Skip to content
Disclosery

XSMO INVESCO EXCHANGE TRADED FD T

Follow

S&P SMLCP MOMENT (fund)

209 managers (211 13F filers) reported a position in XSMO shares at 2025-03-31, 15,611,625 shares in all. 36 filers opened a position and 24 filers sold out during the quarter.

Managers
209
13F filers
211
New
36
Added
97
Reduced
51
Sold out
24
Shares held by filers
15,611,625

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,773,263$111M0.04%-21,40513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,639,930$103M+195,869Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,614,633$101M0.23%+368,58413F-HRTimelineGroup
Cetera Investment Advisers1,175,080$73.7M0.14%+142,86113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN567,560$35.6M0.01%-69,15413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY497,214$31.2M<0.01%-329,85913F-HRTimelineGroup
Gratus Wealth Advisors, LLC475,382$29.8M4.9%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC406,230$25.5M0.01%-57,50513F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding400,176$25.1M+106,364Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/367,296$23M<0.01%-29,47513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…363,127$22.8M0.02%+183,54713F-HRTimelineGroup
CWM, LLCin group CWM, LLC346,667$21.8M0.09%+212,16713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…299,125$18.8M0.04%+62,01013F-HRTimeline
Marmo Financial Group, LLC277,389$17.4M9.52%+15,07813F-HRTimeline
Focus Financial Network, Inc.201,233$12.6M0.52%-2,54913F-HRTimeline
Janney Montgomery Scott LLC196,372$12.3M0.03%+78,29113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP195,917$12.3M0.01%-9,65113F-HRTimelineGroup
Armbruster Capital Management, Inc.183,401$11.5M2.3%+9,40813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC143,122$8.98M0.01%-7,79213F-HRTimeline
NBZ Investment Advisors LLC140,234$8.8M5.09%+29,00513F-HRTimeline
Systelligence, LLC133,238$8.36M2.01%+9,43713F-HRTimeline
Geneos Wealth Management Inc.131,354$8.24M0.12%+71,80613F-HRTimeline
MML INVESTORS SERVICES, LLC121,014$7.59M0.03%+69,86313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA119,454$7.5M<0.01%-8,89213F-HR/ATimelineGroup
Cooper Financial Group108,250$6.79M0.89%+4,14713F-HRTimeline
Meridian Wealth Management, LLC105,574$6.62M0.32%-66313F-HRTimeline
Provident Wealth Management, LLC100,413$6.3M2.17%+4,72513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100,675$6.13M0.01%+29,63913F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC97,427$6.11M0.05%+4,71813F-HRTimeline
Private Advisor Group, LLC96,308$6.04M0.04%-13,73213F-HRTimeline
NewEdge Advisors, LLC93,922$5.89M0.04%+44,92313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP91,355$5.73M0.01%-16,62213F-HRTimelineGroup
Anderson Financial Strategies, LLC87,413$5.49M3.35%+11,46613F-HRTimeline
USAdvisors Wealth Management, LLC82,665$5.19M1.81%+12,17913F-HRTimeline
Snowden Capital Advisors LLC81,293$5.1M0.16%+10,64913F-HRTimeline
Cambridge Investment Research Advisors,…80,194$5.03M0.02%-62,89313F-HRTimeline
Archvest Wealth Advisors, Inc.77,091$4.84M4%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…76,725$4.81M0.01%new13F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC75,982$4.77M2.33%+5,45913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC75,464$4.74M0.55%+1,33513F-HRTimeline
HARBOUR INVESTMENTS, INC.71,944$4.51M0.13%-36,17713F-HRTimeline
GPS Wealth Strategies Group, LLC69,116$4.34M0.59%+7,58013F-HRTimeline
SMITH, MOORE & CO.66,261$4.16M0.38%-63713F-HRTimeline
Fiduciary Alliance LLC65,482$4.11M0.4%+33,53713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC60,289$3.78M<0.01%-81,52213F-HRTimelineGroup
Sanctuary Advisors, LLC59,582$3.74M0.03%+28,63113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC54,730$3.43M<0.01%new13F-HRTimelineGroup
Prostatis Group LLC51,236$3.22M1.01%+14,13213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.49,908$3.13M0.02%+9,48213F-HRTimeline
THEORY FINANCIAL LLC49,499$3.11M1.31%+31813F-HRTimeline
Noble Wealth Management PBC48,697$3.06M2.09%+7,77913F-HRTimeline
Sculati Wealth Management, LLC48,442$3.04M1.23%+77113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC46,666$2.93M1.67%+27,06113F-HRTimeline
Prime Capital Investment Advisors, LLC45,059$2.83M0.03%+4,57513F-HRTimeline
Mariner, LLCin group Mariner, LLC44,697$2.8M<0.01%+3,81913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,155$2.71M0.03%+9,07213F-HRTimelineGroup
Atria Investments, Inc42,724$2.68M0.03%+24,87413F-HRTimeline
Cobblestone Asset Management LLC40,987$2.57M1.5%+5,36013F-HRTimeline
