Skip to content
Disclosery

XSMO INVESCO EXCHANGE TRADED FD T

Follow

S&P SMLCP MOMENT (fund)

278 managers (280 13F filers) reported a position in XSMO shares at 2025-12-31, 21,235,620 shares in all. 30 filers opened a position and 17 filers sold out during the quarter.

Managers
278
13F filers
280
New
30
Added
139
Reduced
69
Sold out
17
Shares held by filers
21,235,620

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC2,171,515$156M0.04%+66,94213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,771,426$128M+18,406Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,730,681$125M0.18%+33,23513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,231,768$88.7M0.03%-95,72713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY942,702$67.9M<0.01%+180,69013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN835,228$60.1M0.01%+45,52713F-HRTimelineGroup
Cetera Investment Advisers810,567$58.4M0.06%+221,56713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…581,644$41.9M0.03%+74,28413F-HR/ATimelineGroup
Gratus Wealth Advisors, LLC490,887$35.3M4.9%+4,11013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…435,326$32.3M0.04%-6,80313F-HRTimeline
CWM, LLCin group CWM, LLC413,528$29.8M0.08%+71,96913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding411,540$29.6M+10,808Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/405,738$29.2M<0.01%-38,09513F-HRTimelineGroup
River Wealth Advisors LLC356,629$25.7M2.88%+19,63913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP294,252$21.2M0.01%+50,58913F-HRTimelineGroup
Janney Montgomery Scott LLC261,483$18.8M0.04%-3,63913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS261,000$18.8M0.01%+190,98513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP255,056$18.4M0.02%+30,22713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…236,344$17M0.03%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC234,273$16.9M0.12%+217,52113F-HRTimeline
Modern Wealth Management, LLC224,997$16.2M0.3%new13F-HRTimeline
HighTower Advisors, LLC223,166$16.1M0.02%+166,42713F-HRTimeline
Clark Wealth Partners220,810$15.9M9.69%013F-HRTimeline
Focus Financial Network, Inc.210,258$15.1M0.53%+1,15213F-HRTimeline
Armbruster Capital Management, Inc.199,652$14.4M2.41%+3,32213F-HRTimeline
Mariner, LLCin group Mariner, LLC190,747$13.7M0.02%+139,69513F-HRTimelineGroup
Cambridge Investment Research Advisors,…184,890$13.3M0.04%-27,31713F-HRTimeline
NBZ Investment Advisors LLC174,528$12.6M5.49%+12,47613F-HRTimeline
Meridian Wealth Management, LLC164,108$11.8M0.42%+34,64213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC157,351$11.3M0.02%-53,01913F-HRTimeline
MML INVESTORS SERVICES, LLC151,187$10.9M0.03%+14,55213F-HRTimeline
Sequoia Financial Advisors, LLC145,854$10.5M0.06%+58,48313F-HRTimeline
Sound Income Strategies, LLC127,665$9.88M0.47%+52,89713F-HRTimeline
VestGen Advisors, LLC112,601$8.11M0.35%+60,88613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…108,777$7.83M0.15%-20,01713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA108,015$7.78M<0.01%-114,41913F-HRTimelineGroup
Kingsview Wealth Management, LLC106,667$7.68M0.11%+31,97813F-HRTimeline
Integrated Capital Management, LLC105,845$7.62M3.28%+3,75113F-HRTimeline
USAdvisors Wealth Management, LLC104,860$7.55M2.49%+7,37313F-HRTimeline
Provident Wealth Management, LLC103,143$7.43M2.2%+2,28913F-HRTimeline
Private Advisor Group, LLC100,855$7.26M0.03%+22,04813F-HRTimeline
