INVESCO EXCHANGE TRADED FD T (XMHQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
411
Reporting holders
$3.5B
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $459.4M | 4,069,723 | 0.10% | 28q | -8.4%-$41.9M |
| MORGAN STANLEY | $277.0M | 2,453,754 | 0.01% | 33q | +1.5%+$4.2M |
| Cetera Investment Advisers | $157.5M | 1,395,285 | 0.14% | 22q | -0.5%-$812.5K |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $144.5M | 1,280,545 | 1.08% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $136.6M | 1,209,723 | 0.07% | 21q | +0.6%+$849.0K |
| JONES FINANCIAL COMPANIES LLLP | $120.9M | 1,083,543 | 0.05% | 11q | +10.9%+$11.9M |
| AMERIPRISE FINANCIAL INC | $120.3M | 1,065,755 | 0.02% | 24q | -54.5%-$144.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $107.0M | 948,076 | 0.13% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $92.8M | 821,987 | 0.03% | 7q | -8.2%-$8.3M |
| BANK OF AMERICA CORP /DE/ | $72.4M | 641,349 | 0.00% | 18q | -2.4%-$1.8M |
| WELLS FARGO & COMPANY/MN | $66.4M | 588,075 | 0.01% | 31q | -59.0%-$95.6M |
| Waverly Advisors, LLC | $53.0M | 469,902 | 0.31% | 10q | +1592.6%+$49.9M |
| OSAIC HOLDINGS, INC. | $48.7M | 431,036 | 0.06% | 26q | +15.9%+$6.7M |
| Focus Partners Wealth | $47.4M | 420,269 | 0.05% | 9q | -4.7%-$2.3M |
| STRAIGHTLINE GROUP LLC | $41.8M | 370,591 | 19.72% | 6q | +1.8%+$748.6K |
| NewEdge Advisors, LLC | $41.2M | 364,659 | 0.12% | 22q | +96.4%+$20.2M |
| Focus Financial Network, Inc. | $39.4M | 348,740 | 1.22% | 17q | +1.6%+$636.3K |
| EQUITABLE TRUST CO | $38.2M | 338,550 | 1.59% | 4q | +1.9%+$696.7K |
| UMB Bank, n.a. | $36.3M | 321,520 | 0.46% | 7q | +1.6%+$560.9K |
| Crestwood Advisors Group, LLC | $34.1M | 302,466 | 0.51% | 6q | +2.2%+$728.4K |
| ROYAL BANK OF CANADA | $31.9M | 282,592 | 0.00% | 31q | +16.9%+$4.6M |
| Atlantic Union Bankshares Corp | $30.0M | 266,013 | 0.50% | 5q | +2.4%+$705.5K |
| Bluespring Wealth Management, LLC | $28.9M | 255,789 | 0.56% | new | NEW |
| HighTower Advisors, LLC | $27.7M | 245,023 | 0.03% | 10q | -0.6%-$178.8K |
| Merit Financial Group, LLC | $25.9M | 229,762 | 0.08% | 11q | +104.8%+$13.3M |
| Private Advisor Group, LLC | $24.8M | 219,845 | 0.11% | 12q | -10.8%-$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $23.9M | 211,860 | 0.01% | 24q | -22.2%-$6.8M |
| Trilogy Capital Inc. | $23.4M | 207,094 | 0.91% | 15q | HELD |
| Blue Water Asset Management | $22.4M | 198,483 | 7.23% | 3q | +1.9%+$410.9K |
| Kestra Advisory Services, LLC | $21.6M | 191,531 | 0.07% | 14q | HELD |
