INVESCO S&P SMALLCAP MOMENTU XSMO
$90.45
-1.5% 52w: $65.66 – $93.63
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data65.6679.6493.63
Jun 20, 2025 Jul 2, 2026
Institutional holders
294
+16 QoQ
13F value
$1.63B
+6.7% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$228K calls / — puts
Institutional value by quarter
Number of holders
Who owns XSMO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 2.3M | $171.9M | 0.0% | +4.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.9M | $142.9M | 0.2% | +8.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.7M | $130.5M | 0.0% | +5.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $85.3M | 0.0% | -8.9% |
| MORGAN STANLEY | Bank broker | 906.2K | $68.9M | 0.0% | -3.9% |
| Cetera Investment Advisers | Wealth advisor | 870.1K | $66.1M | 0.1% | +7.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 840.3K | $63.9M | 0.0% | +0.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 609.6K | $46.3M | 0.0% | +4.8% |
| Gratus Wealth Advisors, LLC | Wealth advisor | 520.3K | $39.5M | 5.7% | +6.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 474.7K | $36.1M | 0.0% | +17.0% |
| CWM, LLC | Wealth advisor | 438.4K | $33.3M | 0.1% | +6.0% |
| Apollon Wealth Management, LLC | Diversified mechanical | 389.3K | $29.6M | 0.5% | +1.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 389.0K | $29.2M | 0.0% | +32.2% |
| River Wealth Advisors LLC | Other | 314.2K | $23.9M | 2.7% | -11.9% |
| HighTower Advisors, LLC | Diversified mechanical | 278.5K | $21.2M | 0.0% | +24.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 271.3K | $20.6M | 0.1% | +46.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 255.8K | $19.4M | 0.0% | +0.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 243.8K | $18.5M | 0.0% | +3.2% |
| Focus Financial Network, Inc. | Wealth advisor | 222.0K | $16.9M | 0.6% | +5.6% |
| Mariner, LLC | Diversified mechanical | 221.4K | $16.8M | 0.0% | +16.1% |
| Modern Wealth Management, LLC | Wealth advisor | 217.2K | $16.7M | 0.3% | -3.5% |
| Armbruster Capital Management, Inc. | Wealth advisor | 202.5K | $15.4M | 2.5% | +1.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 187.7K | $14.3M | 0.0% | +19.3% |
| Clark Wealth Partners | Wealth advisor | 187.6K | $14.3M | 9.6% | -15.0% |
| NBZ Investment Advisors LLC | Wealth advisor | 184.3K | $14.0M | 6.1% | +5.6% |
| Sound Income Strategies, LLC | Diversified mechanical | 152.4K | $11.7M | 0.6% | +19.4% |
| Financial Partners Group, Inc | Wealth advisor | 149.2K | $11.3M | 1.4% | New |
| Meridian Wealth Management, LLC | Other | 147.3K | $11.2M | 0.4% | -10.2% |
| ROYAL BANK OF CANADA | Bank broker | 143.9K | $10.9M | 0.0% | +33.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 130.0K | $10.1M | 0.0% | -70.1% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 128.8K | $9.8M | 0.1% | -11.7% |
| VestGen Advisors, LLC | Wealth advisor | 112.5K | $9.7M | 0.3% | -0.1% |
| Seros Financial, LLC | Wealth advisor | 125.3K | $9.5M | 6.1% | +60.3% |
| RFG Advisory, LLC | Wealth advisor | 123.1K | $9.4M | 0.2% | +32.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 120.5K | $9.2M | 0.1% | -14.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 113.0K | $8.6M | 0.2% | +3.9% |
| Integrated Capital Management, LLC | Wealth advisor | 110.7K | $8.4M | 3.5% | +4.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 105.4K | $8.0M | 0.0% | -30.3% |
| USAdvisors Wealth Management, LLC | Wealth advisor | 108.1K | $7.9M | 2.6% | +3.1% |
| Family Investment Center, Inc. | Wealth advisor | 104.2K | $7.9M | 1.5% | New |
| Kingsview Wealth Management, LLC | Wealth advisor | 102.2K | $7.8M | 0.1% | -4.2% |
| Provident Wealth Management, LLC | Wealth advisor | 101.8K | $7.7M | 2.3% | -1.3% |
| Cooper Financial Group | Wealth advisor | 99.4K | $7.6M | 0.8% | +0.5% |
| Anderson Financial Strategies, LLC | Wealth advisor | 82.6K | $7.3M | 4.0% | -3.3% |
| Private Advisor Group, LLC | Wealth advisor | 95.9K | $7.3M | 0.0% | -4.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 95.6K | $7.3M | 0.0% | +5.1% |
| Arkadios Wealth Advisors | Wealth advisor | 94.5K | $7.2M | 0.1% | 0.0% |
| Snowden Capital Advisors LLC | Diversified mechanical | 92.6K | $7.0M | 0.2% | +1.8% |
| EPG Wealth Management LLC | Other | 88.9K | $6.8M | 1.8% | +0.3% |
| Independent Advisor Alliance | Wealth advisor | 87.5K | $6.7M | 0.1% | +786.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.