Vault-13

INVESCO EXCH TRADED FD TR II IDMO

S&P INTL MOMNT · ETP · CUSIP 46138E222

288 institutional holders +18 vs Q1 2026
44,715,96644.7m shares reported held*
$2.7bnreported value*
44 new 169 added 49 reduced 28 sold out net bought ≈ $324.1m (+5.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $60.19.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 13Q4 22: 15Q1 23: 18Q2 23: 25Q3 23: 26Q4 23: 32Q1 24: 41Q2 24: 55Q3 24: 57Q4 24: 71Q1 25: 84Q2 25: 141Q3 25: 184Q4 25: 230Q1 26: 270Q2 26: 288288Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202213
Q4 202215
Q1 202318
Q2 202325
Q3 202326
Q4 202332
Q1 202441
Q2 202455
Q3 202457
Q4 202471
Q1 202584
Q2 2025141
Q3 2025184
Q4 2025230
Q1 2026270
Q2 2026288

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 39 bought or addedQ3 24: 19 cut or sold outQ4 24: 44 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 57 bought or addedQ1 25: 32 cut or sold outQ2 25: 120 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 151 bought or addedQ3 25: 28 cut or sold outQ4 25: 175 bought or addedQ4 25: 40 cut or sold outQ4 25Q1 26: 212 bought or addedQ1 26: 52 cut or sold outQ2 26: 213 bought or addedQ2 26: 77 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243919
Q4 20244421
Q1 20255732
Q2 202512018
Q3 202515128
Q4 202517540
Q1 202621252
Q2 202621377

Biggest buyers

LPL Financial LLC Added +1,080,654+1.1m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +387,585+387.6k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +359,858+359.9k
NOMURA ASSET MANAGEMENT CO LTD New +279,800+279.8k
OSAIC HOLDINGS, INC. Added +224,797+224.8k
Modern Wealth Management, LLC Added +209,475+209.5k
Equitable Holdings, Inc. Added +200,691+200.7k
Thrivent Financial for Lutherans New +191,933+191.9k
MML INVESTORS SERVICES, LLC Added +190,943+190.9k
AAF Wealth Management, LLC New +183,135+183.1k

