Invesco Exchange-Traded Self-Indexed Fund Trust - BSMT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hills Bank & Trust Co | History | Added to | 633,116 | 14,656 | 0.85% | 0.78% | 1 | +61,687 | 10.8% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 579,299 | 13,410 | 0.0% | 0.0% | 2 | +27,762 | 5.03% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 280,320 | 6,489 | 0.0% | 0.0% | 3 | +40,970 | 17.12% | Q4 2025 | Feb 19, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 272,702 | 6,313 | 0.43% | 0.46% | 4 | -5,294 | -1.9% | Q4 2025 | Jan 13, 2026 |
| LPL Financial LLC | History | Added to | 271,820 | 6,292 | 0.0% | 0.0% | 5 | +23,866 | 9.63% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 264,748 | 6,128 | 0.0% | 0.0% | 6 | +23,954 | 9.95% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 249,398 | 5,773 | 0.0% | 0.0% | 7 | +9,029 | 3.76% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 201,830 | 4,672 | 0.15% | 0.13% | 8 | +23,576 | 13.23% | Q4 2025 | Jan 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 201,203 | 4,657 | 0.0% | 0.0% | 9 | +36,177 | 21.92% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 200,173 | 4,634 | 0.01% | 0.0% | 10 | +66,723 | 50.0% | Q4 2025 | Feb 06, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 190,186 | 4,402 | 1.32% | 1.36% | 11 | +300 | 0.16% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | Added to | 180,590 | 4,180 | 0.0% | 0.0% | 12 | +41,558 | 29.89% | Q4 2025 | Jan 29, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 177,011 | 4,097 | 0.08% | 0.08% | 13 | -705 | -0.4% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 171,018 | 3,959 | 0.01% | 0.02% | 14 | +14,730 | 9.42% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 169,318 | 3,919 | 0.02% | — | 15 | +169,318 | New | Q4 2025 | Feb 03, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 153,447 | 3,552 | 0.74% | 0.71% | 16 | +13,952 | 10.0% | Q4 2025 | Jan 07, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 133,311 | 3,086 | 0.25% | 0.25% | 17 | +4,501 | 3.49% | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | Added to | 120,472 | 2,788 | 0.51% | 0.51% | 18 | +1,080 | 0.9% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 112,957 | 2,614 | 0.03% | 0.02% | 19 | +24,475 | 27.66% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 106,400 | 2,463 | 0.01% | 0.01% | 20 | +10,800 | 11.3% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 98,179 | 2,272 | 0.0% | 0.0% | 21 | +665 | 0.68% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 95,062 | 2,200 | 0.0% | 0.0% | 22 | +9,237 | 10.76% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 94,202 | 2,180 | 0.0% | 0.0% | 23 | +13,190 | 16.28% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 91,029 | 2,107 | 0.0% | 0.0% | 24 | -70,126 | -43.51% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 89,813 | 2,079 | 0.0% | 0.0% | 25 | +13,394 | 17.53% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 89,287 | 2,066 | 0.0% | — | 26 | +89,287 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 82,046 | 1,899 | 0.01% | 0.01% | 27 | +4,689 | 6.06% | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | Added to | 77,936 | 1,804 | 0.13% | 0.05% | 28 | +37,423 | 92.37% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 77,860 | 1,802 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VestGen Advisors, LLC | History | Reduced | 76,485 | 1,770 | 0.08% | 0.1% | 30 | -59,125 | -43.6% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 75,318 | 1,743 | 0.0% | 0.0% | 31 | +11,150 | 17.38% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 74,852 | 1,732 | 0.18% | 0.15% | 32 | +19,001 | 34.02% | Q4 2025 | Jan 27, 2026 |
| Asset Dedication, LLC | History | Added to | 69,041 | 1,598 | 0.1% | 0.1% | 33 | +4,721 | 7.34% | Q4 2025 | Jan 26, 2026 |
| Coastline Complete Wealth LLC | History | New | 68,900 | 1,595 | 1.0% | — | 34 | +68,900 | New | Q4 2025 | Feb 24, 2026 |
| Legacy Private Trust Co. | History | Added to | 58,401 | 1,351 | 0.08% | 0.04% | 35 | +30,580 | 109.92% | Q4 2025 | Jan 08, 2026 |
