Review the latest institutional ownership data for XMHQ based on recent 13F filings. Holdings Channel tracks 438 institutional holders of XMHQ across the most recent two holding periods in our 13F database.
The table below shows the top 50 institutional holders of XMHQ by reported position size, including share amounts, position values, and the filing period for each holder. Holder names link to each institution’s 13F portfolio page.
XMHQ institutional holders summary
- Security: XMHQ
- Institutional holders tracked: 438
- Largest reported holder shown: Vantagepoint Investment Advisers LLC
- Table includes: holder name, share amount, position value, and filing period
- Source: recent institutional 13F filings
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Vantagepoint Investment Advisers LLC | $604,390 | 06/30/2026 | |
| INVESCO EXCHANGE TRADED FUND TRUST INVESCO S&P | 3,438,541 | $309,813 | 06/30/2026 |
| INVESCO S&P MIDCAP MOMENTUM ET ETP USD | 881,795 | $150,029 | 06/30/2026 |
| XMHQ | 1,280,545 | $144,548 | 06/30/2026 |
 LPL Financial LLC | 4,069,723 | $459,390 | 06/30/2026 |
| XMHQ | 4,069,723 | $459,390 | 06/30/2026 |
| Morgan Stanley | 2,453,754 | $276,980 | 06/30/2026 |
| XMHQ | 2,453,754 | $276,980 | 06/30/2026 |
| Cetera Investment Advisers | 1,395,285 | $157,500 | 06/30/2026 |
| XMHQ | 1,395,285 | $157,500 | 06/30/2026 |
| Northwestern Mutual Wealth Management Co. | 1,209,723 | $136,554 | 06/30/2026 |
| XMHQ | 1,209,723 | $136,554 | 06/30/2026 |
| Jones Financial Companies Lllp | 1,083,543 | $120,869 | 06/30/2026 |
| XMHQ | 1,083,543 | $120,869 | 06/30/2026 |
| Ameriprise Financial Inc. | 1,065,755 | $120,322 | 06/30/2026 |
| XMHQ | 1,065,755 | $120,322 | 06/30/2026 |
| Commonwealth Equity Services LLC | 948,076 | $107,019 | 06/30/2026 |
| XMHQ | 948,076 | $107,019 | 06/30/2026 |
| Raymond James Financial Inc. | 821,987 | $92,786 | 06/30/2026 |
| XMHQ | 821,987 | $92,786 | 06/30/2026 |
| Bank of America Corp DE | 641,349 | $72,396 | 06/30/2026 |
| XMHQ | 641,349 | $72,396 | 06/30/2026 |
| Wells Fargo & Company MN | 588,075 | $66,382 | 06/30/2026 |
| XMHQ | 588,075 | $66,382 | 06/30/2026 |
| Warren Averett Asset Management LLC | 469,902 | $53,043 | 06/30/2026 |
| XMHQ | 469,902 | $53,043 | 06/30/2026 |
| TruWealth Advisors LLC | 491,754 | $50,833 | 03/31/2026 |
| XMHQ | 491,754 | $50,833 | 03/31/2026 |
| Advisor Group Holdings Inc. | 431,036 | $48,690 | 06/30/2026 |
| XMHQ | 431,036 | $48,690 | 06/30/2026 |
| Colony Group LLC | 420,269 | $47,440 | 06/30/2026 |
| XMHQ | 420,269 | $47,440 | 06/30/2026 |
| Straightline Group LLC | 370,591 | $41,832 | 06/30/2026 |
| XMHQ | 370,591 | $41,832 | 06/30/2026 |
| GWM Advisors LLC | 364,659 | $41,163 | 06/30/2026 |
| XMHQ | 364,659 | $41,163 | 06/30/2026 |
| Focus Financial Network Inc. | 348,740 | $39,366 | 06/30/2026 |
| XMHQ | 348,740 | $39,366 | 06/30/2026 |
| Equitable Trust Co. | 338,550 | $38,216 | 06/30/2026 |
| XMHQ | 338,550 | $38,216 | 06/30/2026 |
| Cambridge Investment Research Advisors Inc. | 324,821 | $36,666 | 06/30/2026 |
| XMHQ | 324,821 | $36,666 | 06/30/2026 |
| UMB Bank N A MO | 321,520 | $36,293 | 06/30/2026 |
| XMHQ | 321,520 | $36,293 | 06/30/2026 |
| Crestwood Advisors Group LLC | 302,466 | $34,142 | 06/30/2026 |
| XMHQ | 302,466 | $34,142 | 06/30/2026 |
| Royal Bank of Canada | 282,592 | $31,898 | 06/30/2026 |
| XMHQ | 282,592 | $31,898 | 06/30/2026 |
| Atlantic Union Bankshares Corp | 266,013 | $30,028 | 06/30/2026 |
| XMHQ | 266,013 | $30,028 | 06/30/2026 |
| Capital Planning Advisors LLC | 281,267 | $29,075 | 03/31/2026 |
| XMHQ | 281,267 | $29,075 | 03/31/2026 |
| SNS Financial Group LLC | 255,789 | $28,873 | 06/30/2026 |
| XMHQ | 255,789 | $28,873 | 06/30/2026 |
| HighTower Advisors LLC | 245,023 | $27,658 | 06/30/2026 |
| XMHQ | 245,023 | $27,658 | 06/30/2026 |
| Private Advisor Group LLC | 219,845 | $24,816 | 06/30/2026 |
| XMHQ | 219,845 | $24,816 | 06/30/2026 |
| Envestnet Asset Management Inc. | 211,860 | $23,915 | 06/30/2026 |
| XMHQ | 211,860 | $23,915 | 06/30/2026 |
| Trilogy Capital Inc. | 207,094 | $23,377 | 06/30/2026 |
| XMHQ | 207,094 | $23,377 | 06/30/2026 |
| Blue Water Asset Management | 198,483 | $22,405 | 06/30/2026 |
| XMHQ | 198,483 | $22,405 | 06/30/2026 |
| Kestra Advisory Services LLC | 191,531 | $21,620 | 06/30/2026 |
| XMHQ | 191,531 | $21,620 | 06/30/2026 |
| Trust Co. of Toledo NA OH | 188,122 | $21,235 | 06/30/2026 |
| XMHQ | 188,122 | $21,235 | 06/30/2026 |
| KPP Advisory Services LLC | 184,344 | $20,809 | 06/30/2026 |
| XMHQ | 184,344 | $20,809 | 06/30/2026 |
| Natixis Advisors L.P. | $20,250 | 06/30/2026 | |
| S&P500 QUALITY | 102,407 | $9,226 | 06/30/2026 |
| XMHQ | 55,440 | $6,258 | 06/30/2026 |
| S&P500 EQL WGT | 18,418 | $3,918 | 06/30/2026 |
| RAFI US 1000 ETF | 15,698 | $848 | 06/30/2026 |
| UBS Group AG | 177,006 | $19,980 | 06/30/2026 |
| XMHQ | 177,006 | $19,980 | 06/30/2026 |
| Hunter Associates Investment Management LLC | 176,086 | $19,851 | 06/30/2026 |
| XMHQ | 176,086 | $19,851 | 06/30/2026 |
| Sax Wealth Advisors LLC | 186,619 | $19,291 | 06/30/2026 |
| XMHQ | 186,619 | $19,291 | 06/30/2026 |
| NFP Retirement Inc. | 161,859 | $18,271 | 06/30/2026 |
| XMHQ | 161,859 | $18,271 | 06/30/2026 |
| Gerber Kawasaki Wealth & Investment Management | 161,101 | $18,185 | 06/30/2026 |
| XMHQ | 161,101 | $18,185 | 06/30/2026 |
| Stifel Financial Corp | 159,000 | $17,948 | 06/30/2026 |
| XMHQ | 159,000 | $17,948 | 06/30/2026 |
| WCG Wealth Advisors LLC | 149,538 | $16,880 | 06/30/2026 |
| XMHQ | 149,538 | $16,880 | 06/30/2026 |
| Prevail Innovative Wealth Advisors LLC | 148,069 | $16,714 | 06/30/2026 |
| XMHQ | 148,069 | $16,714 | 06/30/2026 |
| MML Investors Services LLC | 146,705 | $16,560 | 06/30/2026 |
| XMHQ | 146,705 | $16,560 | 06/30/2026 |
| Bleakley Financial Group LLC | 140,808 | $15,894 | 06/30/2026 |
| XMHQ | 140,808 | $15,894 | 06/30/2026 |
| Everest Financial Group LLC | 131,701 | $14,867 | 06/30/2026 |
| XMHQ | 131,701 | $14,867 | 06/30/2026 |
| Traction Financial Partners LLC | 130,921 | $14,778 | 06/30/2026 |
| XMHQ | 130,921 | $14,778 | 06/30/2026 |
| NBZ Investment Advisors LLC | 129,534 | $14,622 | 06/30/2026 |
| XMHQ | 129,534 | $14,622 | 06/30/2026 |
| CWM LLC | 140,786 | $14,553 | 03/31/2026 |
| XMHQ | 140,786 | $14,553 | 03/31/2026 |
| Clearview Wealth Management LLC | 128,187 | $14,470 | 06/30/2026 |
| XMHQ | 128,187 | $14,470 | 06/30/2026 |
