DOSSIER · 13F Holders · Q2 2026
IDMO

INVESCO EXCH TRADED FD TR II

292 institutions still hold INVESCO EXCH TRADED FD TR II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E222·292 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.7B
visible holders
Holders
292
filers reporting
Concentration
24.37%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

292 institutions reported IDMO in Q2 2026. LPL Financial LLC leads at 24.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$404M6.7M0.09%Q2 2026
02
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$212M3.5M0.11%Q2 2026
03
Cetera Investment Advisers
CIK 0001666741
$137M2.3M0.12%Q2 2026
04
SHP Wealth Management
CIK 0001807060
$123M2.0M8.48%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$94M1.6M0.03%Q2 2026
06
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$94M1.6M1.48%Q2 2026
07
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$84M1.4M0.01%Q2 2026
08
Equitable Holdings, Inc.
CIK 0001333986
$56M926K0.33%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$52M861K0.06%Q2 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$49M805K0.06%Q2 2026
11
HighTower Advisors, LLC
CIK 0001462245
$43M713K0.04%Q2 2026
12
MML INVESTORS SERVICES, LLC
CIK 0000701059
$42M704K0.09%Q2 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$38M628K0.01%Q2 2026
14
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$38M625K7.10%Q2 2026
15
BANK OF AMERICA CORP /DE/
CIK 0000070858
$37M612K0.00%Q2 2026
16
Drake & Associates, LLC
CIK 0001935795
$36M598K6.08%Q2 2026
17
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$32M577K0.08%Q1 2026
18
PLANNING ALTERNATIVES LTD /ADV
CIK 0000712011
$30M504K3.26%Q2 2026
19
CWM, LLC
CIK 0001535847
$30M539K0.08%Q1 2026
20
Gratus Wealth Advisors, LLC
CIK 0002022161
$28M470K3.61%Q2 2026
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