Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q2 2025 (June 30)474holders +83
108new positions
33sold out
4famous investors
$112.40avg. 13F price*
At the end of Q2 2025, 474 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 83 from Q1 2025. 108 opened new positions and 33 sold out. The largest holders were Envestnet Asset Management Inc. ($918.5M), LPL Financial LLC ($600.8M) and Mainstay Capital Management LLC ($295.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P 500 Momentum ETF
- CUSIP
- 46138E339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $388.9M |
| Exits | 33 | $62.9M |
All 13F filers, Q1 2025 → Q2 2025: 19,305,272 shares bought and 2,893,137 shares sold, net +16,412,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 474 holders
| Envestnet Asset Management Inc. | 0.27% | Add +35.8% | 8,166,537 | $918.5M |
| LPL Financial LLC | 0.20% | Add +49.3% | 5,342,070 | $600.8M |
| Mainstay Capital Management LLC | 14.58% | Add +111.9% | 2,628,653 | $295.6M |
| Cwm, LLC | 0.97% | Add +87.2% | 2,458,025 | $276.5M |
| Bank of America Corp. | 0.02% | Add +30.4% | 2,411,349 | $271.2M |
| Clark Capital Management Group, Inc. | 1.74% | Add +32.3% | 2,226,301 | $250.4M |
| Morgan Stanley | 0.01% | Add +236.5% | 1,782,141 | $200.4M |
| Osaic Holdings, Inc. | 0.21% | Add +126.3% | 1,097,393 | $120.1M |
| Money Concepts Capital Corp. | 7.48% | Add +24.5% | 994,382 | $111.8M |
| Orion Porfolio Solutions, LLC | 0.94% | Add +37.4% | 978,755 | $110.1M |
| Cetera Investment Advisers | 0.18% | Add +72.4% | 956,288 | $107.6M |
| Raymond James Financial Inc. | 0.03% | Add +153.7% | 827,966 | $93.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +53.0% | 812,704 | $91.4M |
| Alpine Bank Wealth Management | 13.64% | Add +31.8% | 802,816 | $90.3M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +34.6% | 705,218 | $79.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.5% | 649,186 | $73.0M |
| Planning Alternatives Ltd. | 9.28% | Add +66.1% | 592,909 | $66.7M |
| Wells Fargo & Company | 0.01% | Add +129.6% | 591,633 | $66.5M |
| MML Investors Services, LLC | 0.17% | Add +79.1% | 508,615 | $57.2M |
| Principal Securities, Inc. | 1.04% | Add +104.5% | 492,791 | $55.4M |
| Redhawk Wealth Advisors, Inc. | 6.21% | New | 440,059 | $49.5M |
| Two Sigma Investments, LP | 0.09% | New | 437,400 | $49.2M |
| Marks Wealth, LLC | 15.71% | New | 430,616 | $48.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +65.0% | 428,698 | $48.2M |
| Family Investment Center, Inc. | 10.80% | Add +4.1% | 423,841 | $47.7M |
| Equitable Holdings, Inc. | 0.31% | Add +9.9% | 339,658 | $38.2M |
| Redwood Investment Management, LLC | 3.35% | Add +19.5% | 281,193 | $31.6M |
| Royal Bank of Canada | 0.01% | Add +18.9% | 281,020 | $31.6M |
| UBS Group AG | 0.01% | Reduce -55.5% | 274,208 | $30.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +111.9% | 257,054 | $28.9M |
| Thrivent Financial for Lutherans | 0.06% | Add +218.2% | 247,366 | $27.8M |
| RVW Wealth, LLC | 2.16% | Add +12.8% | 226,007 | $25.4M |
| Fortis Group Advisors, LLC | 4.60% | Add +32.4% | 218,999 | $25.3M |
| HBW Advisory Services LLC | 3.04% | Add +19.5% | 218,875 | $24.6M |
| Insight Wealth Strategies, LLC | 3.09% | Reduce -0.1% | 221,074 | $24.5M |
| Performance Wealth Partners, LLC | 0.78% | New | 215,419 | $24.2M |
| Stifel Financial Corp. | 0.02% | Reduce -28.0% | 206,300 | $23.2M |
| Triton Wealth Management, PLLC | 9.76% | — | 200,151 | $22.9M |
| Bank of Nova Scotia | 0.05% | New | 200,000 | $22.5M |
| Mariner, LLC | 0.03% | Add +237.3% | 190,527 | $21.4M |
| Sanctuary Advisors, LLC | 0.12% | Add +229.9% | 178,106 | $20.0M |
| HighTower Advisors, LLC | 0.02% | Add +80.9% | 170,465 | $19.2M |
| Austin Private Wealth, LLC | 1.51% | Add +1.0% | 169,633 | $19.1M |
| Park Avenue Securities LLC | 0.17% | Add +59.0% | 165,854 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.1% | 165,330 | $18.6M |
| Axxcess Wealth Management, LLC | 0.44% | Add +171.2% | 162,649 | $18.3M |
