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BSMZ INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

29 managers (29 13F filers) reported a position in BSMZ shares at 2026-03-31, 1,035,116 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
29
13F filers
29
New
10
Added
14
Reduced
4
Sold out
4
Shares held by filers
1,035,116

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
CONFLUENCE INVESTMENT MANAGEMENT LLC223,117$5.61M0.09%new13F-HRTimeline
LPL Financial LLC150,431$3.78M<0.01%+137,88813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp138,398$3.48M0.07%+8,57713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.89,523$2.25M<0.01%-73113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,379$1.14M<0.01%+15,69213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,599$1.02M<0.01%-26,15913F-HRTimelineGroup
HighTower Advisors, LLC40,214$1.01M<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,032$956K<0.01%+13,78613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,670$896K0.01%+4,12613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,870$801K<0.01%+17,90413F-HRTimelineGroup
Key Financial Inc30,535$767K0.14%+6,98513F-HRTimeline
MGO ONE SEVEN LLC21,763$547K0.01%+5,26713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,579$492K<0.01%+16,07913F-HRTimelineGroup
IFP Advisors, Inc18,000$452K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,270$383K<0.01%+3,24513F-HRTimelineGroup
MONECO ADVISORS, LLC13,905$349K0.03%+2,39713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,616$316K<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,400$312K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC11,700$294K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC9,378$236K<0.01%-2,51113F-HRTimeline
COOKSON PEIRCE & CO INC8,275$208K0.01%-47013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,147$205K<0.01%+3,16213F-HRTimelineGroup
Addison Advisors LLC6,254$157K0.03%+1,72913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,545$140K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,950$99.3K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,840$97K<0.01%+1,95013F-HRTimelineGroup
Asset Dedication, LLC298$7.49K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG296$7.44K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC132$3.32K<0.01%new13F-HRTimeline