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Disclosery

IDMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

270 managers (272 13F filers) reported a position in IDMO shares at 2026-03-31, 40,386,491 shares in all. 53 filers opened a position and 16 filers sold out during the quarter.

Managers
270
13F filers
272
New
53
Added
161
Reduced
35
Sold out
16
Shares held by filers
40,386,491

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC5,622,508$308M0.08%+1,072,94513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,134,630$172M0.11%+1,161,38013F-HRTimelineGroup
Cetera Investment Advisers2,098,429$115M0.12%+523,23013F-HRTimeline
SHP Wealth Management2,003,953$110M8.29%+1,141,51213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,489,189$81.7M0.03%+531,65713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,391,524$76.3M1.39%+79,02113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,034,380$56.7M0.01%+372,38113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.725,092$40.3M0.26%+77,61413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC719,986$39.5M0.06%+250,47913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.636,482$34.9M0.05%+108,88513F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC594,609$32.6M8.62%+45,83013F-HRTimeline
Cambridge Investment Research Advisors,…576,873$31.6M0.08%+121,85813F-HRTimeline
RFG Advisory, LLC570,425$31.3M0.57%+12,60613F-HRTimeline
HighTower Advisors, LLC565,325$31M0.03%+270,45213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC559,915$30.7M0.01%+31,29613F-HRTimelineGroup
Drake & Associates, LLC548,555$30.1M5.73%+75,61713F-HRTimeline
CWM, LLCin group CWM, LLC538,915$29.6M0.08%+65,68013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/535,605$29.4M<0.01%+445,71913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC513,249$28.1M0.08%-9,42013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV482,978$26.5M3.42%new13F-HRTimeline
Gratus Wealth Advisors, LLC456,816$25.1M3.62%new13F-HRTimeline
MANCHESTER FINANCIAL INC456,012$25M4.8%+2,93713F-HRTimeline
McIlrath & Eck, LLC455,519$25M1.85%+13,68613F-HRTimeline
Rooted Wealth Advisors, Inc.379,170$22.6M5.97%+42,44513F-HRTimeline
Retirement Management Systems Inc.405,406$22.2M5.36%+40,28513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.397,723$21.8M4.35%+20,61613F-HRTimeline
Insight Wealth Strategies, LLC368,510$20.2M2.26%+48,97313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN358,079$19.6M<0.01%+353,04013F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding347,487$19.1M+95,045Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…319,921$17.9M0.04%+24,10013F-HRTimeline
AFFINITY WEALTH LLC322,053$17.7M11.27%new13F-HRTimeline
Private Advisor Group, LLC311,265$17.1M0.08%+33,64313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV302,987$16.6M0.02%+265,75513F-HRTimeline
Three Cord True Wealth Management, LLC290,011$15.9M8.84%+17,68613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…285,535$15.7M0.61%+125,83213F-HRTimelineGroup
D'Orazio & Associates, Inc.283,681$15.6M2.01%+17,57413F-HRTimeline
Modern Wealth Management, LLC248,014$14M0.24%+23,12113F-HRTimeline
Kovack Advisors, Inc.232,526$13.1M0.7%-44,03513F-HRTimeline
Clark Wealth Partners235,919$12.9M8.69%-34,23213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management232,809$12.8M0.15%+136,96713F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC228,113$12.5M0.94%+25,94413F-HRTimeline
StoneCrest Wealth Management, Inc.225,508$12.4M5.23%+3,33013F-HRTimeline
