INVESCO EXCHANGE TRADED FD T (XMVM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
92
Reporting holders
$303.4M
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $44.7M | 630,521 | 0.00% | 31q | +11.4%+$4.6M |
| LPL Financial LLC | $44.3M | 624,819 | 0.01% | 31q | +2.2%+$937.4K |
| Avior Wealth Management, LLC | $29.1M | 409,737 | 0.76% | 9q | -22.1%-$8.2M |
| Foundations Investment Advisors, LLC | $20.3M | 286,584 | 0.21% | 2q | +1.6%+$311.1K |
| RAYMOND JAMES FINANCIAL INC | $20.0M | 282,185 | 0.01% | 7q | +18.0%+$3.0M |
| AMERIPRISE FINANCIAL INC | $19.0M | 268,115 | 0.00% | 24q | -30.7%-$8.4M |
| Whitaker-Myers Wealth Managers, LTD. | $16.4M | 230,965 | 2.74% | 15q | +6.5%+$1.0M |
| MORGAN STANLEY | $16.3M | 229,287 | 0.00% | 33q | +22.6%+$3.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.6M | 177,881 | 0.01% | 18q | +10.2%+$1.2M |
| Cetera Investment Advisers | $6.5M | 92,254 | 0.01% | 10q | +26.9%+$1.4M |
| ROYAL BANK OF CANADA | $5.4M | 75,667 | 0.00% | 31q | -0.7%-$37.9K |
| OSAIC HOLDINGS, INC. | $4.8M | 67,662 | 0.01% | 26q | +7.1%+$318.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $4.6M | 64,207 | 0.09% | 6q | -12.8%-$667.7K |
| Equitable Holdings, Inc. | $4.2M | 59,209 | 0.03% | 22q | +25.2%+$844.8K |
| JONES FINANCIAL COMPANIES LLLP | $4.0M | 55,906 | 0.00% | 9q | +48.4%+$1.3M |
| CAPTRUST FINANCIAL ADVISORS | $3.8M | 53,660 | 0.01% | 18q | -5.0%-$198.7K |
| CITIGROUP INC | $3.5M | 49,580 | 0.00% | 31q | +13.9%+$428.6K |
| WELLS FARGO & COMPANY/MN | $3.2M | 45,787 | 0.00% | 31q | -49.2%-$3.1M |
| Sovran Advisors, LLC | $3.0M | 39,807 | 0.22% | 2q | +214.4%+$2.0M |
| WESCAP Management Group, Inc. | $2.8M | 39,904 | 0.53% | 6q | +60.9%+$1.1M |
| Everest Financial Group LLC | $2.5M | 35,072 | 0.34% | 3q | -0.5%-$12.9K |
| MONEY CONCEPTS CAPITAL CORP | $2.1M | 30,247 | 0.10% | 21q | -2.6%-$56.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 28,031 | 0.00% | 23q | -60.1%-$3.0M |
| Ausdal Financial Partners, Inc. | $2.0M | 27,699 | 0.08% | 7q | +62.4%+$754.4K |
| ROMAN BUTLER FULLERTON & CO | $1.8M | 24,819 | 0.43% | 4q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 23,723 | 0.00% | 16q | +1.7%+$28.2K |
| Sanctuary Advisors, LLC | $1.7M | 23,611 | 0.01% | 9q | HELD |
| MML INVESTORS SERVICES, LLC | $1.4M | 19,661 | 0.00% | 18q | +48.1%+$453.0K |
| CITADEL ADVISORS LLC | $1.3M | 18,493 | 0.00% | 2q | +134.9%+$753.2K |
| Breakwater Capital Group | $1.3M | 17,827 | 0.15% | 11q | -0.9%-$11.1K |
| Solutions 4 Wealth, Ltd | $1.2M | 17,419 | 1.59% | 3q | +23.0%+$231.2K |
| LexAurum Advisors, LLC | $886.3K | 12,497 | 0.10% | 2q | +30.4%+$206.6K |
| Wealth Enhancement Trust Services, Inc. | $844.9K | 11,914 | 0.05% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $730.5K | 10,300 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $665.6K | 9,385 | 0.06% | 31q | HELD |
| National Wealth Management Group, LLC | $661.8K | 9,332 | 0.20% | 2q | -1.9%-$13.0K |
| Armbruster Capital Management, Inc. | $620.5K | 8,749 | 0.09% | 25q | HELD |
| J.M. Arbour, LLC | $615.7K | 8,682 | 0.53% | 2q | -1.1%-$6.7K |
| Key Client Fiduciary Advisors, LLC | $611.3K | 8,620 | 0.18% | 2q | +27.5%+$131.9K |
