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Disclosery

XSVM INVESCO EXCHANGE TRADED FD T

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S&P SMCP VLU MNT (fund)

115 managers (115 13F filers) reported a position in XSVM shares at 2025-09-30, 5,809,857 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
115
13F filers
115
New
12
Added
36
Reduced
50
Sold out
10
Shares held by filers
5,809,857

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 LLC902,559$51M0.01%-184,29913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/467,937$26.4M<0.01%-11,74113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY384,442$21.7M<0.01%+9,94213F-HR/ATimelineGroup
Valmark Advisers, Inc.311,203$17.6M0.23%+15,89613F-HRTimeline
360 Financial, Inc.310,802$17.6M5.68%-3,14213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.264,775$14.9M0.13%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.262,782$14.9M0.02%+114,71913F-HRTimelineGroup
CWM, LLCin group CWM, LLC236,586$13.4M0.04%-15,99513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC171,648$9.69M0.01%-259,18313F-HRTimeline
Traction Financial Partners, LLC169,543$9.57M5.91%+10,79313F-HRTimeline
Cetera Investment Advisers159,801$9.02M0.01%+91,74213F-HRTimeline
Altman Advisors, Inc.123,864$6.99M2.68%+36,41713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC112,068$6.33M<0.01%-5,70713F-HRTimelineGroup
Janney Montgomery Scott LLC100,887$5.7M0.01%-17,61613F-HRTimeline
CIBC WORLD MARKET INC.99,674$5.63M0.01%+49213F-HRTimeline
Private Advisor Group, LLC98,349$5.55M0.03%+19,12313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…95,189$5.37M<0.01%-8,19113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC91,095$5.14M0.01%-13,66113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,317$4.59M<0.01%-15,39513F-HRTimelineGroup
Cooper Financial Group71,170$4.02M0.44%+2,50413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN66,017$3.73M<0.01%-1,39913F-HRTimelineGroup
Kellett Wealth Advisors, LLC64,234$3.63M2.19%+83813F-HRTimeline
MONECO ADVISORS, LLC58,426$3.3M0.28%-3,49213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,351$3.24M<0.01%-21,82313F-HRTimelineGroup
Fermata Advisors, LLC54,416$3.07M0.78%+3,22113F-HRTimeline
Premier Path Wealth Partners, LLC48,350$2.73M0.35%+2,26613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC48,171$2.72M<0.01%+78513F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth44,485$2.51M0.03%-98313F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC44,178$2.49M1.05%-90313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,295$2.39M<0.01%-4,30013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,497$2.01M<0.01%-21413F-HRTimelineGroup
Apex Wealth Management, LLC34,403$1.94M1.39%+23813F-HRTimeline
Fortress Wealth Management, Inc.32,068$1.81M0.81%-1,00313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,866$1.8M0.02%-7213F-HRTimelineGroup
Bestgate Wealth Advisors, LLC31,431$1.77M3.13%+1,74613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…30,000$1.69M0.26%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management27,283$1.54M0.05%+12813F-HRTimelineGroup
IHT Wealth Management, LLC25,982$1.47M0.04%+2,74413F-HRTimeline
LOWERY THOMAS, LLC25,367$1.43M0.83%+1,05513F-HRTimeline
Williams & Novak Wealth Management, LLC25,247$1.43M1.1%+96513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP23,100$1.3M<0.01%-54,40013F-HRTimelineGroup
SFM, LLC21,349$1.21M0.7%-15413F-HRTimeline
Valued Wealth Advisors LLC19,751$1.12M0.52%-5213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co18,426$1.04M<0.01%-2,17613F-HRTimelineGroup
Marshall Financial Group, LLC17,691$999K0.19%-21813F-HRTimeline
Asset Allocation Strategies LLC17,395$982K0.19%-6,46613F-HRTimeline
OxenFree Capital LLC16,966$953K0.52%-91313F-HRTimeline
Sanctuary Advisors, LLC16,535$934K0.01%013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,281$919K<0.01%-1,76813F-HRTimelineGroup
UBS Group AGin group UBS Group AG15,696$886K<0.01%-52,77313F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,658$771K<0.01%+42113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,477$761K<0.01%-1,51013F-HRTimelineGroup
