Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q4 2025 (December 31)647holders +74
83new positions
51sold out
2famous investors
$117.66avg. 13F price*
At the end of Q4 2025, 647 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 74 from Q3 2025. 83 opened new positions and 51 sold out. The largest holders were LPL Financial LLC ($790.4M), Bank of America Corp. ($394.8M) and Cwm, LLC ($357.0M). 2 famous investors held it, including 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $147.7M |
| Exits | 51 | $328.4M |
All 13F filers, Q3 2025 → Q4 2025: 10,081,219 shares bought and 8,736,399 shares sold, net +1,344,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 647 holders
| LPL Financial LLC | 0.22% | Add +2.8% | 6,624,488 | $790.4M |
| Bank of America Corp. | 0.03% | Add +18.8% | 3,308,649 | $394.8M |
| Cwm, LLC | 0.97% | Add +14.1% | 2,992,182 | $357.0M |
| Morgan Stanley | 0.02% | Add +8.1% | 2,682,877 | $320.1M |
| Vantagepoint Investment Advisers LLC | 2.36% | Reduce -6.3% | 2,455,282 | $293.0M |
| Raymond James Financial Inc. | 0.06% | Add +28.7% | 1,726,149 | $206.0M |
| BNP Paribas Financial Markets | 0.11% | Add +1586.1% | 1,423,949 | $169.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +25.2% | 1,376,905 | $164.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -67.7% | 1,321,709 | $157.7M |
| JPMorgan Chase & Co. | 0.01% | Add +75.9% | 1,231,078 | $146.9M |
| Cetera Investment Advisers | 0.14% | Reduce -8.6% | 1,066,595 | $127.3M |
| Money Concepts Capital Corp. | 6.80% | Add +1.8% | 1,015,733 | $121.2M |
| Mainstay Capital Management LLC | 9.24% | Reduce -25.9% | 1,011,079 | $120.6M |
| Osaic Holdings, Inc. | 0.18% | Reduce -13.3% | 1,007,696 | $120.3M |
| Wells Fargo & Company | 0.02% | Add +12.0% | 988,134 | $117.9M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +6.0% | 888,674 | $106.0M |
| Alpine Bank Wealth Management | 14.33% | Reduce -0.6% | 849,001 | $101.3M |
| Redwood Investment Management, LLC | 8.36% | Add +0.1% | 623,111 | $74.3M |
| Planning Alternatives Ltd. | 9.10% | Add +1.1% | 605,494 | $72.2M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +18.8% | 594,032 | $71.9M |
| Equitable Holdings, Inc. | 0.47% | Add +32.8% | 580,152 | $69.2M |
| MML Investors Services, LLC | 0.16% | Add +1.2% | 567,000 | $67.7M |
| RMG Wealth Management LLC | 8.66% | New | 1,406,205 | $66.9M |
| Thrivent Financial for Lutherans | 0.12% | Add +254.4% | 545,673 | $65.4M |
| Private Advisor Group, LLC | 0.30% | Add +2.0% | 526,850 | $62.9M |
| Royal Bank of Canada | 0.01% | Add +18.4% | 400,225 | $47.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +20.5% | 380,048 | $45.3M |
| Family Investment Center, Inc. | 9.07% | Add +1.6% | 376,333 | $44.9M |
| TD Private Client Wealth LLC | 0.86% | Add +14.6% | 340,032 | $40.6M |
| Performance Wealth Partners, LLC | 1.09% | Add +8.0% | 338,142 | $40.3M |
| Jones Financial Companies LLLP | 0.02% | Add +59.9% | 332,316 | $39.7M |
| Invst, LLC | 3.98% | Add +8.9% | 306,818 | $36.6M |
| UBS Group AG | 0.01% | Reduce -6.9% | 297,856 | $35.5M |
| Kovack Advisors, Inc. | 1.63% | Add +20.4% | 286,374 | $34.2M |
| HighTower Advisors, LLC | 0.04% | Add +16.1% | 282,662 | $33.7M |
| Sanctuary Advisors, LLC | 0.18% | Add +41.3% | 279,801 | $33.4M |
| Mariner, LLC | 0.04% | Reduce -4.7% | 266,532 | $31.8M |
| Stifel Financial Corp. | 0.03% | Add +8.7% | 254,366 | $30.4M |
| Ascent Group, LLC | 1.03% | Add +68.4% | 252,643 | $30.1M |
| Tompkins Financial Corp. | 2.30% | Reduce -1.3% | 248,342 | $29.6M |
| Meridian Wealth Management, LLC | 1.04% | Add +1.3% | 246,665 | $29.4M |
| Triton Wealth Management, PLLC | 10.79% | Add +13.5% | 241,617 | $28.7M |
| Austin Private Wealth, LLC | 2.14% | Add +58.5% | 239,034 | $28.5M |
| RVW Wealth, LLC | 2.18% | Add +1.3% | 238,886 | $28.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -55.9% | 237,209 | $28.3M |
| HBW Advisory Services LLC | 2.99% | Add +0.5% | 230,500 | $27.5M |
| Advance Capital Management, Inc. | 1.17% | Add +1.9% | 230,374 | $27.5M |
| Insight Wealth Strategies, LLC | 3.06% | Add +1.7% | 223,586 | $26.7M |
| Seros Financial, LLC | 15.64% | Add +11.0% | 223,525 | $26.7M |
| Fischer Investment Strategies, LLC | 14.00% | Reduce -20.9% | 201,388 | $24.0M |
| Whitaker-Myers Wealth Managers, LTD. | 5.01% | Reduce -3.4% | 201,238 | $24.0M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +20.9% | 199,635 | $23.8M |
| Goldstein Advisors, LLC | 2.65% | Add +92.2% | 194,548 | $23.2M |
| Perigon Wealth Management, LLC | 0.37% | Add +63.3% | 173,674 | $20.7M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -54.9% | 173,491 | $20.7M |
| CreativeOne Wealth, LLC | 0.49% | Add +41.4% | 170,165 | $20.3M |
| Oxford Wealth Group, LLC | 9.80% | — | 168,947 | $20.2M |
| NRI Wealth Management LC | 10.14% | Add +1.7% | 166,619 | $19.9M |
| Axxcess Wealth Management, LLC | 0.35% | Add +10.4% | 166,557 | $19.9M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +17.0% | 162,175 | $19.4M |
| Bull Oak Capital, LLC | 7.70% | Add +6.7% | 157,953 | $18.8M |
| Brookstone Capital Management | 0.21% | Reduce -19.8% | 156,955 | $18.7M |
| RFG Advisory, LLC | 0.35% | Add +23.6% | 156,241 | $18.6M |
| Thoroughbred Financial Services, LLC | 1.05% | Add +157.7% | 148,367 | $17.7M |
| Federation des caisses Desjardins du Quebec | 0.07% | Add +3.4% | 146,851 | $17.5M |
| Altus Wealth Group LLC | 6.92% | Add +5.3% | 145,039 | $17.3M |
| Capstone Wealth Management Group, LLC | 7.15% | Add +1.4% | 142,945 | $17.1M |
| Adapt Wealth Advisors, LLC | 5.84% | Add +29.9% | 142,368 | $17.0M |
