13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
BSJR

INVESCO EXCH TRD SLF IDX FD

178 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J585·178 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.6%
vs prior quarter
13F value held
$374M
57.0% inst. owned
of float
Holders
178
+45 QoQ
filers reporting
Activity
+96 / −18
+933 added · −809 reduced
this quarter
Concentration
13.48%
Mirador Capital Partners LP #1
top holder share
AI Holders Summary · Q1 2026

178 institutions reported BSJR in Q1 2026. Mirador Capital Partners LP leads at 13.5% of the visible book. +45 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Mirador Capital Partners LP
CIK 0001633446
$50M2.3M7.13%Q1 202602
LPL Financial LLC
CIK 0001403438
$44M2.0M0.01%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$36M1.6M0.04%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$30M1.4M0.01%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$26M1.2M0.01%Q1 202606
MORGAN STANLEY
CIK 0000895421
$25M1.1M0.00%Q1 202607
Larson Financial Group LLC
CIK 0001731061
$21M960K0.69%Q1 202608
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$17M766K0.41%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M662K0.02%Q1 202610
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$14M618K0.02%Q1 202611
UBS Group AG
CIK 0001610520
$13M583K0.00%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M537K0.00%Q1 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$11M492K0.02%Q1 202614
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M454K1.29%Q1 202615
Advisory Alpha, LLC
CIK 0001576762
$10M432K0.26%Q1 202616
Ironwood Financial, llc
CIK 0001630360
$8M366K1.43%Q1 202617
SFE Investment Counsel
CIK 0001317784
$8M360K1.27%Q1 202618
Intrua Financial, LLC
CIK 0001812792
$8M351K0.81%Q1 202619
BANTA ASSET MANAGEMENT LP
CIK 0001426960
$7M327K7.35%Q1 202620
Verity Asset Management, Inc.
CIK 0001597298
$7M318K2.98%Q1 2026
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