INVESCO EXCH TRD SLF IDX FD (BSCW)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
166
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+4
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 | $182.6M | 8,901,491 | 1.25% | 10q | +1.8%+$3.2M |
| MORGAN STANLEY | $120.3M | 5,864,141 | 0.01% | 14q | +21.0%+$20.9M |
| RAYMOND JAMES FINANCIAL INC | $99.5M | 4,852,195 | 0.03% | 7q | +9.3%+$8.4M |
| WELLS FARGO & COMPANY/MN | $55.8M | 2,721,189 | 0.01% | 15q | -58.2%-$77.6M |
| Atlantic Union Bankshares Corp | $52.9M | 2,577,411 | 0.88% | 14q | +24.3%+$10.3M |
| LPL Financial LLC | $49.4M | 2,408,371 | 0.01% | 14q | +4.7%+$2.2M |
| UBS Group AG | $43.4M | 2,116,835 | 0.01% | 14q | +4.1%+$1.7M |
| Invesco Ltd. | $39.8M | 1,938,201 | 0.00% | 15q | +15.9%+$5.4M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $39.1M | 1,904,149 | 3.03% | 5q | HELD |
| MONECO ADVISORS, LLC | $24.2M | 1,179,623 | 1.48% | 12q | +11.6%+$2.5M |
| ROYAL BANK OF CANADA | $21.1M | 1,026,669 | 0.00% | 16q | +3.2%+$658.6K |
| ENVESTNET ASSET MANAGEMENT INC | $20.8M | 1,015,609 | 0.00% | 12q | +9.0%+$1.7M |
| Baird Financial Group, Inc. | $17.1M | 835,672 | 0.02% | 6q | +7.0%+$1.1M |
| Capital Investment Counsel, LLC | $16.2M | 791,608 | 2.01% | 7q | +9.6%+$1.4M |
| FORONJY FINANCIAL LLC | $15.2M | 739,990 | 5.58% | 5q | +5.9%+$843.5K |
| BANK OF AMERICA CORP /DE/ | $14.7M | 718,889 | 0.00% | 13q | +4.1%+$575.5K |
| Clark Asset Management, LLC | $14.3M | 696,425 | 1.12% | 14q | +26.3%+$3.0M |
| &PARTNERS | $14.2M | 691,058 | 0.06% | 9q | +2.3%+$315.7K |
| Strategic Financial Group, LLC | $13.9M | 678,051 | 13.32% | 2q | +0.8%+$116.3K |
| GILL CAPITAL PARTNERS, LLC | $11.7M | 571,677 | 3.11% | 14q | +2.2%+$249.3K |
| Legacy Financial Group LLC | $11.6M | 567,841 | 1.31% | new | NEW |
| COOKSON PEIRCE & CO INC | $11.1M | 539,123 | 0.36% | 15q | +4.9%+$514.9K |
| Sequoia Financial Advisors, LLC | $10.5M | 512,884 | 0.05% | 3q | -43.4%-$8.1M |
| OSAIC HOLDINGS, INC. | $10.3M | 499,978 | 0.01% | 14q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $9.9M | 481,288 | 0.00% | 9q | +28.0%+$2.2M |
| MAI Capital Management | $9.7M | 472,071 | 0.04% | 7q | +24.7%+$1.9M |
| Cornerstone Planning, LLC | $9.6M | 465,977 | 2.21% | 2q | +2.8%+$257.6K |
| Apollon Wealth Management, LLC | $9.2M | 449,268 | 0.11% | new | NEW |
| Lido Advisors, LLC | $8.5M | 416,112 | 0.02% | 11q | +2.0%+$166.2K |
| Modern Wealth Management, LLC | $7.9M | 386,808 | 0.09% | 5q | +15.7%+$1.1M |
| Marietta Wealth Management, LLC | $7.9M | 383,058 | 0.81% | 4q | +5.1%+$381.9K |
| Asset Dedication, LLC | $7.8M | 380,309 | 0.49% | 15q | +6.1%+$451.0K |
| MML INVESTORS SERVICES, LLC | $7.5M | 367,639 | 0.02% | 12q | +22.8%+$1.4M |
| TRUIST FINANCIAL CORP | $7.4M | 359,753 | 0.01% | 5q | +255.2%+$5.3M |
| Clearstead Advisors, LLC | $6.2M | 301,004 | 0.06% | 6q | +2.9%+$174.7K |
| Goepper Burkhardt LLC | $5.9M | 290,056 | 1.79% | 4q | +2.5%+$143.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.8M | 280,488 | 0.00% | 5q | +54.0%+$2.0M |
