BSCWINVESCO EXCH TRD SLF IDX FD
CUSIP 46139W858 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Trd Slf Idx Fd (BSCW) has 167 institutional holders in Filings Flow’s 13F database, together reporting 54.40M shares worth $1.1B as of Q1 2026. The largest reported holders are Aptus Capital Advisors, LLC, Morgan Stanley, and Raymond James Financial Inc.
Institutional Holders
167
Q1 2026
Reported Value
$1.1B
Ticker
BSCW
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sterling Financial Group, Inc.$316M AUM | 6.32% | $20M | 954.8K | Q3 2025OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 5.98% | $14M | 698.9K | Q1 2026 |
| NorthAvenue LLC$126M AUM | 3.81% | $5M | 232.8K | Q1 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 3.41% | $39M | 1.90M | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 3.31% | $12M | 559.5K | Q1 2026 |
| Vishria Bird Financial Group, LLC$510M AUM | 2.82% | $14M | 687.7K | Q3 2025OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 2.70% | $3M | 142.9K | Q1 2026 |
| Kaye Capital Management$260M AUM | 2.34% | $6M | 295.4K | Q2 2025OLDER |
| Ledgewood Wealth Advisors, LLC$188M AUM | 2.25% | $4M | 193.8K | Q1 2026 |
| Farnam Financial LLC$122M AUM | 2.12% | $3M | 125.4K | Q1 2026 |
| Cornerstone Planning, LLC$443M AUM | 2.11% | $9M | 453.4K | Q1 2026 |
| Capital Investment Counsel, LLC$730M AUM | 2.04% | $15M | 722.2K | Q1 2026 |
| Motley Fool Wealth Management, LLC$884M AUM | 1.97% | $17M | 847.6K | Q1 2026 |
| Goepper Burkhardt LLC$299M AUM | 1.95% | $6M | 283.1K | Q1 2026 |
| Opulen Financial Group LLC$142M AUM | 1.87% | $3M | 128.8K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 1.69% | $22M | 1.06M | Q1 2026 |
| Decker Wealth Management LLC$456M AUM | 1.60% | $7M | 348.6K | Q1 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 1.47% | $2M | 118.4K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 1.41% | $180M | 8.75M | Q1 2026 |
| LeClair Wealth Partners LLC$289M AUM | 1.39% | $2M | 114.8K | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 1.32% | $6M | 290.7K | Q1 2026 |
| Carroll Advisory Group, LLC$258M AUM | 1.15% | $3M | 144.2K | Q1 2026 |
| Legacy CG, LLC$360M AUM | 1.12% | $4M | 191.8K | Q4 2025OLDER |
| Clark Asset Management, LLC$1.3B AUM | 1.07% | $11M | 551.6K | Q1 2026 |
| BCS Wealth Management$490M AUM | 1.03% | $5M | 246.0K | Q1 2026 |
| Ark Wealth Advisors LLC$101M AUM | 1.01% | $1M | 49.3K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 0.99% | $4M | 179.5K | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.94% | $1M | 61.5K | Q1 2026 |
| Marietta Wealth Management, LLC$841M AUM | 0.89% | $8M | 364.4K | Q1 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.89% | $3M | 129.8K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 0.88% | $1M | 65.0K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.82% | $43M | 2.07M | Q1 2026 |
| EVEXIA WEALTH LLC$364M AUM | 0.73% | $3M | 128.4K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.52% | $7M | 358.3K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.46% | $3M | 148.4K | Q2 2025OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.45% | $11M | 514.0K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.40% | $701,373 | 34.1K | Q1 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.40% | $2M | 72.9K | Q1 2026 |
| EVERPAR ADVISORS LLC$352M AUM | 0.36% | $1M | 51.3K | Q1 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.34% | $1M | 67.1K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.28% | $1M | 59.2K | Q1 2026 |
| Redmond Asset Management, LLC$366M AUM | 0.28% | $1M | 49.5K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.27% | $1M | 57.6K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 0.27% | $2M | 92.8K | Q1 2026 |
| TLWM$615M AUM | 0.26% | $1M | 69.9K | Q3 2025OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.25% | $2M | 81.8K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.24% | $364,399 | 17.7K | Q1 2026 |
| ETF Store, Inc.$103M AUM | 0.24% | $241,433 | 11.7K | Q1 2026 |
| FCA CORP /TX$354M AUM | 0.22% | $794,471 | 38.6K | Q1 2026 |
| River Wealth Advisors LLC$871M AUM | 0.22% | $2M | 94.6K | Q1 2026 |
| Golden Reserve Retirement LLC$485M AUM | 0.22% | $1M | 52.0K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.20% | $501,377 | 24.4K | Q1 2026 |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.20% | $253,766 | 12.3K | Q1 2026 |
| Elevation Advisory Partners LLC$107M AUM | 0.20% | $212,320 | 10.2K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.19% | $2M | 118.7K | Q1 2026 |
| HEADINVEST, LLC$488M AUM | 0.19% | $904,962 | 44.0K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.18% | $1M | 68.1K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.18% | $458,225 | 22.3K | Q1 2026 |
| Davis Capital Management$169M AUM | 0.15% | $227,949 | 11.1K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.14% | $1M | 50.9K | Q1 2026 |
| Oliver Luxxe Assets LLC$680M AUM | 0.14% | $923,635 | 44.9K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.13% | $443,890 | 21.6K | Q1 2026 |
| DOVER ADVISORS, LLC$242M AUM | 0.13% | $303,136 | 14.7K | Q1 2026 |
| CVFG LLC$804M AUM | 0.12% | $1M | 48.7K | Q1 2026 |
| YANKCOM Partnership$243M AUM | 0.12% | $290,516 | 14.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.12% | $7M | 334.4K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.12% | $1M | 72.4K | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.11% | $452,318 | 22.0K | Q1 2026 |
| Darden Wealth Group Inc$196M AUM | 0.10% | $205,879 | 10.0K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.10% | $19M | 906.1K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.09% | $3M | 145.6K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.08% | $335,192 | 16.3K | Q1 2026 |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.08% | $294,613 | 14.3K | Q1 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.08% | $307,048 | 14.9K | Q1 2026 |
| Heritage Trust Co$997M AUM | 0.08% | $831,564 | 40.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.08% | $7M | 353.2K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.07% | $2M | 109.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.07% | $14M | 675.7K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.07% | $311,537 | 15.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 79.8K | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.06% | $171,415 | 8.3K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.06% | $5M | 223.2K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.06% | $6M | 292.5K | Q1 2026 |
