INVESCO EXCH TRD SLF IDX FD (BSMV)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
85
Reporting holders
$126.7M
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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | $7.6M | 360,323 | 0.32% | 5q | -24.9%-$2.5M |
| HighTower Advisors, LLC | $7.0M | 334,767 | 0.01% | 8q | +10.6%+$673.2K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.1M | 290,826 | 0.10% | 18q | -6.6%-$431.2K |
| LPL Financial LLC | $6.1M | 288,458 | 0.00% | 11q | +12.9%+$693.7K |
| MORGAN STANLEY | $5.8M | 276,929 | 0.00% | 15q | +7.7%+$415.8K |
| BANK OF AMERICA CORP /DE/ | $5.3M | 252,121 | 0.00% | 18q | +8.0%+$392.1K |
| Atlantic Union Bankshares Corp | $5.0M | 240,138 | 0.08% | 6q | +27.5%+$1.1M |
| PRECEDENT WEALTH PARTNERS, LLC | $4.5M | 216,030 | 0.75% | 11q | +7.0%+$294.6K |
| Invesco Ltd. | $4.3M | 204,866 | 0.00% | 19q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.2M | 199,030 | 0.00% | 7q | +3.3%+$133.6K |
| Lido Advisors, LLC | $4.1M | 195,700 | 0.01% | 7q | HELD |
| UBS Group AG | $4.0M | 192,892 | 0.00% | 18q | -17.6%-$864.1K |
| CENTRAL VALLEY ADVISORS, LLC | $3.8M | 181,265 | 0.98% | 4q | -3.9%-$153.4K |
| Avior Wealth Management, LLC | $3.2M | 152,733 | 0.08% | 8q | -31.6%-$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 147,684 | 0.00% | 12q | +4.3%+$126.9K |
| MONECO ADVISORS, LLC | $2.9M | 139,362 | 0.18% | 8q | +3.5%+$99.3K |
| Legacy Private Trust Co. | $2.6M | 121,639 | 0.14% | 2q | +101.2%+$1.3M |
| Envision Financial Planning, LLC | $2.5M | 117,801 | 0.80% | 12q | +6.8%+$158.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $2.3M | 109,755 | 0.05% | 4q | +46.1%+$726.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.3M | 108,383 | 0.00% | 15q | HELD |
| Clark Asset Management, LLC | $2.2M | 106,337 | 0.18% | 11q | +14.2%+$278.0K |
| Parkway Wealth Management Group, LLC | $2.2M | 105,220 | 0.25% | 3q | +3.2%+$67.9K |
| Kestra Advisory Services, LLC | $2.0M | 96,149 | 0.01% | 11q | +5.4%+$103.0K |
| WELLS FARGO & COMPANY/MN | $2.0M | 94,922 | 0.00% | 16q | -15.6%-$367.7K |
| OSAIC HOLDINGS, INC. | $2.0M | 93,904 | 0.00% | 17q | +15.2%+$259.4K |
| STIFEL FINANCIAL CORP | $1.5M | 72,758 | 0.00% | 11q | -14.5%-$259.2K |
| Key Financial Inc | $1.5M | 71,944 | 0.25% | 13q | -31.9%-$708.7K |
| Integrated Wealth Concepts LLC | $1.5M | 71,542 | 0.01% | 11q | +62.1%+$574.9K |
| JANE STREET GROUP, LLC | $1.4M | 65,649 | 0.00% | 20q | -0.6%-$8.2K |
| HUNTINGTON NATIONAL BANK | $1.3M | 62,405 | 0.01% | 9q | +30.2%+$303.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.3M | 60,488 | 0.01% | 6q | +7.9%+$92.4K |
