Vault-13

INVESCO EXCH TRD SLF IDX FD BSCS

INVSCO BLSH 28 · ETP · CUSIP 46138J643

399 institutional holders +8 vs Q1 2026
133,960,495134.0m shares reported held*
$2.7bnreported value*
36 new 224 added 85 reduced 18 sold out net bought ≈ $225.5m (+11.1m 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 ($466.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.39.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 78Q4 22: 106Q1 23: 121Q2 23: 135Q3 23: 143Q4 23: 198Q1 24: 221Q2 24: 240Q3 24: 262Q4 24: 306Q1 25: 317Q2 25: 326Q3 25: 340Q4 25: 385Q1 26: 391Q2 26: 399399Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202278
Q4 2022106
Q1 2023121
Q2 2023135
Q3 2023143
Q4 2023198
Q1 2024221
Q2 2024240
Q3 2024262
Q4 2024306
Q1 2025317
Q2 2025326
Q3 2025340
Q4 2025385
Q1 2026391
Q2 2026399

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 191 bought or addedQ3 24: 51 cut or sold outQ4 24: 208 bought or addedQ4 24: 59 cut or sold outQ4 24Q1 25: 214 bought or addedQ1 25: 78 cut or sold outQ2 25: 194 bought or addedQ2 25: 88 cut or sold outQ2 25Q3 25: 228 bought or addedQ3 25: 69 cut or sold outQ4 25: 249 bought or addedQ4 25: 84 cut or sold outQ4 25Q1 26: 257 bought or addedQ1 26: 110 cut or sold outQ2 26: 260 bought or addedQ2 26: 103 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202419151
Q4 202420859
Q1 202521478
Q2 202519488
Q3 202522869
Q4 202524984
Q1 2026257110
Q2 2026260103

Biggest buyers

Waverly Advisors, LLC Added +4,608,994+4.6m
Cambridge Investment Research Advisors, Inc. Added +1,463,461+1.5m
Arax Advisory Partners New +765,181+765.2k
Bluespring Wealth Management, LLC Added +754,584+754.6k
Kestra Advisory Services, LLC Added +581,811+581.8k
RAYMOND JAMES FINANCIAL INC Added +430,782+430.8k
LPL Financial LLC Added +416,628+416.6k
MORGAN STANLEY Added +369,392+369.4k
Meriwether Wealth & Planning, LLC Added +328,292+328.3k
Janney Montgomery Scott LLC New +317,142+317.1k

