Skip to content
Disclosery

XSMO INVESCO EXCHANGE TRADED FD T

Follow

S&P SMLCP MOMENT (fund)

294 managers (297 13F filers) reported a position in XSMO shares at 2026-03-31, 21,461,680 shares in all. 43 filers opened a position and 24 filers sold out during the quarter.

Managers
294
13F filers
297
New
43
Added
130
Reduced
79
Sold out
24
Shares held by filers
21,461,680

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
OneDigital Investment Advisors LLC4,423$336K<0.01%-10213F-HRTimeline
Mayfair Advisory Group, LLC4,291$326K0.11%+313F-HRTimeline
Cascade Wealth Advisors, Inc3,577$312K0.14%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,026$306K0.03%-9,16513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,008$305K<0.01%013F-HRTimelineGroup
Caprock Group, LLC3,999$304K0.01%013F-HRTimeline
Northwest Wealth Advisors, LLC3,986$303K0.22%new13F-HRTimeline
Capital Square, LLC3,502$301K0.14%+56113F-HRTimeline
Bright Futures Wealth Management, LLC.3,896$296K0.2%+26213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,875$295K<0.01%new13F-HRTimelineGroup
BNB Wealth Management, LLC3,874$295K0.19%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,847$292K<0.01%-40813F-HRTimelineGroup
D'Orazio & Associates, Inc.3,835$292K0.04%013F-HRTimeline
Discipline Wealth Solutions, LLC3,760$286K0.03%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,705$282K<0.01%013F-HRTimelineGroup
WEALTH ALLIANCE, LLC3,678$280K0.03%+29813F-HRTimeline
EP Wealth Advisors, LLC3,598$274K<0.01%+13013F-HRTimeline
TruWealth Advisors, LLC3,532$269K0.01%+39613F-HRTimeline
Signal Advisors Wealth, LLC3,472$264K0.02%-35013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,932$255K0.09%-2,27013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,324$253K0.12%-63413F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC3,159$240K0.1%new13F-HRTimeline
Farther Finance Advisors, LLC3,099$238K<0.01%-31613F-HRTimeline
ADG Wealth Management Group, LLC3,118$237K0.16%+33013F-HRTimeline
Ullmann Wealth Partners Group, LLC3,110$236K0.02%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,024$230K0.01%+3213F-HRTimelineGroup
Sankala Group LLC2,960$224K0.18%+30113F-HRTimeline
BLAIR WILLIAM & CO/IL2,852$217K<0.01%+30113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,823$215K<0.01%013F-HRTimelineGroup
Foundations Investment Advisors, LLC2,821$214K<0.01%new13F-HRTimeline
Schrum Private Wealth Management LLC2,804$213K0.16%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,781$211K0.04%-1,60813F-HRTimeline
Comprehensive Financial Planning, Inc./…2,322$177K0.12%+63613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,060$157K<0.01%new13F-HR/ATimeline
Destiny Wealth Partners, LLC1,781$135K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,691$129K<0.01%+213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,529$116K<0.01%+17913F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,531$116K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,452$110K0.01%+23613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,150$87.4K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,162$85.4K<0.01%-1,82513F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc1,044$79.4K0.03%-1613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/868$66K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\824$62.6K<0.01%-1,60413F-HRTimelineGroup
Allworth Financial LP680$51.7K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…677$51.5K<0.01%-21,74513F-HRTimelineGroup
LANARK FINANCIAL, INC.675$51.3K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust609$46.3K<0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$45.6K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.593$45.1K0.04%+113F-HRTimeline
Register Financial Advisors LLC562$42.7K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.535$40K0.01%013F-HRTimeline
High Note Wealth, LLC456$34.7K0.01%013F-HRTimeline
Your Advocates Ltd., LLP420$31.9K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.383$29.1K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…340$25.8K<0.01%013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.337$25.6K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC318$24.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC304$23.1K<0.01%+24513F-HRTimeline
Archer Investment Corp274$20.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.265$20.1K0.01%+13013F-HRTimeline
New Republic Capital, LLC250$19K0.01%-25013F-HRTimeline
Beacon Capital Management, Inc.238$18.1K<0.01%-113F-HR/ATimeline
HOEY INVESTMENTS, INC233$17.7K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC218$16.6K<0.01%-11,71513F-HRTimeline
GROUP ONE TRADING LLC200$15.2K<0.01%new13F-HRTimeline
AlphaCore Capital LLC183$13.9K<0.01%-5013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/130$9.88K<0.01%013F-HRTimelineGroup
GODSEY & GIBB, INC126$9.58K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.124$9.43K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…108$8.21K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC102$7.75K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.98$7.45K<0.01%013F-HRTimeline
Abound Wealth Management97$7.38K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC97$7.37K<0.01%-10413F-HRTimeline
Root Financial Partners, LLC93$7.07K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC86$7K<0.01%new13F-HRTimelineGroup
Intentional Wealth Strategies, LLC92$6.99K0.01%13F-HRTimeline
Parallel Advisors, LLC90$6.84K<0.01%new13F-HR/ATimeline
Keating Financial Advisory Services, In…80$6.08K<0.01%new13F-HRTimeline
CVA Family Office, LLC75$5.7K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC68$5.17K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC64$4.87K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC64$4.87K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management55$4.18K<0.01%013F-HRTimelineGroup
Strive Financial Group ,LLC56$4K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.37$2.81K<0.01%-813F-HRTimeline
First Command Advisory Services, Inc.36$2.74K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC31$2.36K<0.01%13F-HRTimelineGroup
Murphy & Mullick Capital Management Corp25$1.9K<0.01%013F-HRTimeline
SHP Wealth Management24$1.82K<0.01%new13F-HRTimeline
Key Capital Management, INC23$1.75K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20$1.54K<0.01%013F-HRTimeline
Trust Co19$1.45K<0.01%013F-HRTimeline