Who Owns INVESCO EXCH TRD SLF IDX FD (BSCR)? -- Institutional Holders (2026-06-30)

Name: INVESCO EXCH TRD SLF IDX FD (BSCR) Institutional Holders (2026-06-30)
Creator: ko.io

428 institutions reported holding $3.63B of INVESCO EXCH TRD SLF IDX FD (BSCR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($1.08B), MORGAN STANLEY ($201.3M), UBS Group AG ($150.8M), LPL Financial LLC ($147.2M), WELLS FARGO & COMPANY/MN ($139.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Lido Advisors, LLC	$1.08B	54.9M	Trimmed
2	MORGAN STANLEY	$201.3M	10.3M	Trimmed
3	UBS Group AG	$150.8M	7.7M	Trimmed
4	LPL Financial LLC	$147.2M	7.5M	Added
5	WELLS FARGO & COMPANY/MN	$139.0M	7.1M	Trimmed
6	RAYMOND JAMES FINANCIAL INC	$122.3M	6.2M	Added
7	BANK OF AMERICA CORP /DE/	$112.8M	5.8M	Added
8	Invesco Ltd.	$78.5M	4.0M	Added
9	MAI Capital Management	$61.8M	3.2M	Added
10	SNS Financial Group, LLC	$53.0M	2.7M	Added
11	Royal Bank of Canada	$51.4M	2.6M	Added
12	MML INVESTORS SERVICES, LLC	$42.9M	2.2M	Added
13	Avior Wealth Management, LLC	$42.5M	2.2M	Trimmed
14	Thrivent Financial for Lutherans	$36.5M	1.9M	Added
15	DAVIS R M INC	$35.2M	1.8M	Added
16	OSAIC HOLDINGS, INC.	$31.5M	1.6M	Added
17	MONECO Advisors, LLC	$28.7M	1.5M	Added
18	Brookstone Capital Management	$28.1M	1.4M	Trimmed
19	Atlantic Union Bankshares Corp	$27.8M	1.4M	Added
20	Hills Bank & Trust Co	$27.3M	1.4M	Trimmed
21	TLWM	$26.4M	1.3M	Added
22	Clark Asset Management, LLC	$25.6M	1.3M	Added
23	Baird Financial Group, Inc.	$23.7M	1.2M	Added
24	Kestra Advisory Services, LLC	$23.7M	1.2M	Added
25	STIFEL FINANCIAL CORP	$23.2M	1.2M	Added

Source: SEC Form 13F filings · as of 2026-06-30