$159M0.04%+573,12613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,132,140$106M0.01%+225,92613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN928,275$86.9M0.02%+87,96613F-HRTimelineGroup
Cetera Investment Advisers927,946$86.9M0.08%+57,85313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/826,186$77.4M<0.01%+351,48713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…723,942$67.8M0.04%+114,29313F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding588,736$55.1M+168,122Timeline
Gratus Wealth Advisors, LLC527,440$49.4M6.29%+7,18713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP525,103$47.8M0.02%+136,14213F-HRTimelineGroup
Cambridge Investment Research Advisors,…369,666$34.6M0.08%+98,38113F-HR/ATimeline
Private Advisor Group, LLC333,599$31.2M0.14%+237,67213F-HRTimeline
HighTower Advisors, LLC312,119$29.2M0.03%+33,57413F-HRTimeline
River Wealth Advisors LLC309,168$28.9M3.03%-5,02213F-HR/ATimeline
Janney Montgomery Scott LLC265,499$24.9M0.05%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP263,205$24.6M0.02%+7,37313F-HRTimelineGroup
Focus Financial Network, Inc.220,755$20.7M0.64%-1,25813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…213,161$20M0.03%-30,68613F-HRTimelineGroup
Modern Wealth Management, LLC210,637$19.7M0.24%-6,52813F-HRTimeline
Armbruster Capital Management, Inc.198,166$18.6M2.77%-4,33513F-HRTimeline
Markowski Investments195,594$18.3M4.03%13F-HRTimeline
Clark Wealth Partners179,445$16.8M9.49%-8,17413F-HRTimeline
NBZ Investment Advisors LLC178,992$16.8M6.55%-5,30413F-HRTimeline
Sound Income Strategies, LLC175,245$16.4M0.74%+22,82313F-HRTimeline
Seros Financial, LLC174,671$16.4M8.52%+49,39713F-HRTimeline
MML INVESTORS SERVICES, LLC162,027$15.2M0.03%+56,62713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC161,854$15.2M0.02%-25,81013F-HRTimeline
Financial Partners Group, Inc151,054$14.1M1.44%+1,81613F-HRTimeline
Meridian Wealth Management, LLC142,592$13.4M0.41%-4,74313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC135,692$12.7M0.48%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.130,561$12.2M0.19%+17,57813F-HRTimeline
Sequoia Financial Advisors, LLC120,337$11.3M0.06%-8,42713F-HRTimeline
Savvy Advisors, Inc.120,231$11.3M0.24%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS111,950$10.5M0.01%+30,95013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA111,491$10.4M<0.01%-32,42313F-HRTimelineGroup
Integrated Capital Management, LLC111,269$10.4M3.75%+60713F-HRTimeline
VestGen Advisors, LLC110,840$10.4M0.31%-1,61913F-HRTimeline
USAdvisors Wealth Management, LLC110,675$10.4M2.97%+2,52813F-HRTimeline
Family Investment Center, Inc.110,454$10.3M1.72%+6,29213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…115,945$10.3M0.02%-14,02813F-HRTimeline
Kingsview Wealth Management, LLC105,608$9.89M0.12%+3,39013F-HRTimeline
Provident Wealth Management, LLC100,205$9.38M2.42%-1,59913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP99,037$9.27M0.01%+3,46913F-HRTimelineGroup
Arkadios Wealth Advisors95,481$8.94M0.14%+95513F-HRTimeline
Snowden Capital Advisors LLC92,868$8.7M0.21%+24113F-HRTimeline
EPG Wealth Management LLC90,058$8.43M2.02%+1,17113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding85,551$8.01M-6,563Timeline
Sanctuary Advisors, LLC84,404$7.9M0.04%-23913F-HRTimeline
