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Disclosery

IDMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

229 managers (230 13F filers) reported a position in IDMO shares at 2025-12-31, 30,466,902 shares in all. 45 filers opened a position and 16 filers sold out during the quarter.

Managers
229
13F filers
230
New
45
Added
129
Reduced
24
Sold out
16
Shares held by filers
30,466,902

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC4,549,563$253M0.07%+677,99013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,973,250$110M0.07%+398,48513F-HR/ATimelineGroup
Cetera Investment Advisers1,575,199$87.5M0.1%+471,32013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,312,503$72.9M1.4%+755,46513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC957,532$53.2M0.02%+474,66813F-HRTimelineGroup
SHP Wealth Management862,441$47.9M3.73%13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co661,999$36.8M0.01%+303,30013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.647,478$36M0.25%+84,64613F-HRTimelineGroup
RFG Advisory, LLC557,819$31M0.58%+62,86313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC548,779$30.5M8.49%+61,55513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC528,619$29.4M0.01%+101,19113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.527,597$29.3M0.04%+105,03413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC522,669$29M0.07%+115,45713F-HRTimeline
CWM, LLCin group CWM, LLC473,235$26.3M0.07%+56,35313F-HRTimelineGroup
Drake & Associates, LLC472,938$26.3M5.23%+55,54913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC469,507$26.1M0.03%+202,65013F-HRTimeline
Cambridge Investment Research Advisors,…455,015$25.3M0.07%+48,98913F-HRTimeline
MANCHESTER FINANCIAL INC453,075$25.2M4.71%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC450,000$25M0.03%+355,16413F-HRTimelineGroup
McIlrath & Eck, LLC441,833$24.6M2.28%+53,50913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.377,107$21M4.37%-1,39113F-HRTimeline
Retirement Management Systems Inc.365,121$20.3M5.19%13F-HRTimeline
Rooted Wealth Advisors, Inc.336,725$19.6M5.52%+20,07113F-HRTimeline
Insight Wealth Strategies, LLC319,537$17.8M2.04%+12,31913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…295,821$16.8M0.02%+27,74313F-HRTimeline
HighTower Advisors, LLC294,873$16.4M0.02%+137,77113F-HRTimeline
Private Advisor Group, LLC277,622$15.4M0.07%+187,19213F-HRTimeline
Kovack Advisors, Inc.276,561$15.4M0.73%-7,02813F-HR/ATimeline
Three Cord True Wealth Management, LLC272,325$15.1M8.8%+21,86813F-HRTimeline
Clark Wealth Partners270,151$15M9.14%013F-HRTimeline
D'Orazio & Associates, Inc.266,107$14.8M1.89%+48,57813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding252,442$14M+170,995Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…235,919$13.1M0.02%new13F-HRTimelineGroup
Per Stirling Capital Management, LLC.226,187$12.6M1.41%-17,24013F-HRTimeline
Modern Wealth Management, LLC224,893$12.5M0.23%+16,61413F-HRTimeline
StoneCrest Wealth Management, Inc.222,178$12.3M4.98%+16,22513F-HRTimeline
Sonoma Allocations LLC196,032$11.4M3.8%+55,69313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC202,169$11.2M0.91%+9,05113F-HRTimeline
Systelligence, LLC202,053$11.2M2.14%-46,66913F-HRTimeline
ORG Partners LLC195,267$10.9M1.91%+20,90413F-HRTimeline
Bucket List Wealth Management, LLC189,916$10.6M6.3%13F-HRTimeline
Able Wealth Management LLC188,654$10.5M3.32%+24,44613F-HRTimeline
