DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (XMHQ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
435
Reporting holders
$3.6B
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $459.4M | 4,069,723 | 0.10% | 28q | -8.4%-$41.9M |
| MORGAN STANLEY | $277.0M | 2,453,754 | 0.01% | 33q | +1.5%+$4.2M |
| Cetera Investment Advisers | $157.5M | 1,395,285 | 0.14% | 22q | -0.5%-$812.5K |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $144.5M | 1,280,545 | 1.08% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $136.6M | 1,209,723 | 0.07% | 21q | +0.6%+$849.0K |
| JONES FINANCIAL COMPANIES LLLP | $120.9M | 1,083,543 | 0.05% | 11q | +10.9%+$11.9M |
| AMERIPRISE FINANCIAL INC | $120.3M | 1,065,755 | 0.02% | 24q | -9.0%-$11.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $107.0M | 948,076 | 0.13% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $92.8M | 821,987 | 0.03% | 7q | -8.2%-$8.3M |
| Cambridge Investment Research Advisors, Inc. | $73.3M | 649,713 | 0.08% | 23q | +98.2%+$36.3M |
| BANK OF AMERICA CORP /DE/ | $72.4M | 641,349 | 0.00% | 18q | -2.4%-$1.8M |
| WELLS FARGO & COMPANY/MN | $66.4M | 588,075 | 0.01% | 31q | -18.0%-$14.6M |
| Waverly Advisors, LLC | $53.0M | 469,902 | 0.31% | 10q | +1592.6%+$49.9M |
| OSAIC HOLDINGS, INC. | $48.7M | 431,036 | 0.06% | 26q | +15.9%+$6.7M |
| Focus Partners Wealth | $47.4M | 420,269 | 0.05% | 9q | -4.7%-$2.3M |
| STRAIGHTLINE GROUP LLC | $41.8M | 370,591 | 19.72% | 6q | +1.8%+$748.6K |
| NewEdge Advisors, LLC | $41.2M | 364,659 | 0.12% | 22q | +9.3%+$3.5M |
| Focus Financial Network, Inc. | $39.4M | 348,740 | 1.22% | 17q | +1.6%+$636.3K |
| EQUITABLE TRUST CO | $38.2M | 338,550 | 1.59% | 4q | +1.9%+$696.7K |
| UMB Bank, n.a. | $36.3M | 321,520 | 0.46% | 7q | +1.6%+$560.9K |
| Crestwood Advisors Group, LLC | $34.1M | 302,466 | 0.51% | 6q | +2.2%+$728.4K |
| ROYAL BANK OF CANADA | $31.9M | 282,592 | 0.00% | 31q | +16.9%+$4.6M |
| Atlantic Union Bankshares Corp | $30.0M | 266,013 | 0.50% | 5q | +2.4%+$705.5K |
| Bluespring Wealth Management, LLC | $28.9M | 255,789 | 0.56% | new | NEW |
| HighTower Advisors, LLC | $27.7M | 245,023 | 0.03% | 10q | -0.6%-$178.8K |
| Private Advisor Group, LLC | $24.8M | 219,845 | 0.11% | 12q | -10.8%-$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $23.9M | 211,860 | 0.01% | 24q | -22.2%-$6.8M |
| Trilogy Capital Inc. | $23.4M | 207,094 | 0.91% | 15q | HELD |
| Blue Water Asset Management | $22.4M | 198,483 | 7.23% | 3q | +1.9%+$410.9K |
| Kestra Advisory Services, LLC | $21.6M | 191,531 | 0.07% | 14q | HELD |
