Invesco Exchange-Traded Self-Indexed Fund Trust - BSMV
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 | 441,580 | 9,332 | 0.54% | 0.16% | 1 | +312,658 | 242.52% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 390,534 | 8,253 | 0.0% | 0.0% | 2 | +9,492 | 2.49% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 246,749 | 5,215 | 0.0% | 0.0% | 3 | +103,477 | 72.22% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 220,511 | 4,660 | 0.01% | 0.0% | 4 | +150,658 | 215.68% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Added to | 210,773 | 4,454 | 0.0% | 0.0% | 5 | +36,477 | 20.93% | Q4 2025 | Feb 19, 2026 |
| Lido Advisors, LLC | History | Added to | 195,700 | 4,136 | 0.01% | 0.01% | 6 | +18,800 | 10.63% | Q4 2025 | Feb 10, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 191,219 | 4,041 | 1.21% | 1.22% | 7 | +3,159 | 1.68% | Q4 2025 | Jan 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 189,917 | 4,013 | 0.84% | 0.82% | 8 | +11,826 | 6.64% | Q4 2025 | Jan 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 189,241 | 3,999 | 0.0% | 0.0% | 9 | +42,834 | 29.26% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 184,341 | 3,896 | 0.0% | 0.0% | 10 | +41,119 | 28.71% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 182,681 | 3,860 | 0.0% | 0.0% | 11 | +2,371 | 1.31% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 174,209 | 3,681 | 0.11% | 0.1% | 12 | +26,855 | 18.22% | Q4 2025 | Jan 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 170,259 | 3,598 | 0.07% | 0.07% | 13 | -7,521 | -4.23% | Q4 2025 | Feb 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 154,431 | 3,263 | 0.05% | 0.04% | 14 | +20,527 | 15.33% | Q4 2025 | Jan 05, 2026 |
| Key FInancial Inc | History | Added to | 124,289 | 2,626 | 0.48% | 0.47% | 15 | +3,000 | 2.47% | Q4 2025 | Feb 09, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 110,824 | 2,342 | 0.19% | 0.19% | 16 | +1,833 | 1.68% | Q4 2025 | Feb 04, 2026 |
| Envision Financial Planning, LLC | History | Added to | 106,418 | 2,249 | 0.85% | 0.93% | 17 | +2,110 | 2.02% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 106,137 | 2,243 | 0.0% | 0.0% | 18 | +55,479 | 109.52% | Q4 2025 | Feb 10, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 93,276 | 1,971 | 0.26% | — | 19 | +93,276 | New | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 90,384 | 1,910 | 0.01% | 0.01% | 20 | +385 | 0.43% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 78,257 | 1,653 | 0.0% | 0.0% | 21 | -27,579 | -26.06% | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 77,168 | 1,631 | 0.05% | — | 22 | +77,168 | New | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | Added to | 72,685 | 1,536 | 0.11% | 0.01% | 23 | +59,933 | 469.99% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 67,870 | 1,434 | 0.0% | 0.0% | 24 | +23,234 | 52.05% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 67,587 | 1,428 | 0.15% | 0.16% | 25 | +1,106 | 1.66% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 61,676 | 1,303 | 0.0% | 0.0% | 26 | +51,682 | 517.13% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 60,035 | 1,269 | 0.0% | 0.0% | 27 | +12,295 | 25.75% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 59,333 | 1,254 | 0.0% | 0.0% | 28 | +41,304 | 229.1% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 58,162 | 1,229 | 0.0% | 0.0% | 29 | +7,557 | 14.93% | Q4 2025 | Feb 13, 2026 |
| Farmers National Bank | History | New | 55,687 | 1,176 | 0.26% | — | 30 | +55,687 | New | Q4 2025 | Mar 12, 2026 |
| Asset Dedication, LLC | History | Added to | 49,093 | 1,037 | 0.07% | 0.07% | 31 | +2,914 | 6.31% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 47,819 | 1,010 | 0.0% | 0.0% | 32 | +2,018 | 4.41% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 45,720 | 966 | 0.01% | 0.01% | 33 | -785 | -1.69% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 41,605 | 879 | 0.02% | 0.01% | 34 | +15,600 | 59.99% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 40,000 | 845 | 0.01% | 0.0% | 35 | +8,655 | 27.61% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Added to | 39,582 | 836 | 0.04% | 0.03% | 36 | +895 | 2.31% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 36,270 | 766 | 0.0% | — | 37 | +36,270 | New | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,529 | 750 | 0.0% | 0.0% | 38 | +3,427 | 10.68% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 34,518 | 729 | 0.01% | 0.01% | 39 | -24,628 | -41.64% | Q4 2025 | Feb 13, 2026 |
