Who Owns INVESCO EXCH TRD SLF IDX FD (BSMY)? -- Institutional Holders (2026-03-31)
50 institutions reported holding $64.5M of INVESCO EXCH TRD SLF IDX FD (BSMY) in SEC 13F filings for 2026-03-31. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($7.9M), RAYMOND JAMES FINANCIAL INC ($6.9M), LPL Financial LLC ($6.0M), BCS Wealth Management ($5.6M), Atlantic Union Bankshares Corp ($3.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $7.9M | 327,709 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $6.9M | 285,058 | Added |
| 3 | LPL Financial LLC | $6.0M | 249,176 | Trimmed |
| 4 | BCS Wealth Management | $5.6M | 231,468 | Trimmed |
| 5 | Atlantic Union Bankshares Corp | $3.6M | 148,354 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $2.8M | 116,015 | Added |
| 7 | Envision Financial Planning, LLC | $2.8M | 114,993 | Added |
| 8 | Hills Bank & Trust Co | $2.7M | 110,162 | Added |
| 9 | D.A. DAVIDSON & CO. | $2.3M | 95,856 | Added |
| 10 | Invesco Ltd. | $2.3M | 94,188 | Trimmed |
| 11 | HighTower Advisors, LLC | $2.1M | 87,278 | Added |
| 12 | NESTEGG ADVISORS, INC. | $1.9M | 78,459 | Added |
| 13 | JANE STREET GROUP, LLC | $1.8M | 74,485 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $1.7M | 69,258 | Added |
| 15 | STIFEL FINANCIAL CORP | $1.5M | 62,546 | Added |
| 16 | MONECO Advisors, LLC | $1.2M | 47,621 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $879,181 | 36,243 | Added |
| 18 | Clark Asset Management, LLC | $864,209 | 35,626 | Added |
| 19 | MORGAN STANLEY | $812,976 | 33,514 | Added |
| 20 | Key Financial Inc | $766,425 | 31,595 | Added |
| 21 | UBS Group AG | $671,510 | 27,682 | Added |
| 22 | Equitable Holdings, Inc. | $629,426 | 25,606 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $604,945 | 24,936 | Added |
| 24 | Sequoia Financial Advisors, LLC | $587,330 | 24,212 | Trimmed |
| 25 | Addison Advisors LLC | $568,288 | 23,427 | Added |
Source: SEC Form 13F filings · as of 2026-03-31