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

77 institutions reported holding $130.2M of INVESCO (BSMW) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($13.0M), LPL Financial LLC ($11.5M), Stratos Wealth Advisors, LLC ($7.1M), Lido Advisors, LLC ($7.0M), Atlantic Union Bankshares Corp ($6.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$13.0M516,887Added
2LPL Financial LLC$11.5M458,971Added
3Stratos Wealth Advisors, LLC$7.1M281,549Added
4Lido Advisors, LLC$7.0M279,328Added
5Atlantic Union Bankshares Corp$6.9M274,117Added
6WELLS FARGO & COMPANY/MN$5.9M233,494Trimmed
7BANK OF AMERICA CORP /DE/$5.7M228,408Added
8CONFLUENCE INVESTMENT MANAGEMENT LLC$5.0M197,253Trimmed
9PRECEDENT WEALTH PARTNERS, LLC$4.4M173,161Added
10Invesco Ltd.$4.3M172,867Added
11RAYMOND JAMES FINANCIAL INC$4.0M157,369Added
12UBS Group AG$3.9M153,350Added
13Hills Bank & Trust Co$3.6M143,604Added
14ENVESTNET ASSET MANAGEMENT INC$3.2M125,681Added
15MONECO Advisors, LLC$3.0M120,153Added
16Envision Financial Planning, LLC$3.0M120,053Added
17Legacy Private Trust Co.$2.9M115,658Added
18Kestra Advisory Services, LLC$2.7M109,126Added
19AMERIPRISE FINANCIAL INC$2.7M107,760Added
20HighTower Advisors, LLC$2.4M96,848Trimmed
21Clark Asset Management, LLC$2.2M88,780Added
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.0M80,257Added
23OSAIC HOLDINGS, INC.$1.6M63,386Added
24Key Financial Inc$1.4M54,685Added
25JONES FINANCIAL COMPANIES LLLP$1.3M50,527Added

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