INVESCO EXCH TRD SLF IDX FD (BSJQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
181
Reporting holders
$604.5M
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 |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | $62.3M | 2,714,747 | 7.63% | 9q | -15.8%-$11.7M |
| LPL Financial LLC | $44.2M | 1,925,101 | 0.01% | 26q | -18.1%-$9.8M |
| MORGAN STANLEY | $31.3M | 1,362,754 | 0.00% | 28q | -6.9%-$2.3M |
| Cetera Investment Advisers | $28.4M | 1,236,482 | 0.03% | 10q | -1.6%-$466.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $27.5M | 1,197,174 | 0.02% | 18q | +92.0%+$13.2M |
| WELLS FARGO & COMPANY/MN | $21.2M | 924,269 | 0.00% | 30q | -56.2%-$27.2M |
| OSAIC HOLDINGS, INC. | $19.4M | 845,074 | 0.02% | 26q | +12.3%+$2.1M |
| CITADEL ADVISORS LLC | $19.1M | 830,303 | 0.00% | 5q | +2898.2%+$18.4M |
| COLLECTIVE FAMILY OFFICE LLC | $15.3M | 666,309 | 3.13% | 9q | -12.3%-$2.1M |
| UBS Group AG | $13.7M | 598,155 | 0.00% | 27q | -75.1%-$41.5M |
| Migdal Insurance & Financial Holdings Ltd. | $12.9M | 560,867 | 0.08% | 11q | +2.4%+$298.6K |
| Advisory Alpha, LLC | $11.7M | 507,769 | 0.29% | 19q | +7.2%+$782.3K |
| Parkway Wealth Management Group, LLC | $10.1M | 441,155 | 1.17% | 3q | +0.6%+$61.3K |
| ENVESTNET ASSET MANAGEMENT INC | $9.9M | 432,891 | 0.00% | 21q | -4.6%-$483.5K |
| Cornerstone Planning, LLC | $9.8M | 428,119 | 2.27% | 3q | +1.4%+$132.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $8.7M | 377,575 | 0.05% | 7q | -4.2%-$380.7K |
| Delta Investment Management, LLC | $8.3M | 361,418 | 1.37% | 8q | -65.2%-$15.6M |
| Lido Advisors, LLC | $8.0M | 346,898 | 0.02% | 8q | -0.9%-$71.4K |
| Ashton Thomas Private Wealth, LLC | $7.8M | 340,946 | 0.16% | 9q | HELD |
| Larson Financial Group LLC | $7.6M | 329,412 | 0.20% | 11q | -26.0%-$2.7M |
| RPg Family Wealth Advisory, LLC | $7.5M | 325,375 | 0.69% | 15q | +103.5%+$3.8M |
| MML INVESTORS SERVICES, LLC | $7.4M | 320,516 | 0.02% | 18q | +13.7%+$884.1K |
| Verity Asset Management, Inc. | $7.2M | 311,813 | 2.71% | 6q | -6.3%-$481.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 293,559 | 0.01% | 13q | +1.1%+$70.4K |
| BANK OF MONTREAL /CAN/ | $6.7M | 293,250 | 0.00% | 2q | +612.4%+$5.8M |
| RAYMOND JAMES FINANCIAL INC | $6.3M | 273,030 | 0.00% | 7q | -11.8%-$835.8K |
| IHT Wealth Management, LLC | $5.9M | 255,611 | 0.12% | 18q | -29.1%-$2.4M |
| AMERIPRISE FINANCIAL INC | $5.3M | 230,792 | 0.00% | 15q | -69.3%-$11.9M |
| Ironwood Financial, llc | $5.3M | 230,453 | 0.83% | 24q | -42.3%-$3.9M |