Qube Research & Technologies Ltd40,680$2.55M<0.01%+10,21213F-HRTimeline
CW Advisors, LLC37,069$2.33M0.03%new13F-HRTimeline
IFG Advisory, LLC32,370$2.03M0.11%+10,20513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC31,289$1.96M1.22%-2,32013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC31,123$1.95M0.12%+6,42213F-HRTimeline
VestGen Advisors, LLC30,834$1.93M0.09%13F-HRTimeline
Nova Wealth Management, Inc.29,990$1.88M1.62%+8,03213F-HR/ATimeline
RFG Advisory, LLC29,847$1.87M0.05%-24,46013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…29,468$1.85M0.36%013F-HR/ATimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC28,458$1.79M0.16%+10,92513F-HR/ATimeline
New Insight Wealth Advisors28,030$1.76M0.8%+9,31913F-HRTimeline
PFG Advisors27,332$1.72M0.1%+38313F-HRTimeline
Merit Financial Group, LLC26,592$1.67M0.03%-2,32213F-HRTimeline
JBR Co Financial Management Inc25,797$1.62M0.95%+7,14113F-HRTimeline
Accel Wealth Management24,000$1.51M0.54%+4,20713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,137$1.46M0.03%013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC22,741$1.43M0.01%013F-HRTimeline
Lodestone Wealth Management LLC22,611$1.42M0.75%+1,08413F-HRTimeline
Total Clarity Wealth Management, Inc.21,423$1.42M0.46%013F-HRTimeline
Institute for Wealth Management, LLC.21,393$1.34M0.17%013F-HRTimeline
Ausdal Financial Partners, Inc.21,392$1.34M0.1%-76613F-HRTimeline
SFI Advisors, LLC20,210$1.27M0.94%new13F-HRTimeline
Vantage Financial Partners, LLC19,629$1.23M0.31%+3,45213F-HRTimeline
INTEGRITY ALLIANCE, LLC.19,479$1.22M0.05%new13F-HRTimeline
Anson Capital, Inc.18,802$1.18M1.01%+2,63913F-HRTimeline
Mascagni Wealth Management, Inc.18,588$1.17M1.16%013F-HR/ATimeline
Betterment LLC17,535$1.1M<0.01%+1,56913F-HRTimeline
FLP Wealth Management, LLC17,422$1.09M3.47%+11613F-HRTimeline
Paragon Private Wealth Management, LLC16,983$1.07M0.49%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC16,408$1.03M0.01%new13F-HRTimeline
LOWERY THOMAS, LLC16,180$1.02M0.69%-6913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,112$1.01M<0.01%+7,91613F-HRTimelineGroup
Sigma Planning Corp15,985$1M0.03%+2,21013F-HRTimeline
Orion Porfolio Solutions, LLC15,918$999K0.01%+1,92413F-HRTimeline
Orion Portfolio Solutions, LLC15,918$999K0.01%+1,92413F-HR/ATimeline
MFA WEALTH ADVISORS, LLC15,570$977K0.24%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,325$962K0.08%-29013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,412$904K0.03%new13F-HRTimelineGroup
Sound Income Strategies, LLC14,391$903K0.05%new13F-HRTimeline
Kozak & Associates, Inc.15,149$898K0.22%-1,56613F-HRTimeline
Providence First Trust Co14,211$892K0.36%-45313F-HRTimeline
COMERICA BANK13,500$847K<0.01%-4,70013F-HRTimeline
Perennial Investment Advisors, LLC13,429$843K0.09%new13F-HRTimeline
Western Wealth Management, LLC13,362$838K0.06%+13413F-HRTimeline
Comprehensive Wealth Management, LLC13,172$827K0.58%+2,06913F-HRTimeline
Breakwater Capital Group12,566$789K0.14%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd12,045$756K0.02%+79513F-HRTimelineGroup
Financial Advocates Investment Manageme…11,236$705K0.05%+5,21813F-HRTimeline
ERn Financial, LLC10,992$690K0.11%-23413F-HRTimeline
Aldebaran Financial Inc.10,870$682K0.83%+1,09513F-HRTimeline
Advisory Services Network, LLC10,543$662K0.01%-1,47113F-HRTimeline
Sovran Advisors, LLC11,147$658K0.09%+5,70913F-HRTimeline
Maia Wealth LLC11,029$654K0.15%+41113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.10,272$645K0.08%+1,82413F-HRTimeline
Arkadios Wealth Advisors9,836$617K0.02%+60713F-HRTimeline
Solutions 4 Wealth, Ltd9,798$615K1.08%+1313F-HRTimeline
Golden State Wealth Management, LLC9,612$603K0.09%+1,71013F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,351$587K0.01%-3,87413F-HRTimelineGroup
MGO ONE SEVEN LLC9,220$579K0.02%+4,05313F-HRTimeline
Financial Freedom, LLC9,017$566K0.32%+7,06913F-HRTimeline
Good Life Advisors, LLC8,862$556K0.04%+2,13713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,749$549K<0.01%-3,32013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.8,629$541K0.02%+2,60013F-HRTimeline
MEMBERS WEALTH LLC8,627$541K0.41%+77413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP8,600$540K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth8,582$539K<0.01%new13F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.8,343$524K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…8,000$502K0.01%-9,65013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.7,925$497K0.03%+3,56513F-HRTimeline
Nemes Rush Group LLC7,819$491K0.06%013F-HRTimeline
CALTON & ASSOCIATES, INC.7,629$479K0.11%new13F-HR/ATimeline
