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

132 institutions reported holding $189.6M of INVESCO (BSMT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hills Bank & Trust Co ($15.3M), WELLS FARGO & COMPANY/MN ($13.1M), RAYMOND JAMES FINANCIAL INC ($8.8M), LPL Financial LLC ($7.5M), Invesco Ltd. ($7.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hills Bank & Trust Co$15.3M664,948Added
2WELLS FARGO & COMPANY/MN$13.1M567,574Trimmed
3RAYMOND JAMES FINANCIAL INC$8.8M381,835Added
4LPL Financial LLC$7.5M324,270Added
5Invesco Ltd.$7.0M303,363Added
6Atlantic Union Bankshares Corp$6.9M301,728Added
7BANK OF AMERICA CORP /DE/$6.8M293,262Added
8Kathmere Capital Management, LLC$6.3M274,921Added
9MORGAN STANLEY$5.7M247,954Added
10HighTower Advisors, LLC$5.2M225,499Added
11NewEdge Advisors, LLC$5.0M216,442Added
12Avior Wealth Management, LLC$4.5M193,355Trimmed
13PRECEDENT WEALTH PARTNERS, LLC$4.1M178,979Added
14CENTRAL VALLEY ADVISORS, LLC$3.9M169,747Trimmed
15OSAIC HOLDINGS, INC.$3.9M169,221Added
16MONECO Advisors, LLC$3.6M158,107Added
17UBS Group AG$3.6M155,342Trimmed
18Integrated Wealth Concepts LLC$3.6M154,554Added
19Legacy Private Trust Co.$3.1M132,580Added
20COMMONWEALTH EQUITY SERVICES, LLC$2.6M112,989Added
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.5M110,271Added
22Sequoia Financial Advisors, LLC$2.5M107,886Trimmed
23Lido Advisors, LLC$2.5M106,400Hold
24ENVESTNET ASSET MANAGEMENT INC$2.4M105,968Trimmed
25CONFLUENCE INVESTMENT MANAGEMENT LLC$2.2M96,425Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30