INVESCO EXCH TRD SLF IDX FD (BSCZ)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
68
Reporting holders
$170.4M
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $42.8M | 2,089,056 | 0.01% | 4q | +6.0%+$2.4M |
| Invesco Ltd. | $19.3M | 941,439 | 0.00% | 3q | +5.6%+$1.0M |
| COOKSON PEIRCE & CO INC | $11.1M | 542,689 | 0.37% | 3q | +1.2%+$135.6K |
| LPL Financial LLC | $10.4M | 506,383 | 0.00% | 3q | +32.7%+$2.6M |
| Carolina Wealth Advisors, LLC | $6.0M | 292,847 | 2.35% | 5q | +1.8%+$105.5K |
| GILL CAPITAL PARTNERS, LLC | $5.0M | 244,837 | 1.33% | 4q | +23.1%+$941.3K |
| JONES FINANCIAL COMPANIES LLLP | $4.5M | 221,385 | 0.00% | 2q | +68.8%+$1.9M |
| Clark Asset Management, LLC | $4.3M | 211,938 | 0.34% | 4q | +53.2%+$1.5M |
| STEPHENS INC /AR/ | $3.9M | 189,835 | 0.04% | 4q | +14.5%+$491.0K |
| OSAIC HOLDINGS, INC. | $3.6M | 177,600 | 0.00% | 3q | +182.4%+$2.3M |
| Carroll Advisory Group, LLC | $3.3M | 160,756 | 1.08% | 3q | +9.6%+$288.8K |
| Equitable Holdings, Inc. | $3.3M | 160,610 | 0.02% | 3q | +39.2%+$926.6K |
| MORGAN STANLEY | $3.2M | 155,274 | 0.00% | 3q | +67.5%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 145,565 | 0.00% | 3q | +26.5%+$624.5K |
| Savvy Advisors, Inc. | $2.8M | 136,922 | 0.06% | new | NEW |
| BCS Wealth Management | $2.8M | 134,922 | 0.50% | 3q | +10.9%+$270.4K |
| ROYAL BANK OF CANADA | $2.7M | 133,501 | 0.00% | 4q | +11.6%+$284.8K |
| CITADEL ADVISORS LLC | $2.7M | 132,956 | 0.00% | 2q | -13.5%-$425.9K |
| LeClair Wealth Partners LLC | $2.5M | 120,082 | 1.27% | new | NEW |
| Cetera Investment Advisers | $2.3M | 114,293 | 0.00% | 4q | +50.8%+$788.4K |
| Infinity Wealth Counsel, LLC | $1.9M | 93,610 | 1.55% | 4q | +21.0%+$332.4K |
| Ellevest, Inc. | $1.9M | 93,307 | 0.23% | 3q | +4.1%+$74.5K |
| BANK OF AMERICA CORP /DE/ | $1.8M | 86,770 | 0.00% | 2q | +44.7%+$548.6K |
| River Wealth Advisors LLC | $1.7M | 83,898 | 0.09% | 3q | +100.3%+$861.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 77,986 | 0.00% | 3q | -23.5%-$490.5K |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.5M | 74,316 | 0.38% | 4q | +8.9%+$124.5K |
| Golden Reserve Retirement LLC | $1.5M | 70,864 | 0.23% | 3q | +37.4%+$394.6K |
| MML INVESTORS SERVICES, LLC | $1.3M | 65,662 | 0.00% | 3q | +44.8%+$416.0K |
| JANE STREET GROUP, LLC | $1.2M | 58,373 | 0.00% | 4q | -47.1%-$1.1M |
| NOVARE CAPITAL MANAGEMENT LLC | $1.1M | 55,821 | 0.08% | 4q | +39.3%+$322.1K |
| Atria Investments, Inc | $1.1M | 53,015 | 0.01% | 3q | -60.8%-$1.7M |
| Lido Advisors, LLC | $995.3K | 48,621 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $994.0K | 48,559 | 0.00% | 3q | +37.1%+$268.9K |
| HUB Investment Partners, LLC | $930.8K | 45,470 | 0.02% | 3q | +22.9%+$173.2K |
| Farther Finance Advisors, LLC | $866.7K | 42,340 | 0.01% | 2q | +2.2%+$18.9K |
| CFG Wealth Management Services, Inc. | $768.3K | 37,440 | 0.72% | 3q | HELD |
