Invesco Exchange-Traded Self-Indexed Fund Trust - BSCX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | History | Added to | 6,878,553 | 147,613 | 1.06% | 1.02% | 1 | +356,790 | 5.47% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,030,423 | 65,032 | 0.02% | 0.02% | 2 | +140,492 | 4.86% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,449,217 | 52,560 | 0.66% | 0.27% | 3 | +1,499,330 | 157.84% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,407,397 | 51,662 | 0.01% | 0.01% | 4 | +80,492 | 3.46% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,833,315 | 39,342 | 0.01% | 0.01% | 5 | +206,291 | 12.68% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,696,854 | 36,414 | 0.0% | 0.0% | 6 | +226,156 | 15.38% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 874,173 | 18,759 | 1.89% | 2.09% | 7 | +441,672 | 102.12% | Q4 2025 | Jan 26, 2026 |
| Invesco Ltd. | History | Added to | 816,163 | 17,514 | 0.0% | 0.0% | 8 | +44,033 | 5.7% | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 699,152 | 15,003 | 0.0% | 0.0% | 9 | +144,318 | 26.01% | Q4 2025 | Feb 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Added to | 665,256 | 14,276 | 1.11% | 0.79% | 10 | +124,863 | 23.11% | Q4 2025 | Feb 11, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 493,185 | 10,583 | 0.44% | 0.42% | 11 | +19,401 | 4.09% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | New | 466,238 | 10,005 | 0.02% | — | 12 | +466,238 | New | Q4 2025 | Feb 13, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 431,956 | 9,269 | 1.24% | — | 13 | +431,956 | New | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 425,846 | 9,138 | 0.01% | 0.0% | 14 | +125,593 | 41.83% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 366,761 | 7,870 | 0.0% | 0.0% | 15 | +24,169 | 7.05% | Q4 2025 | Feb 17, 2026 |
| Clark Asset Management, LLC | History | Added to | 351,203 | 7,536 | 0.78% | 0.72% | 16 | +62,513 | 21.65% | Q4 2025 | Jan 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 332,563 | 7,136 | 0.13% | 0.13% | 17 | +25,742 | 8.39% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 324,740 | 6,968 | 0.05% | 0.05% | 18 | +620 | 0.19% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 6,696 | 6,696 | 0.0% | — | 19 | +6,696 | New | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Added to | 250,270 | 5,370 | 1.21% | 1.15% | 20 | +18,286 | 7.88% | Q4 2025 | Feb 06, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 242,690 | 5,216 | 0.12% | 0.13% | 21 | -4,235 | -1.72% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 225,532 | 4,839 | 0.01% | 0.01% | 22 | +21,483 | 10.53% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | Added to | 225,063 | 4,829 | 0.32% | 0.22% | 23 | +71,805 | 46.85% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 215,295 | 4,620 | 0.0% | 0.0% | 24 | +2,492 | 1.17% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 197,168 | 4,231 | 0.0% | — | 25 | +197,168 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 190,073 | 4,079 | 0.01% | — | 26 | +190,073 | New | Q4 2025 | Feb 11, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 189,223 | 4,060 | 0.57% | 0.5% | 27 | +22,235 | 13.32% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | Reduced | 182,227 | 3,910 | 0.01% | 0.01% | 28 | -8,147 | -4.28% | Q4 2025 | Feb 10, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 181,270 | 3,890 | 2.24% | 2.13% | 29 | +13,652 | 8.14% | Q4 2025 | Jan 16, 2026 |
| NorthAvenue LLC | History | New | 178,075 | 3,821 | 3.16% | — | 30 | +178,075 | New | Q4 2025 | Apr 02, 2026 |
| STEPHENS INC /AR/ | History | Added to | 173,777 | 3,729 | 0.05% | 0.04% | 31 | +23,886 | 15.94% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 155,986 | 3,347 | 0.02% | 0.01% | 32 | +34,238 | 28.12% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 136,554 | 2,930 | 0.03% | 0.03% | 33 | +12,360 | 9.95% | Q4 2025 | Feb 05, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 122,950 | 2,638 | 2.4% | 0.78% | 34 | +85,340 | 226.91% | Q4 2025 | Jan 15, 2026 |
| AA Financial Advisors, LLC | History | New | 122,526 | 2,629 | 0.49% | — | 35 | +122,526 | New | Q4 2025 | Jan 14, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Added to | 119,254 | 2,559 | 2.04% | 1.88% | 36 | +13,059 | 12.3% | Q4 2025 | Feb 10, 2026 |