| MML INVESTORS SERVICES, LLC | $1.2M | 57,332 | 0.00% | 7q | +14.8%+$155.1K |
| Farmers National Bank | $1.2M | 57,080 | 0.25% | 13q | +2.5%+$29.2K |
| VestGen Advisors, LLC | $1.1M | 50,598 | 0.03% | 6q | +23.7%+$203.5K |
| Jacobi Capital Management LLC | $982.7K | 46,830 | 0.05% | 9q | +131.5%+$558.2K |
| Equitable Holdings, Inc. | $978.2K | 46,617 | 0.01% | 10q | -5.0%-$51.0K |
| Elequin Capital, LP | $948.3K | 45,191 | 0.03% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $912.8K | 43,500 | 0.00% | 13q | +4.0%+$35.4K |
| MISSION WEALTH MANAGEMENT, LP | $768.4K | 36,616 | 0.01% | new | NEW |
| Marietta Wealth Management, LLC | $713.7K | 34,012 | 0.07% | 5q | HELD |
| Wedmont Private Capital | $707.0K | 33,770 | 0.02% | new | NEW |
| IFG Advisory, LLC | $692.6K | 33,004 | 0.02% | new | NEW |
| SAX WEALTH ADVISORS, LLC | $667.5K | 31,968 | 0.03% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $662.3K | 31,559 | 0.00% | 15q | -0.6%-$4.0K |
| JONES FINANCIAL COMPANIES LLLP | $636.3K | 30,336 | 0.00% | 9q | +21.8%+$113.7K |
| Garrett Wealth Advisory Group, LLC | $614.5K | 29,282 | 0.09% | new | NEW |
| Sequoia Financial Advisors, LLC | $608.0K | 28,975 | 0.00% | 3q | HELD |
| Asset Dedication, LLC | $605.8K | 28,868 | 0.04% | 15q | +3.9%+$22.8K |
| BENJAMIN EDWARDS INC | $582.9K | 27,781 | 0.01% | 3q | +3.5%+$19.7K |
| ROYAL BANK OF CANADA | $471.0K | 22,431 | 0.00% | 19q | +7.9%+$34.6K |
| Cetera Investment Advisers | $430.1K | 20,498 | 0.00% | new | NEW |
| Gradient Capital Advisors, LLC | $413.5K | 19,704 | 0.10% | 15q | HELD |
| Venture Visionary Partners LLC | $382.1K | 18,207 | 0.01% | 16q | HELD |
| HUB Investment Partners, LLC | $343.4K | 16,366 | 0.01% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $318.7K | 15,186 | 0.00% | new | NEW |
| Heritage Trust Co | $292.8K | 13,953 | 0.03% | 2q | +16.1%+$40.6K |
| Crews Bank & Trust | $278.4K | 13,265 | 0.04% | 7q | +40.2%+$79.8K |
| NewEdge Advisors, LLC | $269.7K | 12,850 | 0.00% | 6q | HELD |
| Beacon Pointe Advisors, LLC | $257.2K | 12,256 | 0.00% | 11q | HELD |
| Global Financial Private Client, LLC | $256.2K | 12,208 | 0.07% | 2q | HELD |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $251.0K | 11,961 | 0.02% | new | NEW |
| Intentional Wealth Strategies, LLC | $247.8K | 11,809 | 0.23% | 2q | -6.5%-$17.3K |
| OneAscent Financial Services LLC | $243.6K | 11,608 | 0.01% | 2q | HELD |
| Vestmark Advisory Solutions, Inc. | $239.0K | 11,390 | 0.00% | 2q | HELD |
| World Investment Advisors | $237.8K | 11,390 | 0.00% | 2q | HELD |
| COOKSON PEIRCE & CO INC | $217.3K | 10,353 | 0.01% | 3q | +7.7%+$15.5K |
