DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (XMVM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
101
Reporting holders
$317.1M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $44.7M | 630,521 | 0.00% | 31q | +11.4%+$4.6M |
| LPL Financial LLC | $44.3M | 624,819 | 0.01% | 31q | +2.2%+$937.4K |
| Avior Wealth Management, LLC | $29.1M | 409,737 | 0.76% | 9q | -22.1%-$8.2M |
| Foundations Investment Advisors, LLC | $20.3M | 286,584 | 0.21% | 2q | +1.6%+$311.1K |
| RAYMOND JAMES FINANCIAL INC | $20.0M | 282,185 | 0.01% | 7q | +18.0%+$3.0M |
| AMERIPRISE FINANCIAL INC | $19.0M | 268,115 | 0.00% | 24q | +38.5%+$5.3M |
| Whitaker-Myers Wealth Managers, LTD. | $16.4M | 230,965 | 2.74% | 15q | +6.5%+$1.0M |
| MORGAN STANLEY | $16.3M | 229,287 | 0.00% | 33q | +22.6%+$3.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.6M | 177,881 | 0.01% | 18q | +10.2%+$1.2M |
| Cetera Investment Advisers | $6.5M | 92,254 | 0.01% | 10q | +26.9%+$1.4M |
| ROYAL BANK OF CANADA | $5.4M | 75,667 | 0.00% | 31q | -0.7%-$37.9K |
| Cambridge Investment Research Advisors, Inc. | $5.1M | 71,578 | 0.01% | 21q | +91.9%+$2.4M |
| OSAIC HOLDINGS, INC. | $4.8M | 67,662 | 0.01% | 26q | +7.1%+$318.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $4.6M | 64,207 | 0.09% | 11q | -12.8%-$667.7K |
| Equitable Holdings, Inc. | $4.2M | 59,209 | 0.03% | 22q | +25.2%+$844.8K |
| JONES FINANCIAL COMPANIES LLLP | $4.0M | 55,906 | 0.00% | 9q | +48.4%+$1.3M |
| CAPTRUST FINANCIAL ADVISORS | $3.8M | 53,660 | 0.01% | 18q | -5.0%-$198.7K |
| CITIGROUP INC | $3.5M | 49,580 | 0.00% | 31q | +13.9%+$428.6K |
| Thrivent Financial for Lutherans | $3.3M | 46,118 | 0.01% | 3q | +0.9%+$29.6K |
| WELLS FARGO & COMPANY/MN | $3.2M | 45,787 | 0.00% | 31q | +1.5%+$48.7K |
| Sovran Advisors, LLC | $3.0M | 39,807 | 0.22% | 2q | +214.4%+$2.0M |
| WESCAP Management Group, Inc. | $2.8M | 39,904 | 0.53% | 6q | +60.9%+$1.1M |
| Everest Financial Group LLC | $2.5M | 35,072 | 0.34% | 3q | -0.5%-$12.9K |
| MONEY CONCEPTS CAPITAL CORP | $2.1M | 30,247 | 0.10% | 21q | -2.6%-$56.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 28,031 | 0.00% | 23q | -60.1%-$3.0M |
| Ausdal Financial Partners, Inc. | $2.0M | 27,699 | 0.08% | 7q | +62.4%+$754.4K |
| ROMAN BUTLER FULLERTON & CO | $1.8M | 24,819 | 0.43% | 4q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 23,723 | 0.00% | 16q | +1.7%+$28.2K |
| Sanctuary Advisors, LLC | $1.7M | 23,611 | 0.01% | 9q | HELD |
| USAdvisors Wealth Management, LLC | $1.6M | 22,543 | 0.46% | 2q | +290.1%+$1.2M |
| MML INVESTORS SERVICES, LLC | $1.4M | 19,661 | 0.00% | 18q | +48.1%+$453.0K |
| CITADEL ADVISORS LLC | $1.3M | 18,493 | 0.00% | 2q | +134.9%+$753.2K |
| Breakwater Capital Group | $1.3M | 17,827 | 0.15% | 11q | -0.9%-$11.1K |
| Solutions 4 Wealth, Ltd | $1.2M | 17,419 | 1.59% | 3q | +23.0%+$231.2K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $992.0K | 13,992 | 0.05% | 5q | -2.5%-$25.9K |
| Betterment LLC | $926.0K | 13,060 | 0.00% | 3q | +23.7%+$177.7K |
| NATIXIS ADVISORS, LLC | $921.0K | 13,000 | 0.00% | new | NEW |
| LexAurum Advisors, LLC | $886.3K | 12,497 | 0.10% | 2q | +30.4%+$206.6K |
