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

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

370 institutions reported holding $2.19B of INVESCO EXCH TRD SLF IDX FD (BSCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($178.3M), WELLS FARGO & COMPANY/MN ($127.6M), Lido Advisors, LLC ($108.2M), RAYMOND JAMES FINANCIAL INC ($101.2M), LPL Financial LLC ($100.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$178.3M	9.6M	Added
2	WELLS FARGO & COMPANY/MN	$127.6M	6.9M	Added
3	Lido Advisors, LLC	$108.2M	5.8M	Trimmed
4	RAYMOND JAMES FINANCIAL INC	$101.2M	5.5M	Added
5	LPL Financial LLC	$100.6M	5.4M	Added
6	Clearstead Advisors, LLC	$68.1M	3.7M	Added
7	BANK OF AMERICA CORP /DE/	$67.9M	3.7M	Added
8	Invesco Ltd.	$66.9M	3.6M	Added
9	UBS Group AG	$51.8M	2.8M	Added
10	Royal Bank of Canada	$51.1M	2.7M	Added
11	Avior Wealth Management, LLC	$43.8M	2.4M	Trimmed
12	MAI Capital Management	$42.6M	2.3M	Added
13	MANCHESTER FINANCIAL INC	$42.3M	2.3M	Added
14	ENVESTNET ASSET MANAGEMENT INC	$42.3M	2.3M	Added
15	TLWM	$29.7M	1.6M	Added
16	STIFEL FINANCIAL CORP	$29.2M	1.6M	Added
17	RiverFront Investment Group, LLC	$27.4M	1.5M	Added
18	OSAIC HOLDINGS, INC.	$27.1M	1.5M	Added
19	MONECO Advisors, LLC	$27.0M	1.5M	Added
20	Clark Asset Management, LLC	$26.1M	1.4M	Added
21	DAVIS R M INC	$23.0M	1.2M	Added
22	Atlantic Union Bankshares Corp	$22.9M	1.2M	Added
23	Brookstone Capital Management	$22.6M	1.2M	Trimmed
24	Janney Montgomery Scott LLC	$22.3M	1.2M	Added
25	Baird Financial Group, Inc.	$22.2M	1.2M	Added

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