DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCH TRADED FD TR II (SPMO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
771
Reporting holders
$10.1B
Reported value
0.8%
Calls
0.5%
Puts
+114
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.2B | 7,669,460 | 0.28% | 27q | +12.9%+$141.6M |
| MORGAN STANLEY | $571.6M | 3,538,672 | 0.03% | 17q | +13.1%+$66.4M |
| BANK OF AMERICA CORP /DE/ | $519.4M | 3,215,212 | 0.03% | 31q | HELD |
| Cambridge Investment Research Advisors, Inc. | $434.2M | 2,687,672 | 0.49% | 31q | +152.6%+$262.3M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $360.3M | 2,230,110 | 2.70% | 4q | -7.6%-$29.6M |
| RAYMOND JAMES FINANCIAL INC | $294.4M | 1,822,485 | 0.08% | 7q | +16.4%+$41.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $266.7M | 1,651,011 | 0.14% | 10q | +6.7%+$16.9M |
| ENVESTNET ASSET MANAGEMENT INC | $239.0M | 1,479,343 | 0.06% | 17q | +9.5%+$20.7M |
| WELLS FARGO & COMPANY/MN | $237.6M | 1,471,099 | 0.04% | 15q | +20.1%+$39.8M |
| JPMORGAN CHASE & CO | $175.9M | 1,109,590 | 0.01% | 14q | -18.7%-$40.5M |
| OSAIC HOLDINGS, INC. | $169.6M | 1,049,639 | 0.20% | 26q | +28.8%+$37.9M |
| Cetera Investment Advisers | $158.4M | 980,323 | 0.14% | 10q | -3.8%-$6.3M |
| Performance Wealth Partners, LLC | $147.4M | 912,173 | 3.66% | 5q | +157.5%+$90.1M |
| Mirae Asset Global Investments Co., Ltd. | $140.4M | 869,180 | 0.21% | 4q | +1092.9%+$128.6M |
| PLANNING ALTERNATIVES LTD /ADV | $121.4M | 751,352 | 13.01% | 6q | +0.9%+$1.1M |
| Equitable Holdings, Inc. | $114.9M | 711,587 | 0.69% | 10q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $111.3M | 721,878 | 0.04% | 6q | +56.3%+$40.1M |
| MML INVESTORS SERVICES, LLC | $106.5M | 659,465 | 0.22% | 10q | +36.6%+$28.5M |
| Redwood Investment Management, LLC | $103.1M | 638,049 | 10.22% | 8q | -2.8%-$2.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $102.1M | 631,935 | 0.13% | 23q | +67.2%+$41.0M |
| MONEY CONCEPTS CAPITAL CORP | $97.0M | 600,487 | 4.49% | 11q | -3.1%-$3.1M |
| UBS Group AG | $95.4M incl. $403.9K options CALL | 588,006 | 0.01% | 8q | +70.7%+$39.5M |
| AMERIPRISE FINANCIAL INC | $92.9M | 574,305 | 0.02% | 8q | +356.8%+$72.5M |
| Private Advisor Group, LLC | $89.0M | 550,659 | 0.41% | 15q | -2.1%-$1.9M |
| Thrivent Financial for Lutherans | $88.3M | 546,617 | 0.15% | 8q | -6.7%-$6.4M |
| Alpine Bank Wealth Management | $79.3M | 490,988 | 10.18% | 7q | -38.0%-$48.6M |
| ROYAL BANK OF CANADA | $66.8M | 413,793 | 0.01% | 14q | +29.0%+$15.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $66.0M | 429,242 | 0.11% | 7q | +35.0%+$17.1M |
