INVESCO EXCH TRD SLF IDX FD (BSCQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
385
Reporting holders
$2.9B
Reported value
0.0%
Held as options
-8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | $938.9M | 48,086,592 | 2.55% | 16q | -10.2%-$107.1M |
| LPL Financial LLC | $145.4M | 7,448,624 | 0.03% | 31q | -5.1%-$7.8M |
| WELLS FARGO & COMPANY/MN | $115.8M | 5,931,128 | 0.02% | 31q | -57.1%-$154.2M |
| MORGAN STANLEY | $112.8M | 5,778,792 | 0.01% | 33q | -3.0%-$3.5M |
| Invesco Ltd. | $78.6M | 4,023,401 | 0.01% | 19q | +8.9%+$6.4M |
| BANK OF AMERICA CORP /DE/ | $74.5M | 3,816,240 | 0.00% | 31q | -7.3%-$5.9M |
| RAYMOND JAMES FINANCIAL INC | $59.7M | 3,059,524 | 0.02% | 7q | -13.8%-$9.5M |
| MML INVESTORS SERVICES, LLC | $56.3M | 2,884,828 | 0.11% | 25q | +19.0%+$9.0M |
| St. Louis Financial Planners Asset Management, LLC | $52.4M | 2,683,625 | 27.95% | 3q | +283.5%+$38.8M |
| MAI Capital Management | $46.5M | 2,383,193 | 0.17% | 7q | -8.8%-$4.5M |
| Fusion Family Wealth, LLC | $46.0M | 2,356,940 | 3.06% | 15q | +1.3%+$600.1K |
| ROYAL BANK OF CANADA | $36.3M | 1,858,451 | 0.01% | 31q | +8.3%+$2.8M |
| TLWM | $33.9M | 1,734,607 | 5.51% | 23q | +1.9%+$622.3K |
| OSAIC HOLDINGS, INC. | $32.5M | 1,662,989 | 0.04% | 26q | -9.4%-$3.4M |
| Bluespring Wealth Management, LLC | $31.5M | 1,611,771 | 0.60% | 12q | +7.3%+$2.1M |
| Hills Bank & Trust Co | $29.3M | 1,499,770 | 1.25% | 12q | -48.7%-$27.8M |
| Brookstone Capital Management | $28.2M | 1,446,072 | 0.28% | 23q | -5.6%-$1.7M |
| MONECO ADVISORS, LLC | $28.0M | 1,431,523 | 1.71% | 15q | +5.3%+$1.4M |
| UBS Group AG | $27.9M | 1,427,994 | 0.00% | 31q | -46.2%-$24.0M |
| Hudson Capital Management LLC | $25.9M | 1,326,191 | 6.26% | 5q | +0.9%+$240.1K |
| ENVESTNET ASSET MANAGEMENT INC | $25.9M | 1,324,380 | 0.01% | 24q | -3.7%-$1.0M |
| Asset Dedication, LLC | $25.6M | 1,313,287 | 1.61% | 31q | -3.4%-$898.2K |
| Clark Asset Management, LLC | $22.9M | 1,172,878 | 1.80% | 15q | +11.5%+$2.4M |
| Baird Financial Group, Inc. | $21.8M | 1,115,959 | 0.03% | 13q | +23.0%+$4.1M |
| AMERIPRISE FINANCIAL INC | $20.1M | 1,028,763 | 0.00% | 22q | -75.8%-$62.9M |
| Kestra Advisory Services, LLC | $19.8M | 1,013,481 | 0.06% | 17q | +42.5%+$5.9M |
| KIRR MARBACH & CO LLC /IN/ | $19.2M | 985,723 | 3.24% | 18q | -3.6%-$711.1K |
| Cetera Investment Advisers | $18.4M | 943,686 | 0.02% | 10q | +31.8%+$4.4M |
| Arax Advisory Partners | $15.8M | 807,564 | 0.10% | new | NEW |
