Invesco Exchange-Traded Self-Indexed Fund Trust - BSMT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hills Bank & Trust Co | History | No change | 664,948 | 15,313 | 0.65% | 0.65% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 567,574 | 13,071 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 381,835 | 8,793 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 324,270 | 7,467 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 303,363 | 6,986 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 301,728 | 6,948 | 0.12% | 0.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 293,262 | 6,753 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 274,921 | 6,331 | 0.33% | 0.33% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 247,954 | 5,710 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 225,499 | 5,193 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 216,442 | 4,984 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | No change | 193,355 | 4,452 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 178,979 | 4,121 | 0.69% | 0.69% | 13 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 169,747 | 3,909 | 1.0% | 1.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 169,221 | 3,897 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 158,107 | 3,641 | 0.22% | 0.22% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 155,342 | 3,577 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 154,554 | 3,559 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Legacy Private Trust Co. | History | No change | 132,580 | 3,053 | 0.17% | 0.17% | 19 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 112,989 | 2,602 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 110,271 | 2,539 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 107,886 | 2,484 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | No change | 106,400 | 2,450 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 105,968 | 2,440 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Clark Asset Management, LLC | History | No change | 96,171 | 2,214 | 0.17% | 0.17% | 25 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 93,965 | 2,091 | 0.04% | 0.03% | 26 | -2,460 | -2.55% | Q3 2026 | Oct 01, 2026 |
| Kestra Advisory Services, LLC | History | No change | 87,624 | 2,017 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 80,405 | 1,851 | 0.87% | 0.87% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VestGen Advisors, LLC | History | No change | 79,868 | 1,839 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 79,698 | 1,835 | 0.3% | 0.3% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATUREFD, LLC | History | No change | 77,860 | 1,793 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 76,642 | 1,765 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 72,527 | 1,671 | 0.21% | 0.21% | 33 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Asset Dedication, LLC | History | No change | 71,381 | 1,643 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 70,341 | 1,619 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paulson Wealth Management Inc. | History | No change | 56,803 | 1,308 | 0.28% | 0.28% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 53,089 | 1,222 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farmers National Bank | History | No change | 53,086 | 1,222 | 0.25% | 0.25% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 51,344 | 1,182 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 46,396 | 1,068 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 45,500 | 1,047 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 43,244 | 995 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carnegie Investment Counsel | History | No change | 42,938 | 988 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Jacobi Capital Management LLC | History | No change | 42,726 | 983 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROWN ADVISORY INC | History | No change | 41,306 | 951 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 39,841 | 917 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 38,417 | 884 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 38,098 | 877 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 36,501 | 840 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 36,275 | 835 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 35,479 | 817 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 34,314 | 790 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 32,363 | 745 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wedmont Private Capital | History | No change | 31,078 | 717 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Marietta Wealth Management, LLC | History | No change | 30,959 | 712 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 28,738 | 662 | 0.09% | 0.09% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 28,148 | 648 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 26,955 | 620 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 26,262 | 604 | 0.22% | 0.22% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,817 | 594 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 23,540 | 542 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 23,179 | 533 | 0.14% | 0.14% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 22,753 | 524 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizons Wealth Management | History | New | 23,279 | 518 | 0.32% | — | 64 | +23,279 | New | Q3 2026 | Oct 05, 2026 |
| TLWM | History | No change | 22,162 | 510 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFG Advisory, LLC | History | No change | 22,003 | 506 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 21,654 | 499 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 20,579 | 473 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heritage Trust Co | History | No change | 19,606 | 451 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 18,368 | 423 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 17,254 | 397 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invariant Investment Management | History | No change | 16,869 | 388 | 0.23% | 0.23% | 72 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Creative Planning | History | No change | 16,243 | 374 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 16,224 | 373 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Private Advisor Group, LLC | History | No change | 15,874 | 365 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 15,847 | 364 | 0.16% | 0.16% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 15,224 | 351 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cooksen Wealth, LLC | History | No change | 15,203 | 350 | 0.22% | 0.22% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 14,678 | 338 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 14,491 | 333 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 14,048 | 323 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 13,443 | 309 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 13,385 | 308 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 13,209 | 304 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accurate Wealth Management, LLC | History | No change | 13,188 | 304 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bill Few Associates, Inc. | History | No change | 13,062 | 300 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WESPAC Advisors, LLC | History | No change | 13,000 | 299 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FF Advisors,LLC | History | No change | 12,961 | 298 | 0.11% | 0.11% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 11,831 | 272 | 0.26% | 0.26% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 10,965 | 252 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,789 | 248 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YANKCOM Partnership | History | No change | 10,759 | 247 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cypress Wealth Services, LLC | History | No change | 10,628 | 244 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| River Street Advisors LLC | History | No change | 10,513 | 242 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AA Financial Advisors, LLC | History | No change | 10,490 | 241 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 10,438 | 240 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| World Investment Advisors | History | No change | 10,421 | 239 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 10,421 | 239 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Francis Financial, Inc. | History | No change | 10,037 | 231 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CGN Advisors LLC | History | No change | 9,875 | 227 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Foundry Financial Group, Inc. | History | No change | 9,787 | 225 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 9,558 | 220 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 9,524 | 219 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Opulen Financial Group LLC | History | No change | 9,518 | 219 | 0.14% | 0.14% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farnam Financial LLC | History | No change | 9,515 | 219 | 0.16% | 0.16% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Addison Advisors LLC | History | No change | 8,690 | 200 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crews Bank & Trust | History | No change | 8,650 | 199 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 7,185 | 165 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Analysts, LLC | History | No change | 6,745 | 155 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,427 | 148 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 6,271 | 144 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,926 | 136 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NorthAvenue LLC | History | No change | 5,849 | 134 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 5,514 | 126 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,648 | 107 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 4,400 | 101 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,463 | 79 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | No change | 2,700 | 62 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,689 | 61 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,190 | 50 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 2,181 | 50 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,350 | 31 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 1,025 | 23 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| ASSETMARK, INC | History | No change | 633 | 14 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 438 | 10 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 295 | 6 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Trust Co | History | No change | 292 | 6 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |