Vault-13

INVESCO EXCH TRD SLF IDX FD BSCU

INVSCO 30 CORP · ETP · CUSIP 46138J460

300 institutional holders +24 vs Q4 2025
121,763,925121.8m shares reported held*
$2.0bnreported value*
37 new 186 added 37 reduced 12 sold out net bought ≈ $172.8m (+10.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.74.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 31Q4 22: 50Q1 23: 55Q2 23: 67Q3 23: 74Q4 23: 103Q1 24: 115Q2 24: 143Q3 24: 163Q4 24: 202Q1 25: 205Q2 25: 218Q3 25: 237Q4 25: 276Q1 26: 300300Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202231
Q4 202250
Q1 202355
Q2 202367
Q3 202374
Q4 2023103
Q1 2024115
Q2 2024143
Q3 2024163
Q4 2024202
Q1 2025205
Q2 2025218
Q3 2025237
Q4 2025276
Q1 2026300

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 113 bought or addedQ2 24: 18 cut or sold outQ3 24: 124 bought or addedQ3 24: 25 cut or sold outQ3 24Q4 24: 141 bought or addedQ4 24: 32 cut or sold outQ1 25: 145 bought or addedQ1 25: 50 cut or sold outQ1 25Q2 25: 145 bought or addedQ2 25: 49 cut or sold outQ3 25: 170 bought or addedQ3 25: 42 cut or sold outQ3 25Q4 25: 199 bought or addedQ4 25: 50 cut or sold outQ1 26: 223 bought or addedQ1 26: 49 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202411318
Q3 202412425
Q4 202414132
Q1 202514550
Q2 202514549
Q3 202517042
Q4 202519950
Q1 202622349

Biggest buyers

MORGAN STANLEY Added +1,089,332+1.1m
CVFG LLC New +670,503+670.5k
&PARTNERS Added +628,768+628.8k
Lido Advisors, LLC Added +587,893+587.9k
Independent Advisor Alliance New +509,239+509.2k
WELLS FARGO & COMPANY/MN Added +470,325+470.3k
NewEdge Advisors, LLC Added +369,943+369.9k
CITADEL ADVISORS LLC New +362,811+362.8k
Gladstone Institutional Advisory LLC New +286,629+286.6k
BANK OF AMERICA CORP /DE/ Added +286,582+286.6k

Biggest sellers

Motley Fool Wealth Management, LLC Reduced -341,157-341.2k
BCS Wealth Management Reduced -275,570-275.6k
Legacy CG, LLC Sold out -236,454-236.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -109,428-109.4k
HighPoint Advisor Group LLC Reduced -107,540-107.5k
CWM, LLC Reduced -97,794-97.8k
Tradewinds Capital Management, LLC Reduced -65,094-65.1k
FIRST NATIONAL BANK OF OMAHA Reduced -47,965-48.0k
MML INVESTORS SERVICES, LLC Reduced -42,526-42.5k
XY Planning Network, Inc. Reduced -37,101-37.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 10,688,30810.7m $178.7m $178.7m 0.01% Added +1.1m +1,089,332
2 Aptus Capital Advisors, LLC 1.30% of their portfolio FAIRHOPE, AL 9,225,2949.2m $154.2m $154.2m 1.30% Added +165.3k +165,251
3 Lido Advisors, LLC 0.55% of their portfolio Los Angeles, CA 8,438,0158.4m $141.1m $141.1m 0.55% Added +587.9k +587,893
4 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 5,147,8475.1m $86.1m $86.1m 0.03% Added +100.6k +100,600
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 5,124,8485.1m $85.7m $85.7m 0.02% Added +56.8k +56,835
6 TruWealth Advisors, LLC 3.76% of their portfolio Metairie, LA 4,680,4084.7m $78.3m $78.3m 3.76% Added +131.6k +131,629
7 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 4,405,1364.4m $73.6m $73.6m 0.01% Added +171.2k +171,173
8 Clearstead Advisors, LLC 0.58% of their portfolio CLEVELAND, OH 3,820,5403.8m $63.9m $63.9m 0.58% Added +240.0k +239,954
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 3,254,5713.3m $54.4m $54.4m 0.01% Added +470.3k +470,325
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,780,6912.8m $46.5m $46.5m 0.00% Added +286.6k +286,582
11 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,639,6652.6m $44.1m $44.1m 0.01% Added +137.0k +137,041
12 Hills Bank & Trust Co 2.12% of their portfolio North Liberty, IA 2,621,2072.6m $43.8m $43.8m 2.12% Added +135.5k +135,509
13 Atlantic Union Bankshares Corp 0.84% of their portfolio GLEN ALLEN, VA 2,608,7542.6m $43.6m $43.6m 0.84% Added +215.7k +215,735
14 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,216,7572.2m $37.1m $37.1m 0.01% Added +158.0k +157,979
15 HENGEHOLD CAPITAL MANAGEMENT LLC 3.15% of their portfolio CINCINNATI, OH 2,156,0892.2m $36.0m $36.0m 3.15% Added +48.9k +48,910
16 &PARTNERS 0.16% of their portfolio NASHVILLE, TN 1,912,5121.9m $31.9m $31.9m 0.16% Added +628.8k +628,768
17 Brookstone Capital Management 0.36% of their portfolio WHEATON, IL 1,903,8761.9m $31.8m $31.8m 0.36% Added +34.2k +34,230
18 TLWM 5.44% of their portfolio SAN ANTONIO, TX 1,805,6631.8m $30.2m $30.2m 5.44% Added +148.4k +148,434
19 MAI Capital Management 0.16% of their portfolio INDEPENDENCE, OH 1,673,1961.7m $28.0m $28.0m 0.16% Added +173.8k +173,847
20 IMA Advisory Services, Inc. 2.36% of their portfolio DENVER, CO 1,448,5721.4m $24.2m $24.2m 2.36% Added +32.4k +32,386
21 MONECO ADVISORS, LLC 1.84% of their portfolio FAIRFIELD, CT 1,420,9951.4m $23.8m $23.8m 1.84% Added +69.9k +69,903
22 Capital Investment Counsel, LLC 2.68% of their portfolio DENVER, CO 1,168,9921.2m $19.5m $19.5m 2.68% Added +131.0k +131,020
23 Clark Asset Management, LLC 1.82% of their portfolio STRATHAM, NH 1,157,7361.2m $19.4m $19.4m 1.82% Added +206.1k +206,125
24 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,138,6221.1m $19.0m $19.0m 0.01% Added +153.1k +153,134
25 Motley Fool Wealth Management, LLC 1.98% of their portfolio ALEXANDRIA, VA 1,049,3831.0m $17.5m $17.5m 1.98% Reduced -341.2k -341,157
26 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 999,401999.4k $16.7m $16.7m 0.03% Added +40.0k +39,973
27 FORONJY FINANCIAL LLC 6.70% of their portfolio Los Osos, CA 963,719963.7k $16.1m $16.1m 6.70% Added +21.2k +21,229
28 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 959,962960.0k $16.0m $16.0m 0.02% Added +21.3k +21,284
29 Advisors Capital Management, LLC 0.19% of their portfolio RIDGEWOOD, NJ 955,693955.7k $16.0m $16.0m 0.19% Added +6.7k +6,720
30 DAVIS R M INC 0.24% of their portfolio PORTLAND, ME 808,747808.7k $13.5m $13.5m 0.24% Added +78.4k +78,419
31 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 763,061763.1k $12.8m $12.8m 0.02% Added +71.0k +71,018
32 Asset Dedication, LLC 0.84% of their portfolio SAN FRANCISCO, CA 717,414717.4k $12.0m $12.0m 0.84% Added +71.4k +71,448
33 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 692,248692.2k $11.6m $11.6m 0.03% Added +33.6k +33,596
34 KIRR MARBACH & CO LLC /IN/ 2.10% of their portfolio COLUMBUS, IN 689,400689.4k $11.5m $11.5m 2.10% Added +35.9k +35,863
35 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 683,399683.4k $11.4m $11.4m 0.03% Reduced -42.5k -42,526
36 CVFG LLC 1.39% of their portfolio SHELBYVILLE, IN 670,503670.5k $11.2m $11.2m 1.39% New
37 CWM, LLC 0.03% of their portfolio OMAHA, NE 661,157661.2k $11.1m $11.1m 0.03% Reduced -97.8k -97,794
38 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 648,957649.0k $10.8m $10.8m 0.03% Added +152.7k +152,656
39 COOKSON PEIRCE & CO INC 0.46% of their portfolio PITTSBURGH, PA 646,116646.1k $10.8m $10.8m 0.46% Added +9.5k +9,536
40 CENTRAL VALLEY ADVISORS, LLC 2.91% of their portfolio SACRAMENTO, CA 637,269637.3k $10.7m $10.7m 2.91% Added +84.2k +84,244
41 Goepper Burkhardt LLC 3.45% of their portfolio GREENVILLE, SC 617,619617.6k $10.3m $10.3m 3.45% Added +34.3k +34,301
42 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 571,449571.4k $9.6m $9.6m 0.03% Added +369.9k +369,943
43 Cornerstone Planning, LLC 2.14% of their portfolio CHARLOTTE, NC 567,021567.0k $9.5m $9.5m 2.14% Added +140.2k +140,216
44 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 551,941551.9k $9.2m $9.2m 0.00% Added +118.6k +118,553
45 Independent Advisor Alliance 0.09% of their portfolio CHARLOTTE, NC 509,239509.2k $8.5m $8.5m 0.09% New
46 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 508,021508.0k $8.5m $8.5m 0.00% Added +156.4k +156,378
47 AMJ Financial Wealth Management 1.94% of their portfolio LEESBURG, VA 489,231489.2k $8.2m $8.2m 1.94% Reduced -97 -97
48 VISTA INVESTMENT MANAGEMENT 2.69% of their portfolio PITTSBURGH, PA 479,552479.6k $8.0m $8.0m 2.69% Added +9.1k +9,130
49 HUB Investment Partners, LLC 0.20% of their portfolio AUSTIN, TX 478,616478.6k $8.0m $8.0m 0.20% Added +23.5k +23,453
50 VAUGHAN DAVID INVESTMENTS LLC/IL 0.16% of their portfolio PEORIA, IL 466,464466.5k $7.8m $7.8m 0.16% Added +48.3k +48,312
51 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 457,911457.9k $7.7m $7.7m 0.03% Added +14.2k +14,169
52 GPM Growth Investors, Inc. 3.21% of their portfolio BLOOMFIELD HILLS, MI 457,241457.2k $7.6m $7.6m 3.21% Added +16.3k +16,302
53 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 453,873453.9k $7.6m $7.6m 0.04% Added +31.7k +31,652
54 Marietta Wealth Management, LLC 0.89% of their portfolio MARIETTA, GA 446,909446.9k $7.5m $7.5m 0.89% Added +23.6k +23,575
55 Decker Wealth Management LLC 1.63% of their portfolio NASHVILLE, TN 430,184430.2k $7.2m $7.2m 1.63% Added +23.5k +23,460
56 Modern Wealth Management, LLC 0.11% of their portfolio KANSAS CITY, MO 374,410374.4k $6.3m $6.3m 0.11% Reduced -2.5k -2,515
57 ProVise Management Group, LLC 0.45% of their portfolio CLEARWATER, FL 374,385374.4k $6.3m $6.3m 0.45% Added +146.8k +146,820
58 Waycross Investment Management Co 5.88% of their portfolio BELLINGHAM, WA 368,183368.2k $6.2m $6.2m 5.88% Reduced -13.1k -13,109
59 Wilkins Miller Wealth Management, LLC 3.71% of their portfolio MOBILE, AL 366,781366.8k $6.1m $6.1m 3.71% Added +23.8k +23,845
60 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 366,431366.4k $6.1m $6.1m 0.01% Added +109.0k +108,952
61 Colonial Trust Advisors 0.47% of their portfolio SPARTANBURG, SC 363,052363.1k $6.1m $6.1m 0.47% Added +40.0k +40,037
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 362,811362.8k $6.1m $6.1m 0.00% New
63 Addison Advisors LLC 1.31% of their portfolio MIDDLEBURY, VT 354,188354.2k $5.9m $5.9m 1.31% Added +23.5k +23,517
64 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.77% of their portfolio MINNEAPOLIS, MN 350,831350.8k $5.9m $5.9m 0.77% Added +98.2k +98,155
65 MORTON COMMUNITY BANK 1.18% of their portfolio EAST PEORIA, IL 324,935324.9k $5.4m $5.4m 1.18% Added +7.2k +7,245
