13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
BSCR

INVESCO EXCH TRD SLF IDX FD

427 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J783·Exchange Traded Fund·427 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.5B
visible holders
Holders
427
filers reporting
Concentration
43.33%
Lido Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

427 institutions reported BSCR in Q2 2026. Lido Advisors, LLC leads at 43.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Lido Advisors, LLC
CIK 0001650150
$1.1B54.9M2.92%Q2 202602
MORGAN STANLEY
CIK 0000895421
$201M10.3M0.01%Q2 202603
UBS Group AG
CIK 0001610520
$151M7.7M0.02%Q2 202604
LPL Financial LLC
CIK 0001403438
$147M7.5M0.03%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$139M7.1M0.02%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$122M6.2M0.03%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$113M5.8M0.01%Q2 202608
Invesco Ltd.
CIK 0000914208
$78M4.0M0.01%Q2 202609
MAI Capital Management
CIK 0001040197
$62M3.2M0.23%Q2 202610
SNS Financial Group, LLC
CIK 0001557485
$53M2.7M1.02%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$51M2.6M0.01%Q2 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$43M2.2M0.09%Q2 202613
Avior Wealth Management, LLC
CIK 0001599868
$42M2.2M1.12%Q2 202614
DAVIS R M INC
CIK 0000891287
$35M1.8M0.56%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$31M1.6M0.04%Q2 202616
MONECO Advisors, LLC
CIK 0001765690
$29M1.5M1.76%Q2 202617
Brookstone Capital Management
CIK 0001599584
$28M1.4M0.28%Q2 202618
Atlantic Union Bankshares Corp
CIK 0000883948
$28M1.4M0.46%Q2 202619
Hills Bank & Trust Co
CIK 0001309148
$27M1.4M1.16%Q2 202620
TLWM
CIK 0001732537
$26M1.3M4.30%Q2 2026
Page 1 of 22
407 more holders available. Log in →