Invesco Exchange-Traded Self-Indexed Fund Trust - BSMU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 518,802 | 11,316 | 0.0% | 0.0% | 1 | +16,624 | 3.31% | Q1 2026 | May 11, 2026 |
| Hills Bank & Trust Co | History | Added to | 460,879 | 10,053 | 0.49% | 0.55% | 2 | +28,535 | 6.6% | Q1 2026 | May 01, 2026 |
| LPL Financial LLC | History | Reduced | 434,624 | 9,480 | 0.0% | 0.0% | 3 | -25,428 | -5.53% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 340,961 | 7,437 | 0.0% | 0.0% | 4 | +16,905 | 5.22% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 332,099 | 7,244 | 0.0% | 0.0% | 5 | +44,892 | 15.63% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 295,973 | 6,456 | 0.0% | 0.0% | 6 | +66,986 | 29.25% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 295,609 | 6,448 | 0.4% | 0.29% | 7 | +24,340 | 8.97% | Q1 2026 | Apr 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 267,567 | 5,836 | 0.0% | 0.0% | 8 | +42,944 | 19.12% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 229,396 | 5,003 | 0.0% | 0.0% | 9 | +8,282 | 3.75% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 212,099 | 4,626 | 0.02% | 0.01% | 10 | +95,462 | 81.85% | Q1 2026 | Jun 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 209,156 | 4,562 | 0.0% | 0.01% | 11 | +48 | 0.02% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 202,583 | 4,419 | 0.08% | 0.08% | 12 | +15,181 | 8.1% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | No change | 201,800 | 4,401 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 186,295 | 4,063 | 0.81% | 0.81% | 14 | +10,784 | 6.14% | Q1 2026 | Apr 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 180,723 | 3,942 | 1.08% | 1.2% | 15 | -2,392 | -1.31% | Q1 2026 | Apr 09, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 162,700 | 3,549 | 0.28% | 0.25% | 16 | +20,619 | 14.51% | Q1 2026 | May 07, 2026 |
| Legacy Private Trust Co. | History | Added to | 146,913 | 3,204 | 0.2% | 0.16% | 17 | +22,188 | 17.79% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 129,192 | 2,818 | 0.01% | 0.01% | 18 | +816 | 0.64% | Q1 2026 | Apr 30, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 123,052 | 2,684 | 0.04% | 0.04% | 19 | -1,826 | -1.46% | Q1 2026 | Apr 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 118,820 | 2,586 | 0.0% | 0.0% | 20 | +12,822 | 12.1% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 113,188 | 2,487 | 0.31% | 0.31% | 21 | +6,756 | 6.35% | Q1 2026 | Apr 20, 2026 |
| Key FInancial Inc | History | Reduced | 113,875 | 2,484 | 0.44% | 0.51% | 22 | -12,715 | -10.04% | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 105,907 | 2,310 | 0.0% | 0.0% | 23 | +3,792 | 3.71% | Q1 2026 | May 04, 2026 |
| Insight Wealth Partners, LLC | History | No change | 103,724 | 2,262 | 0.32% | 0.31% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 95,559 | 2,084 | 0.0% | 0.0% | 25 | +1,148 | 1.22% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 92,882 | 2,026 | 0.01% | 0.01% | 26 | -7,151 | -7.15% | Q1 2026 | May 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 89,281 | 1,947 | 0.18% | 0.15% | 27 | +24,826 | 38.52% | Q1 2026 | Apr 16, 2026 |
| Envision Financial Planning, LLC | History | Added to | 80,344 | 1,752 | 0.63% | 0.64% | 28 | +2,909 | 3.76% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 71,037 | 1,549 | 0.0% | 0.0% | 29 | +7,013 | 10.95% | Q1 2026 | Apr 27, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 69,174 | 1,508 | 0.93% | 0.87% | 30 | +6,533 | 10.43% | Q1 2026 | May 22, 2026 |
| Asset Dedication, LLC | History | Reduced | 66,798 | 1,457 | 0.1% | 0.12% | 31 | -13,546 | -16.86% | Q1 2026 | May 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 66,647 | 1,453 | 0.0% | 0.0% | 32 | +19,853 | 42.43% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 64,286 | 1,409 | 0.04% | 0.06% | 33 | -2,150 | -3.24% | Q1 2026 | May 14, 2026 |
| Farmers National Bank | History | Reduced | 60,594 | 1,321 | 0.29% | 0.3% | 34 | -114 | -0.19% | Q1 2026 | Jun 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 56,879 | 1,240 | 0.0% | 0.0% | 35 | -18,178 | -24.22% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 50,295 | 1,097 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 48,315 | 1,053 | 0.01% | 0.01% | 37 | +776 | 1.63% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 45,759 | 998 | 0.01% | 0.0% | 38 | +9,604 | 26.56% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | New | 45,023 | 982 | 0.06% | — | 39 | +45,023 | New | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 43,232 | 943 | 0.0% | 0.0% | 40 | +10,916 | 33.78% | Q1 2026 | May 14, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | New | 40,000 | 872 | 0.13% | — | 41 | +40,000 | New | Q1 2026 | May 01, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 38,935 | 849 | 0.52% | 0.54% | 42 | +123 | 0.32% | Q1 2026 | Apr 15, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 35,917 | 783 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 34,271 | 747 | 0.18% | 0.07% | 44 | +21,030 | 158.82% | Q1 2026 | May 08, 2026 |
