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Disclosery

XSMO INVESCO EXCHANGE TRADED FD T

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S&P SMLCP MOMENT (fund)

249 managers (251 13F filers) reported a position in XSMO shares at 2025-09-30, 19,043,821 shares in all. 36 filers opened a position and 13 filers sold out during the quarter.

Managers
249
13F filers
251
New
36
Added
128
Reduced
58
Sold out
13
Shares held by filers
19,043,821

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC2,104,573$155M0.05%+239,29013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,753,020$129M+42,133Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,697,446$124M0.17%-53,13613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,327,495$97.7M0.03%+293,94713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN789,701$58.1M0.01%-66,21213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY762,012$56.1M<0.01%+238,28213F-HR/ATimelineGroup
Cetera Investment Advisers589,000$43.3M0.05%-689,10213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…507,360$37.3M0.02%+65,75513F-HRTimelineGroup
Gratus Wealth Advisors, LLC486,777$35.8M5.04%+9,44213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/443,833$32.7M<0.01%+180,53213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…442,129$32.2M0.05%-20,42413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding400,732$29.5M+8,560Timeline
CWM, LLCin group CWM, LLC341,559$25.1M0.08%-12,58913F-HRTimelineGroup
River Wealth Advisors LLC336,990$24.8M2.9%+13,12513F-HRTimeline
Janney Montgomery Scott LLC265,122$19.5M0.05%+45,66613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP243,663$17.8M0.01%+90,41013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP224,829$16.5M0.02%+7,11113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA222,434$16.4M<0.01%+117,40213F-HRTimelineGroup
Clark Wealth Partners220,810$15.9M9.69%-32,21113F-HRTimeline
Cambridge Investment Research Advisors,…212,207$15.6M0.04%+14,94913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC210,370$15.5M0.02%+50,49713F-HRTimeline
Focus Financial Network, Inc.209,106$15.4M0.55%+4,38313F-HRTimeline
Armbruster Capital Management, Inc.196,330$14.4M2.46%+6,30213F-HRTimeline
NBZ Investment Advisors LLC162,052$11.9M6.24%+17,40213F-HRTimeline
MML INVESTORS SERVICES, LLC136,635$10.1M0.03%-6,39313F-HRTimeline
Meridian Wealth Management, LLC129,466$9.52M0.37%+18,61713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…128,794$9.48M0.19%+8,84413F-HRTimelineGroup
Integrated Capital Management, LLC102,094$7.56M3.33%new13F-HRTimeline
Provident Wealth Management, LLC100,854$7.42M2.24%+51013F-HRTimeline
Cooper Financial Group100,208$7.37M0.82%-2,44713F-HRTimeline
USAdvisors Wealth Management, LLC97,487$7.17M2.47%+7,97113F-HRTimeline
Arkadios Wealth Advisors95,291$7.01M0.17%+9,24913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,545$6.66M0.01%+10,99613F-HRTimelineGroup
NewEdge Advisors, LLC90,396$6.65M0.03%+4,41913F-HRTimeline
Sanctuary Advisors, LLC88,589$6.52M0.04%+16,39413F-HR/ATimeline
EPG Wealth Management LLC87,751$6.46M1.78%+9,97113F-HRTimeline
Sequoia Financial Advisors, LLC87,371$6.43M0.04%-1,47513F-HRTimeline
Snowden Capital Advisors LLC86,248$6.35M0.17%+2,05513F-HRTimeline
Anderson Financial Strategies, LLC82,890$6.1M3.61%-2,71813F-HRTimeline
GPS Wealth Strategies Group, LLC82,726$6.09M0.64%-94613F-HRTimeline
RFG Advisory, LLC79,164$5.82M0.12%+56,62713F-HRTimeline
