13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
BSJT

INVESCO EXCH TRD SLF IDX FD

116 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 46138J395·116 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.2%
vs prior quarter
13F value held
$233M
48.0% inst. owned
of float
Holders
116
-62 QoQ
filers reporting
Activity
+63 / −6
+958 added · −868 reduced
this quarter
Concentration
26.04%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

116 institutions reported BSJT in Q1 2026. LPL Financial LLC leads at 26.0% of the visible book. -62 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$61M2.9M0.02%Q1 202602
Legacy Financial Group LLC
CIK 0001834011
$18M841K2.22%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M800K0.00%Q1 202604
Equitable Holdings, Inc.
CIK 0001333986
$13M602K0.08%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$12M581K0.01%Q1 202606
UBS Group AG
CIK 0001610520
$10M484K0.00%Q1 202607
Leo Wealth, LLC
CIK 0001912202
$9M419K0.64%Q1 202608
MORGAN STANLEY
CIK 0000895421
$9M415K0.00%Q1 202609
Modern Wealth Management, LLC
CIK 0002001900
$9M409K0.15%Q1 202610
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$8M404K0.01%Q1 202611
IHT Wealth Management, LLC
CIK 0001697490
$8M391K0.19%Q1 202612
SFE Investment Counsel
CIK 0001317784
$8M366K1.21%Q1 202613
Kaye Capital Management
CIK 0001111797
$8M356K2.94%Q2 202514
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M360K0.01%Q1 202615
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$7M348K0.01%Q1 202616
IMA Advisory Services, Inc.
CIK 0001455495
$7M330K0.68%Q1 202617
Stablepoint Partners, LLC
CIK 0002011237
$7M319K1.00%Q1 202618
BANTA ASSET MANAGEMENT LP
CIK 0001426960
$7M319K6.74%Q1 202619
Advisory Alpha, LLC
CIK 0001576762
$5M218K0.13%Q1 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M196K0.00%Q1 2026
Page 1 of 6
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