Biggest sellers

RFG Advisory, LLC Reduced -427,616-427.6k
Ameritas Advisory Services, LLC Sold out -285,535-285.5k
Avid Wealth Partners LLC Reduced -137,148-137.1k
JPMORGAN CHASE & CO Reduced -121,435-121.4k
Brookstone Capital Management Reduced -113,235-113.2k
Atria Investments, Inc Sold out -104,179-104.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -96,087-96.1k
CITADEL ADVISORS LLC Reduced -63,704-63.7k
Wise Wealth Partners Sold out -56,347-56.3k
Ascentis Independent Advisors Sold out -53,807-53.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 6,703,1626.7m $404.1m $404.1m 0.09% Added +1.1m +1,080,654
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.11% of their portfolio MILWAUKEE, WI 3,522,2153.5m $212.4m $212.4m 0.11% Added +387.6k +387,585
3 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 2,267,9202.3m $136.7m $136.7m 0.12% Added +169.5k +169,491
4 SHP Wealth Management 8.48% of their portfolio PLYMOUTH, MA 2,044,6392.0m $123.3m $123.3m 8.48% Added +40.7k +40,686
5 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,562,5471.6m $94.2m $94.2m 0.03% Added +73.4k +73,358
6 GREAT VALLEY ADVISOR GROUP, INC. 1.48% of their portfolio WILMINGTON, DE 1,553,2261.6m $93.6m $93.6m 1.48% Added +161.7k +161,702
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,394,2381.4m $84.1m $84.1m 0.01% Added +359.9k +359,858
8 Equitable Holdings, Inc. 0.33% of their portfolio NEW YORK, NY 925,783925.8k $55.8m $55.8m 0.33% Added +200.7k +200,691
9 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 861,279861.3k $51.9m $51.9m 0.06% Added +224.8k +224,797
10 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 804,670804.7k $48.5m $48.5m 0.06% Added +84.7k +84,684
11 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 713,099713.1k $43.0m $43.0m 0.04% Added +147.8k +147,774
12 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 704,192704.2k $42.5m $42.5m 0.09% Added +190.9k +190,943
13 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 628,079628.1k $37.9m $37.9m 0.01% Added +68.2k +68,164
14 ADAMSBROWN WEALTH CONSULTANTS LLC 7.10% of their portfolio WICHITA, KS 624,654624.7k $37.7m $37.7m 7.10% Added +30.0k +30,045
15 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 623,770623.8k $37.6m $37.6m 0.04% Added +46.9k +46,897
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 612,147612.1k $36.9m $36.9m 0.00% Added +76.5k +76,542
17 Drake & Associates, LLC 6.08% of their portfolio WAUKESHA, WI 598,229598.2k $36.1m $36.1m 6.08% Added +49.7k +49,674
18 PLANNING ALTERNATIVES LTD /ADV 3.26% of their portfolio BIRMINGHAM, MI 503,718503.7k $30.4m $30.4m 3.26% Added +20.7k +20,740
19 Gratus Wealth Advisors, LLC 3.61% of their portfolio VIRGINIA BEACH, VA 470,420470.4k $28.4m $28.4m 3.61% Added +13.6k +13,604
20 MANCHESTER FINANCIAL INC 4.98% of their portfolio Westlake Village, CA 463,576463.6k $27.9m $27.9m 4.98% Added +7.6k +7,564
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 459,347459.3k $27.7m $27.7m 0.00% Added +101.3k +101,268
22 Modern Wealth Management, LLC 0.33% of their portfolio KANSAS CITY, MO 457,489457.5k $27.6m $27.6m 0.33% Added +209.5k +209,475
23 Retirement Management Systems Inc. 5.38% of their portfolio STEVENSVILLE, MD 435,488435.5k $26.3m $26.3m 5.38% Added +30.1k +30,082
24 Whitaker-Myers Wealth Managers, LTD. 4.35% of their portfolio Mansfield, OH 432,402432.4k $26.1m $26.1m 4.35% Added +34.7k +34,679
25 Rooted Wealth Advisors, Inc. 6.32% of their portfolio BOURBONNAIS, IL 428,286428.3k $25.8m $25.8m 6.32% Added +49.1k +49,116
26 Insight Wealth Strategies, LLC 2.25% of their portfolio SAN RAMON, CA 385,732385.7k $23.1m $23.1m 2.25% Added +17.2k +17,222
27 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 369,409369.4k $22.3m $22.3m 0.03% Added +66.4k +66,422
28 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 344,938344.9k $20.8m $20.8m 0.07% Added +35.3k +35,310
29 AFFINITY WEALTH LLC 11.05% of their portfolio CANTON, OH 341,315341.3k $20.6m $20.6m 11.05% Added +19.3k +19,262
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 340,977341.0k $20.5m $20.5m 0.03% Added +21.1k +21,056
