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
LPL Financial LLC2,260,942$172M0.05%+89,42713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,880,771$143M0.21%+150,09013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,836,985$140M+65,559Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,121,972$85.3M0.03%-109,79613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY906,214$68.9M<0.01%-36,48813F-HRTimelineGroup
Cetera Investment Advisers870,093$66.1M0.07%+59,52613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN840,309$63.9M0.01%+5,08113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…609,649$46.3M0.03%+28,00513F-HRTimelineGroup
Gratus Wealth Advisors, LLC520,253$39.5M5.72%+29,36613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/474,699$36.1M<0.01%+68,96113F-HRTimelineGroup
CWM, LLCin group CWM, LLC438,442$33.3M0.09%+24,91413F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding420,614$32M+9,074Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP388,961$29.2M0.01%+94,70913F-HRTimelineGroup
River Wealth Advisors LLC314,190$23.9M2.74%-42,43913F-HRTimeline
HighTower Advisors, LLC278,545$21.2M0.02%+55,37913F-HRTimeline
Cambridge Investment Research Advisors,…271,285$20.6M0.05%+86,39513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP255,832$19.4M0.02%+77613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…243,847$18.5M0.04%+7,50313F-HRTimelineGroup
Focus Financial Network, Inc.222,013$16.9M0.61%+11,75513F-HRTimeline
Mariner, LLCin group Mariner, LLC221,410$16.8M0.02%+30,66313F-HRTimelineGroup
Modern Wealth Management, LLC217,165$16.7M0.29%-7,83213F-HRTimeline
Armbruster Capital Management, Inc.202,501$15.4M2.52%+2,84913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC187,664$14.3M0.02%+30,31313F-HRTimeline
Clark Wealth Partners187,619$14.3M9.58%-33,19113F-HRTimeline
NBZ Investment Advisors LLC184,296$14M6.13%+9,76813F-HRTimeline
Sound Income Strategies, LLC152,422$11.7M0.57%+24,75713F-HRTimeline
Financial Partners Group, Inc149,238$11.3M1.36%new13F-HRTimeline
Meridian Wealth Management, LLC147,335$11.2M0.4%-16,77313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA143,914$10.9M<0.01%+35,89913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…129,973$10.1M0.02%-305,35313F-HRTimeline
Sequoia Financial Advisors, LLC128,764$9.79M0.05%-17,09013F-HRTimeline
VestGen Advisors, LLC112,459$9.7M0.27%-14213F-HRTimeline
Seros Financial, LLC125,274$9.52M6.06%+47,10113F-HRTimeline
RFG Advisory, LLC123,107$9.36M0.17%+29,89013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…112,983$8.59M0.16%+4,20613F-HRTimelineGroup
Integrated Capital Management, LLC110,662$8.41M3.55%+4,81713F-HRTimeline
MML INVESTORS SERVICES, LLC105,400$8.01M0.02%-45,78713F-HRTimeline
USAdvisors Wealth Management, LLC108,147$7.95M2.64%+3,28713F-HRTimeline
Family Investment Center, Inc.104,162$7.92M1.52%new13F-HRTimeline
Kingsview Wealth Management, LLC102,218$7.77M0.11%-4,44913F-HRTimeline
Provident Wealth Management, LLC101,804$7.74M2.34%-1,33913F-HRTimeline
Cooper Financial Group99,429$7.56M0.76%+48513F-HRTimeline
Anderson Financial Strategies, LLC82,617$7.3M4.01%-2,83713F-HRTimeline
Private Advisor Group, LLC95,927$7.29M0.03%-4,92813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP95,568$7.27M0.01%+4,66813F-HRTimelineGroup
Arkadios Wealth Advisors94,526$7.19M0.12%-1613F-HRTimeline
