Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q1 2026 (March 31)654holders +7
81new positions
64sold out
4famous investors
$112.40avg. 13F price*
At the end of Q1 2026, 654 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 7 from Q4 2025. 81 opened new positions and 64 sold out. The largest holders were LPL Financial LLC ($761.5M), Cwm, LLC ($402.7M) and Bank of America Corp. ($359.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $98.6M |
| Exits | 64 | $173.8M |
All 13F filers, Q4 2025 → Q1 2026: 6,064,944 shares bought and 8,542,591 shares sold, net −2,477,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 654 holders
| LPL Financial LLC | 0.20% | Add +2.5% | 6,792,814 | $761.5M |
| Cwm, LLC | 1.06% | Add +20.0% | 3,591,581 | $402.7M |
| Bank of America Corp. | 0.03% | Reduce -3.0% | 3,209,358 | $359.8M |
| Morgan Stanley | 0.02% | Add +16.6% | 3,127,907 | $350.7M |
| Vantagepoint Investment Advisers LLC | 2.29% | Reduce -1.7% | 2,413,072 | $270.5M |
| Raymond James Financial Inc. | 0.05% | Reduce -9.3% | 1,565,729 | $175.5M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +12.3% | 1,546,683 | $173.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +2.2% | 1,351,256 | $151.5M |
| JPMorgan Chase & Co. | 0.01% | Add +10.9% | 1,365,188 | $147.2M |
| Wells Fargo & Company | 0.03% | Add +23.9% | 1,224,459 | $137.3M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Add +19.7% | 1,063,931 | $119.3M |
| Cetera Investment Advisers | 0.12% | Reduce -4.4% | 1,019,537 | $114.3M |
| Osaic Holdings, Inc. | 0.13% | Reduce -19.1% | 815,004 | $91.4M |
| Alpine Bank Wealth Management | 12.91% | Reduce -6.8% | 791,714 | $88.8M |
| Equitable Holdings, Inc. | 0.54% | Add +22.6% | 711,104 | $84.5M |
| Planning Alternatives Ltd. | 10.77% | Add +22.9% | 744,409 | $83.5M |
| Redwood Investment Management, LLC | 9.14% | Add +5.3% | 656,268 | $73.6M |
| Money Concepts Capital Corp. | 3.84% | Reduce -39.0% | 619,748 | $69.5M |
| Thrivent Financial for Lutherans | 0.13% | Add +7.4% | 586,058 | $65.7M |
| Private Advisor Group, LLC | 0.30% | Add +6.8% | 562,480 | $63.1M |
| MML Investors Services, LLC | 0.15% | Reduce -14.8% | 482,823 | $54.1M |
| Jones Financial Companies LLLP | 0.02% | Add +39.0% | 461,741 | $50.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.6% | 377,857 | $42.4M |
| Family Investment Center, Inc. | 7.75% | Reduce -4.5% | 359,290 | $40.3M |
| Performance Wealth Partners, LLC | 1.15% | Add +4.7% | 354,176 | $39.7M |
| UBS Group AG | 0.01% | Add +15.6% | 344,380 | $38.6M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -46.5% | 317,849 | $36.5M |
| Royal Bank of Canada | 0.01% | Reduce -19.8% | 320,865 | $36.0M |
| Independent Advisor Alliance | 0.38% | Add +12274.6% | 317,656 | $35.6M |
| Invst, LLC | 3.94% | Add +1.3% | 310,790 | $34.8M |
| Penserra Capital Management LLC | 0.39% | New | 300,003 | $33.6M |
| Sanctuary Advisors, LLC | 0.18% | Add +3.3% | 288,988 | $32.4M |
| HighTower Advisors, LLC | 0.03% | Add +1.2% | 286,061 | $32.1M |
| TD Private Client Wealth LLC | 0.66% | Reduce -16.5% | 283,971 | $31.8M |
| Triton Wealth Management, PLLC | 11.71% | Add +13.5% | 274,253 | $31.6M |
| Ascent Group, LLC | 1.03% | Add +5.5% | 266,464 | $29.9M |
| Tompkins Financial Corp. | 2.25% | Add +1.6% | 252,266 | $28.3M |
| Cerity Partners LLC | 0.04% | Add +3283.7% | 252,190 | $28.3M |
| RVW Wealth, LLC | 2.16% | Add +3.5% | 247,209 | $27.7M |
| Meridian Wealth Management, LLC | 0.98% | Add +0.1% | 246,978 | $27.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +78.8% | 243,892 | $27.3M |
| HBW Advisory Services LLC | 2.87% | Add +5.5% | 243,249 | $27.3M |
| Stifel Financial Corp. | 0.02% | Reduce -7.1% | 236,253 | $26.5M |
| Davidson Capital Management Inc. | 4.74% | Add +3883.3% | 233,423 | $26.2M |
| Advance Capital Management, Inc. | 0.99% | Add +0.7% | 232,079 | $26.0M |
| Whitaker-Myers Wealth Managers, LTD. | 4.76% | Add +5.8% | 212,872 | $23.9M |
| Mariner, LLC | 0.03% | Reduce -20.8% | 211,168 | $23.7M |
| Goldstein Advisors, LLC | 2.52% | Add +4.2% | 202,658 | $22.7M |
| Stratos Wealth Partners, LTD. | 0.25% | Reduce -1.3% | 197,069 | $22.1M |
| Insight Wealth Strategies, LLC | 2.35% | Reduce -15.9% | 188,038 | $21.1M |
| Perigon Wealth Management, LLC | 0.38% | Add +8.0% | 187,566 | $21.0M |
| Seros Financial, LLC | 13.31% | Reduce -16.5% | 186,556 | $20.9M |
| CreativeOne Wealth, LLC | 0.48% | Add +8.9% | 185,380 | $20.8M |
| Bull Oak Capital, LLC | 7.56% | Add +11.1% | 175,441 | $19.7M |
| Thoroughbred Financial Services, LLC | 1.14% | Add +14.7% | 170,157 | $19.1M |
| Triad Wealth Partners, LLC | 1.48% | Add +51.1% | 166,082 | $18.6M |
| RFG Advisory, LLC | 0.34% | Add +6.2% | 165,964 | $18.6M |
| Financial Enhancement Group LLC | 2.21% | Add +7.6% | 138,814 | $17.8M |
| Fischer Investment Strategies, LLC | 9.95% | Reduce -24.4% | 152,154 | $17.1M |
| Adapt Wealth Advisors, LLC | 6.10% | Add +5.5% | 150,151 | $16.8M |
| CFS Investment Advisory Services, LLC | 1.15% | Add +0.2% | 130,158 | $16.7M |
| Modern Wealth Management, LLC | 0.29% | Add +13.4% | 145,804 | $16.7M |
| Manchester Financial Inc. | 3.13% | Add +27.6% | 145,509 | $16.3M |
| Park Avenue Securities LLC | 0.13% | Add +10.4% | 142,754 | $16.0M |
| Altus Wealth Group LLC | 6.54% | Reduce -1.9% | 142,258 | $15.9M |
| Venture Visionary Partners LLC | 0.53% | Add +20.3% | 141,074 | $15.8M |
| NewEdge Advisors, LLC | 0.06% | Add +3.5% | 141,030 | $15.8M |
| Legacy Capital Wealth Management, LLC | 9.13% | Add +3.9% | 139,331 | $15.6M |
| Integrity Alliance, Llc. | 0.59% | Add +7.0% | 137,342 | $15.4M |
| Trilogy Capital Inc. | 0.68% | Reduce -1.3% | 136,644 | $15.3M |
| JTC Employer Solutions Trustee Ltd | 1.24% | No change | 126,800 | $14.9M |
| KWB Wealth | 1.46% | Reduce -1.3% | 123,490 | $14.7M |
| Sierra Ocean, LLC | 12.03% | Add +4.2% | 130,761 | $14.7M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +13.7% | 128,422 | $14.4M |
| Horst & Graben Wealth Management LLC | 1.97% | Add +7.2% | 108,755 | $14.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4457.3% | 125,737 | $14.1M |
| Summit Financial, LLC | 0.17% | Add +11.9% | 119,291 | $13.4M |
| Mason & Associates Inc | 2.56% | Add +2.1% | 122,126 | $13.2M |
| Fortis Group Advisors, LLC | 2.13% | Reduce -28.5% | 96,279 | $12.9M |
| Dynamic Advisor Solutions LLC | 0.40% | Add +7.6% | 114,165 | $12.8M |
| Chicago Partners Investment Group LLC | 0.29% | Add +2.4% | 98,727 | $12.7M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +296.6% | 111,534 | $12.5M |
| Truist Financial Corp. | 0.02% | Add +0.7% | 110,677 | $12.4M |
| Green Ridge Wealth Planning LLC | 6.19% | Reduce -7.9% | 104,869 | $11.8M |
| Physician Wealth Advisors, Inc. | 1.63% | Add +5.7% | 104,690 | $11.7M |
| AE Wealth Management LLC | 0.06% | Add +44.4% | 102,886 | $11.5M |
| Lifestyle Asset Management, Inc. | 3.72% | Add +12.9% | 101,659 | $11.4M |
| Concurrent Investment Advisors, LLC | 0.12% | Reduce -39.6% | 97,865 | $11.0M |
| Avidian Wealth Enterprises, LLC | 0.34% | Add +370.5% | 97,009 | $10.9M |
| Alpha Zero LLC | 5.43% | Add +6.4% | 95,683 | $10.7M |
| Clear Creek Financial Management, LLC | 0.80% | Reduce -6.2% | 93,008 | $10.4M |
| StoneCrest Wealth Management, Inc. | 4.39% | Add +1.5% | 92,550 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.0% | 92,133 | $10.3M |
| Oxford Wealth Group, LLC | 5.50% | Reduce -46.9% | 89,747 | $10.1M |
| Stonebrook Private Inc. | 2.13% | Add +0.4% | 89,397 | $10.0M |
| Harbour Investments, Inc. | 0.15% | Reduce -17.5% | 89,114 | $10.0M |
| Compass Financial Services Inc | 4.29% | Add +4.1% | 88,356 | $9.9M |
| Level Four Advisory Services, LLC | 0.32% | Add +10.5% | 87,179 | $9.8M |
| Able Wealth Management LLC | 2.61% | Reduce -27.6% | 87,171 | $9.8M |
| Ethos Financial Group, LLC | 0.71% | Reduce -1.1% | 86,153 | $9.7M |
| One Wealth Advisors, LLC | 1.20% | Add +3.5% | 85,714 | $9.6M |
| Security Financial Services, INC. | 1.51% | Add +2.4% | 85,329 | $9.6M |
| Integrity Investment Advisors, LLC | 5.19% | Add +8.7% | 85,321 | $9.6M |
| HUB Investment Partners, LLC | 0.23% | New | 84,334 | $9.5M |
| Kovack Advisors, Inc. | 0.51% | Reduce -71.0% | 82,905 | $9.4M |
| Axxcess Wealth Management, LLC | 0.30% | Reduce -50.5% | 82,534 | $9.3M |
| VestGen Advisors, LLC | 0.26% | Reduce -8.1% | 63,415 | $9.2M |
| Financial Partners Group, Inc | 1.04% | Add +3.6% | 77,475 | $8.7M |
| Detalus Advisors, LLC | 1.95% | Add +7.0% | 76,156 | $8.5M |
| Rollins Financial Advisors, LLC | 1.35% | Add +4.1% | 75,951 | $8.5M |
| Eagle Capital Management, LLC | 3.32% | Add +1.4% | 75,110 | $8.4M |
| Invesco Ltd. | 0.00% | Add +3.7% | 74,569 | $8.4M |
| Centerpoint Advisory Group | 6.27% | Add +14.1% | 74,300 | $8.3M |
| IHT Wealth Management, LLC | 0.19% | Add +0.5% | 73,857 | $8.3M |
| Nova Wealth Management, Inc. | 5.34% | Add +12.2% | 73,076 | $8.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -69.3% | 72,865 | $8.2M |
| Capital Developers, LLC | 7.27% | Add +3.0% | 72,036 | $8.1M |
| WealthCare Investment Partners, LLC | 2.20% | Add +1.8% | 68,615 | $7.9M |
| Colonial River Investments, LLC | 2.83% | Add +2.3% | 70,539 | $7.9M |
| Integrated Wealth Concepts LLC | 0.06% | Add +44.1% | 69,615 | $7.8M |
| Nations Financial Group Inc, /Ia/ | 0.40% | Add +5.2% | 68,631 | $7.7M |
| WJ Wealth Management, LLC | 3.52% | Reduce -7.8% | 67,079 | $7.5M |
| JPL Wealth Management, LLC | 1.73% | Add +24.7% | 66,973 | $7.5M |
| Keating Financial Advisory Services, Inc. | 1.21% | Add +29.1% | 66,589 | $7.5M |
| Cardinal Strategic Wealth Guidance | 1.91% | Add +2.9% | 64,652 | $7.2M |
| TABR Capital Management, LLC | 6.65% | Add +2.3% | 64,457 | $7.2M |
| Hutchens & Kramer Investment Management Group, LLC | 2.28% | Add +227.0% | 64,241 | $7.2M |
| Trademark Financial Management, LLC | 3.48% | Add +7.4% | 63,409 | $7.1M |
| Endowment Wealth Management, Inc. | 3.12% | Add +6.8% | 62,874 | $7.0M |
| Independent Financial Group, LLC | 0.15% | Reduce -14.7% | 61,271 | $6.9M |
| Creative Planning | 0.00% | Add +23.1% | 61,263 | $6.9M |
| Pachira Investments Inc. | 3.19% | Add +2.6% | 60,910 | $6.8M |
| IFC & Insurance Marketing, Inc. | 7.06% | Add +44.3% | 60,362 | $6.8M |
| Threadgill Financial, LLC | 1.92% | Add +1.1% | 58,849 | $6.6M |
| Capstone Wealth Management Group, LLC | 2.72% | Reduce -59.5% | 57,831 | $6.5M |
| Next Level Private LLC | 1.44% | New | 57,026 | $6.4M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -0.7% | 56,682 | $6.4M |
| World Investment Advisors | 0.10% | Reduce -9.6% | 55,992 | $6.3M |
| Sigma Planning Corp | 0.17% | Add +5.8% | 55,845 | $6.3M |
| Waverly Advisors, LLC | 0.05% | Add +16.0% | 55,500 | $6.2M |
| Tempus Wealth Planning, LLC | 1.42% | Reduce -30.1% | 54,922 | $6.2M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +7.8% | 53,548 | $6.0M |
| Concorde Asset Management, LLC | 2.93% | Reduce -33.4% | 53,272 | $6.0M |
| National Bank of Canada | 0.01% | Reduce -10.2% | 52,560 | $5.9M |
| HighPoint Advisor Group LLC | 0.25% | Add +11.5% | 52,256 | $5.9M |
| Per Stirling Capital Management, LLC. | 0.64% | Reduce -19.0% | 51,881 | $5.8M |
| Geneos Wealth Management Inc. | 0.13% | Add +4.5% | 51,515 | $5.8M |
| Darrow Company, Inc. | 2.57% | Add +3.6% | 50,974 | $5.7M |
| TSA Wealth Managment LLC | 1.80% | Add +8.7% | 49,789 | $5.6M |
| Merit Financial Group, LLC | 0.04% | Add +5.2% | 49,440 | $5.5M |
| Watershed Private Wealth LLC | 1.73% | Add +0.8% | 49,436 | $5.5M |
| Professional Financial Advisors, LLC | 1.10% | Reduce -0.7% | 48,338 | $5.4M |
| Jane Street Group, LLC | 0.01% | New | 47,714 | $5.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +6.8% | 47,506 | $5.3M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -21.1% | 46,268 | $5.3M |
| Perspective Wealth Advisors LLC | 3.42% | Add +16.7% | 47,022 | $5.3M |
| BNB Wealth Management, LLC | 3.37% | Reduce -2.9% | 46,784 | $5.2M |
| Tidemark, LLC | 1.33% | Add +0.8% | 46,515 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +116.8% | 46,429 | $5.2M |
| Cypress Wealth Services, LLC | 0.73% | Add +7.7% | 46,418 | $5.2M |
| Vertex Planning Partners, LLC | 0.99% | Add +8.1% | 45,434 | $5.1M |
| Synergy Investment Management, LLC | 1.67% | Add +15.0% | 45,411 | $5.1M |
| Assetmark, Inc. | 0.01% | Add +6.7% | 44,648 | $5.0M |
| Mutual Advisors, LLC | 0.11% | Reduce -55.3% | 44,516 | $5.0M |
| Legacy Financial Strategies, LLC | 0.90% | Add +8.5% | 44,261 | $5.0M |
| Prostatis Group LLC | 1.26% | Add +8.3% | 44,026 | $4.9M |
| Cobblestone Asset Management LLC | 2.22% | Add +3.2% | 43,970 | $4.9M |
| Schorn Wealth LLC | 1.49% | Add +5.5% | 43,955 | $4.9M |
| HRT Financial LP | 0.01% | Add +429.1% | 43,834 | $4.9M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -19.7% | 43,536 | $4.9M |
| Capital Investment Counsel, LLC | 0.66% | Add +2.3% | 43,228 | $4.8M |
| Vicus Capital | 0.36% | Add +1.3% | 43,130 | $4.8M |
| Betterment LLC | 0.01% | Add +22.3% | 42,638 | $4.8M |
| McNaughton Wealth Management, LLC | 1.98% | Add +5.7% | 42,624 | $4.8M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +2.8% | 42,601 | $4.8M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +50.7% | 42,463 | $4.8M |
| WMG Financial Advisors, LLC | 1.92% | Add +154.4% | 40,973 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.3% | 40,069 | $4.5M |
| Scarborough Advisors, LLC | 0.49% | Add +63136.5% | 39,839 | $4.5M |
| Hobbs Wealth Management, LLC | 4.38% | Add +1.3% | 39,493 | $4.4M |
| CoreCap Advisors, LLC | 0.15% | Add +5.4% | 39,482 | $4.4M |
| Mayflower Financial Advisors, LLC | 0.54% | Add +7.5% | 39,350 | $4.4M |
| Focus Financial Network, Inc. | 0.16% | Add +28.4% | 39,336 | $4.4M |
| Vigilare Wealth Management | 1.43% | Reduce -42.2% | 37,824 | $4.2M |
| SteelPeak Wealth, LLC | 0.13% | Add +26.6% | 37,127 | $4.2M |
| M1 Capital Management LLC | 1.91% | Add +50.9% | 36,970 | $4.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +59.0% | 35,986 | $4.1M |
| Daviman Financial, LLC | 2.43% | Add +9.1% | 36,698 | $4.1M |
| Estate Planners Group, LLC | 1.96% | Reduce -5.5% | 36,362 | $4.1M |
| Berbice Capital Management LLC | 2.63% | Reduce -40.4% | 35,833 | $4.0M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +73.8% | 35,591 | $4.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Add +205.7% | 35,580 | $4.0M |
| Leavell Investment Management, Inc. | 0.16% | Add +34.5% | 35,080 | $3.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.22% | Add +102.2% | 35,034 | $3.9M |
| Regal Investment Advisors LLC | 0.23% | Add +84.5% | 34,726 | $3.9M |
| Delta Wealth Advisors LLC | 2.96% | Reduce -4.0% | 34,696 | $3.9M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -32.0% | 34,646 | $3.9M |
| Mascagni Wealth Management, Inc. | 2.75% | Add +3.7% | 34,414 | $3.9M |
| First Heartland Consultants, Inc. | 0.29% | Reduce -49.1% | 33,985 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -6.7% | 33,857 | $3.8M |
| Spectrum Planning & Advisory Services Inc. | 1.87% | Add +6.6% | 33,715 | $3.8M |
| Greenline Wealth Management LLC | 4.34% | Add +6.0% | 33,590 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 33,318 | $3.7M |
| PFG Advisors | 0.18% | Reduce -3.0% | 32,993 | $3.7M |
| Cresset Asset Management, LLC | 0.02% | Add +17.5% | 32,976 | $3.7M |
| Maia Wealth LLC | 0.62% | Reduce -2.3% | 32,821 | $3.7M |
| Arkadios Wealth Advisors | 0.06% | Add +43.7% | 32,802 | $3.7M |
| Lifelong Wealth Advisors, Inc. | 0.97% | Add +12.2% | 32,556 | $3.6M |
| AQR Capital Management | 0.00% | Add +387.5% | 32,147 | $3.6M |
| MPWM Advisory Solutions, LLC | 1.86% | New | 31,306 | $3.5M |
| Gen-Wealth Partners Inc | 1.09% | Add +5.7% | 30,927 | $3.5M |
| Citigroup Inc. | 0.00% | Add +45.6% | 30,852 | $3.5M |
| Tudor Investment Corporation | 0.02% | New | 30,152 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -79.6% | 29,969 | $3.4M |
| Peak Financial Advisors LLC | 1.48% | Reduce -19.4% | 29,815 | $3.3M |
| ArborFi Advisors, LLC | 2.69% | Add +4.0% | 29,354 | $3.3M |
| Curtis Wealth Management LLC | 3.08% | Add +3.6% | 29,300 | $3.3M |
| Florida Financial Advisors, LLC | 0.78% | Add +7.2% | 29,242 | $3.3M |
| A4 Wealth Advisors LLC | 2.71% | Add +33.9% | 29,094 | $3.3M |
| Vista Cima Wealth Management LLC | 3.21% | Add +35.4% | 29,025 | $3.3M |
| Signet Financial Management, LLC | 0.36% | Add +8.7% | 28,780 | $3.2M |
| Beacon Capital Management, Inc. | 0.18% | Reduce -1.4% | 28,757 | $3.2M |
| Future Financial Wealth Managment LLC | 1.95% | Add +8.9% | 23,844 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -84.5% | 26,872 | $3.0M |
| Jackson Wealth Management, LLC | 0.31% | Reduce -60.5% | 26,809 | $3.0M |
| Astoria Portfolio Advisors LLC. | 0.63% | Add +213.5% | 22,379 | $3.0M |
| Kane Investment Management, Inc. | 1.49% | Reduce -11.5% | 25,955 | $2.9M |
| Entelevest, LLC | 2.95% | Add +33.7% | 25,619 | $2.9M |
| Tradition Wealth Management, LLC | 0.20% | Add +5.4% | 25,558 | $2.9M |
| Sharkey, Howes & Javer | 0.38% | Add +13.7% | 25,294 | $2.8M |
| Belpointe Asset Management LLC | 0.10% | Add +2.3% | 25,231 | $2.8M |
| Pacific Financial Group Inc. | 1.52% | Reduce -0.7% | 25,160 | $2.8M |
