Vault-13

INVESCO EXCHANGE TRADED FD T XMHQ

S&P MDCP QUALITY · ETP · CUSIP 46137V472

428 institutional holders +5 vs Q4 2025
32,504,41832.5m shares reported held*
$3.4bnreported value*
35 new 159 added 168 reduced 31 sold out net sold ≈ $43.3m (-416.9k 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 ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $103.29. Options: 1 managers hold calls ($909.7k notional), 0 hold puts (—).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 77Q4 22: 84Q1 23: 85Q2 23: 125Q3 23: 158Q4 23: 213Q1 24: 284Q2 24: 313Q3 24: 348Q4 24: 405Q1 25: 404Q2 25: 395Q3 25: 397Q4 25: 423Q1 26: 428428Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202277
Q4 202284
Q1 202385
Q2 2023125
Q3 2023158
Q4 2023213
Q1 2024284
Q2 2024313
Q3 2024348
Q4 2024405
Q1 2025404
Q2 2025395
Q3 2025397
Q4 2025423
Q1 2026428

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 24: 229 bought or addedQ2 24: 89 cut or sold outQ3 24: 252 bought or addedQ3 24: 90 cut or sold outQ3 24Q4 24: 249 bought or addedQ4 24: 112 cut or sold outQ1 25: 210 bought or addedQ1 25: 202 cut or sold outQ1 25Q2 25: 180 bought or addedQ2 25: 211 cut or sold outQ3 25: 193 bought or addedQ3 25: 178 cut or sold outQ3 25Q4 25: 198 bought or addedQ4 25: 178 cut or sold outQ1 26: 194 bought or addedQ1 26: 199 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202422989
Q3 202425290
Q4 2024249112
Q1 2025210202
Q2 2025180211
Q3 2025193178
Q4 2025198178
Q1 2026194199

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ2 25 calls: $1.8mQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $944.6kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $1.2mQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $909.7kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$1.8m$00.00
Q3 2025$944.6k$00.00
Q4 2025$1.2m$00.00
Q1 2026$909.7k$00.00

Biggest buyers

LeClair Wealth Partners LLC New +194,843+194.8k
Independent Advisor Alliance Added +168,382+168.4k
JONES FINANCIAL COMPANIES LLLP Added +164,477+164.5k
TruWealth Advisors, LLC Added +163,753+163.8k
WELLS FARGO & COMPANY/MN Added +154,239+154.2k
Cetera Investment Advisers Added +95,372+95.4k
PCG Wealth Advisors, LLC Added +82,758+82.8k
Prota Financial, LLC Added +60,803+60.8k
OLD NATIONAL BANCORP /IN/ New +56,027+56.0k
BNP PARIBAS FINANCIAL MARKETS New +50,000+50.0k

Biggest sellers

STIFEL FINANCIAL CORP Reduced -282,268-282.3k
LPL Financial LLC Reduced -180,799-180.8k
Foundations Investment Advisors, LLC Reduced -161,020-161.0k
Family Investment Center, Inc. Reduced -123,047-123.0k
VANTAGEPOINT INVESTMENT ADVISERS LLC Reduced -120,005-120.0k
Trilogy Capital Inc. Reduced -104,167-104.2k
Orion Porfolio Solutions, LLC Reduced -97,749-97.7k
Oasis Advisors, LLC Sold out -97,525-97.5k
RAYMOND JAMES FINANCIAL INC Reduced -70,712-70.7k
TUDOR INVESTMENT CORP ET AL Sold out -69,192-69.2k

Biggest calls

CITADEL ADVISORS LLC Reduced $909.7k8.8k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 4,441,3314.4m $459.1m $459.1m 0.12% Reduced -180.8k -180,799
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,416,4242.4m $249.8m $249.8m 0.02% Added +3.4k +3,403
3 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 1,402,4831.4m $145.0m $145.0m 0.15% Added +95.4k +95,372
4 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.12% of their portfolio WASHINGTON, DC 1,280,5451.3m $132.4m $132.4m 1.12% Reduced -120.0k -120,005
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 1,202,2021.2m $124.3m $124.3m 0.08% Added +34.0k +34,002
6 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,171,3271.2m $121.0m $121.0m 0.03% Reduced -20.0k -20,012
7 JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio DES PERES, MO 976,956977.0k $98.3m $98.3m 0.05% Added +164.5k +164,477
8 COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio WALTHAM, MA 945,078945.1k $97.7m $97.7m 0.14% Reduced -14.3k -14,256
9 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 895,324895.3k $92.5m $92.5m 0.03% Reduced -70.7k -70,712
10 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 717,372717.4k $74.2m $74.2m 0.01% Added +154.2k +154,239
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 657,026657.0k $67.9m $67.9m 0.00% Added +13.6k +13,566
12 TruWealth Advisors, LLC 2.44% of their portfolio Metairie, LA 491,754491.8k $50.8m $50.8m 2.44% Added +163.8k +163,753
13 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 440,978441.0k $45.6m $45.6m 0.05% Reduced -10.9k -10,852
14 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 371,874371.9k $38.5m $38.5m 0.06% Reduced -54.6k -54,649
15 STRAIGHTLINE GROUP LLC 18.71% of their portfolio TROY, MI 363,959364.0k $37.6m $37.6m 18.71% Added +9.7k +9,740
16 Focus Financial Network, Inc. 1.27% of their portfolio MINNEAPOLIS, MN 343,103343.1k $35.5m $35.5m 1.27% Added +13.4k +13,429
17 NewEdge Advisors, LLC 0.12% of their portfolio NEW ORLEANS, LA 333,683333.7k $34.5m $34.5m 0.12% Added +22.9k +22,918
18 EQUITABLE TRUST CO 1.59% of their portfolio NASHVILLE, TN 332,378332.4k $34.4m $34.4m 1.59% Added +2.7k +2,736
19 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 327,742327.7k $33.9m $33.9m 0.09% Reduced -13.2k -13,228
20 UMB Bank, n.a. 0.46% of their portfolio Kansas City, MO 316,551316.6k $32.7m $32.7m 0.46% Added +7.7k +7,742
21 Crestwood Advisors Group, LLC 0.51% of their portfolio BOSTON, MA 296,013296.0k $30.6m $30.6m 0.51% Added +10.2k +10,247
22 Capital Planning Advisors, LLC 4.20% of their portfolio Roseville, CA 281,267281.3k $29.1m $29.1m 4.20% Added +7.1k +7,137
23 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 272,415272.4k $28.2m $28.2m 0.01% Reduced -37.6k -37,609
24 Atlantic Union Bankshares Corp 0.52% of their portfolio GLEN ALLEN, VA 259,763259.8k $26.9m $26.9m 0.52% Added +8.7k +8,743
25 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 246,607246.6k $25.5m $25.5m 0.03% Reduced -8.6k -8,631
26 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 246,575246.6k $25.5m $25.5m 0.12% Added +16.8k +16,753
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 241,792241.8k $25.0m $25.0m 0.00% Reduced -6.3k -6,303
28 Trilogy Capital Inc. 0.95% of their portfolio IRVINE, CA 206,884206.9k $21.4m $21.4m 0.95% Reduced -104.2k -104,167
29 Blue Water Asset Management 6.96% of their portfolio GRAND RAPIDS, MI 194,843194.8k $20.1m $20.1m 6.96% Added +9.5k +9,517
30 LeClair Wealth Partners LLC 6.96% of their portfolio DUBLIN, OH 194,843194.8k $20.1m $20.1m 6.96% New
31 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 191,771191.8k $19.8m $19.8m 0.08% Added +9.9k +9,905
32 SAX WEALTH ADVISORS, LLC 0.94% of their portfolio PARSIPPANY, NJ 190,232190.2k $19.5m $19.5m 0.94% Reduced -1.2k -1,166
33 Independent Advisor Alliance 0.21% of their portfolio CHARLOTTE, NC 189,308189.3k $19.6m $19.6m 0.21% Added +168.4k +168,382
34 KPP Advisory Services LLC 2.75% of their portfolio Louisville, KY 183,355183.4k $19.0m $19.0m 2.75% Reduced -6.0k -5,960
35 TRUST CO OF TOLEDO NA /OH/ 1.77% of their portfolio HOLLAND, OH 180,729180.7k $18.7m $18.7m 1.77% Reduced -343 -343
36 UBS Group AG 0.00% of their portfolio ZURICH, V8 179,631179.6k $18.6m $18.6m 0.00% Reduced -1.1k -1,107
37 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2.32% of their portfolio PITTSBURGH, PA 169,978170.0k $17.6m $17.6m 2.32% Added +9.2k +9,183
38 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 159,025159.0k $16.4m $16.4m 0.02% Reduced -282.3k -282,268
39 Everest Financial Group LLC 2.66% of their portfolio MINNEAPOLIS, MN 156,169156.2k $16.1m $16.1m 2.66% Reduced -5.6k -5,574
40 Gerber Kawasaki Wealth & Investment Management 0.50% of their portfolio SANTA MONICA, CA 152,543152.5k $15.8m $15.8m 0.50% Added +8.3k +8,270
41 Wealthspire Retirement, LLC 0.93% of their portfolio ALISO VIEJO, CA 149,585149.6k $15.5m $15.5m 0.93% Added +7.6k +7,583
42 WCG Wealth Advisors LLC 0.42% of their portfolio LAS VEGAS, NV 144,484144.5k $14.9m $14.9m 0.42% Added +4.8k +4,757
43 PCG Wealth Advisors, LLC 3.68% of their portfolio OVERLAND PARK, KS 140,924140.9k $14.6m $14.6m 3.68% Added +82.8k +82,758
44 CWM, LLC 0.04% of their portfolio OMAHA, NE 140,786140.8k $14.6m $14.6m 0.04% Added +7.5k +7,525
45 Bleakley Financial Group, LLC 0.22% of their portfolio PARSIPPANY, NJ 137,145137.1k $14.2m $14.2m 0.22% Added +2.5k +2,506
46 NBZ Investment Advisors LLC 5.92% of their portfolio KNOXVILLE, TN 130,929130.9k $13.5m $13.5m 5.92% Added +8.3k +8,266
47 Clearview Wealth Management LLC 9.41% of their portfolio IRVINE, CA 128,691128.7k $13.3m $13.3m 9.41% First filing
48 Madrona Financial Services, LLC 2.88% of their portfolio EVERETT, WA 127,158127.2k $13.1m $13.1m 2.88% Added +6.7k +6,710
49 Traction Financial Partners, LLC 8.01% of their portfolio LITTLETON, CO 125,822125.8k $13.0m $13.0m 8.01% Added +8.4k +8,416
50 Sowell Financial Services LLC 0.47% of their portfolio NORTH LITTLE ROCK, AR 123,551123.6k $12.8m $12.8m 0.47% Added +4.5k +4,507
