Who Owns INVESCO EXCH TRD SLF IDX FD (BSCX)? -- Institutional Holders (2026-03-31)
125 institutions reported holding $691.9M of INVESCO EXCH TRD SLF IDX FD (BSCX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Aptus Capital Advisors, LLC ($148.1M), RAYMOND JAMES FINANCIAL INC ($68.3M), Clearstead Advisors, LLC ($56.3M), AMERIPRISE FINANCIAL INC ($52.8M), LPL Financial LLC ($42.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Aptus Capital Advisors, LLC | $148.1M | 7.0M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $68.3M | 3.2M | Added |
| 3 | Clearstead Advisors, LLC | $56.3M | 2.7M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $52.8M | 2.5M | Added |
| 5 | LPL Financial LLC | $42.4M | 2.0M | Added |
| 6 | MORGAN STANLEY | $40.3M | 1.9M | Added |
| 7 | Invesco Ltd. | $18.2M | 861,568 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $17.5M | 829,291 | Added |
| 9 | Janney Montgomery Scott LLC | $13.3M | 629,946 | Added |
| 10 | Motley Fool Wealth Management, LLC | $11.5M | 543,485 | Trimmed |
| 11 | Baird Financial Group, Inc. | $11.2M | 530,705 | Added |
| 12 | COOKSON PEIRCE & CO INC | $10.5M | 496,315 | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $10.3M | 493,669 | Added |
| 14 | Parkway Wealth Management Group, LLC | $10.1M | 475,922 | Added |
| 15 | BCS Wealth Management | $9.2M | 432,811 | Trimmed |
| 16 | Clark Asset Management, LLC | $8.9M | 423,028 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $8.8M | 414,450 | Added |
| 18 | Royal Bank of Canada | $8.1M | 383,288 | Added |
| 19 | Modern Wealth Management, LLC | $7.1M | 337,138 | Added |
| 20 | Equitable Holdings, Inc. | $6.7M | 313,449 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $5.7M | 268,288 | Added |
| 22 | Asset Dedication, LLC | $5.7M | 267,433 | Added |
| 23 | Addison Advisors LLC | $5.6M | 265,879 | Added |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 237,436 | Added |
| 25 | NorthCrest Asset Manangement, LLC | $4.5M | 211,723 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31