| Trilogy Capital Inc. | 0.74% | Reduce -7.5% | 138,499 | $16.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +489.3% | 136,420 | $16.3M |
| NewEdge Advisors, LLC | 0.06% | Add +171.4% | 136,247 | $16.3M |
| Fortis Group Advisors, LLC | 2.71% | Reduce -41.6% | 134,655 | $16.1M |
| Legacy Capital Wealth Management, LLC | 9.69% | — | 134,135 | $16.0M |
| CFS Investment Advisory Services, LLC | 1.13% | Add +66.2% | 129,902 | $15.5M |
| Park Avenue Securities LLC | 0.13% | Reduce -5.8% | 129,280 | $15.4M |
| Modern Wealth Management, LLC | 0.28% | New | 128,596 | $15.3M |
| Integrity Alliance, Llc. | 0.56% | Add +9.1% | 128,312 | $15.3M |
| Financial Enhancement Group LLC | 1.98% | Add +6.9% | 129,039 | $15.2M |
| Sierra Ocean, LLC | 12.40% | Add +3.9% | 125,531 | $15.0M |
| KWB Wealth | 1.41% | Add +94.0% | 125,125 | $14.9M |
| JTC Employer Solutions Trustee Ltd | 1.01% | Add +48.3% | 126,800 | $14.9M |
| Able Wealth Management LLC | 4.54% | Add +13.0% | 120,379 | $14.4M |
| Mason & Associates Inc | 2.69% | New | 119,601 | $14.3M |
| Venture Visionary Partners LLC | 0.46% | Add +1.6% | 117,297 | $14.1M |
| Atria Investments, Inc | 0.16% | Reduce -6.6% | 117,647 | $14.0M |
| Manchester Financial Inc. | 2.54% | Add +22.1% | 113,990 | $13.6M |
| Green Ridge Wealth Planning LLC | 6.94% | — | 113,810 | $13.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +23.7% | 112,936 | $13.5M |
| Triad Wealth Partners, LLC | 1.25% | Add +99.5% | 109,907 | $13.1M |
| Truist Financial Corp. | 0.02% | Reduce -2.7% | 109,876 | $13.1M |
| Harbour Investments, Inc. | 0.26% | Reduce -8.4% | 107,998 | $12.9M |
| Summit Financial, LLC | 0.19% | Reduce -0.8% | 106,618 | $12.7M |
| Dynamic Advisor Solutions LLC | 0.41% | Add +116.7% | 106,101 | $12.7M |
| Horst & Graben Wealth Management LLC | 1.83% | Add +52.2% | 101,438 | $12.1M |
| Redhawk Wealth Advisors, Inc. | 1.34% | Reduce -76.0% | 100,162 | $12.0M |
| Mutual Advisors, LLC | 0.25% | Add +7.7% | 99,490 | $11.9M |
| Clear Creek Financial Management, LLC | 0.97% | Add +31.1% | 99,195 | $11.8M |
| Physician Wealth Advisors, Inc. | 1.65% | Add +60.5% | 99,074 | $11.8M |
| Chicago Partners Investment Group LLC | 0.28% | Add +26.6% | 96,409 | $11.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +14.1% | 92,100 | $11.0M |
| StoneCrest Wealth Management, Inc. | 4.39% | Add +7.6% | 91,204 | $10.9M |
| Lifestyle Asset Management, Inc. | 3.49% | Reduce -1.9% | 90,006 | $10.7M |
| Alpha Zero LLC | 5.86% | Add +18.7% | 89,894 | $10.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -65.3% | 89,269 | $10.7M |
| Stonebrook Private Inc. | 2.22% | Add +82.1% | 89,058 | $10.6M |
| Brookwood Investment Group LLC | 1.27% | Add +27.5% | 88,676 | $10.6M |
| Ethos Financial Group, LLC | 0.77% | Reduce -48.4% | 87,151 | $10.4M |
| Compass Financial Services Inc | 4.36% | Add +5.8% | 84,848 | $10.1M |
| Security Financial Services, INC. | 1.56% | Add +61.3% | 83,294 | $9.9M |
| One Wealth Advisors, LLC | 1.21% | Add +58.5% | 82,801 | $9.9M |
| BFI Infinity Ltd. | 6.14% | Reduce -44.7% | 82,658 | $9.9M |
| Ewa, LLC | 2.35% | Add +42.1% | 80,627 | $9.6M |
| Concorde Asset Management, LLC | 3.82% | Add +3.5% | 80,006 | $9.5M |
| Level Four Advisory Services, LLC | 0.31% | Add +12.5% | 78,877 | $9.4M |
| Tempus Wealth Planning, LLC | 2.15% | Add +3.2% | 78,568 | $9.4M |
| Integrity Investment Advisors, LLC | 5.16% | Add +32.7% | 78,505 | $9.4M |
| Financial Partners Group, Inc | 1.04% | Add +6.7% | 74,753 | $9.0M |
| Eagle Capital Management, LLC | 3.21% | Add +2.6% | 74,088 | $8.8M |
| IHT Wealth Management, LLC | 0.21% | Add +44.3% | 73,480 | $8.8M |
| Rollins Financial Advisors, LLC | 1.28% | Add +17.9% | 72,981 | $8.7M |
| WJ Wealth Management, LLC | 3.80% | Add +1.5% | 72,777 | $8.7M |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 71,920 | $8.6M |
| Independent Financial Group, LLC | 0.19% | Add +10.3% | 71,812 | $8.6M |
| AE Wealth Management LLC | 0.05% | Add +31.8% | 71,241 | $8.5M |
| Detalus Advisors, LLC | 2.07% | Add +78.1% | 71,160 | $8.5M |
| Capital Developers, LLC | 7.48% | — | 69,943 | $8.3M |
| Colonial River Investments, LLC | 2.93% | Add +3.3% | 68,988 | $8.2M |
| VestGen Advisors, LLC | 0.35% | Add +13.9% | 68,984 | $8.2M |
| Jackson Wealth Management, LLC | 0.79% | Add +13.6% | 67,918 | $8.1M |
| WealthCare Investment Partners, LLC | 2.35% | Add +4.3% | 67,399 | $8.1M |
| First Heartland Consultants, Inc. | 0.60% | Add +5.7% | 66,735 | $8.0M |
| Vigilare Wealth Management | 2.63% | Reduce -45.4% | 65,477 | $7.8M |
| Nations Financial Group Inc, /Ia/ | 0.41% | Add +6.6% | 65,254 | $7.8M |
| Centerpoint Advisory Group | 5.99% | Add +15.9% | 65,134 | $7.8M |
| Nova Wealth Management, Inc. | 5.33% | Add +10.5% | 65,124 | $7.8M |
| Per Stirling Capital Management, LLC. | 0.86% | Reduce -2.8% | 64,075 | $7.6M |
| TABR Capital Management, LLC | 5.02% | New | 63,003 | $7.5M |
| Cardinal Strategic Wealth Guidance | 1.96% | Add +54.5% | 62,854 | $7.5M |
| World Investment Advisors | 0.12% | Reduce -17.2% | 61,943 | $7.4M |
| Global Retirement Partners, LLC | 0.13% | Add +3.4% | 60,774 | $7.3M |
| Berbice Capital Management LLC | 4.31% | No change | 60,134 | $7.2M |
| Pachira Investments Inc. | 3.45% | Add +44.5% | 59,349 | $7.1M |
| IFG Advisory, LLC | 0.31% | Reduce -1.1% | 59,047 | $7.0M |
| Trademark Financial Management, LLC | 3.88% | Add +69.8% | 59,045 | $7.0M |
| Endowment Wealth Management, Inc. | 3.23% | Add +105.5% | 58,878 | $7.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +74.5% | 58,661 | $7.0M |