Snowden Capital Advisors LLC92,627$7.04M0.19%+1,67713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding92,114$7M+77,959Timeline
EPG Wealth Management LLC88,887$6.76M1.83%+22613F-HRTimeline
Independent Advisor Alliance87,541$6.65M0.07%+77,67013F-HRTimeline
Sanctuary Advisors, LLC84,643$6.43M0.03%-7,73113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS81,000$6.16M<0.01%-180,00013F-HRTimelineGroup
Prostatis Group LLC76,782$5.84M1.49%+31013F-HRTimeline
Redhawk Wealth Advisors, Inc.69,776$5.3M0.59%+7,01713F-HRTimeline
MFA WEALTH ADVISORS, LLC69,137$5.26M1.03%+4,06513F-HRTimeline
Fiduciary Alliance LLC62,286$5.15M0.31%-2,37613F-HRTimeline
Geneos Wealth Management Inc.66,897$5.09M0.12%+1,79813F-HRTimeline
VectorGlobal IAG, Inc.65,393$4.97M1.29%13F-HRTimeline
Atria Investments, Inc62,818$4.78M0.05%-12,59113F-HRTimeline
THEORY FINANCIAL LLC61,993$4.71M1.65%+14,28513F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC59,529$4.53M1.63%+96213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC56,315$4.28M<0.01%+88713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC55,774$4.24M0.25%+5,53213F-HRTimeline
Nvest Financial, LLC53,916$4.1M1.53%new13F-HRTimeline
Marmo Financial Group, LLC52,782$4.01M1.99%-2,81513F-HRTimeline
Prime Capital Investment Advisors, LLC50,505$3.84M0.04%+2,18713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC46,042$3.5M0.26%+1,82213F-HRTimeline
Financial Freedom, LLC45,726$3.48M1.73%-62813F-HRTimeline
Beacon Pointe Advisors, LLC41,565$3.16M0.02%+6,74113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,785$3.16M0.02%+25,78613F-HRTimelineGroup
Noble Wealth Management PBC39,519$3M1.54%+2,26013F-HRTimeline
Oxford Wealth Group, LLC39,475$3M1.64%-5,38213F-HRTimeline
ArborFi Advisors, LLC37,502$2.85M2.33%+3,35613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,419$2.69M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC33,751$2.57M0.02%-38713F-HRTimeline
Brown Miller Wealth Management, LLC33,625$2.56M0.73%+2,58113F-HRTimeline
AE Wealth Management LLC33,366$2.54M0.01%+31,31813F-HRTimeline
Paragon Private Wealth Management, LLC33,102$2.52M0.79%+22313F-HRTimeline
Mascagni Wealth Management, Inc.32,979$2.51M1.79%+1,79613F-HRTimeline
Capital Investment Counsel, LLC31,803$2.42M0.33%+62113F-HRTimeline
PFG Advisors30,171$2.29M0.11%-6913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…29,468$2.24M0.33%013F-HRTimelineGroup
Perennial Investment Advisors, LLC29,208$2.22M0.18%+61513F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC29,102$2.21M1.43%+3,69813F-HRTimeline
JBR Co Financial Management Inc30,210$2.18M0.91%013F-HRTimeline
Chicago Partners Investment Group LLC25,192$2.14M0.05%+9,18513F-HRTimeline
New Insight Wealth Advisors27,896$2.12M0.76%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC26,156$1.99M0.95%-1,11013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,699$1.95M0.03%+86013F-HRTimelineGroup
Merit Financial Group, LLC25,524$1.94M0.01%-98313F-HRTimeline
Ausdal Financial Partners, Inc.25,160$1.91M0.09%+1,67813F-HRTimeline
Waverly Advisors, LLC25,136$1.91M0.01%+10,91513F-HRTimeline
Nova Wealth Management, Inc.24,301$1.85M1.2%-18,58413F-HRTimeline
Comprehensive Wealth Management, LLC23,716$1.8M0.91%+1,08613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,568$1.79M0.02%-3,57813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC22,975$1.75M0.08%-2,61913F-HRTimeline
