DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (XMMO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
488
Reporting holders
$5.3B
Reported value
0.0%
Calls
0.1%
Puts
+55
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 | $696.8M | 4,095,320 | 0.16% | 31q | +10.7%+$67.3M |
| MORGAN STANLEY | $402.9M | 2,368,277 | 0.02% | 33q | +18.5%+$62.9M |
| Cetera Investment Advisers | $257.0M | 1,510,414 | 0.23% | 27q | +10.5%+$24.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $233.4M | 1,371,946 | 0.12% | 31q | +17.7%+$35.1M |
| WELLS FARGO & COMPANY/MN | $228.9M | 1,345,518 | 0.04% | 31q | +13.7%+$27.7M |
| RAYMOND JAMES FINANCIAL INC | $221.0M | 1,299,037 | 0.06% | 7q | +15.9%+$30.3M |
| ENVESTNET ASSET MANAGEMENT INC | $220.5M | 1,295,928 | 0.05% | 30q | +22.0%+$39.8M |
| AMERIPRISE FINANCIAL INC | $172.7M | 1,015,181 | 0.03% | 31q | +33.5%+$43.4M |
| BANK OF AMERICA CORP /DE/ | $170.2M | 1,000,210 | 0.01% | 31q | +27.3%+$36.5M |
| OSAIC HOLDINGS, INC. | $151.9M | 892,567 | 0.18% | 26q | +19.8%+$25.1M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $150.0M | 881,795 | 1.12% | 4q | -6.6%-$10.7M |
| Cambridge Investment Research Advisors, Inc. | $148.3M | 871,576 | 0.17% | 31q | +189.8%+$97.1M |
| JONES FINANCIAL COMPANIES LLLP | $139.6M | 835,694 | 0.06% | 10q | +49.1%+$46.0M |
| ROYAL BANK OF CANADA | $86.3M | 507,500 | 0.01% | 31q | +36.1%+$22.9M |
| MML INVESTORS SERVICES, LLC | $78.3M | 460,191 | 0.16% | 31q | +33.0%+$19.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $62.6M | 368,061 | 0.08% | 31q | +1.5%+$950.2K |
| STIFEL FINANCIAL CORP | $62.1M | 365,151 | 0.05% | 31q | +2.6%+$1.6M |
| GREAT VALLEY ADVISOR GROUP, INC. | $60.2M | 353,974 | 0.95% | 16q | +3.0%+$1.8M |
| HighTower Advisors, LLC | $59.3M | 348,431 | 0.06% | 31q | +35.0%+$15.4M |
| UBS Group AG | $58.1M | 341,475 | 0.01% | 31q | +10.2%+$5.4M |
| AFFINITY WEALTH MANAGEMENT LLC | $54.5M | 320,484 | 7.02% | 10q | -0.7%-$365.8K |
| Private Advisor Group, LLC | $45.3M | 266,130 | 0.21% | 25q | +56.3%+$16.3M |
| Clark Capital Management Group, Inc. | $35.7M | 209,806 | 0.19% | 2q | -3.5%-$1.3M |
| TWO SIGMA INVESTMENTS, LP | $33.5M | 196,900 | 0.02% | new | NEW |
| AssuredPartners Investment Advisors, LLC | $32.1M | 188,397 | 3.10% | 7q | +57.5%+$11.7M |
| Equitable Holdings, Inc. | $29.8M | 175,074 | 0.18% | 27q | +4.4%+$1.2M |
| CITIGROUP INC | $29.2M | 171,794 | 0.01% | 31q | +3.9%+$1.1M |
| NewEdge Advisors, LLC | $26.5M | 155,686 | 0.08% | 31q | +98.9%+$13.2M |
| Oxford Wealth Group, LLC | $23.5M | 138,113 | 10.51% | 7q | HELD |
