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 | No change | 360,323 | 7,561 | 0.32% | 0.32% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 334,767 | 7,025 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 288,458 | 6,053 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 276,929 | 5,811 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 280,194 | 5,573 | 0.09% | 0.1% | 5 | -10,632 | -3.66% | Q3 2026 | Oct 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 252,121 | 5,290 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 240,138 | 5,039 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 216,030 | 4,533 | 0.75% | 0.75% | 8 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Invesco Ltd. | History | No change | 204,866 | 4,299 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 199,030 | 4,176 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 195,700 | 4,106 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 192,892 | 4,047 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 181,265 | 3,803 | 0.98% | 0.98% | 13 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avior Wealth Management, LLC | History | No change | 152,733 | 3,205 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 147,684 | 3,099 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MONECO ADVISORS, LLC | History | No change | 139,362 | 2,924 | 0.18% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Private Trust Co. | History | No change | 121,639 | 2,552 | 0.14% | 0.14% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Envision Financial Planning, LLC | History | No change | 117,801 | 2,472 | 0.8% | 0.8% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 109,755 | 2,303 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 108,383 | 2,274 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Asset Management, LLC | History | No change | 106,337 | 2,231 | 0.18% | 0.18% | 21 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 105,220 | 2,208 | 0.25% | 0.25% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 96,149 | 2,017 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 94,922 | 1,991 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 93,904 | 1,971 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 72,758 | 1,526 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 71,944 | 1,509 | 0.25% | 0.25% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | No change | 65,649 | 1,377 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 62,405 | 1,309 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 60,488 | 1,269 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 57,332 | 1,203 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farmers National Bank | History | No change | 57,080 | 1,197 | 0.25% | 0.25% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 54,498 | 1,143 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| VestGen Advisors, LLC | History | No change | 50,598 | 1,061 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 46,830 | 982 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 46,617 | 978 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Elequin Capital, LP | History | No change | 45,191 | 948 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 43,500 | 912 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 36,616 | 768 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Marietta Wealth Management, LLC | History | No change | 34,012 | 713 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wedmont Private Capital | History | No change | 33,770 | 706 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFG Advisory, LLC | History | No change | 33,004 | 692 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 31,968 | 667 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 31,559 | 662 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 30,336 | 636 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 29,282 | 614 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 28,975 | 608 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Asset Dedication, LLC | History | No change | 28,868 | 605 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 27,781 | 582 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,431 | 471 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 20,498 | 430 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 19,704 | 413 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 18,207 | 382 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 18,084 | 379 | 0.18% | 0.18% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 17,474 | 367 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 16,366 | 343 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,186 | 318 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heritage Trust Co | History | No change | 13,953 | 292 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 13,265 | 278 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,850 | 269 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,256 | 257 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Global Financial Private Client, LLC | History | No change | 12,208 | 256 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 11,961 | 251 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 11,809 | 247 | 0.23% | 0.23% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | No change | 11,608 | 243 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,390 | 239 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 11,390 | 237 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 10,353 | 217 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CGN Advisors LLC | History | No change | 9,572 | 200 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,517 | 199 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | No change | 9,064 | 190 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 8,892 | 187 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,000 | 146 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 6,055 | 127 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,500 | 115 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,383 | 112 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Advisors | History | No change | 4,000 | 83 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthAvenue LLC | History | No change | 3,399 | 71 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,406 | 50 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,238 | 46 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 2,031 | 42 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,730 | 36 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,500 | 31 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,370 | 28 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 570 | 11 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFP Advisors, Inc | History | No change | 476 | 9 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trust Co | History | No change | 318 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FMR LLC | History | No change | 212 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |