INVESCO EXCH TRD SLF IDX FD (BSJT)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
113
Reporting holders
$334.3M
Reported value
0.0%
Held as options
+5
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 | $67.4M | 3,190,068 | 0.02% | 12q | +10.8%+$6.6M |
| Legacy Financial Group LLC | $19.4M | 916,872 | 2.18% | 9q | +9.1%+$1.6M |
| WELLS FARGO & COMPANY/MN | $18.1M | 854,287 | 0.00% | 19q | -46.6%-$15.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $18.0M | 850,124 | 0.01% | 10q | +110.6%+$9.4M |
| Cetera Investment Advisers | $15.5M | 733,237 | 0.01% | 9q | +26.3%+$3.2M |
| RAYMOND JAMES FINANCIAL INC | $11.2M | 530,950 | 0.00% | 7q | +184.4%+$7.3M |
| UBS Group AG | $10.4M | 493,312 | 0.00% | 13q | +2.0%+$204.0K |
| Equitable Holdings, Inc. | $10.1M | 477,171 | 0.06% | 11q | -20.8%-$2.6M |
| MORGAN STANLEY | $10.1M | 476,655 | 0.00% | 16q | +14.8%+$1.3M |
| OSAIC HOLDINGS, INC. | $9.1M | 429,143 | 0.01% | 18q | +19.3%+$1.5M |
| Modern Wealth Management, LLC | $8.7M | 413,738 | 0.10% | 5q | +1.2%+$102.3K |
| Avior Wealth Management, LLC | $8.4M | 399,608 | 0.22% | new | NEW |
| SFE Investment Counsel | $8.0M | 378,154 | 1.08% | 11q | +3.3%+$254.2K |
| Stablepoint Partners, LLC | $7.2M | 340,722 | 1.00% | 2q | +6.7%+$455.0K |
| BANTA ASSET MANAGEMENT LP | $6.8M | 322,870 | 6.09% | 3q | +1.3%+$89.8K |
| IHT Wealth Management, LLC | $5.8M | 273,721 | 0.12% | 3q | -30.0%-$2.5M |
| CAPTRUST FINANCIAL ADVISORS | $5.5M | 261,376 | 0.01% | 4q | -25.0%-$1.8M |
| Advisory Alpha, LLC | $4.9M | 229,603 | 0.12% | 7q | +5.5%+$252.4K |
| JONES FINANCIAL COMPANIES LLLP | $4.7M | 221,527 | 0.00% | 6q | +13.3%+$547.7K |
| HOWARD WEALTH MANAGEMENT, LLC | $4.4M | 207,945 | 1.62% | 8q | +12.4%+$483.6K |
| ROYAL BANK OF CANADA | $3.7M | 176,754 | 0.00% | 10q | +4.2%+$151.6K |
| Oder Investment Management, LLC | $3.6M | 172,234 | 2.44% | 3q | +18.5%+$567.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 160,565 | 0.00% | 8q | +39.8%+$965.1K |
| Pacific Wealth Strategies Group, Inc. | $3.3M | 156,249 | 1.90% | 5q | +104.8%+$1.7M |
| F/m Investments LLC | $3.1M | 146,475 | 0.16% | new | NEW |
| Prospera Financial Services Inc | $3.0M | 140,130 | 0.04% | 7q | +0.7%+$20.9K |
| AMERIPRISE FINANCIAL INC | $2.7M | 128,185 | 0.00% | 7q | -37.1%-$1.6M |
| BANK OF AMERICA CORP /DE/ | $2.5M | 120,133 | 0.00% | 15q | +4.9%+$118.3K |
| LBMC INVESTMENT ADVISORS, LLC | $2.4M | 115,583 | 0.13% | 2q | HELD |
| Turning Point Benefit Group, Inc. | $2.4M | 112,136 | 1.02% | 6q | +65.6%+$938.7K |
| Tower Research Capital LLC (TRC) | $2.1M | 99,217 | 0.05% | 2q | +188.5%+$1.4M |
| S.E.E.D. Planning Group LLC | $2.0M | 93,701 | 0.52% | 2q | +22.1%+$357.8K |
| MONECO ADVISORS, LLC | $2.0M | 93,213 | 0.12% | 12q | -1.8%-$36.2K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.9M | 91,705 | 0.07% | new | NEW |
| PRIVATE CLIENT SERVICES, LLC | $1.6M | 77,171 | 0.43% | 5q | -35.5%-$897.5K |
| NewEdge Advisors, LLC | $1.6M | 75,177 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $1.5M | 71,895 | 0.02% | 8q | +1.3%+$19.2K |
