Who Owns INV SP INTL MOMNTM ETF (IDMO)? -- Institutional Holders (2026-06-30)

319 institutions reported holding $2.77B of INV SP INTL MOMNTM ETF (IDMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($404.1M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($212.4M), Cetera Investment Advisers ($136.7M), SHP Wealth Management ($123.3M), RAYMOND JAMES FINANCIAL INC ($94.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$404.1M6.7MAdded
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$212.4M3.5MAdded
3Cetera Investment Advisers$136.7M2.3MAdded
4SHP Wealth Management$123.3M2.0MAdded
5RAYMOND JAMES FINANCIAL INC$94.2M1.6MAdded
6GREAT VALLEY ADVISOR GROUP, INC.$93.6M1.6MAdded
7Sixth Street Partners Management Company, L.P.$84.1M1.4MNew
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$84.1M1.4MAdded
9Equitable Holdings, Inc.$55.8M925,783Added
10OSAIC HOLDINGS, INC.$51.9M861,279Added
11COMMONWEALTH EQUITY SERVICES, LLC$48.5M804,670Added
12HighTower Advisors, LLC$43.0M713,099Added
13MML INVESTORS SERVICES, LLC$42.5M704,192Added
14ENVESTNET ASSET MANAGEMENT INC$37.9M628,079Added
15ADAMSBROWN WEALTH CONSULTANTS LLC$37.7M624,654Added
16Cambridge Investment Research Advisors, Inc.$37.6M623,770Added
17BANK OF AMERICA CORP /DE/$36.9M612,147Added
18Drake & Associates, LLC$36.1M598,229Added
19PLANNING ALTERNATIVES LTD /ADV$30.4M503,718Added
20Gratus Wealth Advisors, LLC$28.4M470,420Added
21MANCHESTER FINANCIAL INC$27.9M463,576Added
22WELLS FARGO & COMPANY/MN$27.7M459,347Added
23Modern Wealth Management, LLC$27.6M457,489Added
24Retirement Management Systems Inc.$26.3M435,488Added
25Whitaker-Myers Wealth Managers, LTD.$26.1M432,402Added

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