Institutional Ownership Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 4.38 Million shares, which have been reported (via 13F filing form) to have a value of $92.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
381,042
shares
|
$8.05 Million
0.0% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
275,370
shares
|
$5.82 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
188,060
shares
|
$3.97 Million
1.22% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
180,310
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
178,091
shares
|
$3.76 Million
0.82% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
177,780
shares
|
$3.76 Million
0.07% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
176,900
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2025
Added 104.51%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
174,296
shares
|
$3.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
147,354
shares
|
$3.11 Million
0.11% of portfolio
|
Q3 2025
Added 25.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
146,407
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
143,272
shares
|
$3.03 Million
0.0% of portfolio
|
Q3 2025
Added 35.66%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
143,222
shares
|
$3.03 Million
0.0% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
133,904
shares
|
$2.83 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
128,922
shares
|
$2.72 Million
0.17% of portfolio
|
Q3 2025
Added 155.24%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
121,289
shares
|
$2.56 Million
0.48% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
108,991
shares
|
$2.3 Million
0.2% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
105,836
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
104,308
shares
|
$2.2 Million
0.93% of portfolio
|
Q3 2025
Added 105.56%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
89,999
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
69,853
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
66,481
shares
|
$1.4 Million
0.16% of portfolio
|
Q3 2025
Added 37.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
59,146
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 53.43%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
53,461
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
50,658
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 22.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
50,605
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 3.86%
|
|