Bucket List Wealth Management, LLC214,867$11.8M7.09%+24,95113F-HRTimeline
Janney Montgomery Scott LLC211,304$11.6M0.03%+85,27813F-HRTimeline
Per Stirling Capital Management, LLC.199,848$11M1.21%-26,33913F-HRTimeline
Amplius Wealth Advisors, LLC191,793$10.5M0.88%+22,95913F-HRTimeline
Cyr Financial Inc.189,714$10.4M6.12%+13,28113F-HRTimeline
Kingsview Wealth Management, LLC188,820$10.4M0.14%+1,28313F-HRTimeline
CENTAURUS FINANCIAL, INC.186,512$10.2M0.49%+60,34413F-HRTimeline
Avid Wealth Partners LLC178,938$9.81M4.64%+22,48213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED171,430$9.4M0.69%+10513F-HRTimeline
Tidemark, LLC167,384$9.18M2.33%+135,24513F-HRTimeline
Systelligence, LLC165,135$9.06M1.76%-36,91813F-HRTimeline
Meridian Wealth Management, LLC162,458$8.91M0.32%+25,88913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC155,104$8.51M0.01%+119,65013F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management149,097$8.18M1.19%+52,59313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO152,876$8.09M<0.01%+8,27813F-HR/ATimelineGroup
Dogwood Wealth Management LLC146,059$8.01M3.48%+12,29513F-HRTimeline
IFC & Insurance Marketing, Inc.140,228$7.69M8.03%new13F-HRTimeline
Trademark Financial Management, LLC136,432$7.48M3.67%+16,57113F-HRTimeline
WealthCare Investment Partners, LLC135,394$7.44M2.06%+15,23613F-HRTimeline
Legend Financial Advisors, Inc.125,166$6.86M4.42%+6,25213F-HRTimeline
HARBOUR INVESTMENTS, INC.124,809$6.84M0.11%-6,39613F-HRTimeline
Hidden Cove Wealth Management, LLC124,038$6.8M4.37%new13F-HRTimeline
TruWealth Advisors, LLC107,389$5.89M0.28%+9,06813F-HRTimeline
Welch Financial Planning, LLC106,162$5.82M4.19%+18,73413F-HRTimeline
Atria Investments, Inc104,179$5.71M0.06%-7,46213F-HRTimeline
Able Wealth Management LLC101,568$5.57M1.49%-87,08613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,759$5.53M0.01%new13F-HRTimelineGroup
Horizon Investment Services, LLC99,761$5.47M1.9%+15,01713F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …97,225$5.31M2.96%-1,88213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…96,087$5.27M0.01%new13F-HRTimelineGroup
Sigma Planning Corp92,437$5.07M0.14%+4,80313F-HRTimeline
San Luis Wealth Advisors LLC91,639$5.03M0.83%+7,94413F-HRTimeline
SMITH, MOORE & CO.91,397$5.01M0.36%+55813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC87,166$4.78M0.29%+21,39613F-HRTimeline
Capital Developers, LLC87,146$4.78M4.3%+1,51813F-HRTimeline
Westwind Capital86,711$4.75M1.14%+27,54213F-HRTimeline
USAdvisors Wealth Management, LLC89,231$4.72M1.57%+28,72713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC83,037$4.55M<0.01%-366,96313F-HRTimelineGroup
Urban Wealth Management, LLC81,751$4.48M4.59%+20913F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC79,824$4.38M2.84%+44,65313F-HRTimeline
Paladin Advisory Group, LLC76,339$4.19M3.18%+22,13313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC70,473$4.15M0.23%-17,50213F-HR/ATimeline
CPWA, LLC67,349$4.09M4.89%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,867$4.05M<0.01%+6,23513F-HRTimelineGroup
&PARTNERS72,434$3.98M0.02%+48,51513F-HRTimeline
Greenline Wealth Management LLC70,387$3.86M4.45%+13,71313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC67,319$3.69M0.08%+12,92613F-HR/ATimeline
PCG Wealth Advisors, LLC66,701$3.66M0.92%+10,70213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.66,411$3.64M2.38%+65,42113F-HRTimeline
Professional Financial Advisors, LLC65,675$3.6M0.73%-1,23113F-HRTimeline
Performance Wealth Partners, LLC65,375$3.59M0.1%+27,16913F-HRTimeline
