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Invesco S&P Midcap Value WIT (XMVM)

CUSIP: 46137V456 | NYSE | 216 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Avior Wealth Management, LLC442,037
0.8% of portfolio›$30.8M
Whitaker-Myers Wealth Managers, Ltd.254,611
2.9% of portfolio›$17.8M
Citigroup Inc64,375
0.0% of portfolio›$4.5M
Independent Financial Group, LLC63,850
0.1% of portfolio›$4.5M
Sovran Advisors, LLC54,959
0.3% of portfolio›$4.1M
Cambridge Investment Research Advisors, Inc.37,932
0.0% of portfolio›$2.6M
Advisory Solutions Group, LLC27,352
0.4% of portfolio›$1.9M
Commonwealth Equity Services, LLC26,732
0.0% of portfolio›$1.9M
USAdvisors Wealth Management, LLC26,162
0.0% of portfolio›$1.8K
Roman Butler Fullerton & Co24,831
0.4% of portfolio›$1.8M
Wealth Enhancement Trust Services, Inc.24,102
0.2% of portfolio›$1.7M
Solutions 4 Wealth, Ltd22,703
1.9% of portfolio›$1.6M
Key Client Fiduciary Advisors, LLC18,856
0.4% of portfolio›$1.3M
Breakwater Capital Group18,037
0.1% of portfolio›$1.3M
LexAurum Advisors, LLC13,642
0.1% of portfolio›$951.6K
Armbruster Capital Management, Inc.8,749
0.1% of portfolio›$610.2K
J.M. Arbour, LLC8,294
0.5% of portfolio›$578.5K
Cornerstone Wealth Management, LLC7,168
0.0% of portfolio›$500.0K
Sigma Planning Corp6,699
0.0% of portfolio›$467.3K
Guidance Capital, Inc6,565
0.1% of portfolio›$492.0K
Signature Estate & Investment Advisors LLC6,346
0.0% of portfolio›$442.6K
Carlson Financial, Inc.5,980
0.2% of portfolio›$417.1K
Comprehensive Financial Planning, Inc.5,946
0.2% of portfolio›$414.7K
Moneco Advisors, LLC5,537
0.0% of portfolio›$386.2K
Stackstone Wealth, LLC4,142
0.0% of portfolio›$288.9K
RFG Advisory, LLC3,215
0.0% of portfolio›$224.2K
Caldwell Trust Co3,210
0.0% of portfolio›$223.9K
Provident Living Financial Services, Inc.3,138
0.2% of portfolio›$233.1K
Kestra Advisory Services, LLC3,099
0.0% of portfolio›$216.2K
Westover Capital Advisors, LLC2,920
0.0% of portfolio›$203.7K
Golden State Wealth Management, LLC2,074
0.0% of portfolio›$144.7K
True Wealth Design, LLC1,665
0.0% of portfolio›$116.1K
Harbor Investment Advisory, LLC1,390
0.0% of portfolio›$97.0K
Ascentis Wealth Management, LLC498
0.0% of portfolio›$34.8K
Beacon Capital Management, Inc.381
0.0% of portfolio›$26.6K
Catherine Avery Investment Management LLC217
0.0% of portfolio›$15.1K
Central Pacific Bank - Trust Division25
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
Avior Wealth Management, LLC
442,037$30.8M0.8%ETFMediumOmaha, NE2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
254,611$17.8M2.9%ETFMediumMansfield, OH2026-10-09
Citigroup Inc
64,375$4.5M0.0%CoreMediumNew York, NY2026-11-04
Independent Financial Group, LLC
63,850$4.5M0.1%GrowthLowSan Diego, CA2026-10-13
Sovran Advisors, LLC
54,959$4.1M0.3%ETFMediumSan Diego, CA2026-11-02
Cambridge Investment Research Advisors, Inc.
37,932$2.6M0.0%ETFLowFairfield, IA2026-11-02
Advisory Solutions Group, LLC
27,352$1.9M0.4%ETFN/APlymouth, MN2026-10-14
Commonwealth Equity Services, LLC
26,732$1.9M0.0%ETFLowWaltham, MA2026-11-02
USAdvisors Wealth Management, LLC
26,162$1.8K0.0%ETFLowEden Prairie, MN2026-10-21
Roman Butler Fullerton & Co
24,831$1.8M0.4%GrowthMediumSt Louis, MO2026-10-27
Wealth Enhancement Trust Services, Inc.
24,102$1.7M0.2%GrowthMediumSioux Falls, SD2026-10-07
Solutions 4 Wealth, Ltd
22,703$1.6M1.9%ETFMediumSouthlake, TX2026-11-03
Key Client Fiduciary Advisors, LLC
18,856$1.3M0.4%ValueMediumFairfield, NJ2026-10-19
Breakwater Capital Group
18,037$1.3M0.1%ETFLowParamus, NJ2026-10-09
LexAurum Advisors, LLC
13,642$951.6K0.1%ETFLowOverland Park, KS2026-10-19
Armbruster Capital Management, Inc.
8,749$610.2K0.1%ETFVery LowPittsford, NY2026-10-19
J.M. Arbour, LLC
8,294$578.5K0.5%CoreHighGardiner, ME2026-11-05
Cornerstone Wealth Management, LLC
7,168$500.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
Sigma Planning Corp
6,699$467.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Guidance Capital, Inc
6,565$492.0K0.1%ETFMediumLousville, KY2026-11-03
Signature Estate & Investment Advisors LLC
6,346$442.6K0.0%ETFMediumLos Angeles, CA2026-10-13
Carlson Financial, Inc.
5,980$417.1K0.2%GrowthLowCanby, OR2026-11-05
Comprehensive Financial Planning, Inc.
5,946$414.7K0.2%Agg GrowthLowEast Petersburg, PA2026-10-27
Moneco Advisors, LLC
5,537$386.2K0.0%ETFLowFairfield, CT2026-11-05
Stackstone Wealth, LLC
4,142$288.9K0.0%CoreN/ADubuque, IA2026-10-19
RFG Advisory, LLC
3,215$224.2K0.0%ETFMediumBirmingham, AL2026-11-03
Caldwell Trust Co
3,210$223.9K0.0%GrowthLowVenice, FL2026-10-30
Provident Living Financial Services, Inc.
3,138$233.1K0.2%GARPLowLehi, UT2026-11-03
Kestra Advisory Services, LLC
3,099$216.2K0.0%CoreLowAustin, TX2026-11-02
Westover Capital Advisors, LLC
2,920$203.7K0.0%MomentumLowWilmington, DE2026-10-26
Golden State Wealth Management, LLC
2,074$144.7K0.0%ETFMediumSanta Ana, CA2026-11-02
True Wealth Design, LLC
1,665$116.1K0.0%ETFMediumAkron, OH2026-10-13
Harbor Investment Advisory, LLC
1,390$97.0K0.0%GrowthLowLutherville, MD2026-10-13
Ascentis Wealth Management, LLC
498$34.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Beacon Capital Management, Inc.
381$26.6K0.0%ETFMediumDayton, OH2026-10-13
Catherine Avery Investment Management LLC
217$15.1K0.0%CoreMediumLongboat Key, FL2026-10-14
Central Pacific Bank - Trust Division
25$1.7K0.0%CoreMediumHonolulu, HI2026-10-06