INVESCO EXCH TRD SLF IDX FD (BSCX)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
125
Reporting holders
$768.5M
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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | $167.5M | 7,954,221 | 1.15% | 6q | +13.6%+$20.0M |
| AMERIPRISE FINANCIAL INC | $74.4M | 3,537,744 | 0.02% | 11q | -29.2%-$30.7M |
| RAYMOND JAMES FINANCIAL INC | $71.9M | 3,416,033 | 0.02% | 7q | +5.8%+$3.9M |
| Clearstead Advisors, LLC | $57.9M | 2,750,934 | 0.55% | 4q | +3.3%+$1.9M |
| LPL Financial LLC | $44.4M | 2,110,150 | 0.01% | 11q | +5.3%+$2.2M |
| MORGAN STANLEY | $27.6M | 1,311,679 | 0.00% | 11q | -31.1%-$12.5M |
| IMA Advisory Services, Inc. | $25.3M | 1,203,208 | 1.58% | new | NEW |
| WELLS FARGO & COMPANY/MN | $19.3M | 915,739 | 0.00% | 10q | -44.8%-$15.6M |
| Invesco Ltd. | $19.2M | 911,142 | 0.00% | 11q | +5.8%+$1.0M |
| Baird Financial Group, Inc. | $13.1M | 622,811 | 0.02% | 3q | +17.4%+$1.9M |
| GOLDMAN SACHS GROUP INC | $11.9M | 567,411 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $11.3M | 534,589 | 0.00% | 9q | +8.3%+$864.0K |
| Clark Asset Management, LLC | $10.9M | 519,107 | 0.86% | 10q | +22.7%+$2.0M |
| COOKSON PEIRCE & CO INC | $10.9M | 516,334 | 0.36% | 11q | +4.0%+$421.5K |
| Parkway Wealth Management Group, LLC | $10.1M | 480,088 | 1.17% | 3q | +0.9%+$87.7K |
| BCS Wealth Management | $9.5M | 449,212 | 1.70% | 10q | +3.8%+$345.3K |
| BANK OF AMERICA CORP /DE/ | $9.3M | 441,183 | 0.00% | 10q | +6.5%+$562.9K |
| ROYAL BANK OF CANADA | $8.4M | 398,162 | 0.00% | 11q | +3.9%+$313.2K |
| Modern Wealth Management, LLC | $7.9M | 376,705 | 0.09% | 5q | +11.7%+$833.1K |
| Equitable Holdings, Inc. | $6.4M | 303,093 | 0.04% | 10q | -3.3%-$218.0K |
| OSAIC HOLDINGS, INC. | $6.3M | 297,388 | 0.01% | 11q | +10.8%+$612.8K |
| Apollon Wealth Management, LLC | $6.1M | 289,335 | 0.07% | new | NEW |
| Asset Dedication, LLC | $6.0M | 286,678 | 0.38% | 10q | +7.2%+$405.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 242,570 | 0.00% | 8q | +2.2%+$108.1K |
| NorthAvenue LLC | $4.6M | 219,593 | 3.31% | 3q | +5.4%+$238.6K |
| NorthCrest Asset Manangement, LLC | $4.5M | 216,837 | 0.12% | 4q | +2.4%+$107.2K |
| STEPHENS INC /AR/ | $4.5M | 212,785 | 0.05% | 9q | +5.5%+$231.8K |
| NOTTINGHAM ADVISORS, INC. | $4.5M | 212,131 | 0.53% | 10q | +3.5%+$149.0K |
| Lido Advisors, LLC | $4.2M | 201,547 | 0.01% | 5q | +22.7%+$784.2K |
| VIRTUE ASSET MANAGEMENT LLC | $4.2M | 200,790 | 2.97% | 4q | +31.3%+$1.0M |
| Ledgewood Wealth Advisors, LLC | $4.1M | 195,591 | 2.19% | 9q | +1.3%+$50.9K |
| River Wealth Advisors LLC | $3.5M | 166,566 | 0.19% | 7q | +98.4%+$1.7M |
| MAI Capital Management | $3.5M | 164,142 | 0.01% | 4q | +54.9%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 159,600 | 0.00% | 11q | +24.4%+$660.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.3M | 155,542 | 0.06% | 3q | -24.3%-$1.1M |
