Invesco Exchange-Traded Self-Indexed Fund Trust - BSSX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 291,269 | 7,516 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 233,605 | 6,028 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 197,195 | 5,088 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 210,029 | 5,056 | 0.08% | 0.09% | 4 | -10,370 | -4.71% | Q3 2026 | Oct 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 168,398 | 4,345 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 156,010 | 4,025 | 0.67% | 0.67% | 6 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 152,003 | 3,922 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 134,180 | 3,462 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hills Bank & Trust Co | History | No change | 133,998 | 3,457 | 0.15% | 0.15% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Private Trust Co. | History | No change | 112,436 | 2,901 | 0.16% | 0.16% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Envision Financial Planning, LLC | History | No change | 108,391 | 2,797 | 0.91% | 0.91% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 101,789 | 2,626 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Invesco Ltd. | History | No change | 90,969 | 2,347 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 90,685 | 2,340 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Asset Management, LLC | History | No change | 51,238 | 1,322 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 50,877 | 1,312 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 50,600 | 1,305 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 47,579 | 1,228 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 47,011 | 1,213 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Key FInancial Inc | History | No change | 45,809 | 1,182 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 44,721 | 1,154 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 38,870 | 1,003 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 38,739 | 999 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 38,173 | 985 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | No change | 36,200 | 934 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 27,155 | 700 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 25,250 | 641 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IMA Advisory Services, Inc. | History | No change | 24,672 | 636 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | No change | 22,950 | 590 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 22,693 | 584 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 21,841 | 563 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 20,701 | 533 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 19,697 | 508 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 17,310 | 446 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 16,690 | 430 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 16,684 | 430 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 15,738 | 406 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tassel Capital Management, Inc. | History | No change | 15,372 | 396 | 0.19% | 0.19% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 14,784 | 381 | 0.27% | 0.27% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,641 | 377 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,212 | 340 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,000 | 335 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,428 | 320 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,344 | 318 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Asset Dedication, LLC | History | No change | 12,284 | 316 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bill Few Associates, Inc. | History | No change | 11,919 | 307 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Addison Advisors LLC | History | No change | 11,565 | 298 | 0.14% | 0.14% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crews Bank & Trust | History | No change | 10,775 | 278 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,984 | 257 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opulen Financial Group LLC | History | No change | 9,736 | 251 | 0.16% | 0.16% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 9,238 | 238 | 0.22% | 0.22% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 8,437 | 217 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DWM Financial Group, Inc. | History | No change | 8,268 | 213 | 0.19% | 0.19% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 8,223 | 212 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 8,000 | 206 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,757 | 200 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 7,700 | 198 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Larson Financial Group LLC | History | No change | 4,922 | 127 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 4,000 | 103 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,820 | 72 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 2,085 | 53 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 51 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,951 | 50 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NorthAvenue LLC | History | No change | 1,482 | 38 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 400 | 10 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 240 | 6 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 228 | 5 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |