Vault-13

INVESCO EXCHANGE TRADED FD T XMHQ

S&P MDCP QUALITY · ETP · CUSIP 46137V472

431 institutional holders +3 vs Q1 2026
31,996,46332.0m shares reported held*
$3.6bnreported value*
30 new 168 added 164 reduced 26 sold out net bought ≈ $48.2m (+427.0k 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 ($495.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $112.77. Options: 1 managers hold calls ($982.1k notional), 0 hold puts (—).

Trends to Q2 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: 428Q2 26: 431431Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026431

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 252 bought or addedQ3 24: 90 cut or sold outQ4 24: 249 bought or addedQ4 24: 112 cut or sold outQ4 24Q1 25: 210 bought or addedQ1 25: 202 cut or sold outQ2 25: 180 bought or addedQ2 25: 211 cut or sold outQ2 25Q3 25: 193 bought or addedQ3 25: 178 cut or sold outQ4 25: 198 bought or addedQ4 25: 178 cut or sold outQ4 25Q1 26: 194 bought or addedQ1 26: 199 cut or sold outQ2 26: 198 bought or addedQ2 26: 190 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202425290
Q4 2024249112
Q1 2025210202
Q2 2025180211
Q3 2025193178
Q4 2025198178
Q1 2026194199
Q2 2026198190

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 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 0.00Q2 26 calls: $982.1kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$944.6k$00.00
Q4 2025$1.2m$00.00
Q1 2026$909.7k$00.00
Q2 2026$982.1k$00.00

Biggest buyers

Waverly Advisors, LLC Added +442,140+442.1k
Cambridge Investment Research Advisors, Inc. Added +321,971+322.0k
Bluespring Wealth Management, LLC New +255,789+255.8k
JONES FINANCIAL COMPANIES LLLP Added +106,587+106.6k
Integrated Wealth Concepts LLC Added +96,613+96.6k
MARSHALL INVESTMENT MANAGEMENT, LLC New +95,805+95.8k
Oasis Advisors, LLC New +87,887+87.9k
OSAIC HOLDINGS, INC. Added +59,162+59.2k
Thrivent Financial for Lutherans New +51,114+51.1k
Trivium Point Advisory, LLC Added +50,157+50.2k

Biggest sellers

LPL Financial LLC Reduced -371,608-371.6k
LeClair Wealth Partners LLC Sold out -194,843-194.8k
Independent Advisor Alliance Reduced -170,478-170.5k
WELLS FARGO & COMPANY/MN Reduced -129,297-129.3k
AMERIPRISE FINANCIAL INC Reduced -105,572-105.6k
RAYMOND JAMES FINANCIAL INC Reduced -73,337-73.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -60,555-60.6k
PRECEDENT WEALTH PARTNERS, LLC Reduced -56,077-56.1k
OLD NATIONAL BANCORP /IN/ Sold out -56,027-56.0k
PRINCIPAL SECURITIES, INC. Reduced -39,244-39.2k

