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Disclosery

BSMW INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

61 managers (61 13F filers) reported a position in BSMW shares at 2025-09-30, 3,254,010 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
61
13F filers
61
New
10
Added
33
Reduced
14
Sold out
2
Shares held by filers
3,254,010

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC442,056$11M<0.01%+44,50713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY317,035$7.92M<0.01%+12,75213F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp295,666$7.38M0.14%+19,50713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN220,985$5.52M<0.01%+5,41113F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.137,173$3.43M0.16%+40,95513F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC136,593$3.41M0.75%+19,45613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/124,001$3.1M<0.01%-13,31113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,933$2.82M<0.01%+11,94313F-HRTimelineGroup
Envision Financial Planning, LLC107,008$2.67M1.13%+51,80713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC83,473$2.08M0.01%+11,65613F-HRTimelineGroup
FLOW TRADERS U.S. LLC79,723$1.99M0.08%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.75,260$1.88M<0.01%+2,64713F-HRTimelineGroup
Elequin Capital, LP71,907$1.8M0.15%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,334$1.76M<0.01%+2,92113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC57,400$1.43M0.01%+32,70013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC52,186$1.3M0.02%-72,16613F-HRTimeline
Integrated Wealth Concepts LLC49,166$1.23M0.01%+17,03413F-HRTimeline
Clark Asset Management, LLC45,515$1.14M0.13%+15,18213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,059$1.05M0.01%+1,89313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,763$918K<0.01%+2,27513F-HRTimelineGroup
Asset Dedication, LLC36,309$907K0.06%+3,96713F-HRTimeline
Key Financial Inc35,108$876K0.16%+50013F-HRTimeline
Sterling Financial Group, Inc.33,863$846K0.27%-20,72113F-HRTimeline
HighTower Advisors, LLC33,006$824K<0.01%+6,94813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co32,817$820K0.05%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC32,189$804K<0.01%+8,10913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,487$786K<0.01%-2,23113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,269$756K<0.01%+11,81413F-HRTimelineGroup
VestGen Advisors, LLC29,657$741K0.02%-1,89213F-HRTimeline
J.W. COLE ADVISORS, INC.26,148$653K0.01%-2,04813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,970$635K<0.01%-14913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,856$621K<0.01%-128,43513F-HRTimelineGroup
Addison Advisors LLC23,595$589K0.14%-1,58513F-HRTimeline
MONECO ADVISORS, LLC23,290$582K0.05%+7,64813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,461$559K<0.01%+9,21013F-HRTimelineGroup
Koss-Olinger Consulting, LLC21,854$535K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,293$507K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG19,795$494K<0.01%+9,00513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.18,891$472K0.02%-1,52613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS16,714$417K<0.01%+6,86513F-HRTimeline
Beacon Pointe Advisors, LLC16,370$409K<0.01%+5,24213F-HRTimeline
Jacobi Capital Management LLC13,986$349K0.02%+2,40013F-HRTimeline
Bill Few Associates, Inc.12,157$304K0.08%-2,06313F-HRTimeline
HARBOUR INVESTMENTS, INC.11,638$291K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,493$287K<0.01%+2,56213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,371$284K<0.01%-7413F-HRTimeline
Cambridge Financial Group, LLC9,715$243K0.08%new13F-HRTimeline
IFG Advisory, LLC9,550$239K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,451$236K<0.01%new13F-HRTimelineGroup
Opulen Financial Group LLC8,782$219K0.17%+7413F-HRTimeline
Crews Bank & Trust7,850$196K0.03%013F-HRTimeline
First Command Advisory Services, Inc.6,027$151K<0.01%+79213F-HRTimeline
ORG Partners LLC5,650$141K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC5,356$134K<0.01%new13F-HRTimeline
Larson Financial Group LLC5,086$127K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC4,971$124K<0.01%+4213F-HRTimeline
COMERICA BANK3,742$93.5K<0.01%-4013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,847$71.1K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,805$45K<0.01%+313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…302$7.55K<0.01%+213F-HRTimelineGroup
FMR LLCin group FMR LLC53$1.31K<0.01%-113F-HRTimelineGroup