Cooper Financial Group98,944$7.12M0.76%-1,26413F-HRTimeline
Arkadios Wealth Advisors94,542$6.81M0.14%-74913F-HRTimeline
RFG Advisory, LLC93,217$6.71M0.13%+14,05313F-HRTimeline
Sanctuary Advisors, LLC92,374$6.65M0.04%+3,78513F-HRTimeline
Snowden Capital Advisors LLC90,950$6.55M0.17%+4,70213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,900$6.55M0.01%+35513F-HRTimelineGroup
EPG Wealth Management LLC88,661$6.38M1.72%+91013F-HRTimeline
Anderson Financial Strategies, LLC85,454$6.15M3.57%+2,56413F-HRTimeline
NewEdge Advisors, LLC82,844$5.97M0.02%-7,55213F-HRTimeline
Seros Financial, LLC78,173$5.63M3.3%+2,66513F-HRTimeline
Prostatis Group LLC76,472$5.51M1.31%+9,94713F-HRTimeline
Atria Investments, Inc75,409$5.43M0.06%+2,41313F-HRTimeline
Geneos Wealth Management Inc.65,099$4.69M0.11%+2,87213F-HRTimeline
MFA WEALTH ADVISORS, LLC65,072$4.69M0.99%+1,49213F-HRTimeline
Fiduciary Alliance LLC64,662$4.66M0.3%+2,62513F-HRTimeline
Redhawk Wealth Advisors, Inc.62,759$4.52M0.51%+27,81613F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC58,567$4.22M1.59%+42,75013F-HRTimeline
Marmo Financial Group, LLC55,597$4M1.89%-3,39613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC55,428$3.99M<0.01%+2,56613F-HRTimelineGroup
THEORY FINANCIAL LLC47,708$3.67M1.24%-3,41713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC50,242$3.62M0.21%+4,46213F-HRTimeline
Prime Capital Investment Advisors, LLC48,318$3.48M0.04%+39413F-HRTimeline
Financial Freedom, LLC46,354$3.34M1.66%+2,75513F-HRTimeline
Oxford Wealth Group, LLC44,857$3.23M1.57%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC44,220$3.18M0.26%+1,62613F-HRTimeline
Nova Wealth Management, Inc.42,885$3.09M2.12%+7,75013F-HRTimeline
Noble Wealth Management PBC37,259$2.68M1.35%-2,14513F-HRTimeline
Beacon Pointe Advisors, LLC34,824$2.51M0.02%+6,30813F-HRTimeline
ArborFi Advisors, LLC34,146$2.46M2%-21913F-HRTimeline
Integrated Wealth Concepts LLC34,138$2.46M0.03%-4,30113F-HRTimeline
Paragon Private Wealth Management, LLC32,879$2.37M0.73%-55013F-HRTimeline
New Millennium Group LLC32,135$2.31M1%-70113F-HRTimeline
Mascagni Wealth Management, Inc.31,183$2.25M1.67%+3,00613F-HRTimeline
Capital Investment Counsel, LLC31,182$2.25M0.31%new13F-HRTimeline
Brown Miller Wealth Management, LLC31,044$2.24M0.62%+5,81413F-HRTimeline
UBS Group AGin group UBS Group AG30,543$2.2M<0.01%+20,25213F-HRTimelineGroup
PFG Advisors30,240$2.18M0.11%+1,00813F-HRTimeline
JBR Co Financial Management Inc30,210$2.18M0.91%-9,10213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…29,468$2.12M0.31%013F-HRTimelineGroup
Perennial Investment Advisors, LLC28,593$2.06M0.16%+3,95313F-HRTimeline
New Insight Wealth Advisors27,896$2.01M0.72%-3913F-HRTimeline
INTEGRITY ALLIANCE, LLC.27,475$1.98M0.07%-17913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC27,266$1.96M0.99%-1,35913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,146$1.95M0.03%+14,29813F-HRTimelineGroup
Steward Partners Investment Advisory, L…26,827$1.93M0.01%-2,32713F-HRTimeline
Merit Financial Group, LLC26,507$1.91M0.02%-70813F-HRTimeline
Providence First Trust Co26,402$1.9M0.66%+4,92013F-HRTimeline
SFI Advisors, LLC25,798$1.86M1.19%-85713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,594$1.84M0.09%-1,25413F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC25,404$1.83M1.3%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,960$1.8M<0.01%+15,39813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,839$1.79M0.03%+5213F-HRTimelineGroup