66 STEPHENS INC /AR/ 0.07% of their portfolio LITTLE ROCK, AR 313,580313.6k $5.2m $5.2m 0.07% Added +12.8k +12,834
67 Ledgewood Wealth Advisors, LLC 2.73% of their portfolio EXETER, NH 289,718289.7k $4.8m $4.8m 2.73% Added +36.1k +36,055
68 Gladstone Institutional Advisory LLC 0.18% of their portfolio Bedminster, NJ 286,629286.6k $4.8m $4.8m 0.18% New
69 Carroll Advisory Group, LLC 1.86% of their portfolio TEXARKANA, TX 286,149286.1k $4.8m $4.8m 1.86% Added +75.1k +75,111
70 BCS Wealth Management 0.95% of their portfolio JOHNSON CITY, TN 279,332279.3k $4.7m $4.7m 0.95% Reduced -275.6k -275,570
71 Straight Path Wealth Management 1.21% of their portfolio Jenison, MI 271,731271.7k $4.5m $4.5m 1.21% Added +13.0k +12,969
72 NorthAvenue LLC 3.58% of their portfolio COLUMBUS, OH 269,116269.1k $4.5m $4.5m 3.58% Added +7.9k +7,852
73 HighPoint Advisor Group LLC 0.18% of their portfolio DOWNERS GROVE, IL 258,427258.4k $4.3m $4.3m 0.18% Reduced -107.5k -107,540
74 SFE Investment Counsel 0.69% of their portfolio LOS ANGELES, CA 257,115257.1k $4.3m $4.3m 0.69% Added +22.2k +22,171
75 HOWARD WEALTH MANAGEMENT, LLC 1.79% of their portfolio Madison, CT 254,823254.8k $4.3m $4.3m 1.79% Added +15.0k +15,027
76 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 249,359249.4k $4.2m $4.2m 0.01% Added +46.4k +46,447
77 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 248,943248.9k $4.2m $4.2m 0.05% Added +9.1k +9,140
78 Souders Financial Advisors 0.46% of their portfolio CINCINNATI, OH 243,575243.6k $4.1m $4.1m 0.46% Added +7.8k +7,801
79 Carnegie Investment Counsel 0.08% of their portfolio PEPPER PIKE, OH 241,190241.2k $4.0m $4.0m 0.08% Added +63.6k +63,589
80 Geneos Wealth Management Inc. 0.09% of their portfolio ENGLEWOOD, CO 234,725234.7k $3.9m $3.9m 0.09% Added +11.9k +11,859
81 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 233,812233.8k $3.9m $3.9m 0.00% Added +17.8k +17,776
82 Horizons Wealth Management 2.58% of their portfolio ASHEVILLE, NC 231,938231.9k $3.9m $3.9m 2.58% Reduced -1.1k -1,076
83 Coastline Complete Wealth LLC 2.40% of their portfolio BLUFFTON, SC 231,668231.7k $3.9m $3.9m 2.40% Added +37.9k +37,920
84 Farnam Financial LLC 3.15% of their portfolio PHOENIX, AZ 228,922228.9k $3.8m $3.8m 3.15% Added +14.6k +14,550
85 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 208,992209.0k $3.5m $3.5m 0.00% Reduced -20.7k -20,664
86 Opulen Financial Group LLC 2.43% of their portfolio ARLINGTON, VA 206,535206.5k $3.5m $3.5m 2.43% Added +20.9k +20,909
87 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 204,998205.0k $3.4m $3.4m 0.01% Added +36.1k +36,053
88 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 202,657202.7k $3.4m $3.4m 0.00% New
89 Colonial Trust Co / SC 0.46% of their portfolio SPARTANBURG, SC 202,413202.4k $3.4m $3.4m 0.46% Added +10.3k +10,277
90 S.E.E.D. Planning Group LLC 0.98% of their portfolio BINGHAMTON, NY 201,966202.0k $3.4m $3.4m 0.98% New
91 NOVARE CAPITAL MANAGEMENT LLC 0.27% of their portfolio CHARLOTTE, NC 200,631200.6k $3.4m $3.4m 0.27% Added +4.4k +4,364
92 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% of their portfolio Seattle, WA 200,282200.3k $3.3m $3.3m 0.06% Added +2.8k +2,765
93 Infinity Wealth Counsel, LLC 3.00% of their portfolio Loveland, OH 195,269195.3k $3.3m $3.3m 3.00% Added +2.5k +2,472
94 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 183,014183.0k $3.1m $3.1m 0.06% Added +11.5k +11,466
95 FIRST NATIONAL BANK OF OMAHA 0.09% of their portfolio OMAHA, NE 179,094179.1k $3.0m $3.0m 0.09% Reduced -48.0k -47,965
96 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 167,894167.9k $2.8m $2.8m 0.05% Added +4.6k +4,573
97 Avior Wealth Management, LLC 0.08% of their portfolio OMAHA, NE 164,815164.8k $2.8m $2.8m 0.08% Added +6.8k +6,781
98 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 155,486155.5k $2.6m $2.6m 0.01% Added +64.5k +64,530
99 Milestones Private Investment Advisors LLC 2.27% of their portfolio FAIRPORT, NY 153,787153.8k $2.6m $2.6m 2.27% Reduced -911 -911
100 Ellevest, Inc. 0.36% of their portfolio NEW YORK, NY 152,829152.8k $2.6m $2.6m 0.36% Added +1.5k +1,470