XMVM Institutional Ownership & Shareholders
INVESCO S&P MIDCAP VALUE WIT (XMVM) is currently held by 95 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $306.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XMVM tracked by InsiderSet, reporting ownership valued at approximately $44.72M 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 $47.25M, representing an estimated gain of +5.67% 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 Bank Of America Corp, Lpl Financial Llc, 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
95
Total Reported Value
$306.79M
Largest Holder
Bank Of America Corp
Largest Position
$44.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 630,521 | $44,716,568 | $47,251,244 | +$2,534,676 | +5.67% | |
| Lpl Financial Llc | 0.01% | 624,819 | $44,312,164 | $46,823,936 | +$2,511,772 | +5.67% | |
| Avior Wealth Management, Llc | 0.81% | 442,037 | $30,832,086 | $33,126,253 | +$2,294,167 | +7.44% | |
| Foundations Investment Advisors, Llc | 0.21% | 286,584 | $20,324,557 | $21,476,605 | +$1,152,048 | +5.67% | |
| Raymond James Financial Inc | 0.01% | 282,185 | $20,012,562 | $21,146,944 | +$1,134,382 | +5.67% | |
| Ameriprise Financial Inc | 0.00% | 268,115 | $19,013,816 | $20,092,538 | +$1,078,722 | +5.67% | |
| Whitaker-Myers Wealth Managers, Ltd. | 2.89% | 254,611 | $17,759,122 | $19,080,548 | +$1,321,426 | +7.44% | |
| Morgan Stanley | 0.00% | 229,287 | $16,261,110 | $17,182,768 | +$921,658 | +5.67% | |
| Anfield Capital Management, Llc | 2.10% | 117,148 | $7,628,678 | $8,779,071 | +$1,150,393 | +15.08% | |
| Cetera Investment Advisers | 0.01% | 92,254 | $6,542,646 | $6,913,515 | +$370,869 | +5.67% | |
| Royal Bank Of Canada | 0.00% | 75,667 | $5,366,000 | $5,670,485 | +$304,485 | +5.67% | |
| Osaic Holdings, Inc. | 0.01% | 67,662 | $4,801,659 | $5,070,590 | +$268,931 | +5.60% | |
| Independent Financial Group, Llc | 0.08% | 63,850 | $4,453,550 | $4,784,919 | +$331,369 | +7.44% | |
| Equitable Holdings, Inc. | 0.03% | 59,209 | $4,199,114 | $4,437,122 | +$238,008 | +5.67% | |
| Sovran Advisors, Llc | 0.28% | 54,959 | $4,081,829 | $4,118,627 | +$36,798 | +0.90% | |
| Jones Financial Companies Lllp | 0.00% | 55,906 | $4,000,665 | $4,189,596 | +$188,931 | +4.72% | |
| Captrust Financial Advisors | 0.01% | 53,660 | $3,805,567 | $4,021,280 | +$215,713 | +5.67% | |
| Citigroup Inc | 0.00% | 49,580 | $3,516,183 | $3,715,525 | +$199,342 | +5.67% | |
| Thrivent Financial For Lutherans | 0.01% | 46,118 | $3,271,000 | $3,456,083 | +$185,083 | +5.66% | |
| Wells Fargo & Company/Mn | 0.00% | 45,787 | $3,247,184 | $3,431,278 | +$184,094 | +5.67% | |
| Wescap Management Group, Inc. | 0.53% | 39,904 | $2,829,992 | $2,990,406 | +$160,414 | +5.67% | |
| Everest Financial Group Llc | 0.34% | 35,072 | $2,487,276 | $2,628,296 | +$141,020 | +5.67% | |
| Ausdal Financial Partners, Inc. | 0.08% | 27,699 | $1,964,413 | $2,075,763 | +$111,350 | +5.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,732 | $1,864,539 | $2,003,296 | +$138,757 | +7.44% | |
| Roman Butler Fullerton & Co | 0.41% | 24,831 | $1,783,390 | $1,860,835 | +$77,445 | +4.34% | |
| Envestnet Asset Management Inc | 0.00% | 23,723 | $1,682,443 | $1,777,802 | +$95,359 | +5.67% | |
| Wealth Enhancement Trust Services, Inc. | 0.18% | 24,102 | $1,681,115 | $1,806,204 | +$125,089 | +7.44% | |
| Sanctuary Advisors, Llc | 0.01% | 23,611 | $1,674,492 | $1,769,408 | +$94,916 | +5.67% | |
