Who Owns INV SP MDCP MOMNTM ETF (XMMO)? -- Institutional Holders (2026-06-30)

507 institutions reported holding $5.24B of INV SP MDCP MOMNTM ETF (XMMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($696.8M), MORGAN STANLEY ($402.9M), Cetera Investment Advisers ($257.0M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($233.4M), WELLS FARGO & COMPANY/MN ($228.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$696.8M4.1MAdded
2MORGAN STANLEY$402.9M2.4MAdded
3Cetera Investment Advisers$257.0M1.5MAdded
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$233.4M1.4MAdded
5WELLS FARGO & COMPANY/MN$228.9M1.3MAdded
6RAYMOND JAMES FINANCIAL INC$221.0M1.3MAdded
7ENVESTNET ASSET MANAGEMENT INC$220.5M1.3MAdded
8AMERIPRISE FINANCIAL INC$172.7M1.0MAdded
9BANK OF AMERICA CORP /DE/$170.2M1.0MAdded
10OSAIC HOLDINGS, INC.$151.9M892,567Added
11VANTAGEPOINT INVESTMENT ADVISERS LLC$150.0M881,795Trimmed
12JONES FINANCIAL COMPANIES LLLP$139.6M835,694Added
13Royal Bank of Canada$86.3M507,500Added
14MML INVESTORS SERVICES, LLC$78.3M460,191Added
15Cambridge Investment Research Advisors, Inc.$74.1M435,788Added
16COMMONWEALTH EQUITY SERVICES, LLC$62.6M368,061Added
17STIFEL FINANCIAL CORP$62.1M365,151Added
18GREAT VALLEY ADVISOR GROUP, INC.$60.2M353,974Added
19HighTower Advisors, LLC$59.3M348,431Added
20UBS Group AG$58.1M341,475Added
21AFFINITY WEALTH MANAGEMENT LLC$54.5M320,484Trimmed
22Private Advisor Group, LLC$45.3M266,130Added
23Clark Capital Management Group, Inc.$35.7M209,806Trimmed
24TWO SIGMA INVESTMENTS, LP$33.5M196,900New
25AssuredPartners Investment Advisors, LLC$32.1M188,397Added

Source: SEC Form 13F filings · as of 2026-06-30