Who Owns INVESCO (BSMV)? -- Institutional Holders (2026-06-30)

95 institutions reported holding $127.4M of INVESCO (BSMV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hills Bank & Trust Co ($7.6M), HighTower Advisors, LLC ($7.0M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($6.1M), LPL Financial LLC ($6.1M), MORGAN STANLEY ($5.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hills Bank & Trust Co$7.6M360,323Trimmed
2HighTower Advisors, LLC$7.0M334,767Added
3CONFLUENCE INVESTMENT MANAGEMENT LLC$6.1M290,826Trimmed
4LPL Financial LLC$6.1M288,458Added
5MORGAN STANLEY$5.8M276,929Added
6BANK OF AMERICA CORP /DE/$5.3M252,121Added
7Atlantic Union Bankshares Corp$5.0M240,138Added
8PRECEDENT WEALTH PARTNERS, LLC$4.5M216,030Added
9Invesco Ltd.$4.3M204,866Added
10RAYMOND JAMES FINANCIAL INC$4.2M199,030Added
11Lido Advisors, LLC$4.1M195,700Hold
12UBS Group AG$4.0M192,892Trimmed
13CENTRAL VALLEY ADVISORS, LLC$3.8M181,265Trimmed
14Avior Wealth Management, LLC$3.2M152,733Trimmed
15ENVESTNET ASSET MANAGEMENT INC$3.1M147,684Added
16MONECO Advisors, LLC$2.9M139,362Added
17Legacy Private Trust Co.$2.6M121,639Added
18Envision Financial Planning, LLC$2.5M117,801Added
19CARY STREET PARTNERS FINANCIAL LLC$2.3M109,755Added
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.3M108,383Trimmed
21Clark Asset Management, LLC$2.2M106,337Added
22Parkway Wealth Management Group, LLC$2.2M105,220Added
23Kestra Advisory Services, LLC$2.0M96,149Added
24WELLS FARGO & COMPANY/MN$2.0M94,922Added
25OSAIC HOLDINGS, INC.$2.0M93,904Added

Source: SEC Form 13F filings · as of 2026-06-30