INVESCO EXCH TRD SLF IDX FD (BSCT)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
342
Reporting holders
$2.1B
Reported value
0.0%
Held as options
+11
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 | $178.3M | 9,596,451 | 0.01% | 25q | +7.4%+$12.3M |
| WELLS FARGO & COMPANY/MN | $127.6M | 6,867,873 | 0.02% | 27q | -49.9%-$126.9M |
| Lido Advisors, LLC | $108.2M | 5,824,764 | 0.29% | 9q | -8.2%-$9.7M |
| RAYMOND JAMES FINANCIAL INC | $101.2M | 5,450,614 | 0.03% | 7q | +15.5%+$13.6M |
| LPL Financial LLC | $100.6M | 5,418,387 | 0.02% | 17q | +14.0%+$12.4M |
| Clearstead Advisors, LLC | $68.1M | 3,664,565 | 0.64% | 9q | +1.5%+$994.3K |
| BANK OF AMERICA CORP /DE/ | $67.9M | 3,658,064 | 0.00% | 26q | +4.9%+$3.2M |
| Invesco Ltd. | $66.9M | 3,599,890 | 0.01% | 17q | +13.3%+$7.9M |
| UBS Group AG | $51.8M | 2,790,031 | 0.01% | 26q | +8.5%+$4.0M |
| ROYAL BANK OF CANADA | $51.1M | 2,749,889 | 0.01% | 27q | +12.5%+$5.7M |
| Avior Wealth Management, LLC | $43.8M | 2,357,478 | 1.15% | 14q | -9.3%-$4.5M |
| MAI Capital Management | $42.6M | 2,291,285 | 0.16% | 7q | +2.7%+$1.1M |
| MANCHESTER FINANCIAL INC | $42.3M | 2,277,588 | 7.52% | 5q | +1.8%+$755.1K |
| ENVESTNET ASSET MANAGEMENT INC | $42.3M | 2,274,983 | 0.01% | 13q | +7.0%+$2.7M |
| TLWM | $29.7M | 1,598,888 | 4.83% | 14q | +2.1%+$616.3K |
| STIFEL FINANCIAL CORP | $29.2M | 1,574,340 | 0.02% | 21q | +1.3%+$362.7K |
| RiverFront Investment Group, LLC | $27.4M | 1,475,777 | 0.36% | 10q | +7.1%+$1.8M |
| OSAIC HOLDINGS, INC. | $27.1M | 1,460,404 | 0.03% | 24q | +0.6%+$149.5K |
| MONECO ADVISORS, LLC | $27.0M | 1,452,021 | 1.65% | 13q | +9.2%+$2.3M |
| Clark Asset Management, LLC | $26.1M | 1,407,457 | 2.05% | 15q | +13.1%+$3.0M |
| DAVIS R M INC | $23.0M | 1,237,482 | 0.36% | 15q | +26.9%+$4.9M |
| Atlantic Union Bankshares Corp | $22.9M | 1,232,875 | 0.38% | 15q | +18.7%+$3.6M |
| Brookstone Capital Management | $22.6M | 1,218,293 | 0.23% | 7q | -3.1%-$723.1K |
| Baird Financial Group, Inc. | $22.2M | 1,196,098 | 0.03% | 13q | +30.4%+$5.2M |
| Hills Bank & Trust Co | $19.4M | 1,046,645 | 0.83% | 9q | -57.3%-$26.1M |
| MML INVESTORS SERVICES, LLC | $19.3M | 1,040,435 | 0.04% | 12q | +24.8%+$3.8M |
| Headland Capital, LLC | $19.0M | 1,023,299 | 4.69% | 7q | +6.0%+$1.1M |
| Capital Investment Counsel, LLC | $17.7M | 951,103 | 2.19% | 9q | -1.1%-$191.8K |
| Kestra Advisory Services, LLC | $16.7M | 897,404 | 0.05% | 13q | +358.2%+$13.0M |