| Win Advisors, Inc. | 8.52% | Add +447.6% | 157,070 | $17.7M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +829.8% | 154,539 | $17.4M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -0.8% | 154,183 | $17.3M |
| Private Advisor Group, LLC | 0.09% | Add +22.1% | 153,358 | $17.2M |
| Ascent Group, LLC | 0.67% | Reduce -1.2% | 152,214 | $17.1M |
| Ethos Financial Group, LLC | 1.44% | New | 148,375 | $16.7M |
| Invst, LLC | 2.06% | New | 146,839 | $16.5M |
| Parker Investment Management, LLC | 2.44% | New | 141,338 | $15.9M |
| BFI Infinity Ltd. | 12.99% | Add +1350.5% | 138,176 | $15.5M |
| Vigilare Wealth Management | 5.75% | Add +186.6% | 136,473 | $15.3M |
| One Capital Management, LLC | 0.53% | Reduce -66.9% | 136,330 | $15.3M |
| Trilogy Capital Inc. | 0.74% | Reduce -64.4% | 135,739 | $15.3M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +6.2% | 135,238 | $15.2M |
| Altus Wealth Group LLC | 6.54% | Add +3.5% | 131,514 | $14.8M |
| Atria Investments, Inc | 0.17% | Add +694.8% | 130,195 | $14.6M |
| SigFig Wealth Management, LLC | 0.47% | Add +43.5% | 128,364 | $14.4M |
| CreativeOne Wealth, LLC | 0.37% | Add +4.8% | 124,805 | $14.0M |
| Seros Financial, LLC | 8.82% | Reduce -8.3% | 123,761 | $13.9M |
| Brookwood Investment Group LLC | 2.20% | Reduce -47.7% | 121,584 | $13.7M |
| Kovack Advisors, Inc. | 1.34% | New | 121,504 | $13.7M |
| Financial Enhancement Group LLC | 1.95% | Reduce -2.4% | 121,605 | $13.6M |
| IHT Wealth Management, LLC | 0.37% | Add +1.7% | 121,171 | $13.6M |
| Bull Oak Capital, LLC | 5.82% | New | 113,569 | $12.8M |
| Harbour Investments, Inc. | 0.32% | Add +29.6% | 112,714 | $12.7M |
| Avantax Advisory Services, Inc. | 0.07% | Add +66.0% | 108,008 | $12.1M |
| Integrity Alliance, Llc. | 0.66% | Reduce -14.3% | 106,652 | $12.0M |
| Goldstein Advisors, LLC | 1.61% | Reduce -1.7% | 106,381 | $12.0M |
| Marshall Wace, LLP | 0.01% | New | 105,820 | $11.9M |
| Fischer Investment Strategies, LLC | 7.55% | Add +447.0% | 99,987 | $11.2M |
| IFG Advisory, LLC | 0.55% | Add +1.2% | 98,070 | $11.0M |
| Capitolis Liquid Global Markets LLC | 0.08% | New | 91,800 | $10.3M |
| Mutual Advisors, LLC | 0.25% | Add +411.3% | 88,561 | $10.2M |
| Perigon Wealth Management, LLC | 0.22% | Add +16.8% | 83,168 | $9.4M |
| Sierra Ocean, LLC | 6.63% | Add +10.9% | 81,799 | $9.2M |
| CFS Investment Advisory Services, LLC | 0.74% | Reduce -0.7% | 80,634 | $9.1M |
| Clear Creek Financial Management, LLC | 0.86% | Add +6.4% | 80,248 | $9.0M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -17.5% | 79,320 | $8.9M |
| WJ Wealth Management, LLC | 2.78% | Reduce -11.8% | 78,242 | $8.8M |
| Invesco Ltd. | 0.00% | Add +43.9% | 76,100 | $8.6M |
| Able Wealth Management LLC | 4.24% | Add +9.4% | 74,796 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +15.4% | 74,686 | $8.4M |
| Centennial Wealth Advisory LLC | 2.60% | Add +8.4% | 73,986 | $8.2M |
| Manchester Financial Inc. | 1.71% | Add +95.7% | 72,492 | $8.2M |
| Compass Financial Services Inc | 3.79% | Add +8992.8% | 69,651 | $7.8M |
| Jones Financial Companies LLLP | 0.01% | Add +66.0% | 69,853 | $7.8M |
| Tempus Wealth Planning, LLC | 1.92% | Add +62.1% | 68,406 | $7.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -57.5% | 67,517 | $7.6M |
| StoneCrest Wealth Management, Inc. | 3.61% | Add +8.4% | 67,427 | $7.6M |
| Horst & Graben Wealth Management LLC | 1.24% | Add +4.8% | 66,581 | $7.5M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -3.2% | 65,494 | $7.4M |
| Financial Partners Group, Inc | 1.00% | Add +11.4% | 64,509 | $7.3M |
| B. Riley Wealth Advisors, Inc. | 0.34% | Reduce -9.0% | 62,728 | $7.1M |
| Physician Wealth Advisors, Inc. | 1.10% | Add +0.3% | 62,266 | $7.0M |
| Colonial River Investments, LLC | 2.96% | Add +16.7% | 61,221 | $6.9M |
| Global Retirement Partners, LLC | 0.17% | — | 60,206 | $6.8M |
| WealthCare Investment Partners, LLC | 2.41% | Add +13.5% | 59,654 | $6.7M |
| Jackson Wealth Management, LLC | 0.72% | Add +147.4% | 58,760 | $6.6M |
| Ewa, LLC | 2.07% | Reduce -1.0% | 58,448 | $6.6M |
| Nova Wealth Management, Inc. | 4.68% | Add +36.5% | 56,650 | $6.4M |
| Rollins Financial Advisors, LLC | 1.00% | Add +372.2% | 55,825 | $6.3M |