| National Bank of Canada | 0.01% | Add +110.0% | 58,517 | $7.0M |
| Threadgill Financial, LLC | 2.86% | Add +23.8% | 58,190 | $6.9M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +3.9% | 57,095 | $6.8M |
| Norris Financial Group, LLC | 2.24% | Add +10.2% | 55,251 | $6.6M |
| Kingsview Wealth Management, LLC | 0.09% | Add +47.3% | 54,189 | $6.5M |
| JPL Wealth Management, LLC | 1.56% | Add +55.8% | 53,705 | $6.4M |
| Sigma Planning Corp | 0.17% | Add +12.7% | 52,759 | $6.3M |
| Keating Financial Advisory Services, Inc. | 0.84% | — | 51,594 | $6.2M |
| Kingswood Wealth Advisors, LLC | 0.29% | Add +23.2% | 50,946 | $6.1M |
| Creative Planning | 0.00% | Add +801.9% | 49,767 | $5.9M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +3.0% | 49,689 | $5.9M |
| Geneos Wealth Management Inc. | 0.14% | Reduce -7.2% | 49,271 | $5.9M |
| Darrow Company, Inc. | 2.64% | Add +3.7% | 49,206 | $5.9M |
| Watershed Private Wealth LLC | 1.76% | Add +68.1% | 49,051 | $5.9M |
| Professional Financial Advisors, LLC | 1.19% | Reduce -2.2% | 48,653 | $5.8M |
| Integrated Wealth Concepts LLC | 0.07% | Add +0.3% | 48,306 | $5.8M |
| BNB Wealth Management, LLC | 3.70% | — | 48,162 | $5.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -28.3% | 48,125 | $5.7M |
| Waverly Advisors, LLC | 0.05% | Add +2213.4% | 47,842 | $5.7M |
| Merit Financial Group, LLC | 0.04% | Add +7.4% | 47,014 | $5.6M |
| HighPoint Advisor Group LLC | 0.12% | New | 46,879 | $5.6M |
| Childress Capital Advisors, LLC | 0.88% | No change | 46,175 | $5.5M |
| Tidemark, LLC | 1.56% | Add +8.3% | 46,129 | $5.5M |
| TSA Wealth Managment LLC | 1.81% | Add +64.1% | 45,823 | $5.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +610.6% | 44,477 | $5.3M |
| Cypress Wealth Services, LLC | 0.71% | Add +74.9% | 43,100 | $5.1M |
| Cobblestone Asset Management LLC | 2.28% | Add +64.2% | 42,621 | $5.1M |
| Vicus Capital | 0.38% | Reduce -16.0% | 42,588 | $5.1M |
| Capital Investment Counsel, LLC | 0.70% | Add +2.4% | 42,240 | $5.0M |
| Vertex Planning Partners, LLC | 1.17% | Add +45.6% | 42,027 | $5.0M |
| Assetmark, Inc. | 0.01% | Add +60.3% | 41,840 | $5.0M |
| IFC & Insurance Marketing, Inc. | 4.95% | — | 41,818 | $5.0M |
| Schorn Wealth LLC | 1.51% | Add +2.1% | 41,662 | $5.0M |
| Cornerstone Wealth Management, LLC | 0.26% | Add +4.4% | 41,450 | $4.9M |
| Legacy Financial Strategies, LLC | 0.86% | Add +15.7% | 40,793 | $4.9M |
| Prostatis Group LLC | 1.16% | Add +36.1% | 40,644 | $4.8M |
| Lotus Technology Management, LP | 2.69% | — | 40,531 | $4.8M |
| McNaughton Wealth Management, LLC | 1.98% | Add +48.6% | 40,320 | $4.8M |
| Perspective Wealth Advisors LLC | 3.42% | — | 40,301 | $4.8M |
| Synergy Investment Management, LLC | 1.67% | Add +91.7% | 39,483 | $4.7M |
| Hobbs Wealth Management, LLC | 4.53% | Add +53.8% | 38,982 | $4.7M |
| Estate Planners Group, LLC | 1.99% | — | 38,484 | $4.6M |
| CoreCap Advisors, LLC | 0.16% | Add +35.1% | 37,457 | $4.5M |
| LWM Advisory Services, LLC | 2.59% | Reduce -0.8% | 37,045 | $4.4M |
| Peak Financial Advisors LLC | 1.98% | Add +0.9% | 36,980 | $4.4M |
| Golden State Wealth Management, LLC | 0.47% | Reduce -4.7% | 36,927 | $4.4M |
| Mayflower Financial Advisors, LLC | 0.53% | Add +70.7% | 36,604 | $4.4M |
| Allworth Financial LP | 0.02% | Add +8.9% | 36,287 | $4.3M |
| Delta Wealth Advisors LLC | 3.61% | Reduce -12.8% | 36,122 | $4.3M |
| Convergence Financial, LLC | 0.63% | Add +1.1% | 36,116 | $4.3M |
| Betterment LLC | 0.01% | Add +31.0% | 34,851 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +9.9% | 34,744 | $4.1M |
| PFG Advisors | 0.20% | Add +92.9% | 34,000 | $4.1M |
| Daviman Financial, LLC | 2.35% | — | 33,627 | $4.0M |
| Maia Wealth LLC | 0.68% | Add +15.3% | 33,607 | $4.0M |
| Mascagni Wealth Management, Inc. | 2.95% | Add +19.9% | 33,200 | $4.0M |
| Payne Capital LLC | 3.98% | Reduce -0.1% | 32,767 | $3.9M |
| Lionsbridge Wealth Management LLC | 3.84% | Reduce -14.3% | 31,799 | $3.8M |
| Greenline Wealth Management LLC | 3.91% | — | 31,673 | $3.8M |
| Spectrum Planning & Advisory Services Inc. | 1.94% | Add +57.9% | 31,621 | $3.8M |
| Wealth Advisors of Iowa, LLC | 1.23% | Add +0.8% | 31,323 | $3.7M |
| Focus Financial Network, Inc. | 0.13% | Add +2.3% | 30,647 | $3.7M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -8.2% | 30,235 | $3.6M |
| Kestra Investment Management, LLC | 0.09% | Add +20.2% | 29,946 | $3.6M |
| Cibc World Market Inc. | 0.01% | Reduce -81.8% | 29,636 | $3.5M |
| Kane Investment Management, Inc. | 1.70% | Add +0.1% | 29,330 | $3.5M |
| SteelPeak Wealth, LLC | 0.12% | Add +20.9% | 29,322 | $3.5M |
| Gen-Wealth Partners Inc | 1.12% | Add +71.1% | 29,263 | $3.5M |
| Beacon Capital Management, Inc. | 0.19% | Reduce -4.8% | 29,162 | $3.5M |
| Lifelong Wealth Advisors, Inc. | 0.92% | Add +66.6% | 29,011 | $3.5M |
| ArborFi Advisors, LLC | 2.73% | Add +0.4% | 28,233 | $3.4M |
| Curtis Wealth Management LLC | 2.93% | — | 28,291 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +19.4% | 28,170 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +0.1% | 28,119 | $3.4M |
| Cresset Asset Management, LLC | 0.01% | New | 28,060 | $3.3M |
| One Capital Management, LLC | 0.10% | Reduce -76.4% | 27,850 | $3.3M |
| AIFG Consultants Ltd. | 5.60% | Reduce -8.8% | 27,328 | $3.3M |
| Florida Financial Advisors, LLC | 0.88% | Add +59.5% | 27,284 | $3.3M |
| Signet Financial Management, LLC | 0.35% | Add +122.2% | 26,482 | $3.2M |
| Leavell Investment Management, Inc. | 0.13% | Add +3.6% | 26,075 | $3.1M |
