Who Owns Invesco S&P Mid Cap Momentum ETF (XMMO)? -- Institutional Holders (2026-03-31)

454 institutions reported holding $3.78B of Invesco S&P Mid Cap Momentum ETF (XMMO) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($536.5M), MORGAN STANLEY ($289.8M), Cetera Investment Advisers ($198.3M), WELLS FARGO & COMPANY/MN ($171.5M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($169.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$536.5M3.7MAdded
2MORGAN STANLEY$289.8M2.0MAdded
3Cetera Investment Advisers$198.3M1.4MAdded
4WELLS FARGO & COMPANY/MN$171.5M1.2MAdded
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$169.0M1.2MAdded
6RAYMOND JAMES FINANCIAL INC$162.6M1.1MAdded
7ENVESTNET ASSET MANAGEMENT INC$154.0M1.1MAdded
8VANTAGEPOINT INVESTMENT ADVISERS LLC$137.0M944,456Trimmed
9BANK OF AMERICA CORP /DE/$113.9M785,643Added
10AMERIPRISE FINANCIAL INC$110.3M760,223Trimmed
11OSAIC HOLDINGS, INC.$108.1M745,103Added
12JONES FINANCIAL COMPANIES LLLP$80.3M560,428Added
13Royal Bank of Canada$54.1M372,930Added
14COMMONWEALTH EQUITY SERVICES, LLC$52.6M362,476Added
15STIFEL FINANCIAL CORP$51.6M355,954Trimmed
16MML INVESTORS SERVICES, LLC$50.2M346,064Trimmed
17GREAT VALLEY ADVISOR GROUP, INC.$49.8M343,675Trimmed
18AFFINITY WEALTH MANAGEMENT LLC$46.8M322,634Added
19UBS Group AG$44.9M309,745Added
20Cambridge Investment Research Advisors, Inc.$43.6M300,740Added
21HighTower Advisors, LLC$37.4M258,043Added
22Clark Capital Management Group, Inc.$31.5M217,335New
23Oasis Advisors, LLC$27.9M4.7MAdded
24CWM, LLC$27.7M190,951Trimmed
25Advance Capital Management, Inc.$27.2M187,256Trimmed

Source: SEC Form 13F filings · as of 2026-03-31