| Waverly Advisors, LLC | $577.0K | 8,136 | 0.00% | 7q | -2.6%-$15.4K |
| Cornerstone Wealth Management, LLC | $508.2K | 7,167 | 0.02% | 18q | +2.1%+$10.6K |
| GUIDANCE CAPITAL, INC | $506.1K | 6,847 | 0.11% | 11q | -23.4%-$154.3K |
| Pacific Sun Financial Corp | $474.0K | 6,683 | 0.20% | 3q | +2.5%+$11.3K |
| Sigma Planning Corp | $468.7K | 6,608 | 0.01% | 22q | -1.0%-$4.9K |
| Keating Financial Advisory Services, Inc. | $456.9K | 6,442 | 0.06% | 3q | +5.0%+$21.8K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $445.0K | 6,275 | 0.01% | 7q | +13.9%+$54.3K |
| Comprehensive Financial Planning, Inc./PA | $419.6K | 5,917 | 0.22% | 7q | HELD |
| PRINCIPAL SECURITIES, INC. | $415.4K | 5,858 | 0.01% | 11q | -8.8%-$40.3K |
| Independent Advisor Alliance | $405.5K | 5,718 | 0.01% | 2q | HELD |
| MONECO ADVISORS, LLC | $392.7K | 5,537 | 0.02% | new | NEW |
| STIFEL FINANCIAL CORP | $295.3K | 4,164 | 0.00% | 2q | -49.6%-$290.8K |
| UBS Group AG | $276.6K | 3,900 | 0.00% | new | NEW |
| CreativeOne Wealth, LLC | $267.4K | 3,771 | 0.01% | 3q | -3.3%-$9.1K |
| Ullmann Wealth Partners Group, LLC | $258.5K | 3,645 | 0.02% | 22q | HELD |
| BENJAMIN EDWARDS INC | $248.7K | 3,507 | 0.00% | 4q | HELD |
| Golden State Wealth Management, LLC | $238.4K | 3,361 | 0.02% | 6q | -19.2%-$56.8K |
| JANE STREET GROUP, LLC | $236.2K | 3,331 | 0.00% | new | NEW |
| Schrum Private Wealth Management LLC | $232.4K | 4,500 | 0.24% | new | NEW |
| Westover Capital Advisors, LLC | $231.8K | 3,269 | 0.04% | 2q | -1.9%-$4.5K |
| Provident Living Financial Services, Inc. | $229.5K | 3,236 | 0.23% | new | NEW |
| RFG Advisory, LLC | $229.3K | 3,233 | 0.00% | 3q | -1.0%-$2.4K |
| Private Advisor Group, LLC | $225.6K | 3,180 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $218.1K | 3,075 | 0.01% | new | NEW |
| US BANCORP \DE\ | $213.5K | 3,010 | 0.00% | 6q | +14.4%+$26.9K |
| Kestra Advisory Services, LLC | $210.8K | 2,972 | 0.00% | 3q | -5.7%-$12.6K |
| SHP Wealth Management | $208.7K | 2,943 | 0.01% | 3q | +10.9%+$20.5K |
| Ameritas Advisory Services, LLC | $207.5K | 2,926 | 0.00% | new | NEW |
| True Wealth Design, LLC | $118.1K | 1,665 | 0.03% | 15q | HELD |
| FMR LLC | $115.9K | 1,634 | 0.00% | 13q | +2.5%+$2.8K |
| AE Wealth Management LLC | $113.4K | 1,599 | 0.00% | new | NEW |
| Ascentis Wealth Management, LLC | $106.2K | 36,053 | 0.01% | 6q | +7139.6%+$104.7K |
| Steward Partners Investment Advisory, LLC | $95.0K | 1,339 | 0.00% | 29q | HELD |
| IFP Advisors, Inc | $85.5K | 1,205 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $84.6K | 1,193 | 0.01% | 3q | HELD |
| AdvisorNet Financial, Inc | $79.6K | 1,122 | 0.00% | 2q | -32.8%-$38.8K |
| Geneos Wealth Management Inc. | $78.6K | 1,109 | 0.00% | 12q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $70.9K | 1,000 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $62.5K | 875 | 0.00% | new | NEW |
| HARBOR INVESTMENT ADVISORY, LLC | $58.5K | 825 | 0.00% | 27q | HELD |
| IFG Advisory, LLC | $53.0K | 747 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $52.4K | 738 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $27.5K | 388 | 0.00% | 21q | -26.5%-$9.9K |
