Invesco Exchange-Traded Self-Indexed Fund Trust - BSCY
Detailed investor-level table based on 13F positions.
Early Q1 2026 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,518,152 | 52,931 | 0.02% | 0.01% | 1 | +352,312 | 16.27% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,738,078 | 36,534 | 0.26% | — | 2 | +1,738,078 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,073,606 | 22,567 | 0.01% | 0.01% | 3 | +221,464 | 25.99% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 851,096 | 17,890 | 0.0% | 0.0% | 4 | +303,242 | 55.35% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 831,500 | 17,478 | 0.0% | 0.0% | 5 | +47,000 | 5.99% | Q4 2025 | Feb 19, 2026 |
| BCS Wealth Management | History | Added to | 666,220 | 14,003 | 1.41% | 1.41% | 6 | +368,933 | 124.1% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 518,972 | 10,908 | 0.0% | 0.0% | 7 | +64,582 | 14.21% | Q4 2025 | Feb 13, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 504,697 | 10,608 | 0.44% | 0.42% | 8 | +18,552 | 3.82% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 279,436 | 5,873 | 0.0% | 0.0% | 9 | +136,545 | 95.56% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 277,455 | 5,832 | 0.04% | 0.04% | 10 | +19,260 | 7.46% | Q4 2025 | Feb 17, 2026 |
| Clark Asset Management, LLC | History | Added to | 260,494 | 5,475 | 0.57% | 0.5% | 11 | +56,629 | 27.78% | Q4 2025 | Jan 27, 2026 |
| Addison Advisors LLC | History | Added to | 245,014 | 5,150 | 1.16% | 0.97% | 12 | +45,252 | 22.65% | Q4 2025 | Feb 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 226,880 | 4,769 | 1.45% | 1.31% | 13 | +22,788 | 11.17% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 208,957 | 4,392 | 0.0% | 0.0% | 14 | +4,710 | 2.31% | Q4 2025 | Feb 10, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 202,180 | 4,249 | 2.45% | 2.51% | 15 | +655 | 0.33% | Q4 2025 | Jan 16, 2026 |
| STEPHENS INC /AR/ | History | Added to | 177,312 | 3,727 | 0.05% | 0.04% | 16 | +26,413 | 17.5% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 168,164 | 3,534 | 0.0% | 0.0% | 17 | +76,212 | 82.88% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 152,057 | 3,196 | 0.02% | 0.01% | 18 | +32,292 | 26.96% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 150,573 | 3,165 | 0.0% | 0.0% | 19 | +29,812 | 24.69% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 139,645 | 2,935 | 0.02% | 0.02% | 20 | +14,097 | 11.23% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 139,439 | 2,931 | 0.03% | 0.03% | 21 | +12,480 | 9.83% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 137,250 | 2,885 | 0.0% | — | 22 | +137,250 | New | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 118,448 | 2,489 | 0.05% | 0.01% | 23 | +99,983 | 541.47% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 113,361 | 2,382 | 0.0% | 0.01% | 24 | -131,182 | -53.64% | Q4 2025 | Feb 17, 2026 |
| LeClair Wealth Partners LLC | History | New | 113,099 | 2,377 | 1.38% | — | 25 | +113,099 | New | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | Added to | 108,896 | 2,288 | 0.15% | 0.06% | 26 | +65,199 | 149.21% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 105,099 | 2,209 | 0.0% | 0.0% | 27 | +30,005 | 39.96% | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | Added to | 92,478 | 1,943 | 0.27% | 0.24% | 28 | +11,305 | 13.93% | Q4 2025 | Feb 10, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 89,710 | 1,885 | 1.72% | 0.56% | 29 | +62,191 | 225.99% | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 87,951 | 1,848 | 0.0% | 0.0% | 30 | +70,434 | 402.09% | Q4 2025 | Feb 02, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 86,137 | 1,810 | 0.14% | 0.17% | 31 | -11,736 | -11.99% | Q4 2025 | Feb 04, 2026 |
| NorthAvenue LLC | History | New | 83,528 | 1,755 | 1.45% | — | 32 | +83,528 | New | Q4 2025 | Apr 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 81,647 | 1,716 | 0.0% | 0.0% | 33 | +17,260 | 26.81% | Q4 2025 | Feb 10, 2026 |
| Carroll Advisory Group, LLC | History | New | 81,258 | 1,708 | 0.74% | — | 34 | +81,258 | New | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 71,612 | 1,505 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 70,439 | 1,480 | 0.11% | 0.1% | 36 | +9,121 | 14.87% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 67,800 | 1,425 | 0.04% | 0.05% | 37 | -6,024 | -8.16% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 66,486 | 1,397 | 0.01% | 0.01% | 38 | +2,773 | 4.35% | Q4 2025 | Feb 17, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 62,089 | 1,305 | 0.35% | 0.33% | 39 | +5,934 | 10.57% | Q4 2025 | Jan 13, 2026 |
| Farnam Financial LLC | History | Added to | 56,104 | 1,179 | 0.89% | 0.86% | 40 | +3,261 | 6.17% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 52,195 | 1,097 | 0.0% | 0.0% | 41 | +5,712 | 12.29% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 49,170 | 1,033 | 0.0% | 0.0% | 42 | +15,531 | 46.17% | Q4 2025 | Jan 29, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 48,723 | 1,024 | 0.25% | 0.26% | 43 | +558 | 1.16% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 47,628 | 1,001 | 0.02% | 0.02% | 44 | +1,388 | 3.0% | Q4 2025 | Feb 11, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 46,878 | 985 | 0.12% | 0.04% | 45 | +30,950 | 194.31% | Q4 2025 | Feb 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 39,285 | 826 | 0.03% | 0.07% | 46 | -42,324 | -51.86% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 37,852 | 795 | 0.0% | — | 47 | +37,852 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 36,612 | 769 | 0.0% | 0.0% | 48 | +1,800 | 5.17% | Q4 2025 | Feb 12, 2026 |