31 D'Orazio & Associates, Inc. 2.25% of their portfolio VIENNA, VA 321,925321.9k $19.4m $19.4m 2.25% Added +38.2k +38,244
32 Three Cord True Wealth Management, LLC 9.01% of their portfolio Beaver, PA 313,992314.0k $18.9m $18.9m 9.01% Added +24.0k +23,981
33 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 285,327285.3k $17.2m $17.2m 0.08% Reduced -25.9k -25,938
34 NOMURA ASSET MANAGEMENT CO LTD 0.04% of their portfolio TOKYO, M0 279,800279.8k $16.9m $16.9m 0.04% New
35 Bucket List Wealth Management, LLC 7.52% of their portfolio The Villages, FL 253,224253.2k $15.3m $15.3m 7.52% Added +38.4k +38,357
36 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 249,475249.5k $15.0m $15.0m 0.03% Added +38.2k +38,171
37 Clark Wealth Partners 8.14% of their portfolio O'FALLON, IL 239,167239.2k $14.4m $14.4m 8.14% Added +3.2k +3,248
38 Kovack Advisors, Inc. 0.68% of their portfolio FT. LAUDERDALE, FL 237,623237.6k $14.2m $14.2m 0.68% Added +5.1k +5,097
39 TITLEIST ASSET MANAGEMENT, LLC 0.97% of their portfolio SAN ANTONIO, TX 237,623237.6k $14.3m $14.3m 0.97% Added +9.5k +9,510
40 StoneCrest Wealth Management, Inc. 4.32% of their portfolio CHANDLER, AZ 224,418224.4k $13.5m $13.5m 4.32% Reduced -1.1k -1,090
41 Kingsview Wealth Management, LLC 0.16% of their portfolio GRANTS PASS, OR 224,057224.1k $13.5m $13.5m 0.16% Added +35.2k +35,237
42 Amplius Wealth Advisors, LLC 0.98% of their portfolio BLUE BELL, PA 222,327222.3k $13.4m $13.4m 0.98% Added +30.5k +30,534
43 Meridian Wealth Management, LLC 0.41% of their portfolio LEXINGTON, KY 220,360220.4k $13.3m $13.3m 0.41% Added +57.9k +57,902
44 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 200,000200.0k $12.1m $12.1m 0.01% Added +117.0k +116,963
45 Cyr Financial Inc. 6.28% of their portfolio HENNEPIN, IL 199,919199.9k $12.1m $12.1m 6.28% Added +10.2k +10,205
46 Per Stirling Capital Management, LLC. 1.14% of their portfolio AUSTIN, TX 198,739198.7k $12.0m $12.0m 1.14% Reduced -1.1k -1,109
47 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 191,933191.9k $11.6m $11.6m 0.02% New
48 CENTAURUS FINANCIAL, INC. 0.44% of their portfolio ANAHEIM, CA 187,716187.7k $11.3m $11.3m 0.44% Added +1.2k +1,204
49 Segment Wealth Management, LLC 0.58% of their portfolio HOUSTON, TX 184,417184.4k $11.1m $11.1m 0.58% Added +174.7k +174,657
50 AAF Wealth Management, LLC 4.07% of their portfolio WESTBOROUGH, MA 183,135183.1k $11.0m $11.0m 4.07% New
51 CPA Asset Management Group, LLC 3.07% of their portfolio WEST PALM BEACH, FL 176,931176.9k $10.7m $10.7m 3.07% Added +126.6k +126,615
52 SILVER OAK SECURITIES, INCORPORATED 0.64% of their portfolio JACKSON, TN 174,816174.8k $10.5m $10.5m 0.64% Added +3.4k +3,386
53 Tidemark, LLC 2.37% of their portfolio SAN DIEGO, CA 174,610174.6k $10.5m $10.5m 2.37% Added +7.2k +7,226
54 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 173,493173.5k $10.5m $10.5m 0.05% Added +125.7k +125,664
55 Welch Financial Planning, LLC 5.98% of their portfolio BOULDER, CO 170,302170.3k $10.3m $10.3m 5.98% Added +64.1k +64,140
56 Dogwood Wealth Management LLC 3.81% of their portfolio LENEXA, KS 160,272160.3k $9.7m $9.7m 3.81% Added +14.2k +14,213
57 Systelligence, LLC 1.58% of their portfolio BLOOMINGTON, MN 156,673156.7k $9.4m $9.4m 1.58% Reduced -8.5k -8,462
58 Trademark Financial Management, LLC 3.86% of their portfolio Bloomington, MN 156,389156.4k $9.4m $9.4m 3.86% Added +20.0k +19,957
59 IFC & Insurance Marketing, Inc. 8.05% of their portfolio AUBURN, CA 151,715151.7k $9.1m $9.1m 8.05% Added +11.5k +11,487
60 Hidden Cove Wealth Management, LLC 4.94% of their portfolio Bainbridge Island, WA 148,674148.7k $9.0m $9.0m 4.94% Added +24.6k +24,636
61 RFG Advisory, LLC 0.13% of their portfolio BIRMINGHAM, AL 142,809142.8k $8.6m $8.6m 0.13% Reduced -427.6k -427,616
62 Simplicity Wealth,LLC 0.28% of their portfolio SUMMIT, NJ 135,229135.2k $8.2m $8.2m 0.28% New
63 WealthCare Investment Partners, LLC 1.92% of their portfolio PORTSMOUTH, RI 131,304131.3k $7.9m $7.9m 1.92% Reduced -4.1k -4,090
64 SMITH, MOORE & CO. 0.50% of their portfolio CLAYTON, MO 128,251128.3k $7.7m $7.7m 0.50% Added +36.9k +36,854
65 Alpine Bank Wealth Management 0.99% of their portfolio GRAND JUNCTION, CO 127,504127.5k $7.7m $7.7m 0.99% Reduced -21.6k -21,593