Biggest calls

CITADEL ADVISORS LLC Reduced $982.1k8.7k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 4,069,7234.1m $459.4m $459.4m 0.10% Reduced -371.6k -371,608
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,453,7542.5m $277.0m $277.0m 0.01% Added +37.3k +37,330
3 Cetera Investment Advisers 0.14% of their portfolio SCHAUMBURG, IL 1,395,2851.4m $157.5m $157.5m 0.14% Reduced -7.2k -7,198
4 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.08% of their portfolio WASHINGTON, DC 1,280,5451.3m $144.5m $144.5m 1.08% Unchanged
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,209,7231.2m $136.6m $136.6m 0.07% Added +7.5k +7,521
6 JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio DES PERES, MO 1,083,5431.1m $120.9m $120.9m 0.05% Added +106.6k +106,587
7 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,065,7551.1m $120.3m $120.3m 0.02% Reduced -105.6k -105,572
8 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 948,076948.1k $107.0m $107.0m 0.13% Added +3.0k +2,998
9 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 821,987822.0k $92.8m $92.8m 0.03% Reduced -73.3k -73,337
10 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 649,713649.7k $73.3m $73.3m 0.08% Added +322.0k +321,971
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 641,349641.3k $72.4m $72.4m 0.00% Reduced -15.7k -15,677
12 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 588,075588.1k $66.4m $66.4m 0.01% Reduced -129.3k -129,297
13 Waverly Advisors, LLC 0.31% of their portfolio BIRMINGHAM, AL 469,902469.9k $53.0m $53.0m 0.31% Added +442.1k +442,140
14 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 431,036431.0k $48.7m $48.7m 0.06% Added +59.2k +59,162
15 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 420,269420.3k $47.4m $47.4m 0.05% Reduced -20.7k -20,709
16 STRAIGHTLINE GROUP LLC 19.72% of their portfolio TROY, MI 370,591370.6k $41.8m $41.8m 19.72% Added +6.6k +6,632
17 NewEdge Advisors, LLC 0.12% of their portfolio NEW ORLEANS, LA 364,659364.7k $41.2m $41.2m 0.12% Added +31.0k +30,976
18 Focus Financial Network, Inc. 1.22% of their portfolio MINNEAPOLIS, MN 348,740348.7k $39.4m $39.4m 1.22% Added +5.6k +5,637
19 EQUITABLE TRUST CO 1.59% of their portfolio NASHVILLE, TN 338,550338.6k $38.2m $38.2m 1.59% Added +6.2k +6,172
20 UMB Bank, n.a. 0.46% of their portfolio Kansas City, MO 321,520321.5k $36.3m $36.3m 0.46% Added +5.0k +4,969
21 Crestwood Advisors Group, LLC 0.51% of their portfolio BOSTON, MA 302,466302.5k $34.1m $34.1m 0.51% Added +6.5k +6,453
22 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 282,592282.6k $31.9m $31.9m 0.01% Added +40.8k +40,800
23 Atlantic Union Bankshares Corp 0.50% of their portfolio GLEN ALLEN, VA 266,013266.0k $30.0m $30.0m 0.50% Added +6.2k +6,250
24 Bluespring Wealth Management, LLC 0.56% of their portfolio AUSTIN, TX 255,789255.8k $28.9m $28.9m 0.56% New
25 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 245,023245.0k $27.7m $27.7m 0.03% Reduced -1.6k -1,584
26 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 219,845219.8k $24.8m $24.8m 0.11% Reduced -26.7k -26,730
27 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 211,860211.9k $23.9m $23.9m 0.01% Reduced -60.6k -60,555
28 Trilogy Capital Inc. 0.91% of their portfolio IRVINE, CA 207,094207.1k $23.4m $23.4m 0.91% Added +210 +210
29 Blue Water Asset Management 7.23% of their portfolio GRAND RAPIDS, MI 198,483198.5k $22.4m $22.4m 7.23% Added +3.6k +3,640
30 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 191,531191.5k $21.6m $21.6m 0.07% Reduced -240 -240
31 TRUST CO OF TOLEDO NA /OH/ 1.77% of their portfolio HOLLAND, OH 188,122188.1k $21.2m $21.2m 1.77% Added +7.4k +7,393
32 SAX WEALTH ADVISORS, LLC 0.78% of their portfolio PARSIPPANY, NJ 186,619186.6k $19.3m $19.3m 0.78% Reduced -3.6k -3,613
33 KPP Advisory Services LLC 2.64% of their portfolio Louisville, KY 184,344184.3k $20.8m $20.8m 2.64% Added +989 +989
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 177,006177.0k $20.0m $20.0m 0.00% Reduced -2.6k -2,625
