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 255 institutions that hold shares in the stock, with a total of 99.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
913,841
shares
|
$15.4 Million
0.03% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
900,434
shares
|
$15.2 Million
6.67% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
896,805
shares
|
$15.1 Million
0.2% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
891,356
shares
|
$15 Million
2.22% of portfolio
|
Q3 2025
Added 32.82%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
791,757
shares
|
$13.4 Million
1.56% of portfolio
|
Q3 2025
Added 28.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
790,890
shares
|
$13.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
787,338
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
599,045
shares
|
$10.1 Million
0.44% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
541,911
shares
|
$9.14 Million
0.03% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
522,411
shares
|
$8.81 Million
2.73% of portfolio
|
Q3 2025
New holding
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
518,656
shares
|
$8.75 Million
3.05% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
508,038
shares
|
$8.57 Million
0.03% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
505,776
shares
|
$8.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
502,991
shares
|
$8.49 Million
0.58% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
499,828
shares
|
$8.43 Million
0.01% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
481,139
shares
|
$8.12 Million
2.0% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
466,808
shares
|
$7.88 Million
0.14% of portfolio
|
Q3 2025
Added 25.94%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
444,671
shares
|
$7.5 Million
2.79% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
437,136
shares
|
$7.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.05%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
423,561
shares
|
$7.15 Million
0.25% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
402,780
shares
|
$6.79 Million
0.89% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 23, 2025 Q3 2025 |
381,431
shares
|
$6.43 Million
6.58% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
355,360
shares
|
$5.99 Million
0.12% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
346,069
shares
|
$5.84 Million
2.54% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
342,171
shares
|
$5.77 Million
0.12% of portfolio
|
Q3 2025
Added 18.96%
|
|