Kingsview Wealth Management, LLC187,537$10.4M0.15%+58,76613F-HRTimeline
Cyr Financial Inc.176,433$9.8M6.11%+13,68813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED171,325$9.57M0.65%+12,98513F-HRTimeline
Amplius Wealth Advisors, LLC168,834$9.38M0.79%+8,36513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…159,703$8.87M0.33%+148,75013F-HRTimelineGroup
Avid Wealth Partners LLC156,456$8.69M4.25%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO144,598$8.04M<0.01%+143,31413F-HRTimelineGroup
Meridian Wealth Management, LLC136,569$7.59M0.27%+1,97513F-HRTimeline
Dogwood Wealth Management LLC133,764$7.43M3.27%+21,02613F-HRTimeline
HARBOUR INVESTMENTS, INC.131,205$7.29M0.15%+15,50013F-HRTimeline
CENTAURUS FINANCIAL, INC.126,168$7.01M0.32%+4,58813F-HRTimeline
Janney Montgomery Scott LLC126,026$7M0.02%+26,55713F-HRTimeline
WealthCare Investment Partners, LLC120,158$6.76M1.97%+27,47513F-HRTimeline
Trademark Financial Management, LLC119,861$6.66M3.66%+16,29413F-HRTimeline
Legend Financial Advisors, Inc.118,914$6.61M4%+52013F-HRTimeline
Atria Investments, Inc111,641$6.2M0.07%+1,99713F-HRTimeline
Western Wealth Management, LLC108,586$6.03M0.28%+1,43013F-HRTimeline
WJ Wealth Management, LLC101,564$5.64M2.47%-3,46213F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …99,107$5.51M2.98%+52,46913F-HRTimeline
TruWealth Advisors, LLC98,321$5.46M0.27%+37,81713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management96,504$5.36M0.76%-62813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management95,842$5.33M0.06%-1,41013F-HRTimelineGroup
SMITH, MOORE & CO.90,839$5.05M0.38%+7,64413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/89,886$4.99M<0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC87,975$4.89M0.29%+5,54213F-HRTimeline
Sigma Planning Corp87,634$4.87M0.13%+9,96613F-HRTimeline
Welch Financial Planning, LLC87,428$4.86M3.54%13F-HRTimeline
Capital Developers, LLC85,628$4.76M4.26%13F-HRTimeline
Horizon Investment Services, LLC84,744$4.71M1.69%+3,03313F-HRTimeline
San Luis Wealth Advisors LLC83,695$4.65M0.78%new13F-HRTimeline
Urban Wealth Management, LLC81,542$4.53M4.21%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,632$3.76M<0.01%+3,37213F-HRTimelineGroup
Professional Financial Advisors, LLC66,906$3.72M0.76%-1,28213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC65,770$3.65M0.22%+25,98413F-HRTimeline
IFG Advisory, LLC65,674$3.65M0.16%+4,64013F-HRTimeline
Embree Financial Group61,685$3.43M0.42%+17,46913F-HRTimeline
USAdvisors Wealth Management, LLC60,504$3.36M1.11%+2,45413F-HRTimeline
WESPAC Advisors, LLC59,208$3.29M1.78%+17,88413F-HRTimeline
Westwind Capital59,169$3.29M0.67%new13F-HRTimeline
Greenline Wealth Management LLC56,674$3.15M3.26%13F-HRTimeline
PCG Wealth Advisors, LLC55,999$3.11M0.88%+36,89313F-HRTimeline
Sanctuary Advisors, LLC55,767$3.1M0.02%+18,00713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC55,440$3.08M2.45%+19,48213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC54,393$3.02M0.07%+48,01413F-HRTimeline
Paladin Advisory Group, LLC54,206$3.01M2.2%new13F-HRTimeline
RDA Financial Network53,833$2.99M0.72%+5,18013F-HRTimeline
Wise Wealth Partners52,099$2.9M4.16%+5,19913F-HRTimeline
Integrated Wealth Concepts LLC49,821$2.77M0.03%-3,54113F-HRTimeline
OPTIMA CAPITAL LLC49,754$2.76M1.2%-9,23213F-HRTimeline
Faithward Advisors, LLC49,295$2.74M0.4%+3,04213F-HRTimeline
Gladstone Institutional Advisory LLC47,760$2.65M0.1%+53613F-HRTimeline
