Who Owns INVESCO (BSMU)? -- Institutional Holders (2026-06-30)

114 institutions reported holding $178.2M of INVESCO (BSMU) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($11.3M), LPL Financial LLC ($10.2M), Hills Bank & Trust Co ($8.9M), MORGAN STANLEY ($7.2M), Stratos Wealth Advisors, LLC ($7.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$11.3M513,455Trimmed
2LPL Financial LLC$10.2M465,215Added
3Hills Bank & Trust Co$8.9M405,165Trimmed
4MORGAN STANLEY$7.2M327,565Trimmed
5Stratos Wealth Advisors, LLC$7.0M319,294Added
6Invesco Ltd.$6.9M315,158Trimmed
7BANK OF AMERICA CORP /DE/$6.3M287,765Added
8Kathmere Capital Management, LLC$6.0M275,686New
9HighTower Advisors, LLC$6.0M275,525Added
10Atlantic Union Bankshares Corp$5.5M251,404Added
11UBS Group AG$5.5M248,848Trimmed
12RAYMOND JAMES FINANCIAL INC$5.3M240,737Added
13NewEdge Advisors, LLC$4.8M217,003Added
14Lido Advisors, LLC$4.4M201,800Hold
15PRECEDENT WEALTH PARTNERS, LLC$4.4M199,682Added
16Legacy Private Trust Co.$4.0M182,183Added
17CENTRAL VALLEY ADVISORS, LLC$3.8M173,734Trimmed
18MONECO Advisors, LLC$3.7M166,980Added
19JONES FINANCIAL COMPANIES LLLP$3.2M145,748Added
20Kestra Advisory Services, LLC$3.0M136,072Added
21Parkway Wealth Management Group, LLC$2.6M116,372Added
22CONFLUENCE INVESTMENT MANAGEMENT LLC$2.5M114,674Trimmed
23ENVESTNET ASSET MANAGEMENT INC$2.5M112,964Added
24Clark Asset Management, LLC$2.5M112,774Added
25Insight Wealth Partners, LLC$2.3M103,724Hold

Source: SEC Form 13F filings · as of 2026-06-30