Invesco Exchange-Traded Self-Indexed Fund Trust - BSMW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 438,308 | 11,005 | 0.0% | 0.0% | 1 | +121,273 | 38.25% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 437,004 | 10,973 | 0.0% | 0.0% | 2 | -5,052 | -1.14% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 241,056 | 6,052 | 0.0% | 0.0% | 3 | +20,071 | 9.08% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 204,223 | 5,128 | 0.1% | 0.14% | 4 | -91,443 | -30.93% | Q4 2025 | Feb 04, 2026 |
| Invesco Ltd. | History | Added to | 172,080 | 4,320 | 0.0% | 0.0% | 5 | +96,820 | 128.65% | Q4 2025 | Feb 19, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 164,384 | 4,127 | 0.2% | 0.16% | 6 | +27,211 | 19.84% | Q4 2025 | Jan 20, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 149,715 | 3,759 | 0.79% | 0.75% | 7 | +13,122 | 9.61% | Q4 2025 | Jan 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 138,205 | 3,470 | 0.0% | 0.0% | 8 | +25,272 | 22.38% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 135,929 | 3,413 | 0.0% | 0.0% | 9 | +11,928 | 9.62% | Q4 2025 | Feb 17, 2026 |
| Hills Bank & Trust Co | History | Added to | 109,974 | 2,761 | 0.16% | 0.05% | 10 | +77,157 | 235.11% | Q4 2025 | Feb 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 109,012 | 2,737 | 0.04% | 0.02% | 11 | +56,826 | 108.89% | Q4 2025 | Jan 05, 2026 |
| Envision Financial Planning, LLC | History | Added to | 107,787 | 2,706 | 1.02% | 1.13% | 12 | +779 | 0.73% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 99,700 | 2,503 | 0.01% | 0.0% | 13 | +42,300 | 73.69% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 98,040 | 2,461 | 0.01% | 0.01% | 14 | +14,567 | 17.45% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 94,052 | 2,361 | 0.19% | 0.05% | 15 | +70,762 | 303.83% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 85,448 | 2,145 | 0.0% | 0.0% | 16 | +60,592 | 243.77% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 68,368 | 1,716 | 0.0% | 0.0% | 17 | -1,966 | -2.8% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 64,434 | 1,617 | 0.0% | 0.0% | 18 | +32,947 | 104.64% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 57,570 | 1,445 | 0.0% | 0.0% | 19 | +27,301 | 90.19% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 54,628 | 1,371 | 0.0% | 0.0% | 20 | +21,622 | 65.51% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 48,187 | 1,209 | 0.0% | 0.0% | 21 | +36,816 | 323.77% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 47,192 | 1,184 | 0.12% | 0.13% | 22 | +1,677 | 3.68% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 42,670 | 1,071 | 0.0% | 0.0% | 23 | +5,907 | 16.07% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 42,001 | 1,054 | 0.04% | 0.02% | 24 | +12,344 | 41.62% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 41,404 | 1,039 | 0.01% | 0.01% | 25 | -655 | -1.56% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 40,005 | 1,005 | 0.03% | 0.08% | 26 | -39,718 | -49.82% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | Added to | 39,455 | 990 | 0.06% | 0.06% | 27 | +3,146 | 8.66% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | Added to | 38,708 | 971 | 0.18% | 0.16% | 28 | +3,600 | 10.25% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,250 | 885 | 0.0% | 0.0% | 29 | +3,061 | 9.51% | Q4 2025 | Feb 12, 2026 |
| Elequin Capital, LP | History | Reduced | 34,885 | 875 | 0.07% | 0.1% | 30 | -37,022 | -51.49% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 32,473 | 815 | 0.0% | 0.0% | 31 | +12,678 | 64.05% | Q4 2025 | Jan 29, 2026 |
| Summit Trail Advisors, LLC | History | New | 31,944 | 802 | 0.01% | — | 32 | +31,944 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 31,515 | 791 | 0.0% | 0.0% | 33 | +22,064 | 233.46% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,186 | 783 | 0.0% | 0.0% | 34 | +5,216 | 20.08% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 31,040 | 779 | 0.0% | — | 35 | +31,040 | New | Q4 2025 | Feb 03, 2026 |
| Marietta Wealth Management, LLC | History | New | 28,300 | 710 | 0.08% | — | 36 | +28,300 | New | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 26,717 | 670 | 0.0% | 0.0% | 37 | +4,256 | 18.95% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 26,210 | 658 | 0.02% | 0.01% | 38 | +62 | 0.24% | Q4 2025 | Feb 11, 2026 |
| Legacy Private Trust Co. | History | New | 26,035 | 653 | 0.04% | — | 39 | +26,035 | New | Q4 2025 | Jan 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 25,108 | 630 | 0.01% | 0.01% | 40 | -24,058 | -48.93% | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | Reduced | 21,995 | 552 | 0.12% | 0.14% | 41 | -1,600 | -6.78% | Q4 2025 | Feb 06, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 21,854 | 549 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 20,344 | 510 | 0.0% | 0.0% | 43 | +3,400 | 20.07% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | No change | 20,293 | 509 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 16,886 | 424 | 0.02% | 0.02% | 45 | +2,900 | 20.74% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,780 | 421 | 0.0% | 0.0% | 46 | +66 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Invariant Investment Management | History | New | 16,060 | 406 | 0.26% | — | 47 | +16,060 | New | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | Added to | 15,121 | 379 | 0.02% | 0.01% | 48 | +5,571 | 58.34% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Reduced | 13,123 | 329 | 0.01% | 0.02% | 49 | -5,768 | -30.53% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,484 | 313 | 0.0% | — | 50 | +12,484 | New | Q4 2025 | Feb 17, 2026 |
| Bill Few Associates, Inc. | History | No change | 12,157 | 305 | 0.07% | 0.08% | 51 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,036 | 302 | 0.01% | 0.01% | 52 | +398 | 3.42% | Q4 2025 | Feb 09, 2026 |
| Cambridge Financial Group, LLC | History | No change | 9,715 | 244 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 9,230 | 231 | 0.0% | 0.0% | 54 | -7,140 | -43.62% | Q4 2025 | Feb 18, 2026 |
| Opulen Financial Group LLC | History | Added to | 8,850 | 222 | 0.16% | 0.17% | 55 | +68 | 0.77% | Q4 2025 | Feb 10, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 8,370 | 210 | 0.01% | — | 56 | +8,370 | New | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | No change | 7,850 | 197 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 6,047 | 151 | 0.0% | 0.0% | 58 | +20 | 0.33% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | No change | 5,650 | 141 | 0.02% | 0.03% | 59 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,356 | 134 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | No change | 5,086 | 127 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,009 | 125 | 0.0% | 0.0% | 62 | +38 | 0.76% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 2,885 | 72 | 0.0% | 0.0% | 63 | -857 | -22.9% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Added to | 1,809 | 45 | 0.0% | 0.0% | 64 | +4 | 0.22% | Q4 2025 | Feb 11, 2026 |
| NorthAvenue LLC | History | New | 1,451 | 36 | 0.03% | — | 65 | +1,451 | New | Q4 2025 | Apr 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 305 | 7 | 0.0% | 0.0% | 66 | +3 | 0.99% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,847 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -50 | -94.34% | Q4 2025 | Feb 17, 2026 |