NewEdge Advisors, LLC22,544$1.71M0.01%-60,30013F-HR/ATimeline
Greenline Wealth Management LLC22,455$1.71M1.97%+3513F-HRTimeline
Lodestone Wealth Management LLC22,442$1.71M0.68%+66413F-HR/ATimeline
Providence First Trust Co22,205$1.69M0.59%-4,19713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,162$1.68M0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC21,196$1.61M0.05%+66213F-HRTimeline
Accel Wealth Management20,952$1.59M0.42%+32613F-HRTimeline
Argent Trust Co20,513$1.56M0.05%+4,23113F-HRTimeline
Institute for Wealth Management, LLC.20,296$1.54M0.17%-25013F-HRTimeline
BLUE JEAN FINANCIAL LLC20,160$1.53M1.26%+51013F-HRTimeline
Aldebaran Financial Inc.19,453$1.48M1.4%+2,51413F-HRTimeline
Sigma Planning Corp19,342$1.47M0.04%+1,14013F-HRTimeline
Concorde Asset Management, LLC19,226$1.46M0.72%new13F-HRTimeline
MEMBERS WEALTH LLC17,040$1.45M0.87%+2,87413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,039$1.45M0.01%+3,97613F-HRTimelineGroup
Sowell Financial Services LLC18,448$1.4M0.05%+3,46113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.18,088$1.38M<0.01%+15,29813F-HRTimelineGroup
Vise Technologies, Inc.18,840$1.36M0.03%013F-HRTimeline
Kendall Capital Management17,000$1.29M0.26%013F-HRTimeline
Anson Capital, Inc.16,550$1.26M0.86%-4313F-HRTimeline
LOWERY THOMAS, LLC16,466$1.25M0.72%+30113F-HRTimeline
SFI Advisors, LLC16,014$1.22M1.28%-9,78413F-HRTimeline
Oxinas Partners, LLC15,688$1.19M0.54%+10713F-HRTimeline
Orion Porfolio Solutions, LLC15,395$1.17M0.01%-218,87813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,009$1.15M0.06%new13F-HR/ATimeline
J.W. COLE ADVISORS, INC.15,042$1.14M0.04%+1,40613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,871$1.13M<0.01%new13F-HRTimelineGroup
Sovran Advisors, LLC12,961$1.12M0.09%+54113F-HRTimeline
Inscription Capital, LLC14,451$1.1M0.12%+2313F-HRTimeline
Steward Partners Investment Advisory, L…14,119$1.07M0.01%-12,70813F-HRTimeline
Colonial River Investments, LLC14,074$1.07M0.38%+4,10913F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,832$1.05M0.04%-13,64313F-HRTimeline
WCG Wealth Advisors LLC13,602$1.03M0.03%+1,32613F-HRTimeline
Breakwater Capital Group13,538$1.03M0.14%-15013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,377$1.02M0.02%+2,05313F-HRTimelineGroup
Western Wealth Management, LLC13,335$1.01M0.04%-413F-HR/ATimeline
IHT Wealth Management, LLC13,017$990K0.02%+23413F-HRTimeline
UBS Group AGin group UBS Group AG13,000$988K<0.01%-17,54313F-HRTimelineGroup
Englebert Financial Advisers, LLC12,910$981K1.12%new13F-HRTimeline
MAI Capital Management12,772$971K0.01%+3,11413F-HRTimeline
MGO ONE SEVEN LLC12,450$946K0.02%-26113F-HRTimeline
CPWA, LLC10,754$942K1.13%13F-HRTimeline
Signature Equity Partners, LLC12,348$939K0.5%+94613F-HRTimeline
Kozak & Associates, Inc.11,187$925K0.18%-58613F-HRTimeline
Stonebridge Financial Group, LLC / MO12,148$923K0.78%+18213F-HRTimeline
UNIQUE WEALTH, LLC11,992$912K0.13%+65113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC11,770$895K0.2%new13F-HRTimeline
Quantum Portfolio Management LLC11,541$877K0.38%-74213F-HR/ATimeline
TRUST CO OF TOLEDO NA /OH/11,439$870K0.08%+45113F-HRTimeline
Quantinno Capital Management LP11,412$868K<0.01%+5,18613F-HRTimeline
Southland Equity Partners LLC11,109$845K0.16%-7513F-HRTimeline
Fortune Financial Group, Inc.11,044$840K0.76%+1,45013F-HRTimeline
