Invesco Exchange-Traded Self-Indexed Fund Trust - BSMY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | No change | 280,417 | 6,912 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 279,144 | 6,881 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BCS Wealth Management | History | No change | 234,983 | 5,792 | 1.04% | 1.04% | 3 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 248,144 | 5,637 | 0.09% | 0.12% | 4 | -55,321 | -18.23% | Q3 2026 | Oct 01, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 192,723 | 4,750 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 140,228 | 3,456 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hills Bank & Trust Co | History | No change | 134,061 | 3,304 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 124,044 | 3,057 | 2.16% | 2.16% | 8 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 122,603 | 3,022 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envision Financial Planning, LLC | History | No change | 122,522 | 3,020 | 0.98% | 0.98% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 121,349 | 2,991 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 102,325 | 2,522 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Invesco Ltd. | History | No change | 96,218 | 2,371 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 81,720 | 2,014 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | No change | 55,820 | 1,376 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | No change | 51,523 | 1,270 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 50,886 | 1,254 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 48,934 | 1,206 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 46,519 | 1,146 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Elequin Capital, LP | History | No change | 42,043 | 1,036 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 39,382 | 970 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Key FInancial Inc | History | No change | 35,620 | 878 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jacobi Capital Management LLC | History | No change | 34,950 | 861 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 34,174 | 842 | 0.14% | 0.14% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 29,658 | 731 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 26,941 | 664 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wedmont Private Capital | History | No change | 24,360 | 598 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 24,212 | 596 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 22,547 | 555 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 17,512 | 430 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DWM Financial Group, Inc. | History | No change | 17,294 | 425 | 0.38% | 0.38% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tassel Capital Management, Inc. | History | No change | 16,697 | 411 | 0.19% | 0.19% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,633 | 403 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 16,008 | 393 | 0.14% | 0.14% | 34 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,182 | 374 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,783 | 364 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 14,263 | 351 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 14,061 | 346 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Addison Advisors LLC | History | No change | 13,955 | 344 | 0.16% | 0.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,100 | 322 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,878 | 317 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,860 | 317 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 12,649 | 311 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bill Few Associates, Inc. | History | No change | 9,420 | 232 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 9,169 | 226 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,863 | 218 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 8,688 | 214 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,400 | 157 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 4,662 | 114 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 3,950 | 97 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,777 | 43 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,654 | 40 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 596 | 14 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |