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

144 institutions reported holding $210.2M of INVESCO (BSMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($12.3M), MORGAN STANLEY ($10.1M), RAYMOND JAMES FINANCIAL INC ($9.9M), Invesco Ltd. ($9.8M), TRUIST FINANCIAL CORP ($7.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$12.3M525,668Added
2MORGAN STANLEY$10.1M431,869Added
3RAYMOND JAMES FINANCIAL INC$9.9M422,297Added
4Invesco Ltd.$9.8M418,580Added
5TRUIST FINANCIAL CORP$7.6M324,173Added
6BANK OF AMERICA CORP /DE/$7.0M299,578Added
7Atlantic Union Bankshares Corp$6.1M258,432Added
8NewEdge Advisors, LLC$5.2M221,808Added
9COMMONWEALTH EQUITY SERVICES, LLC$5.1M216,228Added
10Kathmere Capital Management, LLC$4.9M208,191Trimmed
11Hills Bank & Trust Co$4.4M189,779Trimmed
12CENTRAL VALLEY ADVISORS, LLC$4.4M188,612Added
13UBS Group AG$4.4M186,076Trimmed
14PRECEDENT WEALTH PARTNERS, LLC$4.2M179,962Added
15HighTower Advisors, LLC$4.0M172,737Added
16OSAIC HOLDINGS, INC.$4.0M169,848Added
17Integrated Wealth Concepts LLC$3.9M167,429Added
18WELLS FARGO & COMPANY/MN$3.8M163,761Trimmed
19MONECO Advisors, LLC$3.8M162,305Added
20Summit Financial, LLC$3.7M158,825Trimmed
21Thrivent Financial for Lutherans$3.5M147,663Added
22Financial Solutions Advisory Group, Inc.$3.3M140,881Added
23ENVESTNET ASSET MANAGEMENT INC$3.2M137,943Added
24Elequin Capital, LP$2.8M117,520New
25Invariant Investment Management$2.7M113,415Added

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