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Disclosery

IDMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

183 managers (184 13F filers) reported a position in IDMO shares at 2025-09-30, 22,357,866 shares in all. 53 filers opened a position and 8 filers sold out during the quarter.

Managers
183
13F filers
184
New
53
Added
98
Reduced
19
Sold out
8
Shares held by filers
22,357,866

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC3,871,573$209M0.06%+1,788,88013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,574,765$85M0.06%+891,21013F-HRTimelineGroup
Cetera Investment Advisers1,103,879$59.6M0.07%+773,81913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.562,832$30.4M0.22%+86,76713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…557,038$30.1M0.6%+14,74813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC544,519$29.4M0.02%+512,37813F-HRTimelineGroup
RFG Advisory, LLC494,956$26.7M0.55%+481,39913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC487,224$26.3M7.25%+431,62213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC482,864$26.1M0.01%+258,78613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC427,428$23.1M0.01%+88,15113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.422,563$22.6M0.03%+296,72113F-HRTimelineGroup
CWM, LLCin group CWM, LLC416,882$22.5M0.07%+79,41013F-HRTimelineGroup
Drake & Associates, LLC417,389$22.5M4.71%+80,73513F-HRTimeline
MML INVESTORS SERVICES, LLC407,212$22M0.06%+36,62113F-HRTimeline
Cambridge Investment Research Advisors,…406,026$21.9M0.06%+84,61713F-HRTimeline
McIlrath & Eck, LLC388,324$21M2.17%+31,92513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.378,498$20.4M4.46%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co358,699$19.4M<0.01%new13F-HRTimelineGroup
Rooted Wealth Advisors, Inc.316,654$17.2M5.25%new13F-HRTimeline
Insight Wealth Strategies, LLC307,218$16.6M1.95%new13F-HRTimeline
Kovack Advisors, Inc.283,589$15.3M1.44%new13F-HRTimeline
Clark Wealth Partners270,151$15M9.14%-30,39413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…268,078$14.4M0.02%+7,92913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC266,857$14.4M0.02%+112,17613F-HRTimeline
Three Cord True Wealth Management, LLC250,457$13.5M9.15%+6,93113F-HRTimeline
Systelligence, LLC248,722$13.4M2.55%+86,95013F-HRTimeline
Per Stirling Capital Management, LLC.243,427$13.1M1.57%+233,37313F-HRTimeline
D'Orazio & Associates, Inc.217,529$11.7M1.55%+168,89213F-HRTimeline
Modern Wealth Management, LLC208,279$11.2M0.22%+9,55513F-HRTimeline
StoneCrest Wealth Management, Inc.205,953$11.1M4.87%+45,47713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC193,118$10.4M0.92%+67,40713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…181,000$9.77M0.03%-4,00013F-HRTimelineGroup
ORG Partners LLC174,363$9.42M1.72%+63,21713F-HRTimeline
Able Wealth Management LLC164,208$8.87M3.33%+68,05613F-HRTimeline
Cyr Financial Inc.162,745$8.79M6%+4,11313F-HRTimeline
Amplius Wealth Advisors, LLC160,469$8.66M0.75%+15,12213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED158,340$8.55M0.64%+12,37413F-HRTimeline
HighTower Advisors, LLC157,102$8.48M0.01%new13F-HRTimeline
Sonoma Allocations LLC140,339$7.48M2.72%13F-HRTimeline
Meridian Wealth Management, LLC134,594$7.27M0.28%new13F-HRTimeline
Kingsview Wealth Management, LLC128,771$6.95M0.11%+117,86113F-HRTimeline
CENTAURUS FINANCIAL, INC.121,580$6.56M0.31%+6,75113F-HRTimeline
Legend Financial Advisors, Inc.118,394$6.39M3.92%+90913F-HRTimeline
HARBOUR INVESTMENTS, INC.115,705$6.25M0.14%+4,74713F-HRTimeline
Dogwood Wealth Management LLC112,738$6.09M2.77%+12,84713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.111,106$6M<0.01%+32,79713F-HRTimelineGroup
Atria Investments, Inc109,644$5.92M0.07%+35,36113F-HRTimeline
Redhawk Wealth Advisors, Inc.109,630$5.92M0.69%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…108,753$5.87M0.01%+74,33213F-HRTimelineGroup
Western Wealth Management, LLC107,156$5.79M0.31%+10,88313F-HRTimeline
WJ Wealth Management, LLC105,026$5.66M2.49%+54,43813F-HR/ATimeline
Trademark Financial Management, LLC103,567$5.59M3.25%+6,26613F-HRTimeline
