BSSX institutional holders

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

Managers holding67
Shares held3,179,525
Reported value$82.0m
Quarter flows12 new, 35 added, 10 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC291,269$7.5m0.0%
Atlantic Union Bankshares Corp233,605$6.0m0.1%
CONFLUENCE INVESTMENT MANAGEMENT LLC220,399$5.7m0.1%
BANK OF AMERICA CORP /DE/197,195$5.1m0.0%
RAYMOND JAMES FINANCIAL INC168,398$4.3m0.0%
PRECEDENT WEALTH PARTNERS, LLC156,010$4.0m0.7%
Kestra Advisory Services, LLC152,003$3.9m0.0%
HighTower Advisors, LLC134,180$3.5m0.0%
Hills Bank & Trust Co133,998$3.5m0.1%
Legacy Private Trust Co.112,436$2.9m0.2%
Envision Financial Planning, LLC108,391$2.8m0.9%
Sequoia Financial Advisors, LLC101,789$2.6m0.0%
Invesco Ltd.90,969$2.3m0.0%
MORGAN STANLEY90,685$2.3m0.0%
Clark Asset Management, LLC51,238$1.3m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50,877$1.3m0.0%
Lido Advisors, LLC50,600$1.3m0.0%
OSAIC HOLDINGS, INC.47,579$1.2m0.0%
ENVESTNET ASSET MANAGEMENT INC47,011$1.2m0.0%
Key Financial Inc45,809$1.2m0.2%
STIFEL FINANCIAL CORP44,721$1.2m0.0%
AMERIPRISE FINANCIAL INC38,870$1.0m0.0%
JANE STREET GROUP, LLC38,739$999,6600.0%
Jacobi Capital Management LLC38,173$985,0650.0%
UBS Group AG36,200$934,1410.0%

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

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