INVESCO S&P MIDCAP LOW VOLAT (XMLV) Top Institutional Shareholders
INVESCO S&P MIDCAP LOW VOLAT (XMLV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $345.61M in XMLV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XMLV tracked by InsiderSet, reporting ownership valued at approximately $39.83M 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 $40.88M, representing an estimated gain of +2.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed XMLV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Brookstone Capital Management, and several other long-term asset managers with concentrated positions in INVESCO S&P MIDCAP LOW VOLAT (XMLV).
This page ranks the largest institutional XMLV 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
185
Total Reported Value
$345.61M
Largest Holder
Morgan Stanley
Largest Position
$39.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
172
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 632,597 | $39,834,669 | $40,878,671 | +$1,044,002 | +2.62% | |
| Lpl Financial Llc | 0.01% | 459,703 | $28,947,474 | $29,706,192 | +$758,718 | +2.62% | |
| Brookstone Capital Management | 0.22% | 306,429 | $19,295,857 | $19,801,565 | +$505,708 | +2.62% | |
| Ubs Group Ag | 0.00% | 290,079 | $18,266,275 | $18,745,021 | +$478,746 | +2.62% | |
| Dorval Corp | 5.11% | 261,731 | $16,481,230 | $16,913,162 | +$431,932 | +2.62% | |
| Envestnet Asset Management Inc | 0.00% | 253,941 | $15,990,683 | $16,409,769 | +$419,086 | +2.62% | |
| Pnc Financial Services Group, Inc. | 0.01% | 204,450 | $12,874,209 | $13,211,641 | +$337,432 | +2.62% | |
| Ameriprise Financial Inc | 0.00% | 183,775 | $11,562,725 | $11,875,614 | +$312,889 | +2.71% | |
| Raymond James Financial Inc | 0.00% | 182,044 | $11,463,311 | $11,763,756 | +$300,445 | +2.62% | |
| Commonwealth Equity Services, Llc | 0.02% | 171,967 | $10,828,740 | $11,112,576 | +$283,836 | +2.62% | |
| Jones Financial Companies Lllp | 0.00% | 155,820 | $9,674,864 | $10,069,151 | +$394,287 | +4.08% | |
| Merit Financial Group, Llc | 0.07% | 144,515 | $9,100,108 | $9,338,617 | +$238,509 | +2.62% | |
| Pfs Partners, Llc | 3.78% | 130,833 | $8,238,572 | $8,454,481 | +$215,909 | +2.62% | |
| Bank Of America Corp | 0.00% | 119,226 | $7,507,683 | $7,704,432 | +$196,749 | +2.62% | |
| Mercer Global Advisors Inc | 0.01% | 109,195 | $6,876,017 | $7,056,225 | +$180,208 | +2.62% | |
| Cetera Investment Advisers | 0.01% | 105,074 | $6,616,480 | $6,789,924 | +$173,444 | +2.62% | |
| Wells Fargo & Company/Mn | 0.00% | 85,852 | $5,406,081 | $5,547,791 | +$141,710 | +2.62% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 75,190 | $4,734,699 | $4,858,808 | +$124,109 | +2.62% | |
| Provise Management Group, Llc | 0.33% | 72,410 | $4,559,658 | $4,679,163 | +$119,505 | +2.62% | |
| Rwa Wealth Partners, Llc | 0.05% | 70,277 | $4,425,343 | $4,541,328 | +$115,985 | +2.62% | |
| Royal Bank Of Canada | 0.00% | 67,696 | $4,263,000 | $4,374,543 | +$111,543 | +2.62% | |
| Osaic Holdings, Inc. | 0.01% | 62,636 | $3,945,583 | $4,047,563 | +$101,980 | +2.58% | |
