INVESCO S&P MIDCAP VALUE WIT (XMVM) Institutional Shareholders
INVESCO S&P MIDCAP VALUE WIT (XMVM) 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 $267.47M in XMVM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XMVM 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 $45.58M, representing an estimated gain of +14.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed XMVM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Avior Wealth Management, Llc, and several other long-term asset managers with concentrated positions in INVESCO S&P MIDCAP VALUE WIT (XMVM).
This page ranks the largest institutional XMVM 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
92
Total Reported Value
$267.47M
Largest Holder
Lpl Financial Llc
Largest Position
$39.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 611,601 | $39,827,478 | $45,576,507 | +$5,749,029 | +14.43% | |
| Bank Of America Corp | 0.00% | 566,191 | $36,870,344 | $42,192,553 | +$5,322,209 | +14.43% | |
| Avior Wealth Management, Llc | 0.76% | 409,737 | $29,058,578 | $30,533,601 | +$1,475,023 | +5.08% | |
| Foundations Investment Advisors, Llc | 0.23% | 282,198 | $18,376,711 | $21,029,395 | +$2,652,684 | +14.44% | |
| Whitaker-Myers Wealth Managers, Ltd. | 2.74% | 230,965 | $16,380,032 | $17,211,512 | +$831,480 | +5.08% | |
| Raymond James Financial Inc | 0.00% | 239,226 | $15,578,365 | $17,827,122 | +$2,248,757 | +14.44% | |
| Ameriprise Financial Inc | 0.00% | 193,544 | $12,595,612 | $14,422,899 | +$1,827,287 | +14.51% | |
| Morgan Stanley | 0.00% | 187,056 | $12,181,146 | $13,939,413 | +$1,758,267 | +14.43% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 161,365 | $10,508,086 | $12,024,920 | +$1,516,834 | +14.43% | |
| Anfield Capital Management, Llc | 2.10% | 117,148 | $7,628,678 | $8,729,869 | +$1,101,191 | +14.43% | |
| Royal Bank Of Canada | 0.00% | 76,201 | $4,963,000 | $5,678,499 | +$715,499 | +14.42% | |
| Cetera Investment Advisers | 0.01% | 72,698 | $4,734,115 | $5,417,455 | +$683,340 | +14.43% | |
| Independent Financial Group, Llc | 0.09% | 64,207 | $4,553,560 | $4,784,706 | +$231,146 | +5.08% | |
| Osaic Holdings, Inc. | 0.01% | 63,178 | $4,116,382 | $4,708,025 | +$591,643 | +14.37% | |
| Captrust Financial Advisors | 0.01% | 56,462 | $3,676,805 | $4,207,548 | +$530,743 | +14.43% | |
| Equitable Holdings, Inc. | 0.02% | 47,297 | $3,034,576 | $3,524,572 | +$489,996 | +16.15% | |
| Sovran Advisors, Llc | 0.22% | 39,807 | $2,987,551 | $2,966,418 | -$21,133 | -0.71% | |
| Wells Fargo & Company/Mn | 0.00% | 45,100 | $2,936,885 | $3,360,852 | +$423,967 | +14.44% | |
| Citigroup Inc | 0.00% | 43,536 | $2,835,047 | $3,244,303 | +$409,256 | +14.44% | |
| Jones Financial Companies Lllp | 0.00% | 37,684 | $2,426,848 | $2,808,212 | +$381,364 | +15.71% | |
| Everest Financial Group Llc | 0.38% | 35,254 | $2,295,741 | $2,627,128 | +$331,387 | +14.43% | |
| Money Concepts Capital Corp | 0.11% | 31,040 | $2,021,344 | $2,313,101 | +$291,757 | +14.43% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,031 | $1,987,979 | $2,088,870 | +$100,891 | +5.08% | |
| Roman Butler Fullerton & Co | 0.46% | 24,808 | $1,672,596 | $1,848,692 | +$176,096 | +10.53% | |
| Wescap Management Group, Inc. | 0.32% | 24,798 | $1,614,846 | $1,847,947 | +$233,101 | +14.43% | |
| Sanctuary Advisors, Llc | 0.01% | 23,611 | $1,537,548 | $1,759,492 | +$221,944 | +14.43% | |
| Envestnet Asset Management Inc | 0.00% | 23,326 | $1,519,021 | $1,738,254 | +$219,233 | +14.43% | |
| Mariner, Llc | 0.00% | 19,500 | $1,269,840 | $1,453,140 | +$183,300 | +14.43% | |
| Breakwater Capital Group | 0.15% | 17,827 | $1,264,291 | $1,328,468 | +$64,177 | +5.08% | |
| Solutions 4 Wealth, Ltd | 1.59% | 17,419 | $1,235,342 | $1,298,064 | +$62,722 | +5.08% | |
| Ausdal Financial Partners, Inc. | 0.05% | 17,061 | $1,111,012 | $1,271,386 | +$160,374 | +14.43% | |
| Lexaurum Advisors, Llc | 0.10% | 12,497 | $886,266 | $931,276 | +$45,010 | +5.08% | |
| Mml Investors Services, Llc | 0.00% | 13,273 | $864,320 | $989,104 | +$124,784 | +14.44% | |
| Institute For Wealth Management, Llc. | 0.06% | 9,385 | $665,567 | $699,370 | +$33,803 | +5.08% | |
| National Wealth Management Group, Llc | 0.20% | 9,332 | $661,833 | $695,421 | +$33,588 | +5.07% | |
| Armbruster Capital Management, Inc. | 0.09% | 8,749 | $620,479 | $651,975 | +$31,496 | +5.08% | |
| Key Client Fiduciary Advisors, Llc | 0.18% | 8,620 | $611,309 | $642,362 | +$31,053 | +5.08% | |
| J.M. Arbour, Llc | 0.55% | 8,776 | $571,493 | $653,988 | +$82,495 | +14.43% | |
| Waverly Advisors, Llc | 0.00% | 8,353 | $543,947 | $622,466 | +$78,519 | +14.43% | |
| Stifel Financial Corp | 0.00% | 8,264 | $538,096 | $615,833 | +$77,737 | +14.45% | |
| Susquehanna International Group, Llp | 0.00% | 8,018 | $522,132 | $597,501 | +$75,369 | +14.43% | |
| Citadel Advisors Llc | 0.00% | 7,873 | $512,690 | $586,696 | +$74,006 | +14.43% | |
| Cornerstone Wealth Management, Llc | 0.02% | 7,167 | $508,248 | $534,085 | +$25,837 | +5.08% | |
| Guidance Capital, Inc | 0.11% | 6,847 | $506,142 | $510,238 | +$4,096 | +0.81% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 6,275 | $445,028 | $467,613 | +$22,585 | +5.07% | |
| Sigma Planning Corp | 0.01% | 6,677 | $434,812 | $497,570 | +$62,758 | +14.43% | |
| Pacific Sun Financial Corp | 0.21% | 6,523 | $424,778 | $486,094 | +$61,316 | +14.43% | |
| Principal Securities, Inc. | 0.01% | 6,426 | $418,461 | $478,866 | +$60,405 | +14.43% | |
| Keating Financial Advisory Services, Inc. | 0.06% | 6,134 | $399,446 | $457,106 | +$57,660 | +14.43% | |
| Comprehensive Financial Planning, Inc./Pa | 0.27% | 5,890 | $383,595 | $438,923 | +$55,328 | +14.42% |
Frequently asked questions about XMVM
Who owns the most XMVM stock?
The largest holders of XMVM 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 VALUE WIT (XMVM).
Is XMVM widely held by superinvestors?
Many widely followed stocks like XMVM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XMVM 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.