Private Advisor Group, LLC78,807$5.8M0.03%-18,34913F-HRTimeline
Seros Financial, LLC75,508$5.56M3.36%+5,49913F-HR/ATimeline
Kingsview Wealth Management, LLC74,689$5.49M0.08%+69,94213F-HRTimeline
Sound Income Strategies, LLC74,768$5.43M0.3%+32,85113F-HRTimeline
Atria Investments, Inc72,996$5.37M0.06%+21,34513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS70,015$5.15M<0.01%new13F-HRTimelineGroup
Prostatis Group LLC66,525$4.89M1.23%+12,14913F-HRTimeline
MFA WEALTH ADVISORS, LLC63,580$4.68M1.02%+84113F-HRTimeline
Sterling Financial Group, Inc.62,384$4.59M1.45%+58,52213F-HRTimeline
Geneos Wealth Management Inc.62,227$4.58M0.12%-7,23013F-HRTimeline
Fiduciary Alliance LLC62,037$4.56M0.31%-16,46313F-HRTimeline
Marmo Financial Group, LLC58,993$4.34M2.1%-222,68113F-HRTimeline
HighTower Advisors, LLC56,739$4.17M<0.01%+49,17613F-HRTimeline
Systelligence, LLC55,663$4.1M0.78%-83,80813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,134$3.98M0.03%+5,76013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC52,862$3.89M<0.01%+1,70613F-HRTimelineGroup
VestGen Advisors, LLC51,715$3.8M0.13%+15,85213F-HRTimeline
Mariner, LLCin group Mariner, LLC51,052$3.76M<0.01%+5,47113F-HRTimelineGroup
THEORY FINANCIAL LLC51,125$3.75M1.32%+6,46513F-HRTimeline
Prime Capital Investment Advisors, LLC47,924$3.53M0.04%+84513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC45,780$3.37M0.21%+3,11813F-HRTimeline
Financial Freedom, LLC43,599$3.21M1.6%+18,07713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC42,594$3.13M0.28%-35,60913F-HRTimeline
Noble Wealth Management PBC39,404$2.9M1.54%13F-HRTimeline
JBR Co Financial Management Inc39,312$2.89M1.22%+9,25913F-HRTimeline
Integrated Wealth Concepts LLC38,439$2.83M0.03%+23,64813F-HRTimeline
OPTIMA CAPITAL LLC35,879$2.64M1.28%+1,50313F-HRTimeline
Nova Wealth Management, Inc.35,135$2.58M1.82%+2,80913F-HRTimeline
Redhawk Wealth Advisors, Inc.34,943$2.57M0.3%+2,17813F-HRTimeline
ArborFi Advisors, LLC34,365$2.53M2.06%+1,23113F-HRTimeline
Paragon Private Wealth Management, LLC33,429$2.46M0.81%+2,73113F-HRTimeline
New Millennium Group LLC32,836$2.42M1.1%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…29,468$2.17M0.34%013F-HRTimelineGroup
PFG Advisors29,232$2.15M0.09%-21313F-HRTimeline
Steward Partners Investment Advisory, L…29,154$2.14M0.01%+13,44113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC28,625$2.11M1.11%new13F-HRTimeline
Beacon Pointe Advisors, LLC28,516$2.1M0.02%new13F-HRTimeline
Mascagni Wealth Management, Inc.28,177$2.07M1.6%+7,87413F-HRTimeline
New Insight Wealth Advisors27,935$2.06M0.77%+12313F-HRTimeline
INTEGRITY ALLIANCE, LLC.27,654$2.03M0.1%new13F-HRTimeline
Merit Financial Group, LLC27,215$2M0.02%-80513F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC26,848$1.98M0.12%+2,97613F-HRTimeline
SFI Advisors, LLC26,655$1.96M1.25%-97013F-HRTimeline
Qube Research & Technologies Ltd26,207$1.93M<0.01%-3,00413F-HRTimeline
Brown Miller Wealth Management, LLC25,230$1.86M0.53%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,787$1.82M0.03%+29013F-HRTimelineGroup
Perennial Investment Advisors, LLC24,640$1.81M0.15%+2,69313F-HRTimeline
Ausdal Financial Partners, Inc.23,673$1.74M0.08%+2,27013F-HRTimeline
Lodestone Wealth Management LLC22,325$1.64M0.74%+47713F-HRTimeline
Maia Wealth LLC22,497$1.63M0.27%+7,29013F-HRTimeline
Providence First Trust Co21,482$1.58M0.55%+2,19413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,381$1.57M0.01%013F-HRTimeline
Institute for Wealth Management, LLC.21,086$1.55M0.16%-35713F-HRTimeline