Biggest sellers

Hills Bank & Trust Co Reduced -1,230,333-1.2m
GPM Growth Investors, Inc. Reduced -627,779-627.8k
Independent Advisor Alliance Sold out -526,149-526.1k
Focus Partners Wealth Sold out -472,461-472.5k
Sequoia Financial Advisors, LLC Reduced -405,637-405.6k
Lido Advisors, LLC Reduced -359,205-359.2k
Souders Financial Advisors Sold out -277,954-278.0k
CITADEL ADVISORS LLC Sold out -188,677-188.7k
WELLS FARGO & COMPANY/MN Reduced -166,180-166.2k
UBS Group AG Reduced -100,480-100.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 9,460,9359.5m $192.7m $192.7m 0.01% Added +369.4k +369,392
2 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 8,069,4118.1m $164.3m $164.3m 0.04% Added +416.6k +416,628
3 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 7,710,6977.7m $157.0m $157.0m 0.03% Reduced -166.2k -166,180
4 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 6,639,3576.6m $135.2m $135.2m 0.04% Added +430.8k +430,782
5 UBS Group AG 0.02% of their portfolio ZURICH, V8 4,710,6924.7m $95.9m $95.9m 0.02% Reduced -100.5k -100,480
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,671,6654.7m $95.1m $95.1m 0.01% Added +205.0k +205,009
7 Waverly Advisors, LLC 0.55% of their portfolio BIRMINGHAM, AL 4,637,2734.6m $94.4m $94.4m 0.55% Added +4.6m +4,608,994
8 Lido Advisors, LLC 0.33% of their portfolio Los Angeles, CA 4,562,4944.6m $92.9m $92.9m 0.33% Reduced -359.2k -359,205
9 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 3,829,7823.8m $78.0m $78.0m 0.01% Added +298.0k +298,037
10 Clearstead Advisors, LLC 0.63% of their portfolio CLEVELAND, OH 3,274,9803.3m $66.7m $66.7m 0.63% Added +19.7k +19,713
11 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 2,707,1462.7m $55.1m $55.1m 0.06% Added +1.5m +1,463,461
12 MAI Capital Management 0.19% of their portfolio INDEPENDENCE, OH 2,471,4172.5m $50.3m $50.3m 0.19% Added +161.9k +161,926
13 Bluespring Wealth Management, LLC 0.96% of their portfolio AUSTIN, TX 2,456,1082.5m $50.0m $50.0m 0.96% Added +754.6k +754,584
14 Fusion Family Wealth, LLC 3.10% of their portfolio WOODBURY, NY 2,288,2592.3m $46.6m $46.6m 3.10% Added +41.2k +41,158
15 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,284,7172.3m $46.5m $46.5m 0.01% Added +167.6k +167,634
16 TLWM 5.46% of their portfolio SAN ANTONIO, TX 1,647,4571.6m $33.6m $33.6m 5.46% Added +30.1k +30,106
17 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 1,421,9071.4m $29.0m $29.0m 0.06% Added +295.2k +295,247
18 DAVIS R M INC 0.45% of their portfolio PORTLAND, ME 1,393,1001.4m $28.4m $28.4m 0.45% Added +96.3k +96,328
19 MONECO ADVISORS, LLC 1.70% of their portfolio FAIRFIELD, CT 1,362,7071.4m $27.8m $27.8m 1.70% Added +112.7k +112,738
20 Brookstone Capital Management 0.28% of their portfolio WHEATON, IL 1,352,4391.4m $27.5m $27.5m 0.28% Reduced -71.9k -71,929
21 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,295,0201.3m $26.4m $26.4m 0.01% Added +114.4k +114,447
22 Clark Asset Management, LLC 2.01% of their portfolio STRATHAM, NH 1,260,4191.3m $25.7m $25.7m 2.01% Added +150.0k +150,007
23 Hills Bank & Trust Co 1.08% of their portfolio North Liberty, IA 1,250,4351.3m $25.5m $25.5m 1.08% Reduced -1.2m -1,230,333
24 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 1,217,9271.2m $24.8m $24.8m 0.03% Added +18.7k +18,745
25 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 1,153,6971.2m $23.5m $23.5m 0.03% Added +258.6k +258,579
26 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 1,139,7151.1m $23.2m $23.2m 0.02% Added +10.5k +10,453
27 MANCHESTER FINANCIAL INC 3.80% of their portfolio Westlake Village, CA 1,049,2431.0m $21.4m $21.4m 3.80% Added +21.0k +20,972
28 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 1,016,6691.0m $20.7m $20.7m 0.07% Added +581.8k +581,811
29 Legacy Financial Group LLC 2.16% of their portfolio DES MOINES, IA 942,654942.7k $19.2m $19.2m 2.16% Added +69.7k +69,674
30 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 926,463926.5k $18.9m $18.9m 0.03% Added +211.2k +211,185
31 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 903,577903.6k $18.4m $18.4m 0.00% Added +49.2k +49,223