51 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 123,041123.0k $12.7m $12.7m 0.04% Reduced -62.4k -62,410
52 Merit Financial Group, LLC 0.09% of their portfolio ALPHARETTA, GA 112,186112.2k $11.6m $11.6m 0.09% Added +6.4k +6,389
53 Corecam Pte. Ltd. 4.88% of their portfolio SINGAPORE, U0 108,920108.9k $11.3m $11.3m 4.88% Reduced -20.6k -20,550
54 WESCAP Management Group, Inc. 2.22% of their portfolio Glendale, CA 108,879108.9k $11.3m $11.3m 2.22% Added +8.0k +8,021
55 PRECEDENT WEALTH PARTNERS, LLC 2.25% of their portfolio HOUSTON, TX 108,561108.6k $11.2m $11.2m 2.25% Added +13.3k +13,283
56 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 105,709105.7k $10.8m $10.8m 0.07% Reduced -33.8k -33,824
57 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.76% of their portfolio LEAWOOD, KS 100,886100.9k $10.4m $10.4m 1.76% Added +5.3k +5,253
58 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 100,450100.5k $10.4m $10.4m 0.03% Added +867 +867
59 Capital Developers, LLC 9.16% of their portfolio Greenville, NC 98,34098.3k $10.2m $10.2m 9.16% Added +716 +716
60 Altus Wealth Group LLC 4.10% of their portfolio COLORADO SPRINGS, CO 96,87796.9k $10.0m $10.0m 4.10% Added +8.6k +8,610
61 LIBERTY SQUARE WEALTH PARTNERS LLC 2.66% of their portfolio BETHLEHEM, PA 92,17892.2k $9.5m $9.5m 2.66% Added +9.7k +9,664
62 THOROUGHBRED FINANCIAL SERVICES, LLC 0.56% of their portfolio BRENTWOOD, TN 90,27090.3k $9.3m $9.3m 0.56% Reduced -883 -883
63 HARBOUR INVESTMENTS, INC. 0.14% of their portfolio MADISON, WI 89,48289.5k $9.2m $9.2m 0.14% Added +14.9k +14,876
64 Concord Wealth Partners 1.19% of their portfolio ABINGDON, VA 88,73888.7k $9.2m $9.2m 1.19% Added +3.8k +3,821
65 Cornerstone Wealth Management, LLC 0.45% of their portfolio ST. PETERS, MO 87,46187.5k $9.0m $9.0m 0.45% Added +5.3k +5,301
66 Farther Finance Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 87,13787.1k $9.1m $9.1m 0.09% Reduced -52.7k -52,716
67 Concord Asset Management, LLC/VA 1.50% of their portfolio ABINGDON, VA 85,92085.9k $8.9m $8.9m 1.50% Added +3.9k +3,863
68 Wealth Enhancement Trust Services, Inc. 1.07% of their portfolio SIOUX FALLS, SD 85,29285.3k $8.8m $8.8m 1.07% Reduced -5.9k -5,906
69 Fifth Third Securities, Inc. 0.57% of their portfolio Cincinnati, OH 84,87084.9k $8.8m $8.8m 0.57% Reduced -96 -96
70 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 84,51084.5k $8.8m $8.8m 0.04% Added +35.9k +35,875
71 Modern Wealth Management, LLC 0.15% of their portfolio KANSAS CITY, MO 83,34083.3k $8.7m $8.7m 0.15% Reduced -3.5k -3,518
72 HighPoint Advisor Group LLC 0.34% of their portfolio DOWNERS GROVE, IL 78,91878.9k $8.2m $8.2m 0.34% Reduced -41.3k -41,313
73 NewEdge Wealth, LLC 0.09% of their portfolio STAMFORD, CT 76,89476.9k $7.9m $7.9m 0.09% Reduced -2.7k -2,676
74 Prota Financial, LLC 5.71% of their portfolio HOUSTON, TX 76,27676.3k $7.9m $7.9m 5.71% Added +60.8k +60,803
75 Mariner, LLC 0.01% of their portfolio Overland Park, KS 75,15475.2k $7.8m $7.8m 0.01% Added +46.6k +46,608
