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Disclosery

XSVM INVESCO EXCHANGE TRADED FD T

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S&P SMCP VLU MNT (fund)

123 managers (123 13F filers) reported a position in XSVM shares at 2025-03-31, 7,579,617 shares in all. 9 filers opened a position and 20 filers sold out during the quarter.

Managers
123
13F filers
123
New
9
Added
45
Reduced
55
Sold out
20
Shares held by filers
7,579,617

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 LLC1,228,208$61.7M0.02%-453,84613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC603,994$30.3M0.04%-96,35113F-HRTimeline
CWM, LLCin group CWM, LLC572,522$28.7M0.11%-159,10013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY538,250$27M<0.01%-8,18813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/496,568$24.9M<0.01%+42,46213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.299,997$15.1M0.09%+12,57413F-HRTimeline
360 Financial, Inc.295,414$14.8M5.4%+12,42413F-HRTimeline
Valmark Advisers, Inc.278,053$14M0.21%+10,09813F-HRTimeline
Traction Financial Partners, LLC176,041$8.84M6.9%-27,36613F-HRTimeline
Janney Montgomery Scott LLC152,098$7.63M0.02%-10,33313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC139,535$7M<0.01%-66,00113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC137,484$6.9M<0.01%+3,77113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC131,101$6.58M0.02%-4,16713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,910$6.53M0.01%-6,53113F-HRTimelineGroup
CW Advisors, LLC123,587$6.2M0.07%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP114,800$5.76M0.01%+65,30013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…104,874$5.26M<0.01%+7,16513F-HRTimelineGroup
CIBC WORLD MARKET INC.103,536$5.2M0.01%-63,38313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA98,626$4.95M<0.01%-8,71913F-HR/ATimelineGroup
Altman Advisors, Inc.85,074$4.12M1.9%+2,93413F-HRTimeline
MONECO ADVISORS, LLC73,989$3.71M0.38%-25,88613F-HR/ATimeline
Cetera Investment Advisers73,391$3.68M0.01%-30,11213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71,409$3.58M<0.01%-77,92913F-HRTimelineGroup
Private Advisor Group, LLC71,037$3.57M0.02%+5,11813F-HRTimeline
Cooper Financial Group68,425$3.43M0.45%+6,45813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC59,350$2.98M<0.01%+1,10013F-HRTimelineGroup
Fermata Advisors, LLC54,379$2.73M0.49%+3,79913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,190$2.72M<0.01%-24,96013F-HRTimelineGroup
IHT Wealth Management, LLC48,541$2.44M0.08%-2,69113F-HRTimeline
Kellett Wealth Advisors, LLC47,453$2.38M1.65%+1,55213F-HRTimeline
Premier Path Wealth Partners, LLC44,679$2.24M0.35%+3,63613F-HRTimeline
Arax Advisory Partners40,567$2.04M0.13%+34,61713F-HRTimeline
UBS Group AGin group UBS Group AG39,539$1.98M<0.01%+2,49113F-HRTimelineGroup
Apex Wealth Management, LLC34,063$1.71M1.54%+26313F-HRTimeline
Fortress Wealth Management, Inc.33,020$1.66M0.86%-7213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,272$1.61M<0.01%+9,57013F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,571$1.58M0.02%-9,57313F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…30,000$1.51M0.29%013F-HR/ATimelineGroup
Bestgate Wealth Advisors, LLC29,685$1.49M3.09%+1,42313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,282$1.47M0.05%+17313F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth28,454$1.43M0.02%+3,53113F-HRTimelineGroup
Arete Wealth Advisors, LLC28,403$1.43M0.11%-7,23613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC28,066$1.41M0.72%+3,52913F-HRTimeline
CHB Investment Group, LLC27,063$1.36M0.72%-85413F-HRTimeline
Asset Allocation Strategies LLC26,860$1.35M0.34%-7,40013F-HRTimeline
Valued Wealth Advisors LLC26,400$1.33M0.8%+8,55213F-HRTimeline
Williams & Novak Wealth Management, LLC24,290$1.22M1.2%-6,10013F-HRTimeline
Marshall Financial Group, LLC24,280$1.22M0.27%-20,52313F-HRTimeline
LOWERY THOMAS, LLC24,176$1.21M0.83%-23813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,066$1.21M<0.01%+1,41713F-HRTimelineGroup
HBW ADVISORY SERVICES LLC22,564$1.13M0.16%+85913F-HRTimeline
SFM, LLC21,744$1.09M0.8%-2,66213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,494$1.08M<0.01%new13F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co21,002$1.05M<0.01%-63013F-HR/ATimelineGroup
HighTower Advisors, LLC19,391$973K<0.01%-11,35913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,098$959K<0.01%-1,81613F-HRTimelineGroup