| SHUFRO ROSE & CO LLC | $16.2M | 872,220 | 0.93% | 10q | +2.5%+$398.5K |
| NewEdge Advisors, LLC | $14.7M | 791,027 | 0.04% | new | NEW |
| Goepper Burkhardt LLC | $13.8M | 743,819 | 4.15% | 14q | +12.1%+$1.5M |
| Asset Dedication, LLC | $12.7M | 683,131 | 0.80% | 27q | +3.5%+$424.8K |
| KIRR MARBACH & CO LLC /IN/ | $12.6M | 676,416 | 2.12% | 7q | HELD |
| AMERIPRISE FINANCIAL INC | $12.4M | 668,406 | 0.00% | 15q | -43.2%-$9.4M |
| GILL CAPITAL PARTNERS, LLC | $12.2M | 659,467 | 3.24% | 25q | -0.9%-$105.7K |
| JONES FINANCIAL COMPANIES LLLP | $12.2M | 658,474 | 0.00% | 9q | +24.7%+$2.4M |
| Cetera Investment Advisers | $12.0M | 646,234 | 0.01% | 11q | +41.6%+$3.5M |
| Carrera Capital Advisors | $11.5M | 620,177 | 1.71% | 5q | +3.4%+$378.0K |
| Cornerstone Planning, LLC | $11.3M | 608,133 | 2.61% | 4q | +2.4%+$267.1K |
| Straight Path Wealth Management | $11.1M | 599,064 | 2.60% | 15q | +2.2%+$238.5K |
| COOKSON PEIRCE & CO INC | $11.1M | 595,631 | 0.36% | 23q | +1.3%+$138.7K |
| GPM Growth Investors, Inc. | $10.8M | 583,177 | 4.52% | 9q | -18.5%-$2.5M |
| CVFG LLC | $10.7M | 574,819 | 1.12% | 2q | +2.5%+$262.4K |
| CENTRAL VALLEY ADVISORS, LLC | $10.6M | 572,218 | 2.73% | 7q | -1.0%-$110.2K |
| First International Bank of Israel Ltd. | $10.0M | 540,000 | 2.74% | 5q | HELD |
| HUB Investment Partners, LLC | $9.0M | 484,980 | 0.16% | 11q | +13.9%+$1.1M |
| Sound Stewardship, LLC | $8.5M | 458,271 | 3.51% | 4q | +12.0%+$911.9K |
| Colonial Trust Advisors | $8.1M | 434,767 | 0.56% | 13q | +5.6%+$427.7K |
| Advisors Capital Management, LLC | $8.0M | 431,024 | 0.08% | 10q | +3.9%+$297.4K |
| Kathmere Capital Management, LLC | $7.9M | 425,184 | 0.42% | 7q | +19.9%+$1.3M |
| ProVise Management Group, LLC | $7.8M | 418,444 | 0.52% | 7q | +12.7%+$875.4K |
| Marietta Wealth Management, LLC | $7.7M | 416,957 | 0.80% | 15q | +5.2%+$382.2K |
| Paradiem, LLC | $7.7M | 414,868 | 1.66% | 2q | +0.7%+$55.6K |
| &PARTNERS | $7.7M | 412,479 | 0.03% | 9q | +3.5%+$260.3K |
| Ledgewood Wealth Advisors, LLC | $7.5M | 404,458 | 3.99% | 10q | +10.4%+$704.9K |
| Carnegie Investment Counsel | $7.0M | 377,967 | 0.14% | 12q | +19.9%+$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 376,906 | 0.01% | 15q | +5.8%+$384.3K |
| Carroll Advisory Group, LLC | $7.0M | 374,457 | 2.28% | 3q | +22.7%+$1.3M |
| Arax Advisory Partners | $6.6M | 355,165 | 0.04% | new | NEW |
