13F Insight
DOSSIER · 13F Holders · Q1 2026
BSCX

INVESCO EXCH TRD SLF IDX FD

132 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 46139W825·132 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$563M
visible holders
Holders
132
filers reporting
Concentration
26.34%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

132 institutions reported BSCX in Q1 2026. Aptus Capital Advisors, LLC leads at 26.3% 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
$148M7.0M1.16%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$68M3.2M0.02%Q1 202603
Clearstead Advisors, LLC
CIK 0000842775
$56M2.7M0.51%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$53M2.5M0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$42M2.0M0.01%Q1 202606
MORGAN STANLEY
CIK 0000895421
$40M1.9M0.00%Q1 202607
Invesco Ltd.
CIK 0000914208
$18M862K0.00%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M829K0.00%Q1 202609
Janney Montgomery Scott LLC
CIK 0001329948
$13M630K0.03%Q1 202610
Motley Fool Wealth Management, LLC
CIK 0001607978
$11M543K1.30%Q1 202611
Baird Financial Group, Inc.
CIK 0001648711
$11M531K0.02%Q1 202612
Clark Asset Management, LLC
CIK 0002062026
$11M519K0.86%Q2 202613
COOKSON PEIRCE & CO INC
CIK 0001141455
$11M516K0.36%Q2 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$10M494K0.01%Q1 202615
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M476K1.28%Q1 202616
BCS Wealth Management
CIK 0001798172
$9M449K1.70%Q2 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M414K0.00%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$8M383K0.00%Q1 202619
Modern Wealth Management, LLC
CIK 0002001900
$7M337K0.12%Q1 202620
Equitable Holdings, Inc.
CIK 0001333986
$7M313K0.04%Q1 2026
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