| Davidson Capital Management Inc. | $23.5M | 138,042 | 3.76% | 6q | -1.1%-$257.1K |
| PRINCIPAL SECURITIES, INC. | $23.2M | 136,140 | 0.28% | 11q | +6.6%+$1.4M |
| SHP Wealth Management | $22.2M | 130,771 | 1.53% | new | NEW |
| Focus Financial Network, Inc. | $21.3M | 125,386 | 0.66% | 17q | +1.2%+$243.6K |
| AFFINITY WEALTH LLC | $21.2M | 124,759 | 11.40% | 7q | +4.0%+$807.5K |
| Ameritas Investment Partners, Inc. | $20.6M | 120,954 | 0.55% | 7q | +430.4%+$16.7M |
| Dala Group, LLC | $19.1M | 112,019 | 15.70% | 3q | +7.5%+$1.3M |
| Peak Planning Group, LLC | $18.6M | 109,569 | 4.21% | 3q | +8.5%+$1.5M |
| Modern Wealth Management, LLC | $18.4M | 108,083 | 0.22% | 3q | -2.7%-$518.1K |
| Kestra Advisory Services, LLC | $18.1M | 106,501 | 0.06% | 24q | +109.0%+$9.5M |
| Fifth Third Securities, Inc. | $17.2M | 101,244 | 0.98% | 15q | +5.3%+$865.7K |
| Financial Partners Group, Inc | $17.2M | 100,867 | 1.74% | 7q | -1.5%-$265.9K |
| MANCHESTER FINANCIAL INC | $16.4M | 96,580 | 2.92% | 8q | +2.3%+$370.6K |
| Orion Porfolio Solutions, LLC | $16.2M | 95,363 | 0.12% | 10q | -11.0%-$2.0M |
| Family Investment Center, Inc. | $15.8M | 93,073 | 2.63% | 7q | -4.7%-$788.6K |
| Advance Capital Management, Inc. | $15.8M | 92,765 | 0.51% | 3q | -50.5%-$16.1M |
| Sound Income Strategies, LLC | $15.8M | 92,630 | 0.71% | 6q | +15.4%+$2.1M |
| Insight Wealth Strategies, LLC | $15.5M | 93,115 | 1.51% | 6q | +1.1%+$172.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.4M | 95,520 | 0.03% | 12q | HELD |
| Quadrature Capital Ltd | $14.8M | 87,025 | 0.13% | new | NEW |
| FreeGulliver LLC | $14.7M | 86,510 | 5.19% | 7q | +15.9%+$2.0M |
| Oasis Advisors, LLC | $14.4M | 84,481 | 9.33% | 3q | -98.2%-$780.1M |
| Ameritas Advisory Services, LLC | $14.2M | 83,256 | 0.29% | 12q | +520.6%+$11.9M |
| Cerity Partners LLC | $14.1M | 83,063 | 0.02% | 5q | +6.8%+$903.4K |
| J.W. COLE ADVISORS, INC. | $13.7M | 80,247 | 0.23% | 19q | +4.5%+$581.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $13.1M | 77,168 | 0.10% | 10q | HELD |
| WIN ADVISORS, INC | $13.0M | 76,701 | 4.65% | new | NEW |
| NATIXIS ADVISORS, LLC | $12.4M | 72,657 | 0.01% | 2q | +110.1%+$6.5M |
| FLAGSHIP WEALTH ADVISORS, LLC | $12.1M | 71,307 | 2.72% | 7q | +42.7%+$3.6M |
| Thrivent Financial for Lutherans | $11.7M | 68,547 | 0.02% | 3q | +65.4%+$4.6M |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $11.4M | 67,286 | 0.55% | 15q | +15.8%+$1.6M |
| TD PRIVATE CLIENT WEALTH LLC | $11.3M | 66,383 | 0.21% | 2q | +603.5%+$9.7M |
