Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q3 2025 (September 30)573holders +99
134new positions
31sold out
3famous investors
$121.00avg. 13F price*
At the end of Q3 2025, 573 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 99 from Q2 2025. 134 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($779.9M), Envestnet Asset Management Inc. ($495.9M) and Bank of America Corp. ($337.2M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 134 | $655.7M |
| Exits | 31 | $77.1M |
All 13F filers, Q2 2025 → Q3 2025: 14,845,325 shares bought and 9,360,617 shares sold, net +5,484,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 573 holders
| LPL Financial LLC | 0.23% | Add +20.6% | 6,442,003 | $779.9M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -49.8% | 4,096,003 | $495.9M |
| Bank of America Corp. | 0.03% | Add +15.5% | 2,785,766 | $337.2M |
| Cwm, LLC | 0.95% | Add +6.7% | 2,622,555 | $317.5M |
| Vantagepoint Investment Advisers LLC | 2.59% | New | 2,619,913 | $317.2M |
| Morgan Stanley | 0.02% | Add +39.3% | 2,482,943 | $300.6M |
| Mainstay Capital Management LLC | 16.56% | Reduce -48.1% | 1,364,314 | $165.2M |
| Raymond James Financial Inc. | 0.05% | Add +62.0% | 1,341,003 | $162.3M |
| Cetera Investment Advisers | 0.16% | Add +22.0% | 1,166,936 | $141.3M |
| Osaic Holdings, Inc. | 0.19% | Add +5.9% | 1,162,367 | $137.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +35.3% | 1,099,802 | $133.1M |
| Money Concepts Capital Corp. | 7.45% | Add +0.3% | 997,865 | $120.8M |
| Wells Fargo & Company | 0.02% | Add +49.1% | 882,057 | $106.8M |
| Clark Capital Management Group, Inc. | 0.65% | Reduce -61.3% | 861,413 | $104.3M |
| Alpine Bank Wealth Management | 14.56% | Add +6.4% | 854,512 | $103.4M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +18.9% | 838,769 | $101.5M |
| JPMorgan Chase & Co. | 0.01% | Add +7.8% | 699,985 | $84.7M |
| Redwood Investment Management, LLC | 8.16% | Add +121.4% | 622,529 | $75.4M |
| Planning Alternatives Ltd. | 9.31% | Add +1.1% | 599,180 | $72.5M |
| MML Investors Services, LLC | 0.18% | Add +10.2% | 560,360 | $67.8M |
| Marks Wealth, LLC | 20.93% | Add +30.0% | 559,697 | $67.8M |
| Two Sigma Investments, LP | 0.11% | Add +24.3% | 543,500 | $65.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.20% | New | 537,274 | $65.0M |
| Private Advisor Group, LLC | 0.31% | Add +236.7% | 516,283 | $62.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +16.6% | 499,910 | $60.2M |
| Equitable Holdings, Inc. | 0.39% | Add +28.6% | 436,917 | $52.9M |
| Redhawk Wealth Advisors, Inc. | 5.86% | Reduce -5.2% | 417,092 | $50.5M |
| Orion Porfolio Solutions, LLC | 0.36% | Reduce -60.7% | 384,905 | $46.6M |
| Family Investment Center, Inc. | 9.31% | Reduce -12.6% | 370,351 | $44.8M |
| Royal Bank of Canada | 0.01% | Add +20.2% | 337,887 | $40.9M |
| UBS Group AG | 0.01% | Add +16.7% | 319,993 | $38.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +22.7% | 315,389 | $38.2M |
| Performance Wealth Partners, LLC | 1.06% | Add +45.3% | 313,072 | $37.9M |
| TD Private Client Wealth LLC | 0.81% | Add +460.6% | 296,678 | $35.9M |
| Invst, LLC | 3.88% | Add +91.9% | 281,812 | $34.1M |
| Mariner, LLC | 0.04% | Add +46.8% | 279,763 | $33.9M |
| Qube Research & Technologies Ltd | 0.04% | Add +281.4% | 257,485 | $31.2M |
| Fischer Investment Strategies, LLC | 18.49% | Add +154.6% | 254,544 | $30.8M |
| Tompkins Financial Corp. | 2.55% | New | 251,714 | $30.5M |
| Meridian Wealth Management, LLC | 1.13% | Add +465.4% | 243,512 | $29.5M |
| HighTower Advisors, LLC | 0.03% | Add +42.8% | 243,400 | $29.5M |
| Kovack Advisors, Inc. | 2.71% | Add +95.7% | 237,819 | $28.8M |
| RVW Wealth, LLC | 2.23% | Add +4.4% | 235,879 | $28.6M |
| Stifel Financial Corp. | 0.03% | Add +13.4% | 233,963 | $28.3M |
| Fortis Group Advisors, LLC | 4.83% | Add +5.3% | 230,510 | $28.1M |
| HBW Advisory Services LLC | 3.13% | Add +4.8% | 229,405 | $27.8M |
| Advance Capital Management, Inc. | 1.19% | Add +684.2% | 226,193 | $27.4M |
| Insight Wealth Strategies, LLC | 3.13% | Reduce -0.6% | 219,768 | $26.6M |
| Triton Wealth Management, PLLC | 9.92% | Add +6.4% | 212,958 | $26.1M |
| Marshall Wace, LLP | 0.03% | Add +101.2% | 212,881 | $25.8M |
| Whitaker-Myers Wealth Managers, LTD. | 5.50% | New | 208,284 | $25.2M |
| Jones Financial Companies LLLP | 0.02% | Add +197.5% | 207,825 | $25.1M |
| Seros Financial, LLC | 14.75% | Add +62.7% | 201,404 | $24.4M |
| Principal Securities, Inc. | 0.40% | Reduce -59.7% | 198,768 | $24.1M |
| Sanctuary Advisors, LLC | 0.14% | Add +11.2% | 197,974 | $24.0M |
| Brookstone Capital Management | 0.28% | Add +1525.4% | 195,748 | $23.7M |
| Tudor Investment Corporation | 0.14% | Add +334.4% | 171,820 | $20.8M |
| Ethos Financial Group, LLC | 1.61% | Add +13.9% | 169,005 | $20.5M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +6.8% | 165,051 | $20.0M |
| NRI Wealth Management LC | 10.60% | New | 163,848 | $19.8M |
| Cibc World Market Inc. | 0.04% | Add +546.5% | 162,554 | $19.7M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -37.8% | 153,979 | $18.6M |
| Axxcess Wealth Management, LLC | 0.39% | Reduce -7.3% | 150,833 | $18.3M |
| Austin Private Wealth, LLC | 1.41% | Reduce -11.1% | 150,764 | $18.3M |
| Ascent Group, LLC | 0.64% | Reduce -1.4% | 150,056 | $18.2M |
| Trilogy Capital Inc. | 0.84% | Add +10.2% | 149,642 | $18.1M |
| BFI Infinity Ltd. | 12.05% | Add +8.3% | 149,570 | $18.1M |
| Bull Oak Capital, LLC | 7.61% | Add +30.4% | 148,095 | $17.9M |
| Federation des caisses Desjardins du Quebec | 0.07% | Add +583.8% | 142,092 | $17.2M |
| Capstone Wealth Management Group, LLC | 7.23% | New | 141,047 | $17.1M |
| Concurrent Investment Advisors, LLC | 0.29% | Add +2.5% | 138,644 | $16.8M |
| Altus Wealth Group LLC | 6.85% | Add +4.7% | 137,743 | $16.7M |
| Park Avenue Securities LLC | 0.13% | Reduce -17.2% | 137,273 | $16.6M |
| Win Advisors, Inc. | 7.87% | Reduce -15.0% | 133,510 | $16.2M |
| RFG Advisory, LLC | 0.32% | Add +642.2% | 126,354 | $15.3M |
| Atria Investments, Inc | 0.17% | Reduce -3.2% | 125,995 | $15.3M |
| Financial Enhancement Group LLC | 1.97% | Reduce -0.8% | 120,670 | $14.7M |
| Sierra Ocean, LLC | 12.29% | Add +47.7% | 120,824 | $14.6M |
| CreativeOne Wealth, LLC | 0.36% | Reduce -3.6% | 120,346 | $14.6M |
| Vigilare Wealth Management | 5.03% | Reduce -12.2% | 119,871 | $14.5M |
| Harbour Investments, Inc. | 0.32% | Add +4.6% | 117,913 | $14.3M |
| One Capital Management, LLC | 0.46% | Reduce -13.5% | 117,896 | $14.3M |
| Integrity Alliance, Llc. | 0.67% | Add +10.3% | 117,652 | $14.2M |
| Venture Visionary Partners LLC | 0.48% | New | 115,414 | $14.0M |
| Truist Financial Corp. | 0.02% | Add +51.1% | 112,883 | $13.7M |
| Adapt Wealth Advisors, LLC | 4.90% | New | 109,570 | $13.3M |
| Summit Financial, LLC | 0.20% | New | 107,470 | $13.0M |
| Able Wealth Management LLC | 4.85% | Add +42.4% | 106,496 | $12.9M |
| Perigon Wealth Management, LLC | 0.26% | Add +27.9% | 106,328 | $12.9M |
| Goldstein Advisors, LLC | 1.49% | Reduce -4.9% | 101,206 | $12.3M |
| Manchester Financial Inc. | 2.26% | Add +28.8% | 93,341 | $11.3M |
| Mutual Advisors, LLC | 0.25% | Add +4.4% | 92,424 | $11.1M |
| Lifestyle Asset Management, Inc. | 3.79% | New | 91,770 | $11.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +39.4% | 91,314 | $11.1M |
| StoneCrest Wealth Management, Inc. | 4.49% | Add +25.7% | 84,728 | $10.3M |
| BNP Paribas Financial Markets | 0.01% | Add +241.4% | 84,452 | $10.2M |
| JTC Employer Solutions Trustee Ltd | 0.86% | New | 85,500 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +106.3% | 80,692 | $9.8M |
| Compass Financial Services Inc | 4.29% | Add +15.1% | 80,182 | $9.7M |
| CFS Investment Advisory Services, LLC | 0.71% | Reduce -3.0% | 78,176 | $9.5M |
| Chicago Partners Investment Group LLC | 0.25% | Add +64.4% | 76,140 | $9.4M |
| Concorde Asset Management, LLC | 3.90% | — | 77,261 | $9.3M |
| Tempus Wealth Planning, LLC | 2.12% | Add +11.3% | 76,135 | $9.2M |
| Alpha Zero LLC | 5.31% | Add +65.7% | 75,714 | $9.2M |
| Clear Creek Financial Management, LLC | 0.79% | Reduce -5.7% | 75,641 | $9.2M |
| World Investment Advisors | 0.19% | Add +112.0% | 74,809 | $9.1M |
| Eagle Capital Management, LLC | 3.30% | Add +99.9% | 72,222 | $8.7M |
| WJ Wealth Management, LLC | 3.83% | Reduce -8.4% | 71,670 | $8.7M |
| Invesco Ltd. | 0.00% | Reduce -5.4% | 71,978 | $8.7M |
| Financially Speaking Inc | 5.70% | New | 71,652 | $8.7M |
| Level Four Advisory Services, LLC | 0.29% | Add +43.8% | 70,106 | $8.5M |
| Financial Partners Group, Inc | 1.06% | Add +8.6% | 70,077 | $8.5M |
| Wellington Management Group LLP | 0.00% | New | 69,711 | $8.4M |
| Brookwood Investment Group LLC | 1.09% | Reduce -42.8% | 69,573 | $8.4M |
| Tactive Advisors, LLC | 2.35% | Add +28.1% | 68,672 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -56.5% | 67,130 | $8.1M |
| Colonial River Investments, LLC | 2.98% | Add +9.1% | 66,785 | $8.1M |
| Horst & Graben Wealth Management LLC | 1.23% | Add +0.1% | 66,653 | $8.1M |
| Per Stirling Capital Management, LLC. | 0.95% | Add +866.8% | 65,946 | $8.0M |
| Independent Financial Group, LLC | 0.19% | Add +23.2% | 65,100 | $7.9M |
| WealthCare Investment Partners, LLC | 2.53% | Add +8.3% | 64,593 | $7.8M |
| First Heartland Consultants, Inc. | 0.62% | Add +116.6% | 63,141 | $7.6M |
| Rollins Financial Advisors, LLC | 1.13% | Add +10.9% | 61,903 | $7.5M |
| Physician Wealth Advisors, Inc. | 1.06% | Reduce -0.9% | 61,722 | $7.5M |
| Nations Financial Group Inc, /Ia/ | 0.46% | New | 61,191 | $7.4M |
| VestGen Advisors, LLC | 0.24% | Add +10.0% | 60,543 | $7.3M |
| Berbice Capital Management LLC | 4.48% | Add +11.6% | 60,134 | $7.3M |
| KWB Wealth | 0.80% | Add +6.4% | 64,493 | $7.3M |
| Jackson Wealth Management, LLC | 0.72% | Add +1.8% | 59,806 | $7.2M |
| IFG Advisory, LLC | 0.33% | Reduce -39.1% | 59,696 | $7.2M |
