INVESCO EXCH TRD SLF IDX FD (BSJS)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
133
Reporting holders
$446.1M
Reported value
0.0%
Held as options
-9
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 | $56.2M | 2,582,802 | 0.01% | 16q | +10.3%+$5.3M |
| RAYMOND JAMES FINANCIAL INC | $32.3M | 1,483,280 | 0.01% | 7q | -7.9%-$2.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $27.4M | 1,259,398 | 0.02% | 13q | +119.9%+$14.9M |
| MORGAN STANLEY | $27.2M | 1,250,796 | 0.00% | 20q | +4.1%+$1.1M |
| WELLS FARGO & COMPANY/MN | $27.0M | 1,239,662 | 0.00% | 21q | -47.6%-$24.5M |
| Cetera Investment Advisers | $19.0M | 873,931 | 0.02% | 10q | +15.7%+$2.6M |
| OSAIC HOLDINGS, INC. | $15.8M | 726,891 | 0.02% | 22q | +22.5%+$2.9M |
| Mirador Capital Partners LP | $12.2M | 560,921 | 1.49% | 2q | +2308.3%+$11.7M |
| CAPTRUST FINANCIAL ADVISORS | $12.0M | 550,103 | 0.02% | 7q | +10.1%+$1.1M |
| Ashton Thomas Private Wealth, LLC | $11.8M | 543,796 | 0.25% | 2q | +2.7%+$313.1K |
| HUB Investment Partners, LLC | $11.2M | 514,180 | 0.20% | 14q | +4.3%+$457.7K |
| Parkway Wealth Management Group, LLC | $10.2M | 467,842 | 1.17% | 3q | +0.6%+$61.2K |
| UBS Group AG | $9.9M | 454,105 | 0.00% | 18q | -23.1%-$3.0M |
| SFE Investment Counsel | $8.5M | 390,757 | 1.15% | 15q | +1.8%+$146.9K |
| BANTA ASSET MANAGEMENT LP | $7.2M | 333,370 | 6.47% | 10q | +0.6%+$40.2K |
| Advisory Alpha, LLC | $7.1M | 327,100 | 0.17% | 11q | +8.2%+$542.1K |
| Verity Asset Management, Inc. | $6.8M | 313,387 | 2.58% | 2q | +24.6%+$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 304,273 | 0.01% | 11q | +3.8%+$242.3K |
| AMERIPRISE FINANCIAL INC | $6.6M | 304,230 | 0.00% | 12q | -43.7%-$5.1M |
| GPM Growth Investors, Inc. | $5.2M | 239,447 | 2.17% | 9q | -6.1%-$339.8K |
| ENVESTNET ASSET MANAGEMENT INC | $5.1M | 235,729 | 0.00% | 13q | +4.0%+$195.8K |
| JONES FINANCIAL COMPANIES LLLP | $5.1M | 235,148 | 0.00% | 9q | +7.6%+$359.5K |
| MML INVESTORS SERVICES, LLC | $5.0M | 230,713 | 0.01% | 8q | +29.5%+$1.1M |
| JANE STREET GROUP, LLC | $4.7M | 214,541 | 0.00% | 3q | +605.6%+$4.0M |
| HOWARD WEALTH MANAGEMENT, LLC | $4.5M | 208,429 | 1.68% | 8q | +12.8%+$515.6K |
| BANK OF AMERICA CORP /DE/ | $4.5M | 205,059 | 0.00% | 20q | +16.1%+$619.8K |
| ROYAL BANK OF CANADA | $4.4M | 200,397 | 0.00% | 20q | -20.0%-$1.1M |
| Intrua Financial, LLC | $4.0M | 184,340 | 0.37% | 2q | +231.5%+$2.8M |
| Tower Research Capital LLC (TRC) | $3.9M | 178,219 | 0.09% | 4q | +94.3%+$1.9M |
| Pacific Wealth Strategies Group, Inc. | $3.4M | 157,603 | 1.97% | 8q | +32.6%+$842.1K |
| Prospera Financial Services Inc | $3.3M | 152,568 | 0.05% | 10q | HELD |
| Oder Investment Management, LLC | $3.0M | 135,898 | 1.99% | 7q | +17.1%+$431.0K |
| Equitable Holdings, Inc. | $2.6M | 121,236 | 0.02% | 12q | -35.8%-$1.5M |
| LBMC INVESTMENT ADVISORS, LLC | $2.4M | 111,946 | 0.13% | 2q | HELD |
| Strait & Sound Wealth Management LLC | $2.4M | 109,848 | 0.84% | 7q | +17.4%+$354.2K |
| Turning Point Benefit Group, Inc. | $2.4M | 108,839 | 1.02% | 6q | +66.1%+$941.7K |
| Ironwood Financial, llc | $2.3M | 103,581 | 0.35% | 15q | -2.0%-$45.1K |
| STIFEL FINANCIAL CORP | $2.2M | 103,215 | 0.00% | 11q | +2.5%+$54.4K |