| Apollon Wealth Management, LLC | 0.05% | Add +27.8% | 25,137 | $2.8M |
| Fortune Financial Group, Inc. | 2.53% | Add +18.5% | 25,079 | $2.8M |
| Paladin Advisory Group, LLC | 2.13% | Reduce -1.6% | 25,007 | $2.8M |
| Wedmont Private Capital | 0.09% | Reduce -3.8% | 22,963 | $2.8M |
| Milestone Asset Management, LLC | 0.51% | New | 24,440 | $2.7M |
| Wetzel Investment Advisors, Inc. | 1.09% | Reduce -1.4% | 24,387 | $2.7M |
| Evolution Wealth Management Inc. | 1.98% | Add +90.9% | 24,169 | $2.7M |
| Atria Investments, Inc | 0.03% | Reduce -79.8% | 23,724 | $2.7M |
| Spire Wealth Management | 0.09% | Add +15.0% | 23,199 | $2.6M |
| FFG Retirement Advisors LLC | 1.49% | Add +67.4% | 22,812 | $2.6M |
| Advyzon Investment Management, LLC | 0.23% | Reduce -0.7% | 22,709 | $2.5M |
| Beto Financial Group, LLC | 1.48% | Add +427.5% | 18,141 | $2.5M |
| Washington Growth Strategies LLC | 1.63% | Reduce -3.1% | 22,274 | $2.5M |
| Mainstay Capital Management LLC | 0.19% | Reduce -97.8% | 22,231 | $2.5M |
| Southland Equity Partners LLC | 0.48% | Add +5.3% | 22,069 | $2.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 21,600 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Add +40.8% | 21,116 | $2.4M |
| Chatterton & Associates Inc. | 1.65% | Add +28.5% | 19,229 | $2.4M |
| Hopwood Nicholas Hunter | 0.74% | Add +43.8% | 20,812 | $2.3M |
| Mgo One Seven LLC | 0.05% | Add +16.1% | 20,688 | $2.3M |
| Denver PWM, LLC | 0.79% | New | 16,053 | $2.3M |
| Silver Oak Securities, Incorporated | 0.17% | Reduce -5.0% | 20,303 | $2.3M |
| Stone Wealth Partners | 2.03% | Add +6.5% | 20,156 | $2.3M |
| Cibc World Market Inc. | 0.00% | Reduce -32.5% | 20,016 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -34.3% | 19,878 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +123.0% | 19,794 | $2.2M |
| Iams Wealth Management, LLC | 0.76% | Add +34.2% | 19,385 | $2.2M |
| Csenge Advisory Group | 0.10% | Add +92.3% | 19,196 | $2.2M |
| Prota Financial, LLC | 1.51% | New | 18,601 | $2.1M |
| Redhawk Wealth Advisors, Inc. | 0.23% | Reduce -81.6% | 18,462 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +78.6% | 18,417 | $2.1M |
| Petra Financial Advisors Inc. | 1.27% | Add +0.3% | 18,298 | $2.1M |
| Theory Financial LLC | 0.72% | Reduce -0.7% | 18,256 | $2.0M |
| JBR Co Financial Management Inc | 0.85% | No change | 17,047 | $2.0M |
| Kickstand Ventures, Llc. | 0.42% | Add +13.3% | 17,858 | $2.0M |
| Weaver Consulting Group | 0.48% | Add +3.3% | 17,834 | $2.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +147.0% | 17,611 | $2.0M |
| Wealth Alliance, LLC | 0.19% | Add +159.5% | 17,603 | $2.0M |
| WealthPoint Financial, LLC | 1.60% | Add +5.7% | 17,063 | $1.9M |
| Orca Investment Management, LLC | 1.61% | Reduce -5.0% | 16,939 | $1.9M |
| Investment Insight Wealth Management, LLC | 2.04% | Add +219.8% | 16,878 | $1.9M |
| Bush Investment Group, LLC | 1.01% | Add +8.4% | 16,559 | $1.9M |
| Horizon Investment Services, LLC | 0.65% | Add +3.7% | 16,554 | $1.9M |
| Lifetime Wealth Management P.C. | 1.08% | Add +6.3% | 16,553 | $1.9M |
| Arrowroot Family Office, LLC | 0.61% | Add +7.9% | 16,508 | $1.9M |
| StoneX Group Inc. | 0.10% | Reduce -8.3% | 16,216 | $1.8M |
| TD Capital Management LLC | 0.16% | Add +18.8% | 16,027 | $1.8M |
| ATX Financial Planning, LLC | 1.36% | Add +15.2% | 15,990 | $1.8M |
| Hengehold Capital Management LLC | 0.15% | Add +10.8% | 15,764 | $1.8M |
| Golden State Wealth Management, LLC | 0.19% | Reduce -57.9% | 15,560 | $1.7M |
| CIBC Bancorp USA Inc. | 0.00% | — | 15,527 | $1.7M |
| Roof Eidam Maycock Peralta, LLC | 0.40% | Add +18.7% | 15,382 | $1.7M |
| Creative Financial Designs Inc. | 0.10% | Reduce -10.5% | 15,323 | $1.7M |
| Blom & Howell Financial Planning, Inc. | 1.68% | Add +16.7% | 15,257 | $1.7M |
| Brown Miller Wealth Management, LLC | 0.48% | Add +39.1% | 15,199 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.8% | 15,134 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.61% | Add +8.3% | 14,856 | $1.7M |
| Strait & Sound Wealth Management LLC | 0.63% | Reduce -0.2% | 14,699 | $1.6M |
| Apeiron RIA LLC | 0.38% | Add +6.1% | 14,600 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -3.0% | 14,590 | $1.6M |
| Argent Trust Co | 0.05% | Add +1.9% | 14,392 | $1.6M |
| Perennial Investment Advisors, LLC | 0.13% | Add +7.1% | 14,330 | $1.6M |
| Envision Financial Transparency, LLC | 1.55% | — | 14,255 | $1.6M |
| WealthTrak Capital Management LLC | 1.13% | Add +1.9% | 14,056 | $1.6M |
| WealthPLAN Partners, LLC | 0.30% | Add +6.7% | 13,932 | $1.6M |
| D. E. Shaw & Co. | 0.00% | New | 13,896 | $1.6M |
| Diversify Wealth Management, LLC | 0.03% | Add +401.0% | 11,804 | $1.5M |
| Medallion Wealth Advisors, LLC | 0.50% | Add +5.4% | 13,711 | $1.5M |
| Verus Capital Partners, LLC | 0.10% | Add +23.9% | 13,457 | $1.5M |
| Compound Planning, Inc. | 0.05% | Add +249.7% | 13,424 | $1.5M |
| LexAurum Advisors, LLC | 0.19% | — | 13,163 | $1.5M |
| Narwhal Capital Management | 0.11% | Reduce -6.1% | 12,836 | $1.4M |
| Smith Shellnut Wilson LLC | 0.62% | Reduce -8.8% | 12,643 | $1.4M |
| FMR LLC | 0.00% | Add +28.8% | 12,375 | $1.4M |
| BlackDiamond Wealth Management, LLC | 0.66% | Add +11.7% | 12,218 | $1.4M |
| Owen LaRue, LLC | 0.52% | Add +42.1% | 12,152 | $1.4M |
| Sovereign Financial Group, Inc. | 0.23% | Add +3.8% | 12,032 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +23.8% | 11,952 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | Reduce -36.0% | 11,841 | $1.3M |
| Brookwood Investment Group LLC | 0.17% | Reduce -86.7% | 11,789 | $1.3M |
| Visionary Wealth Advisors | 0.06% | Reduce -16.4% | 11,757 | $1.3M |
