Vault-13

INVESCO EXCHANGE TRADED FD T XMVM

S&P MDCP VLU MNT · ETP · CUSIP 46137V456

102 institutional holders +7 vs Q1 2026
4,469,8564.5m shares reported held*
$317.2mreported value*
17 new 42 added 23 reduced 8 sold out net bought ≈ $20.1m (+285.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $70.96.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 57Q4 22: 64Q1 23: 60Q2 23: 61Q3 23: 59Q4 23: 59Q1 24: 59Q2 24: 65Q3 24: 64Q4 24: 68Q1 25: 66Q2 25: 68Q3 25: 66Q4 25: 80Q1 26: 95Q2 26: 102102Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202257
Q4 202264
Q1 202360
Q2 202361
Q3 202359
Q4 202359
Q1 202459
Q2 202465
Q3 202464
Q4 202468
Q1 202566
Q2 202568
Q3 202566
Q4 202580
Q1 202695
Q2 2026102

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 32 bought or addedQ3 24: 20 cut or sold outQ4 24: 33 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 19 cut or sold outQ2 25: 26 bought or addedQ2 25: 27 cut or sold outQ2 25Q3 25: 34 bought or addedQ3 25: 23 cut or sold outQ4 25: 39 bought or addedQ4 25: 26 cut or sold outQ4 25Q1 26: 62 bought or addedQ1 26: 19 cut or sold outQ2 26: 59 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243220
Q4 20243319
Q1 20253919
Q2 20252627
Q3 20253423
Q4 20253926
Q1 20266219
Q2 20265931

Biggest buyers

AMERIPRISE FINANCIAL INC Added +74,571+74.6k
BANK OF AMERICA CORP /DE/ Added +64,330+64.3k
RAYMOND JAMES FINANCIAL INC Added +42,959+43.0k
MORGAN STANLEY Added +42,231+42.2k
Cambridge Investment Research Advisors, Inc. Added +34,285+34.3k
Sovran Advisors, LLC Added +27,147+27.1k
Cetera Investment Advisers Added +19,556+19.6k
JONES FINANCIAL COMPANIES LLLP Added +18,222+18.2k
USAdvisors Wealth Management, LLC Added +16,764+16.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +16,516+16.5k

