INVESCO EXCHANGE TRADED FD T (XSMO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
312
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+30
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 | $238.1M | 2,543,390 | 0.05% | 31q | +12.5%+$26.4M |
| OSAIC HOLDINGS, INC. | $193.4M | 2,064,849 | 0.23% | 26q | +9.8%+$17.2M |
| ENVESTNET ASSET MANAGEMENT INC | $167.2M | 1,785,627 | 0.04% | 29q | +4.0%+$6.5M |
| RAYMOND JAMES FINANCIAL INC | $158.7M | 1,695,098 | 0.04% | 7q | +51.1%+$53.7M |
| MORGAN STANLEY | $106.0M | 1,132,140 | 0.01% | 33q | +24.9%+$21.2M |
| WELLS FARGO & COMPANY/MN | $86.9M | 928,275 | 0.01% | 31q | -44.8%-$70.4M |
| Cetera Investment Advisers | $86.9M | 927,946 | 0.08% | 11q | +6.6%+$5.4M |
| BANK OF AMERICA CORP /DE/ | $77.4M | 826,186 | 0.00% | 31q | +74.0%+$32.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $67.8M | 723,942 | 0.04% | 22q | +18.7%+$10.7M |
| River Wealth Advisors LLC | $52.8M | 623,358 | 2.89% | 5q | +98.4%+$26.2M |
| Apollon Wealth Management, LLC | $51.9M | 554,308 | 0.63% | 8q | +42.4%+$15.5M |
| Gratus Wealth Advisors, LLC | $49.4M | 527,440 | 6.29% | 6q | +1.4%+$672.9K |
| JONES FINANCIAL COMPANIES LLLP | $47.8M | 525,103 | 0.02% | 10q | +35.0%+$12.4M |
| Private Advisor Group, LLC | $31.2M | 333,599 | 0.14% | 21q | +247.8%+$22.3M |
| HighTower Advisors, LLC | $29.2M | 312,119 | 0.03% | 10q | +12.1%+$3.1M |
| STIFEL FINANCIAL CORP | $24.6M | 263,205 | 0.02% | 11q | +2.9%+$690.3K |
| Focus Financial Network, Inc. | $20.7M | 220,755 | 0.64% | 10q | -0.6%-$117.8K |
| Modern Wealth Management, LLC | $19.7M | 210,637 | 0.23% | 3q | -3.0%-$611.2K |
| Armbruster Capital Management, Inc. | $18.6M | 198,166 | 2.77% | 26q | -2.1%-$405.9K |
| Markowski Investments | $18.3M | 195,594 | 4.03% | new | FIRST |
| Clark Wealth Partners | $16.8M | 179,445 | 9.49% | 7q | -4.4%-$765.3K |
| NBZ Investment Advisors LLC | $16.8M | 178,992 | 6.53% | 7q | -2.9%-$496.6K |
| Sound Income Strategies, LLC | $16.4M | 175,245 | 0.74% | 6q | +15.0%+$2.1M |
| Seros Financial, LLC | $16.4M | 174,671 | 8.52% | 5q | +39.4%+$4.6M |
| MML INVESTORS SERVICES, LLC | $15.2M | 162,027 | 0.03% | 27q | +53.7%+$5.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.2M | 161,854 | 0.02% | 31q | -13.8%-$2.4M |
| Financial Partners Group, Inc | $14.1M | 151,054 | 1.44% | 2q | +1.2%+$170.0K |
| Meridian Wealth Management, LLC | $13.4M | 142,592 | 0.41% | 9q | -3.2%-$444.1K |
