INVESCO EXCH TRD SLF IDX FD (BSCR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
390
Reporting holders
$3.5B
Reported value
0.0%
Held as options
+2
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 | $1.1B | 54,893,698 | 2.92% | 16q | -22.3%-$309.9M |
| MORGAN STANLEY | $201.3M | 10,263,779 | 0.01% | 33q | HELD |
| UBS Group AG | $150.8M | 7,688,698 | 0.02% | 31q | -6.6%-$10.6M |
| LPL Financial LLC | $147.2M | 7,504,308 | 0.03% | 24q | +4.6%+$6.5M |
| WELLS FARGO & COMPANY/MN | $139.0M | 7,083,981 | 0.02% | 31q | -51.4%-$146.8M |
| RAYMOND JAMES FINANCIAL INC | $122.3M | 6,235,176 | 0.03% | 7q | +3.3%+$3.9M |
| BANK OF AMERICA CORP /DE/ | $112.8M | 5,750,292 | 0.01% | 31q | +2.9%+$3.2M |
| Invesco Ltd. | $78.5M | 4,001,961 | 0.01% | 19q | +8.4%+$6.1M |
| MAI Capital Management | $61.8M | 3,152,593 | 0.23% | 7q | +3.2%+$1.9M |
| Bluespring Wealth Management, LLC | $53.0M | 2,704,348 | 1.02% | 9q | +41.3%+$15.5M |
| ROYAL BANK OF CANADA | $51.4M | 2,619,846 | 0.01% | 31q | +9.6%+$4.5M |
| MML INVESTORS SERVICES, LLC | $42.9M | 2,188,800 | 0.09% | 15q | +21.0%+$7.5M |
| Avior Wealth Management, LLC | $42.5M | 2,165,477 | 1.12% | 14q | -1.7%-$723.6K |
| DAVIS R M INC | $35.2M | 1,794,655 | 0.56% | 24q | +4.0%+$1.4M |
| OSAIC HOLDINGS, INC. | $31.5M | 1,603,181 | 0.04% | 26q | +22.2%+$5.7M |
| MONECO ADVISORS, LLC | $28.7M | 1,465,168 | 1.76% | 13q | +6.9%+$1.8M |
| Brookstone Capital Management | $28.1M | 1,430,128 | 0.28% | 15q | -5.5%-$1.6M |
| Atlantic Union Bankshares Corp | $27.8M | 1,416,854 | 0.46% | 15q | +19.5%+$4.5M |
| Hills Bank & Trust Co | $27.3M | 1,390,074 | 1.16% | 11q | -47.5%-$24.7M |
| TLWM | $26.4M | 1,348,131 | 4.30% | 26q | +2.5%+$637.0K |
| Clark Asset Management, LLC | $25.6M | 1,307,608 | 2.01% | 15q | +10.0%+$2.3M |
| Baird Financial Group, Inc. | $23.7M | 1,209,315 | 0.03% | 13q | +28.3%+$5.2M |
| Kestra Advisory Services, LLC | $23.7M | 1,207,482 | 0.08% | 16q | +312.2%+$17.9M |
| STIFEL FINANCIAL CORP | $23.2M | 1,181,763 | 0.02% | 26q | HELD |
| AMERIPRISE FINANCIAL INC | $23.1M | 1,180,862 | 0.00% | 19q | -44.6%-$18.6M |
| ENVESTNET ASSET MANAGEMENT INC | $22.9M | 1,167,849 | 0.01% | 15q | +9.6%+$2.0M |
| Cetera Investment Advisers | $21.4M | 1,093,397 | 0.02% | 10q | +36.0%+$5.7M |
| Cornerstone Wealth Management, LLC | $17.3M | 881,984 | 0.74% | 8q | +3.7%+$619.9K |
| Asset Dedication, LLC | $16.7M | 852,276 | 1.05% | 31q | +1.2%+$201.1K |
| Financial Solutions Advisory Group, Inc. | $16.3M | 828,687 | 2.06% | new | FIRST |
| Arax Advisory Partners | $16.0M | 816,899 | 0.11% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $15.4M | 783,227 | 0.02% | 15q | -21.7%-$4.2M |
| OLD SECOND NATIONAL BANK OF AURORA | $15.1M | 771,905 | 2.85% | 8q | -3.0%-$473.4K |
| KIRR MARBACH & CO LLC /IN/ | $14.8M | 755,049 | 2.49% | 18q | -2.3%-$343.3K |
| JONES FINANCIAL COMPANIES LLLP | $13.7M | 699,006 | 0.01% | 10q | +30.8%+$3.2M |
| NewEdge Advisors, LLC | $13.5M | 689,176 | 0.04% | new | NEW |
| Goepper Burkhardt LLC | $13.2M | 673,502 | 3.97% | 23q | +5.1%+$639.9K |
| WLTH Capital Management, LLC | $12.8M | 652,354 | 8.20% | new | NEW |
| TRUIST FINANCIAL CORP | $12.0M | 611,334 | 0.01% | 13q | +21.2%+$2.1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.8M | 602,549 | 0.13% | 10q | HELD |
| COOKSON PEIRCE & CO INC | $11.2M | 570,678 | 0.37% | 27q | +1.0%+$113.4K |
| Legacy Financial Group LLC | $11.1M | 567,953 | 1.25% | 16q | -38.7%-$7.0M |
| AA Financial Advisors, LLC | $11.1M | 566,702 | 1.34% | 10q | +5.7%+$598.1K |
| Straight Path Wealth Management | $10.9M | 556,563 | 2.55% | 19q | +2.7%+$290.0K |
| Ledgewood Wealth Advisors, LLC | $10.8M | 549,634 | 5.72% | 11q | HELD |
| CENTRAL VALLEY ADVISORS, LLC | $10.8M | 548,206 | 2.76% | 7q | HELD |
| KICKSTAND VENTURES, LLC. | $10.7M | 544,302 | 1.94% | 6q | +6.3%+$632.3K |
| Legacy Private Trust Co. | $10.2M | 521,529 | 0.57% | 13q | +9.8%+$910.3K |
| Red Spruce Capital, LLC | $10.2M | 519,461 | 3.55% | 24q | -0.5%-$53.5K |
| Ironwood Financial, llc | $10.1M | 511,901 | 1.57% | 15q | -0.9%-$89.8K |
| CHATHAM CAPITAL GROUP, INC. | $10.0M | 511,915 | 1.28% | 10q | -1.3%-$127.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 510,976 | 0.01% | 22q | -5.9%-$626.0K |
| Sanctuary Advisors, LLC | $9.9M | 507,092 | 0.05% | 9q | -14.3%-$1.7M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $9.9M | 502,646 | 0.76% | 11q | +5.0%+$472.4K |
| HUB Investment Partners, LLC | $9.5M | 482,539 | 0.17% | 18q | +14.9%+$1.2M |
| Integrated Wealth Concepts LLC | $9.0M | 459,399 | 0.04% | 15q | +74.7%+$3.9M |
| Sound Stewardship, LLC | $8.7M | 445,738 | 3.61% | 12q | +3.2%+$270.7K |
| MGO ONE SEVEN LLC | $8.3M | 425,554 | 0.14% | 15q | +7.2%+$561.5K |
| HighTower Advisors, LLC | $8.3M | 421,872 | 0.01% | 16q | +1.5%+$125.1K |
| Colonial Trust Advisors | $8.2M | 420,248 | 0.57% | 16q | +1.0%+$81.3K |
| Lantz Financial LLC | $8.1M | 413,793 | 1.49% | 7q | +5.0%+$383.6K |
