DOSSIER · 13F Holders · Q2 2026
BSJT

INVESCO EXCH TRD SLF IDX FD

129 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 46138J395·129 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$252M
visible holders
Holders
129
filers reporting
Concentration
26.76%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

129 institutions reported BSJT in Q2 2026. LPL Financial LLC leads at 26.8% 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
$67M3.2M0.02%Q2 2026
02
Legacy Financial Group LLC
CIK 0001834011
$19M917K2.18%Q2 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M854K0.00%Q2 2026
04
Cetera Investment Advisers
CIK 0001666741
$15M733K0.01%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M531K0.00%Q2 2026
06
UBS Group AG
CIK 0001610520
$10M493K0.00%Q2 2026
07
Equitable Holdings, Inc.
CIK 0001333986
$10M477K0.06%Q2 2026
08
MORGAN STANLEY
CIK 0000895421
$10M477K0.00%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M429K0.01%Q2 2026
10
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$9M425K0.01%Q2 2026
11
Leo Wealth, LLC
CIK 0001912202
$9M419K0.64%Q1 2026
12
Modern Wealth Management, LLC
CIK 0002001900
$9M409K0.15%Q1 2026
13
Avior Wealth Management, LLC
CIK 0001599868
$8M400K0.22%Q2 2026
14
SFE Investment Counsel
CIK 0001317784
$8M378K1.08%Q2 2026
15
Kaye Capital Management
CIK 0001111797
$8M356K2.94%Q2 2025
16
Stablepoint Partners, LLC
CIK 0002011237
$7M341K1.00%Q2 2026
17
BANTA ASSET MANAGEMENT LP
CIK 0001426960
$7M323K6.09%Q2 2026
18
IHT Wealth Management, LLC
CIK 0001697490
$6M274K0.12%Q2 2026
19
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$6M261K0.01%Q2 2026
20
Advisory Alpha, LLC
CIK 0001576762
$5M230K0.12%Q2 2026
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