DOSSIER · 13F Holders · Q2 2026
SPMO

INVESCO EXCH TRADED FD TR II

812 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 46138E339·812 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5.6B
visible holders
Holders
812
filers reporting
Concentration
22.10%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

812 institutions reported SPMO in Q2 2026. LPL Financial LLC leads at 22.1% 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
$1.2B7.7M0.28%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$572M3.5M0.03%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$519M3.2M0.03%Q2 2026
04
CWM, LLC
CIK 0001535847
$403M3.6M1.06%Q1 2026
05
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$360M2.2M2.70%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$294M1.8M0.08%Q2 2026
07
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$267M1.7M0.14%Q2 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$239M1.5M0.06%Q2 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$238M1.5M0.04%Q2 2026
10
JPMORGAN CHASE & CO
CIK 0000019617
$176M1.1M0.01%Q2 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$170M1.0M0.20%Q2 2026
12
Cetera Investment Advisers
CIK 0001666741
$158M980K0.14%Q2 2026
13
Perfromance Wealth Partners, LLC
CIK 0001908765
$147M912K3.66%Q2 2026
14
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$140M869K0.21%Q2 2026
15
PLANNING ALTERNATIVES LTD /ADV
CIK 0000712011
$121M751K13.01%Q2 2026
16
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$119M1.1M0.31%Q1 2026
17
Equitable Holdings, Inc.
CIK 0001333986
$115M712K0.69%Q2 2026
18
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$111M722K0.04%Q2 2026
19
Orion Portfolio Solutions, LLC
CIK 0001802647
$111M1.2M0.55%Q1 2025
20
MML INVESTORS SERVICES, LLC
CIK 0000701059
$107M659K0.22%Q2 2026
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