| BCS Wealth Management | $8.0M | 408,983 | 1.45% | 15q | +4.6%+$356.4K |
| Marietta Wealth Management, LLC | $7.7M | 394,650 | 0.80% | 17q | +4.2%+$314.7K |
| Matthew Goff Investment Advisor, LLC | $7.7M | 393,829 | 1.30% | new | NEW |
| Genesis Wealth Advisors, LLC | $7.7M | 392,529 | 4.60% | 7q | +5.4%+$396.0K |
| Meriwether Wealth & Planning, LLC | $7.6M | 385,428 | 3.75% | 6q | +1.2%+$93.0K |
| Clearstead Advisors, LLC | $7.3M | 374,352 | 0.07% | 9q | -18.1%-$1.6M |
| ProVise Management Group, LLC | $7.3M | 373,259 | 0.49% | 15q | +8.8%+$592.5K |
| Private Advisor Group, LLC | $7.1M | 361,348 | 0.03% | 15q | +6.3%+$419.0K |
| FCA CORP /TX | $7.0M | 354,985 | 1.72% | 12q | +1.7%+$116.7K |
| Cornerstone Planning, LLC | $6.9M | 352,681 | 1.60% | 4q | +2.7%+$178.8K |
| River Street Advisors LLC | $6.7M | 342,564 | 1.98% | 8q | +8.4%+$519.4K |
| Carroll Advisory Group, LLC | $6.6M | 338,675 | 2.18% | 3q | +20.4%+$1.1M |
| SFE Investment Counsel | $6.6M | 337,330 | 0.89% | 15q | +8.4%+$511.8K |
| Carnegie Investment Counsel | $6.5M | 333,096 | 0.13% | 21q | -3.0%-$203.9K |
| CVFG LLC | $6.4M | 324,030 | 0.67% | 2q | +9.4%+$543.6K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $6.2M | 317,124 | 0.74% | 6q | +6.0%+$354.5K |
| Beacon Pointe Advisors, LLC | $6.2M | 315,330 | 0.03% | 4q | +17.8%+$933.3K |
| Laurel Wealth Advisors LLC | $6.1M | 312,670 | 0.59% | 20q | +0.5%+$32.3K |
| KINTRA WEALTH, LLC | $6.1M | 311,668 | 0.32% | 3q | +13.3%+$717.9K |
| Farnam Financial LLC | $6.1M | 310,140 | 4.44% | 8q | +8.4%+$470.3K |
| Odyssey Group, LLC | $6.0M | 304,556 | 1.62% | new | FIRST |
| HOWARD WEALTH MANAGEMENT, LLC | $5.9M | 302,354 | 2.19% | 8q | +4.9%+$279.7K |
| MORTON COMMUNITY BANK | $5.9M | 301,089 | 1.20% | 11q | +1.7%+$99.8K |
| Gryphon Financial Partners LLC | $5.8M | 293,633 | 0.51% | 6q | -11.4%-$738.7K |
| Paradiem, LLC | $5.6M | 287,063 | 1.21% | 10q | +1.2%+$64.5K |
| Equitable Holdings, Inc. | $5.4M | 273,413 | 0.03% | 14q | +7.2%+$358.9K |
| NorthAvenue LLC | $5.2M | 263,095 | 3.70% | 3q | +4.0%+$196.2K |
| &PARTNERS | $5.0M | 255,014 | 0.02% | 9q | +6.6%+$311.4K |
| WEBSTER BANK, N. A. | $4.9M | 252,337 | 0.43% | 15q | +5.5%+$259.7K |
| Trilogy Capital Inc. | $4.8M | 246,626 | 0.19% | 11q | +4.4%+$202.7K |
| EP Wealth Advisors, LLC | $4.7M | 238,572 | 0.02% | 13q | +4.5%+$203.2K |
| Colonial Trust Co / SC | $4.6M | 232,293 | 0.58% | 16q | -4.8%-$228.7K |