| Mid-American Wealth Advisory Group, Inc. | 0.56% | No change | 11,037 | $1.3M |
| XY Planning Network, Inc. | 0.21% | Add +43.0% | 11,433 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -76.2% | 11,480 | $1.3M |
| Signet Private Wealth LLC | 1.22% | Reduce -28.6% | 11,352 | $1.3M |
| Wealthgarden F.S. LLC | 0.86% | Add +3.3% | 11,269 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +6.3% | 11,177 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +126.9% | 10,988 | $1.2M |
| Brookstone Capital Management | 0.01% | Reduce -93.0% | 10,972 | $1.2M |
| Wood Tarver Financial Group, LLC | 0.34% | Add +1.5% | 10,964 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Reduce -1.2% | 10,767 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -52.1% | 10,732 | $1.2M |
| Redwood Financial Network Corp | 0.78% | Add +66.2% | 10,656 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -57.7% | 10,621 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.39% | Reduce -0.2% | 10,788 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +2.3% | 10,352 | $1.2M |
| Bank of Nova Scotia | 0.00% | New | 10,200 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 10,226 | $1.1M |
| Claris Financial LLC | 0.62% | Reduce -1.9% | 10,184 | $1.1M |
| Fiduciary Alliance LLC | 0.07% | Reduce -22.7% | 8,947 | $1.1M |
| Sutton Place Investors LLC | 0.62% | Add +14.8% | 10,085 | $1.1M |
| Wealth Management Associates, Inc. | 0.39% | Reduce -12.9% | 10,081 | $1.1M |
| Peachtree Investment Partners, LLC | 0.43% | Add +4.6% | 10,027 | $1.1M |
| AMG Asset Management Group, Inc. | 0.87% | New | 10,001 | $1.1M |
| CAP Partners, LLC | 0.63% | Add +36.3% | 9,983 | $1.1M |
| Trinity Wealth Management, LLC | 0.40% | Add +39.9% | 9,710 | $1.1M |
| Reliant Investment Partners, LLC | 0.90% | Add +5.1% | 9,658 | $1.1M |
| Merkkuri Wealth Advisors LLC | 0.71% | Add +4.0% | 9,580 | $1.1M |
| Magnolia Capital Advisors LLC | 0.21% | Add +180.5% | 9,490 | $1.1M |
| Patten Group, Inc. | 0.18% | Reduce -1.5% | 9,472 | $1.1M |
| AdvisorNet Financial, Inc | 0.06% | Add +53.6% | 9,470 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -30.8% | 9,460 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 0.78% | Reduce -35.8% | 9,225 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.03% | Add +889.7% | 9,095 | $1.0M |
| QP Wealth Management, LLC | 1.74% | Reduce -24.7% | 9,060 | $1.0M |
| Smart Money Group LLC | 0.29% | Reduce -20.0% | 8,919 | $1000K |
| IFP Advisors, Inc | 0.02% | Reduce -13.6% | 8,840 | $991K |
| Cyr Financial Inc. | 0.58% | Reduce -3.6% | 8,750 | $981K |
| AssuredPartners Investment Advisors, LLC | 0.11% | New | 8,477 | $981K |
| Integrity Advisory Solutions, LLC | 0.13% | Add +22.8% | 8,702 | $976K |
| Northstar Advisory Group, LLC | 0.37% | New | 8,665 | $971K |
| OMNI 360 Wealth, Inc. | 0.49% | Add +23.4% | 8,454 | $948K |
| Calton & Associates, Inc. | 0.13% | Reduce -45.1% | 8,361 | $937K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -29.4% | 8,345 | $936K |
| Capital Analysts, LLC | 0.02% | Add +42.6% | 8,238 | $923K |
| WBH Advisory Inc. | 0.07% | Add +24.8% | 8,032 | $920K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.4% | 8,085 | $906K |
| Kintra Wealth, LLC | 0.06% | Reduce -54.2% | 7,956 | $892K |
| RDA Financial Network | 0.22% | Add +67.8% | 7,765 | $871K |
| Roman Butler Fullerton & Co. | 0.24% | Reduce -9.2% | 7,152 | $868K |
| United Advisor Group, LLC | 0.11% | Reduce -6.9% | 7,723 | $866K |
| Barnes Wealth Management Group, Inc | 0.43% | Add +15.9% | 7,634 | $856K |
| Beacon Financial Advisory LLC | 0.19% | Add +14.8% | 7,631 | $856K |
| Paragon Capital Management Ltd | 0.18% | New | 7,589 | $851K |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +56.3% | 7,575 | $849K |
| TCP Asset Management, LLC | 0.11% | Reduce -4.4% | 7,554 | $847K |
| LWM Advisory Services, LLC | 0.90% | Reduce -79.8% | 7,496 | $840K |
| MKT Advisors LLC | 0.28% | Add +8.7% | 7,184 | $838K |
| Uptick Partners, LLC | 0.16% | Add +87.9% | 7,243 | $812K |
| Gotham Asset Management | 0.00% | New | 7,228 | $810K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -66.1% | 7,122 | $798K |
| Cassilly Financial Group LLC | 0.69% | Add +1.8% | 7,059 | $791K |
| RHS Financial, LLC | 0.37% | Add +116.5% | 7,050 | $790K |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.2% | 7,050 | $790K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +273.0% | 6,987 | $783K |
| Quantinno Capital Management LP | 0.00% | Reduce -33.5% | 6,982 | $783K |
| Simplicity Wealth,LLC | 0.04% | Add +82.0% | 6,958 | $780K |
| Integrated Advisors Network LLC | 0.04% | Add +49.2% | 6,894 | $773K |
| Guardian Capital, LLC | 0.72% | Reduce -27.0% | 6,735 | $755K |
| Investment Management Corp. /Va/ | 0.64% | Add +1.0% | 6,678 | $749K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | No change | 6,570 | $737K |
| International Assets Investment Management, LLC | 0.05% | Reduce -2.4% | 6,406 | $733K |
| Massar Capital Management, LP | 0.15% | New | 6,538 | $733K |
| WealthPlan Investment Management, LLC | 0.04% | New | 6,414 | $719K |
| Balboa Wealth Partners | 0.12% | Reduce -52.9% | 6,402 | $718K |
| Inspire Advisors, LLC | 0.06% | New | 6,361 | $713K |
| Sovran Advisors, LLC | 0.06% | Reduce -4.7% | 5,290 | $708K |
| Catalina Capital Group, LLC | 0.43% | Add +6.4% | 6,307 | $707K |
| Sowell Financial Services LLC | 0.03% | Add +57.0% | 6,294 | $706K |
| GatePass Capital, LLC | 0.35% | Add +20.1% | 6,273 | $703K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | Reduce -3.3% | 6,199 | $694K |
| RAM Investment Partners, LLC | 0.12% | No change | 6,147 | $689K |
| Cosner Financial Group, LLC | 0.38% | Reduce -16.9% | 6,104 | $684K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -59.9% | 6,015 | $674K |