| Principal Securities, Inc. | 0.05% | Reduce -87.1% | 25,653 | $3.1M |
| Paladin Advisory Group, LLC | 2.21% | Add +0.8% | 25,405 | $3.0M |
| Pacific Financial Group Inc. | 1.68% | New | 25,334 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.2% | 25,121 | $3.0M |
| Wetzel Investment Advisors, Inc. | 1.20% | Reduce -0.0% | 24,746 | $3.0M |
| Belpointe Asset Management LLC | 0.11% | Reduce -46.0% | 24,659 | $2.9M |
| Orser Capital Management, LLC | 1.66% | No change | 24,555 | $2.9M |
| M1 Capital Management LLC | 1.22% | Add +6.5% | 24,501 | $2.9M |
| Tradition Wealth Management, LLC | 0.21% | Add +42.8% | 24,243 | $2.9M |
| Win Advisors, Inc. | 1.23% | Reduce -81.9% | 24,214 | $2.9M |
| Wedmont Private Capital | 0.10% | Add +177.8% | 23,862 | $2.9M |
| Ferguson Shapiro LLC | 0.88% | No change | 23,926 | $2.9M |
| GeoWealth Management, LLC | 0.10% | Reduce -60.5% | 23,346 | $2.8M |
| Washington Growth Strategies LLC | 1.77% | No change | 22,976 | $2.7M |
| Advyzon Investment Management, LLC | 0.32% | Add +23.4% | 22,873 | $2.7M |
| Arkadios Wealth Advisors | 0.05% | Add +6.6% | 22,824 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -18.2% | 22,630 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -5.2% | 22,405 | $2.7M |
| Sharkey, Howes & Javer | 0.34% | Add +102.0% | 22,240 | $2.7M |
| A4 Wealth Advisors LLC | 2.24% | Add +221.8% | 21,734 | $2.6M |
| Silver Oak Securities, Incorporated | 0.17% | Reduce -17.6% | 21,364 | $2.6M |
| Future Financial Wealth Managment LLC | 1.72% | New | 21,898 | $2.6M |
| Vista Cima Wealth Management LLC | 2.13% | Reduce -0.7% | 21,440 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +5.8% | 21,412 | $2.6M |
| Citigroup Inc. | 0.00% | Add +205.0% | 21,187 | $2.5M |
| Fortune Financial Group, Inc. | 2.48% | — | 21,164 | $2.5M |
| Coppell Advisory Solutions LLC | 0.25% | Add +1.9% | 20,936 | $2.5M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -43.7% | 21,011 | $2.5M |
| Southland Equity Partners LLC | 0.49% | Add +2.8% | 20,949 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +9.9% | 20,617 | $2.5M |
| Spire Wealth Management | 0.08% | Add +25.1% | 20,167 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +40.4% | 20,477 | $2.4M |
| Apollon Wealth Management, LLC | 0.04% | Add +11.0% | 19,665 | $2.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.81% | Add +1035.6% | 19,646 | $2.3M |
| Entelevest, LLC | 2.37% | — | 19,164 | $2.3M |
| Stone Wealth Partners | 2.01% | — | 18,933 | $2.3M |
| Regal Investment Advisors LLC | 0.13% | Reduce -15.3% | 18,823 | $2.2M |
| Strategic Blueprint, LLC | 0.13% | Add +111.1% | 18,487 | $2.2M |
| Theory Financial LLC | 0.74% | Add +72.7% | 18,386 | $2.2M |
| Petra Financial Advisors Inc. | 1.28% | Add +44.1% | 18,251 | $2.2M |
| Orca Investment Management, LLC | 1.68% | Reduce -2.0% | 17,829 | $2.1M |
| Mgo One Seven LLC | 0.04% | Add +11.9% | 17,822 | $2.1M |
| StoneX Group Inc. | 0.09% | Reduce -41.5% | 17,688 | $2.1M |
| Kintra Wealth, LLC | 0.29% | New | 17,357 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Add +52.8% | 17,325 | $2.1M |
| Weaver Consulting Group | 0.50% | Add +11.9% | 17,261 | $2.1M |
| Creative Financial Designs Inc. | 0.13% | Add +1.1% | 17,115 | $2.0M |
| JBR Co Financial Management Inc | 0.85% | Add +269.0% | 17,047 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +741.8% | 16,424 | $2.0M |
| WealthPoint Financial, LLC | 1.68% | — | 16,143 | $1.9M |
| WMG Financial Advisors, LLC | 0.79% | Reduce -0.1% | 16,105 | $1.9M |
| Horizon Investment Services, LLC | 0.69% | Add +2.3% | 15,964 | $1.9M |
| Signet Private Wealth LLC | 1.81% | — | 15,891 | $1.9M |
| Kickstand Ventures, Llc. | 0.40% | Add +36.3% | 15,755 | $1.9M |
| Lifetime Wealth Management P.C. | 1.18% | — | 15,565 | $1.9M |
| Arrowroot Family Office, LLC | 0.66% | Add +0.2% | 15,299 | $1.8M |
| Bush Investment Group, LLC | 1.02% | Add +48.0% | 15,279 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.5% | 15,255 | $1.8M |
| Calton & Associates, Inc. | 0.27% | Add +20.8% | 15,227 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +124.4% | 15,039 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +23.3% | 14,998 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -4.9% | 14,983 | $1.8M |
| Chatterton & Associates Inc. | 1.53% | — | 14,961 | $1.8M |
| Bank Hapoalim BM | 0.16% | New | 14,958 | $1.8M |
| Strait & Sound Wealth Management LLC | 0.65% | Reduce -1.7% | 14,724 | $1.8M |
| Hopwood Nicholas Hunter | 0.56% | — | 14,476 | $1.7M |
| Iams Wealth Management, LLC | 0.62% | Add +141.3% | 14,444 | $1.7M |
| Boyce & Associates Wealth Consulting, Inc. | 1.44% | Add +5.0% | 14,367 | $1.7M |
| Hengehold Capital Management LLC | 0.14% | Add +10.6% | 14,229 | $1.7M |
| Argent Trust Co | 0.06% | Add +6.0% | 14,131 | $1.7M |
| Visionary Wealth Advisors | 0.08% | Add +3.3% | 14,064 | $1.7M |
| ATX Financial Planning, LLC | 1.28% | — | 13,882 | $1.7M |
| Apeiron RIA LLC | 0.34% | Reduce -34.6% | 13,762 | $1.7M |
| Smith Shellnut Wilson LLC | 0.63% | Add +23.8% | 13,855 | $1.7M |
| WealthTrak Capital Management LLC | 1.18% | Add +63.3% | 13,798 | $1.6M |
| Firethorn Wealth Partners, LLC | 0.61% | Add +40.4% | 13,718 | $1.6M |
| Narwhal Capital Management | 0.12% | No change | 13,676 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | No change | 13,660 | $1.6M |
| FFG Retirement Advisors LLC | 1.01% | Reduce -0.4% | 13,628 | $1.6M |
| Balboa Wealth Partners | 0.27% | Reduce -25.6% | 13,587 | $1.6M |
| TD Capital Management LLC | 0.14% | Add +7.2% | 13,487 | $1.6M |
| Smartleaf Asset Management LLC | 0.06% | Add +55.6% | 13,352 | $1.6M |