| Decker Wealth Management LLC | $5.7M | 277,896 | 1.21% | 3q | -23.8%-$1.8M |
| VISTA INVESTMENT MANAGEMENT | $5.4M | 262,405 | 1.62% | 7q | +102.2%+$2.7M |
| BCS Wealth Management | $5.2M | 251,567 | 0.93% | 11q | +2.3%+$114.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 250,398 | 0.00% | 8q | +1.4%+$69.9K |
| NorthAvenue LLC | $5.0M | 243,608 | 3.58% | 3q | +4.6%+$221.8K |
| STEPHENS INC /AR/ | $4.8M | 234,510 | 0.05% | 10q | +5.1%+$232.5K |
| Cetera Investment Advisers | $4.2M | 206,840 | 0.00% | 6q | +19.4%+$689.9K |
| River Wealth Advisors LLC | $3.9M | 187,940 | 0.21% | 7q | +98.6%+$1.9M |
| AMERIPRISE FINANCIAL INC | $3.9M | 188,157 | 0.00% | 12q | -46.2%-$3.3M |
| Straight Path Wealth Management | $3.8M | 183,072 | 0.88% | 5q | +2.0%+$72.6K |
| Hills Bank & Trust Co | $3.7M | 181,433 | 0.16% | new | NEW |
| Ledgewood Wealth Advisors, LLC | $3.4M | 168,185 | 1.83% | 8q | -13.2%-$524.4K |
| Carroll Advisory Group, LLC | $3.3M | 162,721 | 1.10% | 3q | +12.8%+$379.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 160,942 | 0.00% | 13q | -2.9%-$98.4K |
| Infinity Wealth Counsel, LLC | $3.2M | 157,533 | 2.61% | 4q | +10.2%+$299.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.2M | 154,574 | 0.05% | 3q | +1.8%+$57.5K |
| Carnegie Investment Counsel | $3.1M | 151,756 | 0.06% | 4q | +88.5%+$1.5M |
| Avior Wealth Management, LLC | $3.1M | 150,932 | 0.08% | 4q | +3.7%+$109.7K |
| DAVIS R M INC | $3.1M | 149,756 | 0.05% | 8q | +37.2%+$832.1K |
| Savvy Advisors, Inc. | $2.9M | 141,206 | 0.06% | new | NEW |
| Addison Advisors LLC | $2.9M | 140,019 | 1.36% | 13q | -51.8%-$3.1M |
| Dynamic Advisor Solutions LLC | $2.8M | 138,408 | 0.08% | 7q | +26.9%+$601.9K |
| Opulen Financial Group LLC | $2.7M | 131,647 | 1.70% | 7q | +2.2%+$57.9K |
| Farnam Financial LLC | $2.6M | 129,178 | 1.93% | 8q | +3.0%+$77.5K |
| NOVARE CAPITAL MANAGEMENT LLC | $2.6M | 127,650 | 0.19% | 8q | +7.5%+$183.3K |
| STIFEL FINANCIAL CORP | $2.6M | 125,864 | 0.00% | 8q | +34.3%+$659.6K |
| Private Advisor Group, LLC | $2.5M | 122,570 | 0.01% | 5q | -40.2%-$1.7M |
| LeClair Wealth Partners LLC | $2.5M | 120,571 | 1.28% | new | NEW |
| Wilkins Miller Wealth Management, LLC | $2.4M | 118,200 | 1.33% | 7q | HELD |
| HUB Investment Partners, LLC | $2.3M | 112,404 | 0.04% | 10q | +12.5%+$256.2K |
| DWM Financial Group, Inc. | $2.3M | 108,906 | 2.03% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $2.1M | 102,866 | 0.00% | 4q | -2.4%-$51.8K |
| Ellevest, Inc. | $2.0M | 96,240 | 0.23% | 15q | +3.7%+$70.6K |
| Colonial Trust Advisors | $1.7M | 80,622 | 0.12% | 8q | +11.4%+$169.4K |
| Smartleaf Asset Management LLC | $1.6M | 79,758 | 0.05% | 3q | HELD |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.6M | 78,206 | 0.40% | 14q | +7.3%+$108.6K |