66 Hennion & Walsh Asset Management, Inc. 0.09% of their portfolio Parsippany, NJ 124,712124.7k $3.1m $3.1m 0.09% New
67 Legend Financial Advisors, Inc. 4.25% of their portfolio PITTSBURGH, PA 124,008124.0k $7.5m $7.5m 4.25% Reduced -1.2k -1,158
68 USAdvisors Wealth Management, LLC 2.14% of their portfolio EDEN PRAIRIE, MN 123,531123.5k $7.4m $7.4m 2.14% Added +34.3k +34,300
69 Brookstone Capital Management 0.07% of their portfolio WHEATON, IL 119,574119.6k $7.2m $7.2m 0.07% Reduced -113.2k -113,235
70 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 109,942109.9k $6.6m $6.6m 0.04% Added +108.6k +108,649
71 INDEPENDENT FINANCIAL GROUP, LLC 0.12% of their portfolio SAN DIEGO, CA 109,103109.1k $6.6m $6.6m 0.12% Added +41.8k +41,784
72 PERSPECTIVE WEALTH ADVISORS LLC 3.53% of their portfolio LOVELAND, CO 106,560106.6k $6.4m $6.4m 3.53% Added +26.7k +26,736
73 Horizon Investment Services, LLC 1.76% of their portfolio HAMMOND, IN 104,834104.8k $6.3m $6.3m 1.76% Added +5.1k +5,073
74 San Luis Wealth Advisors LLC 0.95% of their portfolio SAN LUIS OBISPO, CA 104,703104.7k $6.3m $6.3m 0.95% Added +13.1k +13,064
75 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 101,105101.1k $6.1m $6.1m 0.08% Reduced -23.7k -23,704
76 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 100,454100.5k $6.1m $6.1m 0.01% Reduced -305 -305
77 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2.92% of their portfolio SALINE, MI 99,63999.6k $6.0m $6.0m 2.92% Added +2.4k +2,414
78 Sigma Planning Corp 0.14% of their portfolio ANN ARBOR, MI 94,45994.5k $5.7m $5.7m 0.14% Added +2.0k +2,022
79 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 91,40091.4k $5.5m $5.5m 0.00% Reduced -63.7k -63,704
80 Westwind Capital 1.30% of their portfolio LAS CRUCES, NM 90,86790.9k $5.5m $5.5m 1.30% Added +4.2k +4,156
81 THOROUGHBRED FINANCIAL SERVICES, LLC 0.26% of their portfolio BRENTWOOD, TN 90,29590.3k $5.4m $5.4m 0.26% Added +3.1k +3,129
82 Urban Wealth Management, LLC 4.44% of their portfolio EL SEGUNDO, CA 84,46284.5k $5.1m $5.1m 4.44% Added +2.7k +2,711
83 Embree Financial Group 0.51% of their portfolio Chicago, IL 83,85983.9k $5.1m $5.1m 0.51% Added +32.2k +32,225
84 Performance Wealth Partners, LLC 0.12% of their portfolio HINSDALE, IL 83,18983.2k $5.0m $5.0m 0.12% Added +17.8k +17,814
85 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 79,80779.8k $4.8m $4.8m 0.02% Added +7.4k +7,373
86 Greenline Wealth Management LLC 3.89% of their portfolio BOCA RATON, FL 78,44178.4k $4.7m $4.7m 3.89% Added +8.1k +8,054
87 Paladin Advisory Group, LLC 3.12% of their portfolio CLIVE, IA 77,84077.8k $4.7m $4.7m 3.12% Added +1.5k +1,501
88 Cedar Wealth Management, LLC 1.19% of their portfolio LA JOLLA, CA 76,76676.8k $4.6m $4.6m 1.19% Added +27.9k +27,893
89 IFG Advisory, LLC 0.16% of their portfolio ATLANTA, GA 75,77275.8k $4.6m $4.6m 0.16% New
90 Perigon Wealth Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 73,89173.9k $4.5m $4.5m 0.07% Added +9.3k +9,311
91 Clarity Asset Management, Inc. 2.13% of their portfolio AMES, IA 72,16372.2k $4.4m $4.4m 2.13% Added +42.4k +42,425
92 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 72,01172.0k $4.3m $4.3m 0.00% Reduced -1.9k -1,856
93 LEAVELL INVESTMENT MANAGEMENT, INC. 0.16% of their portfolio MOBILE, AL 70,39870.4k $4.2m $4.2m 0.16% Added +8.5k +8,473
94 CPWA, LLC 4.81% of their portfolio HOOD RIVER, OR 68,73168.7k $4.1m $4.1m 4.81% Added +1.4k +1,382
95 Professional Financial Advisors, LLC 0.71% of their portfolio NORTH PLATTE, NE 68,55268.6k $4.1m $4.1m 0.71% Added +2.9k +2,877
96 Riverstone Advisors, LLC 1.71% of their portfolio NEW BRAUNFELS, TX 68,48468.5k $4.1m $4.1m 1.71% Added +17.9k +17,901
97 Able Wealth Management LLC 0.94% of their portfolio Toms River, NJ 67,72467.7k $4.1m $4.1m 0.94% Reduced -33.8k -33,844
98 GTS SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 67,49167.5k $4.1m $4.1m 0.09% Added +37.8k +37,786
99 AssuredPartners Investment Advisors, LLC 0.39% of their portfolio Tampa, FL 67,24967.2k $4.1m $4.1m 0.39% New
100 FOUNDERS FINANCIAL SECURITIES LLC 0.21% of their portfolio TOWSON, MD 67,11767.1k $4.0m $4.0m 0.21% Reduced -3.4k -3,356