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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
47,740
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,042
shares
|
$993,997
0.0% of portfolio
|
Q3 2024
Added 332.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
46,505
shares
|
$982,650
0.01% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
46,179
shares
|
$975,762
0.07% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
45,801
shares
|
$967,775
0.0% of portfolio
|
Q3 2025
Added 69.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
44,636
shares
|
$943,158
0.0% of portfolio
|
Q3 2025
Added 18.8%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
38,687
shares
|
$817,456
0.03% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
36,270
shares
|
$766,385
0.32% of portfolio
|
Q3 2025
Reduced 31.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,978
shares
|
$760,215
0.0% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
34,012
shares
|
$718,673
0.09% of portfolio
|
Q3 2025
Added 39.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,102
shares
|
$678,315
0.0% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
31,345
shares
|
$662,319
0.0% of portfolio
|
Q3 2025
Added 80.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
29,301
shares
|
$619,130
0.0% of portfolio
|
Q3 2025
Added 56.47%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
26,652
shares
|
$563,156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
26,048
shares
|
$550,394
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
26,005
shares
|
$549,485
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
24,841
shares
|
$524,890
0.0% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
24,442
shares
|
$516,459
0.02% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
22,693
shares
|
$479,503
0.02% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
22,290
shares
|
$470,987
0.12% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
21,437
shares
|
$452,963
0.0% of portfolio
|
Q3 2025
Added 46.39%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
19,704
shares
|
$416,345
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,029
shares
|
$380,952
0.0% of portfolio
|
Q3 2025
Reduced 80.58%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
16,505
shares
|
$348,750
0.02% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
15,850
shares
|
$334,910
0.0% of portfolio
|
Q2 2025
Added 76.34%
|
|