76 Clark Wealth Partners 5.17% of their portfolio O'FALLON, IL 74,49974.5k $7.7m $7.7m 5.17% Reduced -5.2k -5,245
77 KESTRA PRIVATE WEALTH SERVICES, LLC 0.09% of their portfolio AUSTIN, TX 74,44374.4k $7.7m $7.7m 0.09% Added +3.2k +3,159
78 DHJJ Financial Advisors, Ltd. 2.47% of their portfolio NAPERVILLE, IL 72,17372.2k $7.5m $7.5m 2.47% Added +1.7k +1,668
79 USAdvisors Wealth Management, LLC 2.40% of their portfolio EDEN PRAIRIE, MN 71,83071.8k $7.2m $7.2m 2.40% Added +914 +914
80 XY Planning Network, Inc. 1.19% of their portfolio BOZEMAN, MT 71,43971.4k $7.5m $7.5m 1.19% Added +13.0k +12,951
81 DENVER WEALTH MANAGEMENT, INC. 2.50% of their portfolio DENVER, CO 70,28970.3k $7.3m $7.3m 2.50% Added +3.3k +3,276
82 IHT Wealth Management, LLC 0.17% of their portfolio Chicago, IL 69,60369.6k $7.2m $7.2m 0.17% Reduced -2.4k -2,382
83 ATTICUS WEALTH MANAGEMENT, LLC 1.94% of their portfolio Palm Beach Gardens, FL 69,07969.1k $7.1m $7.1m 1.94% Reduced -3.4k -3,441
84 Investors Portfolio Services LLC 6.47% of their portfolio PUYALLUP, WA 67,46167.5k $7.0m $7.0m 6.47% Reduced -10.4k -10,421
85 Gotham Asset Management, LLC 0.02% of their portfolio NEW YORK, NY 67,01767.0k $6.9m $6.9m 0.02% Added +17.7k +17,710
86 Wealthcare Advisory Partners LLC 0.13% of their portfolio WEST CHESTER, PA 64,94864.9k $6.7m $6.7m 0.13% Added +1.9k +1,874
87 Berkeley, Inc 2.13% of their portfolio Boise, ID 61,36661.4k $6.3m $6.3m 2.13% Added +3.1k +3,063
88 MGO ONE SEVEN LLC 0.13% of their portfolio Beachwood, OH 60,97461.0k $6.3m $6.3m 0.13% Reduced -3.7k -3,737
89 Financial Management, Inc. 5.82% of their portfolio LITTLE ROCK, AR 59,97260.0k $6.2m $6.2m 5.82% Added +3.7k +3,690
90 Burns Matteson Capital Management, LLC 2.40% of their portfolio CORNING, NY 59,55459.6k $6.2m $6.2m 2.40% Reduced -2.5k -2,502
91 Lighthouse Wealth Management Inc. 4.16% of their portfolio ASHLAND, OH 59,17159.2k $6.1m $6.1m 4.16% Reduced -113 -113
92 Stratos Wealth Partners, LTD. 0.07% of their portfolio BEACHWOOD, OH 58,18258.2k $6.0m $6.0m 0.07% Reduced -7.1k -7,104
93 PRINCIPAL SECURITIES, INC. 0.09% of their portfolio DES MOINES, IA 58,10558.1k $6.0m $6.0m 0.09% Reduced -9.0k -8,953
94 American National Bank of Texas 5.71% of their portfolio RICHARDSON, TX 57,91757.9k $6.0m $6.0m 5.71% Added +1.5k +1,548
95 Principle Wealth Partners LLC 0.34% of their portfolio MADISON, CT 57,23857.2k $5.9m $5.9m 0.34% Reduced -1.8k -1,790
96 Spectrum Wealth Advisory Group, LLC 2.18% of their portfolio GRANITE BAY, CA 56,76156.8k $5.9m $5.9m 2.18% Reduced -1.4k -1,419
97 OLD NATIONAL BANCORP /IN/ 0.10% of their portfolio EVANSVILLE, IN 56,02756.0k $5.8m $5.8m 0.10% New
98 Journey Advisory Group, LLC 0.49% of their portfolio COVINGTON, KY 55,61855.6k $5.7m $5.7m 0.49% Added +6.3k +6,262
99 Mascagni Wealth Management, Inc. 4.07% of their portfolio CLINTON, MS 55,32755.3k $5.7m $5.7m 4.07% Added +4.6k +4,635
100 Forge Financial Services LLC 0.57% of their portfolio EDMOND, OK 54,01654.0k $5.6m $5.6m 0.57% Reduced -2.7k -2,668