| MGO ONE SEVEN LLC | $5.2M | 226,152 | 0.09% | 11q | +7.9%+$378.0K |
| MILESTONE ASSET MANAGEMENT, LLC | $5.1M | 221,775 | 0.80% | 3q | +7.6%+$359.5K |
| Kestra Advisory Services, LLC | $5.0M | 216,754 | 0.02% | 10q | +50.5%+$1.7M |
| HOWARD WEALTH MANAGEMENT, LLC | $4.9M | 211,404 | 1.79% | 8q | +10.6%+$466.0K |
| Integrated Wealth Concepts LLC | $4.8M | 211,184 | 0.02% | 24q | +59.3%+$1.8M |
| JONES FINANCIAL COMPANIES LLLP | $4.8M | 209,063 | 0.00% | 9q | +4.2%+$194.1K |
| BANTA ASSET MANAGEMENT LP | $4.5M | 197,933 | 4.06% | 15q | -10.9%-$557.5K |
| Foundations Investment Advisors, LLC | $4.5M | 196,417 | 0.05% | 8q | +3.1%+$136.0K |
| Oder Investment Management, LLC | $4.3M | 189,443 | 2.92% | 15q | -6.3%-$293.8K |
| Ark Wealth Advisors LLC | $4.1M | 178,694 | 3.64% | 3q | -21.1%-$1.1M |
| EVEXIA WEALTH LLC | $4.0M | 175,895 | 1.09% | 11q | +184.7%+$2.6M |
| STIFEL FINANCIAL CORP | $3.9M | 171,667 | 0.00% | 20q | +3.3%+$124.6K |
| SFE Investment Counsel | $3.8M | 166,621 | 0.52% | 21q | -37.8%-$2.3M |
| Sidoxia Capital Management, LLC | $3.6M | 158,727 | 2.67% | 2q | -2.5%-$93.5K |
| HB Wealth Management, LLC | $3.6M | 155,441 | 0.02% | 5q | HELD |
| Pacific Wealth Strategies Group, Inc. | $3.6M | 155,192 | 2.05% | 8q | +16.4%+$500.6K |
| Prospera Financial Services Inc | $3.6M | 155,011 | 0.05% | 19q | -1.5%-$54.7K |
| BANK OF AMERICA CORP /DE/ | $3.5M | 153,950 | 0.00% | 31q | -2.4%-$85.3K |
| Legacy Financial Group LLC | $3.4M | 147,878 | 0.38% | 20q | -44.6%-$2.7M |
| Glass Jacobson Investment Advisors llc | $3.3M | 144,099 | 1.03% | 10q | +0.7%+$21.7K |
| Private Advisor Group, LLC | $3.2M | 138,166 | 0.01% | 15q | -9.3%-$326.3K |
| Intrua Financial, LLC | $2.9M | 127,965 | 0.27% | 11q | -26.1%-$1.0M |
| Accurate Wealth Management, LLC | $2.7M | 116,206 | 0.25% | 4q | -15.4%-$487.3K |
| Strait & Sound Wealth Management LLC | $2.5M | 110,818 | 0.89% | 7q | +17.9%+$386.4K |
| Altium Investment Strategies LLC | $2.5M | 108,725 | 3.60% | 2q | -20.9%-$659.1K |
| TFR Capital, LLC. | $2.3M | 99,214 | 0.64% | 2q | -7.3%-$180.4K |
| TD Waterhouse Canada Inc. | $2.2M | 96,442 | 0.01% | 7q | +98.0%+$1.1M |
| S.E.E.D. Planning Group LLC | $2.0M | 88,387 | 0.54% | 15q | +20.8%+$349.3K |
| Independent Wealth Advisors LLC | $2.0M | 87,956 | 1.83% | 3q | +0.7%+$14.3K |
| AA Financial Advisors, LLC | $2.0M | 86,302 | 0.24% | 10q | +3.8%+$71.7K |
| NewEdge Advisors, LLC | $2.0M | 85,176 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $1.8M | 78,967 | 0.00% | 30q | -9.1%-$181.3K |
