INVESCO EXCH TRD SLF IDX FD (BSCY)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
93
Reporting holders
$411.5M
Reported value
0.0%
Held as options
+7
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 | $72.6M | 3,513,762 | 0.50% | 3q | +1.8%+$1.3M |
| RAYMOND JAMES FINANCIAL INC | $59.4M | 2,876,236 | 0.02% | 7q | +6.5%+$3.6M |
| LPL Financial LLC | $29.2M | 1,410,677 | 0.01% | 7q | +14.6%+$3.7M |
| UBS Group AG | $27.4M | 1,323,555 | 0.00% | 7q | +1.9%+$515.7K |
| WELLS FARGO & COMPANY/MN | $24.7M | 1,196,292 | 0.00% | 6q | -48.1%-$22.9M |
| Invesco Ltd. | $19.2M | 929,003 | 0.00% | 7q | +6.0%+$1.1M |
| COOKSON PEIRCE & CO INC | $10.8M | 521,282 | 0.35% | 7q | +2.6%+$272.4K |
| MORGAN STANLEY | $8.7M | 420,637 | 0.00% | 7q | -39.9%-$5.8M |
| Clark Asset Management, LLC | $8.4M | 404,980 | 0.66% | 8q | +25.3%+$1.7M |
| JONES FINANCIAL COMPANIES LLLP | $8.0M | 384,106 | 0.00% | 6q | +10.9%+$783.8K |
| CITADEL ADVISORS LLC | $7.5M | 363,902 | 0.00% | 5q | +211.5%+$5.1M |
| BCS Wealth Management | $7.2M | 346,682 | 1.29% | 8q | +2.2%+$157.2K |
| DWM Financial Group, Inc. | $6.6M | 314,148 | 5.89% | new | NEW |
| Modern Wealth Management, LLC | $6.5M | 314,604 | 0.08% | 4q | +56.8%+$2.4M |
| JANE STREET GROUP, LLC | $6.1M | 293,939 | 0.00% | 2q | +956.3%+$5.5M |
| BANK OF AMERICA CORP /DE/ | $5.3M | 258,153 | 0.00% | 6q | +11.9%+$566.2K |
| GILL CAPITAL PARTNERS, LLC | $5.1M | 246,767 | 1.35% | 7q | +3.8%+$186.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 244,503 | 0.00% | 8q | +2.9%+$142.3K |
| Equitable Holdings, Inc. | $5.0M | 240,123 | 0.03% | 7q | -5.6%-$291.8K |
| MAI Capital Management | $4.7M | 229,802 | 0.02% | 7q | +21.1%+$826.0K |
| STEPHENS INC /AR/ | $4.5M | 216,612 | 0.05% | 8q | +6.5%+$273.7K |
| OSAIC HOLDINGS, INC. | $4.3M | 208,785 | 0.01% | 7q | +30.5%+$1.0M |
| ROYAL BANK OF CANADA | $3.9M | 188,296 | 0.00% | 7q | +17.5%+$579.3K |
| Asset Dedication, LLC | $3.8M | 186,136 | 0.24% | 6q | +26.6%+$809.0K |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 164,306 | 0.00% | 7q | +25.2%+$684.4K |
| Cetera Investment Advisers | $3.3M | 158,649 | 0.00% | 7q | +27.7%+$710.2K |
| River Wealth Advisors LLC | $3.0M | 147,155 | 0.17% | 7q | +100.6%+$1.5M |
| TRUIST FINANCIAL CORP | $2.9M | 142,653 | 0.00% | 7q | +51.0%+$995.8K |
| Addison Advisors LLC | $2.9M | 141,877 | 1.38% | 8q | -47.3%-$2.6M |
| NorthAvenue LLC | $2.9M | 140,671 | 2.08% | 3q | +26.3%+$605.4K |
| Savvy Advisors, Inc. | $2.8M | 137,380 | 0.06% | new | NEW |
| Carroll Advisory Group, LLC | $2.5M | 123,009 | 0.83% | 3q | +6.7%+$159.8K |
| LeClair Wealth Partners LLC | $2.5M | 118,822 | 1.27% | new | NEW |
