INVESCO EXCH TRD SLF IDX FD (BSCV)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
216
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | $177.5M | 10,832,928 | 1.21% | 15q | +1.8%+$3.1M |
| MORGAN STANLEY | $125.8M | 7,675,438 | 0.01% | 15q | +8.8%+$10.2M |
| RAYMOND JAMES FINANCIAL INC | $70.3M | 4,287,858 | 0.02% | 7q | +8.5%+$5.5M |
| LPL Financial LLC | $57.5M | 3,510,216 | 0.01% | 15q | +34.6%+$14.8M |
| Atlantic Union Bankshares Corp | $50.3M | 3,071,589 | 0.84% | 15q | +25.7%+$10.3M |
| Invesco Ltd. | $40.1M | 2,445,458 | 0.00% | 19q | +15.4%+$5.4M |
| Avior Wealth Management, LLC | $39.3M | 2,400,792 | 1.03% | 9q | -10.7%-$4.7M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $39.2M | 2,395,263 | 3.04% | 7q | +6.6%+$2.4M |
| WELLS FARGO & COMPANY/MN | $35.8M | 2,184,082 | 0.01% | 17q | -45.7%-$30.1M |
| BANK OF AMERICA CORP /DE/ | $35.7M | 2,180,731 | 0.00% | 18q | +6.5%+$2.2M |
| UBS Group AG | $29.8M | 1,820,580 | 0.00% | 16q | +40.1%+$8.5M |
| ROYAL BANK OF CANADA | $27.0M | 1,645,463 | 0.00% | 19q | +19.0%+$4.3M |
| MONECO ADVISORS, LLC | $25.9M | 1,578,888 | 1.58% | 13q | +8.2%+$2.0M |
| &PARTNERS | $25.7M | 1,568,920 | 0.11% | 9q | +4.1%+$1.0M |
| Capital Investment Counsel, LLC | $21.9M | 1,335,960 | 2.71% | 10q | +1.9%+$411.0K |
| STIFEL FINANCIAL CORP | $21.5M | 1,311,336 | 0.02% | 10q | +3.8%+$780.5K |
| Headland Capital, LLC | $21.4M | 1,303,900 | 5.27% | 6q | +9.6%+$1.9M |
| Waverly Advisors, LLC | $20.6M | 1,255,637 | 0.12% | 10q | +5276.1%+$20.2M |
| Clark Asset Management, LLC | $18.8M | 1,149,628 | 1.48% | 15q | +17.9%+$2.9M |
| Baird Financial Group, Inc. | $17.3M | 1,054,065 | 0.02% | 6q | +6.8%+$1.1M |
| GPM Growth Investors, Inc. | $16.3M | 991,889 | 6.79% | new | NEW |
| MAI Capital Management | $16.0M | 974,092 | 0.06% | 7q | +8.3%+$1.2M |
| Legacy Financial Group LLC | $13.9M | 846,268 | 1.56% | 3q | +44.1%+$4.2M |
| ENVESTNET ASSET MANAGEMENT INC | $12.3M | 750,708 | 0.00% | 12q | +20.4%+$2.1M |
| JONES FINANCIAL COMPANIES LLLP | $11.3M | 688,529 | 0.00% | 9q | +18.4%+$1.8M |
| COOKSON PEIRCE & CO INC | $10.9M | 666,947 | 0.36% | 19q | +2.7%+$284.2K |
| CENTRAL VALLEY ADVISORS, LLC | $10.9M | 663,366 | 2.79% | 4q | +3.9%+$410.0K |
| DAVIS R M INC | $10.7M | 653,039 | 0.17% | 9q | +54.7%+$3.8M |
| AMJ Financial Wealth Management | $10.2M | 622,503 | 2.42% | 6q | HELD |
| Lido Advisors, LLC | $10.0M | 612,339 | 0.03% | 6q | +3.6%+$346.4K |
| Hills Bank & Trust Co | $9.9M | 602,856 | 0.42% | 5q | -77.0%-$33.1M |
| Goepper Burkhardt LLC | $9.6M | 588,199 | 2.89% | 11q | +13.8%+$1.2M |
| Cornerstone Planning, LLC | $9.6M | 586,699 | 2.22% | 2q | +2.8%+$262.3K |
| Modern Wealth Management, LLC | $9.0M | 549,842 | 0.11% | 5q | +6.4%+$539.5K |
| Asset Dedication, LLC | $9.0M | 549,142 | 0.57% | 19q | +4.4%+$375.6K |
| OSAIC HOLDINGS, INC. | $9.0M | 548,149 | 0.01% | 15q | +5.7%+$480.7K |
| AMERIPRISE FINANCIAL INC | $8.4M | 512,472 | 0.00% | 12q | +4.5%+$360.1K |
| KIRR MARBACH & CO LLC /IN/ | $8.0M | 488,157 | 1.35% | 3q | -0.6%-$51.7K |
