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Invesco S&P Midcap LOW Volat (XMLV)

CUSIP: 46138E198 | NYSE | 655 institutional holders

Quarters

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

Cambridge Investment Research Advisors, Inc.489,360
0.2% of portfolio›$30.8M
Brookstone Capital Management271,077
0.2% of portfolio›$17.1M
Dorval Corp269,836
4.9% of portfolio›$17.0M
Commonwealth Equity Services, LLC153,165
0.0% of portfolio›$9.6M
PFS Partners, LLC133,855
3.4% of portfolio›$8.4M
CX Institutional116,975
0.2% of portfolio›$7.4K
Lmcg Investments, LLC50,797
0.2% of portfolio›$3.2M
Prime Capital Investment Advisors, LLC40,788
0.0% of portfolio›$2.6M
Johnson & White Wealth Management, LLC33,704
0.8% of portfolio›$2.1M
MassMutual Private Wealth & Trust, FSB25,709
0.0% of portfolio›$1.6M
Investment Partners Asset Management, Inc.24,950
0.8% of portfolio›$1.6M
JFS Wealth Advisors, LLC20,679
0.1% of portfolio›$1.3M
Golden State Wealth Management, LLC19,229
0.1% of portfolio›$1.2M
Tempo Wealth, LLC18,998
0.1% of portfolio›$1.2M
Schear Investment Advisers, LLC18,998
0.1% of portfolio›$1.2M
Visionary Wealth Advisors13,764
0.0% of portfolio›$866.7K
Kestra Advisory Services, LLC13,564
0.0% of portfolio›$854.2K
1900 Wealth Management LLC13,220
0.0% of portfolio›$832.5K
Carlson Financial, Inc.12,803
0.4% of portfolio›$806.2K
Clear Creek Financial Management, LLC12,509
0.1% of portfolio›$787.7K
Daiwa Securities Group Inc.12,000
0.0% of portfolio›$755.6K
Portland Financial Advisors Inc11,089
1.2% of portfolio›$698.3K
Well Done, LLC10,480
0.1% of portfolio›$659.9K
Citigroup Inc10,170
0.0% of portfolio›$640.4K
Sculati Wealth Management, LLC10,097
0.2% of portfolio›$644.3K
Choreo, LLC8,620
0.0% of portfolio›$542.8K
Spectrum Wealth Advisory Group, LLC7,932
0.1% of portfolio›$499.5K
Syntegra Private Wealth Group, LLC7,914
0.0% of portfolio›$498.3K
Wealthcare Advisory Partners LLC7,887
0.0% of portfolio›$496.6K
Wealth Enhancement Advisory Services, LLC7,731
0.0% of portfolio›$490.5K
Sheets Smith Wealth Management7,604
0.1% of portfolio›$478.9K
Destiny Capital Corp7,597
0.2% of portfolio›$478.4K
ERn Financial, LLC7,457
0.1% of portfolio›$469.6K
Creative Planning7,440
0.0% of portfolio›$468.5K
Dynamic Advisor Solutions LLC6,702
0.0% of portfolio›$422.0K
Ashton Thomas Private Wealth, LLC6,546
0.0% of portfolio›$412.2K
Jacobi Capital Management LLC6,545
0.0% of portfolio›$412.1K
Park Avenue Securities LLC6,146
0.0% of portfolio›$387.0K
Summit Wealth Group LLC / Co5,623
0.0% of portfolio›$354.1K
Fifth Third Bancorp5,601
0.0% of portfolio›$352.7K
Blue Trust, Inc.5,587
0.0% of portfolio›$351.8K
Accel Wealth Management5,486
0.1% of portfolio›$345.4K
Whitaker-Myers Wealth Managers, Ltd.5,314
0.1% of portfolio›$334.6K
D.A. Davidson & Co.5,172
0.0% of portfolio›$325.7K
Pacific Center for Financial Services4,479
0.1% of portfolio›$282.1K
High Net Worth Advisory Group LLC4,450
0.1% of portfolio›$280.2K