32 &PARTNERS 0.07% of their portfolio NASHVILLE, TN 873,094873.1k $17.8m $17.8m 0.07% Added +46.6k +46,605
33 Cornerstone Wealth Management, LLC 0.76% of their portfolio ST. PETERS, MO 866,541866.5k $17.6m $17.6m 0.76% Added +46.2k +46,240
34 SHUFRO ROSE & CO LLC 0.94% of their portfolio NEW YORK, NY 803,966804.0k $16.4m $16.4m 0.94% Reduced -17.6k -17,631
35 Asset Dedication, LLC 1.00% of their portfolio SAN FRANCISCO, CA 778,269778.3k $15.8m $15.8m 1.00% Added +8.4k +8,445
36 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 773,478773.5k $15.8m $15.8m 0.01% Added +180.1k +180,074
37 Arax Advisory Partners 0.10% of their portfolio NEW YORK, NY 765,181765.2k $15.6m $15.6m 0.10% New
38 Atlantic Union Bankshares Corp 0.26% of their portfolio GLEN ALLEN, VA 765,033765.0k $15.6m $15.6m 0.26% Added +185.7k +185,735
39 Rothschild Wealth LLC 1.16% of their portfolio OAK BROOK, IL 716,175716.2k $14.6m $14.6m 1.16% Reduced -2.7k -2,696
40 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 688,309688.3k $14.0m $14.0m 0.01% Added +236.7k +236,742
41 Goepper Burkhardt LLC 4.08% of their portfolio GREENVILLE, SC 666,697666.7k $13.6m $13.6m 4.08% Added +46.1k +46,133
42 Cornerstone Planning, LLC 3.01% of their portfolio CHARLOTTE, NC 639,285639.3k $13.0m $13.0m 3.01% Added +16.7k +16,715
43 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 636,190636.2k $13.0m $13.0m 0.04% Added +763 +763
44 KIRR MARBACH & CO LLC /IN/ 2.18% of their portfolio COLUMBUS, IN 635,968636.0k $13.0m $13.0m 2.18% Reduced -8.9k -8,908
45 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 611,496611.5k $12.5m $12.5m 0.02% Reduced -26.3k -26,267
46 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 561,363561.4k $11.4m $11.4m 0.05% Reduced -72.4k -72,424
47 Straight Path Wealth Management 2.66% of their portfolio Jenison, MI 559,555559.6k $11.4m $11.4m 2.66% Added +20.4k +20,389
48 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 554,963555.0k $11.3m $11.3m 0.12% Added +5.2k +5,199
49 COOKSON PEIRCE & CO INC 0.37% of their portfolio PITTSBURGH, PA 548,046548.0k $11.2m $11.2m 0.37% Added +8.3k +8,347
50 CENTRAL VALLEY ADVISORS, LLC 2.81% of their portfolio SACRAMENTO, CA 538,903538.9k $11.0m $11.0m 2.81% Reduced -2.8k -2,757
51 Sequoia Financial Advisors, LLC 0.05% of their portfolio Akron, OH 525,021525.0k $10.7m $10.7m 0.05% Reduced -405.6k -405,637
52 Ironwood Financial, llc 1.65% of their portfolio TUCSON, AZ 518,417518.4k $10.5m $10.5m 1.65% Added +5.8k +5,758
53 First International Bank of Israel Ltd. 2.77% of their portfolio TEL AVIV, L3 498,000498.0k $10.1m $10.1m 2.77% Unchanged
54 HENGEHOLD CAPITAL MANAGEMENT LLC 0.77% of their portfolio CINCINNATI, OH 484,794484.8k $9.9m $9.9m 0.77% Added +17.5k +17,509
55 CVFG LLC 1.04% of their portfolio SHELBYVILLE, IN 484,120484.1k $9.9m $9.9m 1.04% Added +30.8k +30,823
56 Ausdal Financial Partners, Inc. 0.37% of their portfolio Davenport, IA 469,170469.2k $9.6m $9.6m 0.37% Added +34.5k +34,548
57 VAUGHAN DAVID INVESTMENTS LLC/IL 0.19% of their portfolio PEORIA, IL 461,981462.0k $9.4m $9.4m 0.19% Added +9.8k +9,754
58 HUB Investment Partners, LLC 0.17% of their portfolio AUSTIN, TX 455,709455.7k $9.3m $9.3m 0.17% Added +54.7k +54,708
59 Ledgewood Wealth Advisors, LLC 4.87% of their portfolio EXETER, NH 450,040450.0k $9.2m $9.2m 4.87% Added +14.9k +14,936
60 AMJ Financial Wealth Management 2.17% of their portfolio LEESBURG, VA 449,382449.4k $9.2m $9.2m 2.17% Unchanged
61 Red Spruce Capital, LLC 3.13% of their portfolio BERWYN, PA 441,224441.2k $9.0m $9.0m 3.13% Added +4.0k +4,009
62 Sound Stewardship, LLC 3.67% of their portfolio Overland Park, KS 437,452437.5k $8.9m $8.9m 3.67% Added +14.5k +14,525
63 WEBSTER BANK, N. A. 0.73% of their portfolio WATERBURY, CT 412,168412.2k $8.4m $8.4m 0.73% Added +52.1k +52,057
64 ProVise Management Group, LLC 0.55% of their portfolio CLEARWATER, FL 404,242404.2k $8.2m $8.2m 0.55% Added +42.8k +42,806
65 Colonial Trust Advisors 0.57% of their portfolio SPARTANBURG, SC 400,211400.2k $8.2m $8.2m 0.57% Added +3.8k +3,822
