Who Owns INVESCO EXCH TRD SLF IDX FD (BSCR)? -- Institutional Holders (2026-03-31)

Name: INVESCO EXCH TRD SLF IDX FD (BSCR) Institutional Holders (2026-03-31)
Creator: ko.io

418 institutions reported holding $3.88B of INVESCO EXCH TRD SLF IDX FD (BSCR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Lido Advisors, LLC ($1.40B), MORGAN STANLEY ($202.3M), UBS Group AG ($161.5M), WELLS FARGO & COMPANY/MN ($143.0M), LPL Financial LLC ($140.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Lido Advisors, LLC	$1.40B	70.7M	Added
2	MORGAN STANLEY	$202.3M	10.3M	Trimmed
3	UBS Group AG	$161.5M	8.2M	Added
4	WELLS FARGO & COMPANY/MN	$143.0M	7.3M	Added
5	LPL Financial LLC	$140.7M	7.2M	Added
6	RAYMOND JAMES FINANCIAL INC	$118.5M	6.0M	Added
7	BANK OF AMERICA CORP /DE/	$109.7M	5.6M	Added
8	Invesco Ltd.	$72.5M	3.7M	Added
9	MAI Capital Management	$60.0M	3.1M	Added
10	Hills Bank & Trust Co	$52.0M	2.6M	Added
11	Royal Bank of Canada	$46.9M	2.4M	Added
12	Avior Wealth Management, LLC	$43.2M	2.2M	Trimmed
13	SNS Financial Group, LLC	$37.6M	1.9M	Added
14	MML INVESTORS SERVICES, LLC	$35.5M	1.8M	Trimmed
15	DAVIS R M INC	$33.9M	1.7M	Added
16	Brookstone Capital Management	$29.7M	1.5M	Added
17	MONECO Advisors, LLC	$26.9M	1.4M	Added
18	TLWM	$25.8M	1.3M	Added
19	OSAIC HOLDINGS, INC.	$25.7M	1.3M	Added
20	Anchor Investment Management, LLC	$24.1M	1.2M	Added
21	Clark Asset Management, LLC	$23.3M	1.2M	Added
22	Atlantic Union Bankshares Corp	$23.3M	1.2M	Added
23	STIFEL FINANCIAL CORP	$23.2M	1.2M	Added
24	Cambridge Investment Research Advisors, Inc.	$22.6M	1.1M	Added
25	Thrivent Financial for Lutherans	$22.1M	1.1M	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31