Invesco Exchange-Traded Self-Indexed Fund Trust - BSMW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 516,887 | 12,994 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 458,971 | 11,538 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 281,549 | 7,078 | 0.39% | 0.39% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 279,328 | 7,022 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 274,117 | 6,891 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 233,494 | 5,870 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 228,408 | 5,742 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 190,633 | 4,500 | 0.08% | 0.08% | 8 | -6,620 | -3.36% | Q3 2026 | Oct 01, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 173,161 | 4,353 | 0.72% | 0.72% | 9 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Invesco Ltd. | History | No change | 172,867 | 4,345 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 157,369 | 3,956 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 153,350 | 3,855 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hills Bank & Trust Co | History | No change | 143,604 | 3,610 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 125,681 | 3,159 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MONECO ADVISORS, LLC | History | No change | 120,153 | 3,020 | 0.18% | 0.18% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envision Financial Planning, LLC | History | No change | 120,053 | 3,018 | 0.98% | 0.98% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Private Trust Co. | History | No change | 115,658 | 2,907 | 0.16% | 0.16% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 109,126 | 2,743 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 107,760 | 2,709 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 96,848 | 2,434 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clark Asset Management, LLC | History | No change | 88,780 | 2,231 | 0.18% | 0.18% | 21 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 80,257 | 2,017 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 63,386 | 1,593 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 54,685 | 1,374 | 0.23% | 0.23% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 50,527 | 1,268 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 48,863 | 1,228 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 48,765 | 1,223 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 48,590 | 1,221 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 41,904 | 1,053 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Jacobi Capital Management LLC | History | No change | 39,186 | 985 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 30,147 | 757 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| VestGen Advisors, LLC | History | No change | 28,667 | 720 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marietta Wealth Management, LLC | History | No change | 28,600 | 719 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wedmont Private Capital | History | No change | 27,948 | 701 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 25,938 | 644 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 24,945 | 627 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 24,936 | 626 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 24,905 | 626 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | No change | 24,865 | 625 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,690 | 620 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 20,740 | 521 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 20,238 | 508 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 19,300 | 485 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,310 | 435 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 16,894 | 425 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 16,440 | 413 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invariant Investment Management | History | No change | 16,316 | 410 | 0.24% | 0.24% | 47 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,730 | 320 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bill Few Associates, Inc. | History | No change | 12,157 | 305 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Addison Advisors LLC | History | No change | 12,085 | 303 | 0.14% | 0.14% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,036 | 302 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 11,365 | 285 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crews Bank & Trust | History | No change | 11,040 | 277 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 10,279 | 258 | 0.12% | 0.12% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,027 | 252 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Baird Financial Group, Inc. | History | No change | 9,175 | 230 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 9,000 | 226 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Opulen Financial Group LLC | History | No change | 8,992 | 226 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 8,720 | 219 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 5,086 | 127 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,527 | 113 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 4,000 | 100 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,917 | 73 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,885 | 72 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 2,150 | 54 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,009 | 50 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 1,815 | 46 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,450 | 36 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NorthAvenue LLC | History | No change | 1,451 | 36 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 940 | 23 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FMR LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |