Who Owns INVESCO EXCH TRD SLF IDX FD (BSMY)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $29.3M of INVESCO EXCH TRD SLF IDX FD (BSMY) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($7.5M), BCS Wealth Management ($5.8M), NESTEGG ADVISORS, INC. ($3.1M), D.A. DAVIDSON & CO. ($2.5M), Kestra Advisory Services, LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $7.5M | 303,465 | Trimmed |
| 2 | BCS Wealth Management | $5.8M | 234,983 | Added |
| 3 | NESTEGG ADVISORS, INC. | $3.1M | 124,044 | Added |
| 4 | D.A. DAVIDSON & CO. | $2.5M | 102,325 | Added |
| 5 | Kestra Advisory Services, LLC | $2.0M | 81,720 | Added |
| 6 | Clark Asset Management, LLC | $1.1M | 46,519 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $970,815 | 39,382 | Added |
| 8 | Key Financial Inc | $878,079 | 35,620 | Added |
| 9 | Jacobi Capital Management LLC | $861,563 | 34,950 | Added |
| 10 | PRECEDENT WEALTH PARTNERS, LLC | $842,434 | 34,174 | Added |
| 11 | Wedmont Private Capital | $598,540 | 24,360 | New |
| 12 | Sequoia Financial Advisors, LLC | $596,858 | 24,212 | Hold |
| 13 | SAX WEALTH ADVISORS, LLC | $403,480 | 16,633 | New |
| 14 | YARGER WEALTH STRATEGIES, LLC | $393,334 | 16,008 | Added |
| 15 | J.W. COLE ADVISORS, INC. | $351,605 | 14,263 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $346,620 | 14,061 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $317,016 | 12,860 | New |
| 18 | Bill Few Associates, Inc. | $232,215 | 9,420 | Hold |
| 19 | COOKSON PEIRCE & CO INC | $226,028 | 9,169 | Added |
| 20 | Asset Dedication, LLC | $214,171 | 8,688 | Added |
| 21 | IFP Advisors, Inc | $97,373 | 3,950 | Added |
| 22 | Golden State Equity Partners | $0 | 0 | Exited |
| 23 | Root Financial Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30