DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCH TRD SLF IDX FD (BSCX)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
130
Reporting holders
$785.0M
Reported value
0.0%
Calls
0.0%
Puts
+10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | $167.5M | 7,954,221 | 1.15% | 6q | +13.6%+$20.0M |
| AMERIPRISE FINANCIAL INC | $74.4M | 3,537,744 | 0.02% | 11q | +41.6%+$21.8M |
| RAYMOND JAMES FINANCIAL INC | $71.9M | 3,416,033 | 0.02% | 7q | +5.8%+$3.9M |
| Clearstead Advisors, LLC | $57.9M | 2,750,934 | 0.55% | 4q | +3.3%+$1.9M |
| LPL Financial LLC | $44.4M | 2,110,150 | 0.01% | 11q | +5.3%+$2.2M |
| MORGAN STANLEY | $27.6M | 1,311,679 | 0.00% | 11q | -31.1%-$12.5M |
| IMA Advisory Services, Inc. | $25.3M | 1,203,208 | 1.58% | new | NEW |
| WELLS FARGO & COMPANY/MN | $19.3M | 915,739 | 0.00% | 10q | +10.4%+$1.8M |
| Invesco Ltd. | $19.2M | 911,142 | 0.00% | 11q | +5.8%+$1.0M |
| Janney Montgomery Scott LLC | $14.0M | 666,639 | 0.03% | 3q | +5.8%+$772.6K |
| Baird Financial Group, Inc. | $13.1M | 622,811 | 0.02% | 3q | +17.4%+$1.9M |
| GOLDMAN SACHS GROUP INC | $11.9M | 567,411 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $11.3M | 534,589 | 0.00% | 9q | +8.3%+$864.0K |
| Clark Asset Management, LLC | $10.9M | 519,107 | 0.86% | 10q | +22.7%+$2.0M |
| COOKSON PEIRCE & CO INC | $10.9M | 516,334 | 0.36% | 11q | +4.0%+$421.5K |
| Parkway Wealth Management Group, LLC | $10.1M | 480,088 | 1.17% | 3q | +0.9%+$87.7K |
| BCS Wealth Management | $9.5M | 449,212 | 1.70% | 10q | +3.8%+$345.3K |
| BANK OF AMERICA CORP /DE/ | $9.3M | 441,183 | 0.00% | 10q | +6.5%+$562.9K |
| ROYAL BANK OF CANADA | $8.4M | 398,162 | 0.00% | 11q | +3.9%+$313.2K |
| Modern Wealth Management, LLC | $7.9M | 376,705 | 0.09% | 5q | +11.7%+$833.1K |
| Equitable Holdings, Inc. | $6.4M | 303,093 | 0.04% | 10q | -3.3%-$218.0K |
| OSAIC HOLDINGS, INC. | $6.3M | 297,388 | 0.01% | 11q | +10.8%+$612.8K |
| Apollon Wealth Management, LLC | $6.1M | 289,335 | 0.07% | new | NEW |
| Asset Dedication, LLC | $6.0M | 286,678 | 0.38% | 10q | +7.2%+$405.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 242,570 | 0.00% | 8q | +2.2%+$108.1K |
| NorthAvenue LLC | $4.6M | 219,593 | 3.31% | 3q | +5.4%+$238.6K |
| NorthCrest Asset Manangement, LLC | $4.5M | 216,837 | 0.12% | 4q | +2.4%+$107.2K |
| STEPHENS INC /AR/ | $4.5M | 212,785 | 0.05% | 9q | +5.5%+$231.8K |
| NOTTINGHAM ADVISORS, INC. | $4.5M | 212,131 | 0.53% | 10q | +3.5%+$149.0K |
| Lido Advisors, LLC | $4.2M | 201,547 | 0.01% | 5q | +22.7%+$784.2K |
| VIRTUE ASSET MANAGEMENT LLC | $4.2M | 200,790 | 2.97% | 4q | +31.3%+$1.0M |
| Ledgewood Wealth Advisors, LLC | $4.1M | 195,591 | 2.19% | 9q | +1.3%+$50.9K |
| MAI Capital Management | $3.5M | 164,142 | 0.01% | 4q | +54.9%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 159,600 | 0.00% | 11q | +24.4%+$660.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.3M | 155,542 | 0.06% | 3q | -24.3%-$1.1M |