| Perennial Investment Advisors, LLC | 0.13% | Add +23.4% | 13,381 | $1.6M |
| Blom & Howell Financial Planning, Inc. | 1.55% | — | 13,075 | $1.6M |
| WealthPLAN Partners, LLC | 0.23% | Add +63.5% | 13,058 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.52% | Add +9.3% | 13,003 | $1.6M |
| Roof Eidam Maycock Peralta, LLC | 0.35% | Add +17.5% | 12,958 | $1.5M |
| Evolution Wealth Management Inc. | 1.25% | Add +70.9% | 12,662 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -54.5% | 12,078 | $1.4M |
| QP Wealth Management, LLC | 1.27% | — | 12,033 | $1.4M |
| Fortis Capital Advisors, LLC | 0.21% | Add +443.0% | 11,811 | $1.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -28.9% | 11,640 | $1.4M |
| Sovereign Financial Group, Inc. | 0.25% | Add +1.3% | 11,593 | $1.4M |
| Wealth Management Associates, Inc. | 0.48% | Add +1.7% | 11,577 | $1.4M |
| Fiduciary Alliance LLC | 0.09% | Add +8.7% | 11,571 | $1.4M |
| Smart Money Group LLC | 0.39% | Add +19.8% | 11,152 | $1.3M |
| BlackDiamond Wealth Management, LLC | 0.65% | New | 10,939 | $1.3M |
| Mid-American Wealth Advisory Group, Inc. | 0.56% | Add +12.5% | 11,037 | $1.3M |
| Brown Miller Wealth Management, LLC | 0.36% | Add +80.3% | 10,929 | $1.3M |
| Cozad Asset Management Inc. | 0.10% | Add +6.3% | 10,895 | $1.3M |
| Fifth Third Securities, Inc. | 0.08% | Add +2.4% | 10,871 | $1.3M |
| Wealthgarden F.S. LLC | 0.85% | Add +55.4% | 10,912 | $1.3M |
| Verus Capital Partners, LLC | 0.09% | Add +39.4% | 10,865 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.42% | Reduce -4.9% | 10,806 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.36% | Add +5.2% | 10,800 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | — | 10,515 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +102.7% | 10,504 | $1.3M |
| Claris Financial LLC | 0.66% | Reduce -10.4% | 10,378 | $1.2M |
| Natixis Advisors, LLC | 0.00% | New | 10,311 | $1.2M |
| IFP Advisors, Inc | 0.03% | Reduce -5.6% | 10,231 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 10,226 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -66.9% | 10,117 | $1.2M |
| Csenge Advisory Group | 0.05% | Add +43.4% | 9,982 | $1.2M |
| Advisor Resource Council | 0.41% | Reduce -0.1% | 9,709 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.5% | 9,654 | $1.2M |
| Patten Group, Inc. | 0.21% | New | 9,614 | $1.1M |
| FMR LLC | 0.00% | Add +67.6% | 9,609 | $1.1M |
| Larry Mathis Financial Planning, LLC | 1.01% | — | 9,602 | $1.1M |
| Peachtree Investment Partners, LLC | 0.38% | No change | 9,585 | $1.1M |
| Riggs Asset Managment Co. Inc. | 0.23% | Reduce -3.4% | 9,502 | $1.1M |
| Clearview Wealth Advisors LLC | 0.72% | Add +58.3% | 9,485 | $1.1M |
| Guardian Capital, LLC | 0.99% | — | 9,225 | $1.1M |
| Merkkuri Wealth Advisors LLC | 0.75% | Add +44.3% | 9,210 | $1.1M |
| Reliant Investment Partners, LLC | 0.86% | Add +22.3% | 9,188 | $1.1M |
| Cyr Financial Inc. | 0.68% | Reduce -3.6% | 9,077 | $1.1M |
| Diversify Advisory Services, LLC | 0.03% | Add +51.5% | 8,836 | $1.1M |
| Focus Partners Wealth | 0.00% | New | 8,875 | $1.1M |
| Sutton Place Investors LLC | 0.58% | Add +50.9% | 8,786 | $1.0M |
| Advisors Preferred, LLC | 0.17% | Add +6087.9% | 8,663 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +392.6% | 8,660 | $1.0M |
| Parker Investment Management, LLC | 0.15% | Reduce -61.6% | 8,638 | $1.0M |
| Owen LaRue, LLC | 0.39% | New | 8,551 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Add +83.7% | 8,518 | $1.0M |
| &partners | 0.01% | Add +125.5% | 8,432 | $1.0M |
| United Advisor Group, LLC | 0.13% | Reduce -2.8% | 8,295 | $990K |
| HRT Financial LP | 0.00% | New | 8,285 | $988K |
| Thompson David Blair | 0.56% | — | 8,178 | $976K |
| XY Planning Network, Inc. | 0.17% | New | 7,997 | $954K |
| TCP Asset Management, LLC | 0.16% | No change | 7,904 | $943K |
| Roman Butler Fullerton & Co. | 0.24% | Reduce -9.5% | 7,878 | $929K |
| Cerity Partners LLC | 0.00% | Add +113.3% | 7,453 | $889K |
| Cosner Financial Group, LLC | 0.45% | New | 7,349 | $877K |
| Flagship Wealth Advisors, LLC | 0.25% | No change | 7,325 | $874K |
| CAP Partners, LLC | 0.50% | Add +3.5% | 7,323 | $874K |
| Lifeworks Advisors, LLC | 0.11% | Add +19.6% | 7,287 | $869K |
| Moneco Advisors, LLC | 0.07% | Add +3.9% | 7,281 | $869K |
| Roger Wittlin Investment Advisory, LLC | 0.60% | Reduce -33.6% | 7,189 | $858K |
| United Capital Financial Advisors, LLC | 0.01% | New | 7,130 | $851K |
| Integrity Advisory Solutions, LLC | 0.12% | Add +112.9% | 7,086 | $846K |
| Astoria Portfolio Advisors LLC. | 0.19% | New | 7,139 | $842K |
| Trinity Wealth Management, LLC | 0.30% | Add +11.4% | 6,939 | $828K |
| Cassilly Financial Group LLC | 0.73% | — | 6,933 | $827K |
| OMNI 360 Wealth, Inc. | 0.42% | Add +9.1% | 6,849 | $814K |
| Signal Advisors Wealth, LLC | 0.06% | Add +0.3% | 6,824 | $814K |
| Wealth Alliance, LLC | 0.08% | New | 6,783 | $809K |
| MKT Advisors LLC | 0.27% | Add +87.6% | 6,611 | $796K |
| Beacon Financial Advisory LLC | 0.18% | Add +27.8% | 6,649 | $793K |
| Investment Management Corp. /Va/ | 0.66% | New | 6,612 | $789K |
| AQR Capital Management | 0.00% | Add +258.8% | 6,594 | $787K |
| Barnes Wealth Management Group, Inc | 0.42% | Reduce -4.0% | 6,586 | $786K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | Reduce -2.5% | 6,570 | $784K |
| International Assets Investment Management, LLC | 0.05% | Reduce -37.4% | 6,562 | $783K |
| WBH Advisory Inc. | 0.06% | Add +8.4% | 6,438 | $768K |