| ASHTON THOMAS SECURITIES, LLC | $1.5M | 69,705 | 0.22% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 68,165 | 0.00% | 10q | -4.9%-$73.7K |
| SEAVIEW INVESTMENT MANAGERS LLC | $1.4M | 67,629 | 0.43% | 4q | +38.6%+$397.9K |
| HUB Investment Partners, LLC | $1.3M | 62,312 | 0.02% | 14q | +4.0%+$50.3K |
| Sound Stewardship, LLC | $1.3M | 61,115 | 0.53% | 3q | +13.0%+$148.5K |
| Tudor Financial Inc. | $1.2M | 30,313 | 0.28% | new | NEW |
| OLD MISSION CAPITAL LLC | $1.1M | 54,139 | 0.02% | new | NEW |
| Compound Planning, Inc. | $1.1M | 52,624 | 0.03% | 9q | HELD |
| Altrius Capital Management Inc | $1.1M | 50,434 | 0.20% | 3q | +76.3%+$461.2K |
| Hennion & Walsh Asset Management, Inc. | $1.0M | 48,387 | 0.03% | 5q | +3.7%+$36.4K |
| Astoria Portfolio Advisors LLC. | $943.8K | 44,664 | 0.16% | 7q | -0.5%-$4.8K |
| Verity Asset Management, Inc. | $928.0K | 43,917 | 0.35% | new | NEW |
| Intrua Financial, LLC | $922.4K | 43,653 | 0.08% | 2q | +5.6%+$48.9K |
| Ark Wealth Advisors LLC | $904.1K | 42,788 | 0.80% | 3q | -3.3%-$30.5K |
| Segment Wealth Management, LLC | $899.5K | 42,570 | 0.05% | 10q | HELD |
| Wagner Wealth Management, Corp | $832.7K | 39,409 | 0.67% | 3q | +11.2%+$84.2K |
| Brookstone Capital Management | $812.9K | 38,469 | 0.01% | 7q | +3.1%+$24.7K |
| Clearstead Advisors, LLC | $798.6K | 37,797 | 0.01% | 3q | -0.8%-$6.7K |
| Axim Planning & Wealth | $688.1K | 32,565 | 0.96% | 4q | -3.6%-$26.0K |
| Vermillion & White Wealth Management Group, LLC | $687.8K | 32,549 | 0.35% | 6q | +1.3%+$8.8K |
| Private Advisory Group LLC | $686.8K | 32,502 | 0.04% | 6q | +45.6%+$215.1K |
| Vantage Point Financial LLC | $684.0K | 32,373 | 0.21% | 7q | +4.6%+$30.0K |
| Tassel Capital Management, Inc. | $626.3K | 29,641 | 0.29% | 4q | +76.4%+$271.3K |
| Integrated Wealth Concepts LLC | $620.7K | 29,377 | 0.00% | 3q | +70.3%+$256.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $611.1K | 28,923 | 0.01% | 11q | -6.8%-$44.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $604.3K | 28,598 | 0.01% | 6q | +19.8%+$100.0K |
| Topsail Wealth Management, LLC | $595.0K | 28,161 | 0.08% | 7q | +1.1%+$6.5K |
| CITADEL ADVISORS LLC | $540.0K | 25,557 | 0.00% | 2q | +68.8%+$220.1K |
| SAX WEALTH ADVISORS, LLC | $538.5K | 25,600 | 0.02% | 3q | HELD |
| Key Financial Inc | $536.5K | 25,392 | 0.09% | 9q | +18.7%+$84.4K |
| Kestra Advisory Services, LLC | $530.5K | 25,106 | 0.00% | new | NEW |
| VestGen Advisors, LLC | $508.2K | 24,052 | 0.01% | 6q | +9.5%+$44.0K |
| Farnam Financial LLC | $480.2K | 22,724 | 0.35% | new | NEW |
| BROWN ADVISORY INC | $441.0K | 20,870 | 0.00% | 5q | -29.7%-$186.7K |
| 4Thought Financial Group Inc. | $435.9K | 20,631 | 0.20% | 17q | +4.9%+$20.5K |
| FCA CORP /TX | $433.6K | 20,520 | 0.11% | 4q | +12.4%+$47.9K |
| Carnegie Investment Counsel | $414.8K | 19,629 | 0.01% | 4q | -40.6%-$283.1K |
| AlphaStar Capital Management, LLC | $398.4K | 18,855 | 0.03% | 7q | +1.3%+$5.0K |
| Net Worth Advisory Group | $374.7K | 17,733 | 0.09% | 6q | -35.9%-$210.2K |