| Wealth Enhancement Trust Services, Inc. | $844.9K | 11,914 | 0.09% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $730.5K | 10,300 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $665.6K | 9,385 | 0.06% | 31q | HELD |
| National Wealth Management Group, LLC | $661.8K | 9,332 | 0.20% | 2q | -1.9%-$13.0K |
| Armbruster Capital Management, Inc. | $620.5K | 8,749 | 0.09% | 25q | HELD |
| J.M. Arbour, LLC | $615.7K | 8,682 | 0.53% | 2q | -1.1%-$6.7K |
| Key Client Fiduciary Advisors, LLC | $611.3K | 8,620 | 0.18% | 2q | +27.5%+$131.9K |
| Waverly Advisors, LLC | $577.0K | 8,136 | 0.00% | 7q | -2.6%-$15.4K |
| Cornerstone Wealth Management, LLC | $508.2K | 7,167 | 0.02% | 18q | +2.1%+$10.6K |
| GUIDANCE CAPITAL, INC | $506.1K | 6,847 | 0.11% | 11q | -23.4%-$154.3K |
| Pacific Sun Financial Corp | $474.0K | 6,683 | 0.20% | 3q | +2.5%+$11.3K |
| Sigma Planning Corp | $468.7K | 6,608 | 0.01% | 22q | -1.0%-$4.9K |
| Keating Financial Advisory Services, Inc. | $456.9K | 6,442 | 0.06% | 3q | +5.0%+$21.8K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $445.0K | 6,275 | 0.01% | 7q | +13.9%+$54.3K |
| Comprehensive Financial Planning, Inc./PA | $419.6K | 5,917 | 0.22% | 7q | HELD |
| PRINCIPAL SECURITIES, INC. | $415.4K | 5,858 | 0.01% | 11q | -8.8%-$40.3K |
| Independent Advisor Alliance | $405.5K | 5,718 | 0.01% | 2q | HELD |
| MONECO ADVISORS, LLC | $392.7K | 5,537 | 0.02% | new | NEW |
| Janney Montgomery Scott LLC | $374.0K | 5,274 | 0.00% | 4q | +10.2%+$34.6K |
| CARLSON FINANCIAL, INC. | $356.2K | 5,025 | 0.18% | 3q | +0.8%+$2.9K |
| STIFEL FINANCIAL CORP | $295.3K | 4,164 | 0.00% | 2q | -49.6%-$290.8K |
| UBS Group AG | $276.6K | 3,900 | 0.00% | new | NEW |
| CreativeOne Wealth, LLC | $267.4K | 3,771 | 0.01% | 3q | -3.3%-$9.1K |
| Ullmann Wealth Partners Group, LLC | $258.5K | 3,645 | 0.02% | 22q | HELD |
| BENJAMIN EDWARDS INC | $248.7K | 3,507 | 0.00% | 4q | HELD |
| Golden State Wealth Management, LLC | $238.4K | 3,361 | 0.02% | 6q | -19.2%-$56.8K |
| BESSEMER GROUP INC | $237.0K | 3,339 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $236.2K | 3,331 | 0.00% | new | NEW |
| Schrum Private Wealth Management LLC | $232.4K | 4,500 | 0.24% | new | NEW |
| Westover Capital Advisors, LLC | $231.8K | 3,269 | 0.04% | 2q | -1.9%-$4.5K |
| Provident Living Financial Services, Inc. | $229.5K | 3,236 | 0.23% | new | NEW |
| RFG Advisory, LLC | $229.3K | 3,233 | 0.00% | 3q | -1.0%-$2.4K |
| Private Advisor Group, LLC | $225.6K | 3,180 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $218.1K | 3,075 | 0.01% | new | NEW |
| US BANCORP \DE\ | $213.5K | 3,010 | 0.00% | 6q | +14.4%+$26.9K |
| Kestra Advisory Services, LLC | $210.8K | 2,972 | 0.00% | 3q | -5.7%-$12.6K |
| SHP Wealth Management | $208.7K | 2,943 | 0.01% | 3q | +10.9%+$20.5K |
| Ameritas Advisory Services, LLC | $207.5K | 2,926 | 0.00% | new | NEW |
| True Wealth Design, LLC | $118.1K | 1,665 | 0.03% | 15q | HELD |
| FMR LLC | $115.9K | 1,634 | 0.00% | 13q | +2.5%+$2.8K |
| AE Wealth Management LLC | $113.4K | 1,599 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $95.0K | 1,339 | 0.00% | 29q | HELD |
| IFP Advisors, Inc | $85.5K | 1,205 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $84.6K | 1,193 | 0.01% | 3q | HELD |
| AdvisorNet Financial, Inc | $79.6K | 1,122 | 0.00% | 2q | -32.8%-$38.8K |
| Geneos Wealth Management Inc. | $78.6K | 1,109 | 0.00% | 12q | HELD |
| JPMORGAN CHASE & CO | $62.5K | 875 | 0.00% | new | NEW |
| HARBOR INVESTMENT ADVISORY, LLC | $58.5K | 825 | 0.00% | 27q | HELD |
| IFG Advisory, LLC | $53.0K | 747 | 0.00% | new | NEW |
| Ascentis Wealth Management, LLC | $35.4K | 498 | 0.01% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $27.5K | 388 | 0.00% | 21q | -26.5%-$9.9K |
| Beacon Capital Management, Inc. | $27.1K | 382 | 0.00% | 5q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $24.0K | 337 | 0.00% | 5q | HELD |
| NewEdge Advisors, LLC | $22.4K | 316 | 0.00% | 15q | HELD |
| Tanglewood Legacy Advisors, LLC | $20.9K | 295 | 0.01% | 15q | HELD |
| Catherine Avery Investment Management LLC | $15.4K | 217 | 0.01% | new | NEW |
| Russell Investments Group, Ltd. | $8.8K | 124 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $5.9K | 83 | 0.00% | 2q | HELD |
| GeoWealth Management, LLC | $4.7K | 66 | 0.00% | 2q | +20.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4.6K | 65 | 0.00% | 3q | HELD |
| Allworth Financial LP | $3.5K | 50 | 0.00% | 5q | HELD |
| Central Pacific Bank - Trust Division | $1.8K | 25 | 0.00% | 2q | HELD |
Showing the largest 100 of 101 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 | 21 | $66.4M | 951,960 | 1 | 10 | 2 | 0.0% |
| Q2 2026 | 101 | $317.1M | 4,469,118 | 16 | 37 | 23 | 0.0% |
| Q1 2026 | 96 | $280.2M | 4,302,250 | 19 | 39 | 13 | 0.0% |
| Q4 2025 | 81 | $230.4M | 3,588,630 | 15 | 23 | 19 | 0.0% |
| Q3 2025 | 67 | $191.6M | 3,112,972 | 7 | 24 | 16 | 0.0% |
| Q2 2025 | 68 | $167.1M | 3,011,724 | 7 | 19 | 23 | 0.0% |
| Q1 2025 | 65 | $150.7M | 2,857,089 | 7 | 28 | 9 | 0.0% |
| Q4 2024 | 67 | $160.8M | 2,899,981 | 10 | 20 | 13 | 0.0% |
| Q3 2024 | 63 | $157.3M | 2,834,425 | 5 | 20 | 15 | 0.0% |
| Q2 2024 | 64 | $128.0M | 2,476,993 | 9 | 16 | 19 | 0.0% |
| Q1 2024 | 59 | $149.2M | 2,749,032 | 6 | 19 | 13 | 0.0% |
| Q4 2023 | 58 | $123.1M | 2,445,642 | 6 | 18 | 13 | 0.0% |
| Q3 2023 | 57 | $105.6M | 2,302,773 | 3 | 16 | 15 | 0.0% |
| Q2 2023 | 60 | $104.2M | 2,259,383 | 7 | 15 | 19 | 0.0% |
| Q1 2023 | 59 | $116.6M | 2,724,730 | 3 | 17 | 25 | 0.0% |
| Q4 2022 | 62 | $1.2B | 27,857,807 | 12 | 19 | 20 | 0.0% |
| Q3 2022 | 53 | $480.9M | 12,442,835 | 2 | 21 | 17 | 0.0% |
| Q2 2022 | 60 | $520.5M | 13,237,855 | 7 | 21 | 18 | 0.0% |
| Q1 2022 | 65 | $1.1B | 23,834,511 | 15 | 18 | 16 | 0.0% |
| Q4 2021 | 55 | $424.8M | 8,695,923 | 3 | 16 | 16 | 0.0% |
| Q3 2021 | 51 | $91.6M | 2,060,374 | 10 | 11 | 16 | 0.0% |
| Q2 2021 | 46 | $152.4M | 3,362,021 | 13 | 16 | 8 | 0.0% |
| Q1 2021 | 35 | $62.7M | 1,407,229 | 9 | 8 | 6 | 0.0% |
| Q4 2020 | 27 | $31.8M | 868,339 | 3 | 6 | 8 | 0.0% |
| Q3 2020 | 24 | $11.6M | 409,997 | 3 | 2 | 10 | 0.0% |
| Q2 2020 | 24 | $12.3M | 455,277 | 4 | 3 | 12 | 0.0% |
| Q1 2020 | 27 | $11.9M | 523,462 | 5 | 7 | 8 | 0.0% |
| Q4 2019 | 29 | $16.8M | 477,534 | 4 | 9 | 7 | 0.0% |
| Q3 2019 | 29 | $15.6M | 481,759 | 3 | 7 | 10 | 0.0% |
| Q2 2019 | 27 | $15.2M | 463,440 | 4 | 3 | 9 | 0.0% |
| Q1 2019 | 25 | $12.3M | 391,008 | 3 | 4 | 7 | 0.0% |
| Q4 2018 | 28 | $12.0M | 435,316 | 1 | 0 | 1 | 0.0% |