INVESCO EXCHANGE TRADED FD T (XMMO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
469
Reporting holders
$5.1B
Reported value
0.1%
Held as options
+58
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 | $696.8M | 4,095,320 | 0.16% | 31q | +10.7%+$67.3M |
| MORGAN STANLEY | $402.9M | 2,368,277 | 0.02% | 33q | +18.5%+$62.9M |
| Cetera Investment Advisers | $257.0M | 1,510,414 | 0.23% | 27q | +10.5%+$24.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $233.4M | 1,371,946 | 0.12% | 31q | +17.7%+$35.1M |
| WELLS FARGO & COMPANY/MN | $228.9M | 1,345,518 | 0.04% | 31q | -43.1%-$173.6M |
| RAYMOND JAMES FINANCIAL INC | $221.0M | 1,299,037 | 0.06% | 7q | +15.9%+$30.3M |
| ENVESTNET ASSET MANAGEMENT INC | $220.5M | 1,295,928 | 0.05% | 30q | +22.0%+$39.8M |
| AMERIPRISE FINANCIAL INC | $172.7M | 1,015,181 | 0.03% | 31q | -33.2%-$86.0M |
| BANK OF AMERICA CORP /DE/ | $170.2M | 1,000,210 | 0.01% | 31q | +27.3%+$36.5M |
| OSAIC HOLDINGS, INC. | $151.9M | 892,567 | 0.18% | 26q | +19.8%+$25.1M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $150.0M | 881,795 | 1.12% | 4q | -6.6%-$10.7M |
| JONES FINANCIAL COMPANIES LLLP | $139.6M | 835,694 | 0.06% | 10q | +49.1%+$46.0M |
| ROYAL BANK OF CANADA | $86.3M | 507,500 | 0.01% | 31q | +36.1%+$22.9M |
| MML INVESTORS SERVICES, LLC | $78.3M | 460,191 | 0.16% | 31q | +33.0%+$19.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $62.6M | 368,061 | 0.08% | 31q | +1.5%+$950.2K |
| STIFEL FINANCIAL CORP | $62.1M | 365,151 | 0.05% | 31q | +2.6%+$1.6M |
| GREAT VALLEY ADVISOR GROUP, INC. | $60.2M | 353,974 | 0.95% | 16q | +3.0%+$1.8M |
| HighTower Advisors, LLC | $59.3M | 348,431 | 0.06% | 31q | +35.0%+$15.4M |
| UBS Group AG | $58.1M | 341,475 | 0.01% | 31q | +10.2%+$5.4M |
| AFFINITY WEALTH MANAGEMENT LLC | $54.5M | 320,484 | 7.02% | 10q | -0.7%-$365.8K |
| Private Advisor Group, LLC | $45.3M | 266,130 | 0.21% | 25q | +56.3%+$16.3M |
| Clark Capital Management Group, Inc. | $35.7M | 209,806 | 0.19% | 2q | -3.5%-$1.3M |
| TWO SIGMA INVESTMENTS, LP | $33.5M | 196,900 | 0.02% | new | NEW |
| AssuredPartners Investment Advisors, LLC | $32.1M | 188,397 | 3.10% | 7q | +57.5%+$11.7M |
| Equitable Holdings, Inc. | $29.8M | 175,074 | 0.18% | 27q | +4.4%+$1.2M |
| CITIGROUP INC | $29.2M | 171,794 | 0.01% | 31q | +3.9%+$1.1M |
| NewEdge Advisors, LLC | $26.5M | 155,686 | 0.08% | 31q | +153.9%+$16.1M |
| Oxford Wealth Group, LLC | $23.5M | 138,113 | 10.51% | 7q | HELD |
| Davidson Capital Management Inc. | $23.5M | 138,042 | 3.76% | 6q | -1.1%-$257.1K |
