Security record · archived quarter
XMHQ
Invesco S&P MidCap Quality ETF · Financial Services · Asset Management - Global
40Tracked holders
+1Δ holders
17.57MShares held
$1.80BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.6% ·
share flow +1.4% ·
net new positions +2.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | 0 | 16.44M | $1.85B | +2 | −3 |
| Q1 2026 | 44 | +3 | 17.39M | $1.80B | +7 | −4 |
| Q4 2025 | 40 | +1 | 17.57M | $1.80B | +2 | −1 |
| Q3 2025 | 5 | -1 | 2.24M | $235.52M | +1 | −2 |
| Q2 2025 | 4 | 0 | 98.72K | $9.70M | +1 | −1 |
| Q1 2025 | 3 | -2 | 101.61K | $9.30M | — | −2 |
| Q4 2024 | 5 | +1 | 113.64K | $11.19M | +1 | — |
| Q3 2024 | 4 | 0 | 103.64K | $10.63M | — | — |
| Q2 2024 | 4 | — | 99.66K | $9.67M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.62M | — | $473.40M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.41M | +11.7% | $247.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Cetera Investment Advisers | 1.31M | — | $133.87M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 1.19M | — | $121.98M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 1.17M | — | $119.65M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 966.04K | — | $98.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 959.33K | — | $98.25M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 812.48K | — | $83.21M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 643.46K | — | $65.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 563.13K | — | $57.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Focus Partners Wealth | 451.83K | — | $47.00M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 441.29K | — | $45.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 426.52K | — | $43.72M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 14 | Envestnet Asset Management Inc | 310.02K | — | $31.75M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 255.24K | — | $26.14M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 248.09K | — | $25.41M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Mml Investors Services, Llc | 185.45K | — | $18.99M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 180.74K | — | $18.51M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | Cwm, Llc | 133.26K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Tudor Investment Corp Et Al | 69.19K | — | $7.09M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 49.31K | +9.0% | $5.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 38.07K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 28.55K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 26.72K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Creative Planning | 24.78K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 11.32K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Brown Advisory Inc | 10.08K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 9.20K | +1.9% | $942,277 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fisher Asset Management ✦ | 7.51K | New | $769,641 | 0.0% | New | 1 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 7.19K | — | $736,195 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Mercer Global Advisors Inc /Adv | 4.39K | — | $450,003 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 3.38K | -75.3% | $346,301 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 33 | Goldman Sachs Group ✦ | 1.99K | New | $203,611 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 1.61K | — | $164,998 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Russell Investments Group, Ltd. | 463 | — | $47,462 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 302 | — | $30,977 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Assetmark, Inc | 142 | — | $14,551 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 99 | — | $10,140 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 41 | — | $4,199 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 15 | — | $1,575 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fisher Asset Management | $769,641 | 0.0% |
| Goldman Sachs Group | $203,611 | 0.0% |
Exited
| Two Sigma Investments | $1.63M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 420 holders, 32.25M shares, $3.24B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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