INVESCO EXCH TRD SLF IDX FD (BSCU)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
302
Reporting holders
$2.1B
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 | $181.6M | 10,913,052 | 0.01% | 22q | +2.1%+$3.7M |
| Aptus Capital Advisors, LLC | $156.3M | 9,388,158 | 1.07% | 16q | +1.8%+$2.7M |
| Lido Advisors, LLC | $139.1M | 8,359,538 | 0.38% | 6q | -0.9%-$1.3M |
| Waverly Advisors, LLC | $92.8M | 5,572,712 | 0.54% | 10q | +21913.5%+$92.3M |
| LPL Financial LLC | $92.3M | 5,547,683 | 0.02% | 15q | +8.3%+$7.0M |
| RAYMOND JAMES FINANCIAL INC | $92.1M | 5,531,701 | 0.02% | 7q | +7.5%+$6.4M |
| Invesco Ltd. | $78.3M | 4,705,304 | 0.01% | 19q | +6.8%+$5.0M |
| Clearstead Advisors, LLC | $65.1M | 3,910,447 | 0.61% | 9q | +2.4%+$1.5M |
| WELLS FARGO & COMPANY/MN | $59.0M | 3,541,844 | 0.01% | 22q | -45.6%-$49.4M |
| Atlantic Union Bankshares Corp | $53.3M | 3,202,800 | 0.89% | 14q | +22.8%+$9.9M |
| BANK OF AMERICA CORP /DE/ | $48.9M | 2,935,895 | 0.00% | 21q | +5.6%+$2.6M |
| ROYAL BANK OF CANADA | $46.9M | 2,816,360 | 0.01% | 23q | +6.7%+$2.9M |
| UBS Group AG | $40.8M | 2,448,625 | 0.01% | 18q | +10.5%+$3.9M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $38.1M | 2,291,739 | 2.96% | 11q | +6.3%+$2.3M |
| &PARTNERS | $32.7M | 1,965,711 | 0.13% | 9q | +2.8%+$885.2K |
| TLWM | $30.8M | 1,851,064 | 5.01% | 14q | +2.5%+$755.7K |
| Brookstone Capital Management | $30.0M | 1,800,440 | 0.30% | 3q | -5.4%-$1.7M |
| MAI Capital Management | $28.9M | 1,736,911 | 0.11% | 7q | +3.8%+$1.1M |
| IMA Advisory Services, Inc. | $26.3M | 1,578,735 | 1.64% | 8q | +9.0%+$2.2M |
| SHUFRO ROSE & CO LLC | $25.7M | 1,542,429 | 1.47% | new | NEW |
| MONECO ADVISORS, LLC | $25.6M | 1,536,904 | 1.56% | 11q | +8.2%+$1.9M |
| Clark Asset Management, LLC | $23.3M | 1,398,237 | 1.83% | 15q | +20.8%+$4.0M |
| Baird Financial Group, Inc. | $21.8M | 1,306,797 | 0.03% | 10q | +30.8%+$5.1M |
| ENVESTNET ASSET MANAGEMENT INC | $21.6M | 1,295,777 | 0.01% | 15q | +13.8%+$2.6M |
| Capital Investment Counsel, LLC | $21.0M | 1,260,363 | 2.60% | 7q | +7.8%+$1.5M |
| Hills Bank & Trust Co | $17.4M | 1,047,500 | 0.74% | 9q | -60.0%-$26.2M |
| FORONJY FINANCIAL LLC | $17.0M | 1,022,344 | 6.25% | 5q | +6.1%+$975.8K |
| Advisors Capital Management, LLC | $16.5M | 990,407 | 0.17% | 9q | +3.6%+$577.8K |
| DAVIS R M INC | $15.1M | 908,907 | 0.24% | 11q | +12.4%+$1.7M |
| Kestra Advisory Services, LLC | $14.6M | 876,869 | 0.05% | 7q | +91.5%+$7.0M |
| MML INVESTORS SERVICES, LLC | $14.2M | 850,723 | 0.03% | 12q | +24.5%+$2.8M |
| OSAIC HOLDINGS, INC. | $13.3M | 797,789 | 0.02% | 21q | +4.6%+$578.2K |
| Asset Dedication, LLC | $12.3M | 737,920 | 0.77% | 23q | +2.9%+$341.3K |
| Goepper Burkhardt LLC | $11.5M | 693,597 | 3.47% | 12q | +12.3%+$1.3M |
| CVFG LLC | $11.5M | 691,355 | 1.21% | 2q | +3.1%+$347.1K |
| KIRR MARBACH & CO LLC /IN/ | $11.5M | 689,505 | 1.93% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $11.4M | 685,236 | 0.00% | 9q | +24.2%+$2.2M |
| COOKSON PEIRCE & CO INC | $10.9M | 657,395 | 0.36% | 23q | +1.7%+$187.7K |
| CENTRAL VALLEY ADVISORS, LLC | $10.7M | 640,350 | 2.73% | 4q | HELD |
