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

INVESCO EXCH TRD SLF IDX FD

94 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 46138J411·94 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$87M
visible holders
Holders
94
filers reporting
Concentration
8.72%
Hills Bank & Trust Co #1
top holder share
AI Holders Summary · Q2 2026

94 institutions reported BSMV in Q2 2026. Hills Bank & Trust Co leads at 8.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Hills Bank & Trust Co
CIK 0001309148
$8M360K0.32%Q2 202602
HighTower Advisors, LLC
CIK 0001462245
$7M335K0.01%Q2 202603
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$6M291K0.10%Q2 202604
LPL Financial LLC
CIK 0001403438
$6M288K0.00%Q2 202605
MORGAN STANLEY
CIK 0000895421
$6M277K0.00%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M252K0.00%Q2 202607
Atlantic Union Bankshares Corp
CIK 0000883948
$5M240K0.08%Q2 202608
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$5M216K0.75%Q2 202609
Invesco Ltd.
CIK 0000914208
$4M205K0.00%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M199K0.00%Q2 202611
Lido Advisors, LLC
CIK 0001650150
$4M196K0.01%Q2 202612
UBS Group AG
CIK 0001610520
$4M193K0.00%Q2 202613
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M181K0.98%Q2 202614
Avior Wealth Management, LLC
CIK 0001599868
$3M153K0.08%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M148K0.00%Q2 202616
MONECO Advisors, LLC
CIK 0001765690
$3M139K0.18%Q2 202617
Legacy Private Trust Co.
CIK 0001352547
$3M122K0.14%Q2 202618
Envision Financial Planning, LLC
CIK 0001964460
$2M118K0.80%Q2 202619
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$2M110K0.05%Q2 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$2M108K0.00%Q2 2026
Page 1 of 5
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