Invesco Exchange-Traded Self-Indexed Fund Trust - BSMU

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
WELLS FARGO & COMPANY/MN History No change 513,455 11,254 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 465,215 10,196 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
Hills Bank & Trust Co History No change 405,165 8,880 0.38% 0.38% 3 0 0.0% Q2 2026 Aug 10, 2026
MORGAN STANLEY History No change 327,565 7,179 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 319,294 6,998 0.38% 0.38% 5 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 315,158 6,907 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 287,765 6,307 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History No change 275,686 6,042 0.32% 0.32% 8 0 0.0% Q2 2026 Jul 29, 2026
HighTower Advisors, LLC History No change 275,525 6,039 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Union Bankshares Corp History No change 251,404 5,510 0.09% 0.09% 10 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 248,848 5,454 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 240,737 5,276 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 217,003 4,756 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 201,800 4,423 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 07, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 199,682 4,376 0.73% 0.73% 15 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 173,734 3,807 0.98% 0.98% 16 0 0.0% Q2 2026 Jul 21, 2026
MONECO ADVISORS, LLC History No change 166,980 3,659 0.22% 0.22% 17 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 145,748 3,194 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 136,072 2,982 0.01% 0.01% 19 0 0.0% Q2 2026 Jul 28, 2026
Parkway Wealth Management Group, LLC History No change 116,372 2,550 0.29% 0.29% 20 0 0.0% Q2 2026 Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 112,964 2,475 0.0% 0.0% 21 0 0.0% Q2 2026 Sep 23, 2026
Clark Asset Management, LLC History No change 112,774 2,471 0.19% 0.19% 22 0 0.0% Q2 2026 Jul 07, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 111,842 2,336 0.04% 0.04% 23 -2,832 -2.47% Q3 2026 Oct 01, 2026
Insight Wealth Partners, LLC History No change 103,724 2,273 0.31% 0.31% 24 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 103,076 2,259 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 90,042 1,973 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Envision Financial Planning, LLC History No change 82,807 1,815 0.59% 0.59% 27 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 81,108 1,777 0.29% 0.29% 28 0 0.0% Q2 2026 Jul 24, 2026
VestGen Advisors, LLC History No change 76,274 1,671 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 73,780 1,617 0.0% 0.0% 30 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 72,695 1,593 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 03, 2026
MML INVESTORS SERVICES, LLC History No change 70,222 1,539 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 07, 2026
Asset Dedication, LLC History No change 64,841 1,421 0.09% 0.09% 33 0 0.0% Q2 2026 Jul 30, 2026
Integrated Wealth Concepts LLC History No change 62,608 1,372 0.01% 0.01% 34 0 0.0% Q2 2026 Sep 08, 2026
Farmers National Bank History No change 61,618 1,350 0.28% 0.28% 35 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 57,868 1,268 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
Legacy Private Trust Co. History Reduced 59,554 1,244 0.07% 0.22% 37 -122,629 -67.31% Q3 2026 Oct 06, 2026
Kinetic Wealth Investment Advisors LLC History No change 53,773 1,178 0.56% 0.56% 38 0 0.0% Q2 2026 Sep 02, 2026
MISSION WEALTH MANAGEMENT, LP History No change 50,984 1,117 0.01% 0.01% 39 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 50,295 1,102 0.01% 0.01% 40 0 0.0% Q2 2026 Jul 23, 2026
Willis Johnson & Associates, Inc. History No change 45,347 993 0.06% 0.06% 41 0 0.0% Q2 2026 Aug 13, 2026
Jacobi Capital Management LLC History No change 44,929 984 0.05% 0.05% 42 0 0.0% Q2 2026 Jul 31, 2026
CAPTRUST FINANCIAL ADVISORS History No change 43,813 960 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 40,000 876 0.12% 0.12% 44 0 0.0% Q2 2026 Jul 22, 2026
Sarver Vrooman Wealth Advisors History No change 39,012 815 0.48% 0.51% 45 0 0.0% Q3 2026 Oct 01, 2026
STIFEL FINANCIAL CORP History No change 36,918 809 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 12, 2026
AlphaStar Capital Management, LLC History No change 35,513 778 0.05% 0.05% 47 0 0.0% Q2 2026 Jul 30, 2026
Paulson Wealth Management Inc. History No change 34,285 751 0.16% 0.16% 48 0 0.0% Q2 2026 Aug 04, 2026
Marietta Wealth Management, LLC History No change 32,644 715 0.07% 0.07% 49 0 0.0% Q2 2026 Aug 03, 2026
Wedmont Private Capital History No change 32,350 707 0.02% 0.02% 50 0 0.0% Q2 2026 Jul 13, 2026
IMA Advisory Services, Inc. History No change 31,126 682 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 10, 2026
SAX WEALTH ADVISORS, LLC History No change 29,962 653 0.03% 0.03% 52 0 0.0% Q2 2026 Jul 09, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 28,390 622 0.23% 0.23% 53 0 0.0% Q2 2026 Jul 21, 2026
Sequoia Financial Advisors, LLC History No change 28,245 619 0.0% 0.0% 54 0 0.0% Q2 2026 Jul 17, 2026