| Integrity Investment Advisors, LLC | 4.75% | Add +24.7% | 59,163 | $7.2M |
| GeoWealth Management, LLC | 0.26% | Add +16.0% | 59,045 | $7.1M |
| Nova Wealth Management, Inc. | 5.02% | Add +4.0% | 58,934 | $7.1M |
| Global Retirement Partners, LLC | 0.16% | Reduce -2.3% | 58,800 | $7.1M |
| Thoroughbred Financial Services, LLC | 0.43% | Add +46.2% | 57,577 | $7.0M |
| Ewa, LLC | 1.90% | Reduce -2.9% | 56,728 | $6.9M |
| Centerpoint Advisory Group | 5.30% | Add +40.3% | 56,194 | $6.8M |
| Triad Wealth Partners, LLC | 0.86% | Add +18.0% | 55,100 | $6.7M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +75.5% | 54,942 | $6.7M |
| AE Wealth Management LLC | 0.04% | Add +3.5% | 54,061 | $6.5M |
| Napa Wealth Management | 3.04% | New | 53,579 | $6.5M |
| Geneos Wealth Management Inc. | 0.16% | Add +6.4% | 53,067 | $6.4M |
| One Wealth Advisors, LLC | 0.79% | Add +2.5% | 52,232 | $6.3M |
| Security Financial Services, INC. | 1.01% | Reduce -2.8% | 51,655 | $6.3M |
| IHT Wealth Management, LLC | 0.16% | Reduce -58.0% | 50,927 | $6.2M |
| Vicus Capital | 0.47% | Reduce -2.4% | 50,721 | $6.1M |
| NewEdge Advisors, LLC | 0.03% | Add +0.9% | 50,205 | $6.1M |
| Norris Financial Group, LLC | 2.22% | New | 50,136 | $6.1M |
| Professional Financial Advisors, LLC | 1.27% | Add +3.1% | 49,768 | $6.0M |
| Dynamic Advisor Solutions LLC | 0.17% | Add +199.8% | 48,952 | $5.9M |
| Stonebrook Private Inc. | 1.28% | Add +3.2% | 48,895 | $5.9M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +14.3% | 48,253 | $5.8M |
| Integrated Wealth Concepts LLC | 0.05% | Add +18.5% | 48,147 | $5.8M |
| Threadgill Financial, LLC | 2.76% | New | 46,997 | $5.7M |
| Darrow Company, Inc. | 2.63% | Add +3.9% | 47,453 | $5.7M |
| Sigma Planning Corp | 0.16% | Add +129.7% | 46,821 | $5.7M |
| Childress Capital Advisors, LLC | 1.02% | New | 46,175 | $5.6M |
| Belpointe Asset Management LLC | 0.21% | Add +253.5% | 45,624 | $5.5M |
| SigFig Wealth Management, LLC | 0.17% | Reduce -64.7% | 45,259 | $5.5M |
| Merit Financial Group, LLC | 0.05% | Add +35.5% | 43,765 | $5.3M |
| Tidemark, LLC | 1.50% | Add +0.5% | 42,582 | $5.2M |
| Smith, Moore & Co. | 0.39% | Add +5.1% | 41,516 | $5.0M |
| Delta Wealth Advisors LLC | 3.92% | Reduce -0.4% | 41,412 | $5.0M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +50.1% | 41,341 | $5.0M |
| Capital Investment Counsel, LLC | 0.73% | New | 41,240 | $5.0M |
| Burt Wealth Advisors | 1.22% | No change | 41,200 | $5.0M |
| Pachira Investments Inc. | 2.79% | Add +217.9% | 41,072 | $5.0M |
| Schorn Wealth LLC | 1.51% | Add +7.6% | 40,795 | $4.9M |
| Cardinal Strategic Wealth Guidance | 1.32% | Reduce -0.5% | 40,689 | $4.9M |
| Detalus Advisors, LLC | 1.25% | Reduce -3.0% | 39,953 | $4.8M |
| Cornerstone Wealth Management, LLC | 0.27% | Add +208.2% | 39,717 | $4.8M |
| Golden State Wealth Management, LLC | 0.52% | Add +21.8% | 38,765 | $4.7M |
| Foundations Investment Advisors, LLC | 0.07% | Add +1583.6% | 37,343 | $4.5M |
| LWM Advisory Services, LLC | 2.63% | Reduce -3.9% | 37,333 | $4.5M |
| Lionsbridge Wealth Management LLC | 4.42% | Add +47.5% | 37,084 | $4.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.26% | Reduce -12.4% | 36,954 | $4.5M |
| Kingsview Wealth Management, LLC | 0.07% | Add +60.8% | 36,777 | $4.5M |
| Peak Financial Advisors LLC | 2.13% | Add +7.4% | 36,643 | $4.4M |
| Convergence Financial, LLC | 0.65% | Reduce -3.2% | 35,736 | $4.3M |
| Legacy Financial Strategies, LLC | 0.77% | New | 35,262 | $4.3M |
| Trademark Financial Management, LLC | 2.45% | Add +991.1% | 34,772 | $4.2M |
| JPL Wealth Management, LLC | 0.99% | New | 34,468 | $4.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +627.4% | 33,622 | $4.1M |
| Allworth Financial LP | 0.02% | Add +23.3% | 33,335 | $4.0M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -37.1% | 32,926 | $4.0M |
| Payne Capital LLC | 4.03% | — | 32,799 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +29.1% | 31,616 | $3.8M |
| Wealth Advisors of Iowa, LLC | 1.28% | New | 31,069 | $3.8M |
| Beacon Capital Management, Inc. | 0.18% | Reduce -2.8% | 30,630 | $3.7M |
| Sagespring Wealth Partners, LLC | 0.07% | Add +12.4% | 30,601 | $3.7M |
| StoneX Group Inc. | 0.16% | Add +68.1% | 30,254 | $3.7M |
| Financial Advocates Investment Management | 2.05% | Reduce -13.6% | 30,187 | $3.7M |
| AIFG Consultants Ltd. | 6.39% | Reduce -7.8% | 29,961 | $3.6M |
| Focus Financial Network, Inc. | 0.13% | Add +1.9% | 29,953 | $3.6M |
| Prostatis Group LLC | 0.91% | Add +25.6% | 29,854 | $3.6M |
| Kane Investment Management, Inc. | 1.73% | Add +0.6% | 29,290 | $3.5M |
| Watershed Private Wealth LLC | 1.12% | Reduce -6.7% | 29,182 | $3.5M |
| Maia Wealth LLC | 0.59% | Add +3.7% | 29,143 | $3.5M |
| Vertex Planning Partners, LLC | 0.67% | Add +1.1% | 28,855 | $3.5M |
| Endowment Wealth Management, Inc. | 1.57% | Add +8.7% | 28,650 | $3.5M |
| OneAscent Financial Services LLC | 0.23% | New | 28,464 | $3.4M |
