INVESCO EXCH TRD SLF IDX FD (BSCS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
387
Reporting holders
$2.7B
Reported value
0.0%
Held as options
+10
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $192.7M | 9,460,935 | 0.01% | 28q | +4.1%+$7.5M |
| LPL Financial LLC | $164.3M | 8,069,411 | 0.04% | 26q | +5.4%+$8.5M |
| WELLS FARGO & COMPANY/MN | $157.0M | 7,710,697 | 0.03% | 31q | -51.1%-$163.8M |
| RAYMOND JAMES FINANCIAL INC | $135.2M | 6,639,357 | 0.04% | 7q | +6.9%+$8.8M |
| UBS Group AG | $95.9M | 4,710,692 | 0.01% | 30q | -2.1%-$2.0M |
| BANK OF AMERICA CORP /DE/ | $95.1M | 4,671,665 | 0.01% | 31q | +4.6%+$4.2M |
| Waverly Advisors, LLC | $94.4M | 4,637,273 | 0.55% | 8q | +16298.3%+$93.9M |
| Lido Advisors, LLC | $92.9M | 4,562,494 | 0.25% | 14q | -7.3%-$7.3M |
| Invesco Ltd. | $78.0M | 3,829,782 | 0.01% | 19q | +8.4%+$6.1M |
| Clearstead Advisors, LLC | $66.7M | 3,274,980 | 0.63% | 9q | +0.6%+$401.5K |
| MAI Capital Management | $50.3M | 2,471,417 | 0.19% | 7q | +7.0%+$3.3M |
| Bluespring Wealth Management, LLC | $50.0M | 2,456,108 | 0.96% | 7q | +44.3%+$15.4M |
| Fusion Family Wealth, LLC | $46.6M | 2,288,259 | 3.10% | 7q | +1.8%+$838.2K |
| ROYAL BANK OF CANADA | $46.5M | 2,284,717 | 0.01% | 31q | +7.9%+$3.4M |
| TLWM | $33.6M | 1,647,457 | 5.46% | 15q | +1.9%+$613.1K |
| MML INVESTORS SERVICES, LLC | $29.0M | 1,421,907 | 0.06% | 13q | +26.2%+$6.0M |
| DAVIS R M INC | $28.4M | 1,393,100 | 0.45% | 22q | +7.4%+$2.0M |
| MONECO ADVISORS, LLC | $27.8M | 1,362,707 | 1.70% | 13q | +9.0%+$2.3M |
| Brookstone Capital Management | $27.5M | 1,352,439 | 0.28% | 11q | -5.0%-$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $26.4M | 1,295,020 | 0.01% | 16q | +9.7%+$2.3M |
| Clark Asset Management, LLC | $25.7M | 1,260,419 | 2.01% | 15q | +13.5%+$3.1M |
| Hills Bank & Trust Co | $25.5M | 1,250,435 | 1.08% | 11q | -49.6%-$25.1M |
| OSAIC HOLDINGS, INC. | $24.8M | 1,217,927 | 0.03% | 26q | +1.6%+$381.9K |
| Baird Financial Group, Inc. | $23.5M | 1,153,697 | 0.03% | 13q | +28.9%+$5.3M |
| STIFEL FINANCIAL CORP | $23.2M | 1,139,715 | 0.02% | 24q | +0.9%+$212.9K |
| MANCHESTER FINANCIAL INC | $21.4M | 1,049,243 | 3.80% | 6q | +2.0%+$427.1K |
| Kestra Advisory Services, LLC | $20.7M | 1,016,669 | 0.07% | 11q | +133.8%+$11.8M |
| Legacy Financial Group LLC | $19.2M | 942,654 | 2.16% | 12q | +8.0%+$1.4M |
| CAPTRUST FINANCIAL ADVISORS | $18.9M | 926,463 | 0.03% | 13q | +29.5%+$4.3M |
| AMERIPRISE FINANCIAL INC | $18.4M | 903,577 | 0.00% | 19q | -47.1%-$16.4M |
