Invesco Exchange-Traded Self-Indexed Fund Trust - BSMU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 502,178 | 11,060 | 0.0% | 0.0% | 1 | +22,572 | 4.71% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 460,052 | 10,132 | 0.0% | 0.0% | 2 | +25,463 | 5.86% | Q4 2025 | Feb 11, 2026 |
| Hills Bank & Trust Co | History | Added to | 432,344 | 9,522 | 0.55% | 0.32% | 3 | +187,718 | 76.74% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 324,056 | 7,137 | 0.0% | 0.0% | 4 | +149,208 | 85.34% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 287,207 | 6,325 | 0.0% | 0.0% | 5 | +117,737 | 69.47% | Q4 2025 | Feb 19, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 271,269 | 5,974 | 0.29% | 0.25% | 6 | +30,978 | 12.89% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Added to | 228,987 | 5,043 | 0.0% | 0.0% | 7 | +62,253 | 37.34% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 224,623 | 4,947 | 0.0% | 0.0% | 8 | +1,181 | 0.53% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 221,114 | 4,870 | 0.0% | 0.0% | 9 | +78,745 | 55.31% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 209,108 | 4,605 | 0.01% | 0.0% | 10 | +61,735 | 41.89% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 201,800 | 4,444 | 0.01% | 0.01% | 11 | +37,400 | 22.75% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 187,402 | 4,127 | 0.08% | 0.08% | 12 | -1,054 | -0.56% | Q4 2025 | Feb 04, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 183,115 | 4,033 | 1.2% | 1.22% | 13 | +3,021 | 1.68% | Q4 2025 | Jan 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 175,511 | 3,865 | 0.81% | 0.78% | 14 | +13,395 | 8.26% | Q4 2025 | Jan 07, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 142,081 | 3,129 | 0.25% | 0.26% | 15 | -2,205 | -1.53% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 128,376 | 2,827 | 0.01% | 0.01% | 16 | +11,011 | 9.38% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | Added to | 126,590 | 2,788 | 0.51% | 0.48% | 17 | +7,373 | 6.18% | Q4 2025 | Feb 09, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 124,878 | 2,750 | 0.04% | 0.04% | 18 | -2,987 | -2.34% | Q4 2025 | Jan 05, 2026 |
| Legacy Private Trust Co. | History | Added to | 124,725 | 2,747 | 0.16% | 0.12% | 19 | +34,125 | 37.67% | Q4 2025 | Jan 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 116,637 | 2,568 | 0.01% | 0.0% | 20 | +98,135 | 530.4% | Q4 2025 | Feb 18, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 106,432 | 2,344 | 0.31% | — | 21 | +106,432 | New | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 105,998 | 2,334 | 0.0% | 0.0% | 22 | +25,537 | 31.74% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 104,750 | 2,307 | 0.0% | 0.0% | 23 | +94,752 | 947.71% | Q4 2025 | Feb 12, 2026 |
| Insight Wealth Partners, LLC | History | No change | 103,724 | 2,284 | 0.31% | 0.69% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 102,115 | 2,249 | 0.0% | 0.0% | 25 | +20,265 | 24.76% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 100,033 | 2,203 | 0.01% | 0.01% | 26 | -1,671 | -1.64% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 94,411 | 2,079 | 0.0% | 0.0% | 27 | +28,703 | 43.68% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | Added to | 80,344 | 1,769 | 0.12% | 0.09% | 28 | +18,657 | 30.24% | Q4 2025 | Jan 26, 2026 |
| Envision Financial Planning, LLC | History | Added to | 77,435 | 1,705 | 0.64% | 0.71% | 29 | +699 | 0.91% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 75,057 | 1,653 | 0.0% | 0.0% | 30 | +26,361 | 54.13% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 66,436 | 1,463 | 0.06% | 0.05% | 31 | -7,572 | -10.23% | Q4 2025 | Feb 17, 2026 |
| Elequin Capital, LP | History | New | 65,980 | 1,453 | 0.11% | — | 32 | +65,980 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 65,016 | 1,431 | 0.0% | 0.0% | 33 | +13,086 | 25.2% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 64,455 | 1,419 | 0.15% | 0.16% | 34 | +564 | 0.88% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 64,024 | 1,410 | 0.0% | 0.0% | 35 | -53,628 | -45.58% | Q4 2025 | Feb 12, 2026 |
| Coastline Complete Wealth LLC | History | New | 62,641 | 1,379 | 0.87% | — | 36 | +62,641 | New | Q4 2025 | Feb 24, 2026 |
| Farmers National Bank | History | New | 60,708 | 1,337 | 0.3% | — | 37 | +60,708 | New | Q4 2025 | Mar 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 50,295 | 1,107 | 0.02% | 0.02% | 38 | +2,722 | 5.72% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 47,539 | 1,047 | 0.01% | 0.01% | 39 | -23,710 | -33.28% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 46,794 | 1,030 | 0.0% | 0.0% | 40 | +1,550 | 3.43% | Q4 2025 | Feb 17, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 38,812 | 854 | 0.49% | 0.55% | 41 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 36,155 | 796 | 0.0% | 0.0% | 42 | +2,469 | 7.33% | Q4 2025 | Feb 09, 2026 |
| AlphaStar Capital Management, LLC | History | New | 35,917 | 791 | 0.06% | — | 43 | +35,917 | New | Q4 2025 | Feb 02, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 35,225 | 775 | 0.0% | — | 44 | +35,225 | New | Q4 2025 | Feb 03, 2026 |
