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Disclosery

BSMW INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

64 managers (64 13F filers) reported a position in BSMW shares at 2026-03-31, 4,454,351 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
64
13F filers
64
New
6
Added
35
Reduced
12
Sold out
7
Shares held by filers
4,454,351

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY464,271$11.5M<0.01%+25,96313F-HRTimelineGroup
LPL Financial LLC421,922$10.5M<0.01%-15,08213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.238,650$5.93M0.36%+74,26613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN237,129$5.89M<0.01%-3,92713F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp226,065$5.62M0.11%+21,84213F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC212,666$5.29M0.08%+103,65413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/198,668$4.94M<0.01%+62,73913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.169,437$4.21M<0.01%-2,64313F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC161,355$4.01M0.8%+11,64013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC145,942$3.63M<0.01%+7,73713F-HRTimelineGroup
UBS Group AGin group UBS Group AG138,713$3.45M<0.01%+106,24013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC117,176$2.91M<0.01%+52,74213F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co115,584$2.87M0.14%+5,61013F-HRTimelineGroup
MONECO ADVISORS, LLC114,289$2.84M0.22%+20,23713F-HRTimeline
Envision Financial Planning, LLC112,884$2.81M1.02%+5,09713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC108,408$2.69M0.01%+10,36813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC107,600$2.67M0.01%+7,90013F-HRTimelineGroup
HighTower Advisors, LLC106,184$2.64M<0.01%+51,55613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC90,197$2.24M<0.01%+21,82913F-HR/ATimelineGroup
Legacy Private Trust Co.69,770$1.73M0.11%+43,73513F-HRTimeline
Clark Asset Management, LLC69,307$1.72M0.16%+22,11513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65,511$1.63M<0.01%+7,94113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,051$1.44M<0.01%+15,38113F-HRTimelineGroup
Key Financial Inc49,403$1.23M0.22%+10,69513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,742$1.21M<0.01%+17,55613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…45,276$1.12M0.01%+13,76113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,870$1.1M0.01%+2,46613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC41,730$1.04M<0.01%-6,45713F-HRTimeline
VestGen Advisors, LLC39,868$996K0.03%-2,13313F-HRTimeline
FLOW TRADERS U.S. LLC40,005$994K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,221$773K<0.01%+4,50413F-HRTimelineGroup
Marietta Wealth Management, LLC28,600$711K0.08%+30013F-HRTimeline
Integrated Wealth Concepts LLC26,648$662K0.01%+1,54013F-HRTimeline
Sequoia Financial Advisors, LLC24,945$620K<0.01%-6,09513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,827$617K<0.01%-10,42313F-HRTimeline
Addison Advisors LLC22,299$554K0.12%+30413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,687$489K<0.01%-65,76113F-HRTimelineGroup
Summit Trail Advisors, LLC18,573$462K0.01%-13,37113F-HRTimeline
Asset Dedication, LLC18,161$451K0.03%-21,29413F-HRTimeline
Jacobi Capital Management LLC16,886$420K0.02%013F-HRTimeline
Invariant Investment Management16,187$406K0.25%+12713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,014$398K<0.01%-76613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,388$358K<0.01%+1,90413F-HRTimelineGroup
Bill Few Associates, Inc.12,157$302K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,036$299K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC10,027$249K<0.01%+79713F-HRTimeline
Cambridge Financial Group, LLC9,715$241K0.08%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,365$233K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,000$224K0.01%013F-HR/ATimeline
Opulen Financial Group LLC8,920$222K0.16%+7013F-HRTimeline
COOKSON PEIRCE & CO INC8,208$204K0.01%-16213F-HRTimeline
Crews Bank & Trust7,850$195K0.03%013F-HRTimeline
First Command Advisory Services, Inc.6,047$150K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,650$140K0.01%new13F-HRTimelineGroup
Larson Financial Group LLC5,086$126K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC5,049$125K<0.01%+4013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,885$71.7K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,812$45K<0.01%+313F-HRTimelineGroup
NorthAvenue LLC1,451$36.1K0.03%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC940$23.4K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…685$17K<0.01%+38013F-HRTimelineGroup
IFP Advisors, Inc224$5.57K<0.01%new13F-HRTimeline
Root Financial Partners, LLC132$3.28K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC3$64<0.01%013F-HRTimelineGroup