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

INVESCO EXCH TRD SLF IDX FD

238 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 46138J429·Exchange Traded Fund·238 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$905M
visible holders
Holders
238
filers reporting
Concentration
19.62%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

238 institutions reported BSCV in Q2 2026. Aptus Capital Advisors, LLC leads at 19.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$177M10.8M1.21%Q2 202602
MORGAN STANLEY
CIK 0000895421
$126M7.7M0.01%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$70M4.3M0.02%Q2 202604
LPL Financial LLC
CIK 0001403438
$58M3.5M0.01%Q2 202605
Atlantic Union Bankshares Corp
CIK 0000883948
$50M3.1M0.84%Q2 202606
Invesco Ltd.
CIK 0000914208
$40M2.4M0.00%Q2 202607
Avior Wealth Management, LLC
CIK 0001599868
$39M2.4M1.03%Q2 202608
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$39M2.4M3.04%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$36M2.2M0.01%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$36M2.2M0.00%Q2 202611
UBS Group AG
CIK 0001610520
$30M1.8M0.00%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$27M1.6M0.00%Q2 202613
MONECO Advisors, LLC
CIK 0001765690
$26M1.6M1.58%Q2 202614
&PARTNERS
CIK 0000107136
$26M1.6M0.11%Q2 202615
Capital Investment Counsel, LLC
CIK 0002033609
$22M1.3M2.71%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$21M1.3M0.02%Q2 202617
Headland Capital, LLC
CIK 0002056637
$21M1.3M5.27%Q2 202618
Waverly Advisors, LLC
CIK 0001568787
$21M1.3M0.12%Q2 202619
TruWealth Advisors, LLC
CIK 0001834985
$20M1.2M0.98%Q1 202620
Clark Asset Management, LLC
CIK 0002062026
$19M1.1M1.48%Q2 2026
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