Accel Wealth Management20,691$1.52M0.44%-4,15913F-HRTimeline
Vantage Financial Partners, LLC20,352$1.5M0.32%-94213F-HRTimeline
Comprehensive Wealth Management, LLC20,237$1.49M1.06%+4,34713F-HRTimeline
Quantum Portfolio Management LLC19,873$1.46M0.43%+12,61413F-HRTimeline
Anson Capital, Inc.17,377$1.28M0.96%+32813F-HRTimeline
Kendall Capital Management17,000$1.25M0.28%013F-HRTimeline
Orion Porfolio Solutions, LLC16,752$1.23M0.01%-56013F-HRTimeline
Betterment LLC16,642$1.22M<0.01%-1,34913F-HRTimeline
Sigma Planning Corp16,577$1.22M0.03%+1,32213F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC15,817$1.16M0.43%new13F-HRTimeline
LOWERY THOMAS, LLC15,698$1.15M0.67%+69713F-HRTimeline
Oxinas Partners, LLC14,735$1.08M0.58%new13F-HRTimeline
COMERICA BANK14,429$1.06M<0.01%+50513F-HRTimeline
Inscription Capital, LLC14,407$1.06M0.11%+2413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,233$1.05M<0.01%+8,01913F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC14,019$1.03M0.1%-21713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…13,975$1.03M0.07%-1,92113F-HRTimelineGroup
MEMBERS WEALTH LLC13,700$1.01M0.64%13F-HRTimeline
Vise Technologies, Inc.13,666$1.01M0.04%-60213F-HRTimeline
Western Wealth Management, LLC13,107$964K0.05%+313F-HRTimeline
Breakwater Capital Group12,865$946K0.14%-67613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,848$945K0.01%+7,83113F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.12,832$944K0.1%+1,69313F-HRTimeline
Aldebaran Financial Inc.12,595$927K0.93%+1,91013F-HRTimeline
MGO ONE SEVEN LLC12,447$916K0.02%+73213F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC12,054$887K0.38%new13F-HRTimeline
Kozak & Associates, Inc.12,576$875K0.17%-1,50313F-HRTimeline
Golden State Wealth Management, LLC11,873$874K0.1%+74213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,838$871K<0.01%-18513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.11,742$864K0.02%+2,11713F-HRTimeline
Sovran Advisors, LLC11,917$851K0.08%+71113F-HRTimeline
Sowell Financial Services LLC11,462$843K0.03%+2,70913F-HRTimeline
UNIQUE WEALTH, LLC11,312$832K0.12%+3,04713F-HRTimeline
WCG Wealth Advisors LLC11,271$829K0.05%+40813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,983$808K0.02%-213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,760$792K<0.01%+1,34613F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/10,710$788K0.08%+64013F-HRTimeline
Waverly Advisors, LLC10,514$774K0.01%new13F-HRTimeline
Sculati Wealth Management, LLC10,350$761K0.27%-9,29013F-HRTimeline
UBS Group AGin group UBS Group AG10,291$757K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance10,112$744K0.02%+1,61613F-HRTimeline
Solutions 4 Wealth, Ltd9,812$722K1.12%+713F-HRTimeline
Colonial River Investments, LLC9,765$718K0.26%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,765$718K0.02%-2,03513F-HRTimeline
RWA WEALTH PARTNERS, LLC9,696$713K0.01%+6613F-HRTimeline
IFP Advisors, Inc9,605$707K0.02%+2,57213F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,562$703K<0.01%-13,86413F-HRTimelineGroup
IHT Wealth Management, LLC9,329$686K0.02%+4,74413F-HRTimeline
Southland Equity Partners LLC9,200$677K0.14%+4,31613F-HRTimeline
Chicago Partners Investment Group LLC8,650$636K0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.8,303$611K0.03%+31413F-HRTimeline
IFG Advisory, LLC8,142$599K0.03%+2,91113F-HRTimeline
Cornerstone Wealth Management, LLC7,985$587K0.03%new13F-HRTimeline