| VestGen Advisors, LLC | 0.25% | Add +7.8% | 55,017 | $6.2M |
| Berbice Capital Management LLC | 4.25% | Add +119.7% | 53,909 | $6.1M |
| Tactive Advisors, LLC | 1.95% | — | 53,600 | $6.0M |
| Security Financial Services, INC. | 1.06% | Reduce -2.4% | 53,166 | $6.0M |
| TD Private Client Wealth LLC | 0.15% | New | 52,919 | $6.0M |
| Independent Financial Group, LLC | 0.16% | Add +30.9% | 52,824 | $5.9M |
| Oppenheimer & Co. Inc. | 0.08% | Add +160.3% | 52,387 | $5.9M |
| AE Wealth Management LLC | 0.04% | Add +21.4% | 52,252 | $5.9M |
| Tower Research Capital LLC (TRC) | 0.16% | Add +134.5% | 52,231 | $5.9M |
| Vicus Capital | 0.49% | Reduce -26.6% | 51,945 | $5.8M |
| One Wealth Advisors, LLC | 0.80% | Add +1.6% | 50,958 | $5.7M |
| GeoWealth Management, LLC | 0.22% | Add +583.4% | 50,889 | $5.7M |
| Geneos Wealth Management Inc. | 0.14% | Add +26.0% | 49,886 | $5.6M |
| KWB Wealth | 0.68% | Add +1.5% | 60,625 | $5.6M |
| NewEdge Advisors, LLC | 0.03% | Add +11.7% | 49,744 | $5.6M |
| Level Four Advisory Services, LLC | 0.20% | Add +753.5% | 48,769 | $5.5M |
| Professional Financial Advisors, LLC | 1.26% | Add +1.7% | 48,259 | $5.4M |
| Integrity Investment Advisors, LLC | 4.10% | Add +20.2% | 47,430 | $5.3M |
| Stonebrook Private Inc. | 1.25% | Reduce -8.4% | 47,367 | $5.3M |
| Chicago Partners Investment Group LLC | 0.15% | New | 46,313 | $5.3M |
| Triad Wealth Partners, LLC | 1.06% | Add +22.3% | 46,710 | $5.3M |
| Alpha Zero LLC | 3.35% | Add +324.7% | 45,687 | $5.1M |
| Darrow Company, Inc. | 2.60% | Add +8.7% | 45,666 | $5.1M |
| Meridian Wealth Management, LLC | 0.21% | Add +203.3% | 43,073 | $4.8M |
| Tidemark, LLC | 1.54% | Add +4.3% | 42,388 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +3.8% | 42,228 | $4.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.31% | Add +516.4% | 42,200 | $4.7M |
| Delta Wealth Advisors LLC | 3.92% | Add +2.7% | 41,564 | $4.7M |
| Detalus Advisors, LLC | 1.34% | Reduce -3.4% | 41,202 | $4.6M |
| Burt Wealth Advisors | 1.06% | No change | 41,200 | $4.6M |
| Cardinal Strategic Wealth Guidance | 1.33% | Reduce -6.6% | 40,893 | $4.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +4.3% | 40,618 | $4.6M |
| Renaissance Technologies | 0.01% | New | 40,100 | $4.5M |
| Centerpoint Advisory Group | 3.91% | Add +61.8% | 40,055 | $4.5M |
| Tudor Investment Corporation | 0.03% | Reduce -36.1% | 39,558 | $4.4M |
| Smith, Moore & Co. | 0.37% | New | 39,513 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.31% | Add +84.5% | 39,377 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.8% | 39,124 | $4.4M |
| LWM Advisory Services, LLC | 3.01% | Add +7.5% | 38,862 | $4.4M |
| Schorn Wealth LLC | 1.41% | Reduce -2.3% | 37,923 | $4.3M |
| Ameritas Advisory Services, LLC | 0.22% | Add +859.3% | 37,738 | $4.2M |
| Convergence Financial, LLC | 0.71% | New | 36,901 | $4.2M |
| Eagle Capital Management, LLC | 1.79% | New | 36,125 | $4.1M |
| World Investment Advisors | 0.09% | Add +335.6% | 35,281 | $4.0M |
| Financial Advocates Investment Management | 0.32% | Add +1.4% | 34,946 | $3.9M |
| Peak Financial Advisors LLC | 1.96% | New | 34,106 | $3.8M |
| Silver Oak Securities, Incorporated | 0.31% | Add +504.3% | 33,152 | $3.7M |
| AIFG Consultants Ltd. | 7.12% | Reduce -3.8% | 32,485 | $3.7M |
| Merit Financial Group, LLC | 0.04% | Add +9.6% | 32,290 | $3.6M |
| Golden State Wealth Management, LLC | 0.44% | Add +63572.0% | 31,836 | $3.6M |
| Beacon Capital Management, Inc. | 0.18% | Reduce -1.0% | 31,495 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.08% | New | 31,304 | $3.5M |
| Watershed Private Wealth LLC | 1.28% | Reduce -3.8% | 31,278 | $3.5M |
| Focus Financial Network, Inc. | 0.13% | Add +5.9% | 29,386 | $3.3M |
| McNaughton Wealth Management, LLC | 1.47% | Add +0.3% | 29,364 | $3.3M |
| Kane Investment Management, Inc. | 1.72% | Reduce -10.1% | 29,129 | $3.3M |
| First Heartland Consultants, Inc. | 0.29% | Add +231.4% | 29,153 | $3.3M |
| Advance Capital Management, Inc. | 0.15% | Add +16.4% | 28,844 | $3.2M |
| TSA Wealth Managment LLC | 1.18% | Reduce -1.9% | 28,834 | $3.2M |