| Cornerstone Wealth Management, LLC | $15.2M | 776,783 | 0.65% | 11q | +0.7%+$98.4K |
| IFS Advisors, LLC | $15.0M | 766,729 | 7.17% | 4q | +1.0%+$147.4K |
| DAVIS R M INC | $14.6M | 746,432 | 0.23% | 27q | -28.3%-$5.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.5M | 692,406 | 0.02% | 24q | -2.1%-$291.0K |
| STIFEL FINANCIAL CORP | $12.7M | 651,173 | 0.01% | 30q | -6.1%-$826.1K |
| NewEdge Advisors, LLC | $12.6M | 644,800 | 0.04% | new | NEW |
| Legacy Private Trust Co. | $11.8M | 606,633 | 0.66% | 19q | -2.0%-$242.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.7M | 598,395 | 0.13% | 11q | -5.6%-$690.5K |
| JONES FINANCIAL COMPANIES LLLP | $11.7M | 596,792 | 0.00% | 9q | +19.8%+$1.9M |
| Goepper Burkhardt LLC | $11.1M | 570,339 | 3.34% | 23q | -6.9%-$830.2K |
| Focus Partners Wealth | $10.9M | 558,024 | 0.01% | 11q | -61.7%-$17.6M |
| CVFG LLC | $10.4M | 531,249 | 1.09% | 2q | +1.9%+$197.6K |
| BCS Wealth Management | $10.3M | 529,635 | 1.86% | 16q | -0.6%-$61.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.0M | 513,432 | 0.01% | 16q | -16.2%-$1.9M |
| Financial Solutions Advisory Group, Inc. | $9.8M | 503,498 | 1.24% | new | FIRST |
| Straight Path Wealth Management | $9.8M | 501,253 | 2.29% | 19q | +3.9%+$363.1K |
| CAPTRUST FINANCIAL ADVISORS | $9.6M | 493,966 | 0.01% | 28q | +18.3%+$1.5M |
| EVEXIA WEALTH LLC | $9.6M | 492,437 | 2.60% | 11q | +10.3%+$899.4K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $9.5M | 488,624 | 0.74% | 16q | +4.2%+$386.2K |
| Lantz Financial LLC | $9.5M | 488,002 | 1.74% | 10q | +2.8%+$262.9K |
| Sanctuary Advisors, LLC | $9.5M | 487,530 | 0.04% | 9q | -19.2%-$2.3M |
| Matthew Goff Investment Advisor, LLC | $9.3M | 476,260 | 1.57% | new | NEW |
| MGO ONE SEVEN LLC | $8.6M | 442,965 | 0.14% | 16q | +5.1%+$416.1K |
| Sound Stewardship, LLC | $8.4M | 432,397 | 3.48% | 15q | HELD |
| BENJAMIN EDWARDS INC | $8.3M | 426,163 | 0.08% | 8q | +52.3%+$2.9M |
| HighTower Advisors, LLC | $8.2M | 422,412 | 0.01% | 17q | HELD |
| Integrated Wealth Concepts LLC | $8.1M | 412,391 | 0.04% | 19q | +48.9%+$2.6M |
| SHUFRO ROSE & CO LLC | $7.9M | 405,598 | 0.45% | 18q | -60.3%-$12.0M |
| Private Advisor Group, LLC | $7.9M | 405,377 | 0.04% | 16q | -2.9%-$238.2K |
| Krilogy Financial LLC | $7.9M | 403,209 | 0.23% | 7q | +7.4%+$540.4K |
| Marietta Wealth Management, LLC | $7.8M | 399,441 | 0.80% | 21q | +3.7%+$278.0K |
| Modern Wealth Management, LLC | $7.6M | 391,001 | 0.09% | 5q | +37.3%+$2.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.5M | 384,369 | 0.00% | 3q | +63.6%+$2.9M |