| ArborFi Advisors, LLC | 2.77% | Add +6.1% | 28,120 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +65.5% | 28,076 | $3.4M |
| TSA Wealth Managment LLC | 1.15% | Reduce -3.1% | 27,927 | $3.4M |
| National Bank of Canada | 0.00% | Add +8.3% | 27,869 | $3.4M |
| CoreCap Advisors, LLC | 0.12% | Add +10.5% | 27,717 | $3.4M |
| Mascagni Wealth Management, Inc. | 2.59% | Add +30.3% | 27,686 | $3.4M |
| TD Waterhouse Canada Inc. | 0.02% | Add +32.6% | 27,675 | $3.3M |
| McNaughton Wealth Management, LLC | 1.39% | Reduce -7.6% | 27,134 | $3.3M |
| Betterment LLC | 0.01% | Add +24.7% | 26,609 | $3.2M |
| Citadel Advisors | 0.00% | Add +563.8% | 26,518 | $3.2M |
| Assetmark, Inc. | 0.01% | Reduce -7.9% | 26,102 | $3.2M |
| Cobblestone Asset Management LLC | 1.44% | Reduce -2.5% | 25,965 | $3.1M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -21.8% | 25,918 | $3.1M |
| MAS Advisors LLC | 4.95% | Reduce -0.6% | 25,842 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Add +1.5% | 25,434 | $3.1M |
| Hobbs Wealth Management, LLC | 2.57% | Add +1.3% | 25,352 | $3.1M |
| Paladin Advisory Group, LLC | 2.38% | New | 25,208 | $3.1M |
| Leavell Investment Management, Inc. | 0.13% | Add +44.6% | 25,169 | $3.0M |
| Kestra Investment Management, LLC | 0.08% | Add +61.4% | 24,921 | $3.0M |
| Wetzel Investment Advisors, Inc. | 1.28% | Reduce -0.9% | 24,757 | $3.0M |
| Cypress Wealth Services, LLC | 0.49% | Reduce -1.0% | 24,644 | $3.0M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -60.7% | 24,627 | $3.0M |
| Orser Capital Management, LLC | 1.56% | Reduce -6.2% | 24,555 | $3.0M |
| SteelPeak Wealth, LLC | 0.10% | Add +107.2% | 24,255 | $2.9M |
| Ferguson Shapiro LLC | 0.94% | New | 23,926 | $2.9M |
| US Bancorp \de | 0.00% | Reduce -10.2% | 23,623 | $2.9M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +11.8% | 23,597 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +1117.1% | 23,150 | $2.8M |
| M1 Capital Management LLC | 1.20% | Add +1.9% | 22,996 | $2.8M |
| Washington Growth Strategies LLC | 1.98% | Add +5.0% | 22,976 | $2.8M |
| Parker Investment Management, LLC | 0.37% | Reduce -84.1% | 22,526 | $2.7M |
| Regal Investment Advisors LLC | 0.18% | New | 22,220 | $2.7M |
| Vista Cima Wealth Management LLC | 2.18% | Add +1.8% | 21,593 | $2.6M |
| Lunt Capital Management, Inc. | 1.00% | Add +101.9% | 21,504 | $2.6M |
| Mayflower Financial Advisors, LLC | 0.33% | Reduce -0.7% | 21,438 | $2.6M |
| Arkadios Wealth Advisors | 0.06% | Add +36.5% | 21,407 | $2.6M |
| Apeiron RIA LLC | 0.57% | Add +12.1% | 21,054 | $2.5M |
| Synergy Investment Management, LLC | 0.95% | New | 20,600 | $2.5M |
| Coppell Advisory Solutions LLC | 0.26% | Add +8.6% | 20,552 | $2.5M |
| Southland Equity Partners LLC | 0.50% | Add +1.3% | 20,381 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -26.1% | 20,245 | $2.5M |
| Spectrum Planning & Advisory Services Inc. | 1.37% | Add +3.3% | 20,030 | $2.4M |
| Centennial Wealth Advisory LLC | 0.65% | Reduce -73.8% | 19,400 | $2.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +25.1% | 16,370 | $2.3M |
| Synergy Asset Management, LLC | 0.08% | Add +200.7% | 19,705 | $2.3M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +10.5% | 18,752 | $2.3M |
| Advyzon Investment Management, LLC | 0.39% | Reduce -13.8% | 18,528 | $2.2M |
| Balboa Wealth Partners | 0.38% | Reduce -0.5% | 18,252 | $2.2M |
| Orca Investment Management, LLC | 1.80% | Reduce -2.9% | 18,192 | $2.2M |
| Apollon Wealth Management, LLC | 0.04% | Add +61.6% | 17,715 | $2.1M |
| PFG Advisors | 0.09% | Add +23.2% | 17,625 | $2.1M |
| Lifelong Wealth Advisors, Inc. | 0.63% | Add +3.5% | 17,411 | $2.1M |
| Florida Financial Advisors, LLC | 0.64% | Reduce -18.4% | 17,105 | $2.1M |
| Gen-Wealth Partners Inc | 0.70% | Add +4.9% | 17,099 | $2.1M |
| Tradition Wealth Management, LLC | 0.15% | Reduce -6.5% | 16,976 | $2.1M |
| Creative Financial Designs Inc. | 0.14% | Add +0.7% | 16,928 | $2.0M |
| WMG Financial Advisors, LLC | 0.65% | Add +266.8% | 16,125 | $2.0M |
| Spire Wealth Management | 0.07% | Add +65.0% | 16,124 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +7363.6% | 15,972 | $1.9M |
| Mgo One Seven LLC | 0.04% | Add +32.5% | 15,919 | $1.9M |
| Rwa Wealth Partners, LLC | 0.02% | Add +0.0% | 15,760 | $1.9M |
| Horizon Investment Services, LLC | 0.71% | Add +1.5% | 15,603 | $1.9M |
| Weaver Consulting Group | 0.48% | Add +3.5% | 15,425 | $1.9M |
| Arrowroot Family Office, LLC | 0.74% | Reduce -1.1% | 15,262 | $1.8M |
| Strait & Sound Wealth Management LLC | 0.70% | Add +4.4% | 14,976 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +13.4% | 14,584 | $1.8M |
| FFG Retirement Advisors LLC | 1.03% | Reduce -1.7% | 13,680 | $1.7M |
| Boyce & Associates Wealth Consulting, Inc. | 1.36% | Reduce -0.6% | 13,679 | $1.7M |
| Narwhal Capital Management | 0.12% | Add +336.2% | 13,676 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | New | 13,660 | $1.7M |
