XMVMINVESCO EXCHANGE TRADED FD T
CUSIP 46137V456 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (XMVM) has 95 institutional holders in Filings Flow’s 13F database, together reporting 4.27M shares worth $278M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Bank Of America Corp /De/, and Avior Wealth Management, LLC.
Institutional Holders
95
Q1 2026
Reported Value
$278M
Ticker
XMVM
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 2.81% | $14M | 216.8K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 2.10% | $8M | 117.1K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.97% | $34M | 525.7K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 0.58% | $2M | 31.6K | Q1 2026 |
| J.M. Arbour, LLC$104M AUM | 0.55% | $571,493 | 8.8K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.46% | $2M | 24.8K | Q1 2026 |
| Everest Financial Group LLC$607M AUM | 0.38% | $2M | 35.3K | Q1 2026 |
| WESCAP Management Group, Inc.$508M AUM | 0.32% | $2M | 24.8K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.27% | $383,595 | 5.9K | Q1 2026 |
| National Wealth Management Group, LLC$269M AUM | 0.23% | $619,686 | 9.5K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.23% | $18M | 282.2K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.21% | $424,778 | 6.5K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.16% | $1M | 18.0K | Q1 2026 |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.15% | $440,204 | 6.8K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 0.14% | $617,601 | 8.9K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 0.12% | $370,000 | 5.8K | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.11% | $328,726 | 5.0K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.11% | $2M | 31.0K | Q1 2026 |
| MOR Wealth Management, LLC$218M AUM | 0.10% | $225,370 | 3.5K | Q4 2025OLDER |
| Armbruster Capital Management, Inc.$671M AUM | 0.09% | $569,735 | 8.7K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.09% | $3M | 48.7K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.08% | $624,122 | 9.6K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.07% | $882,361 | 12.7K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.07% | $611,012 | 9.4K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.06% | $399,446 | 6.1K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.06% | $934,000 | 14.4K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $260,480 | 4.0K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 17.1K | Q1 2026 |
| Westover Capital Advisors, LLC$543M AUM | 0.04% | $216,979 | 3.3K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.03% | $108,425 | 1.7K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $271,046 | 4.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.03% | $1M | 21.3K | Q2 2025OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.02% | $237,362 | 3.6K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $456,958 | 7.0K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.02% | $263,313 | 4.7K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 47.3K | Q1 2026 |
| Parcion Private Wealth LLC$1.6B AUM | 0.02% | $225,062 | 4.0K | Q2 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $137,187 | 2.2K | Q3 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $21,132 | 306 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.01% | $172,828 | 2.7K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $434,812 | 6.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $40M | 611.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 23.6K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $358,816 | 5.5K | Q1 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.01% | $19,210 | 295 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $11M | 161.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 56.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $97,757 | 1.6K | Q3 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.01% | $32,492 | 498 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 70.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $2M | 37.3K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $418,461 | 6.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 63.2K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $253,875 | 3.9K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $3M | 45.7K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $108,685 | 1.7K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $78,067 | 1.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 72.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $16M | 239.2K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $53,724 | 825 | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $543,947 | 8.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $372,356 | 5.7K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $212,730 | 3.3K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $44,527 | 694 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $13M | 193.5K | Q1 2026 |
| Ridgewood Investments LLC$244M AUM | 0.00% | $6,675 | 120 | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $37M | 566.2K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $18,746 | 337 | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $864,320 | 13.3K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $228,375 | 3.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $136,817 | 2.1K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $4,232 | 65 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $72,141 | 1.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $78,470 | 1.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 19.5K | Q1 2026 |
| Beacon Capital Management, Inc.$1.8B AUM | 0.00% | $24,876 | 382 | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $687,000 | 10.6K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 43.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 37.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 76.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $205,107 | 3.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $312,000 | 4.8K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $12M | 187.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 45.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $34,430 | 528 | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $365,712 | 5.7K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $538,096 | 8.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $87,196 | 1.3K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,577 | 101 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 23.3K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $217,000 | 3.3K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $22,000 | 337 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $616,290 | 10.0K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $5,631 | 86 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $171,331 | 2.6K | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $1,628 | 25 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $4,183 | 65 | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $3,581 | 55 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $19,276 | 296 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $512,690 | 7.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $20,578 | 316 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $522,132 | 8.0K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $5,661 | 100 | Q2 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $5,405 | 83 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,541 | 25 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,256 | 50 | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $65 | 1 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $53,247 | 864 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $103,784 | 1.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3,400 | 53 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.