Who Owns INVESCO EXCH TRD SLF IDX FD (BSCZ)? -- Institutional Holders (2026-03-31)
66 institutions reported holding $147.8M of INVESCO EXCH TRD SLF IDX FD (BSCZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($40.5M), Invesco Ltd. ($18.3M), COOKSON PEIRCE & CO INC ($11.0M), LPL Financial LLC ($7.8M), Carolina Wealth Advisors, LLC ($5.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $40.5M | 2.0M | Added |
| 2 | Invesco Ltd. | $18.3M | 891,218 | Added |
| 3 | COOKSON PEIRCE & CO INC | $11.0M | 536,065 | Trimmed |
| 4 | LPL Financial LLC | $7.8M | 381,734 | Added |
| 5 | Carolina Wealth Advisors, LLC | $5.9M | 287,691 | Trimmed |
| 6 | GILL CAPITAL PARTNERS, LLC | $4.1M | 198,853 | Added |
| 7 | STEPHENS INC /AR/ | $3.4M | 165,848 | Added |
| 8 | CITADEL ADVISORS LLC | $3.2M | 153,760 | New |
| 9 | Carroll Advisory Group, LLC | $3.0M | 146,646 | Added |
| 10 | Sanctuary Advisors, LLC | $2.9M | 142,737 | Added |
| 11 | Clark Asset Management, LLC | $2.8M | 138,342 | Added |
| 12 | Atria Investments, Inc | $2.8M | 135,376 | Trimmed |
| 13 | JONES FINANCIAL COMPANIES LLLP | $2.7M | 131,187 | New |
| 14 | BCS Wealth Management | $2.5M | 121,711 | Trimmed |
| 15 | Royal Bank of Canada | $2.5M | 119,591 | Added |
| 16 | Equitable Holdings, Inc. | $2.4M | 115,342 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 115,057 | Added |
| 18 | JANE STREET GROUP, LLC | $2.3M | 110,372 | Added |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 101,947 | Trimmed |
| 20 | MORGAN STANLEY | $1.9M | 92,719 | Added |
| 21 | Ellevest, Inc. | $1.8M | 89,668 | Added |
| 22 | Infinity Wealth Counsel, LLC | $1.6M | 77,370 | Added |
| 23 | Cetera Investment Advisers | $1.6M | 75,780 | Added |
| 24 | MONECO Advisors, LLC | $1.4M | 70,144 | Added |
| 25 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.4M | 68,233 | Added |
Source: SEC Form 13F filings · as of 2026-03-31