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Disclosery

BSMW INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

67 managers (67 13F filers) reported a position in BSMW shares at 2025-12-31, 3,995,607 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
67
13F filers
67
New
6
Added
39
Reduced
12
Sold out
1
Shares held by filers
3,995,607

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY438,308$11M<0.01%+121,27313F-HR/ATimelineGroup
LPL Financial LLC437,004$11M<0.01%-5,05213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN241,056$6.05M<0.01%+20,07113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp204,223$5.13M0.1%-91,44313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.172,080$4.32M<0.01%+96,82013F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.164,384$4.13M0.2%+27,21113F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC149,715$3.76M0.79%+13,12213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC138,205$3.47M<0.01%+25,27213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/135,929$3.41M<0.01%+11,92813F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co109,974$2.76M0.16%+77,15713F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC109,012$2.74M0.04%+56,82613F-HRTimeline
Envision Financial Planning, LLC107,787$2.71M1.02%+77913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC99,700$2.5M0.01%+42,30013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC98,040$2.46M0.01%+14,56713F-HRTimelineGroup
MONECO ADVISORS, LLC94,052$2.36M0.19%+70,76213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC85,448$2.15M<0.01%+60,59213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,368$1.72M<0.01%-1,96613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC64,434$1.62M<0.01%+32,94713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…57,570$1.45M<0.01%+27,30113F-HR/ATimelineGroup
HighTower Advisors, LLC54,628$1.37M<0.01%+21,62213F-HRTimeline
MML INVESTORS SERVICES, LLC48,187$1.21M<0.01%+36,81613F-HRTimeline
Clark Asset Management, LLC47,192$1.18M0.12%+1,67713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,670$1.07M<0.01%+5,90713F-HRTimelineGroup
VestGen Advisors, LLC42,001$1.05M0.04%+12,34413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,404$1.04M0.01%-65513F-HRTimelineGroup
FLOW TRADERS U.S. LLC40,005$1M0.03%-39,71813F-HRTimeline
Asset Dedication, LLC39,455$991K0.07%+3,14613F-HRTimeline
Key Financial Inc38,708$972K0.18%+3,60013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,250$885K<0.01%+3,06113F-HRTimeline
Elequin Capital, LP34,885$876K0.11%-37,02213F-HRTimeline
UBS Group AGin group UBS Group AG32,473$815K<0.01%+12,67813F-HRTimelineGroup
Summit Trail Advisors, LLC31,944$802K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,515$791K<0.01%+22,06413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,186$783K<0.01%+5,21613F-HRTimelineGroup
Sequoia Financial Advisors, LLC31,040$779K<0.01%new13F-HRTimeline
Marietta Wealth Management, LLC28,300$711K0.08%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,717$671K<0.01%+4,25613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.26,210$658K0.02%+6213F-HRTimeline
Legacy Private Trust Co.26,035$654K0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC25,108$630K0.01%-24,05813F-HRTimeline
Addison Advisors LLC21,995$552K0.12%-1,60013F-HRTimeline
Koss-Olinger Consulting, LLC21,854$549K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,293$510K<0.01%013F-HRTimelineGroup
Jacobi Capital Management LLC16,886$424K0.02%+2,90013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,780$421K<0.01%+6613F-HRTimeline
Invariant Investment Management16,060$406K0.26%13F-HRTimeline
IFG Advisory, LLC15,121$380K0.02%+5,57113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,123$330K0.01%-5,76813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,484$313K<0.01%+99113F-HRTimelineGroup
Bill Few Associates, Inc.12,157$305K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,036$302K0.01%+39813F-HRTimeline
Cambridge Financial Group, LLC9,715$244K0.08%013F-HRTimeline
Beacon Pointe Advisors, LLC9,230$232K<0.01%-7,14013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,000$226K0.01%new13F-HRTimeline
Opulen Financial Group LLC8,850$222K0.16%+6813F-HRTimeline
COOKSON PEIRCE & CO INC8,370$210K0.01%new13F-HRTimeline
Crews Bank & Trust7,850$197K0.03%013F-HRTimeline
First Command Advisory Services, Inc.6,047$152K<0.01%+2013F-HRTimeline
ORG Partners LLC5,650$142K0.02%013F-HRTimeline
Farther Finance Advisors, LLC5,356$134K<0.01%013F-HRTimeline
Larson Financial Group LLC5,086$128K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC5,009$126K<0.01%+3813F-HRTimeline
COMERICA BANK2,885$72.4K<0.01%-85713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,809$45K<0.01%+413F-HR/ATimelineGroup
NorthAvenue LLC1,451$36.4K0.03%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…305$7.65K<0.01%+313F-HRTimelineGroup
FMR LLCin group FMR LLC3$65<0.01%-5013F-HRTimelineGroup