Institutional Ownership Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO). We have compiled data on the 266 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,104,573
shares
|
$149 Million
0.05% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,697,446
shares
|
$120 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,617,479
shares
|
$115 Million
0.04% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,327,495
shares
|
$94.2 Million
0.03% of portfolio
|
Q3 2025
Added 28.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
789,701
shares
|
$56 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
762,012
shares
|
$54 Million
0.0% of portfolio
|
Q3 2025
Added 45.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
589,000
shares
|
$41.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 53.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
507,360
shares
|
$36 Million
0.03% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
486,777
shares
|
$34.5 Million
5.04% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
443,833
shares
|
$31.5 Million
0.0% of portfolio
|
Q3 2025
Added 68.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
442,129
shares
|
$31.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
378,716
shares
|
$26.9 Million
0.53% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
341,559
shares
|
$24.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
336,990
shares
|
$23.9 Million
3.02% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
265,122
shares
|
$18.8 Million
0.05% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
243,663
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2025
Added 58.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
235,260
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2024
Added 179.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
224,829
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
222,434
shares
|
$15.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
212,207
shares
|
$15.1 Million
0.04% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
210,370
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2025
Added 31.59%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
209,106
shares
|
$14.8 Million
0.55% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
196,330
shares
|
$13.9 Million
2.48% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
162,052
shares
|
$11.5 Million
6.22% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
136,635
shares
|
$9.69 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.47%
|
|