IFP Advisors, Inc10,799$821K0.02%+20613F-HRTimeline
Cornerstone Planning Group LLC9,118$805K0.11%new13F-HRTimeline
Trilogy Capital Inc.10,317$784K0.03%+1,95913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,234$778K<0.01%-1,97613F-HRTimelineGroup
Alchemi Wealth, LLC10,232$778K0.43%+86013F-HRTimeline
Belpointe Asset Management LLC9,987$759K0.03%013F-HRTimeline
Fortis Capital Advisors, LLC9,987$759K0.1%013F-HRTimeline
Creative Planningin group Creative Planning9,937$755K<0.01%+6,06213F-HRTimelineGroup
Peterson Wealth Services9,651$734K0.18%+1,38313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,591$729K<0.01%-4813F-HR/ATimelineGroup
Bellecapital International Ltd.9,545$726K0.13%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.9,319$709K0.01%+90713F-HRTimeline
RWA WEALTH PARTNERS, LLC9,102$692K0.01%-16813F-HRTimeline
Cornerstone Wealth Management, LLC8,840$672K0.03%+62413F-HRTimeline
Rehmann Capital Advisory Group8,827$671K0.03%+2,43813F-HRTimeline
Total Clarity Wealth Management, Inc.8,745$665K0.16%new13F-HRTimeline
&PARTNERS8,198$623K<0.01%+10813F-HRTimeline
Investmark Advisory Group LLC7,981$607K0.26%+40113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,962$605K0.02%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.7,921$602K0.03%+4213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,845$596K0.01%+30513F-HR/ATimeline
Solutions 4 Wealth, Ltd7,646$581K0.87%-27413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,518$571K0.02%+3,27513F-HRTimelineGroup
Sculati Wealth Management, LLC7,481$569K0.21%-43313F-HRTimeline
Sonoma Allocations LLC7,232$567K0.2%new13F-HRTimeline
Clear Creek Financial Management, LLC7,231$550K0.04%+2,44313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,066$537K<0.01%-27713F-HRTimelineGroup
Index Technologies Group LLC7,007$533K0.58%-45713F-HRTimeline
FMR LLCin group FMR LLC6,916$526K<0.01%+2,50913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,874$523K0.01%013F-HRTimelineGroup
Valtrion Capital Management, LLC6,673$507K0.48%-14913F-HRTimeline
MONECO ADVISORS, LLC6,542$497K0.04%-17013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,493$494K<0.01%+93613F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.6,449$490K0.06%-7,97013F-HRTimeline
Betterment LLC6,275$477K<0.01%-10,08813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,979$455K0.03%+85813F-HRTimeline
Advisory Services Network, LLC5,883$447K0.01%+6313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,639$429K<0.01%-25513F-HRTimelineGroup
Mutual Advisors, LLC5,491$417K0.01%+47513F-HRTimeline
TAGStone Capital, Inc.5,196$395K0.14%+1,16113F-HRTimeline
Aviance Capital Partners, LLC5,187$394K0.05%013F-HRTimeline
Astoria Portfolio Advisors LLC.4,541$389K0.08%new13F-HRTimeline
Intrua Financial, LLC4,991$379K0.04%+1,03713F-HRTimeline
CoreCap Advisors, LLC4,984$379K0.01%-3013F-HRTimeline
World Investment Advisors4,939$375K0.01%-57113F-HRTimeline
GTS SECURITIES LLC4,882$371K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.4,832$367K0.15%+313F-HRTimeline
CARLSON FINANCIAL, INC.4,814$366K0.22%+3813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,805$365K0.01%-3213F-HRTimelineGroup
Madison Wealth Partners, Inc4,792$364K0.06%new13F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV4,694$357K0.23%-6313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,441$338K0.01%+70513F-HRTimelineGroup