Prostatis Group LLC79,618$7.45M1.74%+2,83613F-HRTimeline
Cooper Financial Group78,204$7.32M0.61%-21,22513F-HRTimeline
Redhawk Wealth Advisors, Inc.77,443$7.25M0.71%+7,66713F-HRTimeline
Geneos Wealth Management Inc.74,319$6.96M0.14%+7,42213F-HRTimeline
Anderson Financial Strategies, LLC77,279$6.74M3.5%-5,33813F-HRTimeline
MFA WEALTH ADVISORS, LLC69,658$6.52M1.11%+52113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC66,006$6.18M0.3%+10,23213F-HRTimeline
Fiduciary Alliance LLC63,961$5.99M0.4%+1,67513F-HRTimeline
THEORY FINANCIAL LLC63,567$5.95M1.88%+1,57413F-HRTimeline
Beacon Pointe Advisors, LLC62,457$5.85M0.03%+20,89213F-HRTimeline
Integrated Wealth Concepts LLC62,216$5.83M0.03%+28,46513F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC61,072$5.72M1.71%+1,54313F-HRTimeline
Atria Investments, Inc59,425$5.56M0.06%-3,39313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC57,221$5.36M<0.01%+90613F-HRTimelineGroup
Nvest Financial, LLC55,243$5.17M1.64%+1,32713F-HRTimeline
Retirement Planning Group, LLC51,051$4.78M0.12%new13F-HRTimeline
ArborFi Advisors, LLC50,403$4.72M3.42%+12,90113F-HRTimeline
Prime Capital Investment Advisors, LLC48,500$4.54M0.04%-2,00513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC47,309$4.43M0.3%+1,26713F-HRTimeline
RFG Advisory, LLC46,421$4.35M0.07%-76,68613F-HRTimeline
Financial Freedom, LLC45,532$4.26M1.96%-19413F-HRTimeline
Oxford Wealth Group, LLC43,016$4.03M1.8%+3,54113F-HRTimeline
Noble Wealth Management PBC42,652$3.99M1.82%+3,13313F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC41,603$3.9M1.38%+38,44413F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC41,188$3.8M0.46%13F-HRTimeline
Belpointe Asset Management LLC40,436$3.79M0.12%+30,44913F-HRTimeline
JBR Co Financial Management Inc39,904$3.74M1.36%+9,69413F-HRTimeline
AE Wealth Management LLC36,585$3.43M0.02%+3,21913F-HRTimeline
Fortis Capital Advisors, LLC35,405$3.31M0.37%+25,41813F-HRTimeline
Brown Miller Wealth Management, LLC35,367$3.31M0.83%+1,74213F-HRTimeline
Paragon Private Wealth Management, LLC34,553$3.24M0.84%+1,45113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,111$3.19M0.01%+15,07213F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC33,843$3.17M1.74%+4,74113F-HRTimeline
Waverly Advisors, LLC33,069$3.1M0.02%+7,93313F-HRTimeline
PFG Advisors32,901$3.08M0.16%+2,73013F-HRTimeline
Mascagni Wealth Management, Inc.32,096$3.01M1.87%-88313F-HRTimeline
Capital Investment Counsel, LLC31,278$2.93M0.36%-52513F-HRTimeline
NewEdge Advisors, LLC31,122$2.91M0.01%+8,57813F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding31,142$2.91M+16,271Timeline
New Insight Wealth Advisors30,300$2.84M0.84%+2,40413F-HRTimeline
Perennial Investment Advisors, LLC29,830$2.79M0.19%+62213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…29,468$2.76M0.37%013F-HRTimelineGroup
Virginia Estate & Retirement Planning A…12,839$2.73M3.29%new13F-HRTimeline
Ausdal Financial Partners, Inc.28,043$2.63M0.1%+2,88313F-HRTimeline
Greenline Wealth Management LLC27,218$2.55M2.09%+4,76313F-HRTimeline
Concorde Asset Management, LLC27,167$2.54M1.47%+7,94113F-HRTimeline
Sowell Financial Services LLC26,233$2.46M0.08%+7,78513F-HRTimeline
Merit Financial Group, LLC25,826$2.42M0.02%+30213F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,659$2.4M0.03%-4013F-HRTimelineGroup