| PRINCIPAL SECURITIES, INC. | $23.2M | 136,140 | 0.28% | 11q | +6.6%+$1.4M |
| SHP Wealth Management | $22.2M | 130,771 | 1.53% | new | NEW |
| Focus Financial Network, Inc. | $21.3M | 125,386 | 0.66% | 17q | +1.2%+$243.6K |
| Ameritas Investment Partners, Inc. | $20.6M | 120,954 | 0.55% | 7q | +430.4%+$16.7M |
| Dala Group, LLC | $19.1M | 112,019 | 15.70% | new | FIRST |
| Peak Planning Group, LLC | $18.6M | 109,569 | 4.21% | 3q | +8.5%+$1.5M |
| Modern Wealth Management, LLC | $18.4M | 108,083 | 0.22% | 3q | -2.7%-$518.1K |
| Kestra Advisory Services, LLC | $18.1M | 106,501 | 0.06% | 24q | +109.0%+$9.5M |
| Fifth Third Securities, Inc. | $17.2M | 101,244 | 0.98% | 15q | +5.3%+$865.7K |
| Financial Partners Group, Inc | $17.2M | 100,867 | 1.74% | 7q | -1.5%-$265.9K |
| MANCHESTER FINANCIAL INC | $16.4M | 96,580 | 2.92% | 8q | +2.3%+$370.6K |
| Orion Porfolio Solutions, LLC | $16.2M | 95,363 | 0.12% | 10q | -11.0%-$2.0M |
| Family Investment Center, Inc. | $15.8M | 93,073 | 2.63% | 7q | -4.7%-$788.6K |
| Advance Capital Management, Inc. | $15.8M | 92,765 | 0.51% | 3q | -50.5%-$16.1M |
| Sound Income Strategies, LLC | $15.8M | 92,630 | 0.71% | 6q | +15.4%+$2.1M |
| Insight Wealth Strategies, LLC | $15.5M | 93,115 | 1.51% | 6q | +1.1%+$172.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.4M | 95,520 | 0.03% | 12q | HELD |
| Quadrature Capital Ltd | $14.8M | 87,025 | 0.13% | new | NEW |
| FreeGulliver LLC | $14.7M | 86,510 | 5.19% | 7q | +15.9%+$2.0M |
| Oasis Advisors, LLC | $14.4M | 84,481 | 9.33% | 3q | -98.2%-$780.1M |
| Ameritas Advisory Services, LLC | $14.2M | 83,256 | 0.29% | 12q | +520.6%+$11.9M |
| Cerity Partners LLC | $14.1M | 83,063 | 0.02% | 5q | +6.8%+$903.4K |
| J.W. COLE ADVISORS, INC. | $13.7M | 80,247 | 0.23% | 19q | +4.5%+$581.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $13.1M | 77,168 | 0.10% | 10q | HELD |
| WIN ADVISORS, INC | $13.0M | 76,701 | 4.65% | new | NEW |
| FLAGSHIP WEALTH ADVISORS, LLC | $12.1M | 71,307 | 2.72% | 6q | +4.5%+$527.4K |
| TD PRIVATE CLIENT WEALTH LLC | $11.3M | 66,383 | 0.21% | 2q | +603.5%+$9.7M |
| AVAII WEALTH MANAGEMENT, LLC | $10.9M | 63,778 | 3.19% | 3q | +5.2%+$533.7K |
| Integrated Wealth Concepts LLC | $10.8M | 63,548 | 0.05% | 5q | -23.8%-$3.4M |
| Ausdal Financial Partners, Inc. | $10.7M | 62,929 | 0.42% | 11q | -1.2%-$134.9K |
| World Investment Advisors | $10.6M | 71,615 | 0.18% | 9q | +6.1%+$611.6K |
| ProVise Management Group, LLC | $10.5M | 61,437 | 0.70% | 21q | +1.8%+$186.6K |