| AMERIPRISE FINANCIAL INC | $10.5M | 628,743 | 0.00% | 11q | -38.1%-$6.4M |
| Cetera Investment Advisers | $9.9M | 593,583 | 0.01% | 11q | +62.0%+$3.8M |
| Cornerstone Planning, LLC | $9.7M | 584,751 | 2.25% | 4q | +3.1%+$295.1K |
| NewEdge Advisors, LLC | $9.7M | 581,488 | 0.03% | new | NEW |
| Apollon Wealth Management, LLC | $9.3M | 556,798 | 0.11% | new | NEW |
| GPM Growth Investors, Inc. | $8.8M | 528,408 | 3.67% | 3q | +15.6%+$1.2M |
| TRUIST FINANCIAL CORP | $8.7M | 524,787 | 0.01% | 15q | +151.1%+$5.3M |
| HUB Investment Partners, LLC | $8.6M | 519,517 | 0.16% | 10q | +8.5%+$680.8K |
| VISTA INVESTMENT MANAGEMENT | $8.3M | 497,713 | 2.49% | 9q | +3.8%+$302.3K |
| AMJ Financial Wealth Management | $8.2M | 489,231 | 1.93% | 8q | HELD |
| Marietta Wealth Management, LLC | $7.8M | 470,052 | 0.81% | 12q | +5.2%+$385.2K |
| ProVise Management Group, LLC | $7.2M | 432,378 | 0.48% | 4q | +15.5%+$965.3K |
| Modern Wealth Management, LLC | $7.1M | 425,857 | 0.08% | 5q | +13.7%+$856.3K |
| Colonial Trust Advisors | $6.7M | 404,061 | 0.47% | 13q | +11.3%+$682.6K |
| Kathmere Capital Management, LLC | $6.5M | 391,040 | 0.34% | new | NEW |
| Wilkins Miller Wealth Management, LLC | $6.3M | 377,673 | 3.46% | 7q | +3.0%+$181.3K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $6.2M | 373,487 | 0.74% | 3q | +6.5%+$377.1K |
| Waycross Investment Management Co | $6.1M | 369,413 | 4.68% | 8q | HELD |
| Decker Wealth Management LLC | $5.9M | 355,540 | 1.26% | 3q | -17.4%-$1.2M |
| Carroll Advisory Group, LLC | $5.7M | 341,775 | 1.87% | 3q | +19.4%+$925.9K |
| MORTON COMMUNITY BANK | $5.6M | 335,156 | 1.14% | 6q | +3.1%+$170.1K |
| Ledgewood Wealth Advisors, LLC | $5.5M | 327,512 | 2.89% | 8q | +13.0%+$629.1K |
| STEPHENS INC /AR/ | $5.4M | 325,656 | 0.06% | 11q | +3.9%+$201.0K |
| BCS Wealth Management | $5.2M | 312,665 | 0.94% | 11q | +11.9%+$554.8K |
| Carnegie Investment Counsel | $5.0M | 303,197 | 0.10% | 8q | +25.7%+$1.0M |
| Sanctuary Advisors, LLC | $5.0M | 299,876 | 0.02% | 9q | -33.9%-$2.6M |
| SFE Investment Counsel | $4.9M | 293,165 | 0.66% | 10q | +14.0%+$600.1K |
| Gladstone Institutional Advisory LLC | $4.9M | 292,589 | 0.15% | 2q | +2.1%+$99.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 279,265 | 0.01% | 15q | +12.0%+$497.8K |
| NorthAvenue LLC | $4.6M | 279,076 | 3.33% | 3q | +3.7%+$165.8K |
| HOWARD WEALTH MANAGEMENT, LLC | $4.6M | 277,058 | 1.71% | 4q | +8.7%+$370.1K |
| Straight Path Wealth Management | $4.5M | 272,762 | 1.06% | 11q | HELD |
| KINTRA WEALTH, LLC | $4.5M | 271,226 | 0.24% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $4.5M | 267,860 | 0.01% | 13q | +30.7%+$1.0M |
| HighPoint Advisor Group LLC | $4.3M | 259,898 | 0.15% | 3q | +0.6%+$24.5K |
| STIFEL FINANCIAL CORP | $4.3M | 259,301 | 0.00% | 15q | +10.9%+$424.3K |
| Farnam Financial LLC | $4.3M | 255,400 | 3.10% | 8q | +11.6%+$440.7K |
| S.E.E.D. Planning Group LLC | $4.1M | 247,154 | 1.09% | 2q | +22.4%+$752.2K |
| Geneos Wealth Management Inc. | $3.9M | 236,871 | 0.08% | 7q | +0.9%+$35.7K |
| Arax Advisory Partners | $3.8M | 227,008 | 0.03% | new | NEW |
