INVESCO EXCH TRD SLF IDX FD (BSJP)
Institutional ownership reported to the SEC as of Q3 2025, across 28 quarters.
158
Reporting holders
$356.8M
Reported value
0.0%
Held as options
-10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $49.0M | 2,126,969 | 0.01% | 28q | +13.6%+$5.9M |
| Cetera Investment Advisers | $22.6M | 979,756 | 0.03% | 7q | -13.8%-$3.6M |
| MORGAN STANLEY | $22.3M | 966,503 | 0.00% | 30q | -3.0%-$700.4K |
| Mirador Capital Partners LP | $17.3M | 750,414 | 2.45% | 15q | -68.6%-$37.8M |
| ENVESTNET ASSET MANAGEMENT INC | $13.4M | 582,722 | 0.00% | 27q | -5.3%-$755.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $12.4M | 538,379 | 0.09% | 27q | +1.2%+$146.8K |
| Advisory Alpha, LLC | $11.8M | 512,534 | 0.33% | 19q | +2.3%+$268.4K |
| WELLS FARGO & COMPANY/MN | $10.9M | 472,968 | 0.00% | 28q | -32.5%-$5.2M |
| AA Financial Advisors, LLC | $10.3M | 444,951 | 2.02% | 8q | +8.1%+$772.7K |
| Ashton Thomas Private Wealth, LLC | $8.5M | 368,282 | 0.22% | 9q | -6.0%-$546.8K |
| OSAIC HOLDINGS, INC. | $8.3M | 359,549 | 0.01% | 23q | -5.7%-$505.3K |
| Stablepoint Partners, LLC | $7.2M | 313,092 | 1.15% | 8q | +7.6%+$508.6K |
| Verity Asset Management, Inc. | $6.4M | 278,811 | 2.10% | 8q | -10.7%-$768.9K |
| IHT Wealth Management, LLC | $6.3M | 274,547 | 0.16% | 15q | +12.7%+$712.2K |
| Integrated Wealth Concepts LLC | $6.2M | 267,232 | 0.06% | 21q | -24.9%-$2.0M |
| JANE STREET GROUP, LLC | $6.0M | 259,776 | 0.00% | 13q | +62.5%+$2.3M |
| FF Advisors,LLC | $5.6M | 243,993 | 2.69% | 8q | +4.7%+$250.3K |
| RAYMOND JAMES FINANCIAL INC | $5.5M | 240,027 | 0.00% | 4q | -49.9%-$5.5M |
| Intrua Financial, LLC | $5.3M | 230,381 | 0.58% | 11q | -0.9%-$47.2K |
| ROYAL BANK OF CANADA | $4.4M | 192,460 | 0.00% | 28q | -49.2%-$4.3M |
| MILESTONE ASSET MANAGEMENT, LLC | $4.4M | 190,683 | 0.83% | 4q | -88.0%-$32.2M |
| Prospera Financial Services Inc | $4.1M | 177,642 | 0.07% | 20q | +2.8%+$110.5K |
| STIFEL FINANCIAL CORP | $4.0M | 173,049 | 0.00% | 18q | HELD |
| BANK OF AMERICA CORP /DE/ | $3.7M | 159,852 | 0.00% | 28q | -14.4%-$618.5K |
| Kestra Advisory Services, LLC | $3.5M | 152,039 | 0.02% | 12q | HELD |
| Oder Investment Management, LLC | $3.3M | 144,304 | 2.39% | 20q | -7.8%-$281.9K |
| EVEXIA WEALTH LLC | $3.3M | 143,561 | 0.99% | 8q | +6.1%+$191.9K |
| JONES FINANCIAL COMPANIES LLLP | $3.1M | 132,683 | 0.00% | 7q | +2.1%+$61.5K |
| Werba Rubin Papier Wealth Management | $3.0M | 130,753 | 0.49% | 12q | -17.0%-$618.8K |
| UBS Group AG | $2.9M | 127,109 | 0.00% | 28q | +9.4%+$251.0K |
| TFR Capital, LLC. | $2.6M | 111,454 | 0.86% | 4q | +17.4%+$380.3K |
| HOWARD WEALTH MANAGEMENT, LLC | $2.5M | 109,497 | 1.16% | 5q | HELD |
| Lido Advisors, LLC | $2.5M | 108,974 | 0.01% | 5q | +0.6%+$14.3K |
| Montis Financial, LLC | $2.5M | 108,437 | 0.58% | new | NEW |
| Glass Jacobson Investment Advisors llc | $2.5M | 107,522 | 0.90% | 11q | -2.0%-$51.1K |
| Private Advisor Group, LLC | $2.5M | 107,207 | 0.01% | 17q | -8.0%-$215.2K |
| AMERIPRISE FINANCIAL INC | $2.3M | 99,018 | 0.00% | 14q | -33.4%-$1.1M |
| Northwest Bancshares, Inc. | $2.3M | 98,500 | 0.38% | 19q | -4.1%-$97.1K |
| MML INVESTORS SERVICES, LLC | $2.3M | 98,311 | 0.01% | 19q | +4.9%+$105.9K |
| Paradiem, LLC | $2.1M | 89,226 | 0.48% | 11q | HELD |
| Foundations Investment Advisors, LLC | $1.8M | 77,669 | 0.03% | 7q | +3.1%+$53.5K |
| S.E.E.D. Planning Group LLC | $1.8M | 76,992 | 0.52% | 19q | +4.8%+$81.3K |
| NewEdge Advisors, LLC | $1.6M | 68,510 | 0.01% | 20q | +6.2%+$92.7K |
| Tower Research Capital LLC (TRC) | $1.5M | 64,917 | 0.04% | new | NEW |
| Key Financial Inc | $1.5M | 63,691 | 0.27% | 20q | +7.3%+$99.7K |
| Vantage Point Financial LLC | $1.4M | 62,578 | 0.56% | 4q | -5.8%-$88.6K |
| Compound Planning, Inc. | $1.4M | 60,835 | 0.05% | 6q | -12.4%-$197.7K |
| SFE Investment Counsel | $1.4M | 59,596 | 0.22% | 27q | -28.1%-$537.0K |
| Wealth Advisory Solutions, LLC | $1.3M | 57,168 | 0.32% | 3q | +3.2%+$41.1K |
| Sound Stewardship, LLC | $1.2M | 51,349 | 0.57% | 12q | HELD |
| J.W. COLE ADVISORS, INC. | $1.1M | 47,048 | 0.02% | 6q | +1.7%+$18.0K |
| Wealthcare Advisory Partners LLC | $1.0M | 45,213 | 0.02% | 12q | HELD |
| OLD MISSION CAPITAL LLC | $1.0M | 44,268 | 0.02% | 4q | -31.9%-$479.0K |
| Wilkins Miller Wealth Management, LLC | $968.4K | 41,993 | 0.60% | 4q | -5.0%-$50.9K |
| CRA Financial Services, LLC | $902.2K | 39,123 | 0.12% | 6q | HELD |
| WealthBridge Capital Management, LLC | $898.2K | 38,949 | 0.21% | 3q | +2.2%+$19.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $897.3K | 38,893 | 0.00% | 6q | -13.8%-$143.7K |
| Wealthspire Retirement, LLC | $875.6K | 37,972 | 0.06% | 13q | -19.4%-$210.8K |
| Blue Barn Wealth, LLC | $870.6K | 37,752 | 0.38% | 7q | -7.3%-$68.6K |
| Ironwood Financial, llc | $860.7K | 37,325 | 0.15% | 28q | -91.3%-$9.1M |
