Institutional Ownership Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 3.9 Million shares, which have been reported (via 13F filing form) to have a value of $82.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
47,344
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 50.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,042
shares
|
$996,349
0.0% of portfolio
|
Q3 2024
Added 332.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
44,336
shares
|
$939,036
0.01% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
41,498
shares
|
$878,927
0.0% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
41,289
shares
|
$874,501
0.06% of portfolio
|
Q2 2025
Added 145.07%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
41,004
shares
|
$868,464
0.03% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
38,548
shares
|
$816,446
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
37,572
shares
|
$795,774
0.0% of portfolio
|
Q2 2025
Added 91.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,978
shares
|
$762,014
0.0% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
34,012
shares
|
$720,374
0.09% of portfolio
|
Q3 2025
Added 39.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,102
shares
|
$679,920
0.0% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
27,094
shares
|
$573,850
0.0% of portfolio
|
Q2 2025
Reduced 48.22%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
26,652
shares
|
$564,489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
26,048
shares
|
$551,696
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
24,544
shares
|
$519,841
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
24,442
shares
|
$517,681
0.02% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
23,751
shares
|
$503,046
0.0% of portfolio
|
Q1 2025
Added 63.79%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
23,445
shares
|
$496,565
0.13% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
19,704
shares
|
$417,330
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,726
shares
|
$396,616
0.0% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
17,334
shares
|
$367,134
0.0% of portfolio
|
Q2 2025
Added 79.29%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
15,398
shares
|
$326,129
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
15,299
shares
|
$324,032
0.0% of portfolio
|
Q2 2025
Added 76.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
14,644
shares
|
$310,159
0.0% of portfolio
|
Q2 2025
Reduced 20.98%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
13,805
shares
|
$292,389
0.02% of portfolio
|
Q2 2025
Added 26.88%
|