| Invesco Ltd. | $2.0M | 93,835 | 0.00% | 8q | -9.5%-$213.0K |
| S.E.E.D. Planning Group LLC | $2.0M | 93,606 | 0.54% | 7q | +20.7%+$349.6K |
| Glass Jacobson Investment Advisors llc | $1.9M | 85,992 | 0.58% | 7q | +38.7%+$522.2K |
| Hennion & Walsh Asset Management, Inc. | $1.9M | 85,549 | 0.05% | 9q | -5.2%-$102.9K |
| NewEdge Advisors, LLC | $1.6M | 74,831 | 0.00% | new | NEW |
| Compound Planning, Inc. | $1.6M | 74,175 | 0.04% | 9q | HELD |
| Independent Wealth Advisors LLC | $1.5M | 71,279 | 1.40% | 3q | +4.7%+$69.3K |
| FCA CORP /TX | $1.5M | 69,274 | 0.37% | 12q | +20.6%+$257.1K |
| ASHTON THOMAS SECURITIES, LLC | $1.5M | 69,200 | 0.22% | 7q | HELD |
| Ark Wealth Advisors LLC | $1.5M | 68,975 | 1.33% | 3q | -11.0%-$184.7K |
| Sound Stewardship, LLC | $1.4M | 65,395 | 0.59% | 6q | +3.8%+$51.7K |
| Accurate Wealth Management, LLC | $1.3M | 57,497 | 0.12% | 2q | +255.1%+$900.9K |
| Foundations Investment Advisors, LLC | $1.2M | 57,031 | 0.01% | 8q | HELD |
| SHUFRO ROSE & CO LLC | $1.2M | 56,400 | 0.07% | 10q | +61.6%+$467.5K |
| HARBOUR INVESTMENTS, INC. | $1.2M | 56,202 | 0.02% | 9q | HELD |
| Altium Investment Strategies LLC | $1.2M | 54,672 | 1.72% | 2q | +237.6%+$839.2K |
| Integrated Wealth Concepts LLC | $1.2M | 54,676 | 0.01% | 7q | +43.3%+$359.0K |
| Segment Wealth Management, LLC | $1.2M | 53,585 | 0.06% | 12q | -1.0%-$11.4K |
| Kestra Advisory Services, LLC | $1.1M | 52,874 | 0.00% | 3q | +315.9%+$873.3K |
| Private Advisor Group, LLC | $1.1M | 51,344 | 0.01% | 6q | +33.1%+$277.4K |
| CITADEL ADVISORS LLC | $1.1M | 48,992 | 0.00% | 4q | -28.2%-$418.0K |
| Sidoxia Capital Management, LLC | $1.0M | 48,255 | 0.77% | 2q | +22.2%+$191.0K |
| Legacy Financial Group LLC | $1.0M | 46,330 | 0.11% | 8q | +7.6%+$71.5K |
| Vantage Point Financial LLC | $921.2K | 42,362 | 0.28% | 7q | +1.7%+$15.7K |
| Steward Partners Investment Advisory, LLC | $915.4K | 42,098 | 0.00% | 13q | -53.9%-$1.1M |
| Wagner Wealth Management, Corp | $906.6K | 41,693 | 0.73% | 3q | +9.8%+$81.2K |
| Altrius Capital Management Inc | $883.0K | 40,607 | 0.17% | 6q | -3.9%-$36.0K |
| OLD MISSION CAPITAL LLC | $875.1K | 40,243 | 0.01% | 3q | -79.1%-$3.3M |
| BROWN ADVISORY INC | $834.5K | 38,377 | 0.00% | 8q | HELD |
| AA Financial Advisors, LLC | $821.1K | 37,762 | 0.10% | 5q | +14.1%+$101.4K |
| Clearstead Advisors, LLC | $796.3K | 36,618 | 0.01% | 3q | -0.9%-$7.1K |
| Brookstone Capital Management | $783.4K | 36,026 | 0.01% | 11q | -9.8%-$85.0K |
| Farnam Financial LLC | $755.1K | 34,724 | 0.55% | new | NEW |
| Larson Financial Group LLC | $750.8K | 34,527 | 0.02% | 9q | +65.1%+$296.1K |
| Kovack Advisors, Inc. | $742.1K | 34,112 | 0.04% | 3q | -11.1%-$93.0K |
| Astoria Portfolio Advisors LLC. | $737.1K | 33,897 | 0.12% | 7q | -0.8%-$5.7K |
| Quad-Cities Investment Group, LLC | $724.6K | 33,321 | 0.26% | 5q | +138.5%+$420.8K |
| Key Financial Inc | $684.0K | 31,456 | 0.11% | 9q | +11.2%+$69.1K |
| Axim Planning & Wealth | $678.9K | 31,220 | 0.95% | 4q | -4.6%-$33.1K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $632.6K | 29,094 | 0.01% | 15q | -5.7%-$38.4K |
| Wealthspire Retirement, LLC | $628.3K | 28,892 | 0.03% | 4q | +90.9%+$299.2K |
