Who Owns INVESCO EXCH TRD SLF IDX FD (BSMW)? -- Institutional Holders (2026-06-30)
76 institutions reported holding $130.1M of INVESCO EXCH TRD SLF IDX FD (BSMW) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($13.0M), LPL Financial LLC ($11.5M), Stratos Wealth Advisors, LLC ($7.1M), Lido Advisors, LLC ($7.0M), Atlantic Union Bankshares Corp ($6.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $13.0M | 516,887 | Added |
| 2 | LPL Financial LLC | $11.5M | 458,971 | Added |
| 3 | Stratos Wealth Advisors, LLC | $7.1M | 281,549 | Added |
| 4 | Lido Advisors, LLC | $7.0M | 279,328 | Added |
| 5 | Atlantic Union Bankshares Corp | $6.9M | 274,117 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $5.9M | 233,494 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $5.7M | 228,408 | Added |
| 8 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.0M | 197,253 | Trimmed |
| 9 | PRECEDENT WEALTH PARTNERS, LLC | $4.4M | 173,161 | Added |
| 10 | Invesco Ltd. | $4.3M | 172,867 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $4.0M | 157,369 | Added |
| 12 | UBS Group AG | $3.9M | 153,350 | Added |
| 13 | Hills Bank & Trust Co | $3.6M | 143,604 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 125,681 | Added |
| 15 | MONECO Advisors, LLC | $3.0M | 120,153 | Added |
| 16 | Envision Financial Planning, LLC | $3.0M | 120,053 | Added |
| 17 | Legacy Private Trust Co. | $2.9M | 115,658 | Added |
| 18 | Kestra Advisory Services, LLC | $2.7M | 109,126 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $2.7M | 107,760 | Added |
| 20 | HighTower Advisors, LLC | $2.4M | 96,848 | Trimmed |
| 21 | Clark Asset Management, LLC | $2.2M | 88,780 | Added |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0M | 80,257 | Added |
| 23 | OSAIC HOLDINGS, INC. | $1.6M | 63,386 | Added |
| 24 | Key Financial Inc | $1.4M | 54,685 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $1.3M | 50,527 | Added |
Source: SEC Form 13F filings · as of 2026-06-30