| Allworth Financial LP | $851.6K | 36,930 | 0.00% | 10q | -19.6%-$207.7K |
| Legacy Financial Group LLC | $808.3K | 35,051 | 0.11% | 20q | -50.7%-$831.8K |
| Flaharty Asset Management, LLC | $804.8K | 34,900 | 0.10% | 8q | HELD |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $796.2K | 34,526 | 0.18% | 8q | HELD |
| BROWN ADVISORY INC | $776.5K | 33,672 | 0.00% | 12q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $746.5K | 32,371 | 0.01% | 24q | HELD |
| Geneos Wealth Management Inc. | $744.1K | 32,267 | 0.02% | 25q | -1.0%-$7.4K |
| Brookstone Capital Management | $740.4K | 32,109 | 0.01% | 20q | +13.2%+$86.2K |
| FCA CORP /TX | $739.4K | 32,065 | 0.21% | 9q | -47.5%-$668.9K |
| HUB Investment Partners, LLC | $736.7K | 31,945 | 0.02% | 15q | -8.2%-$65.6K |
| Horizons Wealth Management | $722.7K | 31,341 | 0.49% | 14q | -68.8%-$1.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $703.1K | 30,491 | 0.00% | 15q | -17.1%-$145.2K |
| Ballew Advisors, Inc | $703.0K | 30,441 | 0.39% | 11q | -2.7%-$19.5K |
| BCS Wealth Management | $698.7K | 30,301 | 0.16% | 12q | -7.8%-$59.1K |
| Altrius Capital Management Inc | $687.1K | 29,794 | 0.16% | 14q | -12.9%-$101.5K |
| HARBOUR INVESTMENTS, INC. | $676.0K | 29,317 | 0.02% | 6q | HELD |
| GTS SECURITIES LLC | $650.7K | 28,216 | 0.02% | new | NEW |
| Kovack Advisors, Inc. | $646.2K | 28,024 | 0.06% | new | NEW |
| Gradient Investments LLC | $640.8K | 27,788 | 0.01% | 22q | -8.7%-$61.1K |
| Axim Planning & Wealth | $610.8K | 26,488 | 0.48% | new | NEW |
| Masso Torrence Wealth Management Inc. | $600.0K | 26,017 | 0.25% | 16q | HELD |
| Private Advisory Group LLC | $577.6K | 25,047 | 0.05% | 20q | +18.1%+$88.7K |
| SHUFRO ROSE & CO LLC | $571.6K | 24,800 | 0.05% | 14q | HELD |
| Consolidated Portfolio Review Corp | $535.2K | 23,208 | 0.07% | 11q | +6.0%+$30.5K |
| Mariner, LLC | $519.6K | 22,531 | 0.00% | 2q | +72.9%+$219.1K |
| 4Thought Financial Group Inc. | $510.2K | 22,126 | 0.26% | 19q | HELD |
| MGO ONE SEVEN LLC | $500.6K | 21,707 | 0.01% | 9q | -80.3%-$2.0M |
| TWO SIGMA SECURITIES, LLC | $485.8K | 21,067 | 0.07% | 2q | -3.0%-$14.8K |
| VestGen Advisors, LLC | $468.8K | 20,332 | 0.02% | 3q | -7.8%-$39.7K |
| AlphaStar Capital Management, LLC | $456.8K | 19,808 | 0.04% | 26q | +1.5%+$6.6K |
| Wealthstar Advisors, LLC | $455.8K | 19,767 | 0.18% | 4q | +47.1%+$146.0K |
| RFG Advisory, LLC | $443.8K | 19,247 | 0.01% | 8q | -8.1%-$39.2K |