Perigon Wealth Management, LLC64,580$3.54M0.06%+29,78713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.61,925$3.4M0.14%+15,06013F-HRTimeline
WJ Wealth Management, LLC61,669$3.38M1.58%-39,89513F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC60,950$3.34M2.72%+5,51013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP58,401$3.2M<0.01%+41,97813F-HRTimelineGroup
RDA Financial Network56,748$3.11M0.78%+2,91513F-HRTimeline
Wise Wealth Partners56,347$3.09M4.18%+4,24813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding54,512$2.99M+53,807Timeline
Faithward Advisors, LLC52,130$2.86M0.41%+2,83513F-HRTimeline
Embree Financial Group51,634$2.83M0.33%-10,05113F-HRTimeline
OPTIMA CAPITAL LLC51,208$2.81M1.3%+1,45413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,787$2.79M0.06%+13,58413F-HRTimelineGroup
Riverstone Advisors, LLC50,583$2.77M1.37%+24,91813F-HRTimeline
CPA Asset Management Group, LLC50,316$2.76M0.93%+40,18813F-HRTimeline
Cedar Wealth Management, LLC48,873$2.68M0.78%new13F-HRTimeline
WPG Advisers, LLC48,153$2.64M1.95%+24,37113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,090$2.64M<0.01%+8,91913F-HRTimelineGroup
Clear Creek Financial Management, LLC47,962$2.63M0.2%+10,67213F-HRTimeline
Integrated Wealth Concepts LLC47,829$2.62M0.02%-1,99213F-HRTimeline
HBW ADVISORY SERVICES LLC46,234$2.54M0.27%+42,04713F-HRTimeline
Gladstone Institutional Advisory LLC45,456$2.49M0.09%-2,30413F-HRTimeline
Sanctuary Advisors, LLC44,362$2.43M0.01%-11,40513F-HRTimeline
Steward Partners Investment Advisory, L…43,557$2.39M0.01%+11,67813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC40,824$2.24M0.03%+25,42813F-HRTimelineGroup
Annex Advisory Services, LLC39,524$2.17M0.04%+30,03613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC39,455$2.16M1.15%new13F-HRTimeline
Meriwether Wealth & Planning, LLC39,297$2.16M1.18%+8,47613F-HRTimeline
Farther Finance Advisors, LLC36,845$2.08M0.02%-10,03213F-HRTimeline
Strategic Financial Concepts, LLC34,519$1.89M0.47%new13F-HRTimeline
Belpointe Asset Management LLC34,359$1.88M0.07%+16,79713F-HRTimeline
Secure Asset Management, LLC31,257$1.71M0.27%+8,01413F-HRTimeline
Envision Financial Transparency, LLC29,795$1.63M1.59%13F-HRTimeline
Clarity Asset Management, Inc.29,738$1.63M0.83%+28,63113F-HRTimeline
GTS SECURITIES LLC29,705$1.63M0.06%new13F-HRTimeline
Tempus Wealth Planning, LLC29,650$1.63M0.37%+11,90013F-HRTimeline
Lifetime Wealth Management P.C.29,551$1.62M0.92%+1,83313F-HRTimeline
Linscomb Wealth, Inc.28,963$1.59M0.07%new13F-HRTimeline
Flagship Capital Management Inc.28,710$1.57M1.16%+15,57013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,258$1.55M0.03%+2,22513F-HRTimelineGroup
Dana Investment Advisors, Inc.27,036$1.48M0.04%+6,54613F-HRTimeline
Betterment LLC26,549$1.46M<0.01%-2,16113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.26,450$1.45M0.17%-29413F-HRTimeline
Evergreen Wealth Partners LLC24,746$1.36M1.04%+9,31613F-HRTimeline
Independent Advisor Alliance24,676$1.35M0.01%new13F-HRTimeline
Tower Wealth Partners, Inc.24,140$1.32M0.73%+13113F-HRTimeline
NewEdge Advisors, LLC24,050$1.32M<0.01%-5,01313F-HR/ATimeline
LongView Wealth Management21,726$1.31M0.33%+10,12413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…22,519$1.23M0.04%new13F-HR/ATimelineGroup
Continuum Advisory, LLC22,519$1.23M0.12%+14,99413F-HRTimeline
LexAurum Advisors, LLC21,213$1.16M0.15%13F-HRTimeline
Valued Retirements, Inc.20,752$1.14M1.11%+86313F-HRTimeline
Steelhead Wealth Management LLC19,980$1.09M0.56%13F-HRTimeline
Pachira Investments Inc.19,630$1.08M0.5%+1,45413F-HRTimeline