| Carmel Capital Partners, LLC | $6.5M | 352,309 | 2.16% | 6q | HELD |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $6.5M | 348,588 | 0.50% | 6q | +50.7%+$2.2M |
| SFE Investment Counsel | $6.4M | 344,227 | 0.86% | 10q | +6.1%+$369.0K |
| Financial Solutions Advisory Group, Inc. | $6.3M | 338,222 | 0.79% | new | FIRST |
| Sanctuary Advisors, LLC | $6.2M | 334,652 | 0.03% | 9q | -27.3%-$2.3M |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $6.2M | 333,719 | 0.73% | 6q | +6.3%+$369.7K |
| MGO ONE SEVEN LLC | $6.2M | 331,420 | 0.10% | 8q | +6.0%+$346.3K |
| Decker Wealth Management LLC | $6.2M | 331,204 | 1.31% | 3q | -16.3%-$1.2M |
| AMJ Financial Wealth Management | $6.1M | 327,509 | 1.44% | 9q | HELD |
| AA Financial Advisors, LLC | $6.1M | 326,443 | 0.73% | 10q | HELD |
| Beacon Pointe Advisors, LLC | $6.0M | 321,131 | 0.03% | 4q | +37.7%+$1.6M |
| Odyssey Group, LLC | $5.9M | 319,704 | 1.61% | new | FIRST |
| MORTON COMMUNITY BANK | $5.9M | 318,954 | 1.21% | 8q | +1.8%+$104.2K |
| Wilkins Miller Wealth Management, LLC | $5.9M | 317,100 | 3.24% | 7q | HELD |
| BCS Wealth Management | $5.7M | 308,513 | 1.03% | 11q | +8.6%+$454.7K |
| HOWARD WEALTH MANAGEMENT, LLC | $5.6M | 300,074 | 2.06% | 8q | +5.7%+$298.8K |
| CAPTRUST FINANCIAL ADVISORS | $5.6M | 299,736 | 0.01% | 13q | +29.1%+$1.3M |
| Red Spruce Capital, LLC | $5.5M | 297,737 | 1.93% | 13q | +14.5%+$700.4K |
| Farnam Financial LLC | $5.5M | 295,926 | 4.01% | 8q | +7.3%+$374.8K |
| TRUIST FINANCIAL CORP | $5.2M | 277,628 | 0.01% | 11q | +145.0%+$3.1M |
| Integrated Wealth Concepts LLC | $5.0M | 269,846 | 0.02% | 11q | +97.3%+$2.5M |
| NorthAvenue LLC | $5.0M | 269,415 | 3.58% | 3q | +5.3%+$253.7K |
| Gladstone Institutional Advisory LLC | $5.0M | 268,434 | 0.16% | 10q | +2.0%+$98.6K |
| WEBSTER BANK, N. A. | $5.0M | 267,678 | 0.43% | 3q | +36.1%+$1.3M |
| KINTRA WEALTH, LLC | $4.9M | 266,234 | 0.26% | 3q | +31.3%+$1.2M |
| Equitable Holdings, Inc. | $4.7M | 253,280 | 0.03% | 12q | +11.4%+$480.7K |
| FCA CORP /TX | $4.6M | 248,603 | 1.14% | 5q | +169.3%+$2.9M |
| Trilogy Capital Inc. | $4.6M | 248,221 | 0.18% | 3q | +0.5%+$23.5K |
| Colonial Trust Co / SC | $4.3M | 233,463 | 0.55% | 13q | +2.4%+$103.1K |
| Parisi Gray Wealth Management | $4.2M | 225,408 | 0.86% | 3q | +0.9%+$39.4K |
| Geneos Wealth Management Inc. | $4.2M | 223,495 | 0.08% | 17q | +3.4%+$138.4K |
| Private Advisor Group, LLC | $4.1M | 221,915 | 0.02% | 11q | -5.7%-$247.0K |