| &PARTNERS | $17.8M | 873,094 | 0.07% | 9q | +5.6%+$949.1K |
| Cornerstone Wealth Management, LLC | $17.6M | 866,541 | 0.76% | 4q | +5.6%+$941.7K |
| SHUFRO ROSE & CO LLC | $16.4M | 803,966 | 0.94% | 10q | -2.1%-$359.1K |
| Asset Dedication, LLC | $15.8M | 778,269 | 1.00% | 30q | +1.1%+$172.0K |
| JONES FINANCIAL COMPANIES LLLP | $15.8M | 773,478 | 0.01% | 10q | +30.3%+$3.7M |
| Arax Advisory Partners | $15.6M | 765,181 | 0.10% | new | NEW |
| Atlantic Union Bankshares Corp | $15.6M | 765,033 | 0.26% | 14q | +32.1%+$3.8M |
| Rothschild Wealth LLC | $14.6M | 716,175 | 1.16% | 3q | HELD |
| Cetera Investment Advisers | $14.0M | 688,309 | 0.01% | 11q | +52.4%+$4.8M |
| Goepper Burkhardt LLC | $13.6M | 666,697 | 4.08% | 15q | +7.4%+$939.5K |
| Cornerstone Planning, LLC | $13.0M | 639,285 | 3.01% | 4q | +2.7%+$340.4K |
| NewEdge Advisors, LLC | $13.0M | 636,190 | 0.04% | new | NEW |
| KIRR MARBACH & CO LLC /IN/ | $13.0M | 635,968 | 2.18% | 18q | -1.4%-$181.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.5M | 611,496 | 0.02% | 22q | -4.1%-$534.9K |
| Sanctuary Advisors, LLC | $11.4M | 561,363 | 0.05% | 9q | -11.4%-$1.5M |
| Straight Path Wealth Management | $11.4M | 559,555 | 2.66% | 19q | +3.8%+$415.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.3M | 554,963 | 0.12% | 8q | +0.9%+$105.9K |
| COOKSON PEIRCE & CO INC | $11.2M | 548,046 | 0.37% | 27q | +1.5%+$170.0K |
| CENTRAL VALLEY ADVISORS, LLC | $11.0M | 538,903 | 2.81% | 7q | -0.5%-$56.1K |
| Sequoia Financial Advisors, LLC | $10.7M | 525,021 | 0.05% | 3q | -43.6%-$8.3M |
| Ironwood Financial, llc | $10.5M | 518,417 | 1.65% | 15q | +1.1%+$117.1K |
| First International Bank of Israel Ltd. | $10.1M | 498,000 | 2.77% | 5q | HELD |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $9.9M | 484,794 | 0.77% | 7q | +3.7%+$356.6K |
| CVFG LLC | $9.9M | 484,120 | 1.04% | 2q | +6.8%+$627.7K |
| Ausdal Financial Partners, Inc. | $9.6M | 469,170 | 0.37% | 3q | +7.9%+$703.6K |
| HUB Investment Partners, LLC | $9.3M | 455,709 | 0.17% | 14q | +13.6%+$1.1M |
| AMJ Financial Wealth Management | $9.2M | 449,382 | 2.16% | 9q | HELD |
| Ledgewood Wealth Advisors, LLC | $9.2M | 450,040 | 4.87% | 11q | +3.4%+$304.2K |
| Red Spruce Capital, LLC | $9.0M | 441,224 | 3.13% | 14q | +0.9%+$81.6K |
| Sound Stewardship, LLC | $8.9M | 437,452 | 3.67% | 8q | +3.4%+$295.8K |
| WEBSTER BANK, N. A. | $8.4M | 412,168 | 0.73% | 6q | +14.5%+$1.1M |
