INVESCO EXCH TRD SLF IDX FD (BSMZ)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
36
Reporting holders
$33.6M
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 |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.3M | 206,255 | 0.08% | 2q | -7.6%-$432.3K |
| Atlantic Union Bankshares Corp | $4.8M | 188,415 | 0.08% | 3q | +36.1%+$1.3M |
| LPL Financial LLC | $4.6M | 180,678 | 0.00% | 3q | +20.1%+$775.4K |
| Invesco Ltd. | $2.4M | 94,298 | 0.00% | 3q | +5.3%+$122.4K |
| HighTower Advisors, LLC | $1.6M | 61,839 | 0.00% | 2q | +53.8%+$554.4K |
| Equitable Holdings, Inc. | $1.2M | 47,096 | 0.01% | 3q | +32.0%+$292.9K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 43,238 | 0.00% | 3q | +13.7%+$133.5K |
| STIFEL FINANCIAL CORP | $997.1K | 38,897 | 0.00% | 3q | -14.3%-$166.2K |
| Hills Bank & Trust Co | $991.9K | 38,693 | 0.04% | new | NEW |
| OSAIC HOLDINGS, INC. | $912.6K | 35,592 | 0.00% | 2q | +187.0%+$594.6K |
| ENVESTNET ASSET MANAGEMENT INC | $901.4K | 35,162 | 0.00% | 3q | +10.3%+$84.4K |
| Key Financial Inc | $868.4K | 33,875 | 0.14% | 3q | +10.9%+$85.6K |
| Jacobi Capital Management LLC | $862.6K | 33,650 | 0.04% | 2q | +187.6%+$562.7K |
| MONECO ADVISORS, LLC | $759.4K | 29,622 | 0.05% | 3q | +113.0%+$402.9K |
| Wedmont Private Capital | $600.3K | 23,550 | 0.02% | new | NEW |
| IFP Advisors, Inc | $594.7K | 23,200 | 0.01% | 2q | +28.9%+$133.3K |
| MGO ONE SEVEN LLC | $557.9K | 21,763 | 0.01% | 3q | HELD |
| Kestra Advisory Services, LLC | $557.4K | 21,743 | 0.00% | 3q | +11.1%+$55.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $435.6K | 17,058 | 0.00% | 3q | +11.7%+$45.7K |
| NewEdge Advisors, LLC | $333.3K | 13,000 | 0.00% | new | NEW |
| Clark Asset Management, LLC | $320.2K | 12,491 | 0.03% | new | NEW |
| MML INVESTORS SERVICES, LLC | $298.7K | 11,650 | 0.00% | 3q | +24.2%+$58.2K |
| AMERIPRISE FINANCIAL INC | $282.0K | 11,002 | 0.00% | new | NEW |
| Addison Advisors LLC | $279.4K | 10,900 | 0.13% | 3q | +74.3%+$119.1K |
| Bill Few Associates, Inc. | $253.0K | 9,870 | 0.05% | new | NEW |
| J.W. COLE ADVISORS, INC. | $247.0K | 9,636 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $239.0K | 9,322 | 0.00% | 3q | +14.4%+$30.1K |
| COOKSON PEIRCE & CO INC | $224.9K | 8,772 | 0.01% | 3q | +6.0%+$12.7K |
| BCS Wealth Management | $218.8K | 8,536 | 0.04% | new | NEW |
| GILL CAPITAL PARTNERS, LLC | $151.8K | 5,920 | 0.04% | 2q | +49.9%+$50.5K |
| IFG Advisory, LLC | $151.2K | 5,900 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $146.0K | 5,702 | 0.00% | 3q | +48.5%+$47.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $142.4K | 5,545 | 0.01% | 3q | HELD |
| Integrated Wealth Concepts LLC | $75.0K | 2,927 | 0.00% | new | NEW |
| Asset Dedication, LLC | $69.2K | 2,698 | 0.00% | 2q | +805.4%+$61.5K |
| MORGAN STANLEY | $39.9K | 1,557 | 0.00% | new | NEW |
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 | 36 | $33.6M | 1,310,052 | 11 | 21 | 2 | 0.0% |
| Q1 2026 | 29 | $26.0M | 1,035,116 | 10 | 14 | 4 | 0.0% |
| Q4 2025 | 23 | $16.0M | 629,813 | 22 | 1 | 0 | 0.0% |
| Q3 2025 | 1 | $904.3K | 35,984 | 1 | 0 | 0 | 0.0% |