INVESCO S&P MIDCAP QUAL ETF (XMHQ) Institutional Shareholders
INVESCO S&P MIDCAP QUAL ETF (XMHQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.40B in XMHQ holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XMHQ tracked by InsiderSet, reporting ownership valued at approximately $459.39M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $467.57M, representing an estimated gain of +1.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed XMHQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in INVESCO S&P MIDCAP QUAL ETF (XMHQ).
This page ranks the largest institutional XMHQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
421
Total Reported Value
$3.40B
Largest Holder
Lpl Financial Llc
Largest Position
$459.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.10% | 4,069,723 | $459,390,281 | $467,570,475 | +$8,180,194 | +1.78% | |
| Morgan Stanley | 0.01% | 2,453,754 | $276,979,758 | $281,911,797 | +$4,932,039 | +1.78% | |
| Cetera Investment Advisers | 0.14% | 1,395,285 | $157,499,799 | $160,304,294 | +$2,804,495 | +1.78% | |
| Vantagepoint Investment Advisers Llc | 1.08% | 1,280,545 | $144,547,920 | $147,121,815 | +$2,573,895 | +1.78% | |
| Jones Financial Companies Lllp | 0.05% | 1,083,543 | $120,869,252 | $124,488,255 | +$3,619,003 | +2.99% | |
| Ameriprise Financial Inc | 0.02% | 1,065,755 | $120,321,658 | $122,444,592 | +$2,122,934 | +1.76% | |
| Commonwealth Equity Services, Llc | 0.13% | 948,076 | $107,018,798 | $108,924,452 | +$1,905,654 | +1.78% | |
| Raymond James Financial Inc | 0.03% | 821,987 | $92,785,957 | $94,438,086 | +$1,652,129 | +1.78% | |
| Bank Of America Corp | 0.00% | 641,349 | $72,395,527 | $73,684,587 | +$1,289,060 | +1.78% | |
| Wells Fargo & Company/Mn | 0.01% | 588,075 | $66,381,911 | $67,563,937 | +$1,182,026 | +1.78% | |
| Waverly Advisors, Llc | 0.31% | 469,902 | $53,042,534 | $53,987,041 | +$944,507 | +1.78% | |
| Truwealth Advisors, Llc | 2.44% | 491,754 | $50,832,649 | $56,497,617 | +$5,664,968 | +11.14% | |
| Osaic Holdings, Inc. | 0.06% | 431,036 | $48,689,811 | $49,521,726 | +$831,915 | +1.71% | |
| Focus Partners Wealth | 0.05% | 420,269 | $47,439,973 | $48,284,705 | +$844,732 | +1.78% | |
| Straightline Group Llc | 19.72% | 370,591 | $41,832,294 | $42,577,200 | +$744,906 | +1.78% | |
| Newedge Advisors, Llc | 0.12% | 364,659 | $41,162,742 | $41,895,673 | +$732,931 | +1.78% | |
| Focus Financial Network, Inc. | 1.22% | 348,740 | $39,365,738 | $40,066,739 | +$701,001 | +1.78% | |
| Umb Bank, N.A. | 0.46% | 321,520 | $36,293,178 | $36,939,433 | +$646,255 | +1.78% | |
| Crestwood Advisors Group, Llc | 0.51% | 302,466 | $34,142,355 | $34,750,319 | +$607,964 | +1.78% | |
| Royal Bank Of Canada | 0.01% | 282,592 | $31,898,000 | $32,466,995 | +$568,995 | +1.78% | |
| Atlantic Union Bankshares Corp | 0.50% | 266,013 | $30,027,505 | $30,562,234 | +$534,729 | +1.78% | |
| Capital Planning Advisors, Llc | 4.20% | 281,267 | $29,074,570 | $32,314,766 | +$3,240,196 | +11.14% | |
| Sns Financial Group, Llc | 0.56% | 255,789 | $28,873,462 | $29,387,598 | +$514,136 | +1.78% | |
