13F Insight
DOSSIER · 13F Holders · Q1 2026
SPMO

INVESCO EXCH TRADED FD TR II

725 institutions still hold INVESCO EXCH TRADED FD TR II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E339·725 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.9B
visible holders
Holders
725
filers reporting
Concentration
19.49%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

725 institutions reported SPMO in Q1 2026. LPL Financial LLC leads at 19.5% 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
$762M6.8M0.20%Q1 202602
CWM, LLC
CIK 0001535847
$403M3.6M1.06%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$360M3.2M0.03%Q1 202604
MORGAN STANLEY
CIK 0000895421
$351M3.1M0.02%Q1 202605
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$271M2.4M2.29%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$176M1.6M0.05%Q1 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$173M1.5M0.11%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$151M1.4M0.04%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$147M1.4M0.01%Q1 202610
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$140M869K0.21%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$137M1.2M0.03%Q1 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$119M1.1M0.31%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$114M1.0M0.12%Q1 202614
Orion Portfolio Solutions, LLC
CIK 0001802647
$111M1.2M0.55%Q1 202515
OSAIC HOLDINGS, INC.
CIK 0001677044
$91M815K0.13%Q1 202616
Alpine Bank Wealth Management
CIK 0001974910
$89M792K12.91%Q1 202617
Equitable Holdings, Inc.
CIK 0001333986
$85M711K0.54%Q1 202618
PLANNING ALTERNATIVES LTD /ADV
CIK 0000712011
$83M744K10.77%Q1 202619
Redwood Investment Management, LLC
CIK 0001717479
$74M656K9.14%Q1 202620
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$69M620K3.84%Q1 2026
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