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 $3.26B 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 $459.10M in its March 31, 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 $510.40M, representing an estimated gain of +11.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
417
Total Reported Value
$3.26B
Largest Holder
Lpl Financial Llc
Largest Position
$459.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.12% | 4,441,331 | $459,100,301 | $510,397,759 | +$51,297,458 | +11.17% | |
| Morgan Stanley | 0.02% | 2,416,424 | $249,785,866 | $277,695,446 | +$27,909,580 | +11.17% | |
| Cetera Investment Advisers | 0.15% | 1,402,483 | $144,974,689 | $161,173,346 | +$16,198,657 | +11.17% | |
| Vantagepoint Investment Advisers Llc | 1.12% | 1,280,545 | $132,369,937 | $147,160,231 | +$14,790,294 | +11.17% | |
| Northwestern Mutual Wealth Management Co | 0.08% | 1,202,202 | $124,271,577 | $138,157,054 | +$13,885,477 | +11.17% | |
| Ameriprise Financial Inc | 0.03% | 1,171,327 | $120,992,600 | $134,608,899 | +$13,616,299 | +11.25% | |
| Commonwealth Equity Services, Llc | 0.13% | 948,076 | $107,018,798 | $108,952,894 | +$1,934,096 | +1.81% | |
| Jones Financial Companies Lllp | 0.05% | 976,956 | $98,311,097 | $112,271,784 | +$13,960,687 | +14.20% | |
| Raymond James Financial Inc | 0.03% | 895,324 | $92,549,654 | $102,890,634 | +$10,340,980 | +11.17% | |
| Wells Fargo & Company/Mn | 0.01% | 717,372 | $74,154,749 | $82,440,390 | +$8,285,641 | +11.17% | |
| Bank Of America Corp | 0.00% | 657,026 | $67,916,786 | $75,505,428 | +$7,588,642 | +11.17% | |
| Truwealth Advisors, Llc | 2.44% | 491,754 | $50,832,649 | $56,512,370 | +$5,679,721 | +11.17% | |
| Focus Partners Wealth | 0.05% | 440,978 | $45,583,918 | $50,677,192 | +$5,093,274 | +11.17% | |
| Focus Financial Network, Inc. | 1.22% | 348,740 | $39,365,738 | $40,077,201 | +$711,463 | +1.81% | |
| Osaic Holdings, Inc. | 0.06% | 371,874 | $38,467,284 | $42,735,760 | +$4,268,476 | +11.10% | |
| Straightline Group Llc | 18.71% | 363,959 | $37,622,443 | $41,826,168 | +$4,203,725 | +11.17% | |
| Umb Bank, N.A. | 0.46% | 316,551 | $32,721,877 | $36,378,041 | +$3,656,164 | +11.17% | |
| Crestwood Advisors Group, Llc | 0.51% | 296,013 | $30,598,814 | $34,017,814 | +$3,419,000 | +11.17% | |
| Capital Planning Advisors, Llc | 4.20% | 281,267 | $29,074,570 | $32,323,204 | +$3,248,634 | +11.17% | |
| Envestnet Asset Management Inc | 0.01% | 272,415 | $28,159,537 | $31,305,932 | +$3,146,395 | +11.17% | |
| Atlantic Union Bankshares Corp | 0.52% | 259,763 | $26,851,663 | $29,851,964 | +$3,000,301 | +11.17% | |
| Hightower Advisors, Llc | 0.03% | 246,607 | $25,495,117 | $28,340,076 | +$2,844,959 | +11.16% | |
| Royal Bank Of Canada | 0.00% | 241,792 | $24,994,000 | $27,786,737 | +$2,792,737 | +11.17% | |
| Private Advisor Group, Llc | 0.11% | 219,845 | $24,816,130 | $25,264,587 | +$448,457 | +1.81% | |
| Trilogy Capital Inc. | 0.91% | 207,094 | $23,376,755 | $23,799,242 | +$422,487 | +1.81% | |
| Kestra Advisory Services, Llc | 0.07% | 191,531 | $21,620,030 | $22,010,743 | +$390,713 | +1.81% | |
| Trust Co Of Toledo Na | 1.77% | 188,122 | $21,235,264 | $21,618,980 | +$383,716 | +1.81% | |
| Kpp Advisory Services Llc | 2.64% | 184,344 | $20,808,730 | $21,184,812 | +$376,082 | +1.81% | |
| Blue Water Asset Management | 6.96% | 194,843 | $20,140,899 | $22,391,358 | +$2,250,459 | +11.17% | |
| Leclair Wealth Partners Llc | 6.96% | 194,843 | $20,140,899 | $22,391,358 | +$2,250,459 | +11.17% | |
| Independent Advisor Alliance | 0.21% | 189,308 | $19,568,776 | $21,755,275 | +$2,186,499 | +11.17% | |
| Sax Wealth Advisors, Llc | 0.78% | 186,619 | $19,290,828 | $21,446,255 | +$2,155,427 | +11.17% | |
| Ubs Group Ag | 0.00% | 179,631 | $18,568,457 | $20,643,195 | +$2,074,738 | +11.17% | |
| Prevail Innovative Wealth Advisors, Llc | 2.49% | 148,069 | $16,714,029 | $17,016,089 | +$302,060 | +1.81% | |
| Stifel Financial Corp | 0.02% | 159,025 | $16,438,521 | $18,275,153 | +$1,836,632 | +11.17% | |
| Everest Financial Group Llc | 2.66% | 156,169 | $16,143,267 | $17,946,941 | +$1,803,674 | +11.17% | |
| Gerber Kawasaki Wealth & Investment Management | 0.50% | 152,543 | $15,770,731 | $17,530,242 | +$1,759,511 | +11.16% | |
| Newedge Advisors, Llc | 0.72% | 185,650 | $15,487,713 | $21,334,898 | +$5,847,185 | +37.75% | |
| Wealthspire Retirement, Llc | 0.93% | 149,585 | $15,462,571 | $17,190,308 | +$1,727,737 | +11.17% | |
| Wcg Wealth Advisors Llc | 0.42% | 144,484 | $14,935,321 | $16,604,101 | +$1,668,780 | +11.17% | |
| Pcg Wealth Advisors, Llc | 3.68% | 140,924 | $14,567,287 | $16,194,986 | +$1,627,699 | +11.17% | |
| Cwm, Llc | 0.04% | 140,786 | $14,553,019 | $16,179,127 | +$1,626,108 | +11.17% | |
| Clearview Wealth Management Llc | 9.30% | 128,187 | $14,469,733 | $14,731,250 | +$261,517 | +1.81% | |
| Sowell Financial Services Llc | 0.46% | 125,775 | $14,197,501 | $14,454,063 | +$256,562 | +1.81% | |
| Bleakley Financial Group, Llc | 0.22% | 137,145 | $14,176,641 | $15,760,703 | +$1,584,062 | +11.17% | |
| Madrona Financial Services, Llc | 2.58% | 123,961 | $13,992,675 | $14,245,598 | +$252,923 | +1.81% | |
| Willow Financial Llc | 6.88% | 131,971 | $13,563,092 | $15,166,107 | +$1,603,015 | +11.82% | |
| Nbz Investment Advisors Llc | 5.92% | 130,929 | $13,534,089 | $15,046,361 | +$1,512,272 | +11.17% | |
| Traction Financial Partners, Llc | 8.01% | 125,822 | $13,006,210 | $14,459,464 | +$1,453,254 | +11.17% | |
| Merit Financial Group, Llc | 0.08% | 114,881 | $12,967,782 | $13,202,125 | +$234,343 | +1.81% |
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.