137 institutions reported holding $188.3M of INVESCO EXCH TRD SLF IDX FD (BSMS) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($12.0M), MORGAN STANLEY ($9.4M), Invesco Ltd. ($9.3M), RAYMOND JAMES FINANCIAL INC ($8.1M), TRUIST FINANCIAL CORP ($7.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $12.0M | 511,146 | Added |
| 2 | MORGAN STANLEY | $9.4M | 401,500 | Added |
| 3 | Invesco Ltd. | $9.3M | 397,944 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $8.1M | 348,362 | Added |
| 5 | TRUIST FINANCIAL CORP | $7.0M | 301,233 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $6.8M | 292,733 | Added |
| 7 | UBS Group AG | $6.2M | 264,396 | Added |
| 8 | Hills Bank & Trust Co | $5.8M | 246,890 | Added |
| 9 | Summit Financial, LLC | $5.1M | 217,799 | Added |
| 10 | Kathmere Capital Management, LLC | $4.9M | 210,878 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 197,532 | Trimmed |
| 12 | CENTRAL VALLEY ADVISORS, LLC | $4.1M | 173,875 | Trimmed |
| 13 | PRECEDENT WEALTH PARTNERS, LLC | $3.9M | 168,022 | Added |
| 14 | Coastline Complete Wealth LLC | $3.9M | 166,667 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $3.9M | 166,615 | Trimmed |
| 16 | MONECO Advisors, LLC | $3.7M | 158,601 | Added |
| 17 | Integrated Wealth Concepts LLC | $3.7M | 156,027 | Added |
| 18 | Atlantic Union Bankshares Corp | $3.4M | 147,209 | Added |
| 19 | Key Financial Inc | $3.4M | 146,720 | Trimmed |
| 20 | HighTower Advisors, LLC | $3.0M | 129,700 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 128,496 | Added |
| 22 | OSAIC HOLDINGS, INC. | $2.7M | 115,133 | Added |
| 23 | Thrivent Financial for Lutherans | $2.7M | 114,095 | Added |
| 24 | Invariant Investment Management | $2.6M | 112,648 | Added |
| 25 | Focus Partners Wealth | $2.6M | 109,444 | Added |
Source: SEC Form 13F filings · as of 2026-03-31