| S.E.E.D. Planning Group LLC | $4.1M | 221,366 | 1.09% | 7q | +22.0%+$741.9K |
| Laurel Wealth Advisors LLC | $4.1M | 220,918 | 0.40% | 10q | +6.5%+$251.4K |
| Apollon Wealth Management, LLC | $4.0M | 215,958 | 0.05% | new | NEW |
| NOVARE CAPITAL MANAGEMENT LLC | $4.0M | 215,321 | 0.28% | 15q | +6.5%+$244.6K |
| Prospera Financial Services Inc | $3.7M | 201,669 | 0.05% | 10q | +3.6%+$128.8K |
| Infinity Wealth Counsel, LLC | $3.7M | 198,550 | 2.98% | 7q | +7.3%+$252.2K |
| Aptus Capital Advisors, LLC | $3.7M | 197,901 | 0.03% | 16q | +2.6%+$93.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 197,442 | 0.00% | 14q | +22.5%+$674.5K |
Showing the largest 100 of 351 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 | 342 | $2.1B | 115,506,710 | 35 | 176 | 63 | 0.0% |
| Q1 2026 | 331 | $2.3B | 121,684,701 | 28 | 190 | 48 | 0.0% |
| Q4 2025 | 311 | $2.0B | 107,420,107 | 35 | 181 | 36 | 0.0% |
| Q3 2025 | 275 | $1.8B | 93,706,075 | 32 | 166 | 33 | 0.0% |
| Q2 2025 | 252 | $1.6B | 87,204,391 | 23 | 139 | 42 | 0.0% |
| Q1 2025 | 237 | $1.4B | 77,957,600 | 34 | 138 | 30 | 0.0% |
| Q4 2024 | 213 | $1.2B | 65,469,463 | 40 | 118 | 18 | 0.0% |
| Q3 2024 | 171 | $846.8M | 45,030,886 | 30 | 99 | 18 | 0.0% |
| Q2 2024 | 146 | $661.5M | 36,423,688 | 29 | 77 | 20 | 0.0% |
| Q1 2024 | 119 | $662.4M | 36,210,468 | 23 | 75 | 10 | 0.0% |
| Q4 2023 | 102 | $428.4M | 23,101,544 | 18 | 58 | 13 | 0.0% |
| Q3 2023 | 81 | $256.8M | 14,654,920 | 12 | 49 | 11 | 0.0% |
| Q2 2023 | 71 | $232.6M | 12,961,326 | 16 | 35 | 13 | 0.0% |
| Q1 2023 | 57 | $191.3M | 10,457,435 | 10 | 31 | 8 | 0.0% |
| Q4 2022 | 46 | $124.2M | 6,985,177 | 11 | 19 | 12 | 0.0% |
| Q3 2022 | 48 | $121.2M | 6,998,249 | 4 | 14 | 16 | 0.0% |
| Q2 2022 | 46 | $103.9M | 5,683,388 | 5 | 12 | 22 | 0.0% |
| Q1 2022 | 45 | $115.2M | 5,921,184 | 11 | 16 | 12 | 0.0% |
| Q4 2021 | 40 | $100.4M | 4,796,508 | 4 | 21 | 9 | 0.0% |
| Q3 2021 | 37 | $94.8M | 4,492,678 | 2 | 20 | 10 | 0.0% |
| Q2 2021 | 37 | $92.8M | 4,363,230 | 6 | 20 | 5 | 0.0% |
| Q1 2021 | 34 | $82.1M | 3,970,023 | 4 | 21 | 4 | 0.0% |
| Q4 2020 | 29 | $54.7M | 2,507,163 | 5 | 18 | 2 | 0.0% |
| Q3 2020 | 24 | $16.9M | 786,398 | 6 | 16 | 0 | 0.0% |
| Q2 2020 | 21 | $11.9M | 560,832 | 7 | 9 | 3 | 0.0% |
| Q1 2020 | 16 | $7.9M | 412,324 | 8 | 5 | 0 | 0.0% |
| Q4 2019 | 6 | $959.6K | 47,634 | 5 | 1 | 0 | 0.0% |
| Q3 2019 | 1 | $10.1K | 500 | 1 | 0 | 0 | 0.0% |