Jacobi Capital Management LLC8,601$567K0.03%new13F-HRTimeline
Trilogy Capital Inc.7,694$566K0.03%+88913F-HRTimeline
Valtrion Capital Management, LLC7,608$560K0.6%-20513F-HR/ATimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…7,600$558K0.01%-40013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.7,499$552K0.08%-16213F-HRTimeline
Consolidated Portfolio Review Corp7,365$542K0.07%+8413F-HRTimeline
Investmark Advisory Group LLC7,313$538K0.23%+33613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,296$537K0.04%-21813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,149$526K0.01%+1,21713F-HRTimeline
Dynamic Advisor Solutions LLC7,146$526K0.02%-24513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,874$506K0.01%013F-HRTimelineGroup
Peterson Wealth Services1,375$504K0.14%-5,44913F-HRTimeline
&PARTNERS6,801$500K<0.01%+4413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,546$482K0.01%+42013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,450$475K0.01%-83413F-HRTimeline
MONECO ADVISORS, LLC6,200$456K0.04%new13F-HRTimeline
Advisory Services Network, LLC6,039$444K0.01%-35713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,716$421K<0.01%+2,74113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,707$420K<0.01%+97913F-HRTimelineGroup
OneDigital Investment Advisors LLC5,681$418K<0.01%-1,03113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,400$397K<0.01%-1,60013F-HRTimeline
FLP Wealth Management, LLC5,260$387K1.09%-1,64713F-HR/ATimeline
Aviance Capital Partners, LLC5,187$382K0.05%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV5,167$374K0.16%new13F-HRTimeline
CoreCap Advisors, LLC5,062$372K0.01%-23713F-HRTimeline
Global Retirement Partners, LLC4,909$361K0.01%+4,43013F-HRTimeline
Greykasell Wealth Strategies, Inc.4,826$355K0.15%+313F-HRTimeline
Mutual Advisors, LLC4,819$353K0.01%+52913F-HRTimeline
Clear Creek Financial Management, LLC4,799$353K0.03%+18013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,763$350K<0.01%+17713F-HRTimelineGroup
HRT FINANCIAL LP4,696$345K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,478$329K<0.01%-3,95213F-HRTimelineGroup
Mayfair Advisory Group, LLC4,442$327K0.14%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,416$325K0.01%+15413F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC4,389$323K0.08%013F-HRTimeline
Farther Finance Advisors, LLC4,090$301K<0.01%+1,06413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,008$295K<0.01%+25213F-HRTimelineGroup
Caprock Group, LLC4,053$294K0.01%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,764$277K0.01%-2,11413F-HRTimeline
Rehmann Capital Advisory Group3,749$276K0.02%+21213F-HRTimeline
Bright Futures Wealth Management, LLC.3,615$266K0.21%13F-HRTimeline
D'Orazio & Associates, Inc.3,525$259K0.03%-33013F-HRTimeline
Signal Advisors Wealth, LLC3,524$259K0.02%new13F-HRTimeline
Cascade Wealth Advisors, Inc3,577$259K0.13%013F-HRTimeline
FMR LLCin group FMR LLC3,467$255K<0.01%+50613F-HRTimelineGroup
World Investment Advisors3,452$254K0.01%+6113F-HRTimeline
WEALTH ALLIANCE, LLC3,372$248K0.03%-1,19213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,364$247K0.01%new13F-HRTimelineGroup
TruWealth Advisors, LLC3,135$231K0.01%+113F-HRTimeline
Ullmann Wealth Partners Group, LLC3,110$229K0.02%013F-HRTimeline
Creative Planningin group Creative Planning3,082$227K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,990$220K0.01%new13F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.3,026$217K0.1%new13F-HRTimeline