Janney Montgomery Scott LLC99,469$5.37M0.01%+56,49913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management97,252$5.25M0.06%+7,56413F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management97,132$5.24M0.74%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC94,836$5.12M0.01%-454,96413F-HRTimelineGroup
WealthCare Investment Partners, LLC92,683$5.02M1.63%+50,33113F-HRTimeline
Private Advisor Group, LLC90,430$4.88M0.02%+5,02313F-HRTimeline
SMITH, MOORE & CO.83,195$4.49M0.34%+3,11813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC82,433$4.45M0.3%+1,14213F-HRTimeline
Horizon Investment Services, LLC81,711$4.41M1.67%+7,50013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding81,447$4.4M+76,124Timeline
Sigma Planning Corp77,668$4.19M0.12%+19,46613F-HRTimeline
Professional Financial Advisors, LLC68,188$3.68M0.77%+5213F-HRTimeline
Sowell Financial Services LLC67,391$3.64M0.14%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,260$3.47M<0.01%+4,97313F-HRTimelineGroup
IFG Advisory, LLC61,034$3.3M0.15%new13F-HRTimeline
TruWealth Advisors, LLC60,504$3.27M0.17%+52,84713F-HRTimeline
OPTIMA CAPITAL LLC58,986$3.18M1.54%new13F-HRTimeline
USAdvisors Wealth Management, LLC58,050$3.13M1.08%-3,97313F-HRTimeline
Integrated Wealth Concepts LLC53,362$2.88M0.03%+31,27513F-HRTimeline
OLD MISSION CAPITAL LLC53,302$2.88M0.1%new13F-HRTimeline
Farther Finance Advisors, LLC49,490$2.67M0.04%+47,01813F-HRTimeline
RDA Financial Network48,653$2.63M0.65%+5,97113F-HRTimeline
Mariner, LLCin group Mariner, LLC48,526$2.62M<0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC47,464$2.56M0.22%-16,53413F-HRTimeline
Gladstone Institutional Advisory LLC47,224$2.55M0.1%-1,53613F-HRTimeline
Wise Wealth Partners46,900$2.53M3.86%+2,39313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …46,638$2.52M1.42%+39,80313F-HRTimeline
Faithward Advisors, LLC46,253$2.5M0.37%+9,35813F-HRTimeline
Embree Financial Group44,216$2.39M0.32%+5,43313F-HRTimeline
WESPAC Advisors, LLC41,324$2.23M1.3%+28,05313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC39,786$2.15M0.13%+8,21613F-HRTimeline
Sanctuary Advisors, LLC37,760$2.04M0.01%new13F-HR/ATimeline
KRAEMATON INVESTMENT ADVISORS, INC35,958$1.94M1.66%+21,75713F-HRTimeline
Tidemark, LLC35,227$1.9M0.55%-102,04013F-HRTimeline
Strategic Financial Concepts, LLC31,735$1.71M0.25%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV29,000$1.57M0.98%-3313F-HRTimeline
Performance Wealth Partners, LLC28,527$1.54M0.04%+5,47213F-HRTimeline
NewEdge Advisors, LLC28,224$1.52M0.01%+53213F-HRTimeline
Steward Partners Investment Advisory, L…27,025$1.46M0.01%+3,90113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.26,367$1.42M0.06%+20,63213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,793$1.23M0.03%+5,76413F-HRTimelineGroup
Tower Wealth Partners, Inc.22,789$1.23M0.68%+1,61513F-HRTimeline
Meriwether Wealth & Planning, LLC21,058$1.14M0.66%+9,71313F-HRTimeline
Riverstone Advisors, LLC20,832$1.12M0.55%+11,38513F-HRTimeline
&PARTNERS20,228$1.09M0.01%+4,77213F-HRTimeline
Betterment LLC19,721$1.06M<0.01%+36313F-HRTimeline
Secure Asset Management, LLC19,659$1.06M0.18%new13F-HRTimeline
NAPA WEALTH MANAGEMENT19,621$1.06M0.5%new13F-HRTimeline
Perigon Wealth Management, LLC19,350$1.04M0.02%+11,70013F-HRTimeline
PCG Wealth Advisors, LLC19,106$1.03M0.3%new13F-HRTimeline
Dana Investment Advisors, Inc.18,919$1.02M0.03%+3,71913F-HRTimeline
Southland Equity Partners LLC18,184$982K0.2%+5313F-HRTimeline
Pachira Investments Inc.18,065$975K0.55%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,378$938K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,061$921K0.02%+2,11613F-HRTimelineGroup
O'Dell Group, LLC16,058$867K0.19%new13F-HRTimeline
Fortis Group Advisors, LLC15,154$817K0.14%new13F-HRTimeline
CGC Financial Services, LLC15,037$812K0.22%+1,01113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,038$758K0.01%+3,97913F-HRTimelineGroup
Valued Retirements, Inc.13,875$711K0.8%013F-HRTimeline
Key Client Fiduciary Advisors, LLC13,120$708K0.24%+3,35813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,856$694K<0.01%new13F-HRTimeline
Daner Wealth Management, LLC12,819$677K0.44%-30013F-HRTimeline
Rollins Financial Advisors, LLC11,960$646K0.1%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,952$645K<0.01%+4,02413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,953$591K0.04%-18,60513F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,535$569K0.19%new13F-HRTimeline