| River Wealth Advisors LLC | History | Added to | 35,428 | 744 | 0.08% | 0.06% | 49 | +9,416 | 36.2% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,513 | 704 | 0.0% | 0.0% | 50 | +1,517 | 4.74% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 33,448 | 703 | 0.0% | 0.0% | 51 | -22,538 | -40.26% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 23,730 | 498 | 0.0% | — | 52 | +23,730 | New | Q4 2025 | Feb 03, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 23,128 | 486 | 0.29% | 0.18% | 53 | +8,996 | 63.66% | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,884 | 481 | 0.0% | 0.0% | 54 | +3,265 | 16.64% | Q4 2025 | Feb 13, 2026 |
| Golden Reserve Retirement LLC | History | New | 21,590 | 453 | 0.08% | — | 55 | +21,590 | New | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,003 | 442 | 0.0% | 0.0% | 56 | +6,270 | 42.56% | Q4 2025 | Jan 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,867 | 438 | 0.0% | 0.0% | 57 | +8,306 | 66.13% | Q4 2025 | Feb 17, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 19,670 | 413 | 0.12% | 0.13% | 58 | +219 | 1.13% | Q4 2025 | Jan 28, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 19,275 | 405 | 0.13% | — | 59 | +19,275 | New | Q4 2025 | Mar 27, 2026 |
| Legacy Wealth Partners, LLC | History | New | 16,712 | 351 | 0.09% | — | 60 | +16,712 | New | Q4 2025 | Feb 17, 2026 |
| Opulen Financial Group LLC | History | Added to | 16,674 | 350 | 0.25% | 0.26% | 61 | +191 | 1.16% | Q4 2025 | Feb 10, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 16,312 | 342 | 0.22% | 0.22% | 62 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 15,725 | 330 | 0.08% | 0.11% | 63 | -3,832 | -19.59% | Q4 2025 | Jan 02, 2026 |
| Allen Capital Group, LLC | History | Added to | 15,102 | 317 | 0.03% | 0.03% | 64 | +2,419 | 19.07% | Q4 2025 | Feb 09, 2026 |
| YANKCOM Partnership | History | Added to | 14,569 | 306 | 0.13% | 0.08% | 65 | +5,703 | 64.32% | Q4 2025 | Jan 20, 2026 |
| Diversified Portfolios, Inc. | History | New | 14,036 | 295 | 0.02% | — | 66 | +14,036 | New | Q4 2025 | Feb 09, 2026 |
| Jacobi Capital Management LLC | History | Added to | 13,832 | 290 | 0.02% | 0.02% | 67 | +1,312 | 10.48% | Q4 2025 | Feb 13, 2026 |
| DAVIS R M INC | History | New | 13,785 | 289 | 0.0% | — | 68 | +13,785 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,661 | 266 | 0.0% | 0.0% | 69 | +2,182 | 20.82% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 12,472 | 262 | 0.0% | 0.0% | 70 | +147 | 1.19% | Q4 2025 | Feb 18, 2026 |
| Independence Bank of Kentucky | History | Added to | 11,869 | 249 | 0.03% | 0.02% | 71 | +3,026 | 34.22% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 11,177 | 234 | 0.0% | — | 72 | +11,177 | New | Q4 2025 | Jan 29, 2026 |
| ETF Store, Inc. | History | Added to | 10,655 | 223 | 0.23% | 0.23% | 73 | +368 | 3.58% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,048 | 211 | 0.0% | — | 75 | +10,048 | New | Q4 2025 | Jan 29, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 10,085 | 211 | 0.0% | 0.0% | 74 | +642 | 6.8% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | New | 9,977 | 209 | 0.0% | — | 76 | +9,977 | New | Q4 2025 | Feb 17, 2026 |
| Redmond Asset Management, LLC | History | New | 9,612 | 202 | 0.05% | — | 77 | +9,612 | New | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 6,600 | 138 | 0.0% | 0.0% | 78 | +1,350 | 25.71% | Q4 2025 | Feb 09, 2026 |
| Davis Capital Management | History | Reduced | 5,951 | 125 | 0.09% | 0.09% | 79 | -310 | -4.95% | Q4 2025 | Jan 28, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 4,774 | 100 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Marquette Asset Management, LLC | History | Added to | 4,668 | 98 | 0.01% | 0.01% | 81 | +341 | 7.88% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,384 | 71 | 0.0% | 0.0% | 82 | -224 | -6.21% | Q4 2025 | Feb 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 2,989 | 62 | 0.01% | — | 83 | +2,989 | New | Q4 2025 | Jan 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,588 | 54 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,335 | 28 | 0.0% | — | 85 | +1,335 | New | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,178 | 24 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smithfield Trust Co | History | No change | 1,031 | 21 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 657 | 13 | 0.0% | — | 88 | +657 | New | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -100,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| YARGER WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -44,972 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TLWM | History | Closed out | 0 | 0 | — | 0.16% | — | -43,362 | -100.0% | Q3 2025 | Oct 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,379 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,545 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,221 | -100.0% | Q3 2025 | Nov 18, 2025 |