| Redwood Financial Network Corp | 0.49% | New | 6,411 | $765K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | Add +43.1% | 6,411 | $764K |
| AdvisorNet Financial, Inc | 0.04% | Add +543.6% | 6,166 | $736K |
| RAM Investment Partners, LLC | 0.13% | No change | 6,147 | $733K |
| Robinhood Asset Management, LLC | 0.06% | — | 5,984 | $714K |
| Catalina Capital Group, LLC | 0.43% | Add +57.0% | 5,927 | $707K |
| Davidson Capital Management Inc. | 0.15% | New | 5,860 | $699K |
| TSG Advice Partners, LLC | 0.11% | — | 5,787 | $691K |
| Capital Analysts, LLC | 0.02% | Add +40.1% | 5,776 | $689K |
| Asempa Wealth Advisors | 0.59% | — | 5,697 | $680K |
| Sovran Advisors, LLC | 0.06% | Add +13.2% | 5,553 | $665K |
| Berger Financial Group, Inc | 0.04% | Add +128.8% | 5,564 | $664K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | Add +19.1% | 5,450 | $659K |
| Alpha Capital Advisors Inc. | 0.61% | — | 5,462 | $656K |
| Investment Insight Wealth Management, LLC | 0.62% | — | 5,278 | $630K |
| Alta Wealth Advisors LLC | 0.21% | Reduce -2.7% | 5,248 | $626K |
| GatePass Capital, LLC | 0.33% | Add +150.3% | 5,221 | $623K |
| Sound Income Strategies, LLC | 0.03% | Add +351.1% | 5,160 | $619K |
| BlackRock, Inc. | 0.00% | Add +160.3% | 5,159 | $616K |
| TBH Global Asset Management, LLC | 0.10% | Reduce -0.3% | 4,950 | $591K |
| Providence First Trust Co | 0.20% | Add +25.6% | 4,900 | $585K |
| Emergent Wealth Advisors, LLC | 0.33% | Reduce -6.0% | 4,884 | $583K |
| DF Dent & Co. Inc. | 0.01% | Reduce -33.7% | 4,872 | $581K |
| Onyx Bridge Wealth Group LLC | 0.06% | New | 4,848 | $578K |
| Rockefeller Capital Management L.P. | 0.00% | Add +46.9% | 4,843 | $578K |
| Focused Alpha, LLC | 0.17% | — | 4,812 | $574K |
| Global Wealth Management Investment Advisory, Inc. | 0.09% | New | 4,789 | $571K |
| Sugar Maple Asset Management, LLC | 0.38% | Reduce -45.5% | 4,714 | $562K |
| Valued Retirements, Inc. | 0.54% | Add +70.8% | 4,631 | $553K |
| RDA Financial Network | 0.13% | Add +18.6% | 4,627 | $552K |
| Integrated Advisors Network LLC | 0.02% | Add +31.4% | 4,621 | $551K |
| Harvest Investment Services, LLC | 0.10% | Add +4.0% | 4,556 | $544K |
| Alchemi Wealth, LLC | 0.29% | — | 4,518 | $539K |
| Well Done, LLC | 0.08% | No change | 4,508 | $538K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 4,329 | $517K |
| Stephens Inc. | 0.01% | Add +4.8% | 4,328 | $516K |
| Comprehensive Financial Planning, Inc. | 0.34% | Reduce -3.3% | 4,311 | $514K |
| Sheets Smith Wealth Management | 0.06% | Reduce -2.0% | 4,276 | $510K |
| Brand Asset Management Group, Inc. | 0.14% | Reduce -5.4% | 4,263 | $509K |
| MN Wealth Advisors, LLC | 0.26% | Add +57.3% | 4,241 | $506K |
| MSH Capital Advisors LLC | 0.11% | Add +35.6% | 4,219 | $503K |
| TAGStone Capital, Inc. | 0.19% | Add +63.4% | 4,215 | $503K |
| Private Trust Co. NA | 0.04% | Reduce -10.6% | 4,194 | $500K |
| Smith, Moore & Co. | 0.04% | Reduce -90.0% | 4,158 | $496K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -2.0% | 4,118 | $491K |
| Howard Capital Management, LLC | 0.01% | New | 4,091 | $488K |
| Soltis Investment Advisors LLC | 0.03% | Add +7.1% | 4,072 | $486K |
| Maripau Wealth Management LLC | 0.22% | Add +57.3% | 3,944 | $483K |
| Comerica Bank | 0.00% | Add +4.0% | 4,039 | $482K |
| Sowell Financial Services LLC | 0.02% | Add +79.0% | 4,010 | $479K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -56.2% | 3,999 | $477K |
| Adirondack Trust Co. | 0.16% | Add +143.8% | 3,969 | $474K |
| Bank of Montreal | 0.00% | Add +22.9% | 3,967 | $473K |
| Centaurus Financial, Inc. | 0.02% | Reduce -15.4% | 3,918 | $467K |
| Aurora Private Wealth, Inc. | 0.31% | — | 3,910 | $466K |
| Synergy Asset Management, LLC | 0.05% | Reduce -80.2% | 3,903 | $466K |
| Financial Architects, LLC | 0.25% | No change | 3,900 | $465K |
| Uptick Partners, LLC | 0.10% | New | 3,854 | $460K |
| Compound Planning, Inc. | 0.01% | Reduce -56.7% | 3,839 | $458K |
| Simplicity Wealth,LLC | 0.03% | Add +115.1% | 3,824 | $456K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +33.2% | 3,815 | $455K |
| GTS Securities LLC | 0.02% | Reduce -33.1% | 3,767 | $449K |
| Lantern Wealth Advisors, LLC | 0.24% | Add +42.6% | 3,755 | $448K |
| Parkway Wealth Management Group, LLC | 0.06% | — | 3,718 | $444K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -90.2% | 3,607 | $430K |
| Burke & Herbert Bank & Trust Co. | 0.12% | Add +98.2% | 3,537 | $422K |
| Avion Wealth | 0.09% | Reduce -4.1% | 3,530 | $421K |
| Tectonic Advisors LLC | 0.02% | Add +36.3% | 3,520 | $420K |
| Santori & Peters, Inc. | 0.14% | Add +3.0% | 3,495 | $417K |
| Resurgent Financial Advisors LLC | 0.21% | Add +53.8% | 3,473 | $414K |
| Beto Financial Group, LLC | 0.28% | — | 3,439 | $414K |
| Magnolia Capital Advisors LLC | 0.08% | Add +15.2% | 3,383 | $404K |
| BOK Financial Private Wealth, Inc. | 0.02% | New | 3,382 | $404K |
| Nwam LLC | 0.02% | Reduce -47.5% | 3,340 | $397K |
| Bank of New York Mellon Corp | 0.00% | Add +3.9% | 3,296 | $393K |
| RHS Financial, LLC | 0.19% | Add +22.2% | 3,257 | $389K |
| Ignite Planners, LLC | 0.06% | Add +28.4% | 3,202 | $384K |
| Axos Invest Inc. | 0.28% | New | 3,197 | $381K |
| Peregrine Asset Advisers, Inc. | 0.11% | Reduce -0.3% | 3,182 | $380K |
| Ellenbecker Investment Group | 0.05% | Reduce -17.0% | 3,171 | $378K |
| Fulcrum Equity Management | 0.36% | Reduce -25.8% | 3,146 | $375K |
| Private Wealth Asset Management, LLC | 0.04% | New | 3,138 | $374K |
| Family Wealth Partners, LLC | 0.13% | New | 3,114 | $372K |
| Meridian Financial Advisors, LLC | 0.20% | Add +29.4% | 3,085 | $368K |
