Who Owns INVESCO EXCH TRD SLF IDX FD (BSCV)? -- Institutional Holders (2026-06-30)
234 institutions reported holding $1.37B of INVESCO EXCH TRD SLF IDX FD (BSCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($177.5M), MORGAN STANLEY ($125.8M), RAYMOND JAMES FINANCIAL INC ($70.3M), LPL Financial LLC ($57.5M), Atlantic Union Bankshares Corp ($50.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Aptus Capital Advisors, LLC | $177.5M | 10.8M | Added |
| 2 | MORGAN STANLEY | $125.8M | 7.7M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $70.3M | 4.3M | Added |
| 4 | LPL Financial LLC | $57.5M | 3.5M | Added |
| 5 | Atlantic Union Bankshares Corp | $50.3M | 3.1M | Added |
| 6 | Invesco Ltd. | $40.1M | 2.4M | Added |
| 7 | Avior Wealth Management, LLC | $39.3M | 2.4M | Trimmed |
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | $39.2M | 2.4M | Added |
| 9 | WELLS FARGO & COMPANY/MN | $35.8M | 2.2M | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $35.7M | 2.2M | Added |
| 11 | UBS Group AG | $29.8M | 1.8M | Added |
| 12 | Royal Bank of Canada | $27.0M | 1.6M | Added |
| 13 | MONECO Advisors, LLC | $25.9M | 1.6M | Added |
| 14 | &PARTNERS | $25.7M | 1.6M | Added |
| 15 | Capital Investment Counsel, LLC | $21.9M | 1.3M | Added |
| 16 | STIFEL FINANCIAL CORP | $21.5M | 1.3M | Added |
| 17 | Headland Capital, LLC | $21.4M | 1.3M | Added |
| 18 | Waverly Advisors, LLC | $20.6M | 1.3M | Added |
| 19 | Clark Asset Management, LLC | $18.8M | 1.1M | Added |
| 20 | Baird Financial Group, Inc. | $17.3M | 1.1M | Added |
| 21 | Janney Montgomery Scott LLC | $16.9M | 1.0M | Added |
| 22 | GPM Growth Investors, Inc. | $16.3M | 991,889 | New |
| 23 | MAI Capital Management | $16.0M | 974,092 | Added |
| 24 | Legacy Financial Group LLC | $13.9M | 846,268 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 750,708 | Added |
Source: SEC Form 13F filings · as of 2026-06-30