| ProVise Management Group, LLC | $8.2M | 404,242 | 0.55% | 10q | +11.8%+$871.7K |
| Colonial Trust Advisors | $8.2M | 400,211 | 0.57% | 14q | +1.0%+$77.8K |
| Summit Financial, LLC | $8.1M | 398,361 | 0.09% | 4q | +1.8%+$145.3K |
| Beacon Pointe Advisors, LLC | $7.9M | 390,049 | 0.04% | 3q | +48.4%+$2.6M |
| Carnegie Investment Counsel | $7.9M | 389,392 | 0.16% | 21q | +13.4%+$938.9K |
| Marietta Wealth Management, LLC | $7.8M | 381,772 | 0.80% | 15q | +4.9%+$360.3K |
| SFE Investment Counsel | $7.7M | 378,645 | 1.04% | 15q | +11.1%+$770.8K |
| Integrated Wealth Concepts LLC | $7.7M | 377,075 | 0.04% | 13q | +73.0%+$3.2M |
| Financial Solutions Advisory Group, Inc. | $7.4M | 364,109 | 0.94% | new | FIRST |
| Private Advisor Group, LLC | $7.3M | 359,115 | 0.03% | 13q | +10.0%+$665.3K |
| Paradiem, LLC | $7.2M | 355,186 | 1.56% | 2q | +1.3%+$93.2K |
| BCS Wealth Management | $7.1M | 350,461 | 1.29% | 11q | +5.1%+$347.1K |
| Meriwether Wealth & Planning, LLC | $7.0M | 345,990 | 3.49% | 2q | +1855.0%+$6.7M |
| OLD SECOND NATIONAL BANK OF AURORA | $6.9M | 340,237 | 1.31% | 8q | HELD |
| Carroll Advisory Group, LLC | $6.8M | 335,272 | 2.24% | 3q | +21.4%+$1.2M |
| Parisi Gray Wealth Management | $6.6M | 325,874 | 1.36% | 8q | HELD |
| MGO ONE SEVEN LLC | $6.6M | 321,727 | 0.11% | 11q | +3.1%+$195.0K |
| Carmel Capital Partners, LLC | $6.5M | 318,124 | 2.14% | 16q | HELD |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $6.2M | 305,087 | 0.74% | 6q | +6.2%+$364.3K |
| VISTA INVESTMENT MANAGEMENT | $6.0M | 294,496 | 1.80% | 15q | -15.3%-$1.1M |
| Decker Wealth Management LLC | $5.9M | 291,745 | 1.26% | 3q | -11.3%-$758.4K |
| Wilkins Miller Wealth Management, LLC | $5.9M | 288,272 | 3.23% | 7q | -6.0%-$375.6K |
| MORTON COMMUNITY BANK | $5.9M | 287,499 | 1.19% | 11q | +1.6%+$91.4K |
| HOWARD WEALTH MANAGEMENT, LLC | $5.8M | 283,380 | 2.13% | 8q | +5.3%+$291.3K |
| KICKSTAND VENTURES, LLC. | $5.7M | 281,720 | 1.04% | 3q | +579.0%+$4.9M |
| Farnam Financial LLC | $5.7M | 279,904 | 4.16% | 8q | +7.7%+$408.1K |
| KINTRA WEALTH, LLC | $5.6M | 275,747 | 0.29% | 3q | +15.1%+$738.7K |
| Laurel Wealth Advisors LLC | $5.6M | 275,727 | 0.54% | 10q | +3.7%+$201.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 249,929 | 0.00% | 16q | +9.5%+$442.3K |
| AA Financial Advisors, LLC | $5.1M | 249,878 | 0.61% | 9q | +12.4%+$562.4K |
| Trilogy Capital Inc. | $4.9M | 242,601 | 0.19% | 7q | +4.3%+$202.2K |
| Colonial Trust Co / SC | $4.8M | 233,745 | 0.60% | 15q | -3.9%-$192.5K |
