Invesco Exchange-Traded Self-Indexed Fund Trust - BSCZ
Detailed investor-level table based on 13F positions.
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 | 1,971,715 | 40,459 | 0.01% | 0.0% | 1 | +1,872,222 | 1881.76% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 891,218 | 18,287 | 0.0% | 0.0% | 2 | +62,247 | 7.51% | Q1 2026 | May 12, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 536,065 | 11,000 | 0.47% | 0.46% | 3 | -1,192 | -0.22% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 381,734 | 7,833 | 0.0% | 0.0% | 4 | +254,481 | 199.98% | Q1 2026 | May 06, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 287,691 | 5,903 | 2.46% | 2.72% | 5 | -6,073 | -2.07% | Q1 2026 | Apr 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 198,853 | 4,080 | 1.17% | 0.96% | 6 | +46,196 | 30.26% | Q1 2026 | Apr 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 165,848 | 3,403 | 0.04% | 0.02% | 7 | +96,603 | 139.51% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | New | 153,760 | 3,155 | 0.0% | — | 8 | +153,760 | New | Q1 2026 | May 15, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 146,646 | 3,009 | 1.17% | 0.63% | 9 | +76,865 | 110.15% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 142,737 | 2,928 | 0.02% | 0.02% | 10 | +1,531 | 1.08% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | Added to | 138,342 | 2,838 | 0.27% | 0.22% | 11 | +36,732 | 36.15% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Reduced | 135,376 | 2,777 | 0.03% | 0.03% | 12 | -3,880 | -2.79% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 131,187 | 2,657 | 0.0% | — | 13 | +131,187 | New | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Reduced | 121,711 | 2,497 | 0.51% | 0.49% | 14 | -109,657 | -47.4% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 119,591 | 2,454 | 0.0% | 0.0% | 15 | +28,488 | 31.27% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 115,342 | 2,366 | 0.02% | 0.01% | 16 | +37,325 | 47.84% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 115,057 | 2,360 | 0.0% | 0.0% | 17 | +43,651 | 61.13% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 110,372 | 2,264 | 0.0% | 0.0% | 18 | +57,362 | 108.21% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 101,947 | 2,091 | 0.0% | 0.0% | 19 | -19,256 | -15.89% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 92,719 | 1,902 | 0.0% | 0.0% | 20 | +91,617 | 8313.7% | Q1 2026 | May 15, 2026 |
| Ellevest, Inc. | History | Added to | 89,668 | 1,839 | 0.26% | 0.26% | 21 | +341 | 0.38% | Q1 2026 | May 11, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 77,370 | 1,587 | 1.46% | 1.41% | 22 | +2,950 | 3.96% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 75,780 | 1,555 | 0.0% | 0.0% | 23 | +15,377 | 25.46% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 70,144 | 1,439 | 0.11% | 0.05% | 24 | +37,296 | 113.54% | Q1 2026 | May 07, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 68,233 | 1,400 | 0.37% | 0.35% | 25 | +5,934 | 9.53% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 62,897 | 1,290 | 0.0% | 0.0% | 26 | +39,162 | 165.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 59,970 | 1,230 | 0.0% | — | 27 | +59,970 | New | Q1 2026 | May 15, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 51,585 | 1,058 | 0.22% | 0.08% | 28 | +29,723 | 135.96% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 45,341 | 930 | 0.0% | 0.0% | 29 | -4,743 | -9.47% | Q1 2026 | May 04, 2026 |
| River Wealth Advisors LLC | History | Added to | 41,888 | 859 | 0.1% | 0.02% | 30 | +32,110 | 328.39% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 41,416 | 850 | 0.01% | — | 31 | +41,416 | New | Q1 2026 | Apr 07, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 40,084 | 822 | 0.07% | 0.05% | 32 | +6,875 | 20.7% | Q1 2026 | Apr 17, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 37,440 | 768 | 0.7% | 0.53% | 33 | +9,740 | 35.16% | Q1 2026 | May 07, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 37,206 | 763 | 0.43% | 0.36% | 34 | +7,069 | 23.46% | Q1 2026 | Apr 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 37,010 | 759 | 0.02% | 0.02% | 35 | +4,265 | 13.02% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,421 | 726 | 0.0% | 0.0% | 36 | +1,426 | 4.19% | Q1 2026 | May 05, 2026 |
| Opulen Financial Group LLC | History | New | 26,974 | 553 | 0.39% | — | 37 | +26,974 | New | Q1 2026 | Apr 29, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 19,476 | 399 | 0.12% | 0.12% | 38 | +199 | 1.03% | Q1 2026 | May 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 17,885 | 367 | 0.0% | — | 39 | +17,885 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,746 | 364 | 0.0% | 0.0% | 40 | +923 | 5.49% | Q1 2026 | May 12, 2026 |
| Independence Bank of Kentucky | History | New | 17,545 | 360 | 0.05% | — | 41 | +17,545 | New | Q1 2026 | Apr 30, 2026 |
| DAVIS R M INC | History | Added to | 16,874 | 346 | 0.01% | 0.01% | 42 | +2,308 | 15.85% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 16,285 | 334 | 0.08% | 0.09% | 43 | +335 | 2.1% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 16,116 | 330 | 0.0% | — | 44 | +16,116 | New | Q1 2026 | Apr 27, 2026 |
| YANKCOM Partnership | History | Added to | 13,410 | 275 | 0.11% | 0.11% | 45 | +476 | 3.68% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,234 | 271 | 0.02% | 0.02% | 46 | +1,230 | 10.25% | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 11,602 | 238 | 0.02% | 0.02% | 48 | +2,395 | 26.01% | Q1 2026 | May 01, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 11,600 | 238 | 0.04% | 0.03% | 47 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Redmond Asset Management, LLC | History | New | 11,261 | 231 | 0.06% | — | 49 | +11,261 | New | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | New | 10,515 | 215 | 0.0% | — | 50 | +10,515 | New | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 9,543 | 195 | 0.0% | — | 51 | +9,543 | New | Q1 2026 | May 07, 2026 |
| NorthAvenue LLC | History | New | 7,939 | 162 | 0.13% | — | 52 | +7,939 | New | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 6,777 | 139 | 0.0% | 0.0% | 53 | +659 | 10.77% | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | Added to | 6,769 | 138 | 0.09% | 0.06% | 54 | +2,539 | 60.02% | Q1 2026 | Apr 16, 2026 |
| Marquette Asset Management, LLC | History | Added to | 4,735 | 97 | 0.01% | 0.01% | 55 | +380 | 8.73% | Q1 2026 | Apr 23, 2026 |
| Addison Advisors LLC | History | New | 2,881 | 59 | 0.01% | — | 56 | +2,881 | New | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | New | 2,643 | 54 | 0.0% | — | 57 | +2,643 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 2,076 | 42 | 0.0% | — | 58 | +2,076 | New | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 1,460 | 29 | 0.01% | 0.01% | 59 | +125 | 9.36% | Q1 2026 | Apr 03, 2026 |
| Smithfield Trust Co | History | No change | 1,017 | 21 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 450 | 9 | 0.0% | — | 61 | +450 | New | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | New | 100 | 2 | 0.0% | — | 62 | +100 | New | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -241,435 | -100.0% | Q1 2026 | May 13, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 1.36% | — | -112,532 | -100.0% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -68,288 | -100.0% | Q1 2026 | May 15, 2026 |