BSMT — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSMT)? 10 institutions reported holding $5.37M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($2.1M), Legacy Private Trust Co. ($1.4M), Tlwm ($558,809).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.1M | 93,965 | Trimmed |
| 2 | Legacy Private Trust Co. | $1.4M | 64,920 | Trimmed |
| 3 | TLWM | $558,809 | 25,100 | Added |
| 4 | Horizons Wealth Management | $518,267 | 23,279 | Trimmed |
| 5 | Invariant Investment Management | $378,228 | 16,966 | Added |
| 6 | Bill Few Associates, Inc. | $290,803 | 13,062 | Hold |
| 7 | Farther Finance Advisors, LLC | $71,799 | 3,225 | Trimmed |
| 8 | MassMutual Private Wealth & Trust, FSB | $6,568 | 295 | Hold |
| 9 | Trust Co | $6,492 | 292 | Hold |
| 10 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30