Invesco Exchange-Traded Self-Indexed Fund Trust - BSCO
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Reduced | 29,579,723 | 623,531 | 3.11% | 3.7% | 1 | -1,942,448 | -6.16% | Q3 2024 | Nov 14, 2024 |
| LPL Financial LLC | History | Reduced | 4,128,956 | 87,203 | 0.04% | 0.04% | 2 | -77,909 | -1.85% | Q3 2024 | Nov 08, 2024 |
| MORGAN STANLEY | History | Reduced | 3,426,114 | 72,359 | 0.01% | 0.01% | 3 | -582,900 | -14.54% | Q3 2024 | May 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,123,763 | 65,973 | 0.01% | 0.02% | 4 | -664,661 | -17.54% | Q3 2024 | Nov 13, 2024 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,057,025 | 64,564 | 0.16% | 0.01% | 5 | -482,670 | -13.64% | Q3 2024 | Mar 18, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,088,700 | 44,113 | 0.07% | 0.07% | 6 | -6,100 | -0.29% | Q3 2024 | Nov 13, 2024 |
| Invesco Ltd. | History | Added to | 2,012,940 | 42,513 | 0.01% | 0.01% | 7 | +270,986 | 15.56% | Q3 2024 | Nov 12, 2024 |
| EASTERN BANK | History | Reduced | 1,351,668 | 28,547 | 0.51% | 1.16% | 8 | -13,416 | -0.98% | Q3 2024 | Oct 21, 2024 |
| Brookstone Capital Management | History | Reduced | 1,202,934 | 25,405 | 0.37% | 0.43% | 9 | -16,371 | -1.34% | Q3 2024 | Oct 08, 2024 |
| UBS Group AG | History | Reduced | 1,112,426 | 23,494 | 0.01% | 0.01% | 10 | -144,362 | -11.49% | Q3 2024 | Nov 14, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,052,907 | 22,242 | 0.05% | 0.06% | 11 | -106,423 | -9.18% | Q3 2024 | Nov 13, 2024 |
| ROYAL BANK OF CANADA | History | Added to | 959,278 | 20,260 | 0.0% | 0.0% | 12 | +57,160 | 6.34% | Q3 2024 | Nov 14, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 866,092 | 18,291 | 0.34% | 0.37% | 13 | -21,858 | -2.46% | Q3 2024 | Nov 13, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 716,995 | 15,142 | 0.0% | 0.01% | 14 | +13,363 | 1.9% | Q3 2024 | Nov 07, 2024 |
| STEPHENS INC /AR/ | History | Reduced | 699,848 | 14,780 | 0.21% | 0.23% | 15 | -22,043 | -3.05% | Q3 2024 | Oct 28, 2024 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 628,179 | 13,282 | 0.0% | 0.0% | 16 | -211,404 | -25.18% | Q3 2024 | Nov 14, 2024 |
| Integrated Wealth Concepts LLC | History | Reduced | 625,887 | 13,218 | 0.16% | 0.23% | 17 | -158,715 | -20.23% | Q3 2024 | Nov 14, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 608,238 | 12,846 | 0.02% | 0.03% | 18 | -400,111 | -39.68% | Q3 2024 | Oct 18, 2024 |
| MML INVESTORS SERVICES, LLC | History | Added to | 578,291 | 12,214 | 0.04% | 0.04% | 19 | +74,516 | 14.79% | Q3 2024 | Nov 15, 2024 |
| Colony Group, LLC | History | Added to | 498,524 | 10,528 | 0.03% | 0.04% | 20 | +1,637 | 0.33% | Q3 2024 | Nov 14, 2024 |
| OneDigital Investment Advisors LLC | History | Reduced | 437,999 | 9,250 | 0.11% | 0.12% | 21 | -5,966 | -1.34% | Q3 2024 | Nov 06, 2024 |
| DAVIS R M INC | History | Reduced | 437,021 | 9,229 | 0.18% | 0.22% | 22 | -74,017 | -14.48% | Q3 2024 | Nov 13, 2024 |