Biggest sellers

Avior Wealth Management, LLC Reduced -115,974-116.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -42,199-42.2k
Tactive Advisors, LLC Sold out -31,633-31.6k
Mariner, LLC Sold out -19,500-19.5k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -9,415-9.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -8,018-8.0k
AVAII WEALTH MANAGEMENT, LLC Sold out -5,048-5.0k
STIFEL FINANCIAL CORP Reduced -4,100-4.1k
SILVERLAKE WEALTH MANAGEMENT LLC Sold out -4,000-4.0k
CAPTRUST FINANCIAL ADVISORS Reduced -2,802-2.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 630,521630.5k $44.7m $44.7m 0.00% Added +64.3k +64,330
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 624,819624.8k $44.3m $44.3m 0.01% Added +13.2k +13,218
3 Avior Wealth Management, LLC 0.76% of their portfolio OMAHA, NE 409,737409.7k $29.1m $29.1m 0.76% Reduced -116.0k -115,974
4 Foundations Investment Advisors, LLC 0.21% of their portfolio PHOENIX, AZ 286,584286.6k $20.3m $20.3m 0.21% Added +4.4k +4,386
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 282,185282.2k $20.0m $20.0m 0.01% Added +43.0k +42,959
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 268,115268.1k $19.0m $19.0m 0.00% Added +74.6k +74,571
7 Whitaker-Myers Wealth Managers, LTD. 2.74% of their portfolio Mansfield, OH 230,965231.0k $16.4m $16.4m 2.74% Added +14.2k +14,184
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 229,287229.3k $16.3m $16.3m 0.00% Added +42.2k +42,231
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 177,881177.9k $12.6m $12.6m 0.01% Added +16.5k +16,516
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 92,25492.3k $6.5m $6.5m 0.01% Added +19.6k +19,556
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 75,66775.7k $5.4m $5.4m 0.00% Reduced -534 -534
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 71,57871.6k $5.1m $5.1m 0.01% Added +34.3k +34,285
13 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 67,66267.7k $4.8m $4.8m 0.01% Added +4.5k +4,484
14 INDEPENDENT FINANCIAL GROUP, LLC 0.09% of their portfolio SAN DIEGO, CA 64,20764.2k $4.6m $4.6m 0.09% Reduced -9.4k -9,415
15 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 59,20959.2k $4.2m $4.2m 0.03% Added +11.9k +11,912
16 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 55,90655.9k $4.0m $4.0m 0.00% Added +18.2k +18,222
17 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 53,66053.7k $3.8m $3.8m 0.01% Reduced -2.8k -2,802
18 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 49,58049.6k $3.5m $3.5m 0.00% Added +6.0k +6,044
19 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 46,11846.1k $3.3m $3.3m 0.01% Added +417 +417
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 45,78745.8k $3.2m $3.2m 0.00% Added +687 +687
21 WESCAP Management Group, Inc. 0.53% of their portfolio Glendale, CA 39,90439.9k $2.8m $2.8m 0.53% Added +15.1k +15,106
22 Sovran Advisors, LLC 0.22% of their portfolio SAN DIEGO, CA 39,80739.8k $3.0m $3.0m 0.22% Added +27.1k +27,147
23 Everest Financial Group LLC 0.34% of their portfolio MINNEAPOLIS, MN 35,07235.1k $2.5m $2.5m 0.34% Reduced -182 -182
24 MONEY CONCEPTS CAPITAL CORP 0.10% of their portfolio PALM BEACH GARDENS, FL 30,24730.2k $2.1m $2.1m 0.10% Reduced -793 -793
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 28,03128.0k $2.0m $2.0m 0.00% Reduced -42.2k -42,199
26 Ausdal Financial Partners, Inc. 0.08% of their portfolio Davenport, IA 27,69927.7k $2.0m $2.0m 0.08% Added +10.6k +10,638
27 ROMAN BUTLER FULLERTON & CO 0.43% of their portfolio ST LOUIS, MO 24,81924.8k $1.8m $1.8m 0.43% Added +11 +11
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 23,72323.7k $1.7m $1.7m 0.00% Added +397 +397
29 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 23,61123.6k $1.7m $1.7m 0.01% Unchanged
30 USAdvisors Wealth Management, LLC 0.46% of their portfolio EDEN PRAIRIE, MN 22,54322.5k $1.6m $1.6m 0.46% Added +16.8k +16,764
31 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,66119.7k $1.4m $1.4m 0.00% Added +6.4k +6,388
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,49318.5k $1.3m $1.3m 0.00% Added +10.6k +10,620
33 Breakwater Capital Group 0.15% of their portfolio PARAMUS, NJ 17,82717.8k $1.3m $1.3m 0.15% Reduced -156 -156
34 Solutions 4 Wealth, Ltd 1.59% of their portfolio SOUTHLAKE, TX 17,41917.4k $1.2m $1.2m 1.59% Added +3.3k +3,260
35 THOROUGHBRED FINANCIAL SERVICES, LLC 0.05% of their portfolio BRENTWOOD, TN 13,99214.0k $992.0k $992.0k 0.05% Reduced -365 -365
36 Betterment LLC 0.00% of their portfolio NEW YORK, NY 13,06013.1k $926.0k $926.0k 0.00% Added +2.5k +2,506
37 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 13,00013.0k $921.0k $921.0k 0.00% New
38 LexAurum Advisors, LLC 0.10% of their portfolio OVERLAND PARK, KS 12,49712.5k $886.3k $886.3k 0.10% Added +2.9k +2,913
39 Wealth Enhancement Trust Services, Inc. 0.09% of their portfolio SIOUX FALLS, SD 11,91411.9k $844.9k $844.9k 0.09% New
40 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 10,30010.3k $730.5k $730.5k 0.00% New
41 Institute for Wealth Management, LLC. 0.06% of their portfolio DENVER, CO 9,3859.4k $665.6k $665.6k 0.06% Added +2 +2
42 National Wealth Management Group, LLC 0.20% of their portfolio CINCINNATI, OH 9,3329.3k $661.8k $661.8k 0.20% Reduced -184 -184
43 Armbruster Capital Management, Inc. 0.09% of their portfolio PITTSFORD, NY 8,7498.7k $620.5k $620.5k 0.09% Unchanged
44 J.M. Arbour, LLC 0.53% of their portfolio GARDINER, ME 8,6828.7k $615.7k $615.7k 0.53% Reduced -94 -94
45 Key Client Fiduciary Advisors, LLC 0.18% of their portfolio Fairfield, NJ 8,6208.6k $611.3k $611.3k 0.18% Added +1.9k +1,860