| CITADEL ADVISORS LLC | $59.9M incl. $54.5M options CALL+PUT | 33,772 | 0.01% | 8q | HELD |
| TD PRIVATE CLIENT WEALTH LLC | $56.3M | 348,450 | 1.03% | 5q | +22.7%+$10.4M |
| HighTower Advisors, LLC | $54.7M | 338,517 | 0.05% | 10q | +18.3%+$8.5M |
| Family Investment Center, Inc. | $53.3M | 330,159 | 8.86% | 10q | -8.1%-$4.7M |
| Triton Wealth Management, PLLC | $49.4M | 328,079 | 15.18% | 5q | +19.6%+$8.1M |
| Penserra Capital Management LLC | $48.7M | 301,526 | 0.37% | 2q | +0.5%+$246.0K |
| Invst, LLC | $46.0M | 284,962 | 4.49% | 5q | -8.3%-$4.2M |
| Baltimore-Washington Financial Advisors, Inc. | $43.3M | 267,862 | 1.62% | new | NEW |
| HBW ADVISORY SERVICES LLC | $42.5M | 263,212 | 3.85% | 8q | +8.2%+$3.2M |
| RVW Wealth, LLC | $41.9M | 259,247 | 2.76% | 9q | +4.9%+$1.9M |
| JANE STREET GROUP, LLC | $41.4M incl. $40.7M options CALL+PUT | 4,184 | 0.00% | 8q | -91.2%-$430.2M |
| Sanctuary Advisors, LLC | $41.2M | 255,060 | 0.19% | 8q | -11.7%-$5.5M |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $40.6M | 251,472 | 1.95% | 6q | +47.8%+$13.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $40.6M | 251,437 | 0.05% | 5q | +3.1%+$1.2M |
| TOMPKINS FINANCIAL CORP | $39.6M | 245,323 | 2.77% | 4q | -2.8%-$1.1M |
| Marks Wealth, LLC | $38.7M | 239,332 | 8.37% | new | NEW |
| Davidson Capital Management Inc. | $36.9M | 228,169 | 5.90% | 3q | -2.3%-$848.7K |
| NOMURA ASSET MANAGEMENT CO LTD | $36.2M | 224,100 | 0.08% | 2q | +937.5%+$32.7M |
| STIFEL FINANCIAL CORP | $35.9M | 222,301 | 0.03% | 10q | -5.9%-$2.3M |
| Whitaker-Myers Wealth Managers, LTD. | $35.7M | 220,770 | 5.96% | 4q | +3.7%+$1.3M |
| Meridian Wealth Management, LLC | $34.5M | 213,710 | 1.06% | 7q | -13.5%-$5.4M |
| Onyx Bridge Wealth Group LLC | $34.4M | 213,011 | 3.10% | 3q | +2712.0%+$33.2M |
| Insight Wealth Strategies, LLC | $33.5M | 215,430 | 3.27% | 6q | +14.6%+$4.3M |
| Advance Capital Management, Inc. | $33.2M | 205,771 | 1.07% | 10q | -11.3%-$4.2M |
| Stratos Wealth Partners, LTD. | $32.6M | 201,647 | 0.33% | 9q | +2.3%+$739.5K |
| NewEdge Advisors, LLC | $32.4M | 200,379 | 0.10% | 10q | +42.1%+$9.6M |
| Ascent Group, LLC | $31.9M | 197,756 | 0.96% | 7q | -25.8%-$11.1M |
| Cerity Partners LLC | $31.2M | 193,442 | 0.04% | 4q | -23.3%-$9.5M |
| Bull Oak Capital, LLC | $30.5M | 189,004 | 10.17% | 5q | +7.7%+$2.2M |
| PARK AVENUE SECURITIES LLC | $28.9M | 178,623 | 0.18% | 10q | +25.1%+$5.8M |
| Seros Financial, LLC | $28.7M | 177,943 | 14.97% | 7q | -4.6%-$1.4M |
| Perigon Wealth Management, LLC | $26.5M | 164,120 | 0.42% | 15q | -12.5%-$3.8M |