| STIFEL FINANCIAL CORP | $374.0K | 17,701 | 0.00% | 6q | -42.8%-$279.5K |
| Ironwood Financial, llc | $366.5K | 17,364 | 0.06% | 7q | +5.3%+$18.3K |
| Farther Finance Advisors, LLC | $363.1K | 17,185 | 0.00% | 5q | +2.5%+$9.0K |
| Alaska Wealth Advisors, LLC | $334.2K | 15,816 | 0.04% | 4q | +1.6%+$5.4K |
| Valtinson Bruner Financial Planning LLC | $313.5K | 14,837 | 0.08% | 6q | +0.5%+$1.6K |
| Steward Partners Investment Advisory, LLC | $297.4K | 14,075 | 0.00% | 9q | -55.7%-$374.6K |
| Asset Dedication, LLC | $283.1K | 13,398 | 0.02% | 5q | -43.8%-$221.0K |
| Cambridge Financial Group, LLC | $283.1K | 13,398 | 0.09% | 5q | -43.8%-$221.0K |
| TD Waterhouse Canada Inc. | $268.2K | 12,700 | 0.00% | 2q | +209.8%+$181.6K |
| Meriwether Wealth & Planning, LLC | $267.8K | 12,675 | 0.13% | 5q | HELD |
| Bradley & Co. Private Wealth Management, LLC | $259.3K | 12,270 | 0.12% | 5q | HELD |
| Foundations Investment Advisors, LLC | $255.2K | 12,079 | 0.00% | 4q | +2.2%+$5.5K |
| Wealthspire Retirement, LLC | $252.9K | 11,968 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $247.1K | 11,694 | 0.00% | 5q | -93.5%-$3.6M |
| Atria Investments, Inc | $247.0K | 11,690 | 0.00% | 2q | +7.9%+$18.0K |
| Wealth Quarterback LLC | $243.5K | 11,523 | 0.08% | 2q | +14.9%+$31.6K |
| SHUFRO ROSE & CO LLC | $243.0K | 11,500 | 0.01% | new | NEW |
| J.W. COLE ADVISORS, INC. | $234.1K | 11,081 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $233.5K | 11,050 | 0.00% | 8q | HELD |
| MGO ONE SEVEN LLC | $232.4K | 11,001 | 0.00% | new | NEW |
| Advyzon Investment Management, LLC | $223.3K | 10,570 | 0.02% | 7q | -7.4%-$17.9K |
| &PARTNERS | $202.7K | 9,593 | 0.00% | new | NEW |
| Larson Financial Group LLC | $154.0K | 7,290 | 0.00% | 9q | +1.6%+$2.5K |
| Keating Financial Advisory Services, Inc. | $145.6K | 6,890 | 0.02% | 3q | HELD |
Showing the largest 100 of 117 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 | 113 | $334.3M | 15,795,300 | 16 | 57 | 24 | 0.0% |
| Q1 2026 | 108 | $319.9M | 15,191,855 | 15 | 58 | 21 | 0.0% |
| Q4 2025 | 98 | $262.3M | 12,197,671 | 13 | 59 | 16 | 0.0% |
| Q3 2025 | 84 | $206.6M | 9,580,006 | 13 | 48 | 12 | 0.0% |
| Q2 2025 | 81 | $190.2M | 8,840,718 | 18 | 39 | 13 | 0.0% |
| Q1 2025 | 66 | $142.7M | 6,770,328 | 15 | 38 | 6 | 0.0% |
| Q4 2024 | 54 | $94.0M | 4,394,752 | 16 | 26 | 4 | 0.0% |
| Q3 2024 | 39 | $71.2M | 3,260,279 | 8 | 26 | 3 | 0.0% |
| Q2 2024 | 32 | $47.0M | 2,242,782 | 11 | 12 | 5 | 0.0% |
| Q1 2024 | 21 | $26.7M | 1,258,541 | 4 | 11 | 6 | 0.0% |
| Q4 2023 | 19 | $14.3M | 672,833 | 7 | 10 | 2 | 0.0% |
| Q3 2023 | 13 | $6.5M | 325,339 | 3 | 5 | 2 | 0.0% |
| Q2 2023 | 12 | $7.1M | 349,405 | 3 | 3 | 1 | 0.0% |
| Q1 2023 | 12 | $6.1M | 298,940 | 5 | 5 | 0 | 0.0% |
| Q4 2022 | 8 | $4.2M | 213,011 | 1 | 4 | 0 | 0.0% |
| Q3 2022 | 10 | $3.9M | 200,179 | 3 | 2 | 1 | 0.0% |
| Q2 2022 | 7 | $7.0M | 352,412 | 1 | 4 | 0 | 0.0% |
| Q1 2022 | 7 | $6.2M | 272,104 | 3 | 1 | 3 | 0.0% |
| Q4 2021 | 6 | $3.7M | 148,791 | 5 | 0 | 1 | 0.0% |
| Q3 2021 | 1 | $780.0K | 31,434 | 1 | 0 | 0 | 0.0% |