46 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 8,1368.1k $577.0k $577.0k 0.00% Reduced -217 -217
47 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 7,1677.2k $508.2k $508.2k 0.02% Added +150 +150
48 GUIDANCE CAPITAL, INC 0.11% of their portfolio LOUSVILLE, KY 6,8476.8k $506.1k $506.1k 0.11% Reduced -2.1k -2,087
49 Pacific Sun Financial Corp 0.20% of their portfolio LOS ANGELES, CA 6,6836.7k $474.0k $474.0k 0.20% Added +160 +160
50 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 6,6086.6k $468.7k $468.7k 0.01% Reduced -69 -69
51 Keating Financial Advisory Services, Inc. 0.06% of their portfolio MANHATTAN, KS 6,4426.4k $456.9k $456.9k 0.06% Added +308 +308
52 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,2756.3k $445.0k $445.0k 0.01% Added +765 +765
53 Comprehensive Financial Planning, Inc./PA 0.22% of their portfolio EAST PETERSBURG, PA 5,9175.9k $419.6k $419.6k 0.22% Added +27 +27
54 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 5,8585.9k $415.4k $415.4k 0.01% Reduced -568 -568
55 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 5,7185.7k $405.5k $405.5k 0.01% Unchanged
56 MONECO ADVISORS, LLC 0.02% of their portfolio FAIRFIELD, CT 5,5375.5k $392.7k $392.7k 0.02% New
57 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,2745.3k $374.0k $374.0k 0.00% Added +488 +488
58 CARLSON FINANCIAL, INC. 0.18% of their portfolio CANBY, OR 5,0255.0k $356.2k $356.2k 0.18% Added +41 +41
59 Schrum Private Wealth Management LLC 0.24% of their portfolio ST. AUGUSTINE, FL 4,5004.5k $232.4k $232.4k 0.24% New
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,1644.2k $295.3k $295.3k 0.00% Reduced -4.1k -4,100
61 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,9003.9k $276.6k $276.6k 0.00% New
62 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 3,7713.8k $267.4k $267.4k 0.01% Reduced -128 -128
63 Ullmann Wealth Partners Group, LLC 0.02% of their portfolio JACKSONVILLE BEACH, FL 3,6453.6k $258.5k $258.5k 0.02% Unchanged
64 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 3,5073.5k $248.7k $248.7k 0.00% Unchanged
65 Golden State Wealth Management, LLC 0.02% of their portfolio SANTA ANA, CA 3,3613.4k $238.4k $238.4k 0.02% Reduced -801 -801
66 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 3,3393.3k $237.0k $237.0k 0.00% Unchanged
67 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,3313.3k $236.2k $236.2k 0.00% New
68 Westover Capital Advisors, LLC 0.04% of their portfolio WILMINGTON, DE 3,2693.3k $231.8k $231.8k 0.04% Reduced -63 -63
69 Provident Living Financial Services, Inc. 0.23% of their portfolio LEHI, UT 3,2363.2k $229.5k $229.5k 0.23% New
70 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 3,2333.2k $229.3k $229.3k 0.00% Reduced -34 -34
71 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,1803.2k $225.6k $225.6k 0.00% New
72 SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio JACKSON, TN 3,0753.1k $218.1k $218.1k 0.01% New
73 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3,0103.0k $213.5k $213.5k 0.00% Added +379 +379
74 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,9723.0k $210.8k $210.8k 0.00% Reduced -178 -178
75 SHP Wealth Management 0.01% of their portfolio PLYMOUTH, MA 2,9432.9k $208.7k $208.7k 0.01% Added +289 +289
76 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,9262.9k $207.5k $207.5k 0.00% New
77 True Wealth Design, LLC 0.03% of their portfolio AKRON, OH 1,6651.7k $118.1k $118.1k 0.03% Unchanged
78 FMR LLC 0.00% of their portfolio BOSTON, MA 1,6341.6k $115.9k $115.9k 0.00% Added +40 +40
79 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,5991.6k $113.4k $113.4k 0.00% New
80 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,3391.3k $95.0k $95.0k 0.00% Unchanged
81 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,2051.2k $85.5k $85.5k 0.00% Unchanged
82 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 1,1931.2k $84.6k $84.6k 0.01% Added +1 +1
83 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,1221.1k $79.6k $79.6k 0.00% Reduced -547 -547
84 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,1091.1k $78.6k $78.6k 0.00% Added +1 +1
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 875875 $62.5k $62.5k 0.00% New
86 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 825825 $58.5k $58.5k 0.00% Unchanged
87 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 747747 $53.0k $53.0k 0.00% New
88 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 738738 $52.4k $52.4k 0.00% New
89 Ascentis Wealth Management, LLC 0.01% of their portfolio DALLAS, TX 498498 $35.4k $35.4k 0.01% Unchanged
90 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 388388 $27.5k $27.5k 0.00% Reduced -140 -140
91 Beacon Capital Management, Inc. 0.00% of their portfolio DAYTON, OH 382382 $27.1k $27.1k 0.00% Unchanged
92 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 337337 $24.0k $24.0k 0.00% Unchanged
93 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 316316 $22.4k $22.4k 0.00% Unchanged
94 Tanglewood Legacy Advisors, LLC 0.01% of their portfolio HOUSTON, TX 295295 $20.9k $20.9k 0.01% Unchanged
95 Catherine Avery Investment Management LLC 0.01% of their portfolio LONGBOAT KEY, FL 217217 $15.4k $15.4k 0.01% New
96 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 124124 $8.8k $8.8k 0.00% New
97 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 8383 $5.9k $5.9k 0.00% Unchanged
98 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 6666 $4.7k $4.7k 0.00% Added +11 +11
99 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 6565 $4.6k $4.6k 0.00% Unchanged
100 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5050 $3.5k $3.5k 0.00% Unchanged