INVESCO EXCH TRD SLF IDX FD (BSJV)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
47
Reporting holders
$46.9M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | $8.1M | 307,346 | 0.05% | 6q | +15.2%+$1.1M |
| LPL Financial LLC | $7.6M | 288,465 | 0.00% | 10q | +15.8%+$1.0M |
| MORGAN STANLEY | $4.0M | 153,886 | 0.00% | 10q | +67.9%+$1.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $3.4M | 128,318 | 0.00% | new | NEW |
| SFE Investment Counsel | $3.0M | 114,822 | 0.41% | 4q | +25.1%+$604.2K |
| Concurrent Investment Advisors, LLC | $2.6M | 100,795 | 0.02% | 11q | -5.9%-$166.0K |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 100,102 | 0.00% | 7q | +31.1%+$622.8K |
| ROYAL BANK OF CANADA | $1.3M | 50,410 | 0.00% | 5q | +5.2%+$64.9K |
| LBMC INVESTMENT ADVISORS, LLC | $1.3M | 49,761 | 0.07% | 2q | HELD |
| MONECO ADVISORS, LLC | $1.3M | 49,222 | 0.08% | 9q | +3.7%+$45.8K |
| Ark Wealth Advisors LLC | $1.3M | 48,568 | 1.13% | 2q | +25.6%+$260.0K |
| OSAIC HOLDINGS, INC. | $1.3M | 48,469 | 0.00% | 11q | +41.7%+$374.6K |
| BANK OF AMERICA CORP /DE/ | $1.0M | 39,173 | 0.00% | 10q | +3.9%+$38.6K |
| JONES FINANCIAL COMPANIES LLLP | $897.6K | 34,335 | 0.00% | 2q | +1517.3%+$842.1K |
| Jessup Wealth Management, Inc | $822.7K | 31,342 | 0.25% | 3q | -1.8%-$15.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $580.3K | 22,107 | 0.01% | 3q | -10.7%-$69.9K |
| Cetera Investment Advisers | $502.1K | 19,128 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $462.1K | 17,602 | 0.00% | new | NEW |
| VestGen Advisors, LLC | $460.1K | 17,526 | 0.01% | 5q | +10.3%+$42.9K |
| Modern Wealth Management, LLC | $442.8K | 16,867 | 0.01% | 4q | HELD |
| 4Thought Financial Group Inc. | $437.0K | 16,646 | 0.21% | 11q | +4.9%+$20.3K |
| HARBOUR INVESTMENTS, INC. | $384.8K | 14,660 | 0.01% | 4q | -1.3%-$4.9K |
| Farther Finance Advisors, LLC | $311.1K | 11,850 | 0.00% | 3q | +13.1%+$35.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $277.0K | 10,553 | 0.00% | 3q | +4.8%+$12.6K |
| UBS Group AG | $262.9K | 10,016 | 0.00% | 2q | +39.7%+$74.7K |
| Alaska Wealth Advisors, LLC | $250.5K | 9,543 | 0.03% | 3q | +1.7%+$4.1K |
| Wealth Quarterback LLC | $248.5K | 9,468 | 0.08% | 2q | +17.3%+$36.7K |
| IMA Advisory Services, Inc. | $247.8K | 9,440 | 0.02% | 6q | HELD |
| HUB Investment Partners, LLC | $244.5K | 9,315 | 0.00% | 7q | +5.7%+$13.1K |
| Tassel Capital Management, Inc. | $223.0K | 8,495 | 0.10% | new | NEW |
| HOWARD WEALTH MANAGEMENT, LLC | $211.7K | 8,065 | 0.08% | 3q | HELD |
| Legacy Financial Group LLC | $210.6K | 8,023 | 0.02% | new | NEW |
| Alaska Permanent Capital Management, LLC | $196.2K | 7,504 | 0.01% | 4q | HELD |
| Key Financial Inc | $168.0K | 6,400 | 0.03% | 9q | HELD |
| Geneos Wealth Management Inc. | $80.6K | 3,070 | 0.00% | 7q | -19.3%-$19.3K |
| Larson Financial Group LLC | $57.4K | 2,185 | 0.00% | 6q | +21.1%+$10.0K |
| Topsail Wealth Management, LLC | $26.9K | 1,025 | 0.00% | 2q | +17.8%+$4.1K |
| Asset Dedication, LLC | $20.1K | 765 | 0.00% | 2q | HELD |
| Keating Financial Advisory Services, Inc. | $9.6K | 365 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $4.7K | 180 | 0.00% | 2q | +15.4% |
| Steward Partners Investment Advisory, LLC | $4.1K | 157 | 0.00% | 8q | HELD |
| Community Financial Services Group, LLC | $3.3K | 125 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $1.8K | 68 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $1.4K | 53 | 0.00% | 9q | HELD |
| RHL GROUP, LLC | $962 | 37 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $750 | 28,584 | 0.00% | 6q | +9.1% |
| Glass Jacobson Investment Advisors llc | $110 | 4 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $21 | 1 | 0.00% | 6q | -50.0% |
| Capital Analysts, LLC | $10 | 370 | 0.00% | 8q | 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 | 47 | $46.9M | 1,786,257 | 6 | 22 | 6 | 0.0% |
| Q1 2026 | 46 | $44.3M | 1,697,517 | 11 | 20 | 4 | 0.0% |
| Q4 2025 | 38 | $37.7M | 1,410,118 | 10 | 12 | 4 | 0.0% |
| Q3 2025 | 29 | $26.3M | 980,071 | 8 | 7 | 6 | 0.0% |
| Q2 2025 | 21 | $19.5M | 729,576 | 2 | 8 | 5 | 0.0% |
| Q1 2025 | 24 | $18.1M | 694,527 | 8 | 11 | 2 | 0.0% |
| Q4 2024 | 18 | $14.6M | 559,625 | 5 | 4 | 5 | 0.0% |
| Q3 2024 | 14 | $17.8M | 662,513 | 2 | 6 | 2 | 0.0% |
| Q2 2024 | 15 | $16.6M | 638,369 | 4 | 3 | 7 | 0.0% |
| Q1 2024 | 11 | $27.9M | 1,059,500 | 7 | 2 | 1 | 0.0% |
| Q4 2023 | 4 | $5.4M | 205,593 | 2 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $1.7M | 292,672 | 2 | 0 | 0 | 0.0% |