INVESCO EXCH TRD SLF IDX FD (BSSX)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
69
Reporting holders
$82.2M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $7.5M | 291,269 | 0.00% | 10q | +10.6%+$717.8K |
| Atlantic Union Bankshares Corp | $6.0M | 233,605 | 0.10% | 8q | +26.0%+$1.2M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.7M | 220,399 | 0.09% | 10q | -7.3%-$450.7K |
| BANK OF AMERICA CORP /DE/ | $5.1M | 197,195 | 0.00% | 9q | +18.0%+$776.4K |
| RAYMOND JAMES FINANCIAL INC | $4.3M | 168,398 | 0.00% | 7q | HELD |
| PRECEDENT WEALTH PARTNERS, LLC | $4.0M | 156,010 | 0.67% | 6q | +7.8%+$290.8K |
| Kestra Advisory Services, LLC | $3.9M | 152,003 | 0.01% | 10q | -2.5%-$101.0K |
| HighTower Advisors, LLC | $3.5M | 134,180 | 0.00% | 6q | +15.7%+$469.6K |
| Hills Bank & Trust Co | $3.5M | 133,998 | 0.15% | 4q | +27.3%+$741.6K |
| Legacy Private Trust Co. | $2.9M | 112,436 | 0.16% | 3q | +76.1%+$1.3M |
| Envision Financial Planning, LLC | $2.8M | 108,391 | 0.91% | 10q | +6.4%+$167.2K |
| Sequoia Financial Advisors, LLC | $2.6M | 101,789 | 0.01% | 3q | -7.7%-$220.3K |
| Invesco Ltd. | $2.3M | 90,969 | 0.00% | 11q | +2.1%+$49.2K |
| MORGAN STANLEY | $2.3M | 90,685 | 0.00% | 10q | +19.0%+$373.9K |
| Clark Asset Management, LLC | $1.3M | 51,238 | 0.10% | 4q | +39.0%+$370.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3M | 50,877 | 0.00% | 8q | +34.3%+$335.5K |
| Lido Advisors, LLC | $1.3M | 50,600 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $1.2M | 47,579 | 0.00% | 11q | +83.3%+$558.2K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 47,011 | 0.00% | 10q | +10.5%+$114.8K |
| Key Financial Inc | $1.2M | 45,809 | 0.19% | 9q | +10.7%+$114.2K |
| STIFEL FINANCIAL CORP | $1.2M | 44,721 | 0.00% | 6q | -17.3%-$240.7K |
| AMERIPRISE FINANCIAL INC | $1.0M | 38,870 | 0.00% | 2q | -20.5%-$259.3K |
| JANE STREET GROUP, LLC | $999.7K | 38,739 | 0.00% | 11q | +64.0%+$390.2K |
| Jacobi Capital Management LLC | $985.1K | 38,173 | 0.05% | 9q | +131.7%+$560.0K |
| UBS Group AG | $934.1K | 36,200 | 0.00% | 5q | +7.0%+$61.0K |
| VestGen Advisors, LLC | $700.7K | 27,155 | 0.02% | 2q | +157.0%+$428.1K |
| SAX WEALTH ADVISORS, LLC | $641.8K | 25,250 | 0.03% | new | NEW |
| IMA Advisory Services, Inc. | $636.7K | 24,672 | 0.04% | new | NEW |
| Wedmont Private Capital | $590.7K | 22,950 | 0.02% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $584.6K | 22,693 | 0.00% | 6q | +13.8%+$71.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $563.6K | 21,841 | 0.00% | 11q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $534.0K | 20,701 | 0.03% | 7q | -17.7%-$114.4K |
| ROYAL BANK OF CANADA | $508.0K | 19,697 | 0.00% | 11q | -3.4%-$18.0K |
| D.A. DAVIDSON & CO. | $446.7K | 17,310 | 0.00% | 7q | +13.5%+$53.2K |
| Cetera Investment Advisers | $430.5K | 16,684 | 0.00% | 3q | +41.9%+$127.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $430.3K | 16,690 | 0.00% | 4q | +9.2%+$36.4K |
| MONECO ADVISORS, LLC | $406.1K | 15,738 | 0.02% | 5q | HELD |
| Tassel Capital Management, Inc. | $396.7K | 15,372 | 0.19% | 4q | +0.8%+$3.3K |
| VIRTUE ASSET MANAGEMENT LLC | $381.5K | 14,784 | 0.27% | 4q | +7.6%+$26.8K |
| CAPTRUST FINANCIAL ADVISORS | $377.8K | 14,641 | 0.00% | 4q | +7.1%+$25.0K |
| MML INVESTORS SERVICES, LLC | $340.9K | 13,212 | 0.00% | 6q | +41.6%+$100.2K |
| NewEdge Advisors, LLC | $335.5K | 13,000 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $320.7K | 12,428 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $318.5K | 12,344 | 0.00% | 4q | +11.0%+$31.6K |
| Asset Dedication, LLC | $317.0K | 12,284 | 0.02% | 10q | +14.2%+$39.5K |
| Bill Few Associates, Inc. | $307.6K | 11,919 | 0.07% | 11q | HELD |
| Addison Advisors LLC | $298.4K | 11,565 | 0.14% | 11q | -40.5%-$202.9K |
| Crews Bank & Trust | $278.0K | 10,775 | 0.04% | 7q | +40.7%+$80.4K |
| WELLS FARGO & COMPANY/MN | $257.6K | 9,984 | 0.00% | 2q | -1.5%-$3.9K |
| Opulen Financial Group LLC | $251.2K | 9,736 | 0.16% | 7q | +0.8%+$2.1K |
| Intentional Wealth Strategies, LLC | $238.4K | 9,238 | 0.22% | 2q | -1.4%-$3.5K |
| Integrated Wealth Concepts LLC | $237.5K | 9,205 | 0.00% | new | NEW |
| COOKSON PEIRCE & CO INC | $217.7K | 8,437 | 0.01% | new | NEW |
| DWM Financial Group, Inc. | $213.8K | 8,268 | 0.19% | new | NEW |
| IFG Advisory, LLC | $212.2K | 8,223 | 0.01% | new | NEW |
| IFP Advisors, Inc | $206.4K | 8,000 | 0.00% | 4q | HELD |
| Beacon Pointe Advisors, LLC | $200.2K | 7,757 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $198.7K | 7,700 | 0.01% | 11q | HELD |
| Larson Financial Group LLC | $127.0K | 4,922 | 0.00% | 6q | HELD |
| ATLAS CAPITAL ADVISORS INC. | $103.2K | 4,000 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $99.1K | 3,840 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $72.8K | 2,820 | 0.00% | 2q | HELD |
| First Command Advisory Services, Inc. | $53.8K | 2,085 | 0.00% | 10q | -62.2%-$88.4K |
| HUNTINGTON NATIONAL BANK | $51.6K | 2,000 | 0.00% | 9q | HELD |
| Plante Moran Financial Advisors, LLC | $50.3K | 1,951 | 0.00% | new | NEW |
| NorthAvenue LLC | $38.2K | 1,482 | 0.03% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $10.3K | 400 | 0.00% | 8q | HELD |
| Geneos Wealth Management Inc. | $6.2K | 240 | 0.00% | 7q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5.9K | 228 | 0.00% | 4q | 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 | 69 | $82.2M | 3,185,365 | 13 | 31 | 11 | 0.0% |
| Q1 2026 | 63 | $73.2M | 2,881,277 | 8 | 27 | 14 | 0.0% |
| Q4 2025 | 63 | $71.4M | 2,762,237 | 6 | 33 | 6 | 0.0% |
| Q3 2025 | 58 | $58.1M | 2,273,770 | 14 | 27 | 8 | 0.0% |
| Q2 2025 | 45 | $46.2M | 1,841,479 | 4 | 18 | 12 | 0.0% |
| Q1 2025 | 50 | $48.9M | 1,931,982 | 8 | 22 | 11 | 0.0% |
| Q4 2024 | 43 | $36.4M | 1,413,036 | 7 | 20 | 3 | 0.0% |
| Q3 2024 | 38 | $30.2M | 1,146,057 | 9 | 17 | 2 | 0.0% |
| Q2 2024 | 29 | $19.2M | 742,426 | 8 | 13 | 5 | 0.0% |
| Q1 2024 | 19 | $15.1M | 575,499 | 11 | 3 | 1 | 0.0% |
| Q4 2023 | 9 | $5.2M | 193,443 | 8 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $4.9K | 200,400 | 1 | 0 | 0 | 0.0% |