ko.io
Terminal · Stocks

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

324 institutions reported holding $2.13B of INVESCO EXCH TRD SLF IDX FD (BSCU) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($181.6M), Aptus Capital Advisors, LLC ($156.3M), Lido Advisors, LLC ($139.1M), Waverly Advisors, LLC ($92.8M), LPL Financial LLC ($92.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$181.6M10.9MAdded
2Aptus Capital Advisors, LLC$156.3M9.4MAdded
3Lido Advisors, LLC$139.1M8.4MTrimmed
4Waverly Advisors, LLC$92.8M5.6MAdded
5LPL Financial LLC$92.3M5.5MAdded
6RAYMOND JAMES FINANCIAL INC$92.1M5.5MAdded
7Invesco Ltd.$78.3M4.7MAdded
8Clearstead Advisors, LLC$65.1M3.9MAdded
9WELLS FARGO & COMPANY/MN$59.0M3.5MAdded
10Atlantic Union Bankshares Corp$53.3M3.2MAdded
11BANK OF AMERICA CORP /DE/$48.9M2.9MAdded
12Royal Bank of Canada$46.9M2.8MAdded
13UBS Group AG$40.8M2.4MAdded
14HENGEHOLD CAPITAL MANAGEMENT LLC$38.1M2.3MAdded
15&PARTNERS$32.7M2.0MAdded
16TLWM$30.8M1.9MAdded
17Brookstone Capital Management$30.0M1.8MTrimmed
18MAI Capital Management$28.9M1.7MAdded
19IMA Advisory Services, Inc.$26.3M1.6MAdded
20SHUFRO ROSE & CO LLC$25.7M1.5MNew
21MONECO Advisors, LLC$25.6M1.5MAdded
22Clark Asset Management, LLC$23.3M1.4MAdded
23Baird Financial Group, Inc.$21.8M1.3MAdded
24ENVESTNET ASSET MANAGEMENT INC$21.6M1.3MAdded
25Capital Investment Counsel, LLC$21.0M1.3MAdded

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