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Disclosery

IDMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

287 managers (288 13F filers) reported a position in IDMO shares at 2026-06-30, 44,643,870 shares in all. 44 filers opened a position and 29 filers sold out during the quarter.

Managers
287
13F filers
288
New
44
Added
168
Reduced
49
Sold out
29
Shares held by filers
44,643,870

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC6,703,162$404M0.09%+1,080,65413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,522,215$212M0.11%+387,58513F-HRTimelineGroup
Cetera Investment Advisers2,267,920$137M0.12%+169,49113F-HRTimeline
SHP Wealth Management2,044,639$123M8.48%+40,68613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,562,547$94.2M0.03%+73,35813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.1,553,226$93.6M1.48%+161,70213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,394,238$84.1M0.01%+359,85813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.925,783$55.8M0.33%+200,69113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.861,279$51.9M0.06%+224,79713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC804,670$48.5M0.06%+84,68413F-HRTimeline
HighTower Advisors, LLC713,099$43M0.04%+147,77413F-HRTimeline
MML INVESTORS SERVICES, LLC704,192$42.5M0.09%+190,94313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC628,079$37.9M0.01%+68,16413F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC624,654$37.7M7.1%+30,04513F-HRTimeline
Cambridge Investment Research Advisors,…623,770$37.6M0.08%+46,89713F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/612,147$36.9M<0.01%+76,54213F-HRTimelineGroup
Drake & Associates, LLC598,229$36.1M6.08%+49,67413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV503,718$30.4M3.26%+20,74013F-HRTimeline
Gratus Wealth Advisors, LLC470,420$28.4M3.61%+13,60413F-HRTimeline
MANCHESTER FINANCIAL INC463,576$27.9M4.98%+7,56413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN459,347$27.7M<0.01%+101,26813F-HRTimelineGroup
Modern Wealth Management, LLC457,489$27.6M0.33%+209,47513F-HRTimeline
Retirement Management Systems Inc.435,488$26.3M5.38%+30,08213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.432,402$26.1M4.35%+34,67913F-HRTimeline
Rooted Wealth Advisors, Inc.428,286$25.8M6.32%+49,11613F-HRTimeline
Insight Wealth Strategies, LLC385,732$23.1M2.25%+17,22213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding383,049$23.1M+35,562Timeline
MERCER GLOBAL ADVISORS INC /ADV369,409$22.3M0.03%+66,42213F-HR/ATimeline
AFFINITY WEALTH LLC341,315$20.6M11.05%+19,26213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…340,977$20.5M0.03%+21,05613F-HRTimeline
D'Orazio & Associates, Inc.321,925$19.4M2.25%+38,24413F-HRTimeline
Three Cord True Wealth Management, LLC313,992$18.9M9.01%+23,98113F-HRTimeline
Private Advisor Group, LLC285,327$17.2M0.08%-25,93813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD279,800$16.9M0.04%new13F-HRTimelineGroup
Bucket List Wealth Management, LLC253,224$15.3M7.52%+38,35713F-HRTimeline
Janney Montgomery Scott LLC249,475$15M0.03%+38,17113F-HRTimeline
Clark Wealth Partners239,167$14.4M8.14%+3,24813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC237,623$14.3M0.97%+9,51013F-HRTimeline
Kovack Advisors, Inc.237,623$14.2M0.68%+5,09713F-HRTimeline
StoneCrest Wealth Management, Inc.224,418$13.5M4.32%-1,09013F-HRTimeline
Kingsview Wealth Management, LLC224,057$13.5M0.16%+35,23713F-HRTimeline
Amplius Wealth Advisors, LLC222,327$13.4M0.98%+30,53413F-HRTimeline
