INVESCO S&P MIDCAP MOMENTUM (XMMO) Institutional Shareholders
INVESCO S&P MIDCAP MOMENTUM (XMMO) 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 $4.86B in XMMO holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XMMO tracked by InsiderSet, reporting ownership valued at approximately $696.78M 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 $637.11M, representing an estimated loss of -8.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed XMMO 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 MOMENTUM (XMMO).
This page ranks the largest institutional XMMO 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
469
Total Reported Value
$4.86B
Largest Holder
Lpl Financial Llc
Largest Position
$696.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.16% | 4,095,320 | $696,777,611 | $637,108,932 | -$59,668,679 | -8.56% | |
| Morgan Stanley | 0.02% | 2,368,277 | $402,938,874 | $368,432,853 | -$34,506,021 | -8.56% | |
| Cetera Investment Advisers | 0.23% | 1,510,414 | $256,981,932 | $234,975,106 | -$22,006,826 | -8.56% | |
| Wells Fargo & Company/Mn | 0.04% | 1,345,518 | $228,926,503 | $209,322,235 | -$19,604,268 | -8.56% | |
| Raymond James Financial Inc | 0.06% | 1,299,037 | $221,018,059 | $202,091,186 | -$18,926,873 | -8.56% | |
| Envestnet Asset Management Inc | 0.05% | 1,295,928 | $220,489,165 | $201,607,519 | -$18,881,646 | -8.56% | |
| Ameriprise Financial Inc | 0.03% | 1,015,181 | $172,707,337 | $157,931,708 | -$14,775,629 | -8.56% | |
| Bank Of America Corp | 0.01% | 1,000,210 | $170,175,681 | $155,602,670 | -$14,573,011 | -8.56% | |
| Osaic Holdings, Inc. | 0.18% | 892,567 | $151,939,180 | $138,856,648 | -$13,082,532 | -8.61% | |
| Vantagepoint Investment Advisers Llc | 1.12% | 881,795 | $150,028,601 | $137,180,848 | -$12,847,753 | -8.56% | |
| Jones Financial Companies Lllp | 0.06% | 835,694 | $139,619,417 | $130,008,916 | -$9,610,501 | -6.88% | |
| Royal Bank Of Canada | 0.01% | 507,500 | $86,347,000 | $78,951,775 | -$7,395,225 | -8.56% | |
| Mml Investors Services, Llc | 0.16% | 460,191 | $78,296,887 | $71,591,914 | -$6,704,973 | -8.56% | |
| Commonwealth Equity Services, Llc | 0.08% | 368,061 | $62,621,959 | $57,259,250 | -$5,362,709 | -8.56% | |
| Stifel Financial Corp | 0.05% | 365,151 | $62,131,320 | $56,806,541 | -$5,324,779 | -8.57% | |
| Great Valley Advisor Group, Inc. | 0.95% | 353,974 | $60,224,760 | $55,067,735 | -$5,157,025 | -8.56% | |
| Hightower Advisors, Llc | 0.06% | 348,431 | $59,282,022 | $54,205,411 | -$5,076,611 | -8.56% | |
| Ubs Group Ag | 0.01% | 341,475 | $58,098,556 | $53,123,266 | -$4,975,290 | -8.56% | |
| Affinity Wealth Management Llc | 7.02% | 320,484 | $54,527,226 | $49,857,696 | -$4,669,530 | -8.56% | |
| Private Advisor Group, Llc | 0.21% | 266,130 | $45,279,263 | $41,401,844 | -$3,877,419 | -8.56% | |
| Clark Capital Management Group, Inc. | 0.19% | 209,806 | $35,696,418 | $32,639,519 | -$3,056,899 | -8.56% | |
| Two Sigma Investments, Lp | 0.03% | 196,900 | $33,500,566 | $30,631,733 | -$2,868,833 | -8.56% | |
| Assuredpartners Investment Advisors, Llc | 3.10% | 188,397 | $32,053,838 | $29,308,921 | -$2,744,917 | -8.56% | |
