BSCYINVESCO EXCH TRD SLF IDX FD
CUSIP 46139W783 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Trd Slf Idx Fd (BSCY) has 90 institutional holders in Filings Flow’s 13F database, together reporting 18.47M shares worth $382M as of Q1 2026. The largest reported holders are Aptus Capital Advisors, LLC, Raymond James Financial Inc, and Ubs Group AG.
Institutional Holders
90
Q1 2026
Reported Value
$382M
Ticker
BSCY
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC$12.7B AUM | 0.56% | $71M | 3.45M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $56M | 2.70M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $27M | 1.30M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $25M | 1.23M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $24M | 1.15M | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $18M | 876.4K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $14M | 700.3K | Q1 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.45% | $11M | 508.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7M | 346.3K | Q1 2026 |
| BCS Wealth Management$490M AUM | 1.43% | $7M | 339.1K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.63% | $7M | 323.1K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 1.23% | $6M | 269.2K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $5M | 259.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 254.2K | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 1.42% | $5M | 237.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 237.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 230.8K | Q1 2026 |
| Ledgewood Wealth Advisors, LLC$188M AUM | 2.38% | $4M | 204.2K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.05% | $4M | 203.4K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.07% | $4M | 200.7K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.02% | $4M | 189.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 168.2K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 161.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 160.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 160.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 149.8K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.21% | $3M | 147.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 134.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 131.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 124.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 116.8K | Q1 2026 |
| Carroll Advisory Group, LLC$258M AUM | 0.93% | $2M | 115.3K | Q1 2026 |
| LeClair Wealth Partners LLC$289M AUM | 1.38% | $2M | 113.1K | Q4 2025OLDER |
| NorthAvenue LLC$126M AUM | 1.83% | $2M | 111.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 94.5K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 0.27% | $2M | 92.2K | Q1 2026 |
| Infinity Wealth Counsel, LLC$124M AUM | 1.74% | $2M | 91.6K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.14% | $2M | 86.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 79.1K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.12% | $2M | 73.9K | Q1 2026 |
| River Wealth Advisors LLC$871M AUM | 0.17% | $2M | 73.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 71.6K | Q4 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.04% | $1M | 72.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 68.7K | Q1 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.37% | $1M | 68.0K | Q1 2026 |
| Farnam Financial LLC$122M AUM | 1.07% | $1M | 62.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 58.5K | Q1 2026 |
| Golden Reserve Retirement LLC$485M AUM | 0.22% | $1M | 51.6K | Q1 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.25% | $1M | 49.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $1M | 47.6K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $974,803 | 47.1K | Q1 2026 |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.15% | $970,286 | 46.9K | Q1 2026 |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.43% | $945,305 | 45.0K | Q3 2025OLDER |
| TLWM$615M AUM | 0.16% | $911,469 | 43.4K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $850,206 | 41.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.03% | $826,000 | 39.3K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $820,650 | 39.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $734,420 | 35.5K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $667,061 | 32.2K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.08% | $603,308 | 29.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $575,966 | 27.8K | Q1 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.34% | $556,864 | 26.9K | Q1 2026 |
| Sterling Financial Group, Inc.$316M AUM | 0.16% | $498,805 | 23.7K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $491,166 | 23.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $478,828 | 23.1K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $473,779 | 22.9K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $445,940 | 21.5K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $412,954 | 20.0K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.12% | $411,731 | 19.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $411,000 | 19.9K | Q1 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.13% | $405,161 | 19.3K | Q1 2026 |
| Opulen Financial Group LLC$142M AUM | 0.28% | $403,513 | 19.5K | Q1 2026 |
| DAVIS R M INC$5.6B AUM | 0.01% | $390,739 | 18.9K | Q1 2026 |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.26% | $385,109 | 18.6K | Q1 2026 |
| Allen Capital Group, LLC$1.1B AUM | 0.03% | $347,583 | 16.8K | Q1 2026 |
| YANKCOM Partnership$243M AUM | 0.14% | $340,876 | 16.5K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.08% | $337,462 | 16.3K | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.07% | $295,476 | 14.3K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $295,259 | 14.3K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $295,037 | 14.0K | Q4 2025OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.07% | $274,664 | 13.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $266,645 | 12.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $245,697 | 11.9K | Q1 2026 |
| ETF Store, Inc.$103M AUM | 0.23% | $233,717 | 11.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $229,548 | 11.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $224,450 | 10.8K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $213,170 | 10.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $211,199 | 10.0K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $203,781 | 9.8K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $200,636 | 9.5K | Q3 2025OLDER |
| Davis Capital Management$169M AUM | 0.09% | $130,729 | 6.3K | Q1 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.01% | $98,813 | 4.8K | Q1 2026 |
| Marquette Asset Management, LLC$779M AUM | 0.01% | $96,619 | 4.7K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.01% | $62,829 | 3.0K | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $54,400 | 2.6K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $45,973 | 2.2K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $27,632 | 1.3K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.03% | $27,508 | 1.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $25,837 | 1.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $24,382 | 1.2K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 0.00% | $21,000 | 1.0K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $13,610 | 657 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $9,211 | 445 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $2,070 | 100 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $42 | 2 | Q2 2025OLDER |
| 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.