13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
BSCV

INVESCO EXCH TRD SLF IDX FD

225 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J429·Exchange Traded Fund·225 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$858M
visible holders
Holders
225
filers reporting
Concentration
20.43%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

225 institutions reported BSCV in Q1 2026. Aptus Capital Advisors, LLC leads at 20.4% 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
$175M10.6M1.38%Q1 202602
MORGAN STANLEY
CIK 0000895421
$116M7.1M0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$65M4.0M0.02%Q1 202604
Hills Bank & Trust Co
CIK 0001309148
$43M2.6M2.09%Q1 202605
LPL Financial LLC
CIK 0001403438
$43M2.6M0.01%Q1 202606
Atlantic Union Bankshares Corp
CIK 0000883948
$40M2.4M0.77%Q1 202607
Avior Wealth Management, LLC
CIK 0001599868
$39M2.4M1.03%Q2 202608
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$39M2.4M3.04%Q2 202609
Invesco Ltd.
CIK 0000914208
$35M2.1M0.00%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$34M2.0M0.00%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M2.0M0.01%Q1 202612
&PARTNERS
CIK 0000107136
$25M1.5M0.12%Q1 202613
MONECO Advisors, LLC
CIK 0001765690
$24M1.5M1.86%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$23M1.4M0.00%Q1 202615
Capital Investment Counsel, LLC
CIK 0002033609
$22M1.3M2.71%Q2 202616
UBS Group AG
CIK 0001610520
$21M1.3M0.00%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$21M1.3M0.02%Q1 202618
TruWealth Advisors, LLC
CIK 0001834985
$20M1.2M0.98%Q1 202619
Headland Capital, LLC
CIK 0002056637
$20M1.2M5.52%Q1 202620
Clark Asset Management, LLC
CIK 0002062026
$19M1.1M1.48%Q2 2026
Page 1 of 12
205 more holders available. Log in →