BSCXINVESCO EXCH TRD SLF IDX FD
CUSIP 46139W825 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Trd Slf Idx Fd (BSCX) has 117 institutional holders in Filings Flow’s 13F database, together reporting 32.50M shares worth $667M as of Q1 2026. The largest reported holders are Aptus Capital Advisors, LLC, Raymond James Financial Inc, and Clearstead Advisors, LLC.
Institutional Holders
117
Q1 2026
Reported Value
$667M
Ticker
BSCX
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| NorthAvenue LLC$126M AUM | 3.50% | $4M | 208.3K | Q1 2026 |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 2.58% | $3M | 152.9K | Q1 2026 |
| Kaye Capital Management$260M AUM | 2.44% | $6M | 298.9K | Q2 2025OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 2.42% | $3M | 124.4K | Q1 2026 |
| Ledgewood Wealth Advisors, LLC$188M AUM | 2.30% | $4M | 193.2K | Q1 2026 |
| BCS Wealth Management$490M AUM | 1.87% | $9M | 432.8K | Q1 2026 |
| Farnam Financial LLC$122M AUM | 1.62% | $2M | 93.0K | Q1 2026 |
| LeClair Wealth Partners LLC$289M AUM | 1.38% | $2M | 111.0K | Q4 2025OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 1.30% | $11M | 543.5K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 1.28% | $10M | 475.9K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 1.24% | $6M | 265.9K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 1.16% | $148M | 7.00M | Q1 2026 |
| Opulen Financial Group LLC$142M AUM | 1.08% | $2M | 72.8K | Q1 2026 |
| Ark Wealth Advisors LLC$101M AUM | 1.00% | $1M | 47.9K | Q1 2026 |
| Carroll Advisory Group, LLC$258M AUM | 0.93% | $2M | 113.6K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.84% | $9M | 423.0K | Q1 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.57% | $937,105 | 44.3K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.56% | $4M | 205.0K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.51% | $56M | 2.66M | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.51% | $3M | 161.5K | Q2 2025OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.44% | $10M | 496.3K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.40% | $6M | 267.4K | Q1 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.38% | $1M | 68.3K | Q1 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.32% | $1M | 61.4K | Q1 2026 |
| TLWM$615M AUM | 0.30% | $2M | 77.5K | Q3 2025OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.28% | $2M | 92.5K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 0.27% | $2M | 90.8K | Q1 2026 |
| ETF Store, Inc.$103M AUM | 0.25% | $254,213 | 12.0K | Q1 2026 |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.24% | $2M | 74.7K | Q1 2026 |
| DOVER ADVISORS, LLC$242M AUM | 0.24% | $573,165 | 27.1K | Q1 2026 |
| Golden Reserve Retirement LLC$485M AUM | 0.22% | $1M | 50.1K | Q1 2026 |
| River Wealth Advisors LLC$871M AUM | 0.20% | $2M | 84.0K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.18% | $2M | 108.6K | Q1 2026 |
| Aureum Wealth Management, LLC$144M AUM | 0.17% | $244,473 | 11.6K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.17% | $432,983 | 20.5K | Q1 2026 |
| Sterling Financial Group, Inc.$316M AUM | 0.16% | $507,443 | 23.6K | Q3 2025OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.16% | $271,836 | 12.9K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.15% | $1M | 57.8K | Q1 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 0.15% | $165,672 | 7.8K | Q2 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.14% | $4M | 211.7K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.14% | $210,781 | 10.0K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.13% | $422,380 | 20.0K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.12% | $7M | 337.1K | Q1 2026 |
| YANKCOM Partnership$243M AUM | 0.12% | $291,701 | 13.8K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.11% | $1M | 54.9K | Q1 2026 |
| Redmond Asset Management, LLC$366M AUM | 0.11% | $385,988 | 18.3K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.08% | $329,475 | 15.6K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.08% | $973,882 | 46.0K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.06% | $2M | 105.8K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.05% | $4M | 201.8K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.05% | $2M | 93.3K | Q1 2026 |
| Davis Capital Management$169M AUM | 0.05% | $67,490 | 3.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $7M | 313.4K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.04% | $234,803 | 10.9K | Q4 2025OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.04% | $416,169 | 19.7K | Q1 2026 |
| Heritage Trust Co$997M AUM | 0.04% | $369,279 | 17.5K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.04% | $217,295 | 10.3K | Q1 2026 |
| Oliver Luxxe Assets LLC$680M AUM | 0.03% | $217,845 | 10.3K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 131.9K | Q1 2026 |
| Carolina Wealth Advisors, LLC$255M AUM | 0.03% | $68,505 | 3.2K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.03% | $27,609 | 1.3K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.02% | $446,329 | 21.1K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $895,660 | 42.3K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $276,083 | 12.9K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $68M | 3.23M | Q1 2026 |
| DAVIS R M INC$5.6B AUM | 0.02% | $1M | 55.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 154.3K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.02% | $34,898 | 1.6K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $11M | 530.7K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $229,900 | 10.9K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $461,369 | 21.5K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 58.5K | Q1 2026 |
| Marquette Asset Management, LLC$779M AUM | 0.01% | $95,070 | 4.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $557,076 | 26.0K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 106.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $53M | 2.50M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $42M | 2.00M | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 164.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 268.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $851,150 | 40.2K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.01% | $57,394 | 2.7K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $93,570 | 4.4K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $238,106 | 11.3K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $1M | 52.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 97.2K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $468,372 | 22.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10M | 493.7K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $93,991 | 4.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $344,534 | 16.3K | Q1 2026 |
| Align Financial, LLC$176M AUM | 0.00% | $6,696 | 6.7K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $255,675 | 12.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18M | 829.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 237.4K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $398,902 | 18.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 126.6K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $512,437 | 24.2K | Q2 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $499,881 | 23.6K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $18M | 861.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $638,496 | 30.2K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $211,197 | 9.8K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $36M | 1.70M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 67.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $950,104 | 256.5K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $79,418 | 3.8K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $256,880 | 12.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 383.3K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $8,080 | 382 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $722,236 | 34.1K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $93,131 | 4.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 128.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 414.4K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $683,244 | 32.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 188.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $6,357 | 296 | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $2,115 | 100 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $204,844 | 9.5K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 92.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 74.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 373.2K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $120,809 | 5.7K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,174 | 55 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $72,143 | 3.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $43,083 | 2.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $587,018 | 27.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $5,288 | 250 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $13,959 | 660 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $424 | 20 | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $3,648 | 170 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $2,277 | 108 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $107 | 5 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2,707 | 128 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.