| Marietta Wealth Management, LLC | History | No change | 32,644 | 712 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 32,580 | 710 | 0.0% | 0.0% | 46 | +4,829 | 17.4% | Q1 2026 | May 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 30,785 | 671 | 0.28% | 0.26% | 47 | +4,095 | 15.34% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | Added to | 30,061 | 655 | 0.14% | 0.14% | 48 | +1,006 | 3.46% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 28,664 | 625 | 0.01% | 0.01% | 49 | +1,925 | 7.2% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 28,245 | 616 | 0.0% | 0.0% | 50 | -6,980 | -19.82% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | No change | 27,412 | 597 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 25,820 | 563 | 0.0% | 0.0% | 52 | -269 | -1.03% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | No change | 25,494 | 556 | 0.36% | 0.37% | 53 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TLWM | History | Reduced | 23,845 | 520 | 0.09% | 0.1% | 54 | -168 | -0.7% | Q1 2026 | Apr 08, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 23,375 | 509 | 0.45% | 0.47% | 55 | -1,594 | -6.38% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,149 | 504 | 0.0% | 0.0% | 56 | +2,282 | 10.94% | Q1 2026 | May 05, 2026 |
| Heritage Trust Co | History | New | 21,525 | 469 | 0.05% | — | 57 | +21,525 | New | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 19,429 | 423 | 0.02% | 0.02% | 58 | +100 | 0.52% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 17,420 | 379 | 0.0% | 0.0% | 59 | +6,903 | 65.64% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,327 | 377 | 0.0% | 0.0% | 60 | -87,423 | -83.46% | Q1 2026 | May 12, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 17,046 | 371 | 0.13% | 0.19% | 61 | -7,360 | -30.16% | Q1 2026 | Apr 08, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 16,635 | 362 | 0.11% | 0.08% | 62 | +3,880 | 30.42% | Q1 2026 | May 20, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 16,597 | 362 | 0.19% | 0.2% | 63 | +111 | 0.67% | Q1 2026 | May 01, 2026 |
| Accurate Wealth Management, LLC | History | New | 14,923 | 327 | 0.04% | — | 64 | +14,923 | New | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 14,232 | 310 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | No change | 13,705 | 299 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 13,677 | 298 | 0.01% | — | 67 | +13,677 | New | Q1 2026 | Apr 14, 2026 |
| CVFG LLC | History | New | 13,342 | 291 | 0.04% | — | 68 | +13,342 | New | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,532 | 251 | 0.0% | 0.0% | 69 | +919 | 8.66% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,001 | 240 | 0.0% | 0.0% | 70 | -402 | -3.53% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | New | 10,943 | 238 | 0.0% | — | 71 | +10,943 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 10,943 | 238 | 0.0% | — | 72 | +10,943 | New | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 10,636 | 232 | 0.01% | 0.01% | 73 | +1,416 | 15.36% | Q1 2026 | Apr 09, 2026 |
| HUB Investment Partners, LLC | History | New | 10,444 | 227 | 0.01% | — | 75 | +10,444 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | No change | 10,416 | 227 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 9,951 | 217 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Opulen Financial Group LLC | History | Added to | 9,868 | 215 | 0.15% | 0.16% | 77 | +53 | 0.54% | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | Reduced | 9,365 | 204 | 0.02% | 0.02% | 80 | -614 | -6.15% | Q1 2026 | Apr 13, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 9,387 | 204 | 0.01% | 0.01% | 78 | -162 | -1.7% | Q1 2026 | Apr 30, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 9,381 | 204 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 9,194 | 200 | 0.01% | 0.01% | 81 | -3,439 | -27.22% | Q1 2026 | May 07, 2026 |
| Crews Bank & Trust | History | No change | 9,110 | 198 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| YANKCOM Partnership | History | No change | 7,900 | 172 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 7,550 | 164 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NorthAvenue LLC | History | Added to | 6,785 | 148 | 0.12% | 0.12% | 85 | +274 | 4.21% | Q1 2026 | Apr 15, 2026 |
| Anchor Investment Management, LLC | History | New | 6,500 | 141 | 0.01% | — | 86 | +6,500 | New | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 6,400 | 140 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 6,400 | 139 | 0.01% | — | 88 | +6,400 | New | Q1 2026 | Apr 28, 2026 |
| First Command Advisory Services, Inc. | History | No change | 5,935 | 129 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,846 | 127 | 0.0% | 0.0% | 90 | +39 | 0.67% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | No change | 5,812 | 126 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,581 | 121 | 0.0% | 0.0% | 92 | -5,860 | -51.22% | Q1 2026 | Apr 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 1,400 | 30 | 0.0% | — | 93 | +1,400 | New | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 1,362 | 29 | 0.0% | 0.0% | 94 | +262 | 23.82% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,064 | 23 | 0.0% | 0.0% | 95 | +7 | 0.66% | Q1 2026 | May 08, 2026 |
| WFA of San Diego, LLC | History | No change | 1,015 | 22 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 428 | 9 | 0.0% | 0.0% | 97 | +1 | 0.23% | Q1 2026 | Apr 13, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -65,980 | -100.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -65,016 | -100.0% | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -30,178 | -100.0% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,191 | -100.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -19,593 | -100.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,262 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,189 | -100.0% | Q1 2026 | Apr 08, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,047 | -100.0% | Q1 2026 | May 12, 2026 |
| LINCOLN CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.08% | — | -10,117 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,980 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,733 | -100.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -910 | -100.0% | Q1 2026 | May 14, 2026 |