Institutional Ownership Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO). We have compiled data on the 399 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
9,070
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2025
Added 7.64%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
9,016
shares
|
$1.21 Million
0.35% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
8,786
shares
|
$1.18 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,721
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,680
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 68.52%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
8,635
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
8,518
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
8,474
shares
|
$1.14 Million
0.34% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
8,380
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
8,252
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Added 27.44%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
8,223
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 202.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
8,172
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
8,126
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
7,994
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2025
Reduced 98.57%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
7,947
shares
|
$1.07 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
7,938
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Added 25.13%
|
|
|
Jackson Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
7,908
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2025
Added 24.14%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
7,784
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
7,394
shares
|
$991,683
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
7,394
shares
|
$991,683
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
6,961
shares
|
$933,609
0.73% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
6,959
shares
|
$933,341
0.16% of portfolio
|
Q1 2020
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
6,615
shares
|
$887,203
0.0% of portfolio
|
Q3 2025
Reduced 23.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
6,547
shares
|
$878,083
0.0% of portfolio
|
Q3 2025
Reduced 40.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
6,509
shares
|
$872,987
0.02% of portfolio
|
Q3 2025
Added 40.67%
|
|