| Visionary Wealth Advisors | 0.08% | Add +199.7% | 13,612 | $1.6M |
| Argent Trust Co | 0.06% | New | 13,331 | $1.6M |
| Hengehold Capital Management LLC | 0.13% | New | 12,867 | $1.6M |
| Petra Financial Advisors Inc. | 0.89% | Add +26.3% | 12,664 | $1.5M |
| Calton & Associates, Inc. | 0.23% | Add +81.3% | 12,608 | $1.5M |
| TD Capital Management LLC | 0.14% | Add +37.5% | 12,579 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +1.7% | 12,169 | $1.5M |
| Signet Financial Management, LLC | 0.17% | Add +4.4% | 11,920 | $1.4M |
| Medallion Wealth Advisors, LLC | 0.51% | Add +10.6% | 11,899 | $1.4M |
| Claris Financial LLC | 0.80% | Add +22.7% | 11,579 | $1.4M |
| Kickstand Ventures, Llc. | 0.31% | Reduce -6.6% | 11,557 | $1.4M |
| Sovereign Financial Group, Inc. | 0.26% | New | 11,442 | $1.4M |
| Optivise Advisory Services LLC | 0.82% | Reduce -33.3% | 11,400 | $1.4M |
| Wealth Management Associates, Inc. | 0.49% | Reduce -0.8% | 11,383 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.47% | Reduce -33.5% | 11,360 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Add +1.7% | 11,340 | $1.4M |
| Smith Shellnut Wilson LLC | 0.52% | Add +37.5% | 11,189 | $1.4M |
| Roof Eidam Maycock Peralta, LLC | 0.32% | Add +87.7% | 11,027 | $1.3M |
| Sharkey, Howes & Javer | 0.17% | Add +149.0% | 11,008 | $1.3M |
| Perennial Investment Advisors, LLC | 0.11% | Add +10.6% | 10,845 | $1.3M |
| IFP Advisors, Inc | 0.03% | Add +98.0% | 10,833 | $1.3M |
| Roger Wittlin Investment Advisory, LLC | 0.73% | Reduce -17.9% | 10,820 | $1.3M |
| Theory Financial LLC | 0.46% | Reduce -6.9% | 10,649 | $1.3M |
| Fiduciary Alliance LLC | 0.09% | Add +35.0% | 10,647 | $1.3M |
| Fifth Third Securities, Inc. | 0.09% | Add +2.4% | 10,617 | $1.3M |
| Bush Investment Group, LLC | 0.74% | Add +2.8% | 10,327 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.37% | Reduce -7.4% | 10,264 | $1.2M |
| Cozad Asset Management Inc. | 0.10% | Add +6.8% | 10,244 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +1.0% | 10,226 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +54.6% | 9,999 | $1.2M |
| Riggs Asset Managment Co. Inc. | 0.26% | New | 9,834 | $1.2M |
| Mid-American Wealth Advisory Group, Inc. | 0.53% | New | 9,807 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.47% | Add +2.3% | 9,771 | $1.2M |
| Advisor Resource Council | 1.59% | New | 9,714 | $1.2M |
| International Assets Investment Management, LLC | 0.09% | No change | 10,488 | $1.2M |
| Peachtree Investment Partners, LLC | 0.40% | Add +0.8% | 9,585 | $1.2M |
| Cyr Financial Inc. | 0.78% | Add +5.8% | 9,419 | $1.1M |
| Smart Money Group LLC | 0.33% | Add +378.3% | 9,308 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | New | 9,132 | $1.1M |
| Roman Butler Fullerton & Co. | 0.29% | Add +3.1% | 8,706 | $1.1M |
| Compound Planning, Inc. | 0.03% | Reduce -40.3% | 8,875 | $1.1M |
| Strategic Blueprint, LLC | 0.05% | Add +12.0% | 8,758 | $1.1M |
| Sugar Maple Asset Management, LLC | 0.75% | Reduce -24.8% | 8,643 | $1.0M |
| Smartleaf Asset Management LLC | 0.06% | Add +16.6% | 8,582 | $1.0M |
| Wedmont Private Capital | 0.04% | Reduce -8.0% | 8,588 | $1.0M |
| United Advisor Group, LLC | 0.14% | Add +0.9% | 8,536 | $1.0M |
| WealthTrak Capital Management LLC | 0.84% | Add +73.0% | 8,452 | $1.0M |
| Goldstone Financial Group, LLC | 0.12% | Reduce -9.3% | 8,059 | $976K |
| WealthPLAN Partners, LLC | 0.14% | Add +2.3% | 7,989 | $967K |
| TCP Asset Management, LLC | 0.17% | Reduce -1.0% | 7,904 | $957K |
| Verus Capital Partners, LLC | 0.07% | Add +52.5% | 7,792 | $943K |
| Virtue Capital Management, LLC | 0.15% | Reduce -75.2% | 1,371 | $936K |
| Reliant Investment Partners, LLC | 0.71% | Add +96.7% | 7,513 | $902K |
| Evolution Wealth Management Inc. | 0.92% | Add +468.7% | 7,410 | $897K |
| DF Dent & Co. Inc. | 0.01% | New | 7,345 | $889K |
| Gries Financial LLC | 0.14% | New | 7,333 | $888K |
| Flagship Wealth Advisors, LLC | 0.29% | New | 7,325 | $887K |
| Kelly Financial Services LLC | 0.22% | Reduce -73.3% | 7,097 | $859K |
| CAP Partners, LLC | 0.49% | Add +2.5% | 7,078 | $857K |
| Wealthgarden F.S. LLC | 0.61% | Reduce -6.3% | 7,020 | $851K |
| Moneco Advisors, LLC | 0.07% | New | 7,006 | $848K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,967 | $843K |
| Csenge Advisory Group | 0.04% | Reduce -17.0% | 6,961 | $843K |
| Citigroup Inc. | 0.00% | Add +495.8% | 6,947 | $841K |
| Barnes Wealth Management Group, Inc | 0.46% | Add +8.5% | 6,861 | $831K |
| Signal Advisors Wealth, LLC | 0.07% | Add +43.0% | 6,804 | $824K |
| A4 Wealth Advisors LLC | 0.69% | — | 6,755 | $818K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | Add +5.8% | 6,738 | $816K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -82.2% | 6,701 | $811K |
| Empowered Funds, LLC | 0.01% | New | 6,606 | $800K |
| Ocean Park Asset Management, LLC | 0.03% | New | 6,596 | $799K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -1.8% | 6,596 | $799K |