Meridian Financial Advisors, LLC4,411
0.1% of portfolio›$277.8K
ATX Financial Planning, LLC4,382
0.2% of portfolio›$275.9K
TopTier Wealth Management, LLC4,376
0.2% of portfolio›$275.5K
Sensible Money, LLC4,275
0.1% of portfolio›$269.2K
Asset Dedication, LLC4,275
0.0% of portfolio›$269.2K
Pinnacle Bancorp, Inc.4,200
0.1% of portfolio›$264.5K
Kestra Private Wealth Services, LLC4,028
0.0% of portfolio›$253.6K
Trilogy Capital Inc.4,006
0.0% of portfolio›$252.3K
Brown, Lisle Ings, Inc.2,944
0.0% of portfolio›$185.4K
SRH Advisors, LLC2,750
0.0% of portfolio›$173.2K
Farther Finance Advisors, LLC2,571
0.0% of portfolio›$161.9K
Hazlett, Burt & Watson, Inc.2,021
0.1% of portfolio›$127.0K
Gen-Wealth Partners Inc1,833
0.0% of portfolio›$115.4K
US Bancorp \de\1,385
0.0% of portfolio›$87.2K
Evolution Wealth Management Inc.940
0.0% of portfolio›$59.2K
Capital Investment Advisory Services, LLC725
0.0% of portfolio›$46.1K
Laurel Wealth Advisors LLC638
0.0% of portfolio›$40.2K
Dhjj Financial Advisors, Ltd.535
0.0% of portfolio›$33.7K
Capital Advisors, Ltd. LLC525
0.0% of portfolio›$33.0K
Larson Financial Group LLC493
0.0% of portfolio›$31.0K
DT Investment Partners, LLC480
0.0% of portfolio›$30.2K
Comprehensive Financial Planning, Inc.477
0.0% of portfolio›$30.1K
Marshall & Sterling Wealth Advisors Inc.475
0.0% of portfolio›$29.9K
IFP Advisors, Inc470
0.0% of portfolio›$29.6K
City State Bank427
0.0% of portfolio›$26.9K
Allspring Global Investments Holdings, LLC338
0.0% of portfolio›$21.5K
Beacon Financial Strategies Corp329
0.0% of portfolio›$20.7K
Roxbury Financial LLC307
0.0% of portfolio›$19.3K
Trust Co of Vermont250
0.0% of portfolio›$15.7K
Creative Financial Designs Inc178
0.0% of portfolio›$11.2K
Southern Michigan Bank & Trust162
0.0% of portfolio›$10.2K
Tsfg, LLC150
0.0% of portfolio›$9
Spire Wealth Management145
0.0% of portfolio›$9.1K
Hilton Head Capital Partners, LLC133
0.0% of portfolio›$8.4K
Biltmore Family Office, LLC100
0.0% of portfolio›$6.3K
Assetmark, Inc95
0.0% of portfolio›$6.0K
CoreCap Advisors, LLC76
0.0% of portfolio›$4.8K
Livelsberger Financial Advisory59
0.0% of portfolio›$3.7K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
489,360$30.8M0.2%ETFLowFairfield, IA2026-11-02
Brookstone Capital Management
271,077$17.1M0.2%ETFMediumWheaton, IL2026-10-22
Dorval Corp
269,836$17.0M4.9%ETFLowMaple Grove, MN2026-10-29
Commonwealth Equity Services, LLC
153,165$9.6M0.0%ETFLowWaltham, MA2026-11-02
PFS Partners, LLC
133,855$8.4M3.4%ETFVery LowMine Hill, NJ2026-10-21
CX Institutional
116,975$7.4K0.2%CoreMediumAuburn, IN2026-10-02
Lmcg Investments, LLC
50,797$3.2M0.2%CoreLowBoston, MA2026-10-21
Prime Capital Investment Advisors, LLC
40,788$2.6M0.0%ETFLowOverland Park, KS2026-10-20
Johnson & White Wealth Management, LLC
33,704$2.1M0.8%ETFVery LowYork, PA2026-11-03
MassMutual Private Wealth & Trust, FSB
25,709$1.6M0.0%CoreLowSpringfield, MA2026-10-05
Investment Partners Asset Management, Inc.