| MANCHESTER FINANCIAL INC | $26.4M | 163,474 | 4.69% | 8q | +12.3%+$2.9M |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $26.1M | 161,592 | 11.99% | 3q | +16.0%+$3.6M |
| Ameritas Advisory Services, LLC | $24.2M | 150,022 | 0.49% | 7q | +928.3%+$21.9M |
| ADAPT WEALTH ADVISORS, LLC | $23.6M | 146,285 | 7.73% | 4q | -2.6%-$624.5K |
| CreativeOne Wealth, LLC | $23.3M | 144,435 | 0.50% | 8q | -22.1%-$6.6M |
| Altus Wealth Group LLC | $23.2M | 143,826 | 8.39% | 7q | +1.1%+$253.3K |
| Goldstein Advisors, LLC | $22.9M | 141,576 | 2.09% | 7q | -30.1%-$9.9M |
| JTC Employer Solutions Trustee Ltd | $22.7M | 193,800 | 1.82% | 4q | +52.8%+$7.9M |
| FISCHER INVESTMENT STRATEGIES, LLC | $22.6M | 139,640 | 10.76% | 8q | -8.2%-$2.0M |
| Integrated Wealth Concepts LLC | $22.1M | 136,683 | 0.14% | 15q | +96.3%+$10.8M |
| Modern Wealth Management, LLC | $21.9M | 135,772 | 0.26% | 3q | -6.9%-$1.6M |
| Triad Wealth Partners, LLC | $21.7M | 149,188 | 1.28% | 7q | -10.2%-$2.5M |
| Trilogy Capital Inc. | $21.6M | 133,625 | 0.84% | 16q | -2.2%-$487.7K |
| SIERRA OCEAN, LLC | $21.5M | 133,258 | 14.90% | 7q | +1.9%+$403.4K |
| Venture Visionary Partners LLC | $21.1M | 130,488 | 0.59% | 4q | -7.5%-$1.7M |
| Steward Partners Investment Advisory, LLC | $20.9M | 129,338 | 0.11% | 25q | +0.7%+$148.0K |
| Dynamic Advisor Solutions LLC | $20.7M | 128,073 | 0.59% | 6q | +12.2%+$2.2M |
| INTEGRITY ALLIANCE, LLC. | $20.3M | 125,946 | 0.64% | 7q | -8.3%-$1.8M |
| Financial Enhancement Group LLC | $20.1M | 124,217 | 2.39% | 6q | -10.5%-$2.4M |
| Kovack Advisors, Inc. | $19.7M | 125,282 | 0.95% | 5q | +51.1%+$6.7M |
| Quadrature Capital Ltd | $19.0M | 117,803 | 0.16% | new | NEW |
| Summit Financial, LLC | $19.0M | 117,528 | 0.21% | 4q | -1.5%-$284.8K |
| Keating Financial Advisory Services, Inc. | $18.6M | 114,970 | 2.45% | 3q | +72.7%+$7.8M |
| Pioneer Family Office, LLC | $17.8M | 110,355 | 9.18% | new | NEW |
| Green Ridge Wealth Planning LLC | $17.8M | 110,026 | 7.48% | 3q | +4.9%+$833.1K |
| TRUIST FINANCIAL CORP | $17.6M | 108,842 | 0.02% | 10q | -1.7%-$296.4K |
| AE Wealth Management LLC | $17.4M | 107,973 | 0.08% | 10q | +4.9%+$821.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $17.2M | 106,491 | 0.49% | 6q | +22.2%+$3.1M |
| StoneCrest Wealth Management, Inc. | $16.4M | 101,696 | 5.25% | 9q | +9.9%+$1.5M |
| MILLENNIUM MANAGEMENT LLC | $16.2M PUT | options only | 0.01% | new | OPTIONS |
| Colonial River Investments, LLC | $16.1M | 99,908 | 4.59% | 10q | +41.6%+$4.7M |
| Fortis Group Advisors, LLC | $15.8M | 97,895 | 2.53% | 10q | +1.7%+$261.0K |
| Janney Montgomery Scott LLC | $15.7M | 97,417 | 0.03% | 10q | +5.7%+$853.6K |
