BSMR — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSMR)? 10 institutions reported holding $5.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Private Trust Co. ($2.3M), Sarver Vrooman Wealth Advisors ($840,183), Tlwm ($565,635).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Private Trust Co. | $2.3M | 97,538 | Trimmed |
| 2 | Sarver Vrooman Wealth Advisors | $840,183 | 36,117 | Hold |
| 3 | TLWM | $565,635 | 24,315 | Added |
| 4 | Horizons Wealth Management | $480,237 | 20,644 | Added |
| 5 | Bill Few Associates, Inc. | $398,236 | 17,119 | Hold |
| 6 | Cambridge Financial Group, LLC | $397,578 | 16,818 | Hold |
| 7 | Invariant Investment Management | $249,098 | 10,691 | Added |
| 8 | Farther Finance Advisors, LLC | $169,167 | 7,272 | Trimmed |
| 9 | Trust Co | $6,621 | 285 | Hold |
| 10 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30