Farther Finance Advisors, LLC46,877$2.6M0.03%-2,61313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.46,865$2.6M0.11%+20,49813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,171$2.18M<0.01%+34,24313F-HRTimelineGroup
Performance Wealth Partners, LLC38,206$2.12M0.06%+9,67913F-HRTimeline
Clear Creek Financial Management, LLC37,290$2.07M0.17%-10,17413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV37,232$2.07M<0.01%+24,37613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,203$2.07M0.05%+14,41013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,454$1.97M<0.01%-509,06513F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC35,171$1.95M1.39%13F-HRTimeline
Perigon Wealth Management, LLC34,793$1.93M0.03%+15,44313F-HRTimeline
Tidemark, LLC32,139$1.79M0.51%-3,08813F-HRTimeline
Steward Partners Investment Advisory, L…31,879$1.77M0.01%+4,85413F-HRTimeline
Meriwether Wealth & Planning, LLC30,821$1.71M0.97%+9,76313F-HRTimeline
NewEdge Advisors, LLC29,063$1.62M0.01%+83913F-HRTimeline
Betterment LLC28,710$1.59M<0.01%+8,98913F-HRTimeline
Lifetime Wealth Management P.C.27,718$1.54M0.97%13F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.26,744$1.49M0.17%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,033$1.45M0.03%+8,97213F-HRTimelineGroup
Riverstone Advisors, LLC25,665$1.43M0.67%+4,83313F-HRTimeline
&PARTNERS23,919$1.33M0.01%+3,69113F-HRTimeline
Tower Wealth Partners, Inc.24,009$1.33M0.73%+1,22013F-HRTimeline
WPG Advisers, LLC23,782$1.32M0.98%+22,75713F-HRTimeline
Secure Asset Management, LLC23,243$1.29M0.2%+3,58413F-HRTimeline
Y-Intercept (Hong Kong) Ltd22,684$1.26M0.03%+16,68213F-HRTimeline
Dana Investment Advisors, Inc.20,490$1.14M0.03%+1,57113F-HRTimeline
Valued Retirements, Inc.19,889$1.11M1.08%+6,01413F-HRTimeline
Pachira Investments Inc.18,176$1.01M0.49%+11113F-HRTimeline
Southland Equity Partners LLC17,988$1000K0.2%-19613F-HRTimeline
Tempus Wealth Planning, LLC17,750$986K0.23%new13F-HRTimeline
Belpointe Asset Management LLC17,562$976K0.04%new13F-HRTimeline
CGC Financial Services, LLC17,502$973K0.26%+2,46513F-HRTimeline
Fortis Group Advisors, LLC16,130$932K0.16%+97613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,423$913K<0.01%+4,47113F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC16,412$912K0.06%new13F-HR/ATimeline
Entelevest, LLC15,933$885K0.92%13F-HRTimeline
Pearl Planning LLC15,922$885K0.54%13F-HRTimeline
Evergreen Wealth Partners LLC15,430$857K0.72%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,396$856K0.01%+1,35813F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.15,181$844K0.03%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV14,656$827K0.69%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC14,504$806K0.28%+1,38413F-HRTimeline
Lunt Capital Management, Inc.14,096$783K0.29%+6,70313F-HRTimeline
Daner Wealth Management, LLC12,782$756K0.46%-3713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,411$745K0.04%+9,59113F-HRTimelineGroup
Rollins Financial Advisors, LLC13,274$738K0.11%+1,31413F-HRTimeline
Flagship Capital Management Inc.13,140$730K0.52%13F-HRTimeline
Advisory Services Network, LLC12,128$674K0.01%+2,62513F-HRTimeline
LongView Wealth Management11,602$664K0.16%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,198$622K0.01%+1,27913F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,764$598K0.19%+22913F-HRTimeline
Mariner, LLCin group Mariner, LLC10,454$581K<0.01%-38,07213F-HRTimelineGroup
Vise Technologies, Inc.10,157$564K0.01%new13F-HRTimeline