| DWM Financial Group, Inc. | $3.3M | 152,130 | 2.91% | new | NEW |
| Cetera Investment Advisers | $3.2M | 153,991 | 0.00% | 5q | +21.6%+$576.1K |
| Infinity Wealth Counsel, LLC | $3.0M | 141,517 | 2.41% | 4q | +13.8%+$360.4K |
| Kestra Advisory Services, LLC | $2.9M | 140,017 | 0.01% | 10q | +363.8%+$2.3M |
| Savvy Advisors, Inc. | $2.9M | 136,118 | 0.06% | new | NEW |
| JANE STREET GROUP, LLC | $2.9M | 136,028 | 0.00% | 2q | -27.7%-$1.1M |
| MML INVESTORS SERVICES, LLC | $2.8M | 134,082 | 0.01% | 11q | +38.0%+$776.8K |
| Carroll Advisory Group, LLC | $2.7M | 126,318 | 0.87% | 3q | +11.2%+$267.8K |
| Avior Wealth Management, LLC | $2.6M | 124,944 | 0.07% | 2q | +18.1%+$403.5K |
| Addison Advisors LLC | $2.6M | 124,613 | 1.24% | 11q | -53.1%-$3.0M |
| NOVARE CAPITAL MANAGEMENT LLC | $2.5M | 117,620 | 0.18% | 8q | +8.3%+$190.1K |
| LeClair Wealth Partners LLC | $2.5M | 116,695 | 1.27% | new | NEW |
| DAVIS R M INC | $2.3M | 110,653 | 0.04% | 7q | +100.1%+$1.2M |
| HUB Investment Partners, LLC | $2.1M | 101,642 | 0.04% | 10q | +9.0%+$176.0K |
| UBS Group AG | $2.1M | 99,795 | 0.00% | 11q | +7.7%+$149.3K |
| Rockefeller Capital Management L.P. | $2.1M | 99,425 | 0.00% | 2q | +2814.8%+$2.0M |
| Ellevest, Inc. | $2.0M | 93,798 | 0.23% | 11q | +3.3%+$62.9K |
| Farnam Financial LLC | $2.0M | 93,406 | 1.43% | 8q | HELD |
| AA Financial Advisors, LLC | $2.0M | 93,254 | 0.24% | 3q | +0.8%+$15.0K |
| Opulen Financial Group LLC | $1.6M | 77,239 | 1.02% | 7q | +6.0%+$92.8K |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.6M | 73,941 | 0.39% | 11q | +8.2%+$118.3K |
| SAWGRASS ASSET MANAGEMENT LLC | $1.5M | 72,502 | 0.20% | 11q | -2.9%-$45.3K |
| Golden Reserve Retirement LLC | $1.5M | 70,264 | 0.23% | 3q | +40.1%+$423.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.5M | 70,028 | 0.02% | 6q | +19.7%+$242.3K |
| Independence Bank of Kentucky | $1.4M | 67,942 | 0.16% | 10q | +17.5%+$213.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 66,051 | 0.00% | 11q | -1.5%-$21.0K |
| HUNTINGTON NATIONAL BANK | $1.4M | 65,919 | 0.01% | 10q | +24.8%+$275.6K |
| MONECO ADVISORS, LLC | $1.3M | 63,684 | 0.08% | 10q | +38.3%+$371.4K |
| G2 CAPITAL MANAGEMENT, LLC / OH | $1.3M | 62,147 | 0.29% | 11q | +1.2%+$15.7K |
| Ark Wealth Advisors LLC | $1.3M | 60,295 | 1.13% | 2q | +25.8%+$260.0K |
| Atria Investments, Inc | $1.1M | 51,551 | 0.01% | 9q | -60.9%-$1.7M |
| Wilkins Miller Wealth Management, LLC | $978.6K | 46,477 | 0.54% | 7q | +4.9%+$45.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $960.0K | 262,943 | 0.00% | 7q | +2.5%+$23.6K |
| CITY HOLDING CO | $868.9K | 41,277 | 0.10% | new | NEW |
| Farther Finance Advisors, LLC | $864.9K | 41,078 | 0.01% | 2q | +2.1%+$18.2K |
| CAPTRUST FINANCIAL ADVISORS | $750.0K | 35,620 | 0.00% | 8q | +4.3%+$31.0K |
| STIFEL FINANCIAL CORP | $731.5K | 34,742 | 0.00% | 7q | +7.5%+$51.3K |
