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
46追跡対象保有者
-1Δ保有者数
13.23M保有株数
$1.01B報告済み評価額
+4新規ポジション
−5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 -2.1% ·
株式フロー +0.6% ·
新規ネットポジション数 -2.2%
· 計算式
集中的な積み上げ：少数の保有者による株数の増加
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 | 115.03K | $9.35M | n/a | n/a |
| Q2 2026 | 47 | +2 | 14.72M | $1.38B | +4 | −2 |
| 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 · 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 | 2.26M | +4.1% | $171.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.88M | +8.7% | $142.88M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Envestnet Asset Management Inc | 1.72M | +5.2% | $130.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.12M | -8.9% | $85.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 906.21K | -3.9% | $68.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 870.09K | +7.3% | $66.14M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 840.31K | +0.6% | $63.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Northwestern Mutual Wealth… | 609.65K | +4.8% | $46.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 474.70K | +17.0% | $36.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 438.44K | +6.0% | $33.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 388.96K | +32.2% | $29.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 278.55K | +24.8% | $21.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 255.83K | +0.3% | $19.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 221.41K | +16.1% | $16.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 187.66K | +19.3% | $14.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 143.91K | +33.2% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 129.97K | -70.1% | $10.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 105.40K | -30.3% | $8.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 95.57K | +5.1% | $7.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 81.00K | -69.0% | $6.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Citigroup Inc | 56.31K | +1.6% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 35.42K | 新規 | $2.69M | 0.0% | New | 1 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 18.09K | +548.3% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 14.29K | 新規 | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS Group AG | 13.00K | -57.4% | $988,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 11.41K | +83.3% | $867,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 10.23K | -16.2% | $778,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Creative Planning | 9.94K | +156.4% | $755,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 9.59K | -0.5% | $729,144 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 7.07K | -3.8% | $537,182 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 6.92K | +56.9% | $525,788 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 6.49K | +16.8% | $493,567 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Brown Advisory Inc | 4.01K | 0.0% | $304,688 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 3.88K | 新規 | $294,578 | 0.0% | New | 1 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 3.85K | -9.6% | $292,449 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 2.85K | +11.8% | $216,813 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 2.82K | -49.8% | $214,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 1.53K | +13.3% | $116,235 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 1.15K | 0.0% | $87,424 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 40 | JPMorgan Chase ✦ | 1.16K | -61.1% | $85,395 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Bank Of Montreal /Can/ | 868 | 0.0% | $65,985 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 42 | Us Bancorp \De\ | 824 | -66.1% | $62,640 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 677 | -97.0% | $51,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (パッシブ) | 337 | 0.0% | $25,619 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Group One Trading Llc | 200 | 新規 | $15,204 | 0.0% | New | 1 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 130 | 0.0% | $9,876 | 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 | $2.69M | 0.0% |
| Fifth Third Bancorp | $1.09M | 0.0% |
| Jane Street Group, Llc | $294,578 | 0.0% |
| Group One Trading Llc | $15,204 | 0.0% |
ポジション解消済み
| Susquehanna International… | $1.80M | だった 0.0% |
| Citadel Advisors | $779,940 | だった 0.0% |
| Hrt Financial Lp | $373,000 | だった 0.0% |
| Russell Investments Group… | $221,791 | だった 0.0% |
| Qube Research & Technologies… | $504 | 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。