| TRUST CO OF TOLEDO NA /OH/ | $21.2M | 188,122 | 1.77% | 5q | +4.1%+$834.5K |
| KPP Advisory Services LLC | $20.8M | 184,344 | 2.63% | 9q | +0.5%+$111.6K |
| UBS Group AG | $20.0M | 177,006 | 0.00% | 12q | -1.5%-$296.3K |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $19.9M | 176,086 | 2.29% | 11q | +3.6%+$688.6K |
| SAX WEALTH ADVISORS, LLC | $19.3M | 186,619 | 0.78% | 9q | -1.9%-$373.5K |
| Wealthspire Retirement, LLC | $18.3M | 161,859 | 1.00% | 14q | +8.2%+$1.4M |
| Gerber Kawasaki Wealth & Investment Management | $18.2M | 161,101 | 0.49% | 13q | +5.6%+$966.0K |
| STIFEL FINANCIAL CORP | $17.9M | 159,000 | 0.01% | 15q | HELD |
| WCG Wealth Advisors LLC | $16.9M | 149,538 | 0.40% | 8q | +3.5%+$570.5K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $16.7M | 148,069 | 2.49% | 12q | +46.8%+$5.3M |
| MML INVESTORS SERVICES, LLC | $16.6M | 146,705 | 0.03% | 24q | +19.2%+$2.7M |
| Bleakley Financial Group, LLC | $15.9M | 140,808 | 0.20% | 6q | +2.7%+$413.5K |
| Everest Financial Group LLC | $14.9M | 131,701 | 2.01% | 3q | -15.7%-$2.8M |
| Traction Financial Partners, LLC | $14.8M | 130,921 | 7.85% | 11q | +4.1%+$575.6K |
| NBZ Investment Advisors LLC | $14.6M | 129,534 | 5.70% | 7q | -1.1%-$157.5K |
| Clearview Wealth Management LLC | $14.5M | 128,187 | 9.30% | 2q | HELD |
| PCG Wealth Advisors, LLC | $14.3M | 126,842 | 3.19% | 4q | -10.0%-$1.6M |
| Sowell Financial Services LLC | $14.2M | 125,775 | 0.46% | 12q | +1.8%+$251.0K |
| Madrona Financial Services, LLC | $14.0M | 123,961 | 2.58% | 8q | -2.5%-$360.9K |
| &PARTNERS | $13.5M | 118,745 | 0.06% | 10q | +40.5%+$3.9M |
| Merit Financial Group, LLC | $13.0M | 114,881 | 0.08% | 11q | +2.4%+$304.2K |
| WESCAP Management Group, Inc. | $12.5M | 110,864 | 2.34% | 6q | +1.8%+$224.1K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $11.4M | 100,810 | 2.71% | 7q | +9.4%+$974.4K |
| Altus Wealth Group LLC | $11.3M | 99,819 | 4.07% | 10q | +3.0%+$332.1K |
| Integrated Wealth Concepts LLC | $11.2M | 99,569 | 0.07% | 12q | +2705.6%+$10.8M |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $10.8M | 95,805 | 4.49% | new | NEW |
| Cornerstone Wealth Management, LLC | $10.5M | 93,077 | 0.45% | 11q | +6.4%+$633.9K |
| Concord Wealth Partners | $10.5M | 92,704 | 1.20% | 23q | +4.5%+$447.7K |
| XY Planning Network, Inc. | $10.3M | 91,449 | 1.30% | 7q | +28.0%+$2.3M |
| Equitable Holdings, Inc. | $10.3M | 91,236 | 0.06% | 15q | -13.7%-$1.6M |
| HARBOUR INVESTMENTS, INC. | $10.3M | 91,194 | 0.14% | 21q | +1.9%+$193.3K |