| Solutions 4 Wealth, Ltd | 1.90% | 22,703 | $1,583,529 | $1,701,363 | +$117,834 | +7.44% | |
| Mml Investors Services, Llc | 0.00% | 19,661 | $1,394,375 | $1,473,395 | +$79,020 | +5.67% | |
| Key Client Fiduciary Advisors, Llc | 0.37% | 18,856 | $1,315,185 | $1,413,069 | +$97,884 | +7.44% | |
| Citadel Advisors Llc | 0.00% | 18,493 | $1,311,524 | $1,385,865 | +$74,341 | +5.67% | |
| Breakwater Capital Group | 0.15% | 18,037 | $1,258,087 | $1,351,693 | +$93,606 | +7.44% | |
| Thoroughbred Financial Services, Llc | 0.05% | 13,992 | $992,000 | $1,048,560 | +$56,560 | +5.70% | |
| Lexaurum Advisors, Llc | 0.11% | 13,642 | $951,560 | $1,022,331 | +$70,771 | +7.44% | |
| Betterment Llc | 0.00% | 13,060 | $926,000 | $978,716 | +$52,716 | +5.69% | |
| Natixis Advisors, Llc | 0.00% | 13,000 | $921,000 | $974,220 | +$53,220 | +5.78% | |
| Two Sigma Investments, Lp | 0.00% | 10,300 | $730,476 | $771,882 | +$41,406 | +5.67% | |
| Institute For Wealth Management, Llc. | 0.06% | 9,385 | $665,567 | $703,312 | +$37,745 | +5.67% | |
| J.M. Arbour, Llc | 0.53% | 8,682 | $615,727 | $650,629 | +$34,902 | +5.67% | |
| Armbruster Capital Management, Inc. | 0.09% | 8,749 | $610,243 | $655,650 | +$45,407 | +7.44% | |
| Waverly Advisors, Llc | 0.00% | 8,136 | $577,005 | $609,712 | +$32,707 | +5.67% | |
| Cornerstone Wealth Management, Llc | 0.02% | 7,167 | $508,248 | $537,095 | +$28,847 | +5.68% | |
| Guidance Capital, Inc | 0.11% | 6,565 | $491,956 | $491,981 | +$25 | +0.01% | |
| Pacific Sun Financial Corp | 0.20% | 6,683 | $473,958 | $500,824 | +$26,866 | +5.67% | |
| Sigma Planning Corp | 0.01% | 6,699 | $467,270 | $502,023 | +$34,753 | +7.44% | |
| Keating Financial Advisory Services, Inc. | 0.06% | 6,442 | $456,867 | $482,763 | +$25,896 | +5.67% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 6,346 | $442,649 | $475,569 | +$32,920 | +7.44% | |
| Principal Securities, Inc. | 0.01% | 5,858 | $415,445 | $438,999 | +$23,554 | +5.67% | |
| Comprehensive Financial Planning, Inc./Pa | 0.22% | 5,946 | $414,746 | $445,593 | +$30,847 | +7.44% |
Frequently asked questions about XMVM
Who are the largest institutional holders of XMVM?
The largest institutional holders of XMVM reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Avior Wealth Management, Llc, Foundations Investment Advisors, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported XMVM position.
What is XMVM institutional ownership?
This page tracks XMVM positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P MIDCAP VALUE WIT (XMVM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XMVM?
InsiderSet currently tracks 95 institutional managers reporting XMVM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XMVM shareholders.
How much XMVM stock do institutions own?
Institutional investment managers disclosed approximately $306.79M in XMVM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XMVM institutional ownership last updated?
The latest XMVM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XMVM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XMVM position after the reporting date.
Are institutions buying or selling XMVM?
Institutional buying and selling can be analyzed by comparing XMVM positions across consecutive 13F reporting periods. InsiderSet's XMVM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XMVM ownership changes.
How has XMVM institutional ownership changed over time?
InsiderSet tracks XMVM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.