| Arete Wealth Advisors, LLC | 0.05% | Add +213.9% | 6,529 | $790K |
| Merkkuri Wealth Advisors LLC | 0.56% | Reduce -1.5% | 6,383 | $773K |
| Nwam LLC | 0.04% | Add +59.1% | 6,362 | $771K |
| OMNI 360 Wealth, Inc. | 0.43% | Add +5.8% | 6,276 | $760K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | New | 6,259 | $758K |
| Trinity Wealth Management, LLC | 0.28% | Add +10.1% | 6,229 | $754K |
| RAM Investment Partners, LLC | 0.14% | No change | 6,147 | $744K |
| Lifeworks Advisors, LLC | 0.10% | Add +4.5% | 6,094 | $738K |
| Brown Miller Wealth Management, LLC | 0.21% | New | 6,061 | $734K |
| Worth Asset Management, LLC | 0.33% | Reduce -72.0% | 6,009 | $727K |
| Clearview Wealth Advisors LLC | 0.46% | Add +2.8% | 5,992 | $725K |
| Iams Wealth Management, LLC | 0.29% | Reduce -24.5% | 5,986 | $725K |
| WBH Advisory Inc. | 0.05% | New | 5,940 | $719K |
| Diversify Advisory Services, LLC | 0.02% | Add +31.1% | 5,833 | $710K |
| Sutton Place Investors LLC | 0.40% | Reduce -3.2% | 5,822 | $705K |
| FMR LLC | 0.00% | Add +20.8% | 5,733 | $694K |
| GTS Securities LLC | 0.03% | Add +85.6% | 5,628 | $681K |
| Stone House Investment Management, LLC | 0.11% | Add +9.2% | 5,604 | $678K |
| Apexium Financial, LP | 0.03% | New | 5,530 | $669K |
| Creative Planning | 0.00% | Add +93.0% | 5,518 | $668K |
| Alta Wealth Advisors LLC | 0.23% | New | 5,395 | $653K |
| Fsa Wealth Partners, Inc. | 0.25% | New | 5,379 | $651K |
| Flagstar Securities, Inc. | 0.19% | New | 5,221 | $632K |
| Beacon Financial Advisory LLC | 0.15% | Add +0.7% | 5,204 | $630K |
| Emergent Wealth Advisors, LLC | 0.36% | Add +0.1% | 5,195 | $629K |
| Quantinno Capital Management LP | 0.00% | Reduce -17.3% | 5,181 | $627K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +4.5% | 5,027 | $609K |
| TBH Global Asset Management, LLC | 0.12% | Reduce -29.0% | 4,966 | $601K |
| Sovran Advisors, LLC | 0.05% | Reduce -13.1% | 4,905 | $597K |
| Optima Capital LLC | 0.28% | New | 4,806 | $582K |
| Safeguard Investment Advisory Group, LLC | 0.14% | New | 4,694 | $568K |
| Private Trust Co. NA | 0.05% | Add +26.1% | 4,689 | $568K |
| Baird Financial Group, Inc. | 0.00% | Add +76.6% | 4,636 | $561K |
| Centaurus Financial, Inc. | 0.03% | Add +256.2% | 4,634 | $561K |
| Wolverine Trading, LLC | 0.01% | New | 4,641 | $560K |
| JBR Co Financial Management Inc | 0.24% | Add +51.0% | 4,620 | $559K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.18% | New | 4,575 | $553K |
| Well Done, LLC | 0.09% | New | 4,508 | $546K |
| Brand Asset Management Group, Inc. | 0.15% | Add +11.5% | 4,506 | $545K |
| Commerce Bank | 0.00% | No change | 4,496 | $544K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | Reduce -3.8% | 4,481 | $542K |
| Comprehensive Financial Planning, Inc. | 0.37% | Add +1.2% | 4,457 | $540K |
| Harvest Investment Services, LLC | 0.11% | Reduce -2.5% | 4,380 | $530K |
| Sheets Smith Wealth Management | 0.06% | No change | 4,362 | $528K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.9% | 4,329 | $524K |
| Fulcrum Equity Management | 0.52% | Add +3.0% | 4,239 | $513K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -1.2% | 4,203 | $509K |
| Stephens Inc. | 0.01% | Reduce -6.3% | 4,129 | $500K |
| Capital Analysts, LLC | 0.01% | Reduce -10.4% | 4,124 | $499K |
| &partners | 0.00% | New | 3,739 | $498K |
| Fullcircle Wealth LLC | 0.17% | Add +0.5% | 4,059 | $485K |
| Sequent Planning LLC | 0.14% | Add +6.0% | 3,984 | $482K |
| RDA Financial Network | 0.12% | Reduce -3.2% | 3,902 | $472K |
| Financial Architects, LLC | 0.27% | Reduce -6.1% | 3,900 | $472K |
| Providence First Trust Co | 0.16% | New | 3,900 | $472K |
| Comerica Bank | 0.00% | Add +28.2% | 3,884 | $470K |
| Ellenbecker Investment Group | 0.07% | Add +91.6% | 3,819 | $462K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -13.2% | 3,801 | $460K |
| Catalina Capital Group, LLC | 0.28% | Add +11.2% | 3,775 | $457K |
| Avion Wealth | 0.10% | Add +145.3% | 3,680 | $445K |
| Gateway Wealth Partners, LLC | 0.06% | New | 3,527 | $427K |
| Integrated Advisors Network LLC | 0.02% | Add +4.2% | 3,517 | $426K |
| MKT Advisors LLC | 0.16% | Reduce -1.3% | 3,524 | $425K |
| Cerity Partners LLC | 0.00% | New | 3,494 | $423K |
| Northwest Capital Management Inc | 0.44% | Reduce -46.3% | 3,486 | $422K |
| Northern Trust Corp. | 0.00% | New | 3,474 | $421K |
| Hershey Financial Advisers, LLC | 0.35% | Reduce -31.9% | 3,400 | $412K |
| Santori & Peters, Inc. | 0.15% | New | 3,395 | $411K |
| Baker Avenue Asset Management, LP | 0.01% | New | 3,357 | $406K |
| Turim 21 Investimentos Ltda. | 0.14% | New | 3,345 | $405K |
| Mach-1 Financial Group, LLC | 0.06% | New | 3,329 | $403K |
| Integrity Advisory Solutions, LLC | 0.06% | — | 3,329 | $403K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,297 | $399K |
| Bank of Montreal | 0.00% | Add +12.7% | 3,228 | $391K |
| Peregrine Asset Advisers, Inc. | 0.12% | Add +1.6% | 3,190 | $386K |