| NorthAvenue LLC | $4.7M | 231,216 | 3.37% | 3q | +3.1%+$139.5K |
| Old Port Advisors | $4.5M | 218,795 | 0.88% | 11q | HELD |
| Berger Financial Group, Inc | $4.4M | 216,040 | 0.22% | 8q | -4.6%-$211.5K |
| Geneos Wealth Management Inc. | $4.3M | 211,700 | 0.09% | 20q | +5.7%+$232.3K |
| HighPoint Advisor Group LLC | $4.3M | 211,361 | 0.15% | 3q | -0.7%-$31.7K |
| S.E.E.D. Planning Group LLC | $4.2M | 205,816 | 1.11% | 7q | +21.2%+$733.6K |
| River Street Advisors LLC | $3.8M | 188,365 | 1.13% | 3q | +8.2%+$291.2K |
Showing the largest 100 of 399 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 | 387 | $2.7B | 130,295,079 | 34 | 197 | 78 | 0.0% |
| Q1 2026 | 377 | $2.8B | 135,381,511 | 35 | 200 | 75 | 0.0% |
| Q4 2025 | 369 | $2.4B | 117,584,144 | 37 | 198 | 63 | 0.0% |
| Q3 2025 | 325 | $2.1B | 100,776,714 | 31 | 178 | 53 | 0.0% |
| Q2 2025 | 306 | $2.0B | 95,465,709 | 20 | 150 | 65 | 0.0% |
| Q1 2025 | 297 | $1.9B | 91,382,007 | 30 | 166 | 49 | 0.0% |
| Q4 2024 | 284 | $1.7B | 83,053,346 | 36 | 150 | 41 | 0.0% |
| Q3 2024 | 240 | $1.4B | 69,394,281 | 33 | 131 | 31 | 0.0% |
| Q2 2024 | 219 | $1.2B | 61,997,451 | 30 | 119 | 35 | 0.0% |
| Q1 2024 | 197 | $1.3B | 66,247,384 | 27 | 119 | 26 | 0.0% |
| Q4 2023 | 176 | $952.1M | 46,990,128 | 42 | 86 | 22 | 0.0% |
| Q3 2023 | 127 | $513.8M | 26,572,544 | 13 | 75 | 23 | 0.0% |
| Q2 2023 | 120 | $448.8M | 22,731,005 | 19 | 64 | 19 | 0.0% |
| Q1 2023 | 105 | $380.8M | 18,977,067 | 19 | 52 | 18 | 0.0% |
| Q4 2022 | 84 | $280.6M | 14,305,934 | 23 | 32 | 15 | 0.0% |
| Q3 2022 | 77 | $239.5M | 12,521,453 | 14 | 24 | 17 | 0.0% |
| Q2 2022 | 66 | $182.3M | 9,133,901 | 4 | 22 | 23 | 0.0% |
| Q1 2022 | 70 | $178.1M | 8,442,708 | 5 | 28 | 22 | 0.0% |
| Q4 2021 | 72 | $180.1M | 7,936,954 | 10 | 22 | 20 | 0.0% |
| Q3 2021 | 58 | $169.2M | 7,378,321 | 6 | 31 | 6 | 0.0% |
| Q2 2021 | 57 | $235.1M | 10,184,483 | 8 | 25 | 12 | 0.0% |
| Q1 2021 | 55 | $136.3M | 6,037,994 | 13 | 27 | 6 | 0.0% |
| Q4 2020 | 46 | $113.8M | 4,819,637 | 5 | 21 | 9 | 0.0% |
| Q3 2020 | 42 | $90.6M | 3,917,870 | 8 | 25 | 5 | 0.0% |
| Q2 2020 | 41 | $84.5M | 3,683,757 | 7 | 21 | 8 | 0.0% |
| Q1 2020 | 38 | $65.8M | 3,185,116 | 12 | 10 | 8 | 0.0% |
| Q4 2019 | 28 | $49.5M | 2,247,263 | 7 | 14 | 2 | 0.0% |
| Q3 2019 | 24 | $19.1M | 871,453 | 5 | 12 | 1 | 0.0% |
| Q2 2019 | 20 | $15.3M | 710,859 | 4 | 10 | 0 | 0.0% |
| Q1 2019 | 16 | $3.1M | 151,937 | 5 | 7 | 1 | 0.0% |
| Q4 2018 | 11 | $3.7M | 187,507 | 2 | 0 | 0 | 0.0% |