| J. Team Financial, Inc. | $7.5M | 382,119 | 7.25% | 4q | +5.5%+$387.2K |
| Cornerstone Planning, LLC | $7.1M | 363,171 | 1.64% | 4q | +1.0%+$71.4K |
| MILESTONE ASSET MANAGEMENT, LLC | $7.0M | 356,227 | 1.09% | 3q | +5.5%+$364.8K |
| STEEL GROVE CAPITAL ADVISORS, LLC | $7.0M | 356,219 | 0.65% | 15q | +2.2%+$152.5K |
| AA Financial Advisors, LLC | $6.3M | 322,367 | 0.76% | 11q | +4.2%+$253.6K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $6.2M | 320,002 | 0.74% | 6q | +5.8%+$340.4K |
| Ledgewood Wealth Advisors, LLC | $6.2M | 317,739 | 3.29% | 11q | -3.9%-$249.7K |
| TFR Capital, LLC. | $6.0M | 307,321 | 1.69% | 7q | -3.9%-$245.1K |
| HOWARD WEALTH MANAGEMENT, LLC | $5.9M | 304,444 | 2.20% | 8q | +5.1%+$287.7K |
| Carroll Advisory Group, LLC | $5.9M | 303,898 | 1.95% | 3q | -1.6%-$93.7K |
| Farnam Financial LLC | $5.9M | 302,300 | 4.30% | 8q | +4.3%+$242.4K |
| Colonial Trust Advisors | $5.9M | 300,155 | 0.41% | 16q | -8.4%-$540.8K |
| Trilogy Capital Inc. | $5.6M | 289,316 | 0.22% | 15q | +4.5%+$244.9K |
| Paradiem, LLC | $5.5M | 283,101 | 1.19% | 10q | HELD |
| Ironwood Wealth Management, LLC. | $5.2M | 267,436 | 1.16% | 5q | -74.9%-$15.6M |
| Geneos Wealth Management Inc. | $5.1M | 262,298 | 0.10% | 28q | -1.7%-$90.5K |
| &PARTNERS | $4.9M | 250,802 | 0.02% | 10q | +7.4%+$337.7K |
| EP Wealth Advisors, LLC | $4.9M | 249,974 | 0.02% | 13q | -1.2%-$57.7K |
| NorthAvenue LLC | $4.9M | 249,634 | 3.49% | 3q | +1.1%+$51.1K |
| Allworth Financial LP | $4.7M | 242,409 | 0.02% | 7q | -3.2%-$155.3K |
| KICKSTAND VENTURES, LLC. | $4.7M | 239,834 | 0.85% | 12q | -32.4%-$2.2M |
| Livet Wealth, LLC | $4.6M | 238,141 | 2.68% | 3q | +2.1%+$97.0K |
| CRA Financial Services, LLC | $4.3M | 222,355 | 0.50% | 10q | -6.2%-$289.1K |
| Ellevest, Inc. | $4.1M | 211,954 | 0.49% | 31q | -9.4%-$430.5K |
| Ark Wealth Advisors LLC | $4.1M | 208,575 | 3.61% | 3q | -17.0%-$837.0K |
| AlphaStar Capital Management, LLC | $4.0M | 204,144 | 0.25% | 19q | +1.7%+$65.3K |
| Tenon Financial LLC | $3.9M | 200,257 | 1.26% | 10q | +2.7%+$104.5K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $3.9M | 200,070 | 0.22% | 8q | -0.6%-$23.1K |
| WEBSTER BANK, N. A. | $3.9M | 198,836 | 0.34% | 14q | -0.8%-$29.6K |
| Prospera Financial Services Inc | $3.7M | 189,873 | 0.05% | 18q | +3.1%+$110.8K |
| Pacific Wealth Strategies Group, Inc. | $3.6M | 186,119 | 2.09% | 7q | +11.3%+$369.4K |
| GILL CAPITAL PARTNERS, LLC | $3.6M | 183,258 | 0.95% | 22q | -7.3%-$281.7K |