| Farmers National Bank | History | New | 52,287 | 1,210 | 0.27% | — | 36 | +52,287 | New | Q4 2025 | Mar 12, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 39,338 | 910 | 0.07% | 0.09% | 37 | -6,182 | -13.58% | Q4 2025 | Feb 02, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 38,523 | 891 | 0.21% | 0.17% | 38 | +8,286 | 27.4% | Q4 2025 | Feb 05, 2026 |
| BROWN ADVISORY INC | History | No change | 36,936 | 855 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,869 | 853 | 0.0% | 0.0% | 41 | +26,195 | 245.41% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 36,882 | 853 | 0.0% | 0.0% | 40 | +8,563 | 30.24% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 36,275 | 839 | 0.01% | 0.01% | 42 | +623 | 1.75% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 33,498 | 775 | 0.0% | 0.0% | 43 | +4,702 | 16.33% | Q4 2025 | Feb 17, 2026 |
| Marietta Wealth Management, LLC | History | No change | 30,959 | 716 | 0.08% | 0.09% | 44 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,897 | 715 | 0.01% | 0.01% | 45 | +2,361 | 8.27% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 30,295 | 701 | 0.0% | 0.0% | 46 | -80 | -0.26% | Q4 2025 | Feb 09, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 30,000 | 694 | 0.09% | 0.1% | 47 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 28,703 | 664 | 0.1% | 0.11% | 48 | +17 | 0.06% | Q4 2025 | Jan 12, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 28,555 | 661 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,955 | 624 | 0.02% | 0.02% | 50 | +800 | 3.06% | Q4 2025 | Feb 04, 2026 |
| Addison Advisors LLC | History | No change | 24,970 | 578 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TLWM | History | Added to | 23,342 | 540 | 0.1% | 0.1% | 52 | +316 | 1.37% | Q4 2025 | Jan 12, 2026 |
| Horizons Wealth Management | History | Added to | 23,301 | 539 | 0.35% | 0.34% | 53 | +1,877 | 8.76% | Q4 2025 | Jan 05, 2026 |
| Cambridge Financial Group, LLC | History | No change | 22,955 | 531 | 0.18% | 0.17% | 54 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cetera Investment Advisers | History | Added to | 22,612 | 523 | 0.0% | 0.0% | 55 | +10,512 | 86.88% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 22,372 | 517 | 0.23% | 0.15% | 56 | +8,215 | 58.03% | Q4 2025 | Jan 29, 2026 |
| Carnegie Investment Counsel | History | Added to | 21,608 | 500 | 0.01% | 0.01% | 58 | +7,225 | 50.23% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,602 | 500 | 0.0% | 0.0% | 57 | -2,467 | -10.25% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,334 | 494 | 0.0% | — | 59 | +21,334 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | New | 21,040 | 487 | 0.01% | — | 60 | +21,040 | New | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 20,599 | 476 | 0.11% | 0.1% | 61 | +1,882 | 10.06% | Q4 2025 | Jan 09, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 20,057 | 464 | 0.14% | 0.14% | 62 | +279 | 1.41% | Q4 2025 | Jan 28, 2026 |
| StoneX Group Inc. | History | Reduced | 18,692 | 432 | 0.02% | 0.02% | 63 | -27 | -0.14% | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 18,476 | 427 | 0.02% | 0.02% | 64 | +3,300 | 21.74% | Q4 2025 | Feb 13, 2026 |
| Invariant Investment Management | History | New | 17,293 | 402 | 0.26% | — | 65 | +17,293 | New | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Added to | 17,254 | 399 | 0.01% | 0.0% | 66 | +4,321 | 33.41% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,949 | 393 | 0.0% | 0.0% | 67 | +7,876 | 86.81% | Q4 2025 | Jan 08, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 15,634 | 361 | 0.2% | 0.25% | 68 | +102 | 0.66% | Q4 2025 | Jan 28, 2026 |
| IFG Advisory, LLC | History | Added to | 15,496 | 358 | 0.02% | 0.01% | 69 | +6,284 | 68.22% | Q4 2025 | Feb 10, 2026 |
| Cooksen Wealth, LLC | History | No change | 15,203 | 351 | 0.26% | 0.26% | 70 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 14,798 | 342 | 0.0% | 0.0% | 71 | -8,499 | -36.48% | Q4 2025 | Feb 18, 2026 |