| Equitable Holdings, Inc. | 0.18% | 175,074 | $29,787,083 | $27,236,262 | -$2,550,821 | -8.56% | |
| Citigroup Inc | 0.01% | 171,794 | $29,229,026 | $26,725,993 | -$2,503,033 | -8.56% | |
| Cwm, Llc | 0.07% | 190,951 | $27,691,645 | $29,706,247 | +$2,014,602 | +7.28% | |
| Newedge Advisors, Llc | 0.08% | 155,686 | $26,488,515 | $24,220,071 | -$2,268,444 | -8.56% | |
| Oxford Wealth Group, Llc | 10.51% | 138,113 | $23,498,509 | $21,486,239 | -$2,012,270 | -8.56% | |
| Davidson Capital Management Inc. | 3.76% | 138,042 | $23,486,466 | $21,475,194 | -$2,011,272 | -8.56% | |
| Principal Securities, Inc. | 0.28% | 136,140 | $23,162,847 | $21,179,300 | -$1,983,547 | -8.56% | |
| Shp Wealth Management | 1.53% | 130,771 | $22,249,390 | $20,344,044 | -$1,905,346 | -8.56% | |
| Focus Financial Network, Inc. | 0.66% | 125,386 | $21,333,198 | $19,506,300 | -$1,826,898 | -8.56% | |
| Ameritas Investment Partners, Inc. | 0.55% | 120,954 | $20,579,136 | $18,816,814 | -$1,762,322 | -8.56% | |
| Dala Group, Llc | 15.70% | 112,019 | $19,058,965 | $17,426,796 | -$1,632,169 | -8.56% | |
| Peak Planning Group, Llc | 4.21% | 109,569 | $18,642,109 | $17,045,649 | -$1,596,460 | -8.56% | |
| Modern Wealth Management, Llc | 0.22% | 108,083 | $18,389,280 | $16,814,472 | -$1,574,808 | -8.56% | |
| Kestra Advisory Services, Llc | 0.06% | 106,501 | $18,120,029 | $16,568,361 | -$1,551,668 | -8.56% | |
| Fifth Third Securities, Inc. | 0.98% | 101,244 | $17,225,681 | $15,750,529 | -$1,475,152 | -8.56% | |
| Manchester Financial Inc | 2.93% | 96,580 | $16,432,191 | $15,024,951 | -$1,407,240 | -8.56% | |
| Orion Porfolio Solutions, Llc | 0.12% | 95,363 | $16,225,136 | $14,835,622 | -$1,389,514 | -8.56% | |
| Family Investment Center, Inc. | 2.63% | 93,073 | $15,835,362 | $14,479,367 | -$1,355,995 | -8.56% | |
| Advance Capital Management, Inc. | 0.51% | 92,765 | $15,783,076 | $14,431,451 | -$1,351,625 | -8.56% | |
| Sound Income Strategies, Llc | 0.71% | 92,630 | $15,760,153 | $14,410,449 | -$1,349,704 | -8.56% | |
| Insight Wealth Strategies, Llc | 1.51% | 93,115 | $15,457,069 | $14,485,901 | -$971,168 | -6.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 95,520 | $15,427,490 | $14,860,046 | -$567,444 | -3.68% | |
| Financial Partners Group, Inc | 1.78% | 102,430 | $14,854,428 | $15,935,035 | +$1,080,607 | +7.27% | |
| Quadrature Capital Ltd | 0.13% | 87,025 | $14,806,434 | $13,538,479 | -$1,267,955 | -8.56% | |
| Freegulliver Llc | 5.19% | 86,510 | $14,718,766 | $13,458,361 | -$1,260,405 | -8.56% | |
| Oasis Advisors, Llc | 9.33% | 84,481 | $14,373,657 | $13,142,709 | -$1,230,948 | -8.56% | |
| Ameritas Advisory Services, Llc | 0.29% | 83,256 | $14,165,221 | $12,952,136 | -$1,213,085 | -8.56% |
Frequently asked questions about XMMO
Who owns the most XMMO stock?
The largest holders of XMMO 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 MOMENTUM (XMMO).
Is XMMO widely held by superinvestors?
Many widely followed stocks like XMMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XMMO 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.