| INSIGNEO ADVISORY SERVICES, LLC | $12.7M | 135,692 | 0.48% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $12.2M | 130,561 | 0.19% | 5q | +15.6%+$1.6M |
| Envestnet Portfolio Solutions, Inc. | $11.4M | 122,014 | 0.05% | 8q | +1.2%+$137.4K |
| Sequoia Financial Advisors, LLC | $11.3M | 120,337 | 0.06% | 7q | -6.5%-$789.0K |
| Savvy Advisors, Inc. | $11.3M | 120,231 | 0.24% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $10.5M | 111,950 | 0.00% | 4q | +38.2%+$2.9M |
| ROYAL BANK OF CANADA | $10.4M | 111,491 | 0.00% | 31q | -22.5%-$3.0M |
| Integrated Capital Management, LLC | $10.4M | 111,269 | 3.75% | 4q | +0.5%+$56.8K |
| VestGen Advisors, LLC | $10.4M | 110,840 | 0.30% | 6q | -1.4%-$151.6K |
| Family Investment Center, Inc. | $10.3M | 110,454 | 1.72% | 2q | +6.0%+$589.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.3M | 115,945 | 0.02% | 22q | -10.8%-$1.3M |
| Kingsview Wealth Management, LLC | $9.9M | 105,608 | 0.12% | 5q | +3.3%+$317.4K |
| Provident Wealth Management, LLC | $9.4M | 100,205 | 2.42% | 10q | -1.6%-$149.7K |
| TRUIST FINANCIAL CORP | $9.3M | 99,037 | 0.01% | 9q | +3.6%+$324.8K |
| Arkadios Wealth Advisors | $8.9M | 95,481 | 0.14% | 8q | +1.0%+$89.4K |
| Snowden Capital Advisors LLC | $8.7M | 92,868 | 0.21% | 8q | HELD |
| EPG Wealth Management LLC | $8.4M | 90,058 | 2.02% | 5q | +1.3%+$109.6K |
| Sanctuary Advisors, LLC | $7.9M | 84,404 | 0.04% | 9q | HELD |
| Prostatis Group LLC | $7.5M | 79,618 | 1.74% | 7q | +3.7%+$265.5K |
| Cooper Financial Group | $7.3M | 78,204 | 0.61% | 8q | -21.3%-$2.0M |
| Redhawk Wealth Advisors, Inc. | $7.3M | 77,443 | 0.71% | 5q | +11.0%+$717.9K |
| Geneos Wealth Management Inc. | $7.0M | 74,319 | 0.14% | 19q | +11.1%+$694.9K |
| Anderson Financial Strategies, LLC | $6.7M | 77,279 | 3.50% | 7q | -6.5%-$465.7K |
| Fifth Third Securities, Inc. | $6.7M | 71,208 | 0.38% | 10q | -8.5%-$619.3K |
| MFA WEALTH ADVISORS, LLC | $6.5M | 69,658 | 1.11% | 6q | +0.8%+$48.8K |
| Fiduciary Alliance LLC | $6.0M | 63,961 | 0.40% | 7q | +2.7%+$156.8K |
| THEORY FINANCIAL LLC | $6.0M | 63,567 | 1.88% | 11q | +2.5%+$147.4K |
| Beacon Pointe Advisors, LLC | $5.8M | 62,457 | 0.03% | 4q | +50.3%+$2.0M |
| Integrated Wealth Concepts LLC | $5.8M | 62,216 | 0.03% | 5q | +84.3%+$2.7M |
| SEAVIEW INVESTMENT MANAGERS LLC | $5.7M | 61,072 | 1.71% | 4q | +2.6%+$144.5K |
| Atria Investments, Inc | $5.6M | 59,425 | 0.06% | 9q | -5.4%-$317.7K |
| CITIGROUP INC | $5.4M | 57,221 | 0.00% | 31q | +1.6%+$84.8K |
| Nvest Financial, LLC | $5.2M | 55,243 | 1.64% | 2q | +2.5%+$124.2K |