| KWB Wealth | $15.6M | 96,390 | 1.33% | 6q | -21.9%-$4.4M |
| Concurrent Investment Advisors, LLC | $15.5M | 95,787 | 0.13% | 7q | -2.1%-$335.7K |
| Chicago Partners Investment Group LLC | $15.2M | 101,550 | 0.30% | 5q | +2.9%+$423.0K |
| HARBOUR INVESTMENTS, INC. | $15.1M | 93,707 | 0.20% | 21q | +5.2%+$742.0K |
| Clear Creek Financial Management, LLC | $15.1M | 93,671 | 0.97% | 11q | +0.7%+$107.1K |
| Focus Partners Advisor Solutions, LLC | $15.1M | 93,613 | 0.13% | 13q | -16.1%-$2.9M |
| Point72 Asset Management, L.P. | $15.0M CALL+PUT | options only | 0.02% | 3q | OPTIONS |
Showing the largest 100 of 773 reported holders. The count of 771 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 312 | $2.1B | 13,764,762 | 41 | 121 | 101 | 0.0% |
| Q2 2026 | 771 | $10.1B | 62,105,781 | 149 | 288 | 233 | 1.3% |
| Q1 2026 | 657 | $6.5B | 57,508,396 | 80 | 324 | 172 | 0.7% |
| Q4 2025 | 650 | $7.1B | 60,472,657 | 91 | 310 | 131 | 0.3% |
| Q3 2025 | 577 | $7.2B | 58,945,147 | 136 | 264 | 134 | 0.3% |
| Q2 2025 | 477 | $6.0B | 53,112,182 | 111 | 238 | 93 | 0.2% |
| Q1 2025 | 391 | $3.5B | 37,311,762 | 82 | 193 | 78 | 0.1% |
| Q4 2024 | 353 | $2.4B | 24,768,177 | 119 | 123 | 57 | 0.1% |
| Q3 2024 | 220 | $1.7B | 18,698,537 | 53 | 82 | 59 | 0.3% |
| Q2 2024 | 187 | $1.5B | 17,008,589 | 55 | 91 | 24 | 0.0% |
| Q1 2024 | 145 | $998.6M | 12,448,040 | 88 | 26 | 14 | 0.0% |
| Q4 2023 | 58 | $131.8M | 2,010,910 | 7 | 19 | 14 | 0.0% |
| Q3 2023 | 61 | $117.8M | 2,142,619 | 7 | 15 | 27 | 0.0% |
| Q2 2023 | 55 | $120.6M | 2,147,615 | 5 | 12 | 26 | 0.0% |
| Q1 2023 | 56 | $145.4M | 2,654,828 | 9 | 20 | 16 | 0.0% |
| Q4 2022 | 60 | $128.2M | 2,258,092 | 25 | 14 | 12 | 0.0% |
| Q3 2022 | 43 | $148.9M | 2,955,595 | 6 | 13 | 12 | 0.0% |
| Q2 2022 | 47 | $171.5M | 3,302,810 | 12 | 10 | 18 | 0.0% |
| Q1 2022 | 39 | $167.2M | 2,736,094 | 4 | 11 | 13 | 0.0% |
| Q4 2021 | 46 | $224.3M | 3,480,888 | 8 | 14 | 9 | 0.0% |
| Q3 2021 | 38 | $161.6M | 2,673,682 | 4 | 14 | 11 | 0.0% |
| Q2 2021 | 39 | $106.4M | 1,791,944 | 7 | 10 | 9 | 0.0% |
| Q1 2021 | 36 | $76.9M | 1,448,860 | 4 | 10 | 7 | 0.0% |
| Q4 2020 | 35 | $69.5M | 1,312,894 | 5 | 7 | 8 | 0.0% |
| Q3 2020 | 27 | $50.8M | 1,017,953 | 6 | 7 | 4 | 0.0% |
| Q2 2020 | 27 | $39.5M | 904,863 | 7 | 5 | 7 | 0.0% |
| Q1 2020 | 26 | $14.6M | 401,909 | 5 | 7 | 5 | 0.0% |
| Q4 2019 | 35 | $29.5M | 705,717 | 7 | 7 | 9 | 0.0% |
| Q3 2019 | 24 | $36.5M | 899,442 | 8 | 5 | 5 | 0.0% |
| Q2 2019 | 19 | $26.3M | 650,391 | 3 | 8 | 4 | 0.0% |
| Q1 2019 | 22 | $20.6M | 525,513 | 2 | 9 | 9 | 0.0% |
| Q4 2018 | 24 | $23.1M | 684,304 | 1 | 3 | 0 | 0.0% |