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

INVESCO EXCH TRD SLF IDX FD

59 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 46139W767·59 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$66M
visible holders
Holders
59
filers reporting
Concentration
11.40%
CONFLUENCE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

59 institutions reported BSMY in Q2 2026. CONFLUENCE INVESTMENT MANAGEMENT LLC leads at 11.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$7M303K0.12%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M280K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$7M279K0.00%Q2 202604
BCS Wealth Management
CIK 0001798172
$6M235K1.04%Q2 202605
Atlantic Union Bankshares Corp
CIK 0000883948
$5M193K0.08%Q2 202606
Lido Advisors, LLC
CIK 0001650150
$3M140K0.01%Q2 202607
Hills Bank & Trust Co
CIK 0001309148
$3M134K0.14%Q2 202608
NESTEGG ADVISORS, INC.
CIK 0002062716
$3M124K2.16%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M123K0.00%Q2 202610
Envision Financial Planning, LLC
CIK 0001964460
$3M123K0.98%Q2 202611
HighTower Advisors, LLC
CIK 0001462245
$3M121K0.00%Q2 202612
D.A. DAVIDSON & CO.
CIK 0001080107
$3M102K0.01%Q2 202613
Invesco Ltd.
CIK 0000914208
$2M96K0.00%Q2 202614
Kestra Advisory Services, LLC
CIK 0001830819
$2M82K0.01%Q2 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M74K0.00%Q1 202616
MORGAN STANLEY
CIK 0000895421
$1M56K0.00%Q2 202617
MONECO Advisors, LLC
CIK 0001765690
$1M52K0.08%Q2 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$1M51K0.00%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M49K0.00%Q2 202620
Clark Asset Management, LLC
CIK 0002062026
$1M47K0.09%Q2 2026
Page 1 of 3
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