| Harbour Investments, Inc. | 0.05% | 50,488 | $3,179,232 | $3,262,555 | +$83,323 | +2.62% | |
| Lmcg Investments, Llc | 0.18% | 48,300 | $3,041,451 | $3,121,165 | +$79,714 | +2.62% | |
| Hightower Advisors, Llc | 0.00% | 41,469 | $2,611,245 | $2,679,743 | +$68,498 | +2.62% | |
| Prime Capital Investment Advisors, Llc | 0.03% | 40,340 | $2,540,233 | $2,606,787 | +$66,554 | +2.62% | |
| Mml Investors Services, Llc | 0.01% | 40,020 | $2,520,060 | $2,586,108 | +$66,048 | +2.62% | |
| U.S. Capital Wealth Advisors, Llc | 0.06% | 38,411 | $2,418,765 | $2,482,134 | +$63,369 | +2.62% | |
| Two Sigma Investments, Lp | 0.00% | 36,500 | $2,298,405 | $2,358,645 | +$60,240 | +2.62% | |
| Johnson & White Wealth Management, Llc | 0.91% | 34,057 | $2,144,542 | $2,200,777 | +$56,235 | +2.62% | |
| Mariner, Llc | 0.00% | 33,974 | $2,139,368 | $2,195,413 | +$56,045 | +2.62% | |
| Liberty One Investment Management, Llc | 0.22% | 33,638 | $2,118,171 | $2,173,701 | +$55,530 | +2.62% | |
| Signature Estate & Investment Advisors Llc | 0.04% | 29,605 | $1,864,207 | $1,913,087 | +$48,880 | +2.62% | |
| Stifel Financial Corp | 0.00% | 29,479 | $1,856,297 | $1,904,945 | +$48,648 | +2.62% | |
| Massmutual Private Wealth & Trust, Fsb | 0.04% | 24,216 | $1,524,882 | $1,564,848 | +$39,966 | +2.62% | |
| Investment Partners Asset Management, Inc. | 0.94% | 24,053 | $1,514,617 | $1,554,314 | +$39,697 | +2.62% | |
| Calton & Associates, Inc. | 0.21% | 23,364 | $1,471,231 | $1,509,791 | +$38,560 | +2.62% | |
| Jfs Wealth Advisors, Llc | 0.07% | 21,121 | $1,329,999 | $1,364,847 | +$34,848 | +2.62% | |
| Pacific Sun Financial Corp | 0.63% | 20,765 | $1,307,572 | $1,341,843 | +$34,271 | +2.62% | |
| Golden State Wealth Management, Llc | 0.14% | 20,088 | $1,264,982 | $1,298,095 | +$33,113 | +2.62% | |
| Equitable Holdings, Inc. | 0.01% | 20,165 | $1,257,938 | $1,303,070 | +$45,132 | +3.59% | |
| Independent Advisor Alliance | 0.01% | 19,305 | $1,215,674 | $1,247,497 | +$31,823 | +2.62% | |
| Tempo Wealth, Llc | 0.21% | 18,970 | $1,194,546 | $1,225,849 | +$31,303 | +2.62% | |
| Creativeone Wealth, Llc | 0.03% | 18,487 | $1,164,135 | $1,194,637 | +$30,502 | +2.62% | |
| Arkadios Wealth Advisors | 0.02% | 16,140 | $1,016,356 | $1,042,973 | +$26,617 | +2.62% | |
| Avestar Capital, Llc | 0.07% | 15,557 | $979,624 | $1,005,300 | +$25,676 | +2.62% | |
| 1900 Wealth Management Llc | 0.06% | 15,225 | $958,730 | $983,846 | +$25,116 | +2.62% | |
| Baird Financial Group, Inc. | 0.00% | 14,301 | $900,534 | $924,136 | +$23,602 | +2.62% | |
| Morganrosel Wealth Management, Llc | 0.35% | 14,235 | $896,378 | $919,871 | +$23,493 | +2.62% | |
| Clear Creek Financial Management, Llc | 0.07% | 14,114 | $888,730 | $912,052 | +$23,322 | +2.62% |
Frequently asked questions about XMLV
Who owns the most XMLV stock?
The largest holders of XMLV 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 LOW VOLAT (XMLV).
Is XMLV widely held by superinvestors?
Many widely followed stocks like XMLV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XMLV 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.