| DWM Financial Group, Inc. | $3.3M | 152,130 | 2.91% | new | NEW |
| Cetera Investment Advisers | $3.2M | 153,991 | 0.00% | 5q | +21.6%+$576.1K |
| PARK AVENUE SECURITIES LLC | $3.0M | 143,484 | 0.02% | 2q | +30.1%+$699.2K |
| Infinity Wealth Counsel, LLC | $3.0M | 141,517 | 2.41% | 4q | +13.8%+$360.4K |
| Kestra Advisory Services, LLC | $2.9M | 140,017 | 0.01% | 10q | +363.8%+$2.3M |
| Savvy Advisors, Inc. | $2.9M | 136,118 | 0.06% | new | NEW |
| JANE STREET GROUP, LLC | $2.9M | 136,028 | 0.00% | 2q | -27.7%-$1.1M |
| MML INVESTORS SERVICES, LLC | $2.8M | 134,082 | 0.01% | 11q | +38.0%+$776.8K |
| Carroll Advisory Group, LLC | $2.7M | 126,318 | 0.87% | 3q | +11.2%+$267.8K |
| Avior Wealth Management, LLC | $2.6M | 124,944 | 0.07% | 2q | +18.1%+$403.5K |
| Addison Advisors LLC | $2.6M | 124,613 | 1.24% | 11q | -53.1%-$3.0M |
| NOVARE CAPITAL MANAGEMENT LLC | $2.5M | 117,620 | 0.18% | 8q | +8.3%+$190.1K |
| LeClair Wealth Partners LLC | $2.5M | 116,695 | 1.27% | new | NEW |
| DAVIS R M INC | $2.3M | 110,653 | 0.04% | 7q | +100.1%+$1.2M |
| HUB Investment Partners, LLC | $2.1M | 101,642 | 0.04% | 10q | +9.0%+$176.0K |
| UBS Group AG | $2.1M | 99,795 | 0.00% | 11q | +7.7%+$149.3K |
| Rockefeller Capital Management L.P. | $2.1M | 99,425 | 0.00% | 2q | +2814.8%+$2.0M |
| Ellevest, Inc. | $2.0M | 93,798 | 0.23% | 11q | +3.3%+$62.9K |
| Farnam Financial LLC | $2.0M | 93,406 | 1.43% | 8q | HELD |
| AA Financial Advisors, LLC | $2.0M | 93,254 | 0.24% | 3q | +0.8%+$15.0K |
| River Wealth Advisors LLC | $1.7M | 82,602 | 0.18% | 7q | -1.6%-$28.7K |
| Opulen Financial Group LLC | $1.6M | 77,239 | 1.02% | 7q | +6.0%+$92.8K |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.6M | 73,941 | 0.39% | 11q | +8.2%+$118.3K |
| SAWGRASS ASSET MANAGEMENT LLC | $1.5M | 72,502 | 0.20% | 11q | -2.9%-$45.3K |
| Golden Reserve Retirement LLC | $1.5M | 70,264 | 0.23% | 3q | +40.1%+$423.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.5M | 70,028 | 0.02% | 6q | +19.7%+$242.3K |
| Independence Bank of Kentucky | $1.4M | 67,942 | 0.16% | 10q | +17.5%+$213.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 66,051 | 0.00% | 11q | -1.5%-$21.0K |
| HUNTINGTON NATIONAL BANK | $1.4M | 65,919 | 0.01% | 10q | +24.8%+$275.6K |
| MONECO ADVISORS, LLC | $1.3M | 63,684 | 0.08% | 10q | +38.3%+$371.4K |
| G2 CAPITAL MANAGEMENT, LLC / OH | $1.3M | 62,147 | 0.29% | 11q | +1.2%+$15.7K |
| Ark Wealth Advisors LLC | $1.3M | 60,295 | 1.13% | 2q | +25.8%+$260.0K |
| Cambridge Investment Research Advisors, Inc. | $1.3M | 59,909 | 0.00% | 6q | +17.0%+$183.2K |
| Atria Investments, Inc | $1.1M | 51,551 | 0.01% | 9q | -60.9%-$1.7M |
| Wilkins Miller Wealth Management, LLC | $978.6K | 46,477 | 0.54% | 7q | +4.9%+$45.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $960.0K | 262,943 | 0.00% | 7q | +2.5%+$23.6K |
| CITY HOLDING CO | $868.9K | 41,277 | 0.10% | new | NEW |