| Infinity Wealth Counsel, LLC | $2.2M | 107,600 | 1.80% | 4q | +17.4%+$330.2K |
| Ellevest, Inc. | $2.0M | 95,323 | 0.23% | 7q | +3.3%+$63.7K |
| AMERIPRISE FINANCIAL INC | $1.9M | 92,302 | 0.00% | 3q | -41.7%-$1.4M |
| MONECO ADVISORS, LLC | $1.8M | 87,578 | 0.11% | 8q | +1.8%+$32.3K |
| NOVARE CAPITAL MANAGEMENT LLC | $1.8M | 85,986 | 0.13% | 7q | +16.4%+$249.9K |
| HUB Investment Partners, LLC | $1.6M | 77,526 | 0.03% | 6q | +7.5%+$111.1K |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.5M | 73,979 | 0.38% | 7q | +8.8%+$123.1K |
| Golden Reserve Retirement LLC | $1.5M | 71,515 | 0.23% | 3q | +38.7%+$412.1K |
| Private Advisor Group, LLC | $1.4M | 69,456 | 0.01% | 4q | +1.1%+$15.5K |
| MML INVESTORS SERVICES, LLC | $1.4M | 67,041 | 0.00% | 7q | +42.3%+$412.2K |
| Farnam Financial LLC | $1.3M | 62,665 | 0.94% | 8q | HELD |
| Rockefeller Capital Management L.P. | $1.1M | 55,100 | 0.00% | new | NEW |
| Atria Investments, Inc | $1.1M | 52,500 | 0.01% | 7q | -61.0%-$1.7M |
| G2 CAPITAL MANAGEMENT, LLC / OH | $1.0M | 49,896 | 0.22% | 5q | +1.2%+$12.5K |
| Lido Advisors, LLC | $995.2K | 48,157 | 0.00% | new | NEW |
| SAWGRASS ASSET MANAGEMENT LLC | $979.1K | 47,378 | 0.13% | 7q | +1.1%+$10.3K |
| J.W. COLE ADVISORS, INC. | $971.1K | 46,993 | 0.02% | new | NEW |
| FCA CORP /TX | $954.4K | 46,184 | 0.24% | new | NEW |
| DAVIS R M INC | $903.5K | 43,723 | 0.01% | 3q | +131.6%+$513.4K |
| Avior Wealth Management, LLC | $873.0K | 42,246 | 0.02% | 2q | +111.7%+$460.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $868.9K | 42,046 | 0.00% | 8q | +6.0%+$49.5K |
| Farther Finance Advisors, LLC | $866.2K | 41,918 | 0.01% | 2q | +2.1%+$18.1K |
| Independence Bank of Kentucky | $815.5K | 39,461 | 0.09% | 5q | +35.4%+$213.1K |
| HUNTINGTON NATIONAL BANK | $728.7K | 35,264 | 0.00% | 7q | +9.4%+$62.7K |
| Kestra Advisory Services, LLC | $727.5K | 35,207 | 0.00% | 8q | -0.8%-$5.7K |
| Concurrent Investment Advisors, LLC | $658.9K | 31,883 | 0.01% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $639.7K | 30,955 | 0.01% | 3q | +160.8%+$394.4K |
| Wilkins Miller Wealth Management, LLC | $601.6K | 29,112 | 0.33% | 4q | +8.2%+$45.6K |
| Opulen Financial Group LLC | $511.6K | 24,756 | 0.32% | 6q | +27.0%+$108.7K |
| STIFEL FINANCIAL CORP | $482.8K | 23,364 | 0.00% | 5q | +2.1%+$9.8K |
| CAPTRUST FINANCIAL ADVISORS | $478.5K | 23,156 | 0.00% | 4q | +7.5%+$33.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $475.3K | 23,139 | 0.00% | 6q | +80.3%+$211.7K |
| Jacobi Capital Management LLC | $455.8K | 22,055 | 0.02% | 7q | +54.6%+$161.0K |
| Allen Capital Group, LLC | $418.7K | 20,259 | 0.03% | 5q | +20.6%+$71.6K |
