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Disclosery

BSMW INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

68 managers (69 13F filers) reported a position in BSMW shares at 2026-06-30, 5,151,784 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
68
13F filers
69
New
11
Added
37
Reduced
10
Sold out
6
Shares held by filers
5,151,784

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY516,887$13M<0.01%+52,61613F-HRTimelineGroup
LPL Financial LLC458,971$11.5M<0.01%+37,04913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.281,549$7.08M0.39%+42,89913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC279,328$7.02M0.03%+171,72813F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp274,117$6.89M0.12%+48,05213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN233,494$5.87M<0.01%-3,63513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/228,408$5.74M<0.01%+29,74013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC197,253$4.96M0.08%-15,41313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC173,161$4.35M0.72%+11,80613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.172,867$4.35M<0.01%+3,43013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC157,369$3.96M<0.01%+11,42713F-HRTimelineGroup
UBS Group AGin group UBS Group AG153,350$3.86M<0.01%+14,63713F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co143,604$3.61M0.15%+28,02013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC125,681$3.16M<0.01%+8,50513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding121,856$3.06M+13,448Timeline
MONECO ADVISORS, LLC120,153$3.02M0.18%+5,86413F-HRTimeline
Envision Financial Planning, LLC120,053$3.02M0.98%+7,16913F-HRTimeline
Legacy Private Trust Co.115,658$2.91M0.16%+45,88813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC107,760$2.71M<0.01%+17,56313F-HRTimelineGroup
HighTower Advisors, LLC96,848$2.43M<0.01%-9,33613F-HRTimeline
Clark Asset Management, LLC88,780$2.23M0.18%+19,47313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…80,257$2.02M<0.01%+14,74613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,386$1.59M<0.01%+14,64413F-HRTimelineGroup
Key Financial Inc54,685$1.37M0.23%+5,28213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,527$1.27M<0.01%+19,30613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,863$1.23M<0.01%-9,18813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…48,765$1.22M0.01%+3,48913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC48,590$1.22M<0.01%+6,86013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,904$1.05M0.01%-1,96613F-HRTimelineGroup
Jacobi Capital Management LLC39,186$985K0.05%+22,30013F-HRTimeline
Integrated Wealth Concepts LLC36,848$926K<0.01%+10,20013F-HRTimeline
VestGen Advisors, LLC28,667$721K0.02%-11,20113F-HRTimeline
Marietta Wealth Management, LLC28,600$719K0.07%013F-HRTimeline
Wedmont Private Capital27,948$701K0.02%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC25,938$645K0.03%new13F-HRTimeline
Sequoia Financial Advisors, LLC24,945$627K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,905$626K<0.01%+7813F-HRTimeline
IFG Advisory, LLC24,865$625K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,690$621K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC20,740$521K0.03%+2,57913F-HRTimeline
J.W. COLE ADVISORS, INC.20,238$509K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,300$485K<0.01%-38713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS17,310$435K<0.01%+1,29613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,894$425K<0.01%+2,50613F-HRTimelineGroup
Cetera Investment Advisers16,440$413K<0.01%new13F-HRTimeline
Invariant Investment Management16,316$411K0.24%+12913F-HRTimeline
Bill Few Associates, Inc.12,157$306K0.07%013F-HRTimeline
Addison Advisors LLC12,085$304K0.14%-10,21413F-HRTimeline
HARBOUR INVESTMENTS, INC.12,036$303K<0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,365$286K0.01%+2,00013F-HRTimeline
Crews Bank & Trust11,040$278K0.04%+3,19013F-HRTimeline
Beacon Pointe Advisors, LLC10,027$252K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,175$231K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,000$226K<0.01%013F-HRTimeline
Opulen Financial Group LLC8,992$226K0.14%+7213F-HRTimeline
COOKSON PEIRCE & CO INC8,720$219K0.01%+51213F-HRTimeline
Larson Financial Group LLC5,086$128K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC4,527$114K<0.01%-52213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,000$101K0.01%new13F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,917$73.3K<0.01%+2,23213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,885$72.5K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.2,150$54.1K<0.01%-3,89713F-HRTimeline
Plante Moran Financial Advisors, LLC2,009$50.5K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,815$46K<0.01%+313F-HRTimelineGroup
NorthAvenue LLC1,451$36.5K0.03%013F-HRTimeline
PRIVATE TRUST CO NA1,450$36.5K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC940$23.6K0.01%013F-HRTimeline
FMR LLCin group FMR LLC3$65<0.01%013F-HRTimelineGroup