CPA Asset Management Group, LLC10,128$563K0.2%new13F-HRTimeline
RiverTree Advisors, LLC9,777$543K0.35%new13F-HRTimeline
Cornerstone Wealth Management, LLC9,749$542K0.03%+69913F-HRTimeline
Orion Porfolio Solutions, LLC9,747$542K<0.01%+4,74113F-HRTimeline
World Investment Advisors9,743$541K0.01%+91113F-HR/ATimeline
Annex Advisory Services, LLC9,488$527K0.01%new13F-HRTimeline
May Hill Capital, LLC9,015$501K0.14%+5,06913F-HR/ATimeline
Triad Wealth Partners, LLC8,970$498K0.05%new13F-HRTimeline
Berger Financial Group, Inc8,771$487K0.03%+4,78213F-HRTimeline
Ausdal Financial Partners, Inc.8,771$487K0.02%+58613F-HRTimeline
Quantinno Capital Management LP8,491$472K<0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC7,820$434K0.07%+2,91313F-HRTimeline
Continuum Advisory, LLC7,525$418K0.04%+1,66713F-HRTimeline
Financial Partners Group, Inc7,224$417K0.05%+65613F-HRTimeline
Creative Planningin group Creative Planning7,147$397K<0.01%-1,11813F-HRTimelineGroup
Solano Wealth Investment Advisors LLC6,938$386K0.19%+40113F-HRTimeline
Brand Asset Management Group, Inc.6,906$384K0.11%-3,02013F-HRTimeline
Fortis Capital Advisors, LLC6,854$381K0.06%new13F-HRTimeline
Baron Wealth Management LLC6,850$381K0.12%+1,29313F-HRTimeline
Csenge Advisory Group6,566$365K0.02%new13F-HRTimeline
Signet Private Wealth LLC6,286$349K0.33%13F-HRTimeline
Segment Wealth Management, LLC6,190$344K0.02%+39013F-HRTimeline
Meridian Financial Advisors, LLC6,050$336K0.18%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,049$336K0.09%+2,19913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,995$333K<0.01%new13F-HRTimelineGroup
Wedmont Private Capital5,763$326K0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.5,785$321K0.08%new13F-HRTimeline
Sankala Group LLC5,334$319K0.26%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,707$317K<0.01%+93613F-HRTimelineGroup
Fiduciary Alliance LLC5,699$317K0.02%+1,39913F-HRTimeline
Main Street Financial Solutions, LLC5,660$315K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.5,455$303K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,181$288K0.01%+5,01813F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.5,124$285K0.01%new13F-HRTimeline
JHP Wealth Management, LLC5,059$281K0.27%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,039$280K<0.01%+2,44313F-HRTimelineGroup
UPTICK PARTNERS, LLC4,982$277K0.06%new13F-HRTimeline
WILLNER & HELLER, LLC4,565$254K0.18%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,488$249K0.48%+9113F-HRTimeline
Golden State Wealth Management, LLC4,415$245K0.03%-1,79113F-HRTimeline
CoreCap Advisors, LLC4,266$237K0.01%+4,16913F-HRTimeline
HBW ADVISORY SERVICES LLC4,187$233K0.03%+30213F-HRTimeline
Astoria Portfolio Advisors LLC.3,821$228K0.05%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,848$214K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC3,841$213K0.01%new13F-HRTimeline
John W. Brooker & Co., CPAs3,840$213K0.38%new13F-HRTimeline
Geneos Wealth Management Inc.3,830$213K0.01%+1,91113F-HRTimeline
Maridea Wealth Management LLC3,731$207K0.03%new13F-HRTimeline
Stronghold Wealth Management L.L.C.3,657$203K0.3%13F-HRTimeline
Collier Financial3,638$202K0.15%013F-HRTimeline
IFP Advisors, Inc3,394$189K<0.01%-713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,160$176K<0.01%+2,68713F-HR/ATimelineGroup
MAI Capital Management2,728$152K<0.01%+88413F-HRTimeline
PRIVATE TRUST CO NA2,568$143K0.01%-1,05813F-HRTimeline
Lodestone Wealth Management LLC2,054$114K0.05%new13F-HRTimeline