| Northwest Bancshares, Inc. | $1.8M | 77,664 | 0.32% | 10q | -11.1%-$223.1K |
| Paradiem, LLC | $1.7M | 74,804 | 0.37% | 10q | -3.8%-$67.8K |
| Camelot Portfolios, LLC | $1.5M | 67,496 | 1.08% | 25q | -25.8%-$538.5K |
| Global Assets Advisory, LLC | $1.5M | 66,976 | 0.34% | 2q | +112.3%+$812.8K |
| Ledgewood Wealth Advisors, LLC | $1.5M | 65,178 | 0.79% | 11q | -5.2%-$82.2K |
| Key Financial Inc | $1.5M | 63,641 | 0.24% | 23q | -1.2%-$18.0K |
| Kovack Advisors, Inc. | $1.4M | 61,432 | 0.07% | 3q | +14.2%+$175.6K |
| Vantage Point Financial LLC | $1.4M | 61,025 | 0.43% | 7q | -1.1%-$15.4K |
| Sound Stewardship, LLC | $1.4M | 58,865 | 0.56% | 15q | +1.5%+$19.4K |
| Werba Rubin Papier Wealth Management | $1.3M | 56,304 | 0.16% | 15q | -9.4%-$134.2K |
| HUB Investment Partners, LLC | $1.2M | 53,906 | 0.02% | 14q | -26.0%-$434.4K |
| BETO FINANCIAL GROUP, LLC | $1.2M | 52,588 | 0.63% | 3q | -26.1%-$425.3K |
| Allworth Financial LP | $1.2M | 51,384 | 0.01% | 13q | -1.9%-$23.0K |
| Altrius Capital Management Inc | $1.2M | 50,797 | 0.22% | 13q | -2.4%-$28.6K |
| Geneos Wealth Management Inc. | $1.1M | 48,734 | 0.02% | 27q | -16.7%-$224.9K |
| Stablepoint Partners, LLC | $1.0M | 45,652 | 0.15% | 10q | -5.2%-$57.9K |
| BROWN ADVISORY INC | $1.0M | 45,180 | 0.00% | 13q | HELD |
| Avidian Wealth Enterprises, LLC | $1.0M | 44,710 | 0.03% | 2q | +54.6%+$362.6K |
| Livet Wealth, LLC | $997.7K | 43,464 | 0.58% | 3q | +44.7%+$308.0K |
| Ballew Advisors, Inc | $965.2K | 42,049 | 0.50% | 14q | HELD |
| Wagner Wealth Management, Corp | $951.7K | 41,462 | 0.77% | 3q | +6.6%+$58.5K |
| Montis Financial, LLC | $894.2K | 38,956 | 0.18% | 4q | -35.9%-$501.7K |
| Brookstone Capital Management | $893.5K | 38,923 | 0.01% | 18q | -10.0%-$99.4K |
| SEMITAM BONAM LLC | $849.3K | 37,000 | 0.62% | 4q | +1.6%+$13.0K |
| J.W. COLE ADVISORS, INC. | $837.7K | 36,493 | 0.01% | new | NEW |
| Wealthspire Retirement, LLC | $777.4K | 33,866 | 0.04% | 12q | -28.8%-$314.8K |
| Ausdal Financial Partners, Inc. | $776.2K | 33,813 | 0.03% | 4q | -2.7%-$21.9K |
| Farnam Financial LLC | $741.6K | 32,308 | 0.54% | new | NEW |
| Axim Planning & Wealth | $698.8K | 30,440 | 0.98% | 4q | HELD |
| Orion Porfolio Solutions, LLC | $686.2K | 29,892 | 0.01% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $669.3K | 29,156 | 0.01% | 6q | +17.9%+$101.8K |