| FF Advisors,LLC | History | No change | 14,667 | 339 | 0.15% | 0.16% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 14,491 | 335 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,356 | 309 | 0.03% | 0.02% | 74 | +3,172 | 31.15% | Q4 2025 | Jan 26, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 13,373 | 309 | 0.07% | 0.07% | 75 | +294 | 2.25% | Q4 2025 | Jan 21, 2026 |
| Bill Few Associates, Inc. | History | No change | 13,062 | 302 | 0.07% | 0.08% | 76 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WESPAC Advisors, LLC | History | New | 13,000 | 300 | 0.16% | — | 77 | +13,000 | New | Q4 2025 | Jan 14, 2026 |
| Heritage Trust Co | History | Added to | 12,895 | 298 | 0.03% | 0.02% | 78 | +4,114 | 46.85% | Q4 2025 | Feb 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 12,700 | 294 | 0.01% | — | 79 | +12,700 | New | Q4 2025 | Feb 09, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 12,063 | 280 | 0.04% | 0.03% | 80 | +2,097 | 21.04% | Q4 2025 | Jan 14, 2026 |
| YANKCOM Partnership | History | No change | 11,509 | 266 | 0.11% | 0.12% | 81 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,889 | 252 | 0.0% | 0.0% | 82 | +3,297 | 43.43% | Q4 2025 | Jan 23, 2026 |
| CGN Advisors LLC | History | Reduced | 10,677 | 247 | 0.02% | 0.02% | 83 | -1,652 | -13.4% | Q4 2025 | Jan 05, 2026 |
| River Street Advisors LLC | History | No change | 10,513 | 243 | 0.09% | 0.09% | 84 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,920 | 229 | 0.0% | 0.0% | 85 | +64 | 0.65% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | No change | 9,632 | 222 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Foundry Financial Group, Inc. | History | No change | 9,528 | 220 | 0.11% | 0.12% | 87 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Opulen Financial Group LLC | History | Added to | 9,414 | 217 | 0.16% | 0.16% | 88 | +50 | 0.53% | Q4 2025 | Feb 10, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 9,286 | 214 | 0.01% | — | 89 | +9,286 | New | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,121 | 211 | 0.0% | 0.0% | 90 | +80 | 0.88% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,850 | 204 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | No change | 8,650 | 200 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,271 | 168 | 0.0% | 0.0% | 93 | -179 | -2.4% | Q4 2025 | Feb 11, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 7,185 | 166 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,047 | 163 | 0.0% | 0.0% | 95 | +121 | 1.75% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | New | 6,745 | 156 | 0.0% | — | 96 | +6,745 | New | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | No change | 6,100 | 141 | 0.02% | 0.03% | 97 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 6,087 | 140 | 0.0% | 0.0% | 98 | -3,878 | -38.92% | Q4 2025 | Feb 11, 2026 |
| NorthAvenue LLC | History | New | 5,849 | 135 | 0.11% | — | 99 | +5,849 | New | Q4 2025 | Apr 02, 2026 |
| Larson Financial Group LLC | History | No change | 5,514 | 127 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 4,648 | 107 | 0.0% | 0.0% | 101 | -5 | -0.11% | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | Added to | 4,000 | 92 | 0.01% | 0.0% | 102 | +3,000 | 300.0% | Q4 2025 | Feb 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,362 | 77 | 0.0% | 0.0% | 103 | +2,931 | 680.05% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,660 | 61 | 0.0% | 0.0% | 104 | +520 | 24.3% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,200 | 27 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | No change | 865 | 20 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 700 | 16 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Trust Co | History | New | 406 | 9 | 0.0% | — | 108 | +406 | New | Q4 2025 | Jan 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 295 | 6 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -107,260 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,909 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Oct 08, 2025 |