| Vertex Planning Partners, LLC | 0.67% | Add +2.4% | 28,543 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +5.3% | 28,350 | $3.2M |
| Maia Wealth LLC | 0.60% | Add +2.0% | 28,108 | $3.2M |
| Kingswood Wealth Advisors, LLC | 0.24% | Add +91.4% | 27,545 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -0.4% | 27,375 | $3.1M |
| Sagespring Wealth Partners, LLC | 0.07% | New | 27,220 | $3.1M |
| Allworth Financial LP | 0.01% | Reduce -3.2% | 27,026 | $3.0M |
| Kelly Financial Services LLC | 0.88% | Add +52.2% | 26,633 | $3.0M |
| Cobblestone Asset Management LLC | 1.57% | Reduce -10.3% | 26,627 | $3.0M |
| ArborFi Advisors, LLC | 2.62% | Add +32.6% | 26,507 | $3.0M |
| Endowment Wealth Management, Inc. | 1.53% | Add +6.0% | 26,370 | $3.0M |
| US Bancorp \de | 0.00% | Add +6.3% | 26,298 | $3.0M |
| Orser Capital Management, LLC | 2.10% | New | 26,185 | $2.9M |
| MAS Advisors LLC | 4.78% | Reduce -14.9% | 25,994 | $2.9M |
| National Bank of Canada | 0.00% | Add +7.0% | 25,734 | $2.9M |
| Cibc World Market Inc. | 0.01% | Add +57.2% | 25,142 | $2.8M |
| Lionsbridge Wealth Management LLC | 2.81% | New | 25,136 | $2.8M |
| CoreCap Advisors, LLC | 0.11% | Add +13.2% | 25,081 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +0.8% | 25,062 | $2.8M |
| Hobbs Wealth Management, LLC | 2.69% | Add +5.1% | 25,030 | $2.8M |
| Wetzel Investment Advisors, Inc. | 1.29% | Reduce -36.0% | 24,983 | $2.8M |
| Cypress Wealth Services, LLC | 0.50% | Add +5.1% | 24,904 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -94.4% | 24,734 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +50.5% | 24,497 | $2.8M |
| Prostatis Group LLC | 0.77% | Reduce -6.9% | 23,770 | $2.7M |
| Kingsview Wealth Management, LLC | 0.04% | New | 22,866 | $2.6M |
| M1 Capital Management LLC | 1.28% | Add +0.6% | 22,567 | $2.5M |
| Washington Growth Strategies LLC | 1.88% | — | 21,888 | $2.5M |
| Mayflower Financial Advisors, LLC | 0.34% | Add +11.6% | 21,583 | $2.4M |
| Advyzon Investment Management, LLC | 0.54% | New | 21,491 | $2.4M |
| Worth Asset Management, LLC | 1.19% | New | 21,473 | $2.4M |
| Betterment LLC | 0.01% | Reduce -2.0% | 21,346 | $2.4M |
| Mascagni Wealth Management, Inc. | 2.04% | Add +336.9% | 21,249 | $2.4M |
| Vista Cima Wealth Management LLC | 2.23% | Reduce -0.6% | 21,220 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +2.9% | 21,115 | $2.4M |
| Florida Financial Advisors, LLC | 0.57% | Add +573.1% | 20,961 | $2.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6.4% | 20,780 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +7545.1% | 20,871 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +7.2% | 20,383 | $2.3M |
| Southland Equity Partners LLC | 0.50% | Add +16.2% | 20,115 | $2.3M |
| D. E. Shaw & Co. | 0.00% | New | 19,796 | $2.2M |
| Spectrum Planning & Advisory Services Inc. | 1.41% | Reduce -10.1% | 19,384 | $2.2M |
| Good Life Advisors, LLC | 0.13% | Add +126.4% | 19,064 | $2.1M |
| Coppell Advisory Solutions LLC | 0.25% | New | 18,926 | $2.1M |
| Apeiron RIA LLC | 0.54% | Add +7.2% | 18,790 | $2.1M |
| Orca Investment Management, LLC | 1.90% | Reduce -10.2% | 18,736 | $2.1M |
| Balboa Wealth Partners | 0.41% | New | 18,350 | $2.1M |
| Freedom Investment Management, Inc. | 0.16% | Add +0.9% | 18,175 | $2.0M |
| Tradition Wealth Management, LLC | 0.16% | Add +0.5% | 18,155 | $2.0M |
| StoneX Group Inc. | 0.10% | Add +26.8% | 18,001 | $2.0M |
| Leavell Investment Management, Inc. | 0.09% | Add +42.1% | 17,400 | $2.0M |
| Optivise Advisory Services LLC | 0.98% | New | 17,100 | $1.9M |
| USAdvisors Wealth Management, LLC | 0.71% | Reduce -92.5% | 17,086 | $1.9M |
| RFG Advisory, LLC | 0.04% | Add +407.7% | 17,024 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -2.1% | 16,975 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -5.0% | 16,965 | $1.9M |
| Lifelong Wealth Advisors, Inc. | 0.63% | Add +5.9% | 16,824 | $1.9M |
| Creative Financial Designs Inc. | 0.14% | Add +17.1% | 16,812 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +27.0% | 16,330 | $1.8M |
| Gen-Wealth Partners Inc | 0.71% | Add +1.1% | 16,297 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | Add +86.8% | 15,754 | $1.8M |