| Allen Capital Group, LLC$1.1B AUM | 0.05% | $613,458 | 29.8K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.05% | $3M | 151.8K | Q1 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 0.05% | $204,500 | 9.9K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $701,820 | 34.1K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.05% | $2M | 99.9K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.05% | $422,738 | 20.5K | Q1 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.05% | $350,745 | 16.8K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.04% | $8M | 378.6K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.04% | $234,769 | 11.2K | Q4 2025OLDER |
| DAVIS R M INC$5.6B AUM | 0.04% | $2M | 109.2K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.03% | $2M | 80.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 135.6K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.03% | $310,301 | 15.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $91M | 4.44M | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.03% | $1M | 57.4K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.03% | $8M | 408.0K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.03% | $27,464 | 1.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $16M | 781.1K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $273,442 | 13.1K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $840,691 | 40.9K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 205.1K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.02% | $37,058 | 1.8K | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.02% | $78,234 | 3.8K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $643,335 | 31.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 299.5K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $225,087 | 10.9K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 64.5K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $701,151 | 34.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $457,267 | 21.9K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $10M | 501.9K | Q1 2026 |
| Marquette Asset Management, LLC$779M AUM | 0.02% | $100,511 | 4.9K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.01% | $228,114 | 11.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $67M | 3.25M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $47M | 2.30M | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $295,068 | 14.1K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $851,213 | 41.3K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $65,676 | 3.2K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $165,795 | 8.1K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $201,856 | 9.8K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $70,781 | 3.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $42M | 2.03M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 182.1K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $92M | 4.43M | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $76,982 | 3.7K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.01% | $34M | 1.67M | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $247,055 | 12.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $19M | 931.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $785,672 | 37.6K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.01% | $293,830 | 14.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 165.7K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $814,212 | 39.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 55.8K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $204,450 | 9.8K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $285,660 | 13.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 173.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8M | 376.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $20M | 994.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 247.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $354,326 | 17.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 101.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $368,793 | 17.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 60.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $221,630 | 10.6K | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $394,550 | 19.2K | Q2 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 56.8K | Q1 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.00% | $36,008 | 1.7K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $11,117 | 540 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $51,470 | 2.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 93.7K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $9,873 | 480 | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $210,756 | 10.1K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $93,995 | 4.6K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $194,167 | 9.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $93,236 | 4.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 690.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 105.4K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $19,003 | 923 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 174.9K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $159,083 | 7.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $134,477 | 6.4K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $236,659 | 11.5K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $68,228 | 3.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $250,350 | 12.2K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $2,729 | 132 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $244,322 | 11.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 66.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $107,778 | 5.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 79.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 62.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $43,255 | 2.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $321,851 | 15.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $58,292 | 2.8K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $34,917 | 1.7K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $959 | 47 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $38,848 | 1.9K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $12,328 | 599 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $4 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.