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

INVESCO EXCH TRD SLF IDX FD

155 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 46138J494·155 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$142M
visible holders
Holders
155
filers reporting
Concentration
9.70%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

155 institutions reported BSMR in Q2 2026. MORGAN STANLEY leads at 9.7% 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
$13M559K0.00%Q3 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
$9M389K1.47%Q3 202608
Financial Solutions Advisory Group, Inc.
CIK 0002135269
$8M343K1.02%Q3 202609
Atlantic Union Bankshares Corp
CIK 0000883948
$8M320K0.13%Q2 202610
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$5M226K0.01%Q3 202611
UBS Group AG
CIK 0001610520
$5M223K0.00%Q3 202612
NewEdge Advisors, LLC
CIK 0001633516
$5M218K0.02%Q2 202613
HighTower Advisors, LLC
CIK 0001462245
$5M218K0.00%Q3 202614
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$5M214K0.77%Q3 202615
Integrated Wealth Concepts LLC
CIK 0001737109
$5M201K0.03%Q2 202616
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M188K1.18%Q3 202617
Coastline Complete Wealth LLC
CIK 0002112134
$4M166K2.44%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M163K0.00%Q2 202619
Avior Wealth Management, LLC
CIK 0001599868
$4M161K0.10%Q3 202620
Summit Financial, LLC
CIK 0001765536
$4M157K0.04%Q2 2026
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