13F Insight
DOSSIER · 13F Holders · Q2 2026
BSCY

INVESCO EXCH TRD SLF IDX FD

102 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 46139W783·102 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$324M
visible holders
Holders
102
filers reporting
Concentration
22.38%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

102 institutions reported BSCY in Q2 2026. Aptus Capital Advisors, LLC leads at 22.4% 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
$73M3.5M0.50%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$59M2.9M0.02%Q2 202603
LPL Financial LLC
CIK 0001403438
$29M1.4M0.01%Q2 202604
UBS Group AG
CIK 0001610520
$27M1.3M0.00%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$25M1.2M0.00%Q2 202606
Invesco Ltd.
CIK 0000914208
$19M929K0.00%Q2 202607
COOKSON PEIRCE & CO INC
CIK 0001141455
$11M521K0.35%Q2 202608
MORGAN STANLEY
CIK 0000895421
$9M421K0.00%Q2 202609
Clark Asset Management, LLC
CIK 0002062026
$8M405K0.66%Q2 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$8M384K0.00%Q2 202611
CITADEL ADVISORS LLC
CIK 0001423053
$8M364K0.00%Q2 202612
BCS Wealth Management
CIK 0001798172
$7M347K1.29%Q2 202613
DWM Financial Group, Inc.
CIK 0001759545
$7M314K5.89%Q2 202614
Janney Montgomery Scott LLC
CIK 0001329948
$5M259K0.01%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M258K0.00%Q2 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M245K0.00%Q2 202617
Equitable Holdings, Inc.
CIK 0001333986
$5M240K0.03%Q2 202618
GILL CAPITAL PARTNERS, LLC
CIK 0000729563
$5M254K1.36%Q3 202619
MAI Capital Management
CIK 0001040197
$5M230K0.02%Q2 202620
STEPHENS INC /AR/
CIK 0000757657
$4M217K0.05%Q2 2026
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