| Adirondack Trust Co. | 0.23% | Add +51.1% | 5,996 | $672K |
| Asempa Wealth Advisors | 0.58% | Add +2.1% | 5,819 | $666K |
| Baker Avenue Asset Management, LP | 0.02% | Add +149.8% | 5,907 | $662K |
| Focused Alpha, LLC | 0.20% | Add +22.6% | 5,898 | $661K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.18% | Add +6.7% | 5,814 | $653K |
| Financial Architects, LLC | 0.34% | Add +48.7% | 5,800 | $650K |
| Sanchez Gaunt Capital Management, LLC | 0.40% | — | 5,735 | $643K |
| GTS Securities LLC | 0.02% | Add +51.7% | 5,713 | $640K |
| TSG Advice Partners, LLC | 0.10% | Reduce -1.5% | 5,701 | $639K |
| Moneco Advisors, LLC | 0.05% | Reduce -22.4% | 5,647 | $633K |
| Berger Financial Group, Inc | 0.04% | Add +0.1% | 5,570 | $624K |
| Roger Wittlin Investment Advisory, LLC | 0.51% | Reduce -22.8% | 5,551 | $622K |
| Bank of Montreal | 0.00% | Add +39.1% | 5,519 | $619K |
| Alpha Capital Advisors Inc. | 0.58% | Add +0.3% | 5,477 | $614K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -50.1% | 5,423 | $608K |
| &partners | 0.00% | Add +26.4% | 10,657 | $607K |
| TAGStone Capital, Inc. | 0.21% | Add +28.2% | 5,402 | $606K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +40.5% | 5,359 | $601K |
| Sonoma Allocations LLC | 0.20% | New | 5,061 | $589K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -23.1% | 5,250 | $589K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -59.2% | 5,444 | $587K |
| RCS Financial Planning, LLC | 0.30% | New | 5,203 | $583K |
| BlackRock, Inc. | 0.00% | Add +0.5% | 5,182 | $581K |
| Sound Income Strategies, LLC | 0.03% | Reduce -3.0% | 5,004 | $573K |
| Sheets Smith Wealth Management | 0.06% | Add +19.1% | 5,095 | $571K |
| Lantern Wealth Advisors, LLC | 0.29% | Add +35.1% | 5,075 | $569K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +26.0% | 5,038 | $565K |
| Pacific Excel Wealth Advisors, Inc. | 0.59% | Add +63.9% | 5,034 | $564K |
| Gateway Wealth Partners, LLC | 0.02% | New | 5,010 | $562K |
| Comprehensive Financial Planning, Inc. | 0.39% | Add +15.7% | 4,989 | $559K |
| TBH Global Asset Management, LLC | 0.11% | Reduce -0.0% | 4,948 | $555K |
| Clarity Asset Management, Inc. | 0.28% | Add +602.1% | 4,929 | $553K |
| Providence First Trust Co | 0.19% | No change | 4,900 | $549K |
| Valued Retirements, Inc. | 0.54% | Add +5.7% | 4,897 | $549K |
| Parkway Wealth Management Group, LLC | 0.07% | Add +18.6% | 4,411 | $541K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.0% | 4,806 | $539K |
| Centurion Wealth Management LLC | 0.12% | Add +57.2% | 4,729 | $530K |
| Global Wealth Management Investment Advisory, Inc. | 0.08% | Reduce -1.9% | 4,700 | $527K |
| Arax Advisory Partners | 0.01% | Add +379.9% | 4,641 | $520K |
| GeoWealth Management, LLC | 0.02% | Reduce -80.3% | 4,604 | $516K |
| MN Wealth Advisors, LLC | 0.25% | Add +8.4% | 4,598 | $516K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -13.6% | 4,532 | $508K |
| Harvest Investment Services, LLC | 0.09% | Reduce -0.7% | 4,524 | $507K |
| Alchemi Wealth, LLC | 0.28% | No change | 4,518 | $507K |
| Well Done, LLC | 0.07% | No change | 4,508 | $505K |
| Midwest Financial Network, LLC | 0.40% | New | 4,489 | $503K |
| Ignite Planners, LLC | 0.08% | Add +38.5% | 4,435 | $497K |
| Advisory Alpha, LLC | 0.01% | New | 4,429 | $497K |
| Principal Securities, Inc. | 0.01% | Reduce -82.9% | 4,396 | $493K |
| Insigneo Advisory Services, LLC | 0.04% | New | 4,391 | $492K |
| Nwam LLC | 0.03% | Add +30.4% | 4,354 | $488K |
| MSH Capital Advisors LLC | 0.10% | Add +2.4% | 4,322 | $485K |
| Centaurus Financial, Inc. | 0.02% | Add +8.0% | 4,233 | $475K |
| Estate Counselors, LLC | 0.04% | New | 4,195 | $470K |
| Hershey Financial Advisers, LLC | 0.41% | New | 4,184 | $469K |
| Meridian Financial Advisors, LLC | 0.25% | Add +34.8% | 4,158 | $466K |
| Aurora Private Wealth, Inc. | 0.33% | No change | 3,910 | $466K |
| Howard Capital Management, LLC | 0.01% | No change | 4,091 | $459K |
| PNC Financial Services Group, Inc. | 0.00% | Add +124.2% | 4,091 | $459K |
| Smith, Moore & Co. | 0.03% | Reduce -2.0% | 4,076 | $457K |
| Innovative Wealth Building LLC | 0.32% | Add +63.3% | 4,074 | $457K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -2.4% | 4,021 | $451K |
| Maripau Wealth Management LLC | 0.20% | Add +1.6% | 4,006 | $449K |
| Private Trust Co. NA | 0.04% | Reduce -4.7% | 3,997 | $448K |
| Synergy Asset Management, LLC | 0.05% | Add +1.7% | 3,971 | $445K |
| Strategic Wealth Investment Group, LLC | 0.06% | New | 3,956 | $444K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | New | 3,935 | $441K |
| Pinnacle Associates Ltd. | 0.01% | New | 3,935 | $441K |
| Fortitude Advisory Group L.L.C. | 0.20% | Add +45.4% | 3,904 | $438K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,900 | $437K |
| Retirement Planning Group, LLC | 0.01% | New | 3,862 | $433K |
| Elevation Capital Advisory, LLC | 0.18% | Add +27.5% | 3,856 | $432K |
| Fifth Third Bancorp | 0.00% | New | 3,852 | $432K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -6.8% | 3,795 | $425K |
| Latitude Advisors, LLC | 0.19% | Add +47.4% | 3,756 | $421K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +104.0% | 3,737 | $419K |
| Resurgent Financial Advisors LLC | 0.15% | Add +5.8% | 3,675 | $412K |
| Thompson David Blair | 0.23% | Reduce -55.4% | 3,646 | $409K |
| Vantage Point Financial LLC | 0.14% | Add +30.0% | 3,633 | $407K |
| Burke & Herbert Bank & Trust Co. | 0.11% | Add +0.4% | 3,550 | $398K |
| Eagle Wealth Advisors LLC | 0.37% | Add +20.3% | 3,541 | $397K |
| Stephens Inc. | 0.00% | Reduce -18.5% | 3,527 | $395K |
| Santori & Peters, Inc. | 0.12% | Add +0.1% | 3,497 | $392K |