| Pacific Excel Wealth Advisors, Inc. | 0.69% | — | 3,071 | $366K |
| Elevation Capital Advisory, LLC | 0.15% | New | 3,025 | $361K |
| First Western Trust Bank | 0.02% | New | 3,017 | $360K |
| Centurion Wealth Management LLC | 0.08% | New | 3,009 | $359K |
| Headlands Technologies LLC | 0.03% | New | 3,005 | $359K |
| Titleist Asset Management, LLC | 0.03% | New | 2,988 | $357K |
| Tucker Asset Management LLC | 0.10% | Reduce -1.8% | 2,981 | $356K |
| Snowden Capital Advisors LLC | 0.01% | Add +39.7% | 2,951 | $352K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,949 | $352K |
| Eagle Wealth Advisors LLC | 0.30% | — | 2,943 | $351K |
| Meadowbrook Wealth Management, LLC | 0.40% | Reduce -3.8% | 2,939 | $351K |
| Flagstar Securities, Inc. | 0.12% | Reduce -43.8% | 2,933 | $350K |
| GK Wealth Management LLC | 0.25% | Add +15.7% | 2,889 | $345K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 2,877 | $343K |
| Yukon Wealth Management, Inc. | 0.20% | No change | 2,933 | $343K |
| Corient Private Wealth LP | 0.00% | New | 2,843 | $339K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Reduce -40.2% | 2,808 | $335K |
| Vantage Point Financial LLC | 0.12% | New | 2,795 | $333K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 2,759 | $329K |
| Optima Capital LLC | 0.14% | Reduce -42.7% | 2,753 | $328K |
| Sankala Group LLC | 0.26% | — | 2,738 | $327K |
| Tradewinds Capital Management, LLC | 0.07% | Add +294.9% | 2,733 | $326K |
| Elevated Financial Group LLC | 0.11% | — | 2,716 | $324K |
| Lebenthal Global Advisors, LLC | 0.05% | New | 2,715 | $324K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 2,713 | $324K |
| Magnus Financial Group LLC | 0.02% | Add +63.3% | 2,702 | $322K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +38.2% | 2,688 | $321K |
| Fortitude Advisory Group L.L.C. | 0.14% | Add +37.5% | 2,686 | $320K |
| Certified Advisory Corp | 0.03% | Add +0.2% | 2,660 | $317K |
| Worth Asset Management, LLC | 0.13% | Reduce -55.8% | 2,657 | $317K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +54.3% | 2,634 | $317K |
| Oregon Pacific Wealth Management, LLC | 0.32% | New | 2,629 | $314K |
| Independent Advisor Alliance | 0.01% | Add +47.5% | 2,567 | $306K |
| Latitude Advisors, LLC | 0.13% | Add +18.9% | 2,549 | $304K |
| Commerce Bank | 0.00% | Reduce -43.5% | 2,542 | $303K |
| Primoris Wealth Advisors, LLC | 0.18% | Reduce -3.4% | 2,540 | $303K |
| Goldstone Financial Group, LLC | 0.03% | Reduce -68.5% | 2,537 | $303K |
| BAM Wealth Management, LLC | 0.22% | Add +33.1% | 2,511 | $300K |
| Innovative Wealth Building LLC | 0.22% | New | 2,495 | $298K |
| Asset One Wealth Management LLC | 0.04% | — | 2,474 | $298K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Add +126.2% | 2,475 | $295K |
| SMART Wealth LLC | 0.09% | Reduce -6.2% | 2,473 | $295K |
| High Falls Advisors, Inc | 0.06% | New | 2,470 | $295K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,434 | $290K |
| Beacon Financial Group | 0.03% | New | 2,378 | $284K |
| Diversify Wealth Management, LLC | 0.01% | Add +14.8% | 2,356 | $283K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -29.6% | 2,365 | $282K |
| Bell Investment Advisors, Inc | 0.04% | Add +0.3% | 2,340 | $279K |
| Sequent Planning LLC | 0.07% | Reduce -43.9% | 2,234 | $267K |
| Virtue Capital Management, LLC | 0.04% | Add +60.0% | 2,194 | $263K |
| Seeds Investor LLC | 0.05% | Reduce -13.0% | 2,101 | $251K |
| Empirical Asset Management, LLC | 0.07% | New | 2,100 | $251K |
| Berkeley Capital Partners, LLC | 0.06% | Reduce -4.5% | 2,076 | $248K |
| RMR Wealth Builders | 0.02% | Add +19.9% | 2,059 | $246K |
| Ancora Advisors LLC | 0.01% | Add +3.6% | 2,028 | $242K |
| Orleans Capital Management Corp. | 0.15% | No change | 2,000 | $239K |
| NWF Advisory Services Inc. | 0.03% | Add +12.4% | 1,999 | $238K |
| Compass Capital Corp. /Ma/ | 0.09% | Add +11.2% | 1,940 | $235K |
| Financial Freedom, LLC | 0.12% | Add +19.9% | 1,954 | $233K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -92.1% | 1,935 | $231K |
| Indivisible Partners | 0.02% | — | 1,913 | $228K |
| Aptus Capital Advisors, LLC | 0.00% | Add +84.0% | 1,912 | $228K |
| J Hagan Capital, Inc. | 0.12% | New | 1,885 | $225K |
| Jump Financial, LLC | 0.00% | New | 1,885 | $225K |
| Cadence Bank | 0.01% | No change | 1,881 | $224K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 1,873 | $223K |
| JHP Wealth Management, LLC | 0.22% | — | 1,869 | $223K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,867 | $223K |
| ERn Financial, LLC | 0.04% | New | 1,863 | $222K |
| Moran Wealth Management, LLC | 0.01% | Reduce -2.0% | 1,852 | $221K |
| Integrated Capital Management, LLC | 0.09% | Reduce -7.0% | 1,848 | $221K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 1,832 | $219K |
| Syntegra Private Wealth Group, LLC | 0.02% | New | 1,829 | $218K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.5% | 1,825 | $218K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 1,800 | $215K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | New | 1,748 | $212K |
| Dentgroup LLC | 0.15% | New | 1,778 | $212K |
| Maridea Wealth Management LLC | 0.03% | New | 1,764 | $210K |
| Integrity Wealth Solutions LLC | 0.08% | New | 1,761 | $210K |
| Facet Wealth, Inc. | 0.00% | New | 1,757 | $209K |
| Cooper Financial Group | 0.02% | New | 1,748 | $209K |
| Cornerstone Wealth Group, LLC | 0.01% | Add +0.2% | 1,732 | $207K |
| Lido Advisors, LLC | 0.00% | New | 1,726 | $206K |
| Evolve Private Wealth, LLC | 0.01% | — | 1,725 | $206K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -0.7% | 1,646 | $196K |