| Merit Financial Group, LLC | $4.8M | 51,652 | 0.01% | 15q | +102.4%+$2.4M |
| Retirement Planning Group, LLC | $4.8M | 51,051 | 0.12% | new | NEW |
| ArborFi Advisors, LLC | $4.7M | 50,403 | 3.42% | 5q | +34.4%+$1.2M |
| Prime Capital Investment Advisors, LLC | $4.5M | 48,500 | 0.04% | 13q | -4.0%-$187.7K |
| TITLEIST ASSET MANAGEMENT, LLC | $4.4M | 47,309 | 0.30% | 14q | +2.8%+$118.6K |
| RFG Advisory, LLC | $4.3M | 46,421 | 0.07% | 8q | -62.3%-$7.2M |
| Financial Freedom, LLC | $4.3M | 45,532 | 1.96% | 7q | HELD |
| Oxford Wealth Group, LLC | $4.0M | 43,016 | 1.80% | 3q | +9.0%+$331.5K |
| Noble Wealth Management PBC | $4.0M | 42,652 | 1.79% | 6q | +7.9%+$293.3K |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $3.9M | 41,603 | 1.37% | 2q | +1217.0%+$3.6M |
| COMPASS FINANCIAL MANAGEMENT LLC | $3.8M | 41,188 | 0.46% | new | FIRST |
| Belpointe Asset Management LLC | $3.8M | 40,436 | 0.12% | 3q | +304.9%+$2.9M |
| JBR Co Financial Management Inc | $3.7M | 39,904 | 1.36% | 8q | +32.1%+$907.6K |
| AE Wealth Management LLC | $3.4M | 36,585 | 0.02% | 7q | +9.6%+$301.4K |
| Fortis Capital Advisors, LLC | $3.3M | 35,405 | 0.37% | 3q | +254.5%+$2.4M |
| Brown Miller Wealth Management, LLC | $3.3M | 35,367 | 0.83% | 4q | +5.2%+$163.1K |
| Paragon Private Wealth Management, LLC | $3.2M | 34,553 | 0.84% | 6q | +4.4%+$135.9K |
| Apollon Financial, LLC | $3.2M | 34,428 | 0.38% | 8q | +9.9%+$289.5K |
| Kestra Advisory Services, LLC | $3.2M | 34,111 | 0.01% | 6q | +79.2%+$1.4M |
| PERSPECTIVE WEALTH ADVISORS LLC | $3.2M | 33,843 | 1.74% | 3q | +16.3%+$443.9K |
| Waverly Advisors, LLC | $3.1M | 33,069 | 0.02% | 4q | +31.6%+$742.8K |
| PFG Advisors | $3.1M | 32,901 | 0.16% | 9q | +9.0%+$255.6K |
| Mascagni Wealth Management, Inc. | $3.0M | 32,096 | 1.87% | 7q | -2.7%-$82.7K |
| Capital Investment Counsel, LLC | $2.9M | 31,278 | 0.36% | 3q | -1.7%-$49.2K |
| NewEdge Advisors, LLC | $2.9M | 31,122 | 0.01% | new | NEW |
| New Insight Wealth Advisors | $2.8M | 30,300 | 0.84% | 8q | +8.6%+$225.1K |
| Perennial Investment Advisors, LLC | $2.8M | 29,830 | 0.19% | 6q | +2.1%+$58.2K |
| Tolleson Wealth Management, Inc. | $2.8M | 29,468 | 0.37% | 31q | HELD |
| Virginia Estate & Retirement Planning Advisors Inc. | $2.7M | 12,839 | 3.29% | new | NEW |
| Ausdal Financial Partners, Inc. | $2.6M | 28,043 | 0.10% | 11q | +11.5%+$269.9K |
| Greenline Wealth Management LLC | $2.5M | 27,218 | 2.09% | 3q | +21.2%+$446.0K |
| Concorde Asset Management, LLC | $2.5M | 27,167 | 1.47% | new | NEW |
