BSMVINVESCO EXCH TRD SLF IDX FD
CUSIP 46138J411 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Trd Slf Idx Fd (BSMV) has 78 institutional holders in Filings Flow’s 13F database, together reporting 5.55M shares worth $116M as of Q1 2026. The largest reported holders are Hills Bank & Trust Co, Hightower Advisors, LLC, and Morgan Stanley.
Institutional Holders
78
Q1 2026
Reported Value
$116M
Ticker
BSMV
Quarters Tracked
19
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hills Bank & Trust Co$2.1B AUM | 0.48% | $10M | 479.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 302.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 257.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 255.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 234.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 233.4K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.13% | $5M | 223.1K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $4M | 204.8K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.84% | $4M | 202.0K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 195.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 192.7K | Q1 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 1.07% | $4M | 188.6K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.08% | $4M | 188.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 141.6K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.22% | $3M | 134.6K | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 0.83% | $2M | 110.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 108.5K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.39% | $2M | 105.7K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 0.27% | $2M | 102.0K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.18% | $2M | 93.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 91.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 85.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 81.5K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.04% | $2M | 75.1K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.11% | $2M | 72.7K | Q4 2025OLDER |
| Coastline Complete Wealth LLC$161M AUM | 0.93% | $1M | 71.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 66.0K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 64.6K | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.57% | $1M | 62.6K | Q2 2025OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.08% | $1M | 60.5K | Q1 2026 |
| Farmers National Bank$453M AUM | 0.26% | $1M | 55.7K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 56.2K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 56.1K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.03% | $1M | 51.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 49.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 49.0K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $1M | 47.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $921,780 | 44.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $873,040 | 41.8K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $859,153 | 40.9K | Q1 2026 |
| Sterling Financial Group, Inc.$316M AUM | 0.24% | $762,033 | 36.3K | Q3 2025OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.08% | $710,181 | 34.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $662,940 | 31.8K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $605,007 | 29.0K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.04% | $580,118 | 27.8K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $560,379 | 26.8K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.04% | $551,000 | 26.0K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $517,941 | 24.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $514,215 | 24.3K | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.11% | $494,947 | 23.7K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.02% | $454,488 | 21.5K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $434,000 | 20.8K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $422,406 | 20.2K | Q1 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 0.11% | $411,425 | 19.7K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $379,707 | 18.2K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $379,644 | 18.0K | Q4 2025OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.11% | $321,515 | 15.4K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $300,000 | 14.3K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $281,446 | 13.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $268,312 | 12.8K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.25% | $263,823 | 12.6K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 0.17% | $263,196 | 12.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $255,909 | 12.3K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.08% | $254,907 | 12.2K | Q1 2026 |
| Heritage Trust Co$997M AUM | 0.03% | $250,960 | 12.0K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $243,255 | 11.7K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $237,827 | 11.4K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $237,827 | 11.4K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.02% | $209,847 | 10.1K | Q1 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.01% | $200,702 | 9.6K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $198,718 | 9.5K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.03% | $197,528 | 9.5K | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.00% | $186,000 | 8.9K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $157,604 | 7.5K | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.02% | $141,604 | 6.7K | Q4 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $140,621 | 6.7K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $139,898 | 6.7K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $126,430 | 6.1K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $125,470 | 6.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $112,950 | 5.4K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $67,421 | 3.2K | Q3 2025OLDER |
| NorthAvenue LLC$126M AUM | 0.04% | $51,199 | 2.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $20,000 | 958 | Q1 2026 |
| YANKCOM Partnership$243M AUM | 0.01% | $19,634 | 929 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $18,867 | 901 | Q1 2026 |
| Collier Financial$131M AUM | 0.01% | $18,259 | 869 | Q3 2025OLDER |
| Trust Co$1.1B AUM | 0.00% | $9,250 | 443 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $6,598 | 320 | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $5,841 | 278 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,679 | 272 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $4,427 | 212 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $4,030 | 193 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,320 | 159 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.