| Farther Finance Advisors, LLC | $864.9K | 41,078 | 0.01% | 2q | +2.1%+$18.2K |
| CAPTRUST FINANCIAL ADVISORS | $750.0K | 35,620 | 0.00% | 8q | +4.3%+$31.0K |
| STIFEL FINANCIAL CORP | $731.5K | 34,742 | 0.00% | 7q | +7.5%+$51.3K |
| Heritage Trust Co | $690.7K | 32,803 | 0.06% | 2q | +87.9%+$323.0K |
| Concurrent Investment Advisors, LLC | $651.7K | 30,952 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $600.6K | 28,526 | 0.00% | 8q | -61.7%-$965.7K |
| DOVER ADVISORS, LLC | $581.6K | 27,100 | 0.24% | 9q | HELD |
| J.W. COLE ADVISORS, INC. | $553.2K | 26,276 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $540.5K | 25,671 | 0.00% | 9q | -83.4%-$2.7M |
| Allen Capital Group, LLC | $485.8K | 23,071 | 0.04% | 5q | +17.2%+$71.5K |
| GTS SECURITIES LLC | $485.1K | 23,042 | 0.01% | new | NEW |
| Redmond Asset Management, LLC | $469.9K | 22,319 | 0.12% | 4q | +22.3%+$85.7K |
| SIGMA INVESTMENT COUNSELORS INC | $444.3K | 21,103 | 0.02% | 7q | HELD |
| Quartz Partners, LLC | $431.0K | 20,472 | 0.14% | 8q | HELD |
| Hobbs Group Advisors, LLC | $425.5K | 20,206 | 0.11% | 4q | +1.2%+$5.0K |
| Waverly Advisors, LLC | $393.5K | 18,689 | 0.00% | 8q | -0.9%-$3.6K |
| Quadrature Capital Ltd | $388.2K | 18,439 | 0.00% | new | NEW |
| Aprio Wealth Management, LLC | $347.3K | 16,495 | 0.02% | new | NEW |
| Stratos Wealth Partners, LTD. | $343.0K | 16,290 | 0.00% | 3q | HELD |
| Sequoia Financial Advisors, LLC | $337.8K | 16,043 | 0.00% | 3q | -32.1%-$159.8K |
| YANKCOM Partnership | $320.4K | 15,215 | 0.11% | 7q | +10.3%+$30.0K |
| ETF Store, Inc. | $316.6K | 15,036 | 0.26% | 6q | +25.1%+$63.5K |
| Capital Investment Advisors, LLC | $265.1K | 12,590 | 0.00% | 6q | +4.1%+$10.5K |
| Legacy Wealth Partners, LLC | $263.8K | 12,530 | 0.06% | 3q | -19.6%-$64.2K |
| VestGen Advisors, LLC | $260.9K | 12,391 | 0.01% | 2q | +10.0%+$23.7K |
| Redwood Financial Network Corp | $248.8K | 11,815 | 0.14% | 2q | +18.6%+$38.9K |
| Ancora Advisors LLC | $246.3K | 11,700 | 0.00% | 3q | HELD |
| Aureum Wealth Management, LLC | $242.2K | 11,504 | 0.15% | 2q | HELD |
Showing the largest 100 of 130 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 49 | $93.9M | 4,906,328 | 7 | 28 | 7 | 0.0% |
| Q2 2026 | 130 | $785.0M | 37,503,760 | 20 | 73 | 20 | 0.0% |
| Q1 2026 | 120 | $691.9M | 32,924,012 | 17 | 66 | 20 | 0.0% |
| Q4 2025 | 108 | $649.9M | 30,285,185 | 17 | 65 | 10 | 0.0% |
| Q3 2025 | 96 | $535.0M | 24,921,130 | 14 | 58 | 10 | 0.0% |
| Q2 2025 | 85 | $465.0M | 21,933,243 | 9 | 50 | 17 | 0.0% |
| Q1 2025 | 82 | $402.7M | 19,279,528 | 11 | 49 | 12 | 0.0% |
| Q4 2024 | 77 | $273.6M | 13,266,039 | 12 | 45 | 9 | 0.0% |
| Q3 2024 | 66 | $239.2M | 11,087,884 | 13 | 39 | 7 | 0.0% |
| Q2 2024 | 53 | $177.1M | 8,592,699 | 11 | 35 | 3 | 0.0% |
| Q1 2024 | 44 | $165.3M | 7,964,319 | 21 | 21 | 1 | 0.0% |
| Q4 2023 | 26 | $53.9M | 2,532,576 | 23 | 0 | 2 | 0.0% |
| Q3 2023 | 2 | $8.7M | 444,032 | 2 | 0 | 0 | 0.0% |