35 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2.29% of their portfolio PITTSBURGH, PA 176,086176.1k $19.9m $19.9m 2.29% Added +6.1k +6,108
36 Wealthspire Retirement, LLC 1.00% of their portfolio ALISO VIEJO, CA 161,859161.9k $18.3m $18.3m 1.00% Added +12.3k +12,274
37 Gerber Kawasaki Wealth & Investment Management 0.49% of their portfolio SANTA MONICA, CA 161,101161.1k $18.2m $18.2m 0.49% Added +8.6k +8,558
38 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 159,000159.0k $17.9m $17.9m 0.01% Reduced -25 -25
39 WCG Wealth Advisors LLC 0.40% of their portfolio LAS VEGAS, NV 149,538149.5k $16.9m $16.9m 0.40% Added +5.1k +5,054
40 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 2.49% of their portfolio LEAWOOD, KS 148,069148.1k $16.7m $16.7m 2.49% Added +47.2k +47,183
41 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 146,705146.7k $16.6m $16.6m 0.03% Added +23.7k +23,664
42 Bleakley Financial Group, LLC 0.20% of their portfolio PARSIPPANY, NJ 140,808140.8k $15.9m $15.9m 0.20% Added +3.7k +3,663
43 Everest Financial Group LLC 2.01% of their portfolio MINNEAPOLIS, MN 131,701131.7k $14.9m $14.9m 2.01% Reduced -24.5k -24,468
44 Traction Financial Partners, LLC 7.85% of their portfolio LITTLETON, CO 130,921130.9k $14.8m $14.8m 7.85% Added +5.1k +5,099
45 NBZ Investment Advisors LLC 5.71% of their portfolio KNOXVILLE, TN 129,534129.5k $14.6m $14.6m 5.71% Reduced -1.4k -1,395
46 Clearview Wealth Management LLC 9.30% of their portfolio IRVINE, CA 128,187128.2k $14.5m $14.5m 9.30% Reduced -504 -504
47 PCG Wealth Advisors, LLC 3.19% of their portfolio OVERLAND PARK, KS 126,842126.8k $14.3m $14.3m 3.19% Reduced -14.1k -14,082
48 Sowell Financial Services LLC 0.46% of their portfolio NORTH LITTLE ROCK, AR 125,775125.8k $14.2m $14.2m 0.46% Added +2.2k +2,224
49 Madrona Financial Services, LLC 2.58% of their portfolio EVERETT, WA 123,961124.0k $14.0m $14.0m 2.58% Reduced -3.2k -3,197
50 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 118,745118.7k $13.5m $13.5m 0.06% Added +34.2k +34,235
51 Merit Financial Group, LLC 0.08% of their portfolio ALPHARETTA, GA 114,881114.9k $13.0m $13.0m 0.08% Added +2.7k +2,695
52 WESCAP Management Group, Inc. 2.34% of their portfolio Glendale, CA 110,864110.9k $12.5m $12.5m 2.34% Added +2.0k +1,985
53 LIBERTY SQUARE WEALTH PARTNERS LLC 2.71% of their portfolio BETHLEHEM, PA 100,810100.8k $11.4m $11.4m 2.71% Added +8.6k +8,632
54 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 100,162100.2k $11.3m $11.3m 0.06% Added +96.6k +96,613
55 Altus Wealth Group LLC 4.07% of their portfolio COLORADO SPRINGS, CO 99,81999.8k $11.3m $11.3m 4.07% Added +2.9k +2,942
56 MARSHALL INVESTMENT MANAGEMENT, LLC 4.49% of their portfolio LITTLETON, CO 95,80595.8k $10.8m $10.8m 4.49% New
57 Cornerstone Wealth Management, LLC 0.45% of their portfolio ST. PETERS, MO 93,07793.1k $10.5m $10.5m 0.45% Added +5.6k +5,616
58 Concord Wealth Partners 1.20% of their portfolio ABINGDON, VA 92,70492.7k $10.5m $10.5m 1.20% Added +4.0k +3,966
59 XY Planning Network, Inc. 1.30% of their portfolio BOZEMAN, MT 91,44991.4k $10.3m $10.3m 1.30% Added +20.0k +20,010
60 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 91,23691.2k $10.3m $10.3m 0.06% Reduced -14.5k -14,473
61 HARBOUR INVESTMENTS, INC. 0.14% of their portfolio MADISON, WI 91,19491.2k $10.3m $10.3m 0.14% Added +1.7k +1,712
62 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 90,93090.9k $10.3m $10.3m 0.02% Reduced -9.5k -9,520
63 THOROUGHBRED FINANCIAL SERVICES, LLC 0.48% of their portfolio BRENTWOOD, TN 89,53389.5k $10.1m $10.1m 0.48% Reduced -737 -737
64 Corecam Pte. Ltd. 3.79% of their portfolio SINGAPORE, U0 88,72088.7k $10.0m $10.0m 3.79% Reduced -20.2k -20,200
65 Oasis Advisors, LLC 6.44% of their portfolio FOREST CITY, IA 87,88787.9k $9.9m $9.9m 6.44% New
66 Concord Asset Management, LLC/VA 1.53% of their portfolio ABINGDON, VA 87,75287.8k $9.9m $9.9m 1.53% Added +1.8k +1,832