| LeClair Wealth Partners LLC | History | New | 110,978 | 2,381 | 1.38% | — | 37 | +110,978 | New | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 110,277 | 2,366 | 0.0% | 0.0% | 38 | +40,489 | 58.02% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 105,515 | 2,264 | 0.01% | 0.01% | 39 | +8,849 | 9.15% | Q4 2025 | Feb 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 104,472 | 2,241 | 0.17% | 0.17% | 40 | +2,410 | 2.36% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 91,946 | 1,973 | 0.05% | 0.06% | 41 | +1,666 | 1.85% | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | Added to | 91,222 | 1,957 | 0.27% | 0.25% | 42 | +9,534 | 11.67% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 82,693 | 1,777 | 0.0% | 0.0% | 43 | +27,533 | 49.91% | Q4 2025 | Jan 08, 2026 |
| Carroll Advisory Group, LLC | History | New | 82,793 | 1,776 | 0.77% | — | 44 | +82,793 | New | Q4 2025 | Feb 09, 2026 |
| Farnam Financial LLC | History | Added to | 81,518 | 1,749 | 1.32% | 1.3% | 45 | +3,791 | 4.88% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Added to | 77,484 | 1,662 | 0.0% | 0.0% | 46 | +17,587 | 29.36% | Q4 2025 | Jan 29, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 75,302 | 1,615 | 0.2% | 0.15% | 47 | +19,665 | 35.35% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 74,705 | 1,603 | 0.0% | 0.0% | 48 | +5,697 | 8.26% | Q4 2025 | Feb 10, 2026 |
| Opulen Financial Group LLC | History | Added to | 70,038 | 1,503 | 1.09% | 1.13% | 49 | +830 | 1.2% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 64,658 | 1,387 | 0.0% | 0.0% | 50 | -381 | -0.59% | Q4 2025 | Feb 12, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 62,443 | 1,340 | 0.36% | 0.35% | 51 | +4,481 | 7.73% | Q4 2025 | Jan 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 60,824 | 1,305 | 0.02% | 0.02% | 52 | +4,314 | 7.63% | Q4 2025 | Jan 29, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 60,685 | 1,302 | 0.31% | 0.32% | 53 | +720 | 1.2% | Q4 2025 | Jan 23, 2026 |
| River Wealth Advisors LLC | History | Added to | 58,116 | 1,247 | 0.14% | 0.12% | 54 | +8,540 | 17.23% | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 54,872 | 1,177 | 0.11% | 0.12% | 55 | +770 | 1.42% | Q4 2025 | Jan 30, 2026 |
| Independence Bank of Kentucky | History | Added to | 46,348 | 994 | 0.12% | 0.12% | 56 | +1,399 | 3.11% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 46,093 | 989 | 0.01% | 0.0% | 57 | +46,000 | 49462.37% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 45,841 | 983 | 0.01% | 0.01% | 58 | +7,677 | 20.12% | Q4 2025 | Feb 09, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 42,975 | 922 | 0.07% | 0.08% | 59 | -225 | -0.52% | Q4 2025 | Feb 04, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 41,248 | 885 | 0.53% | 0.44% | 60 | +7,845 | 23.49% | Q4 2025 | Jan 21, 2026 |
| DAVIS R M INC | History | Added to | 38,312 | 822 | 0.01% | 0.01% | 61 | +14,532 | 61.11% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 35,088 | 752 | 0.0% | 0.0% | 62 | +148 | 0.42% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 33,840 | 726 | 0.0% | 0.0% | 63 | +8,863 | 35.48% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 33,008 | 708 | 0.0% | 0.0% | 64 | +1,654 | 5.28% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,323 | 651 | 0.0% | 0.0% | 65 | +11,322 | 59.59% | Q4 2025 | Feb 05, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 27,100 | 581 | 0.23% | 0.23% | 66 | +750 | 2.85% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 25,959 | 557 | 0.01% | 0.01% | 67 | +156 | 0.6% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 23,635 | 507 | 0.0% | — | 68 | +23,635 | New | Q4 2025 | Feb 03, 2026 |
| GTS SECURITIES LLC | History | New | 21,499 | 461 | 0.02% | — | 69 | +21,499 | New | Q4 2025 | Feb 13, 2026 |
| Golden Reserve Retirement LLC | History | New | 21,131 | 453 | 0.08% | — | 70 | +21,131 | New | Q4 2025 | Jan 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 21,103 | 452 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,994 | 450 | 0.0% | 0.0% | 72 | -5,503 | -20.77% | Q4 2025 | Feb 17, 2026 |