| Bank of New York Mellon Corp | 0.00% | New | 3,171 | $384K |
| MSH Capital Advisors LLC | 0.10% | Reduce -6.3% | 3,112 | $377K |
| Retireful, LLC | 0.36% | Reduce -26.4% | 3,090 | $374K |
| Meadowbrook Wealth Management, LLC | 0.39% | — | 3,056 | $370K |
| Tucker Asset Management LLC | 0.11% | New | 3,035 | $367K |
| Magnolia Capital Advisors LLC | 0.09% | Add +60.0% | 2,938 | $356K |
| Integrity Wealth Advisors, Inc. | 0.13% | New | 2,936 | $355K |
| Yukon Wealth Management, Inc. | 0.12% | Reduce -5.9% | 2,933 | $355K |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.3% | 2,890 | $350K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 2,877 | $348K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +6.9% | 2,864 | $347K |
| Ellerson Group Inc. | 0.21% | New | 2,835 | $343K |
| PFG Investments, LLC | 0.02% | New | 2,741 | $332K |
| Castleview Partners, LLC | 0.18% | Add +3.2% | 2,734 | $331K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 2,713 | $328K |
| MN Wealth Advisors, LLC | 0.17% | Reduce -0.3% | 2,697 | $327K |
| RHS Financial, LLC | 0.17% | Reduce -16.0% | 2,665 | $323K |
| Certified Advisory Corp | 0.03% | Add +5.2% | 2,654 | $321K |
| SMART Wealth LLC | 0.12% | Add +11.8% | 2,637 | $319K |
| Lantern Wealth Advisors, LLC | 0.17% | Add +3.5% | 2,634 | $319K |
| Primoris Wealth Advisors, LLC | 0.20% | Add +0.5% | 2,629 | $318K |
| Tectonic Advisors LLC | 0.02% | Add +4.8% | 2,582 | $313K |
| TAGStone Capital, Inc. | 0.12% | Add +20.5% | 2,579 | $312K |
| Valued Retirements, Inc. | 0.34% | No change | 2,711 | $305K |
| Maripau Wealth Management LLC | 0.15% | Reduce -6.5% | 2,507 | $303K |
| GK Wealth Management LLC | 0.22% | Add +4.1% | 2,497 | $302K |
| Ignite Planners, LLC | 0.05% | New | 2,494 | $302K |
| Neuberger Berman Group LLC | 0.00% | New | 2,434 | $295K |
| Berger Financial Group, Inc | 0.02% | New | 2,432 | $294K |
| Seeds Investor LLC | 0.06% | Add +9.4% | 2,414 | $292K |
| Meridian Financial Advisors, LLC | 0.16% | New | 2,385 | $289K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.5% | 2,354 | $285K |
| Bell Investment Advisors, Inc | 0.05% | Add +0.2% | 2,334 | $283K |
| Pinnacle Financial Partners Inc | 0.01% | New | 2,298 | $278K |
| Strategic Financial Concepts, LLC | 0.04% | New | 2,288 | $277K |
| Resurgent Financial Advisors LLC | 0.13% | Reduce -3.7% | 2,258 | $273K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.0% | 2,240 | $271K |
| LexAurum Advisors, LLC | 0.04% | Add +4.3% | 2,225 | $269K |
| Fortis Capital Advisors, LLC | 0.04% | New | 2,175 | $263K |
| Berkeley Capital Partners, LLC | 0.06% | New | 2,173 | $263K |
| Tripletail Wealth Management, LLC | 0.31% | No change | 2,155 | $260K |
| Latitude Advisors, LLC | 0.12% | Reduce -16.1% | 2,143 | $259K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,112 | $256K |
| GatePass Capital, LLC | 0.15% | New | 2,086 | $253K |
| Waverly Advisors, LLC | 0.00% | New | 2,068 | $250K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,052 | $250K |
| City Center Advisors, LLC | 0.24% | Reduce -1.6% | 2,031 | $246K |
| Integrated Capital Management, LLC | 0.11% | New | 1,987 | $244K |
| Orleans Capital Management Corp. | 0.16% | New | 2,000 | $242K |
| BlackRock, Inc. | 0.00% | Reduce -24.5% | 1,982 | $240K |
| Ancora Advisors LLC | 0.00% | Add +84.4% | 1,958 | $237K |
| Fortitude Advisory Group L.L.C. | 0.13% | Add +5.9% | 1,954 | $237K |
| Susquehanna International Group, LLP | 0.00% | New | 1,951 | $236K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +4.8% | 1,945 | $235K |
| Moran Wealth Management, LLC | 0.01% | New | 1,890 | $229K |
| BAM Wealth Management, LLC | 0.18% | — | 1,887 | $228K |
| Cadence Bank | 0.01% | No change | 1,881 | $228K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,867 | $226K |
| Vawter Financial, Ltd. | 0.10% | No change | 1,851 | $224K |
| AQR Capital Management | 0.00% | New | 1,838 | $223K |
| Bedell Frazier Investment Counselling, LLC | 0.04% | New | 1,807 | $219K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 1,800 | $218K |
| GWN Securities Inc. | 0.05% | Reduce -19.1% | 1,791 | $218K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 1,785 | $216K |
| Simplicity Wealth,LLC | 0.01% | Reduce -20.9% | 1,778 | $215K |
| NWF Advisory Services Inc. | 0.02% | New | 1,778 | $215K |
| Captrust Financial Advisors | 0.00% | New | 1,758 | $213K |
| Hilltop Holdings Inc. | 0.01% | Reduce -60.0% | 1,756 | $213K |
| Compass Capital Corp. /Ma/ | 0.09% | New | 1,745 | $211K |
| Independent Advisor Alliance | 0.01% | New | 1,740 | $211K |
| NorthRock Partners, LLC | 0.00% | New | 1,735 | $210K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | New | 1,730 | $209K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 1,728 | $209K |
| RMR Wealth Builders | 0.02% | New | 1,718 | $208K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 1,707 | $206K |
| OneAscent Wealth Management LLC | 0.07% | New | 1,661 | $201K |