Meridian Wealth Management, LLC220,360$13.3M0.41%+57,90213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC200,000$12.1M0.01%+116,96313F-HRTimelineGroup
Cyr Financial Inc.199,919$12.1M6.28%+10,20513F-HRTimeline
Per Stirling Capital Management, LLC.198,739$12M1.14%-1,10913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…191,933$11.6M0.02%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.187,716$11.3M0.44%+1,20413F-HRTimeline
Segment Wealth Management, LLC184,417$11.1M0.58%+174,65713F-HRTimeline
AAF Wealth Management, LLC183,135$11M4.07%new13F-HRTimeline
CPA Asset Management Group, LLC176,931$10.7M3.07%+126,61513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED174,816$10.5M0.64%+3,38613F-HRTimeline
Tidemark, LLC174,610$10.5M2.37%+7,22613F-HRTimeline
Integrated Wealth Concepts LLC173,493$10.5M0.05%+125,66413F-HRTimeline
Welch Financial Planning, LLC170,302$10.3M5.98%+64,14013F-HRTimeline
Dogwood Wealth Management LLC160,272$9.66M3.81%+14,21313F-HRTimeline
Systelligence, LLC156,673$9.45M1.58%-8,46213F-HRTimeline
Trademark Financial Management, LLC156,389$9.43M3.86%+19,95713F-HRTimeline
IFC & Insurance Marketing, Inc.151,715$9.15M8.05%+11,48713F-HRTimeline
Hidden Cove Wealth Management, LLC148,674$8.96M4.94%+24,63613F-HRTimeline
RFG Advisory, LLC142,809$8.61M0.13%-427,61613F-HRTimeline
Simplicity Wealth,LLC135,229$8.15M0.28%new13F-HRTimeline
WealthCare Investment Partners, LLC131,304$7.92M1.92%-4,09013F-HRTimeline
SMITH, MOORE & CO.128,251$7.73M0.5%+36,85413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management127,504$7.69M0.99%-21,59313F-HRTimelineGroup
Legend Financial Advisors, Inc.124,008$7.48M4.25%-1,15813F-HRTimeline
USAdvisors Wealth Management, LLC123,531$7.45M2.14%+34,30013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management119,574$7.21M0.07%-113,23513F-HRTimelineGroup
Waverly Advisors, LLC109,942$6.63M0.04%+108,64913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC109,103$6.58M0.12%+41,78413F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC106,560$6.42M3.53%+26,73613F-HRTimeline
Horizon Investment Services, LLC104,834$6.32M1.76%+5,07313F-HRTimeline
San Luis Wealth Advisors LLC104,703$6.31M0.95%+13,06413F-HRTimeline
HARBOUR INVESTMENTS, INC.101,105$6.1M0.08%-23,70413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,454$6.06M0.01%-30513F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …99,639$6M2.92%+2,41413F-HRTimeline
Sigma Planning Corp94,459$5.69M0.14%+2,02213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC91,400$5.51M<0.01%-63,70413F-HRTimelineGroup
Westwind Capital90,867$5.48M1.3%+4,15613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC90,295$5.44M0.26%+3,12913F-HRTimeline
Urban Wealth Management, LLC84,462$5.09M4.44%+2,71113F-HRTimeline
Embree Financial Group83,859$5.06M0.51%+32,22513F-HRTimeline
Performance Wealth Partners, LLC83,189$5.02M0.12%+17,81413F-HRTimeline
&PARTNERS79,807$4.81M0.02%+7,37313F-HRTimeline
Greenline Wealth Management LLC78,441$4.73M3.89%+8,05413F-HRTimeline
Paladin Advisory Group, LLC77,840$4.69M3.12%+1,50113F-HRTimeline
Cedar Wealth Management, LLC76,766$4.63M1.19%+27,89313F-HRTimeline
IFG Advisory, LLC75,772$4.57M0.16%new13F-HRTimeline
Perigon Wealth Management, LLC73,891$4.45M0.07%+9,31113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,011$4.34M<0.01%-1,85613F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.70,398$4.24M0.16%+8,47313F-HRTimeline
CPWA, LLC68,731$4.14M4.81%+1,38213F-HRTimeline
Professional Financial Advisors, LLC68,552$4.13M0.71%+2,87713F-HRTimeline
Riverstone Advisors, LLC68,484$4.13M1.71%+17,90113F-HRTimeline