| AVAII WEALTH MANAGEMENT, LLC | $10.9M | 63,778 | 3.19% | 3q | +5.2%+$533.7K |
| Ausdal Financial Partners, Inc. | $10.7M | 62,929 | 0.42% | 11q | -1.2%-$134.9K |
| World Investment Advisors | $10.6M | 71,615 | 0.18% | 9q | +6.1%+$611.6K |
| Janney Montgomery Scott LLC | $10.5M | 61,802 | 0.02% | 31q | +181.3%+$6.8M |
| ProVise Management Group, LLC | $10.5M | 61,437 | 0.70% | 21q | +1.8%+$186.6K |
| LMG Wealth Partners, LLC | $10.4M | 60,963 | 1.66% | 7q | +2.2%+$226.6K |
| Principle Wealth Partners LLC | $10.3M | 60,388 | 0.51% | 5q | +36.9%+$2.8M |
| Atlas Legacy Advisors, LLC | $10.1M | 59,242 | 1.49% | 7q | +1.4%+$138.0K |
| AXXCESS WEALTH MANAGEMENT, LLC | $9.1M | 53,723 | 0.15% | new | NEW |
| Meridian Wealth Management, LLC | $9.0M | 52,993 | 0.28% | new | NEW |
| B. Riley Wealth Advisors, Inc. | $9.0M | 53,703 | 0.48% | 2q | +957.8%+$8.1M |
| Koshinski Asset Management, Inc. | $9.0M | 52,781 | 0.48% | 7q | +4.1%+$353.9K |
| HUNTINGTON NATIONAL BANK | $8.6M | 50,410 | 0.04% | 26q | +108.3%+$4.5M |
| TITLEIST ASSET MANAGEMENT, LLC | $8.3M | 48,776 | 0.56% | 14q | +2.8%+$226.8K |
| Sunrise Financial Services, LLC | $8.2M | 47,947 | 4.85% | 3q | +7.0%+$531.9K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $8.0M | 46,957 | 0.23% | 13q | HELD |
| Institute for Wealth Management, LLC. | $8.0M | 46,822 | 0.70% | 31q | +0.6%+$49.5K |
| Integrated Wealth Concepts LLC | $7.9M | 46,563 | 0.05% | 5q | -44.2%-$6.3M |
| Stillwater Private Wealth, LLC | $7.8M | 47,959 | 5.11% | 2q | +213.7%+$5.3M |
| Quattro Advisors LLC | $7.8M | 46,049 | 5.21% | 3q | +2.4%+$182.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.7M | 44,999 | 0.00% | new | NEW |
| NWAM LLC | $7.5M | 44,308 | 0.38% | 8q | +1.6%+$116.0K |
| Schorn Wealth LLC | $7.2M | 42,539 | 1.89% | 9q | HELD |
| JANE STREET GROUP, LLC | $7.1M incl. $5.0M options PUT | 12,497 | 0.00% | 3q | +213.7%+$4.8M |
| FLAGSHIP HARBOR ADVISORS, LLC | $7.0M | 41,405 | 0.27% | 7q | +9.4%+$604.5K |
| BLAIR WILLIAM & CO/IL | $6.7M | 39,324 | 0.02% | 31q | -7.8%-$564.4K |
| Kellett Wealth Advisors, LLC | $6.6M | 38,712 | 3.07% | 9q | +4.0%+$254.7K |
| Prime Capital Investment Advisors, LLC | $6.6M | 38,515 | 0.06% | 13q | -4.4%-$300.3K |
| Uniting Wealth Partners, LLC | $6.5M | 38,457 | 1.33% | 4q | HELD |
| Argent Trust Co | $6.5M | 38,267 | 0.19% | 3q | +100.8%+$3.3M |
| PARK AVENUE SECURITIES LLC | $6.4M | 37,356 | 0.04% | 12q | +17.9%+$966.9K |
| Guardian Asset Advisors, LLC | $6.3M | 36,761 | 2.88% | new | NEW |
| Ullmann Wealth Partners Group, LLC | $6.2M | 36,640 | 0.57% | 31q | +1.0%+$64.3K |
