# INVESCO EXCH TRD SLF IDX FD (BSMR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BSMR/

- Reporting holders: 9
- Reported value: $5.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $2.3M | 97,538 | 0.1% | 6 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $840.2K | 36,117 | 0.5% | 7 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $565.6K | 24,315 | 0.1% | 16 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $480.2K | 20,644 | 0.3% | 17 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $398.2K | 17,119 | 0.1% | 12 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $397.6K | 16,818 | 0.1% | 3 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $249.1K | 10,691 | 0.1% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $169.2K | 7,272 | 0.0% | 6 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $6.6K | 285 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $5.4M |
| Q2 2026 | 147 | $253.6M |
| Q1 2026 | 140 | $236.0M |
| Q4 2025 | 138 | $211.4M |
| Q3 2025 | 124 | $196.0M |
| Q2 2025 | 121 | $176.3M |
| Q1 2025 | 115 | $166.2M |
| Q4 2024 | 109 | $139.9M |
| Q3 2024 | 93 | $119.9M |
| Q2 2024 | 84 | $107.2M |
| Q1 2024 | 75 | $92.0M |
| Q4 2023 | 71 | $80.5M |