| Northwest Capital Management Inc | 0.76% | Reduce -57.7% | 1,475 | $176K |
| Larson Financial Group LLC | 0.01% | Add +0.7% | 1,434 | $171K |
| Dunhill Financial, LLC | 0.05% | Add +409.1% | 1,395 | $166K |
| Sarver Vrooman Wealth Advisors | 0.09% | No change | 1,216 | $145K |
| MAI Capital Management | 0.00% | Add +188.9% | 1,199 | $143K |
| Lodestone Wealth Management LLC | 0.05% | New | 1,126 | $134K |
| Godsey & Gibb, Inc. | 0.01% | Add +1001.0% | 1,101 | $131K |
| SG Americas Securities, LLC | 0.00% | New | 1,082 | $129K |
| GAMMA Investing LLC | 0.01% | New | 1,016 | $121K |
| Arax Advisory Partners | 0.00% | New | 967 | $115K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +63.2% | 919 | $110K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 870 | $104K |
| LGT Financial Advisors LLC | 0.63% | Reduce -36.3% | 858 | $102K |
| Root Financial Partners, LLC | 0.00% | Add +20.4% | 797 | $95K |
| Trust Co. of Vermont | 0.00% | Add +2.5% | 790 | $94K |
| Clearstead Advisors, LLC | 0.00% | Add +2.7% | 757 | $90K |
| Clarity Asset Management, Inc. | 0.05% | New | 702 | $84K |
| Triumph Capital Management | 0.02% | New | 671 | $80K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +54.2% | 649 | $77K |
| Fourth Dimension Wealth, LLC | 0.03% | Add +20.0% | 600 | $72K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 600 | $72K |
| Stone House Investment Management, LLC | 0.01% | Reduce -89.4% | 596 | $71K |
| Bokf, NA | 0.00% | No change | 538 | $64K |
| Glenmede Trust Co. NA | 0.00% | — | 507 | $60K |
| Salomon & Ludwin, LLC | 0.01% | Add +61.3% | 492 | $59K |
| Bessemer Group Inc. | 0.00% | New | 478 | $57K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 430 | $51K |
| GHP Investment Advisors, Inc. | 0.00% | Add +23.4% | 401 | $48K |
| Wellington-Altus USA Inc. | 0.03% | — | 380 | $45K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -35.5% | 378 | $45K |
| Dogwood Wealth Management LLC | 0.02% | New | 370 | $44K |
| Bernard Wealth Management Corp. | 0.02% | No change | 370 | $44K |
| Wellington Grp LLC | 0.01% | — | 319 | $38K |
| Team Financial Group, LLC | 0.02% | Add +31.6% | 296 | $35K |
| Rossby Financial, LCC | 0.01% | Reduce -14.4% | 286 | $34K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 280 | $33K |
| Elevated Capital Advisors, LLC | 0.01% | New | 279 | $33K |
| Lanark Financial, Inc. | 0.00% | No change | 272 | $32K |
| Blue Trust, Inc. | 0.00% | No change | 260 | $31K |
| Park Square Financial Group, LLC | 0.17% | Add +13.9% | 304 | $29K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 224 | $27K |
| Smithfield Trust Co | 0.00% | No change | 213 | $25K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 205 | $24K |
| Robinswood Financial LLC | 0.01% | Add +196.9% | 193 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 186 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 175 | $21K |
| Ameriflex Group, Inc. | 0.01% | Reduce -47.3% | 155 | $18K |
| Archer Investment Corp | 0.00% | No change | 153 | $18K |
| Princeton Global Asset Management LLC | 0.00% | New | 152 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 146 | $17K |
| Westend Capital Management, LLC | 0.00% | No change | 146 | $17K |
| Copia Wealth Management | 0.01% | No change | 139 | $17K |
| Hollencrest Capital Management | 0.00% | Reduce -28.8% | 114 | $14K |
| Abound Wealth Management | 0.00% | Add +6.0% | 106 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 100 | $12K |
| BankPlus Trust Department | 0.00% | No change | 93 | $11K |
| McGuire Capital Advisors Inc. | 0.01% | — | 92 | $11K |
| Global Wealth Strategies & Associates | 0.00% | New | 83 | $10K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.2% | 65 | $8K |
| Scarborough Advisors, LLC | 0.00% | Add +31.3% | 63 | $7K |
| Camelot Portfolios, LLC | 0.00% | New | 60 | $7K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 56 | $7K |
| CENTRAL TRUST Co | 0.00% | New | 56 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 55 | $7K |
| Kilter Group LLC | 0.00% | No change | 53 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 49 | $6K |
| Colonial Trust Co / SC | 0.00% | New | 49 | $6K |
| Friedenthal Financial | 0.00% | New | 42 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 40 | $5K |
| Financially Speaking Inc | 0.00% | Reduce -100.0% | 35 | $4K |
| Realta Investment Advisors | 0.00% | Add +150.0% | 30 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 27 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 25 | $3K |
| Alerus Financial NA | 0.00% | New | 18 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 15 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 11 | $1K |
| Costello Asset Management, INC | 0.00% | Reduce -91.5% | 10 | $1K |
| Toronto Dominion Bank | 0.00% | New | 9 | $1K |
| Register Financial Advisors LLC | 0.00% | New | 8 | $955 |
| NBT Bank, N.A. | 0.00% | Reduce -1.6% | 119 | $955 |
| Signaturefd, LLC | 0.00% | No change | 8 | $955 |
| Proathlete Wealth Management LLC | 0.00% | No change | 6 | $720 |
| Barrett & Company, Inc. | 0.00% | New | 4 | $478 |
| Fortitude Family Office, LLC | 0.00% | No change | 4 | $477 |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -99.6% | 2 | $239 |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -100.0% | 1 | $120 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $120 |
| NFSG Corp | 0.00% | New | 1 | $119 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $119 |
"% 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.