13F Insight
DOSSIER · 13F Holders · Q2 2026
XMVM

INVESCO EXCHANGE TRADED FD T

98 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V456·98 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$241M
visible holders
Holders
98
filers reporting
Concentration
18.39%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

98 institutions reported XMVM in Q2 2026. LPL Financial LLC leads at 18.4% 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
$44M625K0.01%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$37M566K0.00%Q1 202603
Avior Wealth Management, LLC
CIK 0001599868
$29M410K0.76%Q2 202604
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$18M282K0.23%Q1 202605
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849
$16M231K2.74%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M239K0.00%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M194K0.00%Q1 202608
MORGAN STANLEY
CIK 0000895421
$12M187K0.00%Q1 202609
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$11M161K0.01%Q1 202610
Anfield Capital Management, LLC
CIK 0001602020
$8M117K2.10%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$5M76K0.00%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$5M73K0.01%Q1 202613
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$5M64K0.09%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M63K0.01%Q1 202615
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$4M56K0.01%Q1 202616
CITIGROUP INC
CIK 0000831001
$4M50K0.00%Q2 202617
Equitable Holdings, Inc.
CIK 0001333986
$3M47K0.02%Q1 202618
Sovran Advisors, LLC
CIK 0002051471
$3M40K0.22%Q2 202619
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$3M46K0.01%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M45K0.00%Q1 2026
Page 1 of 5
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