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

INVESCO EXCH TRD SLF IDX FD

37 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 46138J353·37 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$31M
visible holders
Holders
37
filers reporting
Concentration
16.99%
CONFLUENCE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

37 institutions reported BSMZ in Q2 2026. CONFLUENCE INVESTMENT MANAGEMENT LLC leads at 17.0% 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
$5M206K0.08%Q2 202602
Atlantic Union Bankshares Corp
CIK 0000883948
$5M188K0.08%Q2 202603
LPL Financial LLC
CIK 0001403438
$5M181K0.00%Q2 202604
Invesco Ltd.
CIK 0000914208
$2M94K0.00%Q2 202605
HighTower Advisors, LLC
CIK 0001462245
$2M62K0.00%Q2 202606
Equitable Holdings, Inc.
CIK 0001333986
$1M47K0.01%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M43K0.00%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M41K0.00%Q1 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$997K39K0.00%Q2 202610
Hills Bank & Trust Co
CIK 0001309148
$992K39K0.04%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$913K36K0.00%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$901K35K0.00%Q2 202613
Key FInancial Inc
CIK 0001801720
$868K34K0.14%Q2 202614
Jacobi Capital Management LLC
CIK 0001689646
$863K34K0.04%Q2 202615
MONECO Advisors, LLC
CIK 0001765690
$759K30K0.05%Q2 202616
Wedmont Private Capital
CIK 0001904274
$600K24K0.02%Q2 202617
IFP Advisors, Inc
CIK 0001641866
$595K23K0.01%Q2 202618
MGO ONE SEVEN LLC
CIK 0001731444
$558K22K0.01%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$557K22K0.00%Q2 202620
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$436K17K0.00%Q2 2026
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