| Geneos Wealth Management Inc. | $4.5M | 230,969 | 0.09% | 29q | +1.1%+$50.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5M | 229,738 | 0.00% | 17q | +11.6%+$469.6K |
| Summit Financial, LLC | $4.5M | 228,533 | 0.05% | 4q | +1.9%+$81.5K |
| Pinnacle Financial Group, LLC / IL | $4.4M | 224,776 | 1.08% | 6q | +19.6%+$723.7K |
| Ellevest, Inc. | $4.4M | 223,740 | 0.52% | 31q | -3.8%-$172.6K |
| CRA Financial Services, LLC | $4.3M | 219,463 | 0.50% | 9q | -2.0%-$89.3K |
| S.E.E.D. Planning Group LLC | $4.3M | 216,750 | 1.12% | 10q | +19.8%+$703.3K |
Showing the largest 100 of 404 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 | 390 | $3.5B | 180,728,187 | 30 | 167 | 107 | 0.0% |
| Q1 2026 | 388 | $4.0B | 201,698,684 | 34 | 189 | 87 | 0.0% |
| Q4 2025 | 368 | $3.5B | 178,625,645 | 27 | 188 | 79 | 0.0% |
| Q3 2025 | 336 | $3.3B | 169,890,197 | 18 | 177 | 68 | 0.0% |
| Q2 2025 | 336 | $2.9B | 149,094,392 | 21 | 163 | 75 | 0.0% |
| Q1 2025 | 328 | $2.5B | 127,360,932 | 30 | 179 | 58 | 0.0% |
| Q4 2024 | 309 | $1.8B | 91,429,879 | 38 | 153 | 47 | 0.0% |
| Q3 2024 | 272 | $1.6B | 79,457,982 | 30 | 157 | 33 | 0.0% |
| Q2 2024 | 247 | $1.3B | 69,793,313 | 28 | 133 | 47 | 0.0% |
| Q1 2024 | 231 | $1.5B | 79,201,857 | 29 | 126 | 42 | 0.0% |
| Q4 2023 | 224 | $1.1B | 58,317,337 | 32 | 111 | 40 | 0.0% |
| Q3 2023 | 191 | $757.8M | 40,517,156 | 23 | 96 | 41 | 0.0% |
| Q2 2023 | 176 | $662.0M | 34,812,245 | 20 | 88 | 32 | 0.0% |
| Q1 2023 | 159 | $581.1M | 30,106,127 | 22 | 90 | 24 | 0.0% |
| Q4 2022 | 137 | $460.9M | 24,238,529 | 37 | 50 | 29 | 0.0% |
| Q3 2022 | 124 | $352.1M | 18,891,826 | 22 | 44 | 25 | 0.0% |
| Q2 2022 | 109 | $326.9M | 16,881,082 | 18 | 39 | 35 | 0.0% |
| Q1 2022 | 98 | $291.6M | 14,452,790 | 14 | 34 | 23 | 0.0% |
| Q4 2021 | 98 | $284.7M | 13,208,759 | 10 | 39 | 20 | 0.0% |
| Q3 2021 | 83 | $250.2M | 11,454,965 | 9 | 43 | 12 | 0.0% |
| Q2 2021 | 78 | $238.5M | 10,881,619 | 9 | 38 | 15 | 0.0% |
| Q1 2021 | 80 | $219.3M | 10,147,249 | 9 | 39 | 10 | 0.0% |
| Q4 2020 | 79 | $198.7M | 8,874,779 | 11 | 37 | 8 | 0.0% |
| Q3 2020 | 65 | $167.0M | 7,566,433 | 12 | 28 | 10 | 0.4% |
| Q2 2020 | 57 | $147.5M | 6,770,518 | 13 | 25 | 11 | 0.0% |
| Q1 2020 | 52 | $89.5M | 4,516,519 | 17 | 15 | 8 | 0.0% |
| Q4 2019 | 38 | $46.2M | 2,206,747 | 8 | 17 | 1 | 0.0% |
| Q3 2019 | 35 | $31.2M | 1,495,469 | 5 | 14 | 5 | 0.0% |
| Q2 2019 | 33 | $35.2M | 1,717,700 | 7 | 20 | 0 | 0.0% |
| Q1 2019 | 27 | $21.4M | 1,082,414 | 7 | 13 | 4 | 0.0% |
| Q4 2018 | 24 | $27.6M | 1,467,387 | 1 | 2 | 0 | 0.0% |