BSMV institutional holders

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

Managers holding85
Shares held6,019,050
Reported value$126.3m
Quarter flows16 new, 39 added, 18 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Hills Bank & Trust Co360,323$7.6m0.3%
HighTower Advisors, LLC334,767$7.0m0.0%
CONFLUENCE INVESTMENT MANAGEMENT LLC290,826$6.1m0.1%
LPL Financial LLC288,458$6.1m0.0%
MORGAN STANLEY276,929$5.8m0.0%
BANK OF AMERICA CORP /DE/252,121$5.3m0.0%
Atlantic Union Bankshares Corp240,138$5.0m0.1%
PRECEDENT WEALTH PARTNERS, LLC216,030$4.5m0.8%
Invesco Ltd.204,866$4.3m0.0%
RAYMOND JAMES FINANCIAL INC199,030$4.2m0.0%
Lido Advisors, LLC195,700$4.1m0.0%
UBS Group AG192,892$4.0m0.0%
CENTRAL VALLEY ADVISORS, LLC181,265$3.8m1.0%
Avior Wealth Management, LLC152,733$3.2m0.1%
ENVESTNET ASSET MANAGEMENT INC147,684$3.1m0.0%
MONECO ADVISORS, LLC139,362$2.9m0.2%
Legacy Private Trust Co.121,639$2.6m0.1%
Envision Financial Planning, LLC117,801$2.5m0.8%
CARY STREET PARTNERS FINANCIAL LLC109,755$2.3m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO108,383$2.3m0.0%
Clark Asset Management, LLC106,337$2.2m0.2%
Parkway Wealth Management Group, LLC105,220$2.2m0.3%
Kestra Advisory Services, LLC96,149$2.0m0.0%
WELLS FARGO & COMPANY/MN94,922$2.0m0.0%
OSAIC HOLDINGS, INC.93,904$2.0m0.0%

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

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