INVESCO EXCH TRADED FD TR II (SPMO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
745
Reporting holders
$9.3B
Reported value
1.4%
Held as options
+118
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.2B | 7,669,460 | 0.28% | 27q | +12.9%+$141.6M |
| MORGAN STANLEY | $571.6M | 3,538,672 | 0.03% | 17q | +13.1%+$66.4M |
| BANK OF AMERICA CORP /DE/ | $519.4M | 3,215,212 | 0.03% | 31q | HELD |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $360.3M | 2,230,110 | 2.70% | 4q | -7.6%-$29.6M |
| RAYMOND JAMES FINANCIAL INC | $294.4M | 1,822,485 | 0.08% | 7q | +16.4%+$41.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $266.7M | 1,651,011 | 0.14% | 10q | +6.7%+$16.9M |
| ENVESTNET ASSET MANAGEMENT INC | $239.0M | 1,479,343 | 0.06% | 17q | +9.5%+$20.7M |
| WELLS FARGO & COMPANY/MN | $237.6M | 1,471,099 | 0.04% | 15q | -39.9%-$158.0M |
| JPMORGAN CHASE & CO | $175.9M | 1,109,590 | 0.01% | 14q | -18.7%-$40.5M |
| OSAIC HOLDINGS, INC. | $169.6M | 1,049,639 | 0.20% | 26q | +28.8%+$37.9M |
| Cetera Investment Advisers | $158.4M | 980,323 | 0.14% | 10q | -3.8%-$6.3M |
| Performance Wealth Partners, LLC | $147.4M | 912,173 | 3.66% | 5q | +157.5%+$90.1M |
| Mirae Asset Global Investments Co., Ltd. | $140.4M | 869,180 | 0.21% | 4q | +496.4%+$116.9M |
| PLANNING ALTERNATIVES LTD /ADV | $121.4M | 751,352 | 13.01% | 6q | +0.9%+$1.1M |
| Equitable Holdings, Inc. | $114.9M | 711,587 | 0.69% | 10q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $111.3M | 721,878 | 0.04% | 6q | +56.3%+$40.1M |
| MML INVESTORS SERVICES, LLC | $106.5M | 659,465 | 0.22% | 10q | +36.6%+$28.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $102.1M | 631,935 | 0.13% | 23q | +67.2%+$41.0M |
| MONEY CONCEPTS CAPITAL CORP | $97.0M | 600,487 | 4.49% | 11q | -3.1%-$3.1M |
| UBS Group AG | $95.4M | 588,006 | 0.01% | 8q | +70.7%+$39.5M |
| AMERIPRISE FINANCIAL INC | $92.9M | 574,305 | 0.02% | 8q | +128.4%+$52.2M |
| Private Advisor Group, LLC | $89.0M | 550,659 | 0.41% | 15q | -2.1%-$1.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $81.2M | 502,874 | 0.05% | 5q | +106.2%+$41.8M |
| Alpine Bank Wealth Management | $79.3M | 490,988 | 10.18% | 7q | -38.0%-$48.6M |
| ROYAL BANK OF CANADA | $66.8M | 413,793 | 0.01% | 14q | +29.0%+$15.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $66.0M | 429,242 | 0.11% | 7q | +35.0%+$17.1M |
| CITADEL ADVISORS LLC | $59.9M | 33,772 | 0.01% | 8q | HELD |
| TD PRIVATE CLIENT WEALTH LLC | $56.3M | 348,450 | 1.03% | 5q | +22.7%+$10.4M |