| Private Advisory Group LLC | $627.4K | 28,851 | 0.03% | 10q | +1.2%+$7.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $605.4K | 27,842 | 0.01% | 6q | +20.0%+$101.1K |
| Ballew Advisors, Inc | $551.5K | 25,316 | 0.28% | 6q | HELD |
| Vermillion & White Wealth Management Group, LLC | $537.9K | 24,737 | 0.27% | 6q | +1.0%+$5.5K |
| Kraft, Davis & Associates, LLC | $523.8K | 24,069 | 0.11% | 11q | HELD |
| Valtinson Bruner Financial Planning LLC | $508.0K | 23,363 | 0.13% | 7q | HELD |
| VestGen Advisors, LLC | $503.9K | 23,174 | 0.01% | 6q | +9.6%+$44.0K |
| Topsail Wealth Management, LLC | $491.5K | 22,602 | 0.06% | 7q | HELD |
| Meriwether Wealth & Planning, LLC | $484.0K | 22,260 | 0.24% | 7q | HELD |
| AlphaStar Capital Management, LLC | $483.5K | 22,235 | 0.03% | 11q | +1.4%+$6.6K |
| Koss-Olinger Consulting, LLC | $480.4K | 22,091 | 0.04% | 7q | +1.5%+$7.1K |
| Carnegie Investment Counsel | $471.8K | 21,695 | 0.01% | 5q | -29.7%-$199.6K |
| 4Thought Financial Group Inc. | $449.3K | 20,662 | 0.21% | 22q | +4.8%+$20.7K |
| Net Worth Advisory Group | $420.8K | 19,351 | 0.11% | 8q | -31.4%-$192.7K |
| Tassel Capital Management, Inc. | $410.2K | 18,862 | 0.19% | 4q | +29.3%+$92.9K |
| Ledgewood Wealth Advisors, LLC | $409.7K | 18,842 | 0.22% | 11q | HELD |
| MGO ONE SEVEN LLC | $395.1K | 18,171 | 0.01% | 5q | +18.4%+$61.5K |
| OPPENHEIMER & CO INC | $371.6K | 17,087 | 0.00% | 8q | -1.5%-$5.5K |
| Farther Finance Advisors, LLC | $362.9K | 16,690 | 0.00% | 5q | +1.8%+$6.4K |
| J.W. COLE ADVISORS, INC. | $353.3K | 16,247 | 0.01% | new | NEW |
| Alaska Wealth Advisors, LLC | $333.6K | 15,343 | 0.04% | 5q | +1.5%+$5.0K |
Showing the largest 100 of 137 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 | 133 | $446.1M | 20,515,624 | 7 | 69 | 32 | 0.0% |
| Q1 2026 | 142 | $441.2M | 20,339,155 | 15 | 76 | 26 | 0.0% |
| Q4 2025 | 132 | $358.9M | 16,312,306 | 15 | 83 | 14 | 0.0% |
| Q3 2025 | 119 | $266.3M | 12,061,783 | 16 | 67 | 14 | 0.0% |
| Q2 2025 | 112 | $224.0M | 10,162,383 | 17 | 56 | 26 | 0.0% |
| Q1 2025 | 100 | $206.8M | 9,557,432 | 12 | 51 | 16 | 0.0% |
| Q4 2024 | 94 | $159.1M | 7,338,375 | 25 | 38 | 15 | 0.0% |
| Q3 2024 | 68 | $132.4M | 5,976,667 | 17 | 32 | 9 | 0.0% |
| Q2 2024 | 53 | $99.4M | 4,630,706 | 12 | 22 | 11 | 0.0% |
| Q1 2024 | 46 | $96.3M | 4,444,606 | 11 | 26 | 6 | 0.0% |
| Q4 2023 | 40 | $64.0M | 2,953,386 | 8 | 21 | 5 | 0.0% |
| Q3 2023 | 33 | $43.7M | 2,121,339 | 6 | 20 | 1 | 0.0% |
| Q2 2023 | 32 | $29.4M | 1,401,435 | 11 | 12 | 6 | 0.0% |
| Q1 2023 | 25 | $16.8M | 794,315 | 7 | 10 | 4 | 0.0% |
| Q4 2022 | 21 | $11.4M | 548,748 | 5 | 7 | 7 | 0.0% |
| Q3 2022 | 19 | $11.5M | 572,297 | 5 | 3 | 4 | 0.0% |
| Q2 2022 | 14 | $10.5M | 500,413 | 3 | 6 | 2 | 0.0% |
| Q1 2022 | 12 | $8.6M | 361,570 | 1 | 6 | 2 | 0.0% |
| Q4 2021 | 16 | $13.9M | 549,586 | 2 | 10 | 1 | 0.0% |
| Q3 2021 | 12 | $8.6M | 338,434 | 4 | 4 | 2 | 0.0% |
| Q2 2021 | 9 | $8.1M | 317,349 | 3 | 4 | 1 | 0.0% |
| Q1 2021 | 6 | $4.7M | 184,037 | 3 | 0 | 2 | 0.0% |
| Q4 2020 | 2 | $4.1M | 160,494 | 1 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $4.7M | 190,709 | 2 | 0 | 0 | 0.0% |