| JANE STREET GROUP, LLC | $8.0M | 485,744 | 0.00% | 2q | +19.3%+$1.3M |
| HUB Investment Partners, LLC | $7.8M | 477,244 | 0.14% | 10q | +10.1%+$715.5K |
| Marietta Wealth Management, LLC | $7.8M | 476,339 | 0.80% | 8q | +5.4%+$400.0K |
| MML INVESTORS SERVICES, LLC | $7.6M | 464,246 | 0.02% | 12q | +21.6%+$1.4M |
| Kestra Advisory Services, LLC | $7.5M | 456,905 | 0.02% | 11q | +276.9%+$5.5M |
| Sanctuary Advisors, LLC | $7.4M | 453,793 | 0.03% | 9q | -27.4%-$2.8M |
| Red Spruce Capital, LLC | $6.9M | 422,257 | 2.41% | 2q | +915.3%+$6.2M |
| Decker Wealth Management LLC | $6.7M | 409,510 | 1.42% | 3q | -15.7%-$1.2M |
| Carmel Capital Partners, LLC | $6.5M | 395,166 | 2.13% | 4q | +1.2%+$78.3K |
| Waycross Investment Management Co | $6.1M | 372,853 | 4.65% | 8q | HELD |
| TRUIST FINANCIAL CORP | $6.0M | 369,076 | 0.01% | 9q | +692.9%+$5.3M |
| Apollon Wealth Management, LLC | $5.7M | 347,477 | 0.07% | new | NEW |
| Cetera Investment Advisers | $5.3M | 325,887 | 0.00% | 8q | +27.7%+$1.2M |
| BCS Wealth Management | $5.1M | 312,326 | 0.92% | 13q | +2.2%+$112.5K |
| NorthAvenue LLC | $5.0M | 303,722 | 3.56% | 3q | +5.5%+$259.9K |
| STEPHENS INC /AR/ | $4.9M | 301,790 | 0.06% | 11q | +4.9%+$231.8K |
| Colonial Trust Advisors | $4.6M | 283,092 | 0.32% | 9q | +14.8%+$598.6K |
| MORTON COMMUNITY BANK | $4.4M | 268,400 | 0.90% | 4q | +8.0%+$327.1K |
| Straight Path Wealth Management | $4.3M | 263,721 | 1.01% | 10q | HELD |
| Ledgewood Wealth Advisors, LLC | $4.2M | 254,286 | 2.21% | 8q | +3.9%+$157.9K |
| Carroll Advisory Group, LLC | $4.1M | 249,394 | 1.34% | 3q | +16.4%+$576.0K |
| NOVARE CAPITAL MANAGEMENT LLC | $3.6M | 221,568 | 0.26% | 12q | +9.2%+$306.8K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.6M | 220,534 | 0.05% | 7q | +5.9%+$200.4K |
| AA Financial Advisors, LLC | $3.5M | 215,472 | 0.42% | 10q | -2.5%-$88.9K |
| Infinity Wealth Counsel, LLC | $3.3M | 202,533 | 2.68% | 7q | +7.7%+$236.4K |
| Farnam Financial LLC | $3.2M | 194,069 | 2.32% | 8q | +4.0%+$121.4K |
| Opulen Financial Group LLC | $3.2M | 193,037 | 1.99% | 7q | +3.8%+$115.6K |
| Wilkins Miller Wealth Management, LLC | $3.0M | 180,949 | 1.63% | 7q | +1.0%+$29.9K |
| Savvy Advisors, Inc. | $2.9M | 176,932 | 0.06% | new | NEW |
| Addison Advisors LLC | $2.9M | 175,107 | 1.35% | 13q | -51.6%-$3.1M |
| Carnegie Investment Counsel | $2.9M | 174,505 | 0.06% | 7q | +50.7%+$961.8K |
| CAPTRUST FINANCIAL ADVISORS | $2.7M | 164,328 | 0.00% | 13q | +17.6%+$402.5K |
| River Wealth Advisors LLC | $2.7M | 163,313 | 0.15% | 7q | +97.1%+$1.3M |
| FOURPATH CAPITAL MANAGEMENT, LLC | $2.6M | 157,448 | 0.34% | 2q | +129.3%+$1.5M |
| Heritage Trust Co | $2.5M | 155,151 | 0.22% | 5q | +31.8%+$613.3K |
| Equitable Holdings, Inc. | $2.5M | 153,900 | 0.02% | 10q | +7.9%+$185.3K |
| WEBSTER BANK, N. A. | $2.5M | 153,564 | 0.22% | new | NEW |
| LeClair Wealth Partners LLC | $2.5M | 150,853 | 1.28% | new | NEW |
| SFE Investment Counsel | $2.4M | 145,019 | 0.32% | 5q | +13.6%+$285.4K |
| HUNTINGTON NATIONAL BANK | $2.3M | 138,447 | 0.01% | 10q | +20.4%+$383.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 134,666 | 0.00% | 13q | +9.6%+$194.0K |
| Colonial Trust Co / SC | $2.1M | 126,375 | 0.26% | 11q | +7.3%+$140.3K |
| NewEdge Advisors, LLC | $2.0M | 120,387 | 0.01% | new | NEW |
| Ellevest, Inc. | $2.0M | 120,277 | 0.23% | 19q | +4.0%+$76.5K |
| ProVise Management Group, LLC | $1.9M | 114,515 | 0.13% | 2q | +121.8%+$1.0M |
| SAWGRASS ASSET MANAGEMENT LLC | $1.6M | 100,019 | 0.22% | 12q | -4.7%-$80.0K |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.6M | 98,384 | 0.40% | 19q | +5.4%+$81.9K |
| Independence Bank of Kentucky | $1.6M | 94,920 | 0.18% | 16q | +11.2%+$156.5K |
| Oliver Luxxe Assets LLC | $1.5M | 92,889 | 0.22% | 7q | +53.1%+$528.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.5M | 91,409 | 0.02% | 6q | +18.5%+$233.7K |
| EVERPAR ADVISORS LLC | $1.5M | 90,601 | 0.42% | 7q | +12.7%+$166.9K |
| G2 CAPITAL MANAGEMENT, LLC / OH | $1.5M | 90,215 | 0.32% | 11q | +1.2%+$17.3K |
| Golden Reserve Retirement LLC | $1.5M | 89,745 | 0.23% | 3q | +38.6%+$409.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 88,397 | 0.00% | 12q | -2.9%-$42.5K |
| ArborFi Advisors, LLC | $1.4M | 84,791 | 1.01% | 2q | +3.9%+$52.5K |
| J.W. COLE ADVISORS, INC. | $1.4M | 83,666 | 0.02% | new | NEW |
| Clearstead Advisors, LLC | $1.3M | 77,859 | 0.01% | 6q | +17.8%+$193.0K |
| Ark Wealth Advisors LLC | $1.3M | 77,649 | 1.13% | 2q | +25.6%+$259.5K |
| Farther Finance Advisors, LLC | $1.2M | 72,423 | 0.01% | 6q | +4.7%+$53.5K |
| Avise Financial Cooperative, Inc. | $1.2M | 70,825 | 0.82% | 3q | +10.4%+$109.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 69,877 | 0.00% | 14q | +10.2%+$106.3K |
| CITADEL ADVISORS LLC | $1.1M | 68,552 | 0.00% | 3q | -8.8%-$108.2K |
Showing the largest 100 of 221 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 | 216 | $1.3B | 82,352,162 | 27 | 122 | 33 | 0.0% |
| Q1 2026 | 207 | $1.3B | 79,694,451 | 29 | 112 | 27 | 0.0% |
| Q4 2025 | 188 | $1.2B | 72,742,217 | 29 | 119 | 12 | 0.0% |
| Q3 2025 | 156 | $978.5M | 58,674,327 | 17 | 98 | 13 | 0.0% |
| Q2 2025 | 145 | $832.6M | 50,373,577 | 16 | 86 | 20 | 0.0% |
| Q1 2025 | 135 | $710.7M | 43,576,109 | 15 | 81 | 21 | 0.0% |
| Q4 2024 | 129 | $589.7M | 36,740,529 | 24 | 71 | 12 | 0.0% |
| Q3 2024 | 105 | $411.5M | 24,696,154 | 16 | 60 | 10 | 0.0% |
| Q2 2024 | 90 | $328.6M | 20,602,309 | 20 | 45 | 12 | 0.0% |
| Q1 2024 | 73 | $387.6M | 24,048,209 | 18 | 42 | 6 | 0.0% |
| Q4 2023 | 59 | $269.9M | 16,450,460 | 19 | 27 | 5 | 0.0% |
| Q3 2023 | 43 | $135.6M | 8,893,519 | 12 | 23 | 2 | 0.0% |
| Q2 2023 | 34 | $127.9M | 8,011,566 | 6 | 21 | 4 | 0.0% |
| Q1 2023 | 32 | $87.2M | 5,367,339 | 7 | 16 | 5 | 0.0% |
| Q4 2022 | 24 | $41.8M | 2,651,247 | 11 | 9 | 1 | 0.0% |
| Q3 2022 | 20 | $26.4M | 1,700,258 | 6 | 11 | 1 | 0.0% |
| Q2 2022 | 15 | $19.3M | 1,181,985 | 3 | 7 | 5 | 0.0% |
| Q1 2022 | 12 | $20.7M | 1,157,302 | 4 | 7 | 1 | 0.0% |
| Q4 2021 | 9 | $13.5M | 690,718 | 9 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $239.0K | 12,124 | 1 | 0 | 0 | 0.0% |