| Janney Montgomery Scott LLC | $10.3M | 90,930 | 0.02% | 11q | -9.5%-$1.1M |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $10.1M | 89,533 | 0.48% | 18q | -0.8%-$83.2K |
| Corecam Pte. Ltd. | $10.0M | 88,720 | 3.79% | 7q | -18.5%-$2.3M |
| Oasis Advisors, LLC | $9.9M | 87,887 | 6.44% | new | NEW |
| Concord Asset Management, LLC/VA | $9.9M | 87,752 | 1.53% | 19q | +2.1%+$206.8K |
| Fifth Third Securities, Inc. | $9.8M | 86,619 | 0.56% | 9q | +2.1%+$197.4K |
| Investors Portfolio Services LLC | $9.0M | 79,879 | 6.88% | 3q | +18.4%+$1.4M |
| Gotham Asset Management, LLC | $9.0M | 79,486 | 0.02% | 10q | +18.6%+$1.4M |
| HighPoint Advisor Group LLC | $8.9M | 79,238 | 0.32% | 3q | HELD |
| Mariner, LLC | $8.6M | 76,511 | 0.01% | 13q | +1.8%+$153.2K |
| Trivium Point Advisory, LLC | $8.6M | 76,238 | 0.78% | 10q | +192.3%+$5.7M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $8.6M | 75,920 | 0.09% | 11q | +2.0%+$166.7K |
| DENVER WEALTH MANAGEMENT, INC. | $8.5M | 75,628 | 2.44% | 8q | +7.6%+$602.7K |
| DHJJ Financial Advisors, Ltd. | $8.4M | 74,376 | 2.42% | 9q | +3.1%+$248.7K |
| Wealth Enhancement Trust Services, Inc. | $8.2M | 72,818 | 0.91% | 3q | -14.6%-$1.4M |
| NewEdge Wealth, LLC | $8.2M | 72,224 | 0.08% | 9q | -6.1%-$527.1K |
| Farther Finance Advisors, LLC | $8.0M | 70,701 | 0.06% | 14q | -18.9%-$1.9M |
| ATTICUS WEALTH MANAGEMENT, LLC | $8.0M | 70,473 | 1.89% | 6q | +2.0%+$157.4K |
| USAdvisors Wealth Management, LLC | $7.8M | 69,211 | 2.24% | 23q | -3.6%-$295.6K |
| IHT Wealth Management, LLC | $7.7M | 68,586 | 0.16% | 20q | -1.5%-$114.8K |
| Clark Wealth Partners | $7.5M | 66,614 | 4.25% | 7q | -10.6%-$890.1K |
| Berkeley, Inc | $7.0M | 61,771 | 2.19% | 6q | +0.7%+$45.7K |
| Lighthouse Wealth Management Inc. | $7.0M | 61,696 | 4.32% | 7q | +4.3%+$285.0K |
| Financial Management, Inc. | $6.9M | 60,827 | 5.63% | 3q | +1.4%+$96.5K |
| Stratos Wealth Partners, LTD. | $6.8M | 60,450 | 0.07% | 13q | +3.9%+$256.0K |
| Burns Matteson Capital Management, LLC | $6.7M | 59,522 | 2.10% | 11q | HELD |
| Journey Advisory Group, LLC | $6.6M | 58,778 | 0.51% | 9q | +5.7%+$356.7K |
| American National Bank of Texas | $6.5M | 57,403 | 5.91% | 4q | -0.9%-$58.0K |
| Modern Wealth Management, LLC | $6.4M | 56,580 | 0.08% | 7q | -32.1%-$3.0M |
| Spectrum Wealth Advisory Group, LLC | $6.3M | 56,108 | 1.80% | 8q | -1.2%-$73.7K |
| Principle Wealth Partners LLC | $6.3M | 56,075 | 0.31% | 18q | -2.0%-$131.3K |
| MGO ONE SEVEN LLC | $6.3M | 55,670 | 0.10% | 12q | -8.7%-$598.7K |
