Institutional Ownership Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
186,590
shares
|
$3.15 Million
2.45% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
181,185
shares
|
$3.06 Million
0.06% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
172,650
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Added 116.27%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
169,725
shares
|
$2.86 Million
2.17% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
169,143
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
158,034
shares
|
$2.67 Million
0.09% of portfolio
|
Q4 2025
Added 28.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
157,712
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2025
Added 27.7%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
157,631
shares
|
$2.66 Million
0.37% of portfolio
|
Q3 2025
Added 49.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
149,911
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
149,574
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 73.34%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
143,946
shares
|
$2.43 Million
1.66% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
133,877
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
117,156
shares
|
$1.98 Million
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
115,731
shares
|
$1.95 Million
1.0% of portfolio
|
Q4 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
113,656
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
107,300
shares
|
$1.81 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
106,578
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
103,829
shares
|
$1.75 Million
0.26% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jan 20, 2026 Q4 2025 |
96,815
shares
|
$1.63 Million
1.36% of portfolio
|
Q4 2025
Added 7.99%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
94,289
shares
|
$1.59 Million
0.2% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
91,839
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2025
Added 43.75%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
91,653
shares
|
$1.55 Million
0.4% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
91,565
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
91,094
shares
|
$1.54 Million
0.27% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
89,046
shares
|
$1.5 Million
0.42% of portfolio
|
Q4 2025
Added 6.74%
|
|