有価証券レコード · アーカイブ済み四半期
XSMO
Invesco S&P SmallCap Momentum ETF · Financial Services · Asset Management - Global
47追跡対象保有者
+2Δ保有者数
13.15M保有株数
$947.98M報告済み評価額
+3新規ポジション
−1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 +4.4% ·
株式フロー +1.5% ·
新規ネットポジション数 +4.3%
· 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 Q4 2025
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 | 1 | 0 | 113.44K | $9.22M | n/a | −1 |
| Q2 2026 | 46 | +2 | 14.41M | $1.35B | +4 | −3 |
| Q1 2026 | 46 | -1 | 13.23M | $1.01B | +4 | −5 |
| Q4 2025 | 47 | +2 | 13.15M | $947.98M | +3 | −1 |
| Q3 2025 | 5 | -1 | 777.16K | $57.18M | n/a | −1 |
| Q2 2025 | 4 | 0 | 19.33K | $1.31M | +2 | −2 |
| Q1 2025 | 3 | 0 | 79.44K | $4.98M | +2 | −2 |
| Q4 2024 | 3 | -1 | 16.09K | $1.06M | +1 | −2 |
| Q3 2024 | 4 | +3 | 32.78K | $2.17M | +3 | n/a |
| Q2 2024 | 1 | n/a | 12.70K | $762,635 | n/a | n/a |
保有者情報 · Q4 2025
| # | 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 | 2.17M | n/a | $156.37M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.73M | n/a | $124.64M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 3 | Envestnet Asset Management Inc | 1.63M | n/a | $117.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.23M | n/a | $88.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 942.70K | +23.7% | $67.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Wells Fargo & Company/Mn | 835.23K | n/a | $60.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 810.57K | n/a | $58.37M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 581.64K | n/a | $41.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 435.33K | n/a | $32.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 413.53K | n/a | $29.78M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 405.74K | n/a | $29.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 294.25K | n/a | $21.19M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 261.00K | n/a | $18.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 255.06K | n/a | $18.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 223.17K | n/a | $16.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 190.75K | n/a | $13.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 157.35K | n/a | $11.33M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 151.19K | n/a | $10.89M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 108.02K | n/a | $7.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Truist Financial Corp | 90.90K | n/a | $6.55M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 55.43K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 30.54K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Susquehanna International Group, Llp | 24.96K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 22.42K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 12.21K | n/a | $879,238 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 10.83K | 新規 | $779,940 | 0.0% | New | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 9.64K | n/a | $694,090 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 7.34K | n/a | $528,770 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 6.23K | n/a | $448,334 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 5.62K | n/a | $405,092 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | AQR Capital Management ✦ | 5.56K | -2.8% | $400,177 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Hrt Financial Lp | 5.19K | n/a | $373,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.41K | +27.1% | $317,329 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 4.25K | n/a | $306,403 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Brown Advisory Inc | 4.01K | n/a | $288,616 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 3.88K | n/a | $279,066 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 3.08K | n/a | $221,791 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.99K | +431.5% | $215,094 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 39 | D. E. Shaw & Co. ✦ | 2.79K | 新規 | $200,908 | 0.0% | New | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 2.55K | n/a | $183,700 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 2.43K | n/a | $174,875 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Assetmark, Inc | 1.35K | n/a | $97,214 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.15K | n/a | $82,812 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Bank Of Montreal /Can/ | 868 | n/a | $62,505 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | BlackRock ✦ (パッシブ) | 337 | 新規 | $24,267 | 0.0% | New | 1 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 130 | n/a | $9,354 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 7 | n/a | $504 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $779,940 | 0.0% |
| D. E. Shaw & Co. | $200,908 | 0.0% |
| BlackRock | $24,267 | 0.0% |
ポジション解消済み
| Renaissance Technologies | $397,278 | 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): 289 保有者, 21.32M 株式数, $1.57B 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。