| Arkadios Wealth Advisors | 0.05% | Add +12.5% | 15,682 | $1.8M |
| Kestra Investment Management, LLC | 0.05% | Add +73.0% | 15,439 | $1.7M |
| Arrowroot Family Office, LLC | 0.78% | — | 15,429 | $1.7M |
| BlueChip Wealth Advisors LLC | 0.71% | Add +5.9% | 15,391 | $1.7M |
| Horizon Investment Services, LLC | 0.76% | Add +14.0% | 15,368 | $1.7M |
| Weaver Consulting Group | 0.46% | Add +34.0% | 14,903 | $1.7M |
| Compound Planning, Inc. | 0.06% | Add +27.9% | 14,866 | $1.7M |
| Ameriflex Group, Inc. | 0.85% | Add +8.8% | 14,593 | $1.6M |
| Strait & Sound Wealth Management LLC | 0.69% | Add +0.7% | 14,349 | $1.6M |
| PFG Advisors | 0.07% | Add +16.6% | 14,305 | $1.6M |
| FFG Retirement Advisors LLC | 0.98% | Add +4.3% | 13,916 | $1.6M |
| Boyce & Associates Wealth Consulting, Inc. | 1.41% | New | 13,760 | $1.5M |
| Roger Wittlin Investment Advisory, LLC | 0.83% | New | 13,172 | $1.5M |
| Pachira Investments Inc. | 1.10% | New | 12,918 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Reduce -9.5% | 12,908 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +21.8% | 12,888 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +83.1% | 12,858 | $1.4M |
| Kickstand Ventures, Llc. | 0.33% | Add +14.0% | 12,371 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +51.1% | 11,964 | $1.4M |
| Brookstone Capital Management | 0.02% | Add +144.3% | 12,043 | $1.4M |
| Mgo One Seven LLC | 0.04% | Add +31.6% | 12,016 | $1.4M |
| Theory Financial LLC | 0.50% | Add +0.8% | 11,434 | $1.3M |
| SteelPeak Wealth, LLC | 0.05% | Add +234.4% | 11,706 | $1.3M |
| Sugar Maple Asset Management, LLC | 1.01% | New | 11,495 | $1.3M |
| Wealth Management Associates, Inc. | 0.50% | New | 11,477 | $1.3M |
| Signet Financial Management, LLC | 0.16% | Add +19.1% | 11,416 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -4.7% | 11,147 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.38% | Add +377.6% | 11,080 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | New | 10,964 | $1.2M |
| Lunt Capital Management, Inc. | 0.46% | New | 10,653 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.46% | Add +29.8% | 10,759 | $1.2M |
| International Assets Investment Management, LLC | 0.10% | New | 10,488 | $1.2M |
| Fifth Third Securities, Inc. | 0.09% | Add +228.2% | 10,369 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 10,122 | $1.1M |
| Bush Investment Group, LLC | 0.76% | Add +1.5% | 10,044 | $1.1M |
| Petra Financial Advisors Inc. | 0.72% | Add +206.4% | 10,029 | $1.1M |
| L.M. Kohn & Company | 0.30% | New | 9,967 | $1.1M |
| New Century Financial Group, LLC | 1.30% | New | 9,830 | $1.1M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -19.2% | 9,804 | $1.1M |
| Spire Wealth Management | 0.04% | Add +60.6% | 9,775 | $1.1M |
| My Legacy Advisors, LLC | 0.38% | Add +3.6% | 9,598 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Add +16.2% | 9,589 | $1.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +32.8% | 13,080 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.47% | Add +1.2% | 9,556 | $1.1M |
| Peachtree Investment Partners, LLC | 0.41% | New | 9,505 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 9,486 | $1.1M |
| Claris Financial LLC | 0.80% | Add +22.1% | 9,439 | $1.1M |
| Wedmont Private Capital | 0.04% | Add +30.6% | 9,332 | $1.0M |
| TD Capital Management LLC | 0.10% | Add +174.8% | 9,148 | $1.0M |
| TBH Global Asset Management, LLC | 0.22% | Reduce -1.2% | 6,995 | $1.0M |
| Cyr Financial Inc. | 0.77% | Reduce -8.6% | 8,905 | $1.0M |
| Goldstone Financial Group, LLC | 0.13% | Add +244.8% | 8,882 | $999K |
| HRT Financial LP | 0.00% | Reduce -42.8% | 8,798 | $989K |
| Roman Butler Fullerton & Co. | 0.29% | New | 8,442 | $971K |
| United Advisor Group, LLC | 0.16% | Add +173.8% | 8,461 | $952K |
| Smith Shellnut Wilson LLC | 0.40% | Add +109.4% | 8,138 | $915K |
| TCP Asset Management, LLC | 0.18% | No change | 7,986 | $898K |
| Iams Wealth Management, LLC | 0.41% | New | 7,928 | $892K |
| Fiduciary Alliance LLC | 0.07% | New | 7,885 | $887K |
| Csenge Advisory Group | 0.05% | Add +22.6% | 8,387 | $884K |