24,950$1.6M0.8%CoreLowMetuchen, NJ2026-10-09
JFS Wealth Advisors, LLC
20,679$1.3M0.1%ETFVery LowHermitage, PA2026-11-03
Golden State Wealth Management, LLC
19,229$1.2M0.1%ETFMediumSanta Ana, CA2026-11-02
Tempo Wealth, LLC
18,998$1.2M0.1%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
18,998$1.2M0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Visionary Wealth Advisors
13,764$866.7K0.0%ETFLowO'Fallon, IL2026-11-04
Kestra Advisory Services, LLC
13,564$854.2K0.0%CoreLowAustin, TX2026-11-02
1900 Wealth Management LLC
13,220$832.5K0.0%ETFLowSan Antonio, TX2026-10-13
Carlson Financial, Inc.
12,803$806.2K0.4%GrowthLowCanby, OR2026-11-05
Clear Creek Financial Management, LLC
12,509$787.7K0.1%ETFMediumSilverdale, WA2026-10-28
Daiwa Securities Group Inc.
12,000$755.6K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Portland Financial Advisors Inc
11,089$698.3K1.2%ETFVery LowPort Washington, NY2026-10-26
Well Done, LLC
10,480$659.9K0.1%ETFLowHolland, MI2026-10-20
Citigroup Inc
10,170$640.4K0.0%CoreMediumNew York, NY2026-11-04
Sculati Wealth Management, LLC
10,097$644.3K0.2%CoreLowBloomfield Hills, MI2026-10-19
Choreo, LLC
8,620$542.8K0.0%IndexLowRockford, IL2026-10-28
Spectrum Wealth Advisory Group, LLC
7,932$499.5K0.1%ETFMediumGranite Bay, CA2026-10-29
Syntegra Private Wealth Group, LLC
7,914$498.3K0.0%ETFLowChesterfield, MO2026-10-13
Wealthcare Advisory Partners LLC
7,887$496.6K0.0%ETFLowWest Chester, PA2026-10-21
Wealth Enhancement Advisory Services, LLC
7,731$490.5K0.0%CoreLowPlymouth, MN2026-10-13
Sheets Smith Wealth Management
7,604$478.9K0.1%CoreLowWinston-Salem, NC2026-10-16
Destiny Capital Corp
7,597$478.4K0.2%ETFVery LowDenver, CO2026-11-03
ERn Financial, LLC
7,457$469.6K0.1%ETFVery LowMiddleton, WI2026-10-28
Creative Planning
7,440$468.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Dynamic Advisor Solutions LLC
6,702$422.0K0.0%ETFLowPhoenix, AZ2026-10-13
Ashton Thomas Private Wealth, LLC
6,546$412.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Jacobi Capital Management LLC
6,545$412.1K0.0%CoreLowPittston, PA2026-11-05
Park Avenue Securities LLC
6,146$387.0K0.0%ETFMediumNew York, NY2026-10-26
Summit Wealth Group LLC / Co
5,623$354.1K0.0%ETFHighColorado Springs, CO2026-10-29
Fifth Third Bancorp
5,601$352.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Blue Trust, Inc.
5,587$351.8K0.0%ETFLowBrentwood, TN2026-10-15
Accel Wealth Management
5,486$345.4K0.1%ETFLowWaverly, IA2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
5,314$334.6K0.1%ETFMediumMansfield, OH2026-10-09
D.A. Davidson & Co.