| Private Advisor Group, Llc | 0.11% | 219,845 | $24,816,130 | $25,257,992 | +$441,862 | +1.78% | |
| Envestnet Asset Management Inc | 0.01% | 211,860 | $23,914,727 | $24,340,595 | +$425,868 | +1.78% | |
| Trilogy Capital Inc. | 0.91% | 207,094 | $23,376,755 | $23,793,030 | +$416,275 | +1.78% | |
| Blue Water Asset Management | 7.23% | 198,483 | $22,404,797 | $22,803,712 | +$398,915 | +1.78% | |
| Kestra Advisory Services, Llc | 0.07% | 191,531 | $21,620,030 | $22,004,997 | +$384,967 | +1.78% | |
| Trust Co Of Toledo Na | 1.77% | 188,122 | $21,235,264 | $21,613,337 | +$378,073 | +1.78% | |
| Kpp Advisory Services Llc | 2.64% | 184,344 | $20,808,730 | $21,179,282 | +$370,552 | +1.78% | |
| Ubs Group Ag | 0.00% | 177,006 | $19,980,438 | $20,336,219 | +$355,781 | +1.78% | |
| Sax Wealth Advisors, Llc | 0.78% | 186,619 | $19,290,828 | $21,440,657 | +$2,149,829 | +11.14% | |
| Wealthspire Retirement, Llc | 1.00% | 161,859 | $18,270,611 | $18,595,981 | +$325,370 | +1.78% | |
| Gerber Kawasaki Wealth & Investment Management | 0.49% | 161,101 | $18,184,896 | $18,508,894 | +$323,998 | +1.78% | |
| Stifel Financial Corp | 0.01% | 159,000 | $17,947,724 | $18,267,510 | +$319,786 | +1.78% | |
| Wcg Wealth Advisors Llc | 0.40% | 149,538 | $16,879,873 | $17,180,421 | +$300,548 | +1.78% | |
| Prevail Innovative Wealth Advisors, Llc | 2.49% | 148,069 | $16,714,029 | $17,011,647 | +$297,618 | +1.78% | |
| Mml Investors Services, Llc | 0.03% | 146,705 | $16,560,112 | $16,854,937 | +$294,825 | +1.78% | |
| Bleakley Financial Group, Llc | 0.20% | 140,808 | $15,894,424 | $16,177,431 | +$283,007 | +1.78% | |
| Everest Financial Group Llc | 2.01% | 131,701 | $14,866,526 | $15,131,128 | +$264,602 | +1.78% | |
| Traction Financial Partners, Llc | 7.85% | 130,921 | $14,778,346 | $15,041,514 | +$263,168 | +1.78% | |
| Nbz Investment Advisors Llc | 5.71% | 129,534 | $14,621,786 | $14,882,161 | +$260,375 | +1.78% | |
| Cwm, Llc | 0.04% | 140,786 | $14,553,019 | $16,174,904 | +$1,621,885 | +11.14% | |
| Clearview Wealth Management Llc | 9.30% | 128,187 | $14,469,733 | $14,727,404 | +$257,671 | +1.78% | |
| Pcg Wealth Advisors, Llc | 3.19% | 126,842 | $14,317,939 | $14,572,877 | +$254,938 | +1.78% | |
| Sowell Financial Services Llc | 0.46% | 125,775 | $14,197,501 | $14,450,290 | +$252,789 | +1.78% | |
| Madrona Financial Services, Llc | 2.58% | 123,961 | $13,992,675 | $14,241,879 | +$249,204 | +1.78% | |
| &Partners | 0.06% | 118,745 | $13,450,705 | $13,642,613 | +$191,908 | +1.43% | |
| Merit Financial Group, Llc | 0.08% | 114,881 | $12,967,782 | $13,198,678 | +$230,896 | +1.78% | |
| Wescap Management Group, Inc. | 2.34% | 110,864 | $12,514,428 | $12,737,165 | +$222,737 | +1.78% |
Frequently asked questions about XMHQ
Who owns the most XMHQ stock?
The largest holders of XMHQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P MIDCAP QUAL ETF (XMHQ).
Is XMHQ widely held by superinvestors?
Many widely followed stocks like XMHQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XMHQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.