| CGN Advisors LLC | $200.9K | 9,572 | 0.01% | 17q | -4.8%-$10.0K |
| HARBOUR INVESTMENTS, INC. | $199.7K | 9,517 | 0.00% | 4q | HELD |
| Addison Advisors LLC | $190.2K | 9,064 | 0.09% | 13q | -61.8%-$307.2K |
| ATLAS CAPITAL ADVISORS INC. | $146.9K | 7,000 | 0.01% | new | NEW |
| Larson Financial Group LLC | $127.1K | 6,055 | 0.00% | 6q | HELD |
| Aptus Capital Advisors, LLC | $113.0K | 5,383 | 0.00% | 10q | -10.4%-$13.1K |
| Colonial Trust Advisors | $83.9K | 4,000 | 0.01% | new | NEW |
| NorthAvenue LLC | $71.3K | 3,399 | 0.05% | 3q | +38.6%+$19.9K |
| Plante Moran Financial Advisors, LLC | $50.5K | 2,406 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $49.4K | 2,352 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $47.0K | 2,238 | 0.00% | 4q | +148.4%+$28.1K |
| First Command Advisory Services, Inc. | $42.6K | 2,031 | 0.00% | 10q | -69.8%-$98.7K |
| PRIVATE TRUST CO NA | $36.3K | 1,730 | 0.00% | new | NEW |
| IMA Advisory Services, Inc. | $31.5K | 1,500 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $28.8K | 1,370 | 0.00% | 9q | +43.0%+$8.6K |
| HARBOR INVESTMENT ADVISORY, LLC | $12.0K | 570 | 0.00% | new | NEW |
| IFP Advisors, Inc | $10.0K | 476 | 0.00% | 2q | +75.0%+$4.3K |
| Trust Co | $6.7K | 318 | 0.00% | 3q | -28.2%-$2.6K |
| FMR LLC | $4.4K | 212 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $734 | 34,948 | 0.00% | 3q | +143.6% |
| Capital Analysts, LLC | $187 | 8,892 | 0.00% | 9q | 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 | 85 | $126.7M | 6,039,967 | 17 | 35 | 17 | 0.0% |
| Q1 2026 | 74 | $120.6M | 5,774,720 | 9 | 39 | 13 | 0.0% |
| Q4 2025 | 74 | $110.3M | 5,219,521 | 6 | 41 | 10 | 0.0% |
| Q3 2025 | 70 | $84.1M | 4,005,139 | 14 | 34 | 13 | 0.0% |
| Q2 2025 | 56 | $66.8M | 3,239,510 | 4 | 28 | 16 | 0.0% |
| Q1 2025 | 57 | $65.8M | 3,172,201 | 6 | 31 | 13 | 0.0% |
| Q4 2024 | 55 | $55.4M | 2,646,652 | 6 | 29 | 9 | 0.0% |
| Q3 2024 | 49 | $46.6M | 2,187,479 | 8 | 25 | 7 | 0.0% |
| Q2 2024 | 42 | $39.3M | 1,872,678 | 6 | 20 | 12 | 0.0% |
| Q1 2024 | 37 | $38.9M | 1,824,383 | 6 | 20 | 8 | 0.0% |
| Q4 2023 | 33 | $33.7M | 1,556,500 | 9 | 14 | 5 | 0.0% |
| Q3 2023 | 22 | $19.9M | 996,198 | 2 | 13 | 1 | 0.0% |
| Q2 2023 | 21 | $16.8M | 795,994 | 3 | 11 | 5 | 0.0% |
| Q1 2023 | 19 | $10.6M | 493,689 | 1 | 12 | 3 | 0.0% |
| Q4 2022 | 17 | $10.8M | 520,976 | 5 | 6 | 1 | 0.0% |
| Q3 2022 | 15 | $9.8M | 497,291 | 5 | 4 | 4 | 0.0% |
| Q2 2022 | 12 | $16.5M | 795,270 | 3 | 5 | 3 | 0.0% |
| Q1 2022 | 8 | $8.2M | 366,855 | 4 | 1 | 1 | 0.0% |
| Q4 2021 | 4 | $1.4M | 55,757 | 3 | 1 | 0 | 0.0% |
| Q3 2021 | 1 | $247.0K | 9,997 | 1 | 0 | 0 | 0.0% |