Invesco Exchange-Traded Self-Indexed Fund Trust - BSCZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | New | 828,971 | 17,250 | 0.0% | — | 1 | +828,971 | New | Q4 2025 | Feb 19, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 537,257 | 11,180 | 0.46% | — | 2 | +537,257 | New | Q4 2025 | Feb 11, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 293,764 | 6,113 | 2.72% | 2.67% | 3 | -3,280 | -1.1% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | New | 241,435 | 5,024 | 0.0% | — | 4 | +241,435 | New | Q4 2025 | Feb 11, 2026 |
| BCS Wealth Management | History | New | 231,368 | 4,814 | 0.49% | — | 5 | +231,368 | New | Q4 2025 | Jan 26, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 152,657 | 3,176 | 0.96% | 0.31% | 6 | +103,509 | 210.61% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | New | 141,206 | 2,938 | 0.02% | — | 7 | +141,206 | New | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | New | 139,256 | 2,897 | 0.03% | — | 8 | +139,256 | New | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | New | 127,253 | 2,648 | 0.0% | — | 9 | +127,253 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 121,203 | 2,522 | 0.0% | — | 10 | +121,203 | New | Q4 2025 | Feb 17, 2026 |
| LeClair Wealth Partners LLC | History | New | 112,532 | 2,341 | 1.36% | — | 11 | +112,532 | New | Q4 2025 | Feb 11, 2026 |
| Clark Asset Management, LLC | History | Added to | 101,610 | 2,114 | 0.22% | 0.12% | 12 | +52,102 | 105.24% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 99,493 | 2,070 | 0.0% | 0.0% | 13 | +48,371 | 94.62% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 91,103 | 1,896 | 0.0% | — | 14 | +91,103 | New | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | New | 89,327 | 1,858 | 0.26% | — | 15 | +89,327 | New | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | New | 78,017 | 1,623 | 0.01% | — | 16 | +78,017 | New | Q4 2025 | Feb 17, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 74,420 | 1,548 | 1.41% | 0.39% | 17 | +55,220 | 287.6% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 71,406 | 1,485 | 0.0% | — | 18 | +71,406 | New | Q4 2025 | Feb 10, 2026 |
| Carroll Advisory Group, LLC | History | New | 69,781 | 1,452 | 0.63% | — | 19 | +69,781 | New | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 69,245 | 1,440 | 0.02% | 0.01% | 20 | +37,635 | 119.06% | Q4 2025 | Feb 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 68,288 | 1,421 | 0.05% | — | 21 | +68,288 | New | Q4 2025 | Feb 13, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 62,299 | 1,296 | 0.35% | 0.1% | 22 | +45,781 | 277.16% | Q4 2025 | Jan 13, 2026 |
| Cetera Investment Advisers | History | Added to | 60,403 | 1,256 | 0.0% | 0.0% | 23 | +49,133 | 435.96% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 53,010 | 1,103 | 0.0% | 0.0% | 24 | -23,751 | -30.94% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 50,084 | 1,042 | 0.0% | — | 25 | +50,084 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | New | 33,995 | 707 | 0.0% | — | 26 | +33,995 | New | Q4 2025 | Feb 06, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 33,209 | 691 | 0.05% | 0.04% | 27 | +7,488 | 29.11% | Q4 2025 | Feb 05, 2026 |
| MONECO ADVISORS, LLC | History | New | 32,848 | 683 | 0.05% | — | 28 | +32,848 | New | Q4 2025 | Feb 04, 2026 |
| HUB Investment Partners, LLC | History | New | 32,745 | 681 | 0.02% | — | 29 | +32,745 | New | Q4 2025 | Feb 17, 2026 |
| Ledgewood Wealth Advisors, LLC | History | New | 30,137 | 627 | 0.36% | — | 30 | +30,137 | New | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 23,735 | 493 | 0.0% | — | 31 | +23,735 | New | Q4 2025 | Feb 17, 2026 |
| Golden Reserve Retirement LLC | History | New | 21,862 | 454 | 0.08% | — | 32 | +21,862 | New | Q4 2025 | Jan 29, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 19,277 | 401 | 0.12% | 0.12% | 33 | +195 | 1.02% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | New | 16,823 | 350 | 0.0% | — | 34 | +16,823 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Partners, LLC | History | New | 15,950 | 331 | 0.09% | — | 35 | +15,950 | New | Q4 2025 | Feb 17, 2026 |
| DAVIS R M INC | History | New | 14,566 | 303 | 0.01% | — | 36 | +14,566 | New | Q4 2025 | Feb 12, 2026 |
| YANKCOM Partnership | History | Added to | 12,934 | 269 | 0.11% | 0.05% | 37 | +7,890 | 156.42% | Q4 2025 | Jan 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 12,004 | 249 | 0.02% | — | 38 | +12,004 | New | Q4 2025 | Feb 03, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | New | 11,600 | 241 | 0.03% | — | 39 | +11,600 | New | Q4 2025 | Feb 09, 2026 |
| River Wealth Advisors LLC | History | New | 9,778 | 203 | 0.02% | — | 40 | +9,778 | New | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 9,207 | 191 | 0.02% | — | 41 | +9,207 | New | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 6,118 | 127 | 0.0% | 0.0% | 42 | +6,021 | 6207.22% | Q4 2025 | Feb 13, 2026 |
| Marquette Asset Management, LLC | History | Added to | 4,355 | 90 | 0.01% | 0.0% | 43 | +3,636 | 505.7% | Q4 2025 | Jan 16, 2026 |
| Davis Capital Management | History | Added to | 4,230 | 88 | 0.06% | 0.03% | 44 | +2,043 | 93.42% | Q4 2025 | Jan 28, 2026 |
| Global Wealth Strategies & Associates | History | New | 1,335 | 27 | 0.01% | — | 45 | +1,335 | New | Q4 2025 | Jan 02, 2026 |
| MORGAN STANLEY | History | New | 1,102 | 22 | 0.0% | — | 46 | +1,102 | New | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | New | 1,017 | 21 | 0.0% | — | 47 | +1,017 | New | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,788 | -100.0% | Q3 2025 | Nov 14, 2025 |