INVESCO EXCH TRD SLF IDX FD (BSJU)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
71
Reporting holders
$188.1M
Reported value
0.0%
Held as options
-2
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 | $26.8M | 1,037,638 | 0.01% | 11q | +66.2%+$10.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $20.4M | 790,328 | 0.01% | 5q | +108.9%+$10.6M |
| Legacy Financial Group LLC | $16.6M | 645,037 | 1.87% | 6q | +15.0%+$2.2M |
| Trinity Legacy Partners, LLC | $10.0M | 387,313 | 2.00% | 8q | +6.9%+$647.6K |
| Equitable Holdings, Inc. | $9.8M | 377,986 | 0.06% | 10q | +12.9%+$1.1M |
| RPg Family Wealth Advisory, LLC | $7.7M | 299,958 | 0.72% | 11q | HELD |
| SFE Investment Counsel | $7.1M | 274,568 | 0.96% | 10q | +9.6%+$621.5K |
| OSAIC HOLDINGS, INC. | $6.6M | 255,425 | 0.01% | 15q | +71.0%+$2.7M |
| GPM Growth Investors, Inc. | $6.5M | 251,932 | 2.72% | 3q | +15.6%+$876.1K |
| Steward Partners Investment Advisory, LLC | $5.8M | 225,239 | 0.03% | 8q | +30.1%+$1.3M |
| MORGAN STANLEY | $5.7M | 222,549 | 0.00% | 10q | +10.4%+$540.6K |
| Cetera Investment Advisers | $5.6M | 217,271 | 0.01% | 3q | +25.4%+$1.1M |
| AMERIPRISE FINANCIAL INC | $4.3M | 165,411 | 0.00% | 7q | -37.6%-$2.6M |
| HOWARD WEALTH MANAGEMENT, LLC | $4.2M | 160,988 | 1.54% | 4q | +11.9%+$441.1K |
| RAYMOND JAMES FINANCIAL INC | $4.0M | 156,880 | 0.00% | 7q | +12.1%+$436.1K |
| JONES FINANCIAL COMPANIES LLLP | $4.0M | 154,350 | 0.00% | 6q | +35.9%+$1.1M |
| Advisory Alpha, LLC | $3.8M | 148,157 | 0.09% | 3q | +1.1%+$40.9K |
| WELLS FARGO & COMPANY/MN | $3.6M | 139,278 | 0.00% | 14q | -36.9%-$2.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 127,338 | 0.00% | 13q | HELD |
| Turning Point Benefit Group, Inc. | $2.4M | 93,853 | 1.04% | 3q | +63.7%+$942.5K |
| LBMC INVESTMENT ADVISORS, LLC | $2.4M | 91,126 | 0.13% | 2q | HELD |
| Milestones Private Investment Advisors LLC | $2.4M | 91,115 | 1.87% | 5q | -0.8%-$19.4K |
| HARBOUR INVESTMENTS, INC. | $2.0M | 78,538 | 0.03% | 6q | +0.6%+$12.5K |
| BANK OF AMERICA CORP /DE/ | $1.8M | 70,474 | 0.00% | 11q | +21.4%+$320.2K |
| Prospera Financial Services Inc | $1.8M | 67,984 | 0.03% | 3q | +1.8%+$31.8K |
| NewEdge Advisors, LLC | $1.6M | 60,156 | 0.00% | new | NEW |
| Altrius Capital Management Inc | $1.6M | 60,133 | 0.29% | 4q | +0.7%+$10.5K |
| Tudor Financial Inc. | $1.4M | 27,936 | 0.31% | new | NEW |
| ROYAL BANK OF CANADA | $798.0K | 30,907 | 0.00% | 10q | +37.6%+$218.3K |
| Brookstone Capital Management | $786.0K | 30,451 | 0.01% | 3q | -0.7%-$5.2K |
| Private Advisory Group LLC | $687.8K | 26,647 | 0.04% | 2q | +14.9%+$88.9K |
| Axim Planning & Wealth | $685.1K | 26,541 | 0.96% | 3q | -2.1%-$14.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $679.0K | 26,307 | 0.01% | 4q | +23.6%+$129.5K |
| UBS Group AG | $661.9K | 25,645 | 0.00% | 14q | +1.1%+$7.0K |
| Keel Point, LLC | $654.4K | 25,352 | 0.04% | 5q | +22.6%+$120.8K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $649.6K | 25,166 | 0.01% | 7q | -4.3%-$29.2K |
| Ark Wealth Advisors LLC | $606.5K | 23,497 | 0.54% | 3q | -3.3%-$20.5K |
| MGO ONE SEVEN LLC | $601.6K | 23,308 | 0.01% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $581.9K | 22,546 | 0.00% | 6q | +2.4%+$13.7K |
| VestGen Advisors, LLC | $511.2K | 19,806 | 0.01% | 6q | +12.0%+$54.7K |
| HUB Investment Partners, LLC | $504.7K | 19,555 | 0.01% | 14q | +3.3%+$16.1K |