| TRUST CO OF TOLEDO NA /OH/ | $21.2M | 188,122 | 1.77% | 5q | +4.1%+$834.5K |
| KPP Advisory Services LLC | $20.8M | 184,344 | 2.63% | 9q | +0.5%+$111.6K |
| UBS Group AG | $20.0M | 177,006 | 0.00% | 12q | -1.5%-$296.3K |
| SAX WEALTH ADVISORS, LLC | $19.3M | 186,619 | 0.78% | 9q | -1.9%-$373.5K |
| Wealthspire Retirement, LLC | $18.3M | 161,859 | 1.00% | 14q | +8.2%+$1.4M |
| Gerber Kawasaki Wealth & Investment Management | $18.2M | 161,101 | 0.49% | 13q | +5.6%+$966.0K |
| STIFEL FINANCIAL CORP | $17.9M | 159,000 | 0.01% | 15q | HELD |
| Wealth Enhancement Trust Services, Inc. | $17.6M | 164,016 | 1.04% | 3q | +92.3%+$8.4M |
| WCG Wealth Advisors LLC | $16.9M | 149,538 | 0.40% | 8q | +3.5%+$570.5K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $16.7M | 148,069 | 2.49% | 12q | +46.8%+$5.3M |
| MML INVESTORS SERVICES, LLC | $16.6M | 146,705 | 0.03% | 24q | +19.2%+$2.7M |
| Bleakley Financial Group, LLC | $15.9M | 140,808 | 0.20% | 6q | +2.7%+$413.5K |
| Everest Financial Group LLC | $14.9M | 131,701 | 2.01% | 3q | -15.7%-$2.8M |
| Traction Financial Partners, LLC | $14.8M | 130,921 | 7.85% | 11q | +4.1%+$575.6K |
| NBZ Investment Advisors LLC | $14.6M | 129,534 | 5.70% | 7q | -1.1%-$157.5K |
| Clearview Wealth Management LLC | $14.5M | 128,187 | 9.30% | 2q | HELD |
| PCG Wealth Advisors, LLC | $14.3M | 126,842 | 3.19% | 4q | -10.0%-$1.6M |
| Sowell Financial Services LLC | $14.2M | 125,775 | 0.46% | 12q | +1.8%+$251.0K |
| Madrona Financial Services, LLC | $14.0M | 123,961 | 2.58% | 8q | -2.5%-$360.9K |
| &PARTNERS | $13.5M | 118,745 | 0.06% | 10q | +40.5%+$3.9M |
| WESCAP Management Group, Inc. | $12.5M | 110,864 | 2.34% | 6q | +1.8%+$224.1K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $11.4M | 100,810 | 2.71% | 7q | +9.4%+$974.4K |
| Integrated Wealth Concepts LLC | $11.3M | 100,162 | 0.06% | 12q | +2722.3%+$10.9M |
| Altus Wealth Group LLC | $11.3M | 99,819 | 4.07% | 10q | +3.0%+$332.1K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $10.8M | 95,805 | 4.49% | new | NEW |
| Cornerstone Wealth Management, LLC | $10.5M | 93,077 | 0.45% | 11q | +6.4%+$633.9K |
| Concord Wealth Partners | $10.5M | 92,704 | 1.20% | 23q | +4.5%+$447.7K |
| XY Planning Network, Inc. | $10.3M | 91,449 | 1.30% | 7q | +28.0%+$2.3M |
| Equitable Holdings, Inc. | $10.3M | 91,236 | 0.06% | 15q | -13.7%-$1.6M |
| HARBOUR INVESTMENTS, INC. | $10.3M | 91,194 | 0.14% | 21q | +1.9%+$193.3K |
| Corecam Pte. Ltd. | $10.0M | 88,720 | 3.79% | 7q | -18.5%-$2.3M |