| Quartz Partners, LLC | History | Reduced | 20,472 | 439 | 0.16% | 0.18% | 73 | -2,345 | -10.28% | Q4 2025 | Feb 13, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 19,744 | 423 | 0.13% | 0.13% | 74 | +227 | 1.16% | Q4 2025 | Jan 28, 2026 |
| Allen Capital Group, LLC | History | Added to | 17,467 | 374 | 0.03% | 0.03% | 75 | +2,815 | 19.21% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 16,290 | 349 | 0.0% | — | 76 | +16,290 | New | Q4 2025 | Jan 20, 2026 |
| Legacy Wealth Partners, LLC | History | New | 16,264 | 349 | 0.09% | — | 77 | +16,264 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 15,600 | 334 | 0.0% | 0.0% | 78 | +34 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Redmond Asset Management, LLC | History | Added to | 14,954 | 320 | 0.08% | 0.07% | 79 | +950 | 6.78% | Q4 2025 | Feb 09, 2026 |
| YANKCOM Partnership | History | Added to | 13,792 | 295 | 0.13% | 0.09% | 80 | +4,423 | 47.21% | Q4 2025 | Jan 20, 2026 |
| Diversified Portfolios, Inc. | History | New | 12,865 | 276 | 0.02% | — | 81 | +12,865 | New | Q4 2025 | Feb 09, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 12,726 | 273 | 0.16% | 0.18% | 82 | -190 | -1.47% | Q4 2025 | Feb 09, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 12,246 | 262 | 0.0% | 0.0% | 83 | +1,610 | 15.14% | Q4 2025 | Feb 11, 2026 |
| ETF Store, Inc. | History | Added to | 12,081 | 259 | 0.26% | 0.25% | 84 | +871 | 7.77% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 11,962 | 256 | 0.0% | 0.0% | 85 | +1,680 | 16.34% | Q4 2025 | Jan 13, 2026 |
| Ancora Advisors LLC | History | New | 11,700 | 251 | 0.01% | — | 86 | +11,700 | New | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 10,942 | 234 | 0.04% | 0.04% | 87 | +475 | 4.54% | Q4 2025 | Jan 14, 2026 |
| Clearstead Trust, LLC | History | New | 10,700 | 229 | 0.04% | — | 88 | +10,700 | New | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,842 | 211 | 0.0% | — | 89 | +9,842 | New | Q4 2025 | Jan 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 4,524 | 97 | 0.0% | 0.0% | 90 | +2,000 | 79.24% | Q4 2025 | Feb 02, 2026 |
| Marquette Asset Management, LLC | History | Added to | 4,495 | 96 | 0.01% | 0.01% | 91 | +377 | 9.15% | Q4 2025 | Jan 16, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 4,133 | 88 | 0.04% | 0.05% | 92 | -781 | -15.89% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,755 | 80 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | New | 2,807 | 60 | 0.0% | — | 94 | +2,807 | New | Q4 2025 | Jan 30, 2026 |
| Davis Capital Management | History | Reduced | 2,811 | 60 | 0.04% | 0.04% | 95 | -35 | -1.23% | Q4 2025 | Jan 28, 2026 |
| Community Bank, N.A. | History | Added to | 2,715 | 58 | 0.01% | 0.01% | 96 | +15 | 0.56% | Q4 2025 | Feb 04, 2026 |
| Noble Wealth Management PBC | History | No change | 1,650 | 35 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | New | 1,577 | 34 | 0.0% | — | 98 | +1,577 | New | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,563 | 33 | 0.0% | — | 99 | +1,563 | New | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | No change | 1,334 | 29 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | No change | 1,011 | 21 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 650 | 13 | 0.0% | 0.0% | 102 | +150 | 30.0% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 378 | 8 | 0.0% | — | 103 | +378 | New | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 250 | 5 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 170 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | New | 59 | 1 | 0.0% | — | 106 | +59 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -186,577 | -100.0% | Q3 2025 | Nov 26, 2025 |
| TLWM | History | Closed out | 0 | 0 | — | 0.3% | — | -77,537 | -100.0% | Q3 2025 | Oct 10, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -60,316 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,608 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,509 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -9,541 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,300 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q3 2025 | Nov 06, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 13, 2025 |