| Kestra Advisory Services, LLC | History | Reduced | 414,386 | 8,751 | 0.05% | 0.08% | 23 | -248,284 | -37.47% | Q3 2024 | Nov 13, 2024 |
| STIFEL FINANCIAL CORP | History | Reduced | 394,530 | 8,332 | 0.01% | 0.01% | 24 | -144,903 | -26.86% | Q3 2024 | Nov 14, 2024 |
| JANE STREET GROUP, LLC | History | Added to | 393,257 | 8,305 | 0.0% | 0.0% | 25 | +7,326 | 1.9% | Q3 2024 | Nov 15, 2024 |
| Mariner, LLC | History | Added to | 364,209 | 7,692 | 0.01% | 0.01% | 26 | +62,987 | 20.91% | Q3 2024 | Nov 13, 2024 |
| Private Advisor Group, LLC | History | Reduced | 361,861 | 7,642 | 0.05% | 0.05% | 27 | -25,829 | -6.66% | Q3 2024 | Oct 22, 2024 |
| MGO ONE SEVEN LLC | History | Reduced | 332,925 | 7,031 | 0.3% | 0.34% | 28 | -4,303 | -1.28% | Q3 2024 | Oct 15, 2024 |
| Cetera Investment Advisers | History | Added to | 305,227 | 6,446 | 0.01% | 0.01% | 29 | +40,422 | 15.26% | Q3 2024 | Nov 13, 2024 |
| CITADEL ADVISORS LLC | History | Reduced | 278,732 | 5,886 | 0.0% | 0.0% | 30 | -265,032 | -48.74% | Q3 2024 | Nov 14, 2024 |
| NewEdge Advisors, LLC | History | Added to | 254,380 | 5,372 | 0.03% | 0.04% | 31 | +17,945 | 7.59% | Q3 2024 | Nov 14, 2024 |
| Stratos Wealth Partners, LTD. | History | Added to | 243,617 | 5,145 | 0.07% | 0.07% | 32 | +28,789 | 13.4% | Q3 2024 | Oct 17, 2024 |
| Waverly Advisors, LLC | History | Reduced | 242,434 | 5,120 | 0.09% | 0.11% | 33 | -19,591 | -7.48% | Q3 2024 | Nov 14, 2024 |
| Equitable Holdings, Inc. | History | Added to | 235,113 | 4,965 | 0.05% | 0.05% | 34 | +5,180 | 2.25% | Q3 2024 | Nov 14, 2024 |
| Sanctuary Advisors, LLC | History | Added to | 227,303 | 4,796 | 0.03% | 0.02% | 35 | +125,587 | 123.47% | Q3 2024 | Nov 25, 2024 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 209,096 | 4,416 | 0.01% | 0.01% | 36 | +11,384 | 5.76% | Q3 2024 | Nov 14, 2024 |
| BANK OF MONTREAL /CAN/ | History | New | 204,400 | 4,316 | 0.0% | — | 37 | +204,400 | New | Q3 2024 | Nov 13, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 201,728 | 4,260 | 0.0% | 0.0% | 38 | +18,514 | 10.11% | Q3 2024 | Nov 12, 2024 |
| Gradient Investments LLC | History | Reduced | 185,982 | 3,927 | 0.08% | 0.1% | 39 | -18,663 | -9.12% | Q3 2024 | Oct 15, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 184,760 | 3,902 | 0.01% | 0.01% | 40 | +22,233 | 13.68% | Q3 2024 | Oct 24, 2024 |
| EP Wealth Advisors, LLC | History | Added to | 174,763 | 3,690 | 0.03% | 0.01% | 41 | +137,718 | 371.76% | Q3 2024 | Nov 15, 2024 |
| HighTower Advisors, LLC | History | Reduced | 163,468 | 3,456 | 0.0% | 0.01% | 42 | -20,058 | -10.93% | Q3 2024 | Nov 14, 2024 |
| Carnegie Investment Counsel | History | Reduced | 154,148 | 3,255 | 0.1% | 0.14% | 43 | -55,708 | -26.55% | Q3 2024 | Oct 10, 2024 |
| JPMORGAN CHASE & CO | History | Reduced | 149,649 | 3,160 | 0.0% | 0.0% | 44 | -13,636 | -8.35% | Q3 2024 | Dec 26, 2024 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 139,957 | 2,955 | 0.08% | 0.09% | 45 | +2,658 | 1.94% | Q3 2024 | Nov 01, 2024 |
