BSMY institutional holders
INVESCO EXCH TRD SLF IDX FD · 13F, 2026Q2
| Managers holding | 54 |
|---|
| Shares held | 3,168,444 |
|---|
| Reported value | $78.1m |
|---|
| Quarter flows | 11 new, 32 added, 6 trimmed, 2 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 303,465 | $7.5m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 280,417 | $6.9m | 0.0% |
| LPL Financial LLC | 279,144 | $6.9m | 0.0% |
| BCS Wealth Management | 234,983 | $5.8m | 1.0% |
| Atlantic Union Bankshares Corp | 192,723 | $4.8m | 0.1% |
| Lido Advisors, LLC | 140,228 | $3.5m | 0.0% |
| Hills Bank & Trust Co | 134,061 | $3.3m | 0.1% |
| NESTEGG ADVISORS, INC. | 124,044 | $3.1m | 2.2% |
| BANK OF AMERICA CORP /DE/ | 122,603 | $3.0m | 0.0% |
| Envision Financial Planning, LLC | 122,522 | $3.0m | 1.0% |
| HighTower Advisors, LLC | 121,349 | $3.0m | 0.0% |
| D.A. DAVIDSON & CO. | 102,325 | $2.5m | 0.0% |
| Invesco Ltd. | 96,218 | $2.4m | 0.0% |
| Kestra Advisory Services, LLC | 81,720 | $2.0m | 0.0% |
| MORGAN STANLEY | 55,820 | $1.4m | 0.0% |
| MONECO ADVISORS, LLC | 51,523 | $1.3m | 0.1% |
| STIFEL FINANCIAL CORP | 50,886 | $1.3m | 0.0% |
| OSAIC HOLDINGS, INC. | 48,934 | $1.2m | 0.0% |
| Clark Asset Management, LLC | 46,519 | $1.1m | 0.1% |
| Elequin Capital, LP | 42,043 | $1.0m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 39,382 | $970,815 | 0.0% |
| Key Financial Inc | 35,620 | $878,079 | 0.1% |
| Jacobi Capital Management LLC | 34,950 | $861,563 | 0.0% |
| PRECEDENT WEALTH PARTNERS, LLC | 34,174 | $842,434 | 0.1% |
| UBS Group AG | 29,658 | $731,099 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("BSMY"). BSMY price history · All 13F data
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