| Sowell Financial Services LLC | $2.5M | 26,233 | 0.08% | 5q | +42.2%+$728.9K |
| PRINCIPAL SECURITIES, INC. | $2.4M | 25,659 | 0.03% | 11q | HELD |
| Colonial River Investments, LLC | $2.4M | 25,547 | 0.68% | 4q | +81.5%+$1.1M |
| &PARTNERS | $2.4M | 25,411 | 0.01% | 8q | +210.0%+$1.6M |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $2.3M | 24,849 | 0.97% | 4q | -5.0%-$122.4K |
| Providence First Trust Co | $2.3M | 24,806 | 0.65% | 8q | +11.7%+$243.5K |
| Carolina Wealth Management Inc | $2.3M | 24,700 | 1.06% | new | FIRST |
Showing the largest 100 of 322 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 | 312 | $2.2B | 23,763,566 | 46 | 136 | 72 | 0.0% |
| Q1 2026 | 282 | $1.6B | 21,547,169 | 40 | 113 | 70 | 0.0% |
| Q4 2025 | 266 | $1.4B | 19,936,960 | 30 | 119 | 63 | 0.0% |
| Q3 2025 | 239 | $1.3B | 17,889,112 | 36 | 110 | 54 | 0.0% |
| Q2 2025 | 216 | $1.2B | 16,879,392 | 40 | 94 | 48 | 0.1% |
| Q1 2025 | 197 | $916.2M | 14,601,237 | 36 | 84 | 45 | 0.0% |
| Q4 2024 | 188 | $915.7M | 13,831,639 | 32 | 86 | 29 | 0.0% |
| Q3 2024 | 159 | $684.5M | 10,322,433 | 70 | 52 | 20 | 0.0% |
| Q2 2024 | 92 | $293.0M | 4,862,069 | 19 | 37 | 14 | 0.0% |
| Q1 2024 | 76 | $245.7M | 4,088,564 | 15 | 26 | 19 | 0.0% |
| Q4 2023 | 68 | $164.5M | 2,904,069 | 14 | 25 | 12 | 0.0% |
| Q3 2023 | 53 | $95.9M | 1,976,604 | 4 | 18 | 14 | 0.0% |
| Q2 2023 | 53 | $87.5M | 1,804,727 | 5 | 21 | 13 | 0.0% |
| Q1 2023 | 56 | $100.8M | 2,129,683 | 12 | 24 | 8 | 0.0% |
| Q4 2022 | 46 | $79.3M | 1,677,559 | 15 | 13 | 7 | 0.0% |
| Q3 2022 | 55 | $62.9M | 1,443,633 | 6 | 16 | 17 | 0.0% |
| Q2 2022 | 57 | $59.7M | 1,360,302 | 6 | 18 | 15 | 0.0% |
| Q1 2022 | 63 | $67.1M | 1,292,310 | 12 | 11 | 19 | 0.0% |
| Q4 2021 | 57 | $100.3M | 1,788,283 | 7 | 21 | 9 | 0.0% |
| Q3 2021 | 49 | $60.7M | 1,136,644 | 6 | 18 | 11 | 0.0% |
| Q2 2021 | 47 | $87.1M | 1,598,037 | 6 | 11 | 16 | 0.0% |
| Q1 2021 | 49 | $93.2M | 1,765,377 | 9 | 11 | 13 | 0.0% |
| Q4 2020 | 43 | $80.2M | 1,617,989 | 4 | 11 | 11 | 0.0% |
| Q3 2020 | 40 | $73.1M | 1,653,008 | 4 | 13 | 12 | 0.0% |
| Q2 2020 | 37 | $62.0M | 1,472,828 | 7 | 11 | 8 | 0.0% |
| Q1 2020 | 36 | $59.5M | 1,624,183 | 7 | 7 | 8 | 0.0% |
| Q4 2019 | 34 | $75.0M | 1,721,211 | 2 | 9 | 11 | 0.0% |
| Q3 2019 | 32 | $71.9M | 1,710,192 | 3 | 9 | 9 | 0.0% |
| Q2 2019 | 30 | $70.8M | 1,671,018 | 3 | 8 | 9 | 0.0% |
| Q1 2019 | 30 | $77.7M | 1,897,424 | 5 | 9 | 10 | 0.0% |
| Q4 2018 | 27 | $38.7M | 1,255,764 | 1 | 0 | 1 | 0.0% |