Invesco Exchange-Traded Self-Indexed Fund Trust - BSMV
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 | Added to | 479,643 | 10,015 | 0.48% | 0.54% | 1 | +38,063 | 8.62% | Q1 2026 | May 01, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 311,374 | 6,501 | 0.1% | 0.05% | 2 | +156,943 | 101.63% | Q1 2026 | Apr 01, 2026 |
| HighTower Advisors, LLC | History | Added to | 302,689 | 6,320 | 0.01% | 0.01% | 3 | +82,178 | 37.27% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 257,116 | 5,368 | 0.0% | 0.0% | 4 | +10,367 | 4.2% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 255,403 | 5,332 | 0.0% | 0.0% | 5 | -135,131 | -34.6% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 234,071 | 4,887 | 0.0% | 0.0% | 6 | +49,730 | 26.98% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 233,434 | 4,874 | 0.0% | 0.0% | 7 | +50,753 | 27.78% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 223,134 | 4,659 | 0.13% | 0.11% | 8 | +48,925 | 28.08% | Q1 2026 | Apr 09, 2026 |
| Invesco Ltd. | History | Reduced | 204,774 | 4,275 | 0.0% | 0.0% | 9 | -5,999 | -2.85% | Q1 2026 | May 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 201,991 | 4,217 | 0.84% | 0.84% | 10 | +12,074 | 6.36% | Q1 2026 | Apr 14, 2026 |
| Lido Advisors, LLC | History | No change | 195,700 | 4,086 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 192,663 | 4,022 | 0.0% | 0.0% | 12 | +3,422 | 1.81% | Q1 2026 | May 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 188,576 | 3,937 | 1.07% | 1.21% | 13 | -2,643 | -1.38% | Q1 2026 | Apr 09, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 188,397 | 3,933 | 0.08% | 0.07% | 14 | +18,138 | 10.65% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 141,636 | 2,957 | 0.0% | 0.0% | 15 | +63,379 | 80.99% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 134,630 | 2,811 | 0.22% | 0.19% | 16 | +23,806 | 21.48% | Q1 2026 | May 07, 2026 |
| Envision Financial Planning, LLC | History | Added to | 110,258 | 2,302 | 0.83% | 0.85% | 17 | +3,840 | 3.61% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 108,515 | 2,265 | 0.0% | 0.0% | 18 | +2,378 | 2.24% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | Reduced | 105,714 | 2,207 | 0.39% | 0.48% | 19 | -18,575 | -14.95% | Q1 2026 | Apr 24, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 101,986 | 2,142 | 0.27% | 0.26% | 20 | +8,710 | 9.34% | Q1 2026 | Apr 20, 2026 |
| Clark Asset Management, LLC | History | Added to | 93,089 | 1,943 | 0.18% | 0.15% | 21 | +25,502 | 37.73% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 91,240 | 1,905 | 0.01% | 0.01% | 22 | +856 | 0.95% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 85,108 | 1,777 | 0.0% | 0.0% | 23 | +17,238 | 25.4% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 81,544 | 1,702 | 0.0% | 0.0% | 24 | +21,509 | 35.83% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 75,115 | 1,568 | 0.04% | 0.02% | 25 | +33,510 | 80.54% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 66,040 | 1,378 | 0.0% | 0.0% | 26 | +6,707 | 11.3% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 64,637 | 1,349 | 0.0% | 0.0% | 27 | +2,961 | 4.8% | Q1 2026 | May 14, 2026 |
| Legacy Private Trust Co. | History | New | 60,463 | 1,262 | 0.08% | — | 28 | +60,463 | New | Q1 2026 | Apr 07, 2026 |
| Farmers National Bank | History | No change | 55,687 | 1,176 | 0.26% | 0.26% | 29 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 56,223 | 1,173 | 0.0% | 0.0% | 30 | +8,404 | 17.57% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 56,083 | 1,168 | 0.01% | 0.01% | 31 | +16,083 | 40.21% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 51,451 | 1,074 | 0.03% | 0.05% | 32 | -25,717 | -33.33% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 49,940 | 1,042 | 0.0% | 0.0% | 33 | -8,222 | -14.14% | Q1 2026 | May 04, 2026 |
| Asset Dedication, LLC | History | No change | 49,093 | 1,037 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 49,045 | 1,036 | 0.01% | 0.01% | 35 | +3,325 | 7.27% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 47,946 | 1,001 | 0.01% | 0.0% | 36 | +16,583 | 52.87% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 44,146 | 921 | 0.01% | 0.01% | 37 | +9,628 | 27.89% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 41,811 | 873 | 0.0% | 0.0% | 38 | +6,282 | 17.68% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 40,902 | 859 | 0.02% | 0.04% | 39 | +1,320 | 3.33% | Q1 2026 | May 14, 2026 |