| Asset Dedication, LLC | $751.7K | 36,721 | 0.05% | 2q | +320.6%+$572.9K |
| J.W. COLE ADVISORS, INC. | $685.6K | 33,491 | 0.01% | new | NEW |
| Opulen Financial Group LLC | $651.1K | 31,810 | 0.41% | 2q | +17.9%+$99.0K |
| Concurrent Investment Advisors, LLC | $649.7K | 31,739 | 0.01% | new | NEW |
| DAVIS R M INC | $619.4K | 30,261 | 0.01% | 3q | +79.3%+$274.0K |
| Independence Bank of Kentucky | $594.1K | 29,023 | 0.07% | 2q | +65.4%+$235.0K |
| NorthAvenue LLC | $591.4K | 28,890 | 0.42% | 2q | +263.9%+$428.9K |
| Rockefeller Capital Management L.P. | $511.8K | 25,000 | 0.00% | new | NEW |
| Hobbs Group Advisors, LLC | $403.7K | 19,721 | 0.11% | 4q | +1.3%+$5.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $374.2K | 18,283 | 0.00% | 2q | +13.4%+$44.4K |
| STIFEL FINANCIAL CORP | $370.2K | 18,084 | 0.00% | 3q | +1.9%+$6.9K |
| Addison Advisors LLC | $334.0K | 16,316 | 0.16% | 2q | +466.3%+$275.0K |
| YANKCOM Partnership | $329.1K | 16,076 | 0.12% | 4q | +19.9%+$54.6K |
| Redmond Asset Management, LLC | $309.2K | 15,104 | 0.08% | 2q | +34.1%+$78.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $273.4K | 13,354 | 0.00% | 2q | +39.9%+$78.0K |
| UBS Group AG | $273.0K | 13,336 | 0.00% | 2q | +26.8%+$57.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $270.6K | 13,234 | 0.02% | 3q | HELD |
| Legacy Wealth Partners, LLC | $265.6K | 12,977 | 0.06% | 3q | -20.3%-$67.7K |
| SAWGRASS ASSET MANAGEMENT LLC | $255.9K | 12,500 | 0.03% | 3q | +7.8%+$18.4K |
| MAI Capital Management | $247.0K | 12,068 | 0.00% | 4q | +78.1%+$108.3K |
| Kohmann Bosshard Financial Services, LLC | $237.5K | 11,602 | 0.02% | 3q | HELD |
| Vestmark Advisory Solutions, Inc. | $231.0K | 11,286 | 0.00% | new | NEW |
| Davis Capital Management | $187.2K | 9,147 | 0.11% | 4q | +35.1%+$48.7K |
| WELLS FARGO & COMPANY/MN | $120.2K | 5,874 | 0.00% | new | NEW |
| Marquette Asset Management, LLC | $96.9K | 4,735 | 0.01% | 4q | HELD |
| IMA Advisory Services, Inc. | $30.7K | 1,500 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $21.8K | 1,063 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $10.3K | 502 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $9.2K | 450 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $5.2K | 255 | 0.00% | new | NEW |
| FMR LLC | $4.7K | 231 | 0.00% | new | NEW |
| Key Financial Inc | $2.0K | 100 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.7K | 81,911 | 0.00% | new | NEW |
| Capital Analysts, LLC | $54 | 2,643 | 0.00% | 2q | HELD |
| Smithfield Trust Co | $21 | 1,017 | 0.00% | 3q | 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 | 68 | $170.4M | 8,323,675 | 13 | 44 | 5 | 0.0% |
| Q1 2026 | 61 | $147.7M | 7,201,348 | 17 | 36 | 5 | 0.0% |
| Q4 2025 | 46 | $88.9M | 4,272,610 | 27 | 14 | 2 | 0.0% |
| Q3 2025 | 17 | $15.2M | 730,844 | 16 | 1 | 0 | 0.0% |
| Q2 2025 | 1 | $310.8K | 15,164 | 1 | 0 | 0 | 0.0% |