| TRUIST FINANCIAL CORP | History | Added to | 127,150 | 2,685 | 0.0% | 0.0% | 46 | +10 | 0.01% | Q3 2024 | Nov 13, 2024 |
| HM PAYSON & CO | History | Reduced | 122,636 | 2,590 | 0.04% | 0.05% | 47 | -5,765 | -4.49% | Q3 2024 | Oct 28, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 110,943 | 2,343 | 0.0% | 0.0% | 48 | -138,415 | -55.51% | Q3 2024 | Nov 14, 2024 |
| US BANCORP \DE\ | History | Reduced | 98,585 | 2,082 | 0.0% | 0.0% | 49 | -8,832 | -8.22% | Q3 2024 | Oct 28, 2024 |
| OLD MISSION CAPITAL LLC | History | Added to | 89,097 | 1,881 | 0.03% | 0.0% | 50 | +76,250 | 593.52% | Q3 2024 | Nov 14, 2024 |
| Baird Financial Group, Inc. | History | Added to | 85,775 | 1,811 | 0.0% | 0.0% | 51 | +1,227 | 1.45% | Q3 2024 | Nov 14, 2024 |
| Prospera Financial Services Inc | History | Added to | 76,207 | 1,609 | 0.04% | 0.04% | 52 | +14,809 | 24.12% | Q3 2024 | Nov 07, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 74,776 | 1,579 | 0.0% | 0.0% | 53 | +7 | 0.01% | Q3 2024 | Nov 14, 2024 |
| J.W. COLE ADVISORS, INC. | History | Added to | 66,678 | 1,408 | 0.06% | 0.05% | 54 | +14,762 | 28.43% | Q3 2024 | Oct 24, 2024 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 64,990 | 1,372 | 0.01% | 0.01% | 55 | -3,183 | -4.67% | Q3 2024 | Nov 06, 2024 |
| Pathstone Holdings, LLC | History | Reduced | 62,705 | 1,324 | 0.01% | 0.01% | 56 | -66,196 | -51.35% | Q3 2024 | Nov 07, 2024 |
| Savant Capital, LLC | History | Reduced | 62,674 | 1,323 | 0.01% | 0.02% | 57 | -39,611 | -38.73% | Q3 2024 | Nov 04, 2024 |
| Geneos Wealth Management Inc. | History | Reduced | 62,363 | 1,317 | 0.05% | 0.13% | 58 | -79,157 | -55.93% | Q3 2024 | Nov 14, 2024 |
| Atria Investments, Inc | History | Added to | 54,440 | 1,149 | 0.01% | 0.01% | 59 | +2,094 | 4.0% | Q3 2024 | Nov 01, 2024 |
| BROWN ADVISORY INC | History | No change | 53,774 | 1,135 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2024 | Nov 13, 2024 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 52,193 | 1,102 | 0.0% | 0.0% | 61 | +37,018 | 243.94% | Q3 2024 | Nov 12, 2024 |
| Squarepoint Ops LLC | History | Reduced | 48,424 | 1,022 | 0.0% | 0.0% | 62 | -2,029 | -4.02% | Q3 2024 | Nov 14, 2024 |
| Sigma Planning Corp | History | Added to | 42,326 | 893 | 0.03% | 0.03% | 63 | +292 | 0.69% | Q3 2024 | Nov 04, 2024 |
| Global Retirement Partners, LLC | History | Reduced | 41,402 | 874 | 0.03% | 0.03% | 64 | -10,652 | -20.46% | Q3 2024 | Oct 16, 2024 |
| Apella Capital, LLC | History | Reduced | 39,945 | 844 | 0.03% | 0.04% | 65 | -2,755 | -6.45% | Q3 2024 | Oct 03, 2024 |
| Creative Planning | History | Reduced | 38,086 | 804 | 0.0% | 0.0% | 66 | -6,816 | -15.18% | Q3 2024 | Oct 11, 2024 |
| Aptus Capital Advisors, LLC | History | Added to | 31,974 | 675 | 0.01% | 0.01% | 67 | +5,613 | 21.29% | Q3 2024 | Nov 05, 2024 |
| Foundations Investment Advisors, LLC | History | Added to | 30,518 | 644 | 0.01% | 0.01% | 68 | +11,464 | 60.17% | Q3 2024 | Oct 21, 2024 |