| Heritage Trust Co | $690.7K | 32,803 | 0.06% | 2q | +87.9%+$323.0K |
| Concurrent Investment Advisors, LLC | $651.7K | 30,952 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $600.6K | 28,526 | 0.00% | 8q | -61.7%-$965.7K |
| DOVER ADVISORS, LLC | $581.6K | 27,100 | 0.24% | 9q | HELD |
| J.W. COLE ADVISORS, INC. | $553.2K | 26,276 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $540.5K | 25,671 | 0.00% | 9q | -83.4%-$2.7M |
| Allen Capital Group, LLC | $485.8K | 23,071 | 0.04% | 5q | +17.2%+$71.5K |
| GTS SECURITIES LLC | $485.1K | 23,042 | 0.01% | new | NEW |
| Redmond Asset Management, LLC | $469.9K | 22,319 | 0.12% | 4q | +22.3%+$85.7K |
| SIGMA INVESTMENT COUNSELORS INC | $444.3K | 21,103 | 0.02% | 7q | HELD |
| Quartz Partners, LLC | $431.0K | 20,472 | 0.14% | 8q | HELD |
| Hobbs Group Advisors, LLC | $425.5K | 20,206 | 0.11% | 4q | +1.2%+$5.0K |
| Waverly Advisors, LLC | $393.5K | 18,689 | 0.00% | 8q | -0.9%-$3.6K |
| Quadrature Capital Ltd | $388.2K | 18,439 | 0.00% | new | NEW |
| Aprio Wealth Management, LLC | $347.3K | 16,495 | 0.02% | new | NEW |
| Stratos Wealth Partners, LTD. | $343.0K | 16,290 | 0.00% | 3q | HELD |
| Sequoia Financial Advisors, LLC | $337.8K | 16,043 | 0.00% | 3q | -32.1%-$159.8K |
| YANKCOM Partnership | $320.4K | 15,215 | 0.11% | 7q | +10.3%+$30.0K |
| ETF Store, Inc. | $316.6K | 15,036 | 0.26% | 6q | +25.1%+$63.5K |
| Capital Investment Advisors, LLC | $265.1K | 12,590 | 0.00% | 6q | +4.1%+$10.5K |
| Legacy Wealth Partners, LLC | $263.8K | 12,530 | 0.06% | 3q | -19.6%-$64.2K |
| VestGen Advisors, LLC | $260.9K | 12,391 | 0.01% | 2q | +10.0%+$23.7K |
| Redwood Financial Network Corp | $248.8K | 11,815 | 0.14% | 2q | +18.6%+$38.9K |
| Ancora Advisors LLC | $246.3K | 11,700 | 0.00% | 3q | HELD |
| Aureum Wealth Management, LLC | $242.2K | 11,504 | 0.15% | 2q | HELD |
| Vestmark Advisory Solutions, Inc. | $230.7K | 10,955 | 0.00% | new | NEW |
| First Command Advisory Services, Inc. | $229.0K | 10,878 | 0.00% | 10q | -10.4%-$26.7K |
| Somerset Trust Co | $219.7K | 10,435 | 0.06% | new | NEW |
Showing the largest 100 of 130 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 | 125 | $768.5M | 36,718,965 | 21 | 68 | 21 | 0.0% |
| Q1 2026 | 114 | $745.5M | 35,455,004 | 16 | 62 | 20 | 0.0% |
| Q4 2025 | 102 | $645.1M | 30,060,122 | 15 | 63 | 10 | 0.0% |
| Q3 2025 | 90 | $531.8M | 24,773,693 | 13 | 54 | 10 | 0.0% |
| Q2 2025 | 78 | $452.2M | 21,329,359 | 9 | 48 | 13 | 0.0% |
| Q1 2025 | 73 | $388.8M | 18,616,158 | 8 | 46 | 10 | 0.0% |
| Q4 2024 | 69 | $259.1M | 12,564,034 | 11 | 40 | 8 | 0.0% |
| Q3 2024 | 58 | $220.6M | 10,224,245 | 11 | 34 | 7 | 0.0% |
| Q2 2024 | 46 | $163.0M | 7,909,910 | 9 | 30 | 3 | 0.0% |
| Q1 2024 | 36 | $144.9M | 6,989,330 | 18 | 17 | 1 | 0.0% |
| Q4 2023 | 21 | $42.6M | 2,001,642 | 19 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $3.0M | 444,032 | 2 | 0 | 0 | 0.0% |