| Marietta Wealth Management, LLC | History | No change | 34,012 | 710 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 31,750 | 662 | 0.0% | 0.0% | 41 | +745 | 2.4% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 28,975 | 605 | 0.0% | 0.0% | 42 | -7,295 | -20.11% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 26,840 | 560 | 0.01% | 0.01% | 43 | +466 | 1.77% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,913 | 517 | 0.0% | 0.0% | 44 | +7,868 | 46.16% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Added to | 23,704 | 494 | 0.11% | 0.11% | 45 | +1,384 | 6.2% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 20,785 | 434 | 0.0% | 0.0% | 46 | +2,109 | 11.29% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 20,230 | 422 | 0.02% | 0.02% | 47 | +125 | 0.62% | Q1 2026 | May 13, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 19,704 | 411 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 18,184 | 379 | 0.01% | 0.02% | 49 | -4,579 | -20.12% | Q1 2026 | May 14, 2026 |
| Cambridge Financial Group, LLC | History | No change | 15,398 | 321 | 0.11% | 0.11% | 50 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,345 | 300 | 0.0% | 0.0% | 51 | +53 | 0.37% | Q1 2026 | Apr 30, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 13,479 | 281 | 0.0% | 0.01% | 52 | -9,662 | -41.75% | Q1 2026 | May 12, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 12,635 | 263 | 0.24% | — | 54 | +12,635 | New | Q1 2026 | May 05, 2026 |
| Horizons Wealth Management | History | No change | 12,605 | 263 | 0.17% | 0.17% | 53 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Coastline Complete Wealth LLC | History | No change | 12,128 | 256 | 0.16% | 0.16% | 55 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,256 | 255 | 0.0% | 0.0% | 56 | -126 | -1.02% | Q1 2026 | May 15, 2026 |
| Global Financial Private Client, LLC | History | New | 12,208 | 254 | 0.08% | — | 57 | +12,208 | New | Q1 2026 | Apr 20, 2026 |
| Heritage Trust Co | History | New | 12,019 | 250 | 0.03% | — | 58 | +12,019 | New | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | New | 11,650 | 243 | 0.01% | — | 59 | +11,650 | New | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | New | 11,390 | 237 | 0.0% | — | 60 | +11,390 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 11,390 | 237 | 0.0% | — | 61 | +11,390 | New | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Reduced | 10,050 | 209 | 0.02% | 0.02% | 62 | -640 | -5.99% | Q1 2026 | Apr 13, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 9,612 | 200 | 0.01% | 0.01% | 63 | -381 | -3.81% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,517 | 198 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | No change | 9,460 | 197 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 8,888 | 186 | 0.0% | 0.01% | 66 | +4 | 0.05% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 6,700 | 141 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 6,735 | 140 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | New | 6,700 | 139 | 0.01% | — | 69 | +6,700 | New | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | No change | 6,055 | 126 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,009 | 125 | 0.0% | 0.0% | 71 | +42 | 0.7% | Q1 2026 | May 11, 2026 |
| NorthAvenue LLC | History | Added to | 2,452 | 51 | 0.04% | 0.02% | 72 | +1,028 | 72.19% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 958 | 20 | 0.0% | 0.0% | 73 | +7 | 0.74% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 901 | 18 | 0.0% | 0.0% | 74 | -5,528 | -85.99% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,850 | 12 | 0.0% | 0.0% | 75 | +10,250 | 394.23% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 443 | 9 | 0.0% | 0.0% | 76 | +1 | 0.23% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | New | 272 | 5 | 0.0% | — | 77 | +272 | New | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | No change | 212 | 4 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 193 | 4 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 159 | 3 | 0.0% | — | 80 | +159 | New | Q1 2026 | Apr 24, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -72,685 | -100.0% | Q1 2026 | May 11, 2026 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,048 | -100.0% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,330 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,504 | -100.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -17,963 | -100.0% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -7,457 | -100.0% | Q1 2026 | Apr 13, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -929 | -100.0% | Q1 2026 | Apr 20, 2026 |