Brand Asset Management Group, Inc.9,926$536K0.15%-1,06213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,919$536K0.01%+25913F-HRTimelineGroup
Advisory Services Network, LLC9,503$513K0.01%+39213F-HRTimeline
Cornerstone Wealth Management, LLC9,050$489K0.03%new13F-HRTimeline
World Investment Advisors8,832$477K0.01%+25213F-HRTimeline
Creative Planningin group Creative Planning8,265$446K<0.01%+3,01113F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,185$442K0.02%+1,05213F-HRTimeline
Lunt Capital Management, Inc.7,393$399K0.15%-23,01513F-HRTimeline
GTS SECURITIES LLC7,254$392K0.02%new13F-HRTimeline
Global Retirement Partners, LLC6,674$360K0.01%+2,15113F-HRTimeline
Financial Partners Group, Inc6,568$355K0.04%new13F-HRTimeline
Solano Wealth Investment Advisors LLC6,537$353K0.17%+1,71613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,379$344K0.01%new13F-HRTimeline
Empowered Funds, LLC6,283$339K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC6,206$335K0.04%-61513F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,002$324K0.01%new13F-HRTimeline
Continuum Advisory, LLC5,858$316K0.03%+57213F-HRTimeline
Segment Wealth Management, LLC5,800$313K0.02%new13F-HRTimeline
Main Street Financial Solutions, LLC5,660$306K0.02%013F-HRTimeline
Baron Wealth Management LLC5,557$300K0.1%+48913F-HRTimeline
Orion Porfolio Solutions, LLC5,006$270K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,928$266K<0.01%-24,21913F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC4,907$264K0.05%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,771$258K<0.01%-98613F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.4,397$237K0.3%+3513F-HRTimeline
Fiduciary Alliance LLC4,300$232K0.02%new13F-HRTimeline
Berger Financial Group, Inc3,989$215K0.01%new13F-HRTimeline
May Hill Capital, LLC3,946$213K0.06%new13F-HRTimeline
HBW ADVISORY SERVICES LLC3,885$210K0.02%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,850$208K0.06%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,820$206K0.01%new13F-HRTimelineGroup
Collier Financial3,638$196K0.15%13F-HRTimeline
PRIVATE TRUST CO NA3,626$196K0.02%+2,51913F-HRTimeline
IFP Advisors, Inc3,401$184K<0.01%new13F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,596$140K<0.01%+1,21113F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,000$108K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,919$104K<0.01%+3813F-HRTimeline
MAI Capital Management1,844$99.6K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,554$83.9K<0.01%-12813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,480$79.9K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,315$71.3K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,299$70.1K0.01%+54113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,284$69.4K<0.01%+1,13413F-HR/ATimelineGroup
WPG Advisers, LLC1,025$55.3K0.04%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…927$50K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV793$42.8K<0.01%+30113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…705$38.1K0.01%013F-HRTimelineGroup
Arax Advisory Partners605$32.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC530$29K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY473$25.6K<0.01%new13F-HR/ATimelineGroup
Scarborough Advisors, LLC458$24.7K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC351$18.9K<0.01%-1213F-HRTimelineGroup
Abich Financial Wealth Management LLC300$16.2K0.01%13F-HRTimeline
Richardson Capital Management LLC270$14.6K0.01%new13F-HRTimeline
AE Wealth Management LLC248$13.4K<0.01%+24413F-HRTimeline
Aptus Capital Advisors, LLC192$10.4K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC163$9K<0.01%013F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.156$8.41K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC97$5.24K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/90$4.86K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC86$4.64K<0.01%-4513F-HRTimelineGroup
Kilter Group LLC76$4.11K<0.01%-213F-HRTimeline
NFSG Corp19$1.03K<0.01%013F-HRTimeline
CVA Family Office, LLC12$648<0.01%new13F-HRTimeline