Who Owns INV SP MDCP QUALITY ETF (XMHQ)? -- Institutional Holders (2026-06-30)

461 institutions reported holding $3.57B of INV SP MDCP QUALITY ETF (XMHQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($459.4M), MORGAN STANLEY ($277.0M), Cetera Investment Advisers ($157.5M), VANTAGEPOINT INVESTMENT ADVISERS LLC ($144.5M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($136.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$459.4M4.1MTrimmed
2MORGAN STANLEY$277.0M2.5MAdded
3Cetera Investment Advisers$157.5M1.4MTrimmed
4VANTAGEPOINT INVESTMENT ADVISERS LLC$144.5M1.3MHold
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$136.6M1.2MAdded
6JONES FINANCIAL COMPANIES LLLP$120.9M1.1MAdded
7AMERIPRISE FINANCIAL INC$120.3M1.1MTrimmed
8COMMONWEALTH EQUITY SERVICES, LLC$107.0M948,076Added
9RAYMOND JAMES FINANCIAL INC$92.8M821,987Trimmed
10BANK OF AMERICA CORP /DE/$72.4M641,349Trimmed
11WELLS FARGO & COMPANY/MN$66.4M588,075Trimmed
12Waverly Advisors, LLC$53.0M469,902Added
13OSAIC HOLDINGS, INC.$48.7M431,036Added
14Focus Partners Wealth$47.4M420,269Trimmed
15STRAIGHTLINE GROUP LLC$41.8M370,591Added
16NewEdge Advisors, LLC$41.2M364,659Added
17Focus Financial Network, Inc.$39.4M348,740Added
18EQUITABLE TRUST CO$38.2M338,550Added
19Cambridge Investment Research Advisors, Inc.$36.7M324,892Trimmed
20UMB BANK N A/MO$36.3M321,520Added
21Crestwood Advisors Group, LLC$34.1M302,466Added
22Royal Bank of Canada$31.9M282,592Added
23Atlantic Union Bankshares Corp$30.0M266,013Added
24SNS Financial Group, LLC$28.9M255,789New
25HighTower Advisors, LLC$27.7M245,023Trimmed

Source: SEC Form 13F filings · as of 2026-06-30