| Arete Wealth Advisors, LLC | $10.4M | 61,272 | 0.23% | new | NEW |
| LMG Wealth Partners, LLC | $10.4M | 60,963 | 1.66% | 7q | +2.2%+$226.6K |
| Principle Wealth Partners LLC | $10.3M | 60,388 | 0.51% | 5q | +36.9%+$2.8M |
| Atlas Legacy Advisors, LLC | $10.1M | 59,242 | 1.49% | 7q | +1.4%+$138.0K |
| AXXCESS WEALTH MANAGEMENT, LLC | $9.1M | 53,723 | 0.15% | new | NEW |
| Meridian Wealth Management, LLC | $9.0M | 52,993 | 0.28% | new | NEW |
| B. Riley Wealth Advisors, Inc. | $9.0M | 53,703 | 0.48% | 2q | +957.8%+$8.1M |
| Koshinski Asset Management, Inc. | $9.0M | 52,781 | 0.48% | 7q | +4.1%+$353.9K |
| HUNTINGTON NATIONAL BANK | $8.6M | 50,410 | 0.04% | 26q | +108.3%+$4.5M |
| Merit Financial Group, LLC | $8.4M | 49,558 | 0.03% | 7q | +98.4%+$4.2M |
| TITLEIST ASSET MANAGEMENT, LLC | $8.3M | 48,776 | 0.56% | 14q | +2.8%+$226.8K |
| Sunrise Financial Services, LLC | $8.2M | 47,947 | 4.85% | 3q | +7.0%+$531.9K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $8.0M | 46,957 | 0.23% | 13q | HELD |
| Institute for Wealth Management, LLC. | $8.0M | 46,822 | 0.70% | 31q | +0.6%+$49.5K |
| Quattro Advisors LLC | $7.8M | 46,049 | 5.21% | 3q | +2.4%+$182.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.7M | 44,999 | 0.00% | new | NEW |
| NWAM LLC | $7.5M | 44,308 | 0.38% | 8q | +1.6%+$116.0K |
| Schorn Wealth LLC | $7.2M | 42,539 | 1.89% | 9q | HELD |
| JANE STREET GROUP, LLC | $7.1M | 12,497 | 0.00% | 3q | +213.7%+$4.8M |
| FLAGSHIP HARBOR ADVISORS, LLC | $7.0M | 41,405 | 0.27% | 7q | +9.4%+$604.5K |
| BLAIR WILLIAM & CO/IL | $6.7M | 39,324 | 0.02% | 31q | -7.8%-$564.4K |
| Kellett Wealth Advisors, LLC | $6.6M | 38,712 | 3.07% | 9q | +4.0%+$254.7K |
| Prime Capital Investment Advisors, LLC | $6.6M | 38,515 | 0.06% | 13q | -4.4%-$300.3K |
| Uniting Wealth Partners, LLC | $6.5M | 38,457 | 1.33% | 4q | HELD |
| Argent Trust Co | $6.5M | 38,267 | 0.19% | 3q | +100.8%+$3.3M |
| Guardian Asset Advisors, LLC | $6.3M | 36,761 | 2.88% | new | NEW |
| Ullmann Wealth Partners Group, LLC | $6.2M | 36,640 | 0.57% | 31q | +1.0%+$64.3K |
| BNB Wealth Management, LLC | $6.2M | 36,378 | 3.38% | 3q | +99.4%+$3.1M |
| Belpointe Asset Management LLC | $6.0M | 35,353 | 0.20% | 10q | +45.8%+$1.9M |
| BENJAMIN EDWARDS INC | $6.0M | 34,981 | 0.05% | 8q | +0.8%+$46.3K |
| Braeburn Wealth Management LLC | $5.8M | 33,907 | 2.48% | new | NEW |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $5.8M | 33,868 | 2.03% | 4q | +165.0%+$3.6M |