| Oasis Advisors, LLC | $9.9M | 87,887 | 6.44% | new | NEW |
| Concord Asset Management, LLC/VA | $9.9M | 87,752 | 1.53% | 19q | +2.1%+$206.8K |
| Fifth Third Securities, Inc. | $9.8M | 86,619 | 0.56% | 9q | +2.1%+$197.4K |
| Investors Portfolio Services LLC | $9.0M | 79,879 | 6.88% | 3q | +18.4%+$1.4M |
| Gotham Asset Management, LLC | $9.0M | 79,486 | 0.02% | 10q | +18.6%+$1.4M |
| HighPoint Advisor Group LLC | $8.9M | 79,238 | 0.32% | 3q | HELD |
| Mariner, LLC | $8.6M | 76,511 | 0.01% | 13q | +1.8%+$153.2K |
| Trivium Point Advisory, LLC | $8.6M | 76,238 | 0.78% | 10q | +192.3%+$5.7M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $8.6M | 75,920 | 0.09% | 11q | +2.0%+$166.7K |
| DENVER WEALTH MANAGEMENT, INC. | $8.5M | 75,628 | 2.44% | 8q | +7.6%+$602.7K |
| DHJJ Financial Advisors, Ltd. | $8.4M | 74,376 | 2.42% | 9q | +3.1%+$248.7K |
| NewEdge Wealth, LLC | $8.2M | 72,224 | 0.08% | 9q | -6.1%-$527.1K |
| Farther Finance Advisors, LLC | $8.0M | 70,701 | 0.06% | 14q | -18.9%-$1.9M |
| ATTICUS WEALTH MANAGEMENT, LLC | $8.0M | 70,473 | 1.89% | 6q | +2.0%+$157.4K |
| IHT Wealth Management, LLC | $7.7M | 68,586 | 0.16% | 20q | -1.5%-$114.8K |
| Clark Wealth Partners | $7.5M | 66,614 | 4.25% | 7q | -10.6%-$890.1K |
| Berkeley, Inc | $7.0M | 61,771 | 2.19% | 6q | +0.7%+$45.7K |
| Lighthouse Wealth Management Inc. | $7.0M | 61,696 | 4.32% | 7q | +4.3%+$285.0K |
| Financial Management, Inc. | $6.9M | 60,827 | 5.63% | 3q | +1.4%+$96.5K |
| Stratos Wealth Partners, LTD. | $6.8M | 60,450 | 0.07% | 13q | +3.9%+$256.0K |
| Burns Matteson Capital Management, LLC | $6.7M | 59,522 | 2.10% | 11q | HELD |
| Journey Advisory Group, LLC | $6.6M | 58,778 | 0.51% | 9q | +5.7%+$356.7K |
| American National Bank of Texas | $6.5M | 57,403 | 5.91% | 4q | -0.9%-$58.0K |
| Modern Wealth Management, LLC | $6.4M | 56,580 | 0.08% | 7q | -32.1%-$3.0M |
| Spectrum Wealth Advisory Group, LLC | $6.3M | 56,108 | 1.80% | 8q | -1.2%-$73.7K |
| Principle Wealth Partners LLC | $6.3M | 56,075 | 0.31% | 18q | -2.0%-$131.3K |
| MGO ONE SEVEN LLC | $6.3M | 55,670 | 0.10% | 12q | -8.7%-$598.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.2M | 55,142 | 0.12% | 6q | +174.6%+$4.0M |
| PFG Advisors | $6.1M | 54,368 | 0.31% | 24q | +6.1%+$351.5K |
| Mascagni Wealth Management, Inc. | $6.1M | 54,169 | 3.80% | 7q | -2.1%-$130.7K |
| Perennial Investment Advisors, LLC | $6.1M | 54,060 | 0.41% | 21q | +2.2%+$132.1K |
| Aspen Wealth Strategies, LLC | $6.0M | 53,417 | 2.92% | 11q | +2.6%+$155.1K |