Ausdal Financial Partners, Inc.23,482$1.69M0.08%-19113F-HRTimeline
Comprehensive Wealth Management, LLC22,630$1.63M0.96%+2,39313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,422$1.61M<0.01%+22,37313F-HR/ATimelineGroup
Greenline Wealth Management LLC22,420$1.61M1.67%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,162$1.6M0.01%+78113F-HRTimeline
Lodestone Wealth Management LLC21,778$1.57M0.64%-54713F-HRTimeline
GPS Wealth Strategies Group, LLC21,020$1.51M1.29%-61,70613F-HRTimeline
Accel Wealth Management20,626$1.49M0.41%-6513F-HRTimeline
Institute for Wealth Management, LLC.20,546$1.48M0.16%-54013F-HRTimeline
Dynamic Advisor Solutions LLC20,534$1.48M0.05%+13,38813F-HRTimeline
Vantage Financial Partners, LLC20,077$1.45M0.29%-27513F-HRTimeline
BLUE JEAN FINANCIAL LLC19,650$1.41M1.15%13F-HRTimeline
Vise Technologies, Inc.18,840$1.36M0.03%+5,17413F-HRTimeline
Sigma Planning Corp18,202$1.31M0.04%+1,62513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,999$1.3M0.01%-36,13513F-HRTimelineGroup
Brookwood Investment Group LLC17,426$1.25M0.15%new13F-HRTimeline
Aldebaran Financial Inc.16,939$1.24M1.15%+4,34413F-HRTimeline
Chicago Partners Investment Group LLC16,007$1.23M0.03%+7,35713F-HRTimeline
Kendall Capital Management17,000$1.22M0.26%013F-HRTimeline
Anson Capital, Inc.16,593$1.19M0.87%-78413F-HRTimeline
Betterment LLC16,363$1.18M<0.01%-27913F-HRTimeline
Argent Trust Co16,282$1.17M0.04%new13F-HRTimeline
LOWERY THOMAS, LLC16,165$1.16M0.66%+46713F-HRTimeline
Oxinas Partners, LLC15,581$1.12M0.54%+84613F-HRTimeline
MEMBERS WEALTH LLC14,166$1.09M0.68%+46613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,063$1.08M<0.01%+83013F-HRTimelineGroup
Sowell Financial Services LLC14,987$1.08M0.04%+3,52513F-HRTimeline
Inscription Capital, LLC14,428$1.04M0.11%+2113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,419$1.04M0.11%+1,58713F-HRTimeline
COMERICA BANK14,304$1.03M<0.01%-12513F-HRTimeline
Waverly Advisors, LLC14,221$1.02M0.01%+3,70713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…14,155$1.02M0.07%+18013F-HRTimelineGroup
Breakwater Capital Group13,688$986K0.14%+82313F-HRTimeline
J.W. COLE ADVISORS, INC.13,636$971K0.02%+1,89413F-HRTimeline
Sovran Advisors, LLC12,420$962K0.08%+50313F-HRTimeline
Western Wealth Management, LLC13,339$961K0.04%+23213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC13,191$950K0.09%-82813F-HRTimeline
IHT Wealth Management, LLC12,783$920K0.02%+3,45413F-HRTimeline
MGO ONE SEVEN LLC12,711$915K0.02%+26413F-HRTimeline
Quantum Portfolio Management LLC12,283$884K0.39%-7,59013F-HRTimeline
WCG Wealth Advisors LLC12,276$884K0.02%+1,00513F-HRTimeline
Kozak & Associates, Inc.11,773$882K0.17%-80313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,210$879K<0.01%+37213F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO11,966$862K0.75%13F-HRTimeline
Golden State Wealth Management, LLC11,933$859K0.09%+6013F-HRTimeline
Signature Equity Partners, LLC11,402$821K0.45%13F-HRTimeline
UNIQUE WEALTH, LLC11,341$817K0.11%+2913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,324$815K0.02%+34113F-HRTimelineGroup
Maia Wealth LLC10,316$815K0.14%-12,18113F-HRTimeline
Southland Equity Partners LLC11,184$805K0.16%+1,98413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/10,988$791K0.08%+27813F-HRTimeline