| Bank of New York Mellon Corp | 0.00% | Add +5.6% | 3,481 | $390K |
| Kapstone Financial Advisors LLC | 0.19% | New | 3,472 | $389K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +0.9% | 3,412 | $382K |
| Bay Capital Advisors, LLC | 0.23% | New | 3,332 | $374K |
| Peregrine Asset Advisers, Inc. | 0.10% | Add +3.1% | 3,282 | $368K |
| Caliber Wealth Management, LLC / KS | 0.04% | Add +22.1% | 3,282 | $368K |
| Snowden Capital Advisors LLC | 0.01% | Add +10.9% | 3,274 | $367K |
| Cadia Private Client LLC | 0.30% | New | 3,250 | $364K |
| Obsidian Cio, LLC | 0.32% | New | 3,201 | $359K |
| Corient Private Wealth LP | 0.00% | Add +12.4% | 3,197 | $358K |
| Sankala Group LLC | 0.29% | Add +17.3% | 3,212 | $358K |
| Ellenbecker Investment Group | 0.05% | Add +0.3% | 3,180 | $357K |
| Valmark Advisers, Inc. | 0.00% | New | 3,166 | $355K |
| Fulcrum Equity Management | 0.34% | Reduce -0.5% | 3,130 | $351K |
| Captrust Financial Advisors | 0.00% | Reduce -64.7% | 3,058 | $343K |
| Hourglass Capital, LLC | 0.07% | New | 3,000 | $336K |
| Mosaic Advisors LLC | 0.50% | New | 2,555 | $336K |
| Financial Freedom, LLC | 0.17% | Add +52.8% | 2,985 | $335K |
| Tucker Asset Management LLC | 0.10% | No change | 2,981 | $334K |
| Oregon Pacific Wealth Management, LLC | 0.35% | Add +12.3% | 2,953 | $331K |
| Meadowbrook Wealth Management, LLC | 0.44% | No change | 2,939 | $330K |
| Yukon Wealth Management, Inc. | 0.20% | No change | 2,933 | $329K |
| Titleist Asset Management, LLC | 0.02% | Reduce -2.5% | 2,914 | $327K |
| PFG Investments, LLC | 0.02% | New | 2,901 | $325K |
| Intelligence Driven Advisers, LLC | 0.06% | No change | 2,877 | $323K |
| Arwa LLC | 0.16% | New | 2,625 | $322K |
| Advisor Resource Council | 0.13% | Reduce -70.7% | 2,846 | $319K |
| Beacon Bridge Wealth Partners, LLC | 0.11% | New | 2,843 | $319K |
| J Hagan Capital, Inc. | 0.17% | Add +49.6% | 2,820 | $316K |
| Asset One Wealth Management LLC | 0.03% | Add +0.0% | 2,475 | $313K |
| First Western Trust Bank | 0.02% | Reduce -8.4% | 2,763 | $310K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +6.6% | 2,809 | $309K |
| BAM Wealth Management, LLC | 0.23% | Add +9.3% | 2,745 | $308K |
| Sequent Planning LLC | 0.07% | Add +22.5% | 2,736 | $307K |
| Tradewinds Capital Management, LLC | 0.06% | No change | 2,733 | $306K |
| Nicolet Bankshares Inc. | 0.01% | New | 2,713 | $304K |
| Lebenthal Global Advisors, LLC | 0.04% | Reduce -2.8% | 2,640 | $296K |
| Beacon Financial Group | 0.03% | Add +7.5% | 2,556 | $287K |
| Certified Advisory Corp | 0.03% | Reduce -4.5% | 2,540 | $285K |
| Goldstone Financial Group, LLC | 0.03% | No change | 2,537 | $284K |
| Robinhood Asset Management, LLC | 0.02% | Reduce -57.8% | 2,525 | $283K |
| SMART Wealth LLC | 0.08% | Add +1.3% | 2,506 | $281K |
| Empirical Asset Management, LLC | 0.07% | Add +18.6% | 2,491 | $279K |
| Wellington-Altus USA Inc. | 0.16% | Add +345.5% | 1,693 | $273K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,434 | $273K |
| Primoris Wealth Advisors, LLC | 0.19% | Reduce -4.9% | 2,415 | $271K |
| Advisor OS, LLC | 0.02% | New | 2,406 | $270K |
| Pinnacle Family Advisors, LLC | 0.12% | New | 2,353 | $264K |
| Bell Investment Advisors, Inc | 0.04% | Add +0.3% | 2,347 | $263K |
| Two Sigma Investments, LP | 0.00% | New | 2,300 | $258K |
| Moran Wealth Management, LLC | 0.01% | Add +23.8% | 2,293 | $257K |
| ERn Financial, LLC | 0.05% | Add +18.6% | 2,210 | $248K |
| Facet Wealth, Inc. | 0.00% | Add +25.4% | 2,203 | $247K |
| Optima Capital LLC | 0.11% | Reduce -20.0% | 2,202 | $247K |
| Silverlake Wealth Management LLC | 0.05% | New | 2,147 | $241K |
| Berkeley Capital Partners, LLC | 0.05% | Reduce -0.1% | 2,075 | $233K |
| Cooper Financial Group | 0.02% | Add +17.3% | 2,050 | $230K |
| Keystone Financial Group | 0.02% | New | 2,034 | $228K |
| Ancora Advisors LLC | 0.00% | Add +0.1% | 2,030 | $228K |
| Axos Invest Inc. | 0.17% | Reduce -36.6% | 2,027 | $227K |
| D'Orazio & Associates, Inc. | 0.03% | New | 2,011 | $225K |
| Orleans Capital Management Corp. | 0.15% | No change | 2,000 | $224K |
| Maridea Wealth Management LLC | 0.03% | Add +13.2% | 1,997 | $224K |
| Compass Capital Corp. /Ma/ | 0.08% | Reduce -17.7% | 1,596 | $222K |
| Brooklyn Investment Group | 0.01% | New | 1,982 | $222K |
| Private Wealth Asset Management, LLC | 0.02% | Reduce -37.9% | 1,950 | $219K |
| Transcend Capital Advisors, LLC | 0.02% | New | 1,945 | $218K |
| Sugar Maple Asset Management, LLC | 0.13% | Reduce -58.8% | 1,944 | $218K |
| Indivisible Partners | 0.02% | Add +0.3% | 1,919 | $215K |
| NBZ Investment Advisors LLC | 0.09% | New | 1,898 | $213K |
| Huntington National Bank | 0.00% | New | 1,881 | $211K |
| Brand Asset Management Group, Inc. | 0.05% | Reduce -56.0% | 1,876 | $210K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,867 | $209K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 1,863 | $209K |
| Integrated Capital Management, LLC | 0.09% | Add +0.3% | 1,854 | $208K |
| Strategic Financial Concepts, LLC | 0.05% | New | 1,740 | $206K |
| Syntegra Private Wealth Group, LLC | 0.02% | Add +0.2% | 1,833 | $205K |
| Integrity Wealth Solutions LLC | 0.08% | Add +2.8% | 1,811 | $203K |
| LaSalle St. Investment Advisors, LLC | 0.03% | New | 1,800 | $202K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | Reduce -4.4% | 1,671 | $187K |
| Darwin Wealth Management, LLC | 0.06% | Add +0.1% | 1,647 | $185K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -14.1% | 1,643 | $184K |
| Larson Financial Group LLC | 0.01% | Add +12.1% | 1,608 | $180K |
| Dunhill Financial, LLC | 0.04% | No change | 1,395 | $156K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +102.9% | 1,317 | $148K |
