有価証券レコード · アーカイブ済み四半期
XMMO
Invesco S&P MidCap Momentum ETF · Financial Services · Asset Management - Global
51追跡対象保有者
+2Δ保有者数
17.26M保有株数
$2.50B報告済み評価額
+4新規ポジション
−2解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり +4.1% ·
株式フロー +14.7% ·
新規ネットポジション数 +3.9%
· 計算式
広範な積み上げ：より多くの保有者にわたる株数の増加
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q1 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 95.49K | $14.07M | n/a | −1 |
| Q2 2026 | 56 | +7 | 19.98M | $3.40B | +10 | −4 |
| Q1 2026 | 51 | +2 | 17.26M | $2.50B | +4 | −2 |
| Q4 2025 | 49 | +1 | 15.04M | $2.08B | +1 | n/a |
| Q3 2025 | 4 | -4 | 1.90M | $256.86M | n/a | −4 |
| Q2 2025 | 6 | +2 | 84.69K | $10.89M | +3 | −1 |
| Q1 2025 | 3 | -2 | 43.33K | $4.93M | +1 | −3 |
| Q4 2024 | 5 | 0 | 40.63K | $5.02M | +1 | −1 |
| Q3 2024 | 5 | +1 | 46.08K | $5.55M | +2 | −1 |
| Q2 2024 | 4 | n/a | 56.21K | $6.41M | n/a | n/a |
保有者情報 · Q1 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.70M | +6.5% | $536.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.00M | +8.3% | $289.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Cetera Investment Advisers | 1.37M | +9.2% | $198.31M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.18M | +11.7% | $171.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 1.17M | +25.6% | $169.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.12M | +33.9% | $162.56M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 1.06M | +184.3% | $154.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 785.64K | +13.4% | $113.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 760.22K | -0.1% | $110.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 745.10K | +25.5% | $108.11M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Jones Financial Companies Lllp | 560.43K | +34.0% | $80.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 372.93K | +45.9% | $54.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 13 | Commonwealth Equity Services, Llc | 362.48K | +13.2% | $52.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 355.95K | -1.6% | $51.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Mml Investors Services, Llc | 346.06K | -9.7% | $50.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 309.75K | +8.5% | $44.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 258.04K | +2.5% | $37.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 190.95K | -30.0% | $27.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citigroup Inc | 165.42K | +2.1% | $23.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 95.94K | -38.6% | $14.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 77.75K | +21.3% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Blair William & Co/Il | 42.64K | -7.9% | $6.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 40.00K | -63.6% | $5.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 19.13K | +150.6% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | Fidelity (FMR) ✦ | 16.34K | +10.8% | $2.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Fifth Third Bancorp | 16.27K | +984.9% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 16.02K | +207.9% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Goldman Sachs Group ✦ | 15.88K | 新規 | $2.30M | 0.0% | New | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 15.83K | -1.0% | $2.30M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 30 | Mariner, LLC | 13.07K | +19.9% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Rockefeller Capital Management L.P. | 12.69K | +110.5% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Brown Advisory Inc | 10.61K | 0.0% | $1.54M | 0.0% | Held | 2 | SEC ↗ |
| 33 | Cibc World Market Inc. | 7.25K | +3.8% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 6.45K | +7963.8% | $935,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Creative Planning | 5.28K | +57.4% | $765,401 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Renaissance Technologies ✦ | 5.20K | -14.8% | $754,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 3.98K | -50.0% | $577,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 3.70K | 新規 | $536,574 | 0.0% | New | 1 | SEC ↗ |
| 39 | Truist Financial Corp | 3.67K | -25.1% | $532,888 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 3.59K | -19.6% | $520,477 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 2.90K | -17.2% | $420,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northern Trust Corp | 2.42K | -17.3% | $351,239 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Pnc Financial Services Group, Inc. | 2.17K | -6.0% | $315,273 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 44 | Deutsche Bank Ag\ | 1.74K | +832.8% | $251,610 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | BlackRock ✦ (パッシブ) | 1.60K | 新規 | $232,032 | 0.0% | New | 1 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 1.42K | -7.1% | $206,471 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Bank Of Montreal /Can/ | 1.31K | 0.0% | $190,412 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 48 | Assetmark, Inc | 441 | +2.8% | $63,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 352 | +648.9% | $50,975 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 220 | 新規 | $32,457 | 0.0% | New | 1 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 138 | 0.0% | $20,018 | 0.0% | Held | 2 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Goldman Sachs Group | $2.30M | 0.0% |
| D. E. Shaw & Co. | $536,574 | 0.0% |
| BlackRock | $232,032 | 0.0% |
| TD Waterhouse Canada Inc. | $32,457 | 0.0% |
ポジション解消済み
| Qube Research & Technologies… | $1.84M | だった 0.0% |
| Susquehanna International… | $1.53M | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 420 保有者, 30.50M 株式数, $3.69B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。