| PSI Advisors, LLC | $5.7M | 33,391 | 1.32% | 4q | +42.6%+$1.7M |
| Symphony Financial Services, Inc. | $5.6M | 33,126 | 2.53% | 9q | +0.8%+$42.4K |
| Kingsview Wealth Management, LLC | $5.6M | 32,639 | 0.07% | 23q | +12.9%+$633.1K |
| COLUMBIA ADVISORY PARTNERS LLC | $5.5M | 32,238 | 3.03% | 2q | +2.0%+$105.8K |
| AE Wealth Management LLC | $5.5M | 32,062 | 0.03% | 29q | +19.9%+$906.7K |
| SMITH, MOORE & CO. | $5.4M | 31,751 | 0.35% | 8q | +0.5%+$27.9K |
| Guilbault Capital LLC | $5.4M | 31,670 | 5.41% | 3q | +9.5%+$467.4K |
Showing the largest 100 of 481 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 | 469 | $5.1B | 29,952,960 | 70 | 211 | 94 | 0.1% |
| Q1 2026 | 411 | $4.0B | 27,313,404 | 53 | 174 | 113 | 0.0% |
| Q4 2025 | 396 | $3.3B | 23,570,717 | 44 | 149 | 101 | 0.0% |
| Q3 2025 | 345 | $2.7B | 20,321,736 | 39 | 146 | 80 | 0.0% |
| Q2 2025 | 332 | $2.3B | 18,030,277 | 49 | 113 | 106 | 0.2% |
| Q1 2025 | 314 | $2.0B | 17,652,341 | 35 | 136 | 87 | 0.1% |
| Q4 2024 | 353 | $2.7B | 21,979,362 | 96 | 128 | 39 | 0.0% |
| Q3 2024 | 243 | $1.3B | 11,031,084 | 47 | 96 | 45 | 0.0% |
| Q2 2024 | 222 | $1.3B | 11,066,239 | 46 | 70 | 54 | 0.0% |
| Q1 2024 | 192 | $1.5B | 12,767,705 | 50 | 54 | 46 | 0.0% |
| Q4 2023 | 153 | $713.9M | 7,936,160 | 18 | 48 | 45 | 0.0% |
| Q3 2023 | 140 | $651.1M | 8,087,368 | 15 | 46 | 34 | 0.0% |
| Q2 2023 | 137 | $479.0M | 6,021,935 | 15 | 42 | 48 | 0.0% |
| Q1 2023 | 134 | $480.9M | 6,370,588 | 12 | 43 | 43 | 0.0% |
| Q4 2022 | 138 | $452.4M | 6,025,843 | 21 | 54 | 34 | 0.0% |
| Q3 2022 | 144 | $408.8M | 5,877,097 | 20 | 46 | 37 | 0.0% |
| Q2 2022 | 139 | $376.7M | 5,310,817 | 14 | 44 | 51 | 0.0% |
| Q1 2022 | 140 | $470.2M | 5,482,493 | 10 | 44 | 46 | 0.0% |
| Q4 2021 | 146 | $460.0M | 5,058,643 | 13 | 42 | 36 | 0.0% |
| Q3 2021 | 126 | $393.5M | 4,673,938 | 13 | 50 | 32 | 0.0% |
| Q2 2021 | 128 | $410.1M | 4,784,969 | 20 | 36 | 35 | 0.0% |
| Q1 2021 | 122 | $461.7M | 5,500,538 | 16 | 40 | 37 | 0.0% |
| Q4 2020 | 116 | $463.1M | 5,868,285 | 12 | 38 | 33 | 0.0% |
| Q3 2020 | 102 | $377.9M | 5,559,517 | 11 | 34 | 31 | 0.0% |
| Q2 2020 | 91 | $333.6M | 5,458,727 | 12 | 33 | 28 | 0.0% |
| Q1 2020 | 94 | $247.9M | 4,784,102 | 14 | 31 | 31 | 0.0% |
| Q4 2019 | 102 | $313.4M | 4,991,319 | 18 | 35 | 19 | 0.0% |
| Q3 2019 | 82 | $259.9M | 4,300,069 | 9 | 27 | 28 | 0.0% |
| Q2 2019 | 85 | $290.3M | 4,766,093 | 22 | 35 | 14 | 0.0% |
| Q1 2019 | 72 | $282.7M | 4,813,905 | 20 | 27 | 8 | 0.0% |
| Q4 2018 | 55 | $94.3M | 2,096,345 | 0 | 0 | 1 | 0.0% |