Who Owns INVESCO EXCH TRD SLF IDX FD (BSCY)? -- Institutional Holders (2026-03-31)
98 institutions reported holding $382.0M of INVESCO EXCH TRD SLF IDX FD (BSCY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Aptus Capital Advisors, LLC ($71.4M), RAYMOND JAMES FINANCIAL INC ($55.9M), UBS Group AG ($26.9M), LPL Financial LLC ($25.5M), WELLS FARGO & COMPANY/MN ($23.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Aptus Capital Advisors, LLC | $71.4M | 3.5M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $55.9M | 2.7M | Added |
| 3 | UBS Group AG | $26.9M | 1.3M | Added |
| 4 | LPL Financial LLC | $25.5M | 1.2M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $23.8M | 1.2M | Added |
| 6 | Invesco Ltd. | $18.1M | 876,398 | Added |
| 7 | MORGAN STANLEY | $14.5M | 700,345 | Added |
| 8 | COOKSON PEIRCE & CO INC | $10.5M | 508,101 | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $7.1M | 346,286 | Added |
| 10 | BCS Wealth Management | $7.0M | 339,077 | Trimmed |
| 11 | Clark Asset Management, LLC | $6.7M | 323,095 | Added |
| 12 | Addison Advisors LLC | $5.6M | 269,234 | Added |
| 13 | Janney Montgomery Scott LLC | $5.4M | 259,076 | New |
| 14 | Equitable Holdings, Inc. | $5.3M | 254,245 | Trimmed |
| 15 | GILL CAPITAL PARTNERS, LLC | $4.9M | 237,746 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.9M | 237,616 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $4.8M | 230,755 | Added |
| 18 | Ledgewood Wealth Advisors, LLC | $4.2M | 204,212 | Added |
| 19 | STEPHENS INC /AR/ | $4.2M | 203,368 | Added |
| 20 | Modern Wealth Management, LLC | $4.2M | 200,676 | Added |
| 21 | MAI Capital Management | $3.9M | 189,833 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 161,612 | New |
| 23 | Royal Bank of Canada | $3.3M | 160,262 | Added |
| 24 | OSAIC HOLDINGS, INC. | $3.3M | 159,995 | Added |
| 25 | Sanctuary Advisors, LLC | $3.1M | 149,809 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31