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Disclosery

XSMO INVESCO EXCHANGE TRADED FD T

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S&P SMLCP MOMENT (fund)

320 managers (324 13F filers) reported a position in XSMO shares at 2026-06-30, 24,519,803 shares in all. 44 filers opened a position and 18 filers sold out during the quarter.

Managers
320
13F filers
324
New
44
Added
149
Reduced
86
Sold out
18
Shares held by filers
24,519,803

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
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,678$532K0.01%+87313F-HRTimelineGroup
OneDigital Investment Advisors LLC5,636$528K<0.01%+1,21313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,303$497K0.03%-67613F-HRTimeline
Signal Advisors Wealth, LLC5,259$492K0.03%+1,78713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,220$489K<0.01%new13F-HRTimelineGroup
Aviance Capital Partners, LLC5,187$486K0.05%013F-HRTimeline
CoreCap Advisors, LLC4,962$465K0.01%-2213F-HRTimeline
Mutual Advisors, LLC4,922$461K0.01%-56913F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV4,674$438K0.26%-2013F-HRTimeline
CARLSON FINANCIAL, INC.4,650$436K0.22%-16413F-HRTimeline
AlphaStar Capital Management, LLC4,532$424K0.03%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.4,396$412K0.15%-43613F-HRTimeline
World Investment Advisors4,853$403K0.01%-8613F-HRTimeline
Sankala Group LLC4,473$392K0.26%+1,51313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,085$382K0.04%+5913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,067$381K<0.01%+3,73013F-HRTimelineGroup
Mayfair Advisory Group, LLC4,291$375K0.11%013F-HRTimeline
Caprock Group, LLC3,999$374K0.01%013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …3,940$369K0.11%new13F-HRTimelineGroup
JHP Wealth Management, LLC3,882$363K0.3%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,838$359K<0.01%-17013F-HRTimelineGroup
D'Orazio & Associates, Inc.3,835$359K0.04%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,821$358K<0.01%new13F-HR/ATimeline
Bright Futures Wealth Management, LLC.3,785$354K0.23%-11113F-HRTimeline
Discipline Wealth Solutions, LLC3,760$352K0.03%013F-HRTimeline
Betterment LLC3,716$348K<0.01%-2,55913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,705$347K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC3,680$345K<0.01%-2,20313F-HRTimeline
Northstar Financial Companies, Inc.3,659$343K0.23%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,626$340K0.06%new13F-HRTimeline
WEALTH ALLIANCE, LLC3,545$332K0.03%-13313F-HRTimeline
Capital Square, LLC3,719$332K0.15%+21713F-HRTimeline
Global Retirement Partners, LLC3,507$328K0.01%13F-HRTimeline
EP Wealth Advisors, LLC3,468$325K<0.01%-13013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,466$325K0.01%new13F-HRTimelineGroup
Cascade Wealth Advisors, Inc3,577$317K0.13%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,324$311K0.13%013F-HRTimeline
HighPoint Advisor Group LLC3,275$307K0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,168$297K<0.01%new13F-HR/ATimeline
Ullmann Wealth Partners Group, LLC3,110$291K0.03%013F-HRTimeline
Composition Wealth, LLC3,080$288K<0.01%new13F-HRTimeline
Simplicity Wealth,LLC2,996$280K0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,939$275K<0.01%-15,14913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,907$272K<0.01%+5513F-HRTimeline
Farther Finance Advisors, LLC2,905$272K<0.01%-19413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,896$271K<0.01%+7313F-HR/ATimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC2,781$260K0.05%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,778$260K<0.01%-1,06913F-HRTimelineGroup
NESTEGG ADVISORS, INC.2,740$257K0.18%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,713$253K<0.01%new13F-HRTimeline
Barnes Wealth Management Group, Inc2,702$253K0.12%new13F-HRTimeline
Perigon Wealth Management, LLC2,695$252K<0.01%new13F-HRTimeline
American Trust2,527$237K0.02%new13F-HRTimeline
Jacobi Capital Management LLC2,506$235K0.01%new13F-HRTimeline
MY Wealth Management Inc.2,453$230K0.16%new13F-HRTimeline