| Infinity Wealth Counsel, LLC | $3.5M | 181,138 | 2.86% | 7q | +1.2%+$41.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.4M | 175,391 | 0.05% | 27q | HELD |
| Savvy Advisors, Inc. | $3.4M | 173,869 | 0.07% | 7q | +323.7%+$2.6M |
| Colonial Trust Co / SC | $3.4M | 173,539 | 0.43% | 16q | -11.5%-$438.4K |
| Carnegie Investment Counsel | $3.3M | 170,857 | 0.07% | 23q | -9.6%-$354.8K |
| Berger Financial Group, Inc | $3.2M | 166,080 | 0.17% | 16q | -3.9%-$132.2K |
Showing the largest 100 of 397 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 385 | $2.9B | 150,755,657 | 22 | 121 | 159 | 0.0% |
| Q1 2026 | 393 | $3.4B | 172,288,220 | 28 | 147 | 139 | 0.0% |
| Q4 2025 | 400 | $3.5B | 178,634,934 | 29 | 178 | 110 | 0.0% |
| Q3 2025 | 374 | $3.3B | 166,752,643 | 22 | 167 | 99 | 0.0% |
| Q2 2025 | 374 | $3.4B | 173,644,815 | 25 | 143 | 135 | 0.0% |
| Q1 2025 | 367 | $3.4B | 175,018,829 | 38 | 179 | 80 | 0.0% |
| Q4 2024 | 344 | $3.4B | 175,856,863 | 33 | 166 | 70 | 0.0% |
| Q3 2024 | 314 | $3.0B | 152,803,059 | 32 | 161 | 63 | 0.0% |
| Q2 2024 | 296 | $2.6B | 134,070,490 | 21 | 151 | 69 | 0.0% |
| Q1 2024 | 287 | $2.4B | 126,052,501 | 30 | 157 | 57 | 0.0% |
| Q4 2023 | 279 | $1.7B | 90,656,146 | 27 | 131 | 67 | 0.0% |
| Q3 2023 | 248 | $1.4B | 75,748,998 | 18 | 131 | 64 | 0.0% |
| Q2 2023 | 241 | $1.4B | 73,168,299 | 24 | 116 | 55 | 0.0% |
| Q1 2023 | 223 | $1.2B | 64,933,809 | 22 | 132 | 36 | 0.0% |
| Q4 2022 | 205 | $1.0B | 52,918,625 | 35 | 89 | 42 | 0.0% |
| Q3 2022 | 208 | $893.2M | 47,426,563 | 34 | 90 | 49 | 0.0% |
| Q2 2022 | 178 | $803.9M | 41,697,295 | 31 | 79 | 37 | 0.0% |
| Q1 2022 | 154 | $581.2M | 29,138,389 | 28 | 57 | 38 | 0.0% |
| Q4 2021 | 142 | $466.2M | 22,053,951 | 18 | 50 | 36 | 0.0% |
| Q3 2021 | 125 | $374.0M | 17,436,052 | 15 | 61 | 17 | 0.0% |
| Q2 2021 | 116 | $340.1M | 15,798,065 | 23 | 54 | 16 | 0.0% |
| Q1 2021 | 105 | $258.1M | 12,108,701 | 21 | 53 | 13 | 0.0% |
| Q4 2020 | 91 | $211.6M | 9,651,840 | 11 | 44 | 7 | 0.0% |
| Q3 2020 | 77 | $171.1M | 7,875,591 | 9 | 40 | 6 | 0.4% |
| Q2 2020 | 78 | $152.3M | 7,084,199 | 11 | 36 | 10 | 0.0% |
| Q1 2020 | 73 | $101.2M | 5,134,594 | 14 | 27 | 12 | 0.0% |
| Q4 2019 | 69 | $83.1M | 4,040,303 | 15 | 30 | 4 | 0.0% |
| Q3 2019 | 57 | $60.2M | 2,943,817 | 11 | 20 | 7 | 0.0% |
| Q2 2019 | 48 | $60.5M | 3,001,432 | 8 | 25 | 5 | 0.0% |
| Q1 2019 | 43 | $40.0M | 2,050,799 | 11 | 20 | 4 | 0.0% |
| Q4 2018 | 41 | $39.4M | 2,116,092 | 0 | 2 | 0 | 0.0% |