| Strategic Blueprint, LLC | 0.04% | Reduce -3.7% | 7,821 | $880K |
| WealthPLAN Partners, LLC | 0.14% | Add +2.4% | 7,808 | $878K |
| Wealthgarden F.S. LLC | 0.72% | Reduce -5.3% | 7,492 | $867K |
| Smartleaf Asset Management LLC | 0.07% | Add +555.1% | 7,357 | $823K |
| Calton & Associates, Inc. | 0.14% | New | 6,954 | $782K |
| CAP Partners, LLC | 0.49% | Add +6.6% | 6,905 | $777K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +1.0% | 6,821 | $767K |
| Exchange Traded Concepts, LLC | 0.01% | New | 6,718 | $756K |
| Synergy Asset Management, LLC | 0.08% | Add +23.4% | 6,554 | $737K |
| Northwest Capital Management Inc | 0.40% | Reduce -56.3% | 6,495 | $730K |
| Tradewinds, LLC. | 0.55% | New | 6,480 | $729K |
| Merkkuri Wealth Advisors LLC | 0.55% | Add +41.4% | 6,480 | $729K |
| Prospera Financial Services Inc | 0.01% | New | 6,469 | $728K |
| Turtle Creek Wealth Advisors, LLC | 0.08% | New | 6,370 | $716K |
| Barnes Wealth Management Group, Inc | 0.42% | Add +49.1% | 6,323 | $711K |
| Quantinno Capital Management LP | 0.00% | New | 6,267 | $705K |
| RAM Investment Partners, LLC | 0.15% | No change | 6,147 | $691K |
| Sutton Place Investors LLC | 0.41% | Add +1.9% | 6,015 | $677K |
| OMNI 360 Wealth, Inc. | 0.41% | Add +16.6% | 5,929 | $667K |
| Roof Eidam Maycock Peralta, LLC | 0.16% | New | 5,875 | $661K |
| Lifeworks Advisors, LLC | 0.10% | Add +110.4% | 5,830 | $656K |
| Clearview Wealth Advisors LLC | 0.46% | Add +1.0% | 5,828 | $655K |
| Trinity Wealth Management, LLC | 0.25% | Add +99.9% | 5,658 | $636K |
| Sovran Advisors, LLC | 0.07% | Reduce -44.5% | 5,643 | $628K |
| Virtue Capital Management, LLC | 0.11% | Add +50.0% | 5,538 | $623K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Reduce -71.7% | 5,479 | $616K |
| IFP Advisors, Inc | 0.02% | Add +1040.0% | 5,472 | $615K |
| Elios Financial Group Inc. | 0.27% | New | 5,376 | $605K |
| Emergent Wealth Advisors, LLC | 0.37% | Add +2.1% | 5,191 | $584K |
| Beacon Financial Advisory LLC | 0.15% | Add +13.7% | 5,170 | $582K |
| Stone House Investment Management, LLC | 0.11% | Add +212.6% | 5,133 | $577K |
| CPR Investments Inc. | 0.45% | New | 5,133 | $577K |
| Verus Capital Partners, LLC | 0.05% | Add +74.7% | 5,109 | $575K |
| Hershey Financial Advisers, LLC | 0.50% | — | 4,995 | $562K |
| WealthTrak Capital Management LLC | 0.46% | Add +13.3% | 4,885 | $549K |
| GPS Wealth Strategies Group, LLC | 0.06% | New | 4,809 | $541K |
| Signal Advisors Wealth, LLC | 0.04% | New | 4,758 | $535K |
| FMR LLC | 0.00% | Reduce -0.9% | 4,748 | $534K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +468.9% | 4,699 | $528K |
| Diversify Advisory Services, LLC | 0.02% | Add +41.3% | 4,451 | $527K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | Reduce -6.5% | 4,659 | $524K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -28.5% | 4,622 | $520K |
| Capital Analysts, LLC | 0.02% | Reduce -6.6% | 4,601 | $518K |
| Visionary Wealth Advisors | 0.03% | Reduce -12.5% | 4,542 | $511K |
| Commerce Bank | 0.00% | New | 4,496 | $506K |
| Harvest Investment Services, LLC | 0.11% | Add +1.6% | 4,493 | $505K |
| Sharkey, Howes & Javer | 0.07% | New | 4,421 | $497K |
| Stephens Inc. | 0.01% | Add +2.1% | 4,408 | $496K |
| Comprehensive Financial Planning, Inc. | 0.39% | Add +37.9% | 4,403 | $495K |
| WMG Financial Advisors, LLC | 0.18% | New | 4,396 | $494K |
| Hilltop Holdings Inc. | 0.03% | Add +39.4% | 4,395 | $494K |
| Soltis Investment Advisors LLC | 0.04% | New | 4,379 | $493K |
| Sheets Smith Wealth Management | 0.06% | New | 4,362 | $491K |
| Semmax Financial Advisors Inc. | 0.12% | Add +3.2% | 4,125 | $483K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -15.0% | 4,254 | $478K |
| Retireful, LLC | 0.33% | New | 4,200 | $472K |
| CW Advisors, LLC | 0.00% | No change | 4,177 | $470K |
| Financial Architects, LLC | 0.28% | New | 4,155 | $467K |
| Fullcircle Wealth LLC | 0.17% | Add +3.5% | 4,037 | $465K |
| Fulcrum Equity Management | 0.48% | Add +88.9% | 4,117 | $463K |
| Nwam LLC | 0.03% | Add +1.2% | 3,998 | $463K |