5,172$325.7K0.0%CoreLowGreat Falls, MT2026-10-28
Pacific Center for Financial Services
4,479$282.1K0.1%ETFMediumDanville, CA2026-10-15
High Net Worth Advisory Group LLC
4,450$280.2K0.1%ETFVery LowNaples, FL2026-10-26
Meridian Financial Advisors, LLC
4,411$277.8K0.1%ETFVery LowHolliston, MA2026-10-14
ATX Financial Planning, LLC
4,382$275.9K0.2%ETFHighAustin, TX2026-10-14
TopTier Wealth Management, LLC
4,376$275.5K0.2%ETFVery LowMuskego, WI2026-10-16
Sensible Money, LLC
4,275$269.2K0.1%ETFVery LowScottsdale, AZ2026-10-20
Asset Dedication, LLC
4,275$269.2K0.0%ETFLowSan Francisco, CA2026-11-03
Pinnacle Bancorp, Inc.
4,200$264.5K0.1%CoreVery LowBeatrice, NE2026-10-21
Kestra Private Wealth Services, LLC
4,028$253.6K0.0%GrowthLowAustin, TX2026-10-30
Trilogy Capital Inc.
4,006$252.3K0.0%ETFMediumIrvine, CA2026-10-20
Brown, Lisle Ings, Inc.
2,944$185.4K0.0%CoreVery LowProvidence, RI2026-10-16
SRH Advisors, LLC
2,750$173.2K0.0%ETFVery LowSalina, KS2026-10-22
Farther Finance Advisors, LLC
2,571$161.9K0.0%IndexLowSan Francisco, CA2026-10-08
Hazlett, Burt & Watson, Inc.
2,021$127.0K0.1%CoreVery LowWheeling, WV2026-11-04
Gen-Wealth Partners Inc
1,833$115.4K0.0%CoreLowZeeland, MI2026-11-04
US Bancorp \de\
1,385$87.2K0.0%IndexLowMinneapolis, MN2026-11-05
Evolution Wealth Management Inc.
940$59.2K0.0%ETFMediumFort Myers, FL2026-10-28
Capital Investment Advisory Services, LLC
725$46.1K0.0%CoreMediumRaleigh, NC2026-10-30
Laurel Wealth Advisors LLC
638$40.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Dhjj Financial Advisors, Ltd.
535$33.7K0.0%ETFVery LowNaperville, IL2026-10-23
Capital Advisors, Ltd. LLC
525$33.0K0.0%ETFLowShaker Heights, OH2026-10-27
Larson Financial Group LLC
493$31.0K0.0%GrowthLowSt Louis, MO2026-11-05
DT Investment Partners, LLC
480$30.2K0.0%ETFVery LowChadds Ford, PA2026-10-27
Comprehensive Financial Planning, Inc.
477$30.1K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Marshall & Sterling Wealth Advisors Inc.
475$29.9K0.0%ETFMediumPoughkeepsie, NY2026-10-28
IFP Advisors, Inc
470$29.6K0.0%GrowthLowTampa, FL2026-10-16
City State Bank
427$26.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Allspring Global Investments Holdings, LLC
338$21.5K0.0%CoreMediumCharlotte, NC2026-11-04
Beacon Financial Strategies Corp
329$20.7K0.0%ETFVery LowRaleigh, NC2026-10-14
Roxbury Financial LLC
307$19.3K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Trust Co of Vermont
250$15.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Creative Financial Designs Inc
178$11.2K0.0%ETFMediumKokomo, IN2026-11-04
Southern Michigan Bank & Trust
162$10.2K0.0%ETFLowColdwater, MI2026-10-19
Tsfg, LLC
150$90.0%ETFLowLake Forest, IL2026-10-23
Spire Wealth Management
145$9.1K0.0%GrowthMediumMclean, VA2026-10-30
Hilton Head Capital Partners, LLC
133$8.4K0.0%CoreMediumHilton Head Island, SC2026-10-23
Biltmore Family Office, LLC
100$6.3K0.0%GrowthLowCharlotte, NC2026-11-03
Assetmark, Inc
95$6.0K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
76$4.8K0.0%ETFMediumSouthfield, MI2026-10-08
Livelsberger Financial Advisory
59$3.7K0.0%YieldVery LowAshland, OH2026-10-28