| Beacon Capital Management, Inc. | $27.1K | 382 | 0.00% | 5q | HELD |
| NewEdge Advisors, LLC | $22.4K | 316 | 0.00% | new | NEW |
| Tanglewood Legacy Advisors, LLC | $20.9K | 295 | 0.01% | 15q | HELD |
| Catherine Avery Investment Management LLC | $15.4K | 217 | 0.01% | new | NEW |
| Russell Investments Group, Ltd. | $8.8K | 124 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $5.9K | 83 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $5.1K | 71,578 | 0.01% | 21q | +91.9%+$2.4K |
| GeoWealth Management, LLC | $4.7K | 66 | 0.00% | 2q | +20.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4.6K | 65 | 0.00% | 3q | HELD |
| Allworth Financial LP | $3.5K | 50 | 0.00% | 5q | HELD |
| Thrivent Financial for Lutherans | $3.3K | 46,118 | 0.01% | 3q | +0.9% |
| Central Pacific Bank - Trust Division | $1.8K | 25 | 0.00% | 2q | HELD |
| USAdvisors Wealth Management, LLC | $1.6K | 22,543 | 0.46% | 2q | +290.1%+$1.2K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $992 | 13,992 | 0.05% | 5q | -2.5% |
| Betterment LLC | $926 | 13,060 | 0.00% | 3q | +23.7% |
| NATIXIS ADVISORS, LLC | $921 | 13,000 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $374 | 5,274 | 0.00% | 4q | +10.2% |
| BESSEMER GROUP INC | $237 | 3,339 | 0.00% | 2q | HELD |
Showing the largest 100 of 102 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 | 92 | $303.4M | 4,276,092 | 18 | 29 | 24 | 0.0% |
| Q1 2026 | 87 | $287.5M | 4,414,021 | 18 | 34 | 12 | 0.0% |
| Q4 2025 | 74 | $223.4M | 3,479,900 | 13 | 21 | 18 | 0.0% |
| Q3 2025 | 62 | $182.0M | 2,958,128 | 6 | 23 | 14 | 0.0% |
| Q2 2025 | 62 | $157.4M | 2,836,939 | 4 | 18 | 21 | 0.0% |
| Q1 2025 | 61 | $143.7M | 2,723,832 | 7 | 25 | 9 | 0.0% |
| Q4 2024 | 61 | $150.7M | 2,716,743 | 8 | 18 | 12 | 0.0% |
| Q3 2024 | 57 | $148.9M | 2,682,424 | 4 | 19 | 11 | 0.0% |
| Q2 2024 | 58 | $120.3M | 2,326,540 | 9 | 14 | 16 | 0.0% |
| Q1 2024 | 51 | $138.7M | 2,555,843 | 5 | 17 | 10 | 0.0% |
| Q4 2023 | 52 | $113.9M | 2,263,449 | 5 | 15 | 12 | 0.0% |
| Q3 2023 | 52 | $99.0M | 2,158,971 | 3 | 14 | 14 | 0.0% |
| Q2 2023 | 54 | $97.1M | 2,104,601 | 6 | 14 | 16 | 0.0% |
| Q1 2023 | 53 | $101.8M | 2,384,821 | 3 | 15 | 22 | 0.0% |
| Q4 2022 | 52 | $116.8M | 2,653,773 | 9 | 16 | 17 | 0.0% |
| Q3 2022 | 54 | $104.8M | 2,711,317 | 2 | 21 | 18 | 0.0% |
| Q2 2022 | 60 | $136.2M | 3,462,640 | 7 | 21 | 18 | 0.0% |
| Q1 2022 | 65 | $182.5M | 3,787,578 | 15 | 18 | 16 | 0.0% |
| Q4 2021 | 55 | $118.8M | 2,432,193 | 3 | 16 | 16 | 0.0% |
| Q3 2021 | 51 | $73.7M | 1,660,774 | 10 | 11 | 16 | 0.0% |
| Q2 2021 | 46 | $152.4M | 3,362,021 | 13 | 16 | 8 | 0.0% |
| Q1 2021 | 36 | $62.8M | 1,409,907 | 9 | 9 | 6 | 0.0% |
| Q4 2020 | 27 | $31.8M | 868,339 | 3 | 6 | 8 | 0.0% |
| Q3 2020 | 24 | $11.6M | 409,997 | 3 | 2 | 10 | 0.0% |
| Q2 2020 | 24 | $12.3M | 455,277 | 4 | 3 | 12 | 0.0% |
| Q1 2020 | 27 | $11.9M | 523,462 | 5 | 7 | 8 | 0.0% |
| Q4 2019 | 29 | $16.8M | 477,534 | 4 | 9 | 7 | 0.0% |
| Q3 2019 | 29 | $15.6M | 481,759 | 3 | 7 | 10 | 0.0% |
| Q2 2019 | 27 | $15.2M | 463,440 | 4 | 3 | 9 | 0.0% |
| Q1 2019 | 25 | $12.3M | 391,008 | 3 | 4 | 7 | 0.0% |
| Q4 2018 | 28 | $12.0M | 435,316 | 1 | 0 | 1 | 0.0% |