Abel Hall, LLC2,447$229K0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,380$223K<0.01%new13F-HRTimelineGroup
Urban Wealth Management, LLC2,346$220K0.19%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…2,317$217K0.12%-513F-HRTimeline
ADG Wealth Management Group, LLC2,317$217K0.14%-80113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,337$208K0.07%-59513F-HRTimeline
Guardian Asset Advisors, LLC2,222$208K0.1%new13F-HRTimeline
Rossby Financial, LCC2,149$201K0.04%new13F-HRTimeline
Everest Financial Group LLC2,137$200K0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,125$196K<0.01%+96313F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,753$164K<0.01%-30713F-HRTimeline
Cape Investment Advisory, Inc.1,705$160K0.04%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,693$159K<0.01%+213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,623$152K<0.01%+9413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,606$150K<0.01%-6,35613F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,531$143K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,526$143K0.01%+7413F-HRTimeline
Sage Mountain Advisors LLC1,382$129K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,208$113K0.01%+53313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,142$107K<0.01%+46513F-HRTimelineGroup
Register Financial Advisors LLC1,131$106K0.03%+56913F-HRTimeline
Glass Jacobson Investment Advisors llc1,045$97.9K0.03%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\742$69.5K<0.01%-8213F-HRTimelineGroup
Harbor Asset Planning, Inc.711$66.5K0.05%+11813F-HRTimeline
Allworth Financial LP680$63.7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management640$59.9K<0.01%+58513F-HRTimelineGroup
Parkside Financial Bank & Trust610$57.1K<0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$56.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.535$50K0.01%013F-HRTimeline
Planning Strategies Inc.471$44.1K0.03%13F-HRTimeline
Clearstead Advisors, LLC435$40.7K<0.01%+11713F-HRTimeline
AMERIFLEX GROUP, INC.425$39.8K0.02%+16013F-HRTimeline
GHP Investment Advisors, Inc.383$35.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC343$32.2K<0.01%+12513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…340$31.8K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC339$31.7K<0.01%new13F-HRTimeline
Archer Investment Corp274$25.7K<0.01%013F-HR/ATimeline
New Republic Capital, LLC250$23.4K0.01%013F-HRTimeline
Beacon Capital Management, Inc.238$22.3K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC233$21.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC190$17.8K<0.01%+9313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/130$12.2K<0.01%013F-HRTimelineGroup
GODSEY & GIBB, INC126$11.8K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.124$11.6K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC102$9.55K<0.01%013F-HRTimeline
Abound Wealth Management97$9.09K<0.01%013F-HRTimeline
PlanVest Financial, Inc92$8.61K0.01%new13F-HRTimeline
Strive Financial Group ,LLC84$7.87K<0.01%+2813F-HR/ATimeline
Keating Financial Advisory Services, In…80$7.49K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…75$7.02K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC75$7.02K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC71$6.65K<0.01%+4013F-HRTimelineGroup
Fourth Dimension Wealth, LLC68$6.37K<0.01%013F-HRTimeline
Key Capital Management, INC68$6.37K<0.01%+4513F-HRTimeline
Aptus Capital Advisors, LLC64$5.99K<0.01%013F-HRTimeline
SIGNATUREFD, LLC59$5.52K<0.01%-24513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55$5.15K<0.01%-81313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…50$4.6K<0.01%+3013F-HRTimeline
Parallel Advisors, LLC49$4.59K<0.01%-4113F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC47$4.4K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.40$3.75K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.37$3.46K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp25$2.34K<0.01%013F-HRTimeline
Trust Co19$1.78K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC12$1.12K<0.01%new13F-HRTimeline