Who Owns Invesco S&P Mid Cap Momentum ETF (XMMO)? -- Institutional Holders (2026-06-30)

244 institutions reported holding $1.24B of Invesco S&P Mid Cap Momentum ETF (XMMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($220.5M), Cambridge Investment Research Advisors, Inc. ($148.3M), COMMONWEALTH EQUITY SERVICES, LLC ($62.6M), AFFINITY WEALTH MANAGEMENT LLC ($54.5M), Private Advisor Group, LLC ($45.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$220.5M1.3MAdded
2Cambridge Investment Research Advisors, Inc.$148.3M871,576Added
3COMMONWEALTH EQUITY SERVICES, LLC$62.6M368,061Added
4AFFINITY WEALTH MANAGEMENT LLC$54.5M320,484Trimmed
5Private Advisor Group, LLC$45.3M266,130Added
6CITIGROUP INC$29.2M171,794Added
7Davidson Capital Management Inc.$23.5M138,042Trimmed
8PRINCIPAL SECURITIES, INC.$23.2M136,140Added
9Focus Financial Network, Inc.$21.3M125,386Added
10Kestra Advisory Services, LLC$18.1M106,501Added
11Fifth Third Securities, Inc.$17.2M101,244Added
12Financial Partners Group, Inc$17.2M100,867Trimmed
13MANCHESTER FINANCIAL INC$16.4M96,580Added
14Family Investment Center, Inc.$15.8M93,073Trimmed
15Sound Income Strategies, LLC$15.8M92,630Added
16Insight Wealth Strategies, LLC$15.5M93,115Added
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.4M95,520Trimmed
18Oasis Advisors, LLC$14.4M84,481Trimmed
19J.W. COLE ADVISORS, INC.$13.7M80,247Added
20WIN ADVISORS, INC$13.0M76,701New
21FLAGSHIP WEALTH ADVISORS, LLC$12.1M71,307Added
22TD PRIVATE CLIENT WEALTH LLC$11.3M66,383Added
23ProVise Management Group, LLC$10.5M61,437Added
24Atlas Legacy Advisors, LLC$10.1M59,242Added
25AXXCESS WEALTH MANAGEMENT, LLC$9.1M53,723New

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