| SAWGRASS ASSET MANAGEMENT LLC | $1.6M | 77,826 | 0.21% | 13q | -4.8%-$81.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 76,265 | 0.02% | 6q | +18.2%+$241.3K |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 76,047 | 0.00% | 8q | +34.0%+$395.6K |
| Independence Bank of Kentucky | $1.6M | 75,703 | 0.17% | 12q | +11.2%+$156.5K |
| Golden Reserve Retirement LLC | $1.5M | 70,764 | 0.23% | 3q | +36.1%+$384.7K |
| G2 CAPITAL MANAGEMENT, LLC / OH | $1.4M | 67,926 | 0.30% | 11q | +1.2%+$16.7K |
| Camelot Portfolios, LLC | $1.3M | 65,457 | 0.94% | 2q | +6.4%+$81.3K |
| Heritage Trust Co | $1.3M | 63,448 | 0.11% | 3q | +57.1%+$472.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 63,571 | 0.00% | 12q | +4.4%+$55.0K |
| EVERPAR ADVISORS LLC | $1.3M | 63,159 | 0.37% | 3q | +23.2%+$243.8K |
| Ark Wealth Advisors LLC | $1.3M | 61,986 | 1.13% | 2q | +25.7%+$260.2K |
| JPL Wealth Management, LLC | $1.2M | 56,913 | 0.23% | 7q | -1.3%-$14.9K |
| SHELTON CAPITAL MANAGEMENT | $1.2M | 56,181 | 0.02% | 2q | -2.1%-$25.0K |
| Redmond Asset Management, LLC | $1.1M | 53,353 | 0.27% | 6q | +7.7%+$78.1K |
| Atria Investments, Inc | $1.1M | 53,013 | 0.01% | 9q | -60.9%-$1.7M |
| HUNTINGTON NATIONAL BANK | $1.0M | 50,054 | 0.00% | 11q | +26.6%+$215.5K |
| Kestra Advisory Services, LLC | $1.0M | 50,049 | 0.00% | 11q | -10.3%-$117.8K |
| CVFG LLC | $1.0M | 48,808 | 0.11% | 2q | HELD |
| Colonial Trust Co / SC | $967.8K | 47,189 | 0.12% | 11q | -7.3%-$75.7K |
| Parallel Advisors, LLC | $954.6K | 46,541 | 0.01% | new | NEW |
| HEADINVEST, LLC | $901.5K | 43,956 | 0.17% | 16q | HELD |
| Oliver Luxxe Assets LLC | $881.1K | 42,960 | 0.13% | 5q | -4.2%-$39.0K |
| Farther Finance Advisors, LLC | $866.0K | 42,224 | 0.01% | 2q | +2.2%+$18.5K |
| Equitable Holdings, Inc. | $846.1K | 41,251 | 0.01% | 4q | +9.6%+$74.1K |
| FCA CORP /TX | $825.8K | 40,263 | 0.20% | 8q | +4.3%+$34.3K |
| J.W. COLE ADVISORS, INC. | $814.0K | 39,687 | 0.01% | new | NEW |
| IMA Advisory Services, Inc. | $783.5K | 38,202 | 0.05% | new | NEW |
Showing the largest 100 of 171 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 | 166 | $1.2B | 57,448,514 | 21 | 85 | 30 | 0.0% |
| Q1 2026 | 162 | $1.2B | 57,416,422 | 18 | 90 | 23 | 0.0% |
| Q4 2025 | 151 | $1.0B | 49,489,904 | 19 | 96 | 15 | 0.0% |
| Q3 2025 | 131 | $807.6M | 38,679,254 | 17 | 81 | 11 | 0.0% |
| Q2 2025 | 113 | $700.6M | 34,009,895 | 13 | 66 | 16 | 0.0% |
| Q1 2025 | 105 | $615.0M | 30,190,932 | 15 | 63 | 8 | 0.0% |
| Q4 2024 | 95 | $508.1M | 25,269,068 | 13 | 52 | 10 | 0.0% |
| Q3 2024 | 80 | $421.3M | 20,092,012 | 15 | 41 | 9 | 0.0% |
| Q2 2024 | 64 | $346.9M | 17,327,680 | 6 | 35 | 10 | 0.0% |
| Q1 2024 | 62 | $468.7M | 23,153,594 | 11 | 37 | 4 | 0.0% |
| Q4 2023 | 54 | $277.5M | 13,414,619 | 17 | 25 | 3 | 0.0% |
| Q3 2023 | 36 | $139.9M | 7,298,367 | 11 | 20 | 1 | 0.0% |
| Q2 2023 | 28 | $66.0M | 3,283,549 | 10 | 16 | 0 | 0.0% |
| Q1 2023 | 19 | $27.6M | 1,342,924 | 12 | 4 | 2 | 0.0% |
| Q4 2022 | 8 | $5.9M | 297,893 | 5 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $1.9M | 101,004 | 3 | 0 | 0 | 0.0% |