| GOLDMAN SACHS GROUP INC | $3.7M | 219,416 | 0.00% | 6q | +567.3%+$3.1M |
| WEBSTER BANK, N. A. | $3.6M | 218,448 | 0.32% | 2q | +1758.0%+$3.4M |
| NOVARE CAPITAL MANAGEMENT LLC | $3.6M | 213,902 | 0.25% | 15q | +6.6%+$220.9K |
| Infinity Wealth Counsel, LLC | $3.5M | 210,039 | 2.82% | 7q | +7.6%+$245.8K |
| Opulen Financial Group LLC | $3.5M | 209,440 | 2.19% | 7q | +1.4%+$48.4K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.4M | 203,903 | 0.05% | 11q | +1.8%+$60.3K |
| Red Spruce Capital, LLC | $3.4M | 203,038 | 1.18% | 9q | +140.4%+$2.0M |
| Colonial Trust Co / SC | $3.4M | 201,935 | 0.43% | 13q | HELD |
| MGO ONE SEVEN LLC | $3.1M | 188,039 | 0.05% | 4q | +2.7%+$83.6K |
| Atria Investments, Inc | $3.0M | 180,443 | 0.03% | 9q | -27.5%-$1.1M |
| Savvy Advisors, Inc. | $3.0M | 179,007 | 0.06% | 3q | +1637.8%+$2.8M |
| Addison Advisors LLC | $2.9M | 175,307 | 1.38% | 14q | -50.5%-$3.0M |
| Prospera Financial Services Inc | $2.8M | 171,152 | 0.04% | 8q | +1.9%+$54.2K |
| FIRST NATIONAL BANK OF OMAHA | $2.8M | 169,299 | 0.08% | 3q | -5.5%-$163.4K |
| Avior Wealth Management, LLC | $2.8M | 166,829 | 0.07% | 7q | +1.2%+$33.5K |
| FOURPATH CAPITAL MANAGEMENT, LLC | $2.8M | 165,378 | 0.36% | 5q | +18.0%+$418.9K |
| River Wealth Advisors LLC | $2.7M | 164,238 | 0.15% | 7q | +99.9%+$1.4M |
| HUNTINGTON NATIONAL BANK | $2.7M | 163,292 | 0.01% | 13q | +8.0%+$202.1K |
| Dynamic Advisor Solutions LLC | $2.6M | 157,777 | 0.07% | 7q | +26.6%+$552.3K |
| Ellevest, Inc. | $2.6M | 157,422 | 0.31% | 23q | +3.0%+$76.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6M | 154,448 | 0.00% | 14q | +27.0%+$546.0K |
Showing the largest 100 of 309 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 | 302 | $2.1B | 125,791,355 | 31 | 168 | 58 | 0.0% |
| Q1 2026 | 292 | $2.1B | 123,150,763 | 37 | 174 | 32 | 0.0% |
| Q4 2025 | 267 | $1.8B | 109,249,310 | 41 | 153 | 32 | 0.0% |
| Q3 2025 | 229 | $1.6B | 91,758,984 | 32 | 129 | 29 | 0.0% |
| Q2 2025 | 206 | $1.3B | 79,728,277 | 21 | 111 | 33 | 0.0% |
| Q1 2025 | 190 | $1.2B | 70,829,122 | 18 | 115 | 27 | 0.0% |
| Q4 2024 | 191 | $950.8M | 58,081,716 | 32 | 103 | 19 | 0.0% |
| Q3 2024 | 149 | $693.5M | 40,916,745 | 23 | 86 | 13 | 0.0% |
| Q2 2024 | 130 | $519.7M | 31,961,357 | 29 | 69 | 16 | 0.0% |
| Q1 2024 | 102 | $528.2M | 32,228,216 | 18 | 67 | 7 | 0.0% |
| Q4 2023 | 90 | $374.9M | 22,540,756 | 25 | 38 | 13 | 0.0% |
| Q3 2023 | 65 | $185.3M | 11,891,883 | 11 | 40 | 6 | 0.0% |
| Q2 2023 | 58 | $153.1M | 9,449,885 | 13 | 30 | 7 | 0.0% |
| Q1 2023 | 46 | $129.4M | 7,847,209 | 9 | 21 | 9 | 0.0% |
| Q4 2022 | 34 | $100.5M | 6,292,111 | 14 | 12 | 6 | 0.0% |
| Q3 2022 | 30 | $89.9M | 5,785,635 | 4 | 13 | 7 | 0.0% |
| Q2 2022 | 28 | $60.7M | 3,699,028 | 2 | 14 | 9 | 0.0% |
| Q1 2022 | 30 | $65.6M | 3,681,679 | 7 | 13 | 8 | 0.0% |
| Q4 2021 | 24 | $32.6M | 1,683,385 | 2 | 14 | 5 | 0.0% |
| Q3 2021 | 22 | $17.8M | 914,476 | 2 | 10 | 4 | 0.0% |
| Q2 2021 | 21 | $19.0M | 967,353 | 7 | 11 | 2 | 0.0% |
| Q1 2021 | 15 | $13.5M | 708,583 | 6 | 8 | 0 | 0.0% |
| Q4 2020 | 9 | $7.9M | 387,619 | 8 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $1.3M | 66,778 | 2 | 0 | 0 | 0.0% |