Who Owns INVESCO EXCH TRADED FD TR II (IDMO)? -- Institutional Holders (2026-06-30)

164 institutions reported holding $807.0M of INVESCO EXCH TRADED FD TR II (IDMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($48.5M), ENVESTNET ASSET MANAGEMENT INC ($37.9M), ADAMSBROWN WEALTH CONSULTANTS LLC ($37.7M), Cambridge Investment Research Advisors, Inc. ($37.6M), Gratus Wealth Advisors, LLC ($28.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$48.5M804,670Added
2ENVESTNET ASSET MANAGEMENT INC$37.9M628,079Added
3ADAMSBROWN WEALTH CONSULTANTS LLC$37.7M624,654Added
4Cambridge Investment Research Advisors, Inc.$37.6M623,770Added
5Gratus Wealth Advisors, LLC$28.4M470,420Added
6MANCHESTER FINANCIAL INC$27.9M463,576Added
7Retirement Management Systems Inc.$26.3M435,488Added
8Whitaker-Myers Wealth Managers, LTD.$26.1M432,402Added
9Rooted Wealth Advisors, Inc.$25.8M428,286Added
10Insight Wealth Strategies, LLC$23.1M385,732Added
11Kestra Advisory Services, LLC$20.8M344,938Added
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20.5M340,977Added
13D'Orazio & Associates, Inc.$19.4M321,925Added
14Three Cord True Wealth Management, LLC$18.9M313,992Added
15Private Advisor Group, LLC$17.2M285,327Trimmed
16Bucket List Wealth Management, LLC$15.3M253,224Added
17Clark Wealth Partners$14.4M239,167Added
18TITLEIST ASSET MANAGEMENT, LLC$14.3M237,623Added
19Kovack Advisors, Inc.$14.2M237,623Added
20StoneCrest Wealth Management, Inc.$13.5M224,418Trimmed
21Amplius Wealth Advisors, LLC$13.4M222,327Added
22Cyr Financial Inc.$12.1M199,919Added
23Segment Wealth Management, LLC$11.1M184,417Added
24AAF Wealth Management, LLC$11.0M183,135New
25CPA Asset Management Group, LLC$10.7M176,931Added

Source: SEC Form 13F filings · as of 2026-06-30