153 institutions reported holding $222.5M of INVESCO EXCH TRD SLF IDX FD (BSMR) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($13.3M), LPL Financial LLC ($11.8M), BANK OF AMERICA CORP /DE/ ($11.0M), WELLS FARGO & COMPANY/MN ($10.9M), Invesco Ltd. ($9.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $13.3M | 563,847 | Added |
| 2 | LPL Financial LLC | $11.8M | 500,074 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $11.0M | 466,692 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $10.9M | 462,632 | Added |
| 5 | Invesco Ltd. | $9.3M | 394,919 | Added |
| 6 | Key Financial Inc | $8.1M | 342,056 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $7.9M | 332,665 | Added |
| 8 | UBS Group AG | $6.0M | 254,229 | Added |
| 9 | HighTower Advisors, LLC | $5.5M | 230,738 | Added |
| 10 | Hills Bank & Trust Co | $5.5M | 230,415 | Added |
| 11 | Summit Financial, LLC | $5.1M | 215,989 | Added |
| 12 | Atlantic Union Bankshares Corp | $5.1M | 214,466 | Added |
| 13 | Integrated Wealth Concepts LLC | $4.6M | 196,490 | Added |
| 14 | Avior Wealth Management, LLC | $4.3M | 182,511 | Trimmed |
| 15 | Thrivent Financial for Lutherans | $4.2M | 176,485 | Added |
| 16 | PRECEDENT WEALTH PARTNERS, LLC | $4.1M | 171,911 | Added |
| 17 | CENTRAL VALLEY ADVISORS, LLC | $4.0M | 169,534 | Trimmed |
| 18 | Coastline Complete Wealth LLC | $3.9M | 166,160 | Added |
| 19 | Sanctuary Advisors, LLC | $3.7M | 158,199 | Trimmed |
| 20 | MONECO Advisors, LLC | $3.6M | 150,408 | Added |
| 21 | OSAIC HOLDINGS, INC. | $3.3M | 138,451 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 124,735 | Added |
| 23 | Asset Dedication, LLC | $2.9M | 121,741 | Trimmed |
| 24 | Focus Partners Wealth | $2.7M | 112,943 | Added |
| 25 | AMERIPRISE FINANCIAL INC | $2.5M | 108,916 | Added |
Source: SEC Form 13F filings · as of 2026-03-31