Who Owns INV SP M/C VAL MOMN ETF (XMVM)? -- Institutional Holders (2026-06-30)

110 institutions reported holding $314.6M of INV SP M/C VAL MOMN ETF (XMVM) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($44.7M), LPL Financial LLC ($44.3M), Avior Wealth Management, LLC ($29.1M), Foundations Investment Advisors, LLC ($20.3M), RAYMOND JAMES FINANCIAL INC ($20.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$44.7M630,521Added
2LPL Financial LLC$44.3M624,819Added
3Avior Wealth Management, LLC$29.1M409,737Trimmed
4Foundations Investment Advisors, LLC$20.3M286,584Added
5RAYMOND JAMES FINANCIAL INC$20.0M282,185Added
6AMERIPRISE FINANCIAL INC$19.0M268,115Added
7Whitaker-Myers Wealth Managers, LTD.$16.4M230,965Added
8MORGAN STANLEY$16.3M229,287Added
9NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.6M177,881Added
10Cetera Investment Advisers$6.5M92,254Added
11Royal Bank of Canada$5.4M75,667Trimmed
12OSAIC HOLDINGS, INC.$4.8M67,662Added
13INDEPENDENT FINANCIAL GROUP, LLC$4.6M64,207Trimmed
14Equitable Holdings, Inc.$4.2M59,209Added
15JONES FINANCIAL COMPANIES LLLP$4.0M55,906Added
16CAPTRUST FINANCIAL ADVISORS$3.8M53,660Trimmed
17CITIGROUP INC$3.5M49,580Added
18Thrivent Financial for Lutherans$3.3M46,118Added
19WELLS FARGO & COMPANY/MN$3.2M45,787Added
20Sovran Advisors, LLC$3.0M39,807Added
21WESCAP Management Group, Inc.$2.8M39,904Added
22Cambridge Investment Research Advisors, Inc.$2.5M35,789Trimmed
23Everest Financial Group LLC$2.5M35,072Trimmed
24MONEY CONCEPTS CAPITAL CORP$2.1M30,247Trimmed
25COMMONWEALTH EQUITY SERVICES, LLC$2.0M28,031Trimmed

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