67 Fifth Third Securities, Inc. 0.56% of their portfolio Cincinnati, OH 86,61986.6k $9.8m $9.8m 0.56% Added +1.7k +1,749
68 Investors Portfolio Services LLC 6.88% of their portfolio PUYALLUP, WA 79,87979.9k $9.0m $9.0m 6.88% Added +12.4k +12,418
69 Gotham Asset Management, LLC 0.02% of their portfolio NEW YORK, NY 79,48679.5k $9.0m $9.0m 0.02% Added +12.5k +12,469
70 HighPoint Advisor Group LLC 0.32% of their portfolio DOWNERS GROVE, IL 79,23879.2k $8.9m $8.9m 0.32% Added +320 +320
71 Mariner, LLC 0.01% of their portfolio Overland Park, KS 76,51176.5k $8.6m $8.6m 0.01% Added +1.4k +1,357
72 Trivium Point Advisory, LLC 0.78% of their portfolio WILTON, CT 76,23876.2k $8.6m $8.6m 0.78% Added +50.2k +50,157
73 KESTRA PRIVATE WEALTH SERVICES, LLC 0.09% of their portfolio AUSTIN, TX 75,92075.9k $8.6m $8.6m 0.09% Added +1.5k +1,477
74 DENVER WEALTH MANAGEMENT, INC. 2.44% of their portfolio DENVER, CO 75,62875.6k $8.5m $8.5m 2.44% Added +5.3k +5,339
75 DHJJ Financial Advisors, Ltd. 2.42% of their portfolio NAPERVILLE, IL 74,37674.4k $8.4m $8.4m 2.42% Added +2.2k +2,203
76 Wealth Enhancement Trust Services, Inc. 0.91% of their portfolio SIOUX FALLS, SD 72,81872.8k $8.2m $8.2m 0.91% Reduced -12.5k -12,474
77 NewEdge Wealth, LLC 0.08% of their portfolio STAMFORD, CT 72,22472.2k $8.2m $8.2m 0.08% Reduced -4.7k -4,670
78 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 70,70170.7k $8.0m $8.0m 0.06% Reduced -16.4k -16,436
79 ATTICUS WEALTH MANAGEMENT, LLC 1.89% of their portfolio Palm Beach Gardens, FL 70,47370.5k $8.0m $8.0m 1.89% Added +1.4k +1,394
80 USAdvisors Wealth Management, LLC 2.24% of their portfolio EDEN PRAIRIE, MN 69,21169.2k $7.8m $7.8m 2.24% Reduced -2.6k -2,619
81 IHT Wealth Management, LLC 0.17% of their portfolio Chicago, IL 68,58668.6k $7.7m $7.7m 0.17% Reduced -1.0k -1,017
82 Clark Wealth Partners 4.25% of their portfolio O'FALLON, IL 66,61466.6k $7.5m $7.5m 4.25% Reduced -7.9k -7,885
83 Berkeley, Inc 2.19% of their portfolio Boise, ID 61,77161.8k $7.0m $7.0m 2.19% Added +405 +405
84 Lighthouse Wealth Management Inc. 4.32% of their portfolio ASHLAND, OH 61,69661.7k $7.0m $7.0m 4.32% Added +2.5k +2,525
85 Financial Management, Inc. 5.63% of their portfolio LITTLE ROCK, AR 60,82760.8k $6.9m $6.9m 5.63% Added +855 +855
86 Stratos Wealth Partners, LTD. 0.07% of their portfolio BEACHWOOD, OH 60,45060.5k $6.8m $6.8m 0.07% Added +2.3k +2,268
87 Burns Matteson Capital Management, LLC 2.13% of their portfolio CORNING, NY 59,52259.5k $6.7m $6.7m 2.13% Reduced -32 -32
88 Journey Advisory Group, LLC 0.51% of their portfolio COVINGTON, KY 58,77858.8k $6.6m $6.6m 0.51% Added +3.2k +3,160
89 American National Bank of Texas 5.91% of their portfolio RICHARDSON, TX 57,40357.4k $6.5m $6.5m 5.91% Reduced -514 -514
90 Modern Wealth Management, LLC 0.08% of their portfolio KANSAS CITY, MO 56,58056.6k $6.4m $6.4m 0.08% Reduced -26.8k -26,760
91 Spectrum Wealth Advisory Group, LLC 1.80% of their portfolio GRANITE BAY, CA 56,10856.1k $6.3m $6.3m 1.80% Reduced -653 -653
92 Principle Wealth Partners LLC 0.31% of their portfolio MADISON, CT 56,07556.1k $6.3m $6.3m 0.31% Reduced -1.2k -1,163
93 MGO ONE SEVEN LLC 0.10% of their portfolio Beachwood, OH 55,67055.7k $6.3m $6.3m 0.10% Reduced -5.3k -5,304
94 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 55,44055.4k $6.3m $6.3m 0.01% Added +14.8k +14,838
95 INDEPENDENT FINANCIAL GROUP, LLC 0.12% of their portfolio SAN DIEGO, CA 55,14255.1k $6.2m $6.2m 0.12% Added +35.1k +35,059
96 PFG Advisors 0.31% of their portfolio Phoenix, AZ 54,36854.4k $6.1m $6.1m 0.31% Added +3.1k +3,114
97 Mascagni Wealth Management, Inc. 3.80% of their portfolio CLINTON, MS 54,16954.2k $6.1m $6.1m 3.80% Reduced -1.2k -1,158
98 Perennial Investment Advisors, LLC 0.41% of their portfolio Los Angeles, CA 54,06054.1k $6.1m $6.1m 0.41% Added +1.2k +1,169
99 Aspen Wealth Strategies, LLC 2.92% of their portfolio ARVADA, CO 53,41753.4k $6.0m $6.0m 2.92% Added +1.4k +1,374
100 Forge Financial Services LLC 0.52% of their portfolio EDMOND, OK 53,09153.1k $6.0m $6.0m 0.52% Reduced -925 -925