| Darwin Wealth Management, LLC | 0.06% | Add +0.7% | 1,658 | $201K |
| Magnus Financial Group LLC | 0.02% | New | 1,655 | $200K |
| Financial Freedom, LLC | 0.10% | Add +13.8% | 1,630 | $197K |
| Adirondack Trust Co. | 0.07% | New | 1,628 | $197K |
| Larson Financial Group LLC | 0.01% | Reduce -3.2% | 1,424 | $172K |
| LGT Financial Advisors LLC | 0.35% | Reduce -33.6% | 1,346 | $163K |
| Sarver Vrooman Wealth Advisors | 0.09% | No change | 1,216 | $147K |
| Albion Financial Group | 0.01% | New | 1,155 | $140K |
| Sound Income Strategies, LLC | 0.01% | Add +116.3% | 1,144 | $139K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.26% | Reduce -80.0% | 1,094 | $132K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,039 | $126K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 958 | $116K |
| Boyd Watterson Asset Management LLC | 0.03% | New | 870 | $105K |
| Trust Co. of Vermont | 0.00% | Reduce -6.8% | 771 | $93K |
| Clearstead Advisors, LLC | 0.00% | New | 737 | $89K |
| Tradewinds Capital Management, LLC | 0.02% | Add +95.5% | 692 | $84K |
| Root Financial Partners, LLC | 0.00% | New | 662 | $80K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 616 | $75K |
| Strategic Wealth Partners, Ltd. | 0.01% | New | 600 | $73K |
| Cornerstone Planning Group LLC | 0.01% | New | 586 | $71K |
| Richardson Financial Services Inc. | 0.04% | Reduce -57.3% | 586 | $71K |
| Glen Eagle Advisors, LLC | 0.01% | New | 570 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +887.7% | 563 | $68K |
| Delos Wealth Advisors, LLC | 0.04% | New | 551 | $67K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -6.7% | 547 | $66K |
| Bokf, NA | 0.00% | New | 538 | $65K |
| Wealthspire Advisors, LLC | 0.00% | New | 527 | $64K |
| Fourth Dimension Wealth, LLC | 0.02% | Add +25.0% | 500 | $61K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 430 | $52K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +90.5% | 421 | $51K |
| MAI Capital Management | 0.00% | New | 415 | $50K |
| Bernard Wealth Management Corp. | 0.02% | New | 370 | $45K |
| Chilton Capital Management LLC | 0.00% | Reduce -46.0% | 346 | $42K |
| Rossby Financial, LCC | 0.01% | Add +9.9% | 334 | $40K |
| GHP Investment Advisors, Inc. | 0.00% | Add +22.6% | 325 | $39K |
| Salomon & Ludwin, LLC | 0.00% | Add +117.9% | 305 | $37K |
| Ameriflex Group, Inc. | 0.01% | Reduce -98.0% | 294 | $36K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 280 | $34K |
| Dunhill Financial, LLC | 0.01% | New | 274 | $33K |
| Lanark Financial, Inc. | 0.00% | Add +22.5% | 272 | $33K |
| Park Square Financial Group, LLC | 0.14% | Reduce -60.9% | 267 | $32K |
| Blue Trust, Inc. | 0.00% | New | 260 | $31K |
| Belvedere Trading LLC | 0.00% | New | 255 | $31K |
| Team Financial Group, LLC | 0.01% | Add +12.5% | 225 | $27K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 224 | $27K |
| Smithfield Trust Co | 0.00% | Reduce -5.8% | 213 | $25K |
| WealthShield Partners, LLC | 0.00% | Reduce -63.5% | 181 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 175 | $21K |
| Hollencrest Capital Management | 0.00% | Add +9.6% | 160 | $19K |
| Archer Investment Corp | 0.00% | Reduce -15.9% | 153 | $19K |
| Westend Capital Management, LLC | 0.01% | No change | 146 | $18K |
| Advisors Preferred, LLC | 0.00% | New | 140 | $17K |
| Copia Wealth Management | 0.01% | No change | 139 | $17K |
| Costello Asset Management, INC | 0.00% | No change | 117 | $14K |
| Fifth Third Bancorp | 0.00% | New | 102 | $12K |
| Abound Wealth Management | 0.00% | New | 100 | $12K |
| Toth Financial Advisory Corp. | 0.00% | New | 100 | $12K |
| Godsey & Gibb, Inc. | 0.00% | New | 100 | $12K |
| BankPlus Trust Department | 0.00% | No change | 93 | $11K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 91 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.6% | 74 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 65 | $8K |
| Bogart Wealth, LLC | 0.00% | Reduce -73.2% | 55 | $7K |
| Kilter Group LLC | 0.00% | No change | 53 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 49 | $6K |
| Scarborough Advisors, LLC | 0.00% | No change | 48 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | New | 41 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 27 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 25 | $3K |
| CVA Family Office, LLC | 0.00% | New | 14 | $2K |
| Realta Investment Advisors | 0.00% | New | 12 | $1K |
| SJS Investment Consulting Inc. | 0.00% | New | 11 | $1K |
| Signaturefd, LLC | 0.00% | New | 8 | $968 |
| Proathlete Wealth Management LLC | 0.00% | Add +20.0% | 6 | $729 |
| NBT Bank, N.A. | 0.00% | Add +1916.7% | 121 | $726 |
| Fortitude Family Office, LLC | 0.00% | New | 4 | $484 |
| Parkside Financial Bank & Trust | 0.00% | New | 1 | $122 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $121 |
| Guerra Advisors Inc | 0.00% | New | 1 | $121 |
"% 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.