| Wealth Advisory Solutions, LLC | $660.8K | 28,786 | 0.14% | 2q | -4.2%-$29.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $627.1K | 27,317 | 0.01% | 23q | -6.5%-$43.9K |
| BXM Wealth LLC | $619.4K | 26,985 | 0.34% | 7q | -20.4%-$158.3K |
| Invesco Ltd. | $582.7K | 25,386 | 0.00% | 8q | -76.0%-$1.8M |
| Meriwether Wealth & Planning, LLC | $579.4K | 25,239 | 0.29% | 7q | HELD |
| Private Advisory Group LLC | $573.8K | 24,997 | 0.03% | 18q | HELD |
| Tower Research Capital LLC (TRC) | $557.9K | 24,304 | 0.01% | 4q | -70.4%-$1.3M |
| Wilkins Miller Wealth Management, LLC | $543.7K | 23,687 | 0.30% | 7q | -5.2%-$30.0K |
Showing the largest 100 of 187 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 181 | $604.5M | 26,336,005 | 14 | 45 | 81 | 0.0% |
| Q1 2026 | 191 | $767.9M | 33,207,643 | 22 | 61 | 76 | 0.0% |
| Q4 2025 | 187 | $769.4M | 32,980,919 | 18 | 75 | 60 | 0.0% |
| Q3 2025 | 172 | $734.9M | 31,398,771 | 17 | 78 | 39 | 0.0% |
| Q2 2025 | 168 | $659.1M | 28,255,796 | 17 | 68 | 50 | 0.0% |
| Q1 2025 | 161 | $665.6M | 28,701,812 | 14 | 83 | 35 | 0.0% |
| Q4 2024 | 148 | $563.7M | 24,215,028 | 14 | 84 | 27 | 0.0% |
| Q3 2024 | 139 | $403.3M | 17,194,743 | 22 | 69 | 27 | 0.0% |
| Q2 2024 | 124 | $324.1M | 14,047,652 | 21 | 61 | 27 | 0.0% |
| Q1 2024 | 105 | $332.9M | 14,363,158 | 17 | 57 | 12 | 0.0% |
| Q4 2023 | 102 | $227.7M | 9,843,809 | 13 | 49 | 22 | 0.0% |
| Q3 2023 | 86 | $164.5M | 7,268,432 | 10 | 50 | 14 | 0.0% |
| Q2 2023 | 80 | $163.4M | 7,164,590 | 13 | 33 | 20 | 0.0% |
| Q1 2023 | 72 | $137.7M | 6,021,704 | 14 | 37 | 7 | 0.0% |
| Q4 2022 | 62 | $119.2M | 5,285,246 | 13 | 22 | 17 | 0.0% |
| Q3 2022 | 64 | $94.4M | 4,312,796 | 9 | 22 | 16 | 0.0% |
| Q2 2022 | 60 | $86.9M | 3,910,658 | 10 | 19 | 19 | 0.0% |
| Q1 2022 | 55 | $121.9M | 4,986,696 | 10 | 27 | 9 | 0.0% |
| Q4 2021 | 50 | $96.3M | 3,757,572 | 8 | 28 | 5 | 0.0% |
| Q3 2021 | 38 | $54.1M | 2,107,698 | 5 | 17 | 9 | 0.0% |
| Q2 2021 | 36 | $37.2M | 1,441,557 | 8 | 18 | 5 | 0.0% |
| Q1 2021 | 34 | $33.4M | 1,305,682 | 6 | 14 | 10 | 0.0% |
| Q4 2020 | 29 | $23.9M | 933,491 | 10 | 12 | 5 | 0.0% |
| Q3 2020 | 22 | $22.6M | 919,780 | 2 | 9 | 6 | 0.0% |
| Q2 2020 | 21 | $38.3M | 1,611,463 | 3 | 9 | 8 | 0.0% |
| Q1 2020 | 25 | $38.5M | 1,744,219 | 5 | 11 | 4 | 0.0% |
| Q4 2019 | 21 | $33.1M | 1,265,142 | 10 | 6 | 1 | 0.0% |
| Q3 2019 | 13 | $9.1M | 353,251 | 4 | 3 | 2 | 0.0% |
| Q2 2019 | 9 | $13.1M | 509,407 | 0 | 5 | 0 | 0.0% |
| Q1 2019 | 9 | $2.7M | 106,701 | 6 | 2 | 0 | 0.0% |
| Q4 2018 | 4 | $869.0K | 37,016 | 0 | 0 | 0 | 0.0% |