D.A. DAVIDSON & CO.18,678$938K0.01%+1013F-HRTimeline
Cambridge Investment Research Advisors,…17,300$868K<0.01%-3,12213F-HRTimeline
Del-Sette Capital Management, LLC16,675$837K0.66%-1,96913F-HRTimeline
Sanctuary Advisors, LLC16,547$831K0.01%-513F-HRTimeline
OxenFree Capital LLC17,732$809K0.62%+27613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,630$785K<0.01%+3413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,549$730K0.06%+86013F-HRTimeline
RFG Advisory, LLC12,611$633K0.02%+3,12413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,119$608K0.01%-21413F-HRTimelineGroup
Gladstone Institutional Advisory LLC11,898$597K0.03%new13F-HRTimeline
Andina Capital Management, LLC11,178$561K0.4%-2,99713F-HRTimeline
Visionary Wealth Advisors10,841$544K0.03%-1,26913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,965$543K0.01%+21113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,708$537K0.03%-5,60513F-HRTimeline
Brightwater Advisory LLC10,650$535K0.42%+2,26213F-HR/ATimeline
Atria Wealth Solutions, Inc.10,548$530K0.01%-79613F-HRTimeline
Southland Equity Partners LLC10,371$521K0.12%-18513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,370$521K<0.01%+3,99713F-HR/ATimelineGroup
Institute for Wealth Management, LLC.9,740$489K0.06%013F-HRTimeline
Creative Planningin group Creative Planning9,247$464K<0.01%-213F-HRTimelineGroup
Armbruster Capital Management, Inc.9,094$457K0.09%-18713F-HRTimeline
LEIGH BALDWIN & CO., LLC8,939$449K0.36%+6813F-HRTimeline
Geneos Wealth Management Inc.8,865$445K0.01%-86013F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,781$441K0.05%-5,78613F-HRTimeline
TWO SIGMA SECURITIES, LLC8,414$422K0.06%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,353$419K<0.01%-2,78813F-HRTimelineGroup
FLOW TRADERS U.S. LLC7,594$381K0.02%new13F-HRTimeline
Sigma Planning Corp7,240$363K0.01%-36113F-HRTimeline
OneDigital Investment Advisors LLC6,567$330K<0.01%-50,69013F-HRTimeline
Eagle Strategies LLC6,381$320K0.06%+1,52213F-HRTimeline
WESCAP Management Group, Inc.6,073$305K0.07%+17913F-HRTimeline
Parallel Advisors, LLC6,001$301K0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,369$270K0.1%-1,98913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,281$265K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,255$264K0.01%-61313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC4,854$244K0.05%+1613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,660$234K<0.01%-81013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,473$225K<0.01%new13F-HRTimelineGroup
Evanson Asset Management, LLC4,455$224K0.02%013F-HRTimeline
TruWealth Advisors, LLC4,287$215K0.01%-8,47813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,081$205K<0.01%+29913F-HRTimelineGroup
FMR LLCin group FMR LLC2,989$150K<0.01%+1,08413F-HRTimelineGroup
CoreCap Advisors, LLC2,477$124K0.01%+19713F-HRTimeline
COMERICA BANK2,337$117K<0.01%013F-HRTimeline
SYM FINANCIAL Corp2,000$100K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,883$94.5K0.01%-54613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,847$92.7K<0.01%-11313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,500$75.3K0.04%013F-HRTimeline
N.E.W. Advisory Services LLC1,270$63.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,155$58K<0.01%+17213F-HRTimeline
Cornerstone Planning Group LLC1,197$56.8K0.01%+1013F-HRTimeline
Farther Finance Advisors, LLC836$42.1K<0.01%+47713F-HRTimeline
MAI Capital Management680$34.1K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC650$32.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…495$24.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC360$18.1K<0.01%-4,41713F-HRTimeline
GPS Wealth Strategies Group, LLC346$17.4K<0.01%+1813F-HRTimeline
Wagner Wealth Management, LLC302$15.2K<0.01%+613F-HRTimeline
HARBOUR INVESTMENTS, INC.270$13.6K<0.01%-49613F-HRTimeline
AMERIFLEX GROUP, INC.260$13.1K0.01%-3313F-HRTimeline
Anderson Financial Strategies, LLC249$12.5K0.01%-117,20513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …166$8.33K<0.01%13F-HRTimelineGroup
Global Financial Private Client, LLC87$4.41K<0.01%-13313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…15$744<0.01%new13F-HRTimelineGroup
Allworth Financial LP0$15<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Roble, Belko & Company, Inc7$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.