CGC Financial Services, LLC18,913$1.04M0.3%+1,41113F-HRTimeline
Creative Planningin group Creative Planning18,276$1M<0.01%+11,12913F-HRTimelineGroup
Southland Equity Partners LLC18,171$997K0.19%+18313F-HRTimeline
Mariner, LLCin group Mariner, LLC17,986$986K<0.01%+7,53213F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,363$952K0.05%+3,95213F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV16,030$952K0.78%+1,37413F-HRTimeline
Fortis Group Advisors, LLC15,677$931K0.15%-45313F-HRTimeline
Pearl Planning LLC16,808$922K0.49%+88613F-HRTimeline
Key Client Fiduciary Advisors, LLC16,602$910K0.31%+2,09813F-HRTimeline
EARNED WEALTH ADVISORS, LLC16,494$905K0.06%+8213F-HRTimeline
Triumph Capital Management16,332$896K0.18%+15,88813F-HRTimeline
Entelevest, LLC16,279$893K0.92%+34613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,939$874K0.02%+10,75813F-HRTimelineGroup
Next Level Private LLC15,734$863K0.19%new13F-HRTimeline
Daner Wealth Management, LLC13,862$837K0.49%+1,08013F-HRTimeline
Rollins Financial Advisors, LLC13,344$732K0.12%+7013F-HRTimeline
Western Wealth Management, LLC13,050$716K0.03%-95,53613F-HR/ATimeline
Quantinno Capital Management LP12,706$697K<0.01%+4,21513F-HRTimeline
Advisory Services Network, LLC12,683$696K0.01%+55513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,433$682K0.01%+1,23513F-HRTimelineGroup
WCG Wealth Advisors LLC12,409$680K0.02%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,279$673K<0.01%new13F-HRTimelineGroup
Csenge Advisory Group11,440$627K0.03%+4,87413F-HRTimeline
Kensington Asset Management, LLC11,171$613K0.03%new13F-HR/ATimeline
Astoria Portfolio Advisors LLC.10,358$605K0.13%+6,53713F-HRTimeline
Cornerstone Wealth Management, LLC10,655$584K0.03%+90613F-HRTimeline
Meridian Financial Advisors, LLC10,592$581K0.32%+4,54213F-HRTimeline
Vise Technologies, Inc.10,157$564K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.9,902$543K0.02%+1,13113F-HRTimeline
Berger Financial Group, Inc9,848$540K0.03%+1,07713F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…9,830$539K0.16%-93413F-HRTimeline
LaSalle St. Investment Advisors, LLC9,801$538K0.08%+1,98113F-HRTimeline
Segment Wealth Management, LLC9,760$535K0.03%+3,57013F-HRTimeline
RiverTree Advisors, LLC9,579$525K0.33%-19813F-HRTimeline
WESPAC Advisors, LLC9,574$525K0.29%-49,63413F-HRTimeline
Redhawk Wealth Advisors, Inc.9,097$499K0.06%new13F-HRTimeline
Geneos Wealth Management Inc.9,050$496K0.01%+5,22013F-HRTimeline
Patton Albertson Miller Group, LLC9,020$495K0.06%new13F-HRTimeline
HRT FINANCIAL LP8,947$490K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,790$482K<0.01%+3,08313F-HRTimelineGroup
Fiduciary Alliance LLC7,496$447K0.03%+1,79713F-HRTimeline
Solano Wealth Investment Advisors LLC8,046$441K0.22%+1,10813F-HRTimeline
Qube Research & Technologies Ltd7,967$437K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,792$427K<0.01%new13F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC7,752$425K0.1%+1,70313F-HRTimeline
CoreCap Advisors, LLC7,634$419K0.01%+3,36813F-HRTimeline
CIBC WORLD MARKET INC.7,135$391K<0.01%+1,68013F-HRTimeline
Baron Wealth Management LLC6,884$377K0.11%+3413F-HRTimeline
Signet Private Wealth LLC6,676$366K0.35%+39013F-HRTimeline
Fortis Capital Advisors, LLC6,615$363K0.05%-23913F-HRTimeline
Commerce Advisors, LLC6,425$352K0.3%13F-HRTimeline
WILLNER & HELLER, LLC6,355$349K0.26%+1,79013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,172$338K0.01%new13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC6,106$335K0.03%new13F-HRTimeline