Who Owns INVESCO EXCH TRD SLF IDX FD (BSCY)? -- Institutional Holders (2026-06-30)
102 institutions reported holding $416.4M of INVESCO EXCH TRD SLF IDX FD (BSCY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($72.6M), RAYMOND JAMES FINANCIAL INC ($59.4M), LPL Financial LLC ($29.2M), UBS Group AG ($27.4M), WELLS FARGO & COMPANY/MN ($24.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Aptus Capital Advisors, LLC | $72.6M | 3.5M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $59.4M | 2.9M | Added |
| 3 | LPL Financial LLC | $29.2M | 1.4M | Added |
| 4 | UBS Group AG | $27.4M | 1.3M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $24.7M | 1.2M | Added |
| 6 | Invesco Ltd. | $19.2M | 929,003 | Added |
| 7 | COOKSON PEIRCE & CO INC | $10.8M | 521,282 | Added |
| 8 | MORGAN STANLEY | $8.7M | 420,637 | Trimmed |
| 9 | Clark Asset Management, LLC | $8.4M | 404,980 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $8.0M | 384,106 | Added |
| 11 | CITADEL ADVISORS LLC | $7.5M | 363,902 | Added |
| 12 | BCS Wealth Management | $7.2M | 346,682 | Added |
| 13 | DWM Financial Group, Inc. | $6.6M | 314,148 | New |
| 14 | Modern Wealth Management, LLC | $6.5M | 314,604 | Added |
| 15 | JANE STREET GROUP, LLC | $6.1M | 293,939 | Added |
| 16 | Janney Montgomery Scott LLC | $5.6M | 273,065 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $5.3M | 258,153 | Added |
| 18 | GILL CAPITAL PARTNERS, LLC | $5.1M | 246,767 | Added |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 244,503 | Added |
| 20 | Equitable Holdings, Inc. | $5.0M | 240,123 | Trimmed |
| 21 | MAI Capital Management | $4.7M | 229,802 | Added |
| 22 | STEPHENS INC /AR/ | $4.5M | 216,612 | Added |
| 23 | OSAIC HOLDINGS, INC. | $4.3M | 208,785 | Added |
| 24 | Royal Bank of Canada | $3.9M | 188,296 | Added |
| 25 | Asset Dedication, LLC | $3.8M | 186,136 | Added |
Source: SEC Form 13F filings · as of 2026-06-30