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

INVESCO EXCH TRD SLF IDX FD

150 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 46138J494·150 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$144M
visible holders
Holders
150
filers reporting
Concentration
9.61%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

150 institutions reported BSMR in Q2 2026. MORGAN STANLEY leads at 9.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$14M584K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$12M511K0.00%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M480K0.00%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M435K0.00%Q2 202605
Invesco Ltd.
CIK 0000914208
$10M416K0.00%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M392K0.00%Q2 202607
Key FInancial Inc
CIK 0001801720
$9M368K1.42%Q2 202608
Financial Solutions Advisory Group, Inc.
CIK 0002135269
$8M344K1.03%Q2 202609
Atlantic Union Bankshares Corp
CIK 0000883948
$8M320K0.13%Q2 202610
Integrated Wealth Concepts LLC
CIK 0001737109
$7M303K0.03%Q2 202611
HighTower Advisors, LLC
CIK 0001462245
$6M246K0.01%Q2 202612
UBS Group AG
CIK 0001610520
$5M222K0.00%Q2 202613
NewEdge Advisors, LLC
CIK 0001633516
$5M218K0.02%Q2 202614
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$4M190K0.75%Q2 202615
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M185K1.12%Q2 202616
Hills Bank & Trust Co
CIK 0001309148
$4M179K0.18%Q2 202617
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$4M176K0.01%Q1 202618
Avior Wealth Management, LLC
CIK 0001599868
$4M172K0.11%Q2 202619
Coastline Complete Wealth LLC
CIK 0002112134
$4M166K2.44%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M163K0.00%Q2 2026
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