| NATIXIS ADVISORS, LLC | $6.3M | 55,440 | 0.01% | 3q | +36.5%+$1.7M |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.2M | 55,142 | 0.12% | 13q | +174.6%+$4.0M |
| PFG Advisors | $6.1M | 54,368 | 0.31% | 24q | +6.1%+$351.5K |
| Mascagni Wealth Management, Inc. | $6.1M | 54,169 | 3.80% | 7q | -2.1%-$130.7K |
| Perennial Investment Advisors, LLC | $6.1M | 54,060 | 0.41% | 21q | +2.2%+$132.1K |
| Aspen Wealth Strategies, LLC | $6.0M | 53,417 | 2.92% | 11q | +2.6%+$155.1K |
| Forge Financial Services LLC | $6.0M | 53,091 | 0.52% | 7q | -1.7%-$104.4K |
Showing the largest 100 of 435 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 167 | $757.5M | 6,775,233 | 12 | 63 | 45 | 0.0% |
| Q2 2026 | 435 | $3.6B | 32,003,234 | 33 | 152 | 154 | 0.0% |
| Q1 2026 | 429 | $3.4B | 32,530,872 | 36 | 145 | 154 | 0.0% |
| Q4 2025 | 424 | $3.4B | 32,825,534 | 35 | 149 | 139 | 0.0% |
| Q3 2025 | 398 | $3.4B | 31,942,610 | 37 | 150 | 143 | 0.0% |
| Q2 2025 | 395 | $3.2B | 32,501,918 | 31 | 138 | 171 | 0.1% |
| Q1 2025 | 402 | $3.6B | 39,410,445 | 46 | 158 | 143 | 0.0% |
| Q4 2024 | 405 | $4.3B | 43,462,594 | 51 | 194 | 76 | 0.0% |
| Q3 2024 | 348 | $3.9B | 38,194,256 | 59 | 187 | 61 | 0.0% |
| Q2 2024 | 313 | $3.3B | 33,757,365 | 56 | 172 | 58 | 0.3% |
| Q1 2024 | 286 | $3.5B | 31,753,278 | 87 | 129 | 43 | 0.0% |
| Q4 2023 | 213 | $1.9B | 21,299,801 | 56 | 105 | 23 | 0.0% |
| Q3 2023 | 157 | $941.6M | 11,691,086 | 41 | 67 | 24 | 0.0% |
| Q2 2023 | 125 | $682.6M | 8,458,758 | 42 | 48 | 16 | 0.0% |
| Q1 2023 | 85 | $318.4M | 4,338,885 | 9 | 42 | 17 | 0.0% |
| Q4 2022 | 84 | $567.0M | 8,209,538 | 10 | 32 | 25 | 0.0% |
| Q3 2022 | 72 | $8.0B | 127,885,721 | 3 | 29 | 25 | 0.0% |
| Q2 2022 | 77 | $8.2B | 128,497,871 | 6 | 36 | 19 | 0.0% |
| Q1 2022 | 74 | $9.6B | 127,249,572 | 12 | 35 | 13 | 0.0% |
| Q4 2021 | 68 | $1.9B | 23,917,448 | 9 | 36 | 10 | 0.0% |
| Q3 2021 | 59 | $158.2M | 2,080,028 | 8 | 27 | 17 | 0.0% |
| Q2 2021 | 58 | $163.5M | 2,110,573 | 10 | 33 | 5 | 0.0% |
| Q1 2021 | 53 | $125.9M | 1,664,653 | 17 | 24 | 5 | 0.0% |
| Q4 2020 | 36 | $2.3B | 34,471,508 | 9 | 16 | 2 | 0.0% |
| Q3 2020 | 29 | $1.1B | 19,739,941 | 12 | 8 | 2 | 0.0% |
| Q2 2020 | 18 | $24.8M | 469,720 | 1 | 3 | 7 | 0.0% |
| Q1 2020 | 21 | $7.7M | 187,049 | 2 | 3 | 6 | 0.0% |
| Q4 2019 | 21 | $9.4M | 175,331 | 1 | 5 | 6 | 0.0% |
| Q3 2019 | 22 | $7.8M | 157,570 | 4 | 2 | 6 | 0.0% |
| Q2 2019 | 18 | $7.7M | 153,574 | 4 | 3 | 3 | 0.0% |
| Q1 2019 | 19 | $6.2M | 124,435 | 4 | 2 | 7 | 0.0% |
| Q4 2018 | 22 | $6.5M | 151,054 | 1 | 1 | 0 | 0.0% |