| Beacon Pointe Advisors, LLC | History | Reduced | 30,298 | 639 | 0.01% | 0.01% | 69 | -5,891 | -16.28% | Q3 2024 | Nov 14, 2024 |
| BENJAMIN EDWARDS INC | History | New | 30,218 | 637 | 0.01% | — | 70 | +30,218 | New | Q3 2024 | Nov 14, 2024 |
| FRANKLIN RESOURCES INC | History | No change | 29,845 | 631 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q3 2024 | Nov 27, 2024 |
| Mesirow Financial Investment Management, Inc. | History | No change | 28,881 | 609 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q3 2024 | Nov 01, 2024 |
| Advisory Services Network, LLC | History | No change | 26,401 | 555 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| CIBC WORLD MARKET INC. | History | Reduced | 26,125 | 552 | 0.0% | 0.0% | 74 | -5,100 | -16.33% | Q3 2024 | Nov 12, 2024 |
| Cerity Partners LLC | History | Added to | 25,366 | 535 | 0.0% | 0.0% | 75 | +4,584 | 22.06% | Q3 2024 | Nov 12, 2024 |
| Apollon Wealth Management, LLC | History | Reduced | 25,200 | 532 | 0.02% | 0.02% | 76 | -2,300 | -8.36% | Q3 2024 | Nov 05, 2024 |
| COMERICA BANK | History | Added to | 24,994 | 527 | 0.0% | 0.0% | 77 | +6,823 | 37.55% | Q3 2024 | Nov 14, 2024 |
| Atomi Financial Group, Inc. | History | Added to | 24,125 | 509 | 0.03% | 0.03% | 78 | +6,928 | 40.29% | Q3 2024 | Oct 08, 2024 |
| RFG Advisory, LLC | History | Reduced | 23,115 | 488 | 0.01% | 0.02% | 79 | -8,273 | -26.36% | Q3 2024 | Oct 17, 2024 |
| HB Wealth Management, LLC | History | New | 22,151 | 467 | 0.01% | — | 80 | +22,151 | New | Q3 2024 | Oct 15, 2024 |
| Arkadios Wealth Advisors | History | Added to | 21,338 | 450 | 0.03% | 0.03% | 81 | +370 | 1.76% | Q3 2024 | Oct 24, 2024 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,579 | 434 | 0.0% | 0.03% | 83 | -95,010 | -82.2% | Q3 2024 | Nov 14, 2024 |
| Capital Investment Advisors, LLC | History | Reduced | 20,566 | 434 | 0.01% | 0.01% | 82 | -1,418 | -6.45% | Q3 2024 | Oct 17, 2024 |
| TCG Advisory Services, LLC | History | Reduced | 20,219 | 427 | 0.02% | 0.02% | 84 | -2,131 | -9.53% | Q3 2024 | Nov 14, 2024 |
| IFP Advisors, Inc | History | Reduced | 15,616 | 329 | 0.01% | 0.02% | 85 | -2,502 | -13.81% | Q3 2024 | Feb 04, 2025 |
| DAVENPORT & Co LLC | History | No change | 15,300 | 323 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q3 2024 | Oct 24, 2024 |
| Valmark Advisers, Inc. | History | Added to | 14,983 | 316 | 0.0% | 0.01% | 87 | +335 | 2.29% | Q3 2024 | Oct 25, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,760 | 311 | 0.0% | 0.0% | 88 | +5,080 | 52.48% | Q3 2024 | Nov 08, 2024 |
| Atlantic Union Bankshares Corp | History | Reduced | 14,494 | 306 | 0.02% | 0.02% | 89 | -3,833 | -20.91% | Q3 2024 | Nov 14, 2024 |
| Snowden Capital Advisors LLC | History | Reduced | 13,924 | 294 | 0.01% | 0.01% | 90 | -3,063 | -18.03% | Q3 2024 | Nov 14, 2024 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 13,311 | 281 | 0.01% | — | 91 | +13,311 | New | Q3 2024 | Oct 31, 2024 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,115 | 276 | 0.01% | 0.01% | 92 | +42 | 0.32% | Q3 2024 | Nov 04, 2024 |