| Sarver Vrooman Wealth Advisors | 0.08% | No change | 1,216 | $136K |
| MAI Capital Management | 0.00% | Add +0.9% | 1,210 | $136K |
| SG Americas Securities, LLC | 0.00% | Add +8.0% | 1,169 | $131K |
| CENTRAL TRUST Co | 0.00% | Add +1967.9% | 1,158 | $130K |
| Lodestone Wealth Management LLC | 0.05% | No change | 1,126 | $126K |
| GAMMA Investing LLC | 0.00% | Reduce -11.9% | 895 | $100K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -21.8% | 861 | $97K |
| Legacy Wealth Managment, LLC | 0.04% | Add +38850.0% | 779 | $87K |
| Russell Investments Group, Ltd. | 0.00% | Add +1072.3% | 762 | $85K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 759 | $85K |
| Destiny Wealth Partners, LLC | 0.01% | New | 757 | $85K |
| Stone House Investment Management, LLC | 0.01% | Add +22.6% | 731 | $82K |
| Root Financial Partners, LLC | 0.00% | Reduce -10.3% | 715 | $80K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +8.3% | 650 | $73K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 610 | $68K |
| Triumph Capital Management | 0.01% | Reduce -10.3% | 602 | $67K |
| Fourth Dimension Wealth, LLC | 0.03% | No change | 600 | $67K |
| Elevated Capital Advisors, LLC | 0.02% | Add +110.4% | 587 | $66K |
| Lavaca Capital LLC | 0.01% | New | 575 | $64K |
| Parallel Advisors, LLC | 0.00% | Add +1988.0% | 522 | $59K |
| LGT Financial Advisors LLC | 0.29% | Reduce -40.7% | 509 | $57K |
| Glenmede Trust Co. NA | 0.00% | No change | 507 | $57K |
| Salomon & Ludwin, LLC | 0.01% | No change | 492 | $56K |
| Team Financial Group, LLC | 0.02% | Add +58.5% | 469 | $53K |
| Wellington Grp LLC | 0.02% | Add +43.6% | 458 | $51K |
| Zions Bancorporation, National Association | 0.00% | New | 450 | $50K |
| Vanguard Advisers Inc. | 0.00% | — | 437 | $49K |
| Networth Advisors, LLC | 0.03% | New | 431 | $48K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 430 | $48K |
| Rossby Financial, LCC | 0.01% | Add +45.1% | 415 | $48K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.3% | 402 | $45K |
| Lloyd Advisory Services, LLC. | 0.01% | Add +598.2% | 391 | $44K |
| Kingdom Financial Group LLC. | 0.01% | New | 391 | $44K |
| Blue Trust, Inc. | 0.00% | Add +35.8% | 353 | $40K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 280 | $39K |
| Dogwood Wealth Management LLC | 0.02% | Reduce -10.8% | 330 | $37K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +119.9% | 321 | $36K |
| Bernard Wealth Management Corp. | 0.01% | Reduce -22.2% | 288 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -88.7% | 281 | $32K |
| Lanark Financial, Inc. | 0.00% | No change | 272 | $30K |
| Smithfield Trust Co | 0.00% | Add +6.6% | 227 | $26K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 224 | $25K |
| Bokf, NA | 0.00% | Reduce -60.0% | 215 | $24K |
| Robinswood Financial LLC | 0.01% | Add +10.9% | 214 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +0.6% | 176 | $20K |
| Ameriflex Group, Inc. | 0.01% | No change | 155 | $17K |
| Princeton Global Asset Management LLC | 0.00% | No change | 152 | $17K |
| Global Trust Asset Management, LLC | 0.01% | New | 150 | $17K |
| Westend Capital Management, LLC | 0.00% | No change | 146 | $16K |
| Hantz Financial Services, Inc. | 0.00% | New | 145 | $16K |
| Copia Wealth Management | 0.01% | No change | 139 | $16K |
| Basepoint Wealth LLC | 0.01% | New | 131 | $15K |
| POM Investment Strategies, LLC | 0.02% | New | 129 | $14K |
| Archer Investment Corp | 0.00% | Reduce -18.9% | 124 | $14K |
| Hollencrest Capital Management | 0.00% | No change | 114 | $13K |
| Addison Advisors LLC | 0.00% | New | 104 | $12K |
| BankPlus Trust Department | 0.00% | No change | 93 | $10K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 92 | $10K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 92 | $10K |
| Signature Equity Partners, LLC | 0.00% | New | 78 | $9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 78 | $9K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -13.3% | 72 | $8K |
| First Command Advisory Services, Inc. | 0.00% | New | 71 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 55 | $6K |
| Kilter Group LLC | 0.00% | No change | 53 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 49 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 45 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 49 | $5K |
| Friedenthal Financial | 0.00% | No change | 42 | $5K |
| Realta Investment Advisors | 0.00% | Add +36.7% | 41 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 41 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 40 | $4K |
| Toronto Dominion Bank | 0.00% | Add +277.8% | 34 | $4K |
| Ascentis Independent Advisors | 0.00% | New | 32 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 27 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 11 | $1K |
| Costello Asset Management, INC | 0.00% | No change | 10 | $1K |
| Raleigh Capital Management Inc. | 0.00% | New | 9 | $1K |
| Founders Financial Alliance, LLC | 0.00% | New | 9 | $1K |
| Proathlete Wealth Management LLC | 0.00% | Add +33.3% | 8 | $903 |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $897 |
| NBT Bank, N.A. | 0.00% | Reduce -93.3% | 8 | $897 |
| Signaturefd, LLC | 0.00% | Reduce -50.0% | 4 | $452 |
| Barrett & Company, Inc. | 0.00% | No change | 4 | $451 |
| Fortitude Family Office, LLC | 0.00% | No change | 4 | $448 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -98.9% | 4 | $434 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $113 |
| NFSG Corp | 0.00% | No change | 1 | $112 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $112 |
| Coston, McIsaac & Partners | 0.00% | New | 1 | $0 |
"% 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.