XMVM institutional holders

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding102
Shares held4,469,856
Reported value$317.2m
Quarter flows17 new, 42 added, 23 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/630,521$44.7m0.0%
LPL Financial LLC624,819$44.3m0.0%
Avior Wealth Management, LLC409,737$29.1m0.8%
Foundations Investment Advisors, LLC286,584$20.3m0.2%
RAYMOND JAMES FINANCIAL INC282,185$20.0m0.0%
AMERIPRISE FINANCIAL INC268,115$19.0m0.0%
Whitaker-Myers Wealth Managers, LTD.230,965$16.4m2.7%
MORGAN STANLEY229,287$16.3m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO177,881$12.6m0.0%
Cetera Investment Advisers92,254$6.5m0.0%
ROYAL BANK OF CANADA75,667$5.4m0.0%
Cambridge Investment Research Advisors, Inc.71,578$5.1m0.0%
OSAIC HOLDINGS, INC.67,662$4.8m0.0%
INDEPENDENT FINANCIAL GROUP, LLC64,207$4.6m0.1%
Equitable Holdings, Inc.59,209$4.2m0.0%
JONES FINANCIAL COMPANIES LLLP55,906$4.0m0.0%
CAPTRUST FINANCIAL ADVISORS53,660$3.8m0.0%
CITIGROUP INC49,580$3.5m0.0%
Thrivent Financial for Lutherans46,118$3.3m0.0%
WELLS FARGO & COMPANY/MN45,787$3.2m0.0%
Sovran Advisors, LLC39,807$3.0m0.2%
WESCAP Management Group, Inc.39,904$2.8m0.5%
Everest Financial Group LLC35,072$2.5m0.3%
MONEY CONCEPTS CAPITAL CORP30,247$2.1m0.1%
COMMONWEALTH EQUITY SERVICES, LLC28,031$2.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XMVM"). XMVM price history · All 13F data

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