66 Summit Financial, LLC 0.09% of their portfolio PARSIPPANY, NJ 398,361398.4k $8.1m $8.1m 0.09% Added +7.1k +7,136
67 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 390,049390.0k $7.9m $7.9m 0.04% Added +127.3k +127,251
68 Carnegie Investment Counsel 0.16% of their portfolio PEPPER PIKE, OH 389,392389.4k $7.9m $7.9m 0.16% Added +46.1k +46,102
69 Marietta Wealth Management, LLC 0.80% of their portfolio MARIETTA, GA 381,772381.8k $7.8m $7.8m 0.80% Added +17.7k +17,693
70 SFE Investment Counsel 1.06% of their portfolio LOS ANGELES, CA 378,645378.6k $7.7m $7.7m 1.06% Added +37.8k +37,847
71 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 377,075377.1k $7.7m $7.7m 0.04% Added +159.1k +159,125
72 Financial Solutions Advisory Group, Inc. 0.94% of their portfolio CHICAGO, IL 364,109364.1k $7.4m $7.4m 0.94% Added +5.7k +5,687
73 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 359,115359.1k $7.3m $7.3m 0.03% Added +32.7k +32,668
74 Paradiem, LLC 1.56% of their portfolio COVINGTON, LA 355,186355.2k $7.2m $7.2m 1.56% Added +4.6k +4,578
75 BCS Wealth Management 1.29% of their portfolio JOHNSON CITY, TN 350,461350.5k $7.1m $7.1m 1.29% Added +17.0k +17,045
76 Meriwether Wealth & Planning, LLC 3.49% of their portfolio MINDEN, LA 345,990346.0k $7.0m $7.0m 3.49% Added +328.3k +328,292
77 OLD SECOND NATIONAL BANK OF AURORA 1.31% of their portfolio AURORA, IL 340,237340.2k $6.9m $6.9m 1.31% Added +21 +21
78 Carroll Advisory Group, LLC 2.24% of their portfolio TEXARKANA, TX 335,272335.3k $6.8m $6.8m 2.24% Added +59.1k +59,115
79 Parisi Gray Wealth Management 1.36% of their portfolio MENDHAM, NJ 325,874325.9k $6.6m $6.6m 1.36% Added +1.1k +1,064
80 MGO ONE SEVEN LLC 0.11% of their portfolio Beachwood, OH 321,727321.7k $6.6m $6.6m 0.11% Added +9.6k +9,577
81 Carmel Capital Partners, LLC 2.14% of their portfolio SAN DIEGO, CA 318,124318.1k $6.5m $6.5m 2.14% Added +226 +226
82 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 317,142317.1k $6.5m $6.5m 0.01% New
83 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.74% of their portfolio MINNEAPOLIS, MN 305,087305.1k $6.2m $6.2m 0.74% Added +17.9k +17,887
84 VISTA INVESTMENT MANAGEMENT 1.81% of their portfolio PITTSBURGH, PA 294,496294.5k $6.0m $6.0m 1.81% Reduced -53.2k -53,187
85 Decker Wealth Management LLC 1.26% of their portfolio NASHVILLE, TN 291,745291.7k $5.9m $5.9m 1.26% Reduced -37.2k -37,242
86 Wilkins Miller Wealth Management, LLC 3.23% of their portfolio MOBILE, AL 288,272288.3k $5.9m $5.9m 3.23% Reduced -18.4k -18,445
87 MORTON COMMUNITY BANK 1.19% of their portfolio EAST PEORIA, IL 287,499287.5k $5.9m $5.9m 1.19% Added +4.5k +4,487
88 HOWARD WEALTH MANAGEMENT, LLC 2.13% of their portfolio Madison, CT 283,380283.4k $5.8m $5.8m 2.13% Added +14.3k +14,304
89 KICKSTAND VENTURES, LLC. 1.04% of their portfolio PITTSFORD, NY 281,720281.7k $5.7m $5.7m 1.04% Added +240.2k +240,229
90 Farnam Financial LLC 4.16% of their portfolio PHOENIX, AZ 279,904279.9k $5.7m $5.7m 4.16% Added +20.0k +20,037
91 KINTRA WEALTH, LLC 0.29% of their portfolio WILLIAMSPORT, PA 275,747275.7k $5.6m $5.6m 0.29% Added +36.2k +36,222
92 Laurel Wealth Advisors LLC 0.54% of their portfolio CHARLOTTE, NC 275,727275.7k $5.6m $5.6m 0.54% Added +9.9k +9,879
93 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 249,929249.9k $5.1m $5.1m 0.00% Added +21.7k +21,721
94 AA Financial Advisors, LLC 0.61% of their portfolio Columbus, OH 249,878249.9k $5.1m $5.1m 0.61% Added +27.6k +27,615
95 Trilogy Capital Inc. 0.19% of their portfolio IRVINE, CA 242,601242.6k $4.9m $4.9m 0.19% Added +9.9k +9,928
96 Colonial Trust Co / SC 0.60% of their portfolio SPARTANBURG, SC 233,745233.7k $4.8m $4.8m 0.60% Reduced -9.5k -9,454
97 NorthAvenue LLC 3.37% of their portfolio COLUMBUS, OH 231,216231.2k $4.7m $4.7m 3.37% Added +6.9k +6,852
98 Old Port Advisors 0.88% of their portfolio PORTLAND, ME 218,795218.8k $4.5m $4.5m 0.88% Added +841 +841
99 Berger Financial Group, Inc 0.22% of their portfolio PLYMOUTH, MN 216,040216.0k $4.4m $4.4m 0.22% Reduced -10.4k -10,385
100 Geneos Wealth Management Inc. 0.09% of their portfolio ENGLEWOOD, CO 211,700211.7k $4.3m $4.3m 0.09% Added +11.4k +11,405