Who Owns INVESCO EXCH TRD SLF IDX FD (BSMZ)? -- Institutional Holders (2026-06-30)
40 institutions reported holding $33.6M of INVESCO EXCH TRD SLF IDX FD (BSMZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($5.3M), Atlantic Union Bankshares Corp ($4.8M), LPL Financial LLC ($4.6M), Invesco Ltd. ($2.4M), HighTower Advisors, LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.3M | 206,255 | Trimmed |
| 2 | Atlantic Union Bankshares Corp | $4.8M | 188,415 | Added |
| 3 | LPL Financial LLC | $4.6M | 180,678 | Added |
| 4 | Invesco Ltd. | $2.4M | 94,298 | Added |
| 5 | HighTower Advisors, LLC | $1.6M | 61,839 | Added |
| 6 | Equitable Holdings, Inc. | $1.2M | 47,096 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.1M | 43,238 | Added |
| 8 | STIFEL FINANCIAL CORP | $997,128 | 38,897 | Trimmed |
| 9 | Hills Bank & Trust Co | $991,899 | 38,693 | New |
| 10 | OSAIC HOLDINGS, INC. | $912,578 | 35,592 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $901,376 | 35,162 | Added |
| 12 | Key Financial Inc | $868,389 | 33,875 | Added |
| 13 | Jacobi Capital Management LLC | $862,621 | 33,650 | Added |
| 14 | MONECO Advisors, LLC | $759,363 | 29,622 | Added |
| 15 | Wedmont Private Capital | $600,290 | 23,550 | New |
| 16 | IFP Advisors, Inc | $594,734 | 23,200 | Added |
| 17 | MGO ONE SEVEN LLC | $557,897 | 21,763 | Hold |
| 18 | Kestra Advisory Services, LLC | $557,387 | 21,743 | Added |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $435,649 | 17,058 | Added |
| 20 | NewEdge Advisors, LLC | $333,256 | 13,000 | New |
| 21 | Clark Asset Management, LLC | $320,203 | 12,491 | New |
| 22 | MML INVESTORS SERVICES, LLC | $298,655 | 11,650 | Added |
| 23 | AMERIPRISE FINANCIAL INC | $282,046 | 11,002 | New |
| 24 | Addison Advisors LLC | $279,423 | 10,900 | Added |
| 25 | Bill Few Associates, Inc. | $253,018 | 9,870 | New |
Source: SEC Form 13F filings · as of 2026-06-30