Able Wealth Management LLC67,724$4.08M0.94%-33,84413F-HRTimeline
GTS SECURITIES LLC67,491$4.07M0.09%+37,78613F-HRTimeline
AssuredPartners Investment Advisors, LLC67,249$4.05M0.39%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC67,117$4.05M0.21%-3,35613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.63,204$3.81M2.26%-3,20713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC62,634$3.78M2.81%+1,68413F-HRTimeline
PCG Wealth Advisors, LLC62,617$3.78M0.84%-4,08413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,079$3.74M<0.01%+3,67813F-HRTimelineGroup
WJ Wealth Management, LLC61,478$3.71M1.46%-19113F-HRTimeline
RDA Financial Network60,213$3.63M0.79%+3,46513F-HRTimeline
WPG Advisers, LLC59,640$3.6M2.11%+11,48713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC58,937$3.55M0.08%+8,15013F-HRTimelineGroup
Tempus Wealth Planning, LLC56,380$3.4M0.67%+26,73013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA55,788$3.36M<0.01%+7,69813F-HRTimelineGroup
OPTIMA CAPITAL LLC54,979$3.31M1.31%+3,77113F-HRTimeline
Faithward Advisors, LLC53,883$3.25M0.4%+1,75313F-HRTimeline
Hennion & Walsh Asset Management, Inc.124,712$3.06M0.09%new13F-HRTimeline
Gladstone Institutional Advisory LLC47,465$2.86M0.09%+2,00913F-HRTimeline
Linscomb Wealth, Inc.47,105$2.84M0.12%+18,14213F-HRTimeline
Meriwether Wealth & Planning, LLC46,140$2.78M1.38%+6,84313F-HRTimeline
Sanctuary Advisors, LLC45,873$2.77M0.01%+1,51113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC44,519$2.68M1.23%+5,06413F-HRTimeline
HBW ADVISORY SERVICES LLC41,840$2.52M0.23%-4,39413F-HRTimeline
Avid Wealth Partners LLC41,790$2.52M1.22%-137,14813F-HRTimeline
Clear Creek Financial Management, LLC41,507$2.5M0.16%-6,45513F-HRTimeline
Annex Advisory Services, LLC41,015$2.47M0.04%+1,49113F-HRTimeline
Evergreen Wealth Partners LLC40,176$2.42M1.45%+15,43013F-HRTimeline
Westmount Partners, LLC40,000$2.41M0.53%new13F-HRTimeline
Total Clarity Wealth Management, Inc.39,210$2.36M0.46%+33,97513F-HRTimeline
Farther Finance Advisors, LLC38,599$2.33M0.02%+1,75413F-HRTimeline
Continuum Advisory, LLC38,405$2.32M0.19%+15,88613F-HRTimeline
Stillwater Private Wealth, LLC35,696$2.25M1.47%new13F-HRTimeline
Strategic Financial Concepts, LLC37,113$2.24M0.67%+2,59413F-HRTimeline
Lifetime Wealth Management P.C.36,078$2.18M1.27%+6,52713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC33,533$2.02M0.02%+5,27513F-HRTimelineGroup
Kensington Asset Management, LLC32,771$1.98M0.11%+21,60013F-HRTimeline
Betterment LLC31,775$1.92M<0.01%+5,22613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,441$1.88M<0.01%-121,43513F-HRTimelineGroup
Dana Investment Advisors, Inc.31,081$1.87M0.05%+4,04513F-HRTimeline
Steward Partners Investment Advisory, L…29,902$1.8M0.01%-13,65513F-HRTimeline
Secure Asset Management, LLC29,856$1.8M0.25%-1,40113F-HRTimeline
Astoria Portfolio Advisors LLC.29,756$1.79M0.3%+19,39813F-HRTimeline
Flagship Capital Management Inc.29,540$1.78M1.12%+83013F-HRTimeline
Tower Wealth Partners, Inc.27,018$1.63M0.8%+2,87813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,844$1.62M0.05%+4,32513F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.26,061$1.57M0.17%-38913F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,251$1.56M<0.01%new13F-HRTimelineGroup
Argent Trust Co25,558$1.54M0.04%new13F-HRTimeline
LongView Wealth Management25,504$1.54M0.39%+3,77813F-HRTimeline
Pearl Planning LLC25,372$1.53M0.7%+8,56413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS24,772$1.49M0.15%new13F-HRTimeline
LexAurum Advisors, LLC24,114$1.45M0.17%+2,90113F-HRTimeline
RiverTree Advisors, LLC23,837$1.44M0.85%+14,25813F-HRTimeline
Vestmark Advisory Solutions, Inc.23,664$1.43M0.01%new13F-HRTimeline
TOP Private Wealth LLC.23,586$1.42M1.36%13F-HRTimeline
Belpointe Asset Management LLC23,544$1.42M0.05%-10,81513F-HRTimeline
Quantinno Capital Management LP23,420$1.41M<0.01%+10,71413F-HRTimeline
Global Assets Advisory, LLC23,444$1.41M0.31%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.23,308$1.41M0.07%+5,94513F-HRTimelineGroup
CGC Financial Services, LLC22,278$1.34M0.3%+3,36513F-HRTimeline
Steelhead Wealth Management LLC21,611$1.3M0.52%+1,63113F-HRTimeline
Valued Retirements, Inc.20,855$1.26M1.13%+10313F-HRTimeline
Pachira Investments Inc.19,945$1.2M0.45%+31513F-HRTimeline
Southland Equity Partners LLC19,095$1.15M0.2%+92413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,452$1.11M0.03%+2,51313F-HRTimelineGroup
Csenge Advisory Group18,292$1.1M0.04%+6,85213F-HRTimeline
Entelevest, LLC18,108$1.09M0.96%+1,82913F-HRTimeline
WCG Wealth Advisors LLC17,805$1.07M0.03%+5,39613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,371$1.05M0.01%-23,45313F-HRTimelineGroup
Meridian Financial Advisors, LLC17,312$1.04M0.5%+6,72013F-HRTimeline
TENET WEALTH PARTNERS, LLC17,183$1.03M0.76%13F-HRTimeline
Fortis Group Advisors, LLC16,755$1.01M0.16%+1,07813F-HRTimeline
EARNED WEALTH ADVISORS, LLC16,637$1M0.06%+14313F-HRTimeline
Key Client Fiduciary Advisors, LLC16,193$976K0.28%-40913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,147$974K<0.01%+8,35513F-HRTimelineGroup
Creative Planningin group Creative Planning15,832$955K<0.01%-2,44413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC15,749$950K<0.01%-2,23713F-HRTimelineGroup
Next Level Private LLC15,573$939K0.18%-16113F-HRTimeline
Triumph Capital Management15,183$915K0.17%-1,14913F-HRTimeline
Lunt Capital Management, Inc.15,000$904K0.33%new13F-HRTimeline
Western Wealth Management, LLC14,646$883K0.03%+1,59613F-HRTimeline
Rollins Financial Advisors, LLC14,174$855K0.11%+83013F-HRTimeline
Daner Wealth Management, LLC13,278$839K0.45%-58413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,951$781K<0.01%new13F-HRTimelineGroup
Sankala Group LLC12,448$777K0.52%+6,31313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,777$770K0.01%new13F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV12,881$754K0.74%-3,14913F-HRTimeline
Berger Financial Group, Inc12,385$747K0.04%+2,53713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,807$712K<0.01%+3,01713F-HRTimelineGroup
RASP WEALTH SOLUTIONS, LLC11,731$707K0.24%13F-HRTimeline
Scarborough Advisors, LLC11,406$682K0.08%+9,54213F-HRTimeline
Fortune Financial Group, Inc.11,308$682K0.53%+6,65813F-HRTimeline
IHT Wealth Management, LLC10,779$650K0.01%+5,73813F-HRTimeline
Redhawk Wealth Advisors, Inc.10,477$632K0.06%+1,38013F-HRTimeline
Geneos Wealth Management Inc.10,455$630K0.01%+1,40513F-HRTimeline
Ausdal Financial Partners, Inc.10,202$615K0.02%+30013F-HRTimeline
Patton Albertson Miller Group, LLC9,978$602K0.06%+95813F-HRTimeline
LaSalle St. Investment Advisors, LLC9,803$591K0.07%+213F-HRTimeline
J.W. COLE ADVISORS, INC.9,798$591K0.01%new13F-HRTimeline
Madison Wealth Partners, Inc9,695$584K0.07%new13F-HRTimeline
WESPAC Advisors, LLC9,574$577K0.28%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC9,297$561K0.19%new13F-HRTimeline
Solano Wealth Investment Advisors LLC8,865$535K0.24%+81913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,776$529K0.13%-1,05413F-HRTimeline
Wall Capital Group, Inc.8,547$515K0.42%new13F-HRTimeline
Fiduciary Alliance LLC8,352$504K0.03%+85613F-HRTimeline