| Forge Financial Services LLC | $6.0M | 53,091 | 0.52% | 7q | -1.7%-$104.4K |
| PRECEDENT WEALTH PARTNERS, LLC | $5.9M | 52,484 | 0.99% | 7q | -51.7%-$6.3M |
| Live Oak Investment Partners | $5.8M | 51,820 | 3.15% | 10q | +4.3%+$240.7K |
| Prota Financial, LLC | $5.5M | 49,037 | 3.64% | 3q | -35.7%-$3.1M |
| Onyx Bridge Wealth Group LLC | $5.5M | 48,910 | 0.50% | 8q | +3.8%+$204.2K |
| MAI Capital Management | $5.5M | 48,326 | 0.02% | 10q | +1.9%+$99.1K |
| Mann Financial Group, Inc. | $5.4M | 48,238 | 4.56% | 4q | +21.2%+$951.8K |
Showing the largest 100 of 432 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 411 | $3.5B | 30,951,936 | 30 | 145 | 145 | 0.0% |
| Q1 2026 | 406 | $3.4B | 33,350,820 | 34 | 136 | 149 | 0.0% |
| Q4 2025 | 400 | $3.3B | 31,764,933 | 32 | 140 | 135 | 0.0% |
| Q3 2025 | 376 | $3.1B | 29,996,553 | 36 | 143 | 135 | 0.0% |
| Q2 2025 | 368 | $2.9B | 29,593,617 | 30 | 127 | 162 | 0.1% |
| Q1 2025 | 375 | $3.3B | 36,093,121 | 40 | 148 | 137 | 0.0% |
| Q4 2024 | 381 | $3.9B | 39,543,187 | 48 | 182 | 72 | 0.0% |
| Q3 2024 | 322 | $3.5B | 34,467,552 | 55 | 174 | 56 | 0.0% |
| Q2 2024 | 287 | $2.9B | 29,542,812 | 53 | 155 | 54 | 0.3% |
| Q1 2024 | 260 | $3.1B | 27,990,781 | 82 | 114 | 40 | 0.0% |
| Q4 2023 | 192 | $1.6B | 18,214,009 | 52 | 92 | 21 | 0.0% |
| Q3 2023 | 139 | $807.5M | 10,028,830 | 35 | 60 | 21 | 0.0% |
| Q2 2023 | 112 | $567.5M | 7,030,361 | 38 | 42 | 15 | 0.0% |
| Q1 2023 | 73 | $301.7M | 4,110,765 | 9 | 36 | 16 | 0.0% |
| Q4 2022 | 70 | $196.9M | 2,851,213 | 9 | 28 | 18 | 0.0% |
| Q3 2022 | 74 | $169.6M | 2,722,157 | 3 | 30 | 26 | 0.0% |
| Q2 2022 | 77 | $174.5M | 2,744,750 | 6 | 36 | 19 | 0.0% |
| Q1 2022 | 74 | $222.7M | 2,947,998 | 12 | 35 | 13 | 0.0% |
| Q4 2021 | 68 | $196.3M | 2,444,942 | 9 | 36 | 10 | 0.0% |
| Q3 2021 | 59 | $158.2M | 2,080,028 | 8 | 27 | 17 | 0.0% |
| Q2 2021 | 58 | $163.5M | 2,110,573 | 10 | 33 | 5 | 0.0% |
| Q1 2021 | 55 | $126.1M | 1,667,332 | 18 | 25 | 5 | 0.0% |
| Q4 2020 | 36 | $66.5M | 990,023 | 9 | 16 | 2 | 0.0% |
| Q3 2020 | 29 | $38.1M | 697,003 | 12 | 8 | 2 | 0.0% |
| Q2 2020 | 18 | $24.8M | 469,720 | 1 | 3 | 7 | 0.0% |
| Q1 2020 | 21 | $7.7M | 187,049 | 2 | 3 | 6 | 0.0% |
| Q4 2019 | 21 | $9.4M | 175,331 | 1 | 5 | 6 | 0.0% |
| Q3 2019 | 22 | $7.8M | 157,570 | 4 | 2 | 6 | 0.0% |
| Q2 2019 | 18 | $7.7M | 153,574 | 4 | 3 | 3 | 0.0% |
| Q1 2019 | 19 | $6.2M | 124,435 | 4 | 2 | 7 | 0.0% |
| Q4 2018 | 22 | $6.5M | 151,054 | 1 | 1 | 0 | 0.0% |