| Clearstead Advisors, LLC | History | Reduced | 12,043 | 254 | 0.0% | 0.01% | 93 | -1,960 | -14.0% | Q3 2024 | Nov 13, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 11,893 | 251 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q3 2024 | Nov 06, 2024 |
| First Command Advisory Services, Inc. | History | Added to | 11,095 | 234 | 0.0% | 0.0% | 95 | +115 | 1.05% | Q3 2024 | Oct 25, 2024 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 10,915 | 230 | 0.01% | 0.02% | 96 | -21,174 | -65.99% | Q3 2024 | Oct 28, 2024 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 10,561 | 223 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2024 | Oct 28, 2024 |
| IHT Wealth Management, LLC | History | Reduced | 10,550 | 222 | 0.01% | 0.01% | 98 | -1,358 | -11.4% | Q3 2024 | Nov 14, 2024 |
| Rockefeller Capital Management L.P. | History | New | 10,228 | 216 | 0.0% | — | 99 | +10,228 | New | Q3 2024 | Nov 14, 2024 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,438 | 199 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q3 2024 | Nov 13, 2024 |
| Allworth Financial LP | History | Reduced | 4,670 | 98 | 0.0% | 0.0% | 101 | -7,113 | -60.37% | Q3 2024 | Oct 23, 2024 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,133 | 87 | 0.0% | 0.0% | 102 | +2,730 | 194.58% | Q3 2024 | Nov 13, 2024 |
| Farther Finance Advisors, LLC | History | Reduced | 4,030 | 85 | 0.0% | 0.04% | 103 | -39,607 | -90.76% | Q3 2024 | Oct 29, 2024 |
| BOKF, NA | History | New | 3,455 | 73 | 0.0% | — | 104 | +3,455 | New | Q3 2024 | Nov 14, 2024 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,500 | 52 | 0.0% | 0.0% | 105 | -7,000 | -73.68% | Q3 2024 | Nov 12, 2024 |
| Ancora Advisors LLC | History | Reduced | 2,415 | 51 | 0.0% | 0.0% | 106 | -105 | -4.17% | Q3 2024 | Nov 14, 2024 |
| Caldwell Trust Co | History | New | 1,397 | 29 | 0.0% | — | 107 | +1,397 | New | Q3 2024 | Sep 24, 2025 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 1,224 | 25 | 0.0% | — | 108 | +1,224 | New | Q3 2024 | Oct 25, 2024 |
| Wilmington Savings Fund Society, FSB | History | New | 968 | 20 | 0.0% | — | 109 | +968 | New | Q3 2024 | Nov 25, 2024 |
| FIFTH THIRD BANCORP | History | Reduced | 105 | 2 | 0.0% | 0.0% | 110 | -635 | -85.81% | Q3 2024 | Oct 17, 2024 |
| Tower Research Capital LLC (TRC) | History | Reduced | 100 | 2 | 0.0% | 0.0% | 111 | -100 | -50.0% | Q3 2024 | Nov 14, 2024 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.01% | — | -33,246 | -100.0% | Q2 2024 | Aug 01, 2024 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,683 | -100.0% | Q2 2024 | Aug 08, 2024 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,680 | -100.0% | Q2 2024 | Jul 09, 2024 |
| FMR LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2024 | Nov 13, 2024 |