Colonial River Investments, LLC25,547$2.39M0.68%+11,47313F-HRTimeline
&PARTNERS25,411$2.38M0.01%+17,21313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC24,849$2.33M0.97%-1,30713F-HRTimeline
Providence First Trust Co24,806$2.32M0.65%+2,60113F-HRTimeline
Carolina Wealth Management Inc24,700$2.31M1.06%13F-HRTimeline
Argent Trust Co24,577$2.3M0.07%+4,06413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,136$2.26M0.01%-19,64913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC22,889$2.14M0.09%-8613F-HRTimeline
Lodestone Wealth Management LLC22,499$2.11M0.74%+5713F-HRTimeline
Per Stirling Capital Management, LLC.22,473$2.1M0.2%new13F-HRTimeline
Accel Wealth Management22,454$2.1M0.47%+1,50213F-HRTimeline
Nova Wealth Management, Inc.22,443$2.1M1.16%-1,85813F-HRTimeline
Aldebaran Financial Inc.22,216$2.08M1.69%+2,76313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,162$2.08M0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,030$2.06M0.02%-1,53813F-HRTimelineGroup
Chicago Partners Investment Group LLC23,374$2.06M0.04%-1,81813F-HRTimeline
Dynamic Advisor Solutions LLC21,559$2.02M0.06%+36313F-HRTimeline
Sigma Planning Corp21,174$1.98M0.05%+1,83213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,359$1.91M0.04%+15,91813F-HRTimelineGroup
Institute for Wealth Management, LLC.20,296$1.9M0.17%013F-HRTimeline
Astoria Portfolio Advisors LLC.19,714$1.85M0.31%+15,17313F-HRTimeline
MEMBERS WEALTH LLC19,639$1.84M1.01%+2,59913F-HRTimeline
BLUE JEAN FINANCIAL LLC19,191$1.8M1.25%-96913F-HRTimeline
Orion Porfolio Solutions, LLC17,774$1.66M0.01%+2,37913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,518$1.64M<0.01%-17,90113F-HRTimelineGroup
LOWERY THOMAS, LLC17,299$1.62M0.79%+83313F-HRTimeline
Kendall Capital Management17,000$1.59M0.27%013F-HRTimeline
WCG Wealth Advisors LLC16,953$1.59M0.04%+3,35113F-HRTimeline
Englebert Financial Advisers, LLC16,232$1.52M1.51%+3,32213F-HRTimeline
Vise Technologies, Inc.16,158$1.51M0.02%-2,68213F-HRTimeline
Anson Capital, Inc.15,925$1.49M0.97%-62513F-HRTimeline
SFI Advisors, LLC15,838$1.48M1.28%-17613F-HRTimeline
Inscription Capital, LLC15,572$1.46M0.13%+1,12113F-HRTimeline
J.W. COLE ADVISORS, INC.14,983$1.4M0.02%-5913F-HRTimeline
Comprehensive Wealth Management, LLC14,615$1.37M0.63%-9,10113F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,549$1.36M0.04%+71713F-HRTimeline
Oxinas Partners, LLC14,432$1.35M0.53%-1,25613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,074$1.32M0.07%+6513F-HRTimeline
UBS Group AGin group UBS Group AG14,060$1.32M<0.01%+1,06013F-HRTimelineGroup
Western Wealth Management, LLC13,543$1.27M0.04%+20813F-HRTimeline
Breakwater Capital Group13,031$1.22M0.15%-50713F-HRTimeline
Steward Partners Investment Advisory, L…12,955$1.21M0.01%-1,16413F-HRTimeline
MAI Capital Management12,876$1.21M<0.01%+10413F-HRTimeline
Signature Equity Partners, LLC12,678$1.19M0.55%+33013F-HRTimeline
BNB Wealth Management, LLC12,569$1.18M0.64%+8,69513F-HRTimeline
MONECO ADVISORS, LLC12,555$1.18M0.07%+6,01313F-HRTimeline
IFP Advisors, Inc12,535$1.17M0.02%+1,73613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,315$1.15M<0.01%+2,08113F-HRTimelineGroup
Quantum Portfolio Management LLC12,224$1.14M0.41%+68313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC12,071$1.13M0.21%+30113F-HR/ATimeline
