BSMU institutional holders

INVESCO EXCH TRD SLF IDX FD · 13F, 2026Q2

Managers holding106
Shares held8,047,624
Reported value$176.4m
Quarter flows19 new, 41 added, 24 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WELLS FARGO & COMPANY/MN513,455$11.3m0.0%
LPL Financial LLC465,215$10.2m0.0%
Hills Bank & Trust Co405,165$8.9m0.4%
MORGAN STANLEY327,565$7.2m0.0%
Stratos Wealth Advisors, LLC319,294$7.0m0.4%
Invesco Ltd.315,158$6.9m0.0%
BANK OF AMERICA CORP /DE/287,765$6.3m0.0%
Kathmere Capital Management, LLC275,686$6.0m0.3%
HighTower Advisors, LLC275,525$6.0m0.0%
Atlantic Union Bankshares Corp251,404$5.5m0.1%
UBS Group AG248,848$5.5m0.0%
RAYMOND JAMES FINANCIAL INC240,737$5.3m0.0%
NewEdge Advisors, LLC217,003$4.8m0.0%
Lido Advisors, LLC201,800$4.4m0.0%
PRECEDENT WEALTH PARTNERS, LLC199,682$4.4m0.7%
Legacy Private Trust Co.182,183$4.0m0.2%
CENTRAL VALLEY ADVISORS, LLC173,734$3.8m1.0%
MONECO ADVISORS, LLC166,980$3.7m0.2%
JONES FINANCIAL COMPANIES LLLP145,748$3.2m0.0%
Kestra Advisory Services, LLC136,072$3.0m0.0%
Parkway Wealth Management Group, LLC116,372$2.6m0.3%
CONFLUENCE INVESTMENT MANAGEMENT LLC114,674$2.5m0.0%
ENVESTNET ASSET MANAGEMENT INC112,964$2.5m0.0%
Clark Asset Management, LLC112,774$2.5m0.2%
Insight Wealth Partners, LLC103,724$2.3m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BSMU"). BSMU price history · All 13F data

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