DOSSIER · 13F Holders · Q2 2026
BSJU

INVESCO EXCH TRD SLF IDX FD

80 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 46139W841·80 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$149M
visible holders
Holders
80
filers reporting
Concentration
18.00%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

80 institutions reported BSJU in Q2 2026. LPL Financial LLC leads at 18.0% 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
$27M1.0M0.01%Q2 2026
02
Legacy Financial Group LLC
CIK 0001834011
$17M645K1.87%Q2 2026
03
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$10M395K0.01%Q2 2026
04
Trinity Legacy Partners, LLC
CIK 0001652529
$10M387K2.00%Q2 2026
05
Equitable Holdings, Inc.
CIK 0001333986
$10M378K0.06%Q2 2026
06
RPg Family Wealth Advisory, LLC
CIK 0001569884
$8M300K0.72%Q2 2026
07
SFE Investment Counsel
CIK 0001317784
$7M275K0.96%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M255K0.01%Q2 2026
09
GPM Growth Investors, Inc.
CIK 0001799367
$7M252K2.72%Q2 2026
10
Steward Partners Investment Advisory, LLC
CIK 0001723397
$6M225K0.03%Q2 2026
11
MORGAN STANLEY
CIK 0000895421
$6M223K0.00%Q2 2026
12
Cetera Investment Advisers
CIK 0001666741
$6M217K0.01%Q2 2026
13
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M165K0.00%Q2 2026
14
HOWARD WEALTH MANAGEMENT, LLC
CIK 0001766286
$4M161K1.54%Q2 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M157K0.00%Q2 2026
16
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M154K0.00%Q2 2026
17
Advisory Alpha, LLC
CIK 0001576762
$4M148K0.09%Q2 2026
18
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M139K0.00%Q2 2026
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M127K0.00%Q2 2026
20
Kinetic Wealth Investment Advisors LLC
CIK 0002146839
$3M120K1.47%Q2 2026
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