Who Owns INVESCO EXCH TRD SLF IDX FD (BSMY)? -- Institutional Holders (2026-06-30)
56 institutions reported holding $78.1M of INVESCO EXCH TRD SLF IDX FD (BSMY) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($7.5M), RAYMOND JAMES FINANCIAL INC ($6.9M), LPL Financial LLC ($6.9M), BCS Wealth Management ($5.8M), Atlantic Union Bankshares Corp ($4.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $7.5M | 303,465 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $6.9M | 280,417 | Trimmed |
| 3 | LPL Financial LLC | $6.9M | 279,144 | Added |
| 4 | BCS Wealth Management | $5.8M | 234,983 | Added |
| 5 | Atlantic Union Bankshares Corp | $4.8M | 192,723 | Added |
| 6 | Lido Advisors, LLC | $3.5M | 140,228 | New |
| 7 | Hills Bank & Trust Co | $3.3M | 134,061 | Added |
| 8 | NESTEGG ADVISORS, INC. | $3.1M | 124,044 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $3.0M | 122,603 | Added |
| 10 | Envision Financial Planning, LLC | $3.0M | 122,522 | Added |
| 11 | HighTower Advisors, LLC | $3.0M | 121,349 | Added |
| 12 | D.A. DAVIDSON & CO. | $2.5M | 102,325 | Added |
| 13 | Invesco Ltd. | $2.4M | 96,218 | Added |
| 14 | Kestra Advisory Services, LLC | $2.0M | 81,720 | Added |
| 15 | MORGAN STANLEY | $1.4M | 55,820 | Added |
| 16 | MONECO Advisors, LLC | $1.3M | 51,523 | Added |
| 17 | STIFEL FINANCIAL CORP | $1.3M | 50,886 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $1.2M | 48,934 | Added |
| 19 | Clark Asset Management, LLC | $1.1M | 46,519 | Added |
| 20 | Elequin Capital, LP | $1.0M | 42,043 | New |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $970,815 | 39,382 | Added |
| 22 | Key Financial Inc | $878,079 | 35,620 | Added |
| 23 | Jacobi Capital Management LLC | $861,563 | 34,950 | Added |
| 24 | PRECEDENT WEALTH PARTNERS, LLC | $842,434 | 34,174 | Added |
| 25 | UBS Group AG | $731,099 | 29,658 | Added |
Source: SEC Form 13F filings · as of 2026-06-30