ROYAL BANK OF CANADA History No change 28,172 617 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Garrett Wealth Advisory Group, LLC History No change 27,988 613 0.09% 0.09% 56 0 0.0% Q2 2026 Aug 04, 2026
HARBOUR INVESTMENTS, INC. History No change 27,640 605 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Management, LLC History No change 27,412 600 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 05, 2026
Horizons Wealth Management History New 26,000 543 0.34% — 59 +26,000 New Q3 2026 Oct 05, 2026
TLWM History No change 23,845 522 0.08% 0.08% 60 0 0.0% Q2 2026 Jul 07, 2026
Heritage Trust Co History No change 23,357 511 0.04% 0.04% 61 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 23,200 508 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
Elequin Capital, LP History No change 22,943 502 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 18,947 415 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 18,658 408 0.01% 0.01% 65 0 0.0% Q2 2026 Jul 31, 2026
Cetera Investment Advisers History No change 16,774 367 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 12, 2026
Wingate Wealth Advisors, Inc. History No change 16,716 366 0.16% 0.16% 67 0 0.0% Q2 2026 Jul 29, 2026
WEDBUSH SECURITIES INC History No change 16,055 352 0.01% 0.01% 68 0 0.0% Q2 2026 Jul 28, 2026
Hobbs Group Advisors, LLC History No change 16,034 351 0.09% 0.09% 69 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 15,176 332 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 15,004 328 0.0% 0.0% 71 0 0.0% Q2 2026 Jul 28, 2026
Accurate Wealth Management, LLC History No change 14,923 326 0.03% 0.03% 72 0 0.0% Q2 2026 Jul 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 14,232 311 0.03% 0.03% 73 0 0.0% Q2 2026 Jul 14, 2026
JANE STREET GROUP, LLC History No change 14,162 310 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 13,550 296 0.01% 0.01% 75 0 0.0% Q2 2026 Jul 09, 2026
CVFG LLC History No change 13,366 292 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 13,288 291 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 27, 2026
NESTEGG ADVISORS, INC. History No change 11,874 260 0.18% 0.18% 78 0 0.0% Q2 2026 Jul 14, 2026
OLD MISSION CAPITAL LLC History No change 11,520 252 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 11,532 252 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 18, 2026
WESPAC Advisors, LLC History No change 11,420 250 0.12% 0.12% 81 0 0.0% Q2 2026 Aug 10, 2026
Capital Analysts, LLC History No change 11,367 249 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 10,943 239 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 10,943 238 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 10,416 228 0.0% 0.0% 85 0 0.0% Q2 2026 Jul 15, 2026
COOKSON PEIRCE & CO INC History No change 10,139 222 0.01% 0.01% 86 0 0.0% Q2 2026 Jul 23, 2026
J.W. COLE ADVISORS, INC. History No change 10,047 220 0.0% 0.0% 87 0 0.0% Q2 2026 Jul 21, 2026
Anchor Investment Management, LLC History No change 10,000 219 0.02% 0.02% 88 0 0.0% Q2 2026 Sep 15, 2026
Addison Advisors LLC History No change 10,021 219 0.1% 0.1% 89 0 0.0% Q2 2026 Aug 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 9,951 218 0.01% 0.01% 90 0 0.0% Q2 2026 Jul 23, 2026
Opulen Financial Group LLC History No change 9,926 217 0.14% 0.14% 91 0 0.0% Q2 2026 Jul 27, 2026
Gradient Capital Advisors, LLC History No change 9,381 205 0.05% 0.05% 92 0 0.0% Q2 2026 Jul 13, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 9,278 203 0.14% 0.14% 93 0 0.0% Q2 2026 Jul 29, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 9,194 201 0.01% 0.01% 94 0 0.0% Q2 2026 Jul 24, 2026
Crews Bank & Trust History No change 9,110 199 0.03% 0.03% 95 0 0.0% Q2 2026 Jul 16, 2026
YANKCOM Partnership History No change 7,900 173 0.06% 0.06% 96 0 0.0% Q2 2026 Jul 21, 2026
Knights of Columbus Asset Advisors LLC History No change 7,550 165 0.01% 0.01% 97 0 0.0% Q2 2026 Jul 31, 2026
ATLAS CAPITAL ADVISORS INC. History No change 7,000 153 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 13, 2026
NorthAvenue LLC History No change 6,785 148 0.11% 0.11% 99 0 0.0% Q2 2026 Jul 21, 2026
Farther Finance Advisors, LLC History No change 6,211 136 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 17, 2026
Larson Financial Group LLC History No change 5,420 118 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 5,218 114 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
Colonial Trust Advisors History No change 3,800 83 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 11, 2026
Plante Moran Financial Advisors, LLC History No change 2,311 50 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 06, 2026
First Command Advisory Services, Inc. History No change 1,940 42 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 1,660 36 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 1,557 34 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,400 30 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,072 23 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 07, 2026
Trust Co History No change 307 6 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 10, 2026