13F Insight
DOSSIER · 13F Holders · Q3 2026
BSMZ

INVESCO EXCH TRD SLF IDX FD

37 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J353·37 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$40M
visible holders
Holders
37
filers reporting
Concentration
15.37%
Atlantic Union Bankshares Corp #1
top holder share
AI Holders Summary · Q3 2026

37 institutions reported BSMZ in Q3 2026. Atlantic Union Bankshares Corp leads at 15.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Atlantic Union Bankshares Corp
CIK 0000883948
$6M259K0.10%Q3 202602
LPL Financial LLC
CIK 0001403438
$6M245K0.00%Q3 202603
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$4M189K0.07%Q3 202604
HighTower Advisors, LLC
CIK 0001462245
$4M168K0.00%Q3 202605
Elequin Capital, LP
CIK 0001810873
$2M87K0.14%Q3 202606
Hills Bank & Trust Co
CIK 0001309148
$2M74K0.07%Q3 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M55K0.00%Q3 202608
Equitable Holdings, Inc.
CIK 0001333986
$1M47K0.01%Q2 202609
IFP Advisors, Inc
CIK 0001641866
$1M51K0.02%Q3 202610
Invesco Ltd.
CIK 0000914208
$1M50K0.00%Q3 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$958K41K0.00%Q3 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$901K35K0.00%Q2 202613
Key FInancial Inc
CIK 0001801720
$884K38K0.14%Q3 202614
Tassel Capital Management, Inc.
CIK 0001999208
$810K34K0.40%Q3 202615
Kestra Advisory Services, LLC
CIK 0001830819
$729K31K0.00%Q3 202616
MONECO Advisors, LLC
CIK 0001765690
$646K27K0.04%Q3 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$628K27K0.00%Q3 202618
MGO ONE SEVEN LLC
CIK 0001731444
$512K22K0.01%Q3 202619
Clark Asset Management, LLC
CIK 0002062026
$488K21K0.04%Q3 202620
J.W. COLE ADVISORS, INC.
CIK 0001404763
$486K21K0.01%Q3 2026
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