HighTower Advisors, LLC7,365$462K<0.01%+4413F-HRTimeline
Consolidated Portfolio Review Corp7,069$444K0.07%+78013F-HRTimeline
B. Riley Wealth Advisors, Inc.6,976$438K0.01%+40113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,874$431K0.01%-15813F-HRTimelineGroup
Valtrion Capital Management, LLC6,815$428K0.58%+64113F-HRTimeline
Peterson Wealth Services6,690$420K0.13%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,570$412K<0.01%-3,55013F-HR/ATimelineGroup
MONECO ADVISORS, LLC6,246$392K0.04%new13F-HR/ATimeline
&PARTNERS6,415$390K<0.01%+1,49013F-HRTimeline
Mayfair Advisory Group, LLC6,164$387K0.22%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,140$385K0.01%-2,41013F-HRTimelineGroup
IHT Wealth Management, LLC5,786$363K0.01%new13F-HRTimeline
Visionary Wealth Advisors5,715$359K0.02%-58,96413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,447$342K0.01%+40013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,350$336K0.01%-8413F-HRTimelineGroup
Aviance Capital Partners, LLC5,187$325K0.05%new13F-HRTimeline
CoreCap Advisors, LLC5,093$320K0.01%+7313F-HRTimeline
Greykasell Wealth Strategies, Inc.4,959$311K0.17%-2213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,834$303K<0.01%-55013F-HRTimelineGroup
D'Orazio & Associates, Inc.4,705$295K0.05%+1,09513F-HRTimeline
Dynamic Advisor Solutions LLC4,594$288K0.01%+66013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,590$288K<0.01%-33413F-HRTimelineGroup
UNIQUE WEALTH, LLC4,518$284K0.05%new13F-HRTimeline
Investmark Advisory Group LLC4,444$279K0.14%-7613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,389$275K0.11%013F-HRTimeline
WEALTH ALLIANCE, LLC4,252$267K0.03%-2,63113F-HRTimeline
Quantum Portfolio Management LLC4,225$265K0.13%new13F-HRTimeline
Caprock Group, LLC4,053$254K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG4,000$251K<0.01%+2,50013F-HRTimelineGroup
OneDigital Investment Advisors LLC3,919$246K<0.01%+23713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,764$236K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC3,756$236K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC3,817$234K0.01%-2,55413F-HRTimeline
Independent Advisor Alliance3,714$233K0.01%-37,06213F-HRTimeline
Rehmann Capital Advisory Group3,533$222K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC3,468$218K<0.01%013F-HRTimeline
World Investment Advisors3,460$217K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,291$207K0.01%new13F-HRTimelineGroup
Uniting Wealth Partners, LLC3,224$202K0.1%-88,15813F-HRTimeline
Trexquant Investment LP3,211$201K<0.01%-78513F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,198$200K0.04%-1,85013F-HRTimeline
Farther Finance Advisors, LLC2,791$175K<0.01%+2,75313F-HRTimeline
PRIVATE TRUST CO NA2,404$151K0.02%+1,45313F-HRTimeline
Steward Partners Investment Advisory, L…2,378$149K<0.01%-484,92213F-HRTimeline
FMR LLCin group FMR LLC2,365$148K<0.01%-61213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,941$122K<0.01%+14013F-HRTimeline
AE Wealth Management LLC1,931$121K<0.01%+8613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,832$115K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,682$106K<0.01%+513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,549$97K<0.01%+9013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,307$82K0.06%-32613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,179$74K<0.01%-2913F-HRTimelineGroup
HOEY INVESTMENTS, INC1,080$67.8K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC931$58.4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc877$58K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.896$56.2K0.02%+29413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …750$47.1K<0.01%new13F-HRTimelineGroup
Clark Wealth Partners647$40.6K0.03%+1613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$37.6K<0.01%013F-HRTimeline
MGB Wealth Management, LLC403$25.3K0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…339$21.3K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC306$19.2K<0.01%new13F-HRTimeline
Archer Investment Corp274$17.2K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS253$15.9K0.01%new13F-HRTimeline
New Republic Capital, LLC250$15.7K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…244$15.3K<0.01%-14,95513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors225$13.7K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.170$10.7K<0.01%+7513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/165$10.4K<0.01%013F-HRTimelineGroup
Allworth Financial LP151$9.29K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC133$8.35K<0.01%+2313F-HRTimelineGroup