Funds holding Invesco S&P MidCap Momentum ET
1 fund declares a position · 0 ETFs and 1 other funds · 56K $ · US46137V4648
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Tactical Growth Allocation Fund Tactical Investment Series Trust | 386 | 56K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
Institutional managers
422 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 3,699,499 | 536.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,998,519 | 289.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,367,490 | 198.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,182,937 | 171.5M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,165,549 | 169M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,120,959 | 162.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,061,925 | 154M $ | as of Mar 31, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 944,456 | 137M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 785,643 | 113.9M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 760,223 | 110.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 745,103 | 108.1M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 560,428 | 80.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 372,930 | 54.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 362,476 | 52.6M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 355,954 | 51.6M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 346,064 | 50.2M $ | as of Mar 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | 343,675 | 49.8M $ | as of Mar 31, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | 322,634 | 46.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 309,745 | 44.9M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 258,043 | 37.4M $ | as of Mar 31, 2026 |
| Clark Capital Management Group, Inc. | 217,335 | 31.5M $ | as of Mar 31, 2026 |
| Oasis Advisors, LLC | 4,669,420 | 27.9M $ | as of Mar 31, 2026 |
| CWM, LLC | 190,951 | 27.7M $ | as of Mar 31, 2026 |
| Advance Capital Management, Inc. | 187,256 | 27.2M $ | as of Mar 31, 2026 |
| OLD NATIONAL BANCORP /IN/ | 181,804 | 26.4M $ | as of Mar 31, 2026 |