DOSSIER · 13F Holders · Q1 2026
XMVM

INVESCO EXCHANGE TRADED FD T

93 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V456·93 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$237M
visible holders
Holders
93
filers reporting
Concentration
16.78%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

93 institutions reported XMVM in Q1 2026. LPL Financial LLC leads at 16.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$40M612K0.01%Q1 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$37M566K0.00%Q1 2026
03
Avior Wealth Management, LLC
CIK 0001599868
$29M410K0.76%Q2 2026
04
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$18M282K0.23%Q1 2026
05
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849
$16M231K2.74%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M239K0.00%Q1 2026
07
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M194K0.00%Q1 2026
08
MORGAN STANLEY
CIK 0000895421
$12M187K0.00%Q1 2026
09
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$11M161K0.01%Q1 2026
10
Anfield Capital Management, LLC
CIK 0001602020
$8M117K2.10%Q1 2026
11
ROYAL BANK OF CANADA
CIK 0001000275
$5M76K0.00%Q1 2026
12
Cetera Investment Advisers
CIK 0001666741
$5M73K0.01%Q1 2026
13
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M70K0.01%Q1 2026
14
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$5M64K0.09%Q2 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M63K0.01%Q1 2026
16
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$4M56K0.01%Q1 2026
17
Equitable Holdings, Inc.
CIK 0001333986
$3M47K0.02%Q1 2026
18
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$3M46K0.01%Q1 2026
19
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M45K0.00%Q1 2026
20
CITIGROUP INC
CIK 0000831001
$3M44K0.00%Q1 2026
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