Fortune Financial Group, Inc.9,594$783K0.77%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,831$780K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc10,593$763K0.02%+98813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,520$758K0.01%+75513F-HR/ATimeline
Belpointe Asset Management LLC9,987$719K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC9,987$719K0.11%new13F-HRTimeline
Colonial River Investments, LLC9,965$718K0.26%+20013F-HRTimeline
Independent Advisor Alliance9,871$711K0.02%-24113F-HRTimeline
MAI Capital Management9,658$695K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,639$694K<0.01%-1,12113F-HRTimelineGroup
Alchemi Wealth, LLC9,372$675K0.37%13F-HRTimeline
RWA WEALTH PARTNERS, LLC9,270$668K0.01%-42613F-HRTimeline
HARBOUR INVESTMENTS, INC.8,412$606K0.01%+1,96213F-HRTimeline
Trilogy Capital Inc.8,358$602K0.03%+66413F-HRTimeline
Peterson Wealth Services8,268$595K0.15%+6,89313F-HRTimeline
Cornerstone Wealth Management, LLC8,216$592K0.03%+23113F-HRTimeline
IFG Advisory, LLC8,184$589K0.03%+4213F-HRTimeline
&PARTNERS8,090$583K<0.01%+1,28913F-HRTimeline
Solutions 4 Wealth, Ltd7,920$570K0.86%-1,89213F-HRTimeline
Sculati Wealth Management, LLC7,914$570K0.2%-2,43613F-HRTimeline
CENTAURUS FINANCIAL, INC.7,879$567K0.03%-42413F-HRTimeline
Investmark Advisory Group LLC7,580$546K0.23%+26713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,540$543K0.01%+39113F-HRTimeline
Index Technologies Group LLC7,464$537K0.56%13F-HRTimeline
CALTON & ASSOCIATES, INC.7,404$533K0.08%-9513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,343$529K<0.01%+1,63613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,874$495K0.01%013F-HRTimelineGroup
Valtrion Capital Management, LLC6,822$491K0.49%-78613F-HRTimeline
MONECO ADVISORS, LLC6,712$483K0.04%+51213F-HRTimeline
Rehmann Capital Advisory Group6,389$460K0.02%+2,64013F-HRTimeline
Quantinno Capital Management LP6,226$448K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,894$424K<0.01%-65213F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV5,202$420K0.16%+3513F-HRTimeline
Advisory Services Network, LLC5,820$419K0.01%-21913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,557$400K<0.01%-15913F-HRTimelineGroup
World Investment Advisors5,510$397K0.01%+2,05813F-HR/ATimeline
OpenArc Corporate Advisory, LLC5,343$385K0.01%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,121$375K0.03%new13F-HRTimeline
Aviance Capital Partners, LLC5,187$374K0.04%013F-HRTimeline
HRT FINANCIAL LP5,193$373K<0.01%+49713F-HRTimeline
Mutual Advisors, LLC5,016$361K0.01%+19713F-HRTimeline
CoreCap Advisors, LLC5,014$361K0.01%-4813F-HRTimeline
FLP Wealth Management, LLC4,981$359K0.85%-27913F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,837$348K0.01%+42113F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.4,829$348K0.14%+313F-HRTimeline
Clear Creek Financial Management, LLC4,788$345K0.03%-1113F-HRTimeline
CARLSON FINANCIAL, INC.4,776$344K0.2%13F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV4,757$343K0.21%13F-HRTimeline
OneDigital Investment Advisors LLC4,525$326K<0.01%-1,15613F-HRTimeline
FMR LLCin group FMR LLC4,407$317K<0.01%+94013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC4,389$316K0.07%013F-HRTimeline
Mayfair Advisory Group, LLC4,288$313K0.12%-15413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,255$306K<0.01%-50813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,243$306K0.01%+1,40113F-HR/ATimelineGroup
TAGStone Capital, Inc.4,035$291K0.11%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,008$289K<0.01%013F-HRTimelineGroup