| Marietta Wealth Management, LLC | History | No change | 32,644 | 718 | 0.08% | 0.09% | 45 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,316 | 711 | 0.0% | 0.0% | 46 | +66 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 30,178 | 665 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Addison Advisors LLC | History | Reduced | 29,055 | 639 | 0.14% | 0.15% | 48 | -170 | -0.58% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 27,751 | 611 | 0.0% | 0.0% | 49 | -3,288 | -10.59% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 27,412 | 603 | 0.02% | 0.02% | 50 | +9,086 | 49.58% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,739 | 588 | 0.01% | 0.0% | 51 | +17,877 | 201.73% | Q4 2025 | Feb 09, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | New | 26,690 | 587 | 0.26% | — | 52 | +26,690 | New | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 26,089 | 575 | 0.0% | — | 53 | +26,089 | New | Q4 2025 | Feb 17, 2026 |
| Horizons Wealth Management | History | Added to | 25,494 | 561 | 0.37% | 0.36% | 54 | +1,167 | 4.8% | Q4 2025 | Jan 05, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 24,969 | 549 | 0.47% | 0.49% | 55 | -216 | -0.86% | Q4 2025 | Jan 21, 2026 |
| Cambridge Financial Group, LLC | History | No change | 24,406 | 537 | 0.19% | 0.17% | 56 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| TLWM | History | Added to | 24,013 | 528 | 0.1% | 0.09% | 57 | +100 | 0.42% | Q4 2025 | Jan 12, 2026 |
| Summit Trail Advisors, LLC | History | New | 22,191 | 488 | 0.01% | — | 58 | +22,191 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 20,867 | 459 | 0.0% | 0.0% | 59 | +9,180 | 78.55% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | Reduced | 19,593 | 431 | 0.02% | 0.02% | 60 | -2,435 | -11.05% | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 19,329 | 425 | 0.02% | 0.02% | 61 | +3,400 | 21.34% | Q4 2025 | Feb 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 16,486 | 363 | 0.2% | 0.25% | 62 | +110 | 0.67% | Q4 2025 | Jan 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 16,262 | 358 | 0.0% | — | 63 | +16,262 | New | Q4 2025 | Mar 25, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 14,189 | 313 | 0.0% | — | 64 | +14,189 | New | Q4 2025 | Jan 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 14,232 | 313 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Added to | 13,705 | 302 | 0.01% | 0.0% | 66 | +7,135 | 108.6% | Q4 2025 | Feb 11, 2026 |
| Paulson Wealth Management Inc. | History | New | 13,241 | 291 | 0.07% | — | 67 | +13,241 | New | Q4 2025 | Feb 05, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 12,755 | 280 | 0.08% | 0.08% | 68 | +300 | 2.41% | Q4 2025 | Jan 28, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 12,633 | 278 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | New | 12,047 | 265 | 0.01% | — | 70 | +12,047 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,403 | 251 | 0.0% | — | 71 | +11,403 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,441 | 251 | 0.0% | 0.0% | 72 | +3,461 | 43.37% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,613 | 233 | 0.0% | 0.0% | 73 | -8,706 | -45.06% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 10,517 | 231 | 0.0% | 0.0% | 74 | +273 | 2.66% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | No change | 10,416 | 229 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 10,117 | 222 | 0.08% | 0.08% | 76 | -531 | -4.99% | Q4 2025 | Jan 23, 2026 |
| CGN Advisors LLC | History | Reduced | 9,979 | 219 | 0.02% | 0.02% | 79 | -1,167 | -10.47% | Q4 2025 | Jan 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 9,951 | 219 | 0.01% | 0.01% | 77 | +455 | 4.79% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 9,980 | 219 | 0.01% | 0.0% | 78 | +32 | 0.32% | Q4 2025 | Feb 11, 2026 |
| Opulen Financial Group LLC | History | Added to | 9,815 | 216 | 0.16% | 0.16% | 80 | +53 | 0.54% | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,733 | 214 | 0.01% | — | 81 | +9,733 | New | Q4 2025 | Feb 13, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 9,549 | 210 | 0.01% | — | 82 | +9,549 | New | Q4 2025 | Feb 11, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 9,381 | 206 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 9,220 | 203 | 0.01% | 0.01% | 84 | -6,461 | -41.2% | Q4 2025 | Jan 06, 2026 |
| Crews Bank & Trust | History | No change | 9,110 | 200 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| YANKCOM Partnership | History | No change | 7,900 | 173 | 0.07% | 0.08% | 86 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 7,550 | 166 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NorthAvenue LLC | History | New | 6,511 | 143 | 0.12% | — | 88 | +6,511 | New | Q4 2025 | Apr 02, 2026 |
| ORG Partners LLC | History | No change | 6,400 | 140 | 0.02% | 0.03% | 89 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 5,935 | 130 | 0.0% | 0.0% | 90 | +23 | 0.39% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | No change | 5,812 | 128 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,807 | 127 | 0.0% | 0.0% | 92 | +39 | 0.68% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,100 | 24 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,057 | 23 | 0.0% | 0.0% | 94 | +7 | 0.67% | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | No change | 1,015 | 22 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 910 | 20 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Trust Co | History | New | 427 | 9 | 0.0% | — | 97 | +427 | New | Q4 2025 | Jan 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -66,334 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -24,904 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.14% | — | -23,761 | -100.0% | Q3 2025 | Oct 09, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,190 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,065 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Collier Financial | History | Closed out | 0 | 0 | — | 0.01% | — | -836 | -100.0% | Q3 2025 | Nov 05, 2025 |