BSCR — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026

Name: Who Owns BSCR? 26 Institutions Hold $77M (Q3 2026)
Creator: ko.io

Who owns Invesco Exch Trd Slf Idx Fd (BSCR)? 26 institutions reported holding $77.01M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tlwm ($28.9M), Ledgewood Wealth Advisors, LLC ($11.0M), Legacy Private Trust Co. ($10.8M).

Rank	Institution	Value	Shares	Change
1	TLWM	$28.9M	1.5M	Added
2	Ledgewood Wealth Advisors, LLC	$11.0M	562,979	Added
3	Legacy Private Trust Co.	$10.8M	554,202	Added
4	Red Spruce Capital, LLC	$10.1M	515,804	Trimmed
5	S.E.E.D. Planning Group LLC	$4.2M	214,427	Trimmed
6	Horizons Wealth Management	$4.0M	204,575	Added
7	RVW Wealth, LLC	$1.5M	77,469	Added
8	Decker Wealth Management LLC	$1.3M	66,010	Added
9	Apella Capital, LLC	$1.3M	65,664	Added
10	Kessler Investment Group, LLC	$1.2M	59,887	Added
11	Farther Finance Advisors, LLC	$959,503	49,092	Trimmed
12	Ballew Advisors, Inc	$702,950	35,947	Hold
13	SigFig Wealth Management, LLC	$237,824	12,168	Trimmed
14	Nautilus Advisors LLC	$225,080	11,516	Hold
15	FC Advisory LLC	$221,569	11,336	Added
16	EASTERN BANK	$118,795	6,078	Hold
17	Marquette Asset Management, LLC	$80,252	4,106	Hold
18	Sarver Vrooman Wealth Advisors	$62,779	3,212	Hold
19	Davis Capital Management	$30,432	1,557	Trimmed
20	CX Institutional	$30,000	1,530	Added
21	GAMMA Investing LLC	$19,213	983	Added
22	ARMSTRONG ADVISORY GROUP, INC	$8,170	418	Trimmed
23	Venture Visionary Partners LLC	$0	0	Exited
24	Apeiron RIA LLC	$0	0	Exited
25	Wedmont Private Capital	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30