| BNB Wealth Management, LLC | $6.2M | 36,378 | 3.38% | 3q | +99.4%+$3.1M |
| Belpointe Asset Management LLC | $6.0M | 35,353 | 0.20% | 10q | +45.8%+$1.9M |
| BENJAMIN EDWARDS INC | $6.0M | 34,981 | 0.05% | 8q | +0.8%+$46.3K |
| Braeburn Wealth Management LLC | $5.8M | 33,907 | 2.48% | new | NEW |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $5.8M | 33,868 | 2.03% | 4q | +165.0%+$3.6M |
| PSI Advisors, LLC | $5.7M | 33,391 | 1.32% | 4q | +42.6%+$1.7M |
Showing the largest 100 of 488 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 | 182 | $587.5M | 4,006,924 | 15 | 79 | 47 | 0.0% |
| Q2 2026 | 488 | $5.3B | 31,262,400 | 72 | 224 | 94 | 0.1% |
| Q1 2026 | 433 | $3.8B | 26,213,803 | 55 | 184 | 118 | 0.0% |
| Q4 2025 | 413 | $3.4B | 24,397,492 | 46 | 156 | 103 | 0.0% |
| Q3 2025 | 359 | $2.9B | 21,429,787 | 40 | 155 | 83 | 0.0% |
| Q2 2025 | 355 | $2.5B | 19,357,343 | 52 | 122 | 113 | 0.1% |
| Q1 2025 | 336 | $2.2B | 18,968,657 | 38 | 144 | 96 | 0.1% |
| Q4 2024 | 375 | $2.9B | 23,121,522 | 98 | 140 | 42 | 0.0% |
| Q3 2024 | 263 | $1.4B | 11,700,887 | 47 | 110 | 48 | 0.0% |
| Q2 2024 | 244 | $1.3B | 11,645,313 | 51 | 79 | 59 | 0.0% |
| Q1 2024 | 216 | $1.5B | 13,410,270 | 57 | 64 | 49 | 0.0% |
| Q4 2023 | 172 | $753.6M | 8,377,407 | 21 | 56 | 51 | 0.0% |
| Q3 2023 | 157 | $685.1M | 8,509,553 | 18 | 55 | 37 | 0.0% |
| Q2 2023 | 155 | $512.8M | 6,447,308 | 16 | 48 | 55 | 0.0% |
| Q1 2023 | 153 | $520.0M | 6,887,482 | 15 | 47 | 53 | 0.0% |
| Q4 2022 | 159 | $969.8M | 12,918,825 | 24 | 57 | 49 | 0.0% |
| Q3 2022 | 143 | $16.4B | 234,410,729 | 20 | 45 | 39 | 0.0% |
| Q2 2022 | 139 | $10.7B | 150,802,866 | 14 | 44 | 51 | 0.0% |
| Q1 2022 | 140 | $12.6B | 145,601,338 | 10 | 45 | 48 | 0.0% |
| Q4 2021 | 146 | $3.3B | 35,931,729 | 13 | 43 | 36 | 0.0% |
| Q3 2021 | 127 | $2.2B | 26,445,218 | 13 | 51 | 32 | 0.0% |
| Q2 2021 | 129 | $2.0B | 23,766,805 | 20 | 36 | 35 | 0.0% |
| Q1 2021 | 121 | $1.6B | 18,984,244 | 15 | 40 | 37 | 0.0% |
| Q4 2020 | 117 | $7.9B | 100,843,013 | 12 | 38 | 34 | 0.0% |
| Q3 2020 | 103 | $5.5B | 83,202,752 | 11 | 34 | 32 | 0.0% |
| Q2 2020 | 92 | $4.6B | 76,614,517 | 12 | 34 | 29 | 0.0% |
| Q1 2020 | 94 | $3.6B | 73,675,595 | 14 | 31 | 31 | 0.0% |
| Q4 2019 | 102 | $3.4B | 55,473,786 | 18 | 35 | 19 | 0.0% |
| Q3 2019 | 82 | $2.1B | 35,243,095 | 9 | 27 | 28 | 0.0% |
| Q2 2019 | 85 | $1.6B | 27,039,797 | 22 | 35 | 14 | 0.0% |
| Q1 2019 | 72 | $654.9M | 11,393,319 | 20 | 27 | 8 | 0.0% |
| Q4 2018 | 55 | $94.3M | 2,096,345 | 0 | 0 | 1 | 0.0% |