| Hobbs Group Advisors, LLC | $416.0K | 20,130 | 0.11% | 4q | +1.2%+$4.9K |
| YANKCOM Partnership | $395.1K | 19,121 | 0.14% | 6q | +16.1%+$54.8K |
| Paradigm, Strategies in Wealth Management, LLC | $389.0K | 18,823 | 0.24% | 4q | +1.2%+$4.5K |
| Sanctuary Advisors, LLC | $368.5K | 17,833 | 0.00% | 7q | -88.1%-$2.7M |
| OPPENHEIMER & CO INC | $359.9K | 17,414 | 0.00% | new | NEW |
| Redmond Asset Management, LLC | $353.4K | 17,101 | 0.09% | 3q | +28.9%+$79.2K |
| Sequoia Financial Advisors, LLC | $338.0K | 16,358 | 0.00% | 3q | -31.1%-$152.3K |
| Aprio Wealth Management, LLC | $298.3K | 14,435 | 0.01% | new | NEW |
| ETF Store, Inc. | $296.6K | 14,355 | 0.25% | 5q | +27.1%+$63.3K |
| Global Wealth Strategies & Associates | $270.3K | 13,078 | 0.05% | 4q | -8.4%-$24.8K |
| Legacy Wealth Partners, LLC | $268.2K | 12,977 | 0.06% | 3q | -20.4%-$68.8K |
| &PARTNERS | $239.1K | 11,568 | 0.00% | 3q | +6.7%+$15.0K |
| Vestmark Advisory Solutions, Inc. | $231.0K | 11,178 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $229.9K | 11,125 | 0.00% | 4q | HELD |
| Waverly Advisors, LLC | $211.1K | 10,217 | 0.00% | 2q | +3.8%+$7.7K |
| First Command Advisory Services, Inc. | $206.6K | 9,996 | 0.00% | 6q | -2.9%-$6.3K |
| Davis Capital Management | $136.8K | 6,621 | 0.08% | 5q | +4.8%+$6.3K |
| Marquette Asset Management, LLC | $96.5K | 4,668 | 0.01% | 8q | HELD |
| Keating Financial Advisory Services, Inc. | $27.6K | 1,335 | 0.00% | 3q | HELD |
| PRIVATE TRUST CO NA | $24.3K | 1,178 | 0.00% | 4q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $13.6K | 657 | 0.00% | 3q | HELD |
| Atlantic Union Bankshares Corp | $10.3K | 497 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $9.2K | 445 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $5.6K | 273,065 | 0.01% | 2q | +5.4% |
| Steward Partners Investment Advisory, LLC | $5.3K | 255 | 0.00% | 8q | -79.6%-$20.5K |
| FMR LLC | $4.8K | 231 | 0.00% | new | NEW |
| Key Financial Inc | $2.1K | 100 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $790 | 38,231 | 0.00% | 5q | +92.4% |
| Smithfield Trust Co | $21 | 1,031 | 0.00% | 7q | HELD |
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 | 93 | $411.5M | 19,904,923 | 13 | 59 | 13 | 0.0% |
| Q1 2026 | 86 | $401.7M | 19,406,220 | 9 | 56 | 10 | 0.0% |
| Q4 2025 | 85 | $291.6M | 13,873,679 | 13 | 53 | 9 | 0.0% |
| Q3 2025 | 74 | $208.4M | 9,917,101 | 15 | 45 | 5 | 0.0% |
| Q2 2025 | 58 | $164.7M | 7,936,608 | 10 | 35 | 4 | 0.0% |
| Q1 2025 | 52 | $136.0M | 6,638,636 | 14 | 30 | 2 | 0.0% |
| Q4 2024 | 43 | $87.5M | 4,329,166 | 32 | 9 | 0 | 0.0% |
| Q3 2024 | 13 | $22.7M | 1,077,378 | 12 | 0 | 0 | 0.0% |