| Focus Financial Network, Inc. | $443.3K | 19,225 | 0.02% | 2q | +92.2%+$212.7K |
| Quad-Cities Investment Group, LLC | $428.7K | 18,591 | 0.18% | 18q | +1.0%+$4.2K |
| Farther Finance Advisors, LLC | $415.4K | 18,012 | 0.01% | 11q | +26.3%+$86.5K |
| COLLECTIVE FAMILY OFFICE LLC | $414.5K | 17,975 | 0.10% | 10q | -94.8%-$7.5M |
| Pacific Wealth Strategies Group, Inc. | $410.7K | 17,812 | 0.25% | 11q | -2.9%-$12.4K |
| BANK OF MONTREAL /CAN/ | $399.0K | 17,301 | 0.00% | new | NEW |
| Straight Path Wealth Management | $397.7K | 17,245 | 0.11% | 16q | HELD |
| Koss-Olinger Consulting, LLC | $389.0K | 16,860 | 0.03% | 6q | HELD |
Showing the largest 100 of 168 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 158 | $356.8M | 15,470,269 | 11 | 40 | 70 | 0.0% |
| Q2 2025 | 168 | $502.4M | 21,788,180 | 9 | 53 | 71 | 0.0% |
| Q1 2025 | 173 | $545.9M | 23,695,626 | 13 | 58 | 67 | 0.0% |
| Q4 2024 | 172 | $545.1M | 23,653,473 | 10 | 78 | 48 | 0.0% |
| Q3 2024 | 165 | $577.2M | 24,976,469 | 10 | 80 | 41 | 0.0% |
| Q2 2024 | 171 | $548.8M | 23,964,415 | 27 | 78 | 39 | 0.0% |
| Q1 2024 | 144 | $511.2M | 22,285,315 | 21 | 68 | 31 | 0.0% |
| Q4 2023 | 138 | $399.0M | 17,564,172 | 11 | 65 | 32 | 0.0% |
| Q3 2023 | 129 | $882.8M | 39,279,204 | 20 | 62 | 28 | 0.0% |
| Q2 2023 | 117 | $849.6M | 37,683,750 | 12 | 48 | 40 | 0.0% |
| Q1 2023 | 113 | $238.0M | 10,596,658 | 20 | 51 | 22 | 0.0% |
| Q4 2022 | 95 | $210.6M | 9,530,660 | 15 | 30 | 31 | 0.0% |
| Q3 2022 | 101 | $232.8M | 10,690,462 | 12 | 41 | 21 | 0.0% |
| Q2 2022 | 97 | $202.2M | 9,210,628 | 18 | 29 | 31 | 0.0% |
| Q1 2022 | 92 | $209.5M | 8,813,714 | 15 | 37 | 20 | 0.0% |
| Q4 2021 | 89 | $191.3M | 7,794,048 | 8 | 37 | 21 | 0.0% |
| Q3 2021 | 75 | $158.4M | 6,442,858 | 9 | 35 | 18 | 0.0% |
| Q2 2021 | 77 | $147.5M | 5,968,721 | 13 | 34 | 15 | 0.0% |
| Q1 2021 | 67 | $131.8M | 5,368,035 | 15 | 26 | 13 | 0.0% |
| Q4 2020 | 59 | $92.7M | 3,781,760 | 22 | 17 | 7 | 0.0% |
| Q3 2020 | 36 | $49.6M | 2,112,070 | 3 | 17 | 6 | 0.0% |
| Q2 2020 | 41 | $51.4M | 2,254,118 | 10 | 9 | 14 | 0.0% |
| Q1 2020 | 39 | $59.6M | 2,796,595 | 6 | 15 | 9 | 0.0% |
| Q4 2019 | 38 | $46.9M | 1,891,641 | 13 | 12 | 5 | 0.0% |
| Q3 2019 | 29 | $44.6M | 1,818,794 | 4 | 8 | 8 | 0.0% |
| Q2 2019 | 26 | $55.2M | 2,253,086 | 1 | 15 | 3 | 0.0% |
| Q1 2019 | 26 | $38.5M | 1,597,956 | 10 | 11 | 3 | 0.0% |
| Q4 2018 | 18 | $12.1M | 537,558 | 0 | 2 | 1 | 0.0% |