| Simplicity Wealth,LLC | $464.6K | 18,001 | 0.02% | 2q | +75.7%+$200.1K |
| Segment Wealth Management, LLC | $457.6K | 17,730 | 0.02% | 7q | HELD |
| 4Thought Financial Group Inc. | $439.1K | 17,011 | 0.21% | 15q | +4.9%+$20.5K |
| Alaska Wealth Advisors, LLC | $389.0K | 15,072 | 0.04% | 4q | +1.7%+$6.7K |
| AlphaStar Capital Management, LLC | $387.2K | 15,003 | 0.02% | 3q | +0.5%+$1.9K |
| Topsail Wealth Management, LLC | $381.0K | 14,762 | 0.05% | 3q | +4.3%+$15.9K |
| CITADEL ADVISORS LLC | $375.4K | 14,543 | 0.00% | 2q | +5.3%+$18.9K |
| Clearstead Advisors, LLC | $369.8K | 14,325 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $357.6K | 13,853 | 0.00% | 5q | +5.9%+$20.0K |
| Tassel Capital Management, Inc. | $327.9K | 12,704 | 0.15% | new | NEW |
| Valtinson Bruner Financial Planning LLC | $304.4K | 11,795 | 0.08% | 3q | +15.4%+$40.5K |
| Geneos Wealth Management Inc. | $268.5K | 10,404 | 0.01% | 7q | +93.7%+$129.9K |
| Meriwether Wealth & Planning, LLC | $257.5K | 9,975 | 0.13% | 3q | HELD |
| Wealth Quarterback LLC | $244.8K | 9,486 | 0.08% | 2q | +17.9%+$37.2K |
| Net Worth Advisory Group | $236.9K | 9,179 | 0.06% | 2q | -32.2%-$112.4K |
| Savvy Advisors, Inc. | $222.2K | 8,607 | 0.00% | new | NEW |
| IMA Advisory Services, Inc. | $219.2K | 8,494 | 0.01% | 6q | HELD |
| Alaska Permanent Capital Management, LLC | $212.1K | 8,229 | 0.01% | 5q | HELD |
| Key Financial Inc | $211.8K | 8,205 | 0.03% | 9q | HELD |
| Keating Financial Advisory Services, Inc. | $147.8K | 5,725 | 0.02% | 3q | HELD |
| Integrated Wealth Concepts LLC | $135.5K | 5,251 | 0.00% | new | NEW |
| Larson Financial Group LLC | $70.0K | 2,712 | 0.00% | 8q | +0.7% |
| GILPIN WEALTH MANAGEMENT, LLC | $52.8K | 2,044 | 0.04% | 3q | HELD |
| Asset Dedication, LLC | $44.5K | 1,724 | 0.00% | 2q | -57.4%-$59.9K |
| BITTERROOT CAPITAL ADVISORS LLC | $25.0K | 970 | 0.02% | 3q | +1.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $19.4K | 753 | 0.00% | new | NEW |
| Community Financial Services Group, LLC | $3.2K | 125 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $2.2K | 86 | 0.00% | 3q | HELD |
| Aptus Capital Advisors, LLC | $1.4K | 55 | 0.00% | 9q | HELD |
| Cambridge Investment Research Advisors, Inc. | $669 | 25,906 | 0.00% | 10q | -2.4% |
| Capital Analysts, LLC | $400 | 15,479 | 0.01% | 11q | HELD |
| Glass Jacobson Investment Advisors llc | $108 | 4 | 0.00% | 3q | HELD |
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 | 71 | $188.1M | 7,261,516 | 6 | 40 | 9 | 0.0% |
| Q1 2026 | 73 | $154.1M | 6,011,010 | 12 | 43 | 10 | 0.0% |
| Q4 2025 | 70 | $132.0M | 5,055,543 | 20 | 32 | 9 | 0.0% |
| Q3 2025 | 47 | $95.2M | 3,643,150 | 8 | 22 | 5 | 0.0% |
| Q2 2025 | 42 | $85.5M | 3,286,575 | 6 | 20 | 5 | 0.0% |
| Q1 2025 | 39 | $48.2M | 1,887,120 | 8 | 18 | 3 | 0.0% |
| Q4 2024 | 32 | $40.2M | 1,566,181 | 5 | 13 | 6 | 0.0% |
| Q3 2024 | 28 | $33.2M | 1,260,058 | 8 | 8 | 4 | 0.0% |
| Q2 2024 | 21 | $19.1M | 750,531 | 5 | 8 | 4 | 0.0% |
| Q1 2024 | 18 | $30.7M | 1,199,527 | 7 | 7 | 4 | 0.0% |
| Q4 2023 | 11 | $11.5M | 451,837 | 4 | 5 | 2 | 0.0% |
| Q3 2023 | 8 | $3.1M | 129,588 | 1 | 4 | 2 | 0.0% |
| Q2 2023 | 9 | $3.2M | 127,494 | 2 | 2 | 3 | 0.0% |
| Q1 2023 | 7 | $4.5M | 179,993 | 3 | 2 | 1 | 0.0% |
| Q4 2022 | 4 | $852.1K | 69,665 | 4 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $3.0K | 118 | 1 | 0 | 0 | 0.0% |