| HighTower Advisors, LLC | $54.7M | 338,517 | 0.05% | 10q | +18.3%+$8.5M |
| Family Investment Center, Inc. | $53.3M | 330,159 | 8.86% | 10q | -8.1%-$4.7M |
| Triton Wealth Management, PLLC | $49.4M | 328,079 | 15.18% | 5q | +19.6%+$8.1M |
| Invst, LLC | $46.0M | 284,962 | 4.49% | 5q | -8.3%-$4.2M |
| Baltimore-Washington Financial Advisors, Inc. | $43.3M | 267,862 | 1.62% | new | NEW |
| HBW ADVISORY SERVICES LLC | $42.5M | 263,212 | 3.85% | 8q | +8.2%+$3.2M |
| RVW Wealth, LLC | $41.9M | 259,247 | 2.76% | 9q | +4.9%+$1.9M |
| JANE STREET GROUP, LLC | $41.4M | 4,184 | 0.00% | 8q | -91.2%-$430.2M |
| Sanctuary Advisors, LLC | $41.2M | 255,060 | 0.19% | 8q | -11.7%-$5.5M |
| TOMPKINS FINANCIAL CORP | $39.6M | 245,323 | 2.77% | 4q | -2.8%-$1.1M |
| Marks Wealth, LLC | $38.7M | 239,332 | 8.37% | new | NEW |
| Davidson Capital Management Inc. | $36.9M | 228,169 | 5.90% | 3q | -2.3%-$848.7K |
| NOMURA ASSET MANAGEMENT CO LTD | $36.2M | 224,100 | 0.08% | 2q | +937.5%+$32.7M |
| STIFEL FINANCIAL CORP | $35.9M | 222,301 | 0.03% | 10q | -5.9%-$2.3M |
| Whitaker-Myers Wealth Managers, LTD. | $35.7M | 220,770 | 5.96% | 4q | +3.7%+$1.3M |
| Meridian Wealth Management, LLC | $34.5M | 213,710 | 1.06% | 7q | -13.5%-$5.4M |
| Onyx Bridge Wealth Group LLC | $34.4M | 213,011 | 3.10% | 3q | +2712.0%+$33.2M |
| Insight Wealth Strategies, LLC | $33.5M | 215,430 | 3.27% | 6q | +14.6%+$4.3M |
| Advance Capital Management, Inc. | $33.2M | 205,771 | 1.07% | 10q | -11.3%-$4.2M |
| Stratos Wealth Partners, LTD. | $32.6M | 201,647 | 0.33% | 9q | +2.3%+$739.5K |
| NewEdge Advisors, LLC | $32.4M | 200,379 | 0.10% | 10q | +360.6%+$25.3M |
| Ascent Group, LLC | $31.9M | 197,756 | 0.96% | 7q | -25.8%-$11.1M |
| Cerity Partners LLC | $31.2M | 193,442 | 0.04% | 4q | -23.3%-$9.5M |
| Bull Oak Capital, LLC | $30.5M | 189,004 | 10.17% | 5q | +7.7%+$2.2M |
| Seros Financial, LLC | $28.7M | 177,943 | 14.97% | 7q | -4.6%-$1.4M |
| Perigon Wealth Management, LLC | $26.5M | 164,120 | 0.42% | 15q | -12.5%-$3.8M |
| MANCHESTER FINANCIAL INC | $26.4M | 163,474 | 4.69% | 8q | +12.3%+$2.9M |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $26.1M | 161,592 | 11.99% | 3q | +16.0%+$3.6M |
| Integrated Wealth Concepts LLC | $24.5M | 151,879 | 0.12% | 15q | +118.2%+$13.3M |
| Ameritas Advisory Services, LLC | $24.2M | 150,022 | 0.49% | 7q | +928.3%+$21.9M |
| ADAPT WEALTH ADVISORS, LLC | $23.6M | 146,285 | 7.73% | 4q | -2.6%-$624.5K |
| CreativeOne Wealth, LLC | $23.3M | 144,435 | 0.50% | 8q | -22.1%-$6.6M |
| Altus Wealth Group LLC | $23.2M | 143,826 | 8.39% | 7q | +1.1%+$253.3K |
