13F Insight
DOSSIER · 13F Holders · Q2 2026
BSJS

INVESCO EXCH TRD SLF IDX FD

148 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J452·148 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$327M
visible holders
Holders
148
filers reporting
Concentration
17.16%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

148 institutions reported BSJS in Q2 2026. LPL Financial LLC leads at 17.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$56M2.6M0.01%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$32M1.5M0.01%Q2 202603
Mirador Capital Partners LP
CIK 0001633446
$30M1.4M3.46%Q3 202604
MORGAN STANLEY
CIK 0000895421
$27M1.3M0.00%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$27M1.2M0.00%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$19M874K0.02%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M727K0.02%Q2 202608
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$14M630K0.02%Q2 202609
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$12M550K0.02%Q2 202610
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$12M544K0.25%Q2 202611
HUB Investment Partners, LLC
CIK 0001841815
$11M514K0.20%Q2 202612
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M474K1.17%Q3 202613
UBS Group AG
CIK 0001610520
$10M454K0.00%Q2 202614
SFE Investment Counsel
CIK 0001317784
$8M391K1.15%Q2 202615
Leo Wealth, LLC
CIK 0001912202
$8M384K0.60%Q1 202616
BANTA ASSET MANAGEMENT LP
CIK 0001426960
$7M333K6.47%Q2 202617
Advisory Alpha, LLC
CIK 0001576762
$7M327K0.17%Q2 202618
ROVIN CAPITAL /UT/ /ADV
CIK 0001059057
$7M313K1.83%Q4 202519
Verity Asset Management, Inc.
CIK 0001597298
$7M313K2.58%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M304K0.01%Q2 2026
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