Brightwater Advisory LLC13,034$736K0.51%+7113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,784$609K0.04%-47513F-HRTimeline
Del-Sette Capital Management, LLC10,298$581K0.36%-37913F-HRTimeline
Institute for Wealth Management, LLC.9,740$550K0.06%013F-HRTimeline
HighTower Advisors, LLC9,736$550K<0.01%-3,02813F-HRTimeline
Southland Equity Partners LLC9,704$548K0.11%-63013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,684$547K<0.01%-68913F-HRTimelineGroup
Creative Planningin group Creative Planning9,174$518K<0.01%-2813F-HRTimelineGroup
Armbruster Capital Management, Inc.9,094$513K0.09%013F-HRTimeline
LEIGH BALDWIN & CO., LLC9,049$511K0.29%+6313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,050$506K<0.01%-1,77313F-HRTimeline
Visionary Wealth Advisors8,899$502K0.02%-2113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,037$453K0.03%-2,44913F-HRTimeline
Eagle Strategies LLC7,991$451K0.06%+1,21413F-HRTimeline
Arete Wealth Advisors, LLC7,947$449K0.03%-5,44213F-HRTimeline
RFG Advisory, LLC7,086$400K0.01%-2,53613F-HRTimeline
Geneos Wealth Management Inc.6,440$364K0.01%-90013F-HRTimeline
Parallel Advisors, LLC6,001$339K0.01%013F-HRTimeline
Sigma Planning Corp5,787$327K0.01%-19713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,387$304K0.07%+1013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,114$289K0.01%-1,58713F-HRTimeline
Laird Norton Wetherby Wealth Management…5,000$282K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,753$268K<0.01%new13F-HRTimeline
Maia Wealth LLC4,772$263K0.04%new13F-HRTimeline
Evanson Asset Management, LLC4,455$252K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC4,388$248K<0.01%+1213F-HRTimeline
WESCAP Management Group, Inc.4,314$244K0.05%+3013F-HRTimeline
TruWealth Advisors, LLC4,180$236K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,176$236K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,162$235K<0.01%+913F-HRTimelineGroup
Swisher Financial Concepts, Inc.3,951$223K0.13%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,753$212K<0.01%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT3,740$211K0.02%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC3,612$204K0.02%new13F-HRTimeline
CoreCap Advisors, LLC2,900$164K0.01%+42313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,436$138K<0.01%+1,05213F-HRTimeline
FMR LLCin group FMR LLC2,074$117K<0.01%-44313F-HRTimelineGroup
SYM FINANCIAL Corp2,000$113K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,797$101K0.01%-33613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,500$84.7K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,207$68.1K<0.01%new13F-HR/ATimelineGroup
Cornerstone Planning Group LLC1,211$66.2K0.01%+813F-HRTimeline
Harbor Asset Planning, Inc.961$54.2K0.05%+713F-HRTimeline
Wealthspire Advisors, LLC934$52.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC921$52K<0.01%-1513F-HRTimeline
Global Retirement Partners, LLC725$40.9K<0.01%-9513F-HRTimeline
Farther Finance Advisors, LLC724$40.9K<0.01%-4613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC650$36.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC575$32.5K<0.01%+21513F-HRTimeline
Beacon Capital Management, Inc.549$31K<0.01%-52313F-HRTimeline
Steward Partners Investment Advisory, L…504$28.5K<0.01%+4013F-HRTimeline
GPS Wealth Strategies Group, LLC355$20K<0.01%+913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…333$18.8K<0.01%-1,18113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\328$18.5K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC290$16.4K<0.01%+213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …166$9.37K<0.01%13F-HRTimelineGroup
Allworth Financial LP92$5.21K<0.01%+9213F-HRTimeline
HARBOUR INVESTMENTS, INC.90$5.08K<0.01%013F-HRTimeline
Main Street Group, LTD79$4.46K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52$2.97K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22$1.24K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC0$11<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.