| Goldstein Advisors, LLC | $22.9M | 141,576 | 2.09% | 7q | -30.1%-$9.9M |
| FISCHER INVESTMENT STRATEGIES, LLC | $22.6M | 139,640 | 10.76% | 7q | -30.7%-$10.0M |
| Modern Wealth Management, LLC | $21.9M | 135,772 | 0.26% | 3q | -6.9%-$1.6M |
| Triad Wealth Partners, LLC | $21.7M | 149,188 | 1.28% | 7q | -10.2%-$2.5M |
| Trilogy Capital Inc. | $21.6M | 133,625 | 0.84% | 16q | -2.2%-$487.7K |
| SIERRA OCEAN, LLC | $21.5M | 133,258 | 14.90% | 7q | +1.9%+$403.4K |
| Venture Visionary Partners LLC | $21.1M | 130,488 | 0.59% | 4q | -7.5%-$1.7M |
| Steward Partners Investment Advisory, LLC | $20.9M | 129,338 | 0.11% | 25q | +0.7%+$148.0K |
| Dynamic Advisor Solutions LLC | $20.7M | 128,073 | 0.59% | 6q | +12.2%+$2.2M |
| INTEGRITY ALLIANCE, LLC. | $20.3M | 125,946 | 0.64% | 7q | -8.3%-$1.8M |
| Financial Enhancement Group LLC | $20.1M | 124,217 | 2.39% | 6q | -10.5%-$2.4M |
| Kovack Advisors, Inc. | $19.7M | 125,282 | 0.95% | 5q | +51.1%+$6.7M |
| Quadrature Capital Ltd | $19.0M | 117,803 | 0.16% | new | NEW |
| Summit Financial, LLC | $19.0M | 117,528 | 0.21% | 4q | -1.5%-$284.8K |
| Keating Financial Advisory Services, Inc. | $18.6M | 114,970 | 2.45% | 3q | +72.7%+$7.8M |
| Pioneer Family Office, LLC | $17.8M | 110,355 | 9.18% | new | NEW |
| Green Ridge Wealth Planning LLC | $17.8M | 110,026 | 7.48% | 3q | +4.9%+$833.1K |
| TRUIST FINANCIAL CORP | $17.6M | 108,842 | 0.02% | 10q | -1.7%-$296.4K |
| AE Wealth Management LLC | $17.4M | 107,973 | 0.08% | 10q | +4.9%+$821.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $17.2M | 106,491 | 0.49% | 6q | +22.2%+$3.1M |
| Merit Financial Group, LLC | $17.2M | 106,204 | 0.05% | 7q | +114.8%+$9.2M |
| StoneCrest Wealth Management, Inc. | $16.4M | 101,696 | 5.25% | 9q | +9.9%+$1.5M |
| MILLENNIUM MANAGEMENT LLC | $16.2M | options only | 0.01% | new | OPTIONS |
| Colonial River Investments, LLC | $16.1M | 99,908 | 4.59% | 10q | +41.6%+$4.7M |
| Fortis Group Advisors, LLC | $15.8M | 97,895 | 2.53% | 10q | +1.7%+$261.0K |
| KWB Wealth | $15.6M | 96,390 | 1.33% | 6q | -21.9%-$4.4M |
| Concurrent Investment Advisors, LLC | $15.5M | 95,787 | 0.13% | 7q | -2.1%-$335.7K |
| Chicago Partners Investment Group LLC | $15.2M | 101,550 | 0.30% | 5q | +2.9%+$423.0K |
| HARBOUR INVESTMENTS, INC. | $15.1M | 93,707 | 0.20% | 21q | +5.2%+$742.0K |
| Clear Creek Financial Management, LLC | $15.1M | 93,671 | 0.97% | 11q | +0.7%+$107.1K |
| Focus Partners Advisor Solutions, LLC | $15.1M | 93,613 | 0.13% | 13q | -16.1%-$2.9M |
| Point72 Asset Management, L.P. | $15.0M | options only | 0.02% | 3q | OPTIONS |
| Avidian Wealth Enterprises, LLC | $15.0M | 92,795 | 0.41% | 9q | -4.3%-$680.7K |
| BlueStem Wealth Partners, LLC | $15.0M | 92,559 | 1.49% | new | NEW |
| Lifestyle Asset Management, Inc. | $14.8M | 91,872 | 3.99% | 4q | -9.6%-$1.6M |
| Compass Financial Services Inc | $14.8M | 91,396 | 5.52% | 6q | +3.4%+$491.1K |
| Rollins Financial Advisors, LLC | $14.3M | 88,256 | 1.88% | 6q | +16.2%+$2.0M |
| Alpha Zero LLC | $14.2M | 97,504 | 5.37% | 7q | +1.9%+$264.6K |
| Oxford Wealth Group, LLC | $14.1M | 87,176 | 6.30% | 3q | -2.9%-$415.3K |
Showing the largest 100 of 770 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 745 | $9.3B | 57,229,258 | 147 | 272 | 226 | 1.4% |
| Q1 2026 | 627 | $6.3B | 55,201,182 | 77 | 304 | 171 | 0.7% |
| Q4 2025 | 620 | $6.4B | 54,709,287 | 85 | 299 | 124 | 0.3% |
| Q3 2025 | 554 | $6.6B | 53,852,271 | 133 | 251 | 127 | 0.6% |
| Q2 2025 | 450 | $5.5B | 48,447,798 | 107 | 225 | 85 | 0.2% |
| Q1 2025 | 368 | $3.2B | 34,145,380 | 76 | 182 | 72 | 0.1% |
| Q4 2024 | 335 | $2.2B | 22,940,252 | 118 | 109 | 56 | 0.1% |
| Q3 2024 | 200 | $1.6B | 17,896,602 | 45 | 75 | 55 | 0.3% |
| Q2 2024 | 174 | $1.4B | 16,245,093 | 52 | 83 | 22 | 0.0% |
| Q1 2024 | 130 | $970.4M | 12,096,669 | 78 | 22 | 13 | 0.0% |
| Q4 2023 | 55 | $129.9M | 1,982,361 | 7 | 18 | 14 | 0.0% |
| Q3 2023 | 57 | $116.0M | 2,111,730 | 6 | 14 | 25 | 0.0% |
| Q2 2023 | 51 | $117.7M | 2,095,666 | 5 | 9 | 25 | 0.0% |
| Q1 2023 | 50 | $142.7M | 2,605,544 | 6 | 18 | 15 | 0.0% |
| Q4 2022 | 53 | $123.6M | 2,176,498 | 21 | 13 | 8 | 0.0% |
| Q3 2022 | 43 | $47.6M | 940,612 | 6 | 13 | 12 | 0.0% |
| Q2 2022 | 47 | $49.0M | 943,172 | 12 | 9 | 18 | 0.0% |
| Q1 2022 | 39 | $55.7M | 912,919 | 4 | 11 | 12 | 0.0% |
| Q4 2021 | 46 | $74.4M | 1,158,213 | 8 | 14 | 9 | 0.0% |
| Q3 2021 | 38 | $46.4M | 767,590 | 4 | 14 | 11 | 0.0% |
| Q2 2021 | 39 | $42.8M | 720,017 | 7 | 10 | 8 | 0.0% |
| Q1 2021 | 38 | $49.4M | 930,058 | 4 | 10 | 8 | 0.0% |
| Q4 2020 | 35 | $41.7M | 788,419 | 5 | 7 | 8 | 0.0% |
| Q3 2020 | 27 | $24.6M | 493,478 | 6 | 7 | 4 | 0.0% |
| Q2 2020 | 27 | $16.6M | 380,388 | 7 | 4 | 7 | 0.0% |
| Q1 2020 | 26 | $13.7M | 376,934 | 5 | 7 | 5 | 0.0% |
| Q4 2019 | 35 | $28.4M | 680,742 | 7 | 7 | 9 | 0.0% |
| Q3 2019 | 24 | $35.5M | 874,467 | 8 | 5 | 5 | 0.0% |
| Q2 2019 | 19 | $25.3M | 625,416 | 3 | 8 | 4 | 0.0% |
| Q1 2019 | 22 | $19.7M | 500,538 | 2 | 9 | 9 | 0.0% |
| Q4 2018 | 24 | $21.9M | 647,341 | 1 | 3 | 0 | 0.0% |