13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
BSMU

INVESCO EXCH TRD SLF IDX FD

101 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 46138J445·101 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.6%
vs prior quarter
13F value held
$110M
79.0% inst. owned
of float
Holders
101
-40 QoQ
filers reporting
Activity
+23 / −110
+904 added · −963 reduced
this quarter
Concentration
10.28%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

101 institutions reported BSMU in Q1 2026. WELLS FARGO & COMPANY/MN leads at 10.3% of the visible book. -40 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M519K0.00%Q1 202602
Hills Bank & Trust Co
CIK 0001309148
$10M461K0.49%Q1 202603
LPL Financial LLC
CIK 0001403438
$9M435K0.00%Q1 202604
MORGAN STANLEY
CIK 0000895421
$7M341K0.00%Q1 202605
Invesco Ltd.
CIK 0000914208
$7M332K0.00%Q1 202606
UBS Group AG
CIK 0001610520
$6M296K0.00%Q1 202607
Stratos Wealth Advisors, LLC
CIK 0001707202
$6M296K0.40%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M268K0.00%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M229K0.00%Q1 202610
NewEdge Advisors, LLC
CIK 0001633516
$5M212K0.02%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$5M209K0.00%Q1 202612
Atlantic Union Bankshares Corp
CIK 0000883948
$4M203K0.08%Q1 202613
Lido Advisors, LLC
CIK 0001650150
$4M202K0.01%Q1 202614
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$4M186K0.81%Q1 202615
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M181K1.08%Q1 202616
MONECO Advisors, LLC
CIK 0001765690
$4M163K0.28%Q1 202617
Legacy Private Trust Co.
CIK 0001352547
$3M147K0.20%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$3M129K0.01%Q1 202619
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$3M123K0.04%Q1 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M119K0.00%Q1 2026
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