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

INVESCO EXCH TRD SLF IDX FD

140 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 46138J486·140 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$121M
visible holders
Holders
140
filers reporting
Concentration
10.18%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

140 institutions reported BSMS in Q2 2026. LPL Financial LLC leads at 10.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$12M526K0.00%Q2 202602
MORGAN STANLEY
CIK 0000895421
$10M432K0.00%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M422K0.00%Q2 202604
Invesco Ltd.
CIK 0000914208
$10M419K0.00%Q2 202605
TRUIST FINANCIAL CORP
CIK 0000092230
$8M324K0.01%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M300K0.00%Q2 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$6M259K0.03%Q2 202608
Atlantic Union Bankshares Corp
CIK 0000883948
$6M258K0.10%Q2 202609
NewEdge Advisors, LLC
CIK 0001633516
$5M222K0.02%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M216K0.01%Q2 202611
Kathmere Capital Management, LLC
CIK 0001794543
$5M208K0.26%Q2 202612
Hills Bank & Trust Co
CIK 0001309148
$4M190K0.19%Q2 202613
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M189K1.13%Q2 202614
UBS Group AG
CIK 0001610520
$4M186K0.00%Q2 202615
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$4M180K0.70%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$4M173K0.00%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M170K0.00%Q2 202618
Coastline Complete Wealth LLC
CIK 0002112134
$4M167K2.42%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M164K0.00%Q2 202620
MONECO Advisors, LLC
CIK 0001765690
$4M162K0.23%Q2 2026
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