| Marietta Wealth Management, LLC | History | No change | 34,012 | 718 | 0.08% | 0.09% | 40 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 31,363 | 662 | 0.0% | 0.0% | 41 | +6,522 | 26.25% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 31,005 | 655 | 0.0% | 0.0% | 42 | +1,704 | 5.82% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | New | 26,374 | 557 | 0.01% | — | 43 | +26,374 | New | Q4 2025 | Feb 02, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 26,048 | 551 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Reduced | 24,330 | 514 | 0.0% | 0.0% | 45 | -2,322 | -8.71% | Q4 2025 | Feb 11, 2026 |
| Summit Trail Advisors, LLC | History | New | 23,141 | 489 | 0.01% | — | 46 | +23,141 | New | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 22,763 | 481 | 0.02% | 0.02% | 47 | -1,679 | -6.87% | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | Added to | 22,320 | 471 | 0.11% | 0.11% | 48 | +30 | 0.13% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Added to | 21,504 | 454 | 0.02% | 0.01% | 49 | +8,744 | 68.53% | Q4 2025 | Feb 10, 2026 |
| Jacobi Capital Management LLC | History | Added to | 20,105 | 424 | 0.02% | 0.02% | 50 | +3,600 | 21.81% | Q4 2025 | Feb 13, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 19,704 | 416 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 18,676 | 395 | 0.0% | — | 52 | +18,676 | New | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 17,963 | 379 | 0.02% | 0.02% | 53 | -4,730 | -20.84% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,045 | 360 | 0.0% | 0.0% | 54 | +5,925 | 53.28% | Q4 2025 | Feb 17, 2026 |
| Cambridge Financial Group, LLC | History | No change | 15,398 | 325 | 0.11% | 0.1% | 55 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 14,292 | 302 | 0.0% | — | 56 | +14,292 | New | Q4 2025 | Feb 05, 2026 |
| Horizons Wealth Management | History | Added to | 12,605 | 266 | 0.17% | 0.02% | 57 | +11,151 | 766.92% | Q4 2025 | Jan 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,382 | 261 | 0.0% | 0.0% | 58 | -9,055 | -42.24% | Q4 2025 | Feb 18, 2026 |
| Coastline Complete Wealth LLC | History | New | 12,128 | 256 | 0.16% | — | 59 | +12,128 | New | Q4 2025 | Feb 24, 2026 |
| CGN Advisors LLC | History | Reduced | 10,690 | 225 | 0.02% | 0.02% | 60 | -912 | -7.86% | Q4 2025 | Jan 05, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 9,993 | 211 | 0.01% | — | 61 | +9,993 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,517 | 201 | 0.0% | 0.0% | 62 | +472 | 5.22% | Q4 2025 | Feb 09, 2026 |
| Crews Bank & Trust | History | No change | 9,460 | 199 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Added to | 8,884 | 188 | 0.01% | 0.0% | 64 | +7,443 | 516.52% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 7,457 | 157 | 0.0% | 0.01% | 65 | -1,921 | -20.48% | Q4 2025 | Jan 07, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 6,735 | 142 | 0.0% | 0.0% | 66 | +24 | 0.36% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | No change | 6,700 | 141 | 0.02% | 0.03% | 67 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,429 | 135 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | No change | 6,055 | 127 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,967 | 126 | 0.0% | 0.0% | 70 | +42 | 0.71% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,600 | 54 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NorthAvenue LLC | History | New | 1,424 | 30 | 0.02% | — | 72 | +1,424 | New | Q4 2025 | Apr 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 951 | 20 | 0.0% | 0.0% | 73 | +7 | 0.74% | Q4 2025 | Feb 06, 2026 |
| YANKCOM Partnership | History | No change | 929 | 19 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Trust Co | History | New | 442 | 9 | 0.0% | — | 75 | +442 | New | Q4 2025 | Jan 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 193 | 4 | 0.0% | — | 77 | +193 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | No change | 212 | 4 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,780 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,209 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,688 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Collier Financial | History | Closed out | 0 | 0 | — | 0.01% | — | -869 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -278 | -100.0% | Q3 2025 | Nov 06, 2025 |