| Brand Asset Management Group, Inc. | 0.17% | Add +48.6% | 4,040 | $454K |
| RDA Financial Network | 0.12% | Add +1.3% | 4,031 | $453K |
| Citadel Advisors | 0.00% | Reduce -93.5% | 3,995 | $449K |
| Absolute Capital Management, LLC | 0.22% | Add +23.9% | 3,841 | $432K |
| World Equity Group, Inc. | 0.12% | Reduce -55.1% | 3,837 | $432K |
| Reliant Investment Partners, LLC | 0.37% | New | 3,819 | $430K |
| Sequent Planning LLC | 0.13% | Add +3.6% | 3,759 | $423K |
| Private Trust Co. NA | 0.04% | Reduce -27.1% | 3,719 | $418K |
| MKT Advisors LLC | 0.16% | Add +3.9% | 3,570 | $395K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.8% | 3,496 | $393K |
| Lion Street Advisors, LLC | 0.12% | Reduce -1.3% | 3,440 | $387K |
| Catalina Capital Group, LLC | 0.26% | Reduce -0.2% | 3,394 | $382K |
| Integrated Advisors Network LLC | 0.02% | Add +9.9% | 3,376 | $380K |
| MSH Capital Advisors LLC | 0.11% | Add +3.8% | 3,320 | $373K |
| Trademark Financial Management, LLC | 0.22% | New | 3,187 | $358K |
| RHS Financial, LLC | 0.20% | New | 3,174 | $357K |
| Peregrine Asset Advisers, Inc. | 0.11% | New | 3,140 | $353K |
| Narwhal Capital Management | 0.03% | No change | 3,135 | $353K |
| Yukon Wealth Management, Inc. | 0.13% | New | 3,117 | $351K |
| JBR Co Financial Management Inc | 0.17% | New | 3,059 | $344K |
| Trail Ridge Investment Advisors, LLC | 0.17% | Add +13.0% | 2,973 | $344K |
| GTS Securities LLC | 0.02% | Reduce -80.9% | 3,033 | $341K |
| Comerica Bank | 0.00% | New | 3,029 | $341K |
| National Wealth Management Group, LLC | 0.19% | Add +31.0% | 2,942 | $331K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 2,877 | $324K |
| Bank of Montreal | 0.00% | Add +93.2% | 2,865 | $322K |
| Creative Planning | 0.00% | Reduce -78.8% | 2,859 | $322K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 2,713 | $305K |
| Valued Retirements, Inc. | 0.34% | New | 2,711 | $305K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.0% | 2,709 | $305K |
| MN Wealth Advisors, LLC | 0.18% | New | 2,704 | $304K |
| Maripau Wealth Management LLC | 0.15% | New | 2,682 | $302K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -22.3% | 2,679 | $301K |
| Castleview Partners, LLC | 0.19% | New | 2,650 | $298K |
| Baird Financial Group, Inc. | 0.00% | Reduce -41.6% | 2,625 | $295K |
| BlackRock, Inc. | 0.00% | Reduce -85.0% | 2,625 | $295K |
| Primoris Wealth Advisors, LLC | 0.20% | Reduce -95.3% | 2,615 | $294K |
| Latitude Advisors, LLC | 0.14% | Add +5.0% | 2,554 | $287K |
| Lantern Wealth Advisors, LLC | 0.17% | — | 2,546 | $286K |
| Certified Advisory Corp | 0.03% | Add +0.2% | 2,522 | $284K |
| Tectonic Advisors LLC | 0.02% | Reduce -5.2% | 2,464 | $277K |
| GK Wealth Management LLC | 0.27% | Add +3.4% | 2,398 | $270K |
| Richmond Investment Services, LLC | 0.06% | Reduce -13.1% | 2,374 | $267K |
| SMART Wealth LLC | 0.08% | Reduce -0.7% | 2,359 | $265K |
| Resurgent Financial Advisors LLC | 0.15% | Add +0.4% | 2,345 | $264K |
| Bell Investment Advisors, Inc | 0.05% | Add +0.2% | 2,330 | $262K |
| Evoke Wealth, LLC | 0.01% | Reduce -20.9% | 2,312 | $260K |
| Sowell Financial Services LLC | 0.01% | Add +3.8% | 2,263 | $255K |
| Tripletail Wealth Management, LLC | 0.36% | — | 2,155 | $253K |
| Simplicity Wealth,LLC | 0.01% | New | 2,247 | $253K |
| TAGStone Capital, Inc. | 0.10% | New | 2,140 | $251K |
| GWN Securities Inc. | 0.05% | Reduce -35.8% | 2,215 | $250K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -39.4% | 2,218 | $249K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.2% | 2,210 | $249K |
| Seeds Investor LLC | 0.06% | New | 2,207 | $248K |
| LexAurum Advisors, LLC | 0.04% | New | 2,133 | $240K |
| Synovus Financial Corp. | 0.00% | New | 2,096 | $236K |
| Arete Wealth Advisors, LLC | 0.02% | New | 2,080 | $234K |
| City Center Advisors, LLC | 0.25% | New | 2,063 | $232K |
| Herold Advisors, Inc. | 0.05% | Reduce -6.4% | 2,032 | $229K |
| LGT Financial Advisors LLC | 0.58% | Add +18.0% | 2,027 | $228K |
| Ellenbecker Investment Group | 0.04% | New | 1,993 | $224K |
| Bison Wealth, LLC | 0.02% | New | 1,987 | $224K |