IHT Wealth Management, LLC11,895$1.11M0.02%-1,12213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,866$1.11M<0.01%+10,71613F-HRTimelineGroup
Sovran Advisors, LLC12,748$1.11M0.08%-21313F-HRTimeline
Independent Advisor Alliance11,720$1.1M0.03%-75,82113F-HRTimeline
Fortune Financial Group, Inc.11,603$1.09M0.85%+55913F-HRTimeline
MGO ONE SEVEN LLC11,422$1.07M0.02%-1,02813F-HRTimeline
Stonebridge Financial Group, LLC / MO11,351$1.06M0.71%-79713F-HRTimeline
UNIQUE WEALTH, LLC11,153$1.04M0.12%-83913F-HRTimeline
Southland Equity Partners LLC11,107$1.04M0.18%-213F-HRTimeline
Peterson Wealth Services11,090$1.04M0.23%+1,43913F-HRTimeline
CPWA, LLC10,732$1M1.17%-2213F-HRTimeline
Rehmann Capital Advisory Group10,705$1000K0.05%+1,87813F-HRTimeline
Alchemi Wealth, LLC10,670$999K0.47%+43813F-HRTimeline
TAGStone Capital, Inc.10,476$981K0.31%+5,28013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,442$978K0.01%+1,12313F-HRTimeline
Kozak & Associates, Inc.10,457$961K0.17%-73013F-HRTimeline
Quantinno Capital Management LP10,057$942K<0.01%-1,35513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,686$907K0.02%-3,69113F-HRTimelineGroup
Bellecapital International Ltd.9,545$894K0.14%013F-HRTimeline
Creative Planningin group Creative Planning9,355$876K<0.01%-58213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,348$875K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,049$847K<0.01%-54213F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/8,909$834K0.07%-2,53013F-HRTimeline
Investmark Advisory Group LLC8,896$833K0.32%+91513F-HRTimeline
Total Clarity Wealth Management, Inc.8,745$819K0.16%013F-HRTimeline
Cornerstone Planning Group LLC9,247$816K0.1%+12913F-HRTimeline
RWA WEALTH PARTNERS, LLC8,710$816K0.01%-39213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,616$807K0.02%+77113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,366$783K<0.01%+1,87313F-HRTimelineGroup
FMR LLCin group FMR LLC8,292$776K<0.01%+1,37613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC8,170$765K0.02%+65213F-HRTimelineGroup
Global View Capital Management LLC8,103$759K0.16%new13F-HRTimeline
Clear Creek Financial Management, LLC7,984$748K0.05%+75313F-HRTimeline
Madison Wealth Partners, Inc7,671$718K0.09%+2,87913F-HRTimeline
CENTAURUS FINANCIAL, INC.7,643$716K0.03%-27813F-HRTimeline
IFG Advisory, LLC7,625$714K0.03%new13F-HRTimeline
Solutions 4 Wealth, Ltd7,610$713K0.92%-3613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,463$699K0.07%+1,01413F-HRTimeline
Index Technologies Group LLC7,414$694K0.56%+40713F-HRTimeline
Mariner, LLCin group Mariner, LLC7,304$684K<0.01%-214,10613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth7,070$662K<0.01%+413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,874$644K0.01%013F-HRTimelineGroup
Valtrion Capital Management, LLC6,800$637K0.47%+12713F-HRTimeline
Sculati Wealth Management, LLC7,222$634K0.21%-25913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,650$623K0.03%+3,62613F-HRTimelineGroup
CALTON & ASSOCIATES, INC.6,576$616K0.09%new13F-HRTimeline
Northwest Wealth Advisors, LLC6,317$591K0.34%+2,33113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,019$564K0.01%+38013F-HRTimelineGroup
Trilogy Capital Inc.6,001$562K0.02%-4,31613F-HRTimeline
Intrua Financial, LLC5,990$561K0.05%+99913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,678$532K0.01%+87313F-HRTimelineGroup