XSMO institutional holders

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding321
Shares held24,824,560
Reported value$2.3bn
Quarter flows49 new, 149 added, 85 trimmed, 24 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC2,543,390$238.1m0.1%
OSAIC HOLDINGS, INC.2,064,849$193.4m0.2%
ENVESTNET ASSET MANAGEMENT INC1,785,627$167.2m0.0%
RAYMOND JAMES FINANCIAL INC1,695,098$158.7m0.0%
MORGAN STANLEY1,132,140$106.0m0.0%
WELLS FARGO & COMPANY/MN928,275$86.9m0.0%
Cetera Investment Advisers927,946$86.9m0.1%
BANK OF AMERICA CORP /DE/826,186$77.4m0.0%
Cambridge Investment Research Advisors, Inc.739,377$69.2m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO723,942$67.8m0.0%
Apollon Wealth Management, LLC554,308$51.9m0.6%
Gratus Wealth Advisors, LLC527,440$49.4m6.3%
JONES FINANCIAL COMPANIES LLLP525,103$47.8m0.0%
Private Advisor Group, LLC333,599$31.2m0.1%
HighTower Advisors, LLC312,119$29.2m0.0%
River Wealth Advisors LLC309,168$28.9m3.0%
Janney Montgomery Scott LLC265,499$24.9m0.0%
STIFEL FINANCIAL CORP263,205$24.6m0.0%
Focus Financial Network, Inc.220,755$20.7m0.6%
Thrivent Financial for Lutherans213,161$20.0m0.0%
Modern Wealth Management, LLC210,637$19.7m0.2%
Armbruster Capital Management, Inc.198,166$18.6m2.8%
Markowski Investments195,594$18.3m4.0%
Clark Wealth Partners179,445$16.8m9.5%
NBZ Investment Advisors LLC178,992$16.8m6.5%

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

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