| Smart Money Group LLC | 0.07% | Reduce -63.4% | 1,946 | $219K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,902 | $214K |
| Cadence Bank | 0.01% | New | 1,881 | $212K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 1,867 | $210K |
| Caliber Wealth Management, LLC / KS | 0.02% | New | 1,855 | $209K |
| Vawter Financial, Ltd. | 2.35% | New | 1,851 | $208K |
| Fortitude Advisory Group L.L.C. | 0.12% | New | 1,845 | $208K |
| Magnolia Capital Advisors LLC | 0.05% | New | 1,836 | $207K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -5.5% | 1,646 | $185K |
| Avion Wealth | 0.04% | New | 1,500 | $168K |
| Larson Financial Group LLC | 0.01% | New | 1,471 | $165K |
| Financial Freedom, LLC | 0.09% | No change | 1,433 | $161K |
| Richardson Financial Services Inc. | 0.10% | Add +42.6% | 1,373 | $152K |
| Evolution Wealth Management Inc. | 0.18% | — | 1,303 | $147K |
| Centaurus Financial, Inc. | 0.01% | Add +9.1% | 1,301 | $146K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | New | 1,186 | $141K |
| Sarver Vrooman Wealth Advisors | 0.09% | No change | 1,216 | $137K |
| First Horizon Advisors, Inc. | 0.00% | New | 1,203 | $135K |
| Citigroup Inc. | 0.00% | Reduce -19.3% | 1,166 | $131K |
| Ancora Advisors LLC | 0.00% | New | 1,062 | $119K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -26.7% | 956 | $108K |
| Trust Co. of Vermont | 0.00% | New | 827 | $93K |
| Global Trust Asset Management, LLC | 0.05% | New | 775 | $87K |
| Park Square Financial Group, LLC | 0.06% | Reduce -39.9% | 682 | $77K |
| Chilton Capital Management LLC | 0.00% | No change | 641 | $72K |
| Legacy Investment Solutions, LLC | 0.03% | — | 586 | $66K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -8.4% | 586 | $66K |
| Sound Income Strategies, LLC | 0.00% | No change | 529 | $59K |
| WealthShield Partners, LLC | 0.01% | Add +61.6% | 496 | $56K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 430 | $48K |
| Fourth Dimension Wealth, LLC | 0.02% | Add +33.3% | 400 | $45K |
| Tradewinds Capital Management, LLC | 0.01% | Add +342.5% | 354 | $40K |
| Rossby Financial, LCC | 0.01% | Add +237.8% | 304 | $34K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | New | 280 | $31K |
| GHP Investment Advisors, Inc. | 0.00% | Add +99.3% | 265 | $30K |
| Schroder Investment Management Group | 0.00% | New | 235 | $26K |
| Smithfield Trust Co | 0.00% | No change | 226 | $26K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +317.0% | 221 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | New | 214 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 222 | $24K |
| Bogart Wealth, LLC | 0.00% | Add +2.5% | 205 | $23K |
| Team Financial Group, LLC | 0.01% | New | 200 | $23K |
| Arax Advisory Partners | 0.00% | New | 194 | $22K |
| Archer Investment Corp | 0.00% | No change | 182 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 175 | $20K |
| Westend Capital Management, LLC | 0.01% | No change | 146 | $16K |
| Hollencrest Capital Management | 0.00% | Reduce -27.4% | 146 | $16K |
| Copia Wealth Management | 0.01% | No change | 139 | $16K |
| Salomon & Ludwin, LLC | 0.00% | New | 140 | $16K |
| Costello Asset Management, INC | 0.01% | No change | 117 | $13K |
| BankPlus Trust Department | 0.00% | No change | 93 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Add +62.5% | 91 | $10K |
| Russell Investments Group, Ltd. | 0.00% | Add +179.3% | 81 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 65 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.6% | 57 | $6K |
| Kilter Group LLC | 0.00% | New | 53 | $6K |
| Scarborough Advisors, LLC | 0.00% | New | 48 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 27 | $3K |
| Simplex Trading, LLC | 0.00% | Reduce -65.0% | 34 | $3K |
| Transce3nd, LLC | 0.00% | New | 24 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 19 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 6 | $675 |
| Proathlete Wealth Management LLC | 0.00% | Add +66.7% | 5 | $563 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $116 |
"% of holder's portfolio" is SPMO's weight in each manager's 13F, not the share of Invesco S&P 500 Momentum ETF the manager owns.