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

INVESCO EXCH TRD SLF IDX FD

55 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 46139W817·55 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$48M
visible holders
Holders
55
filers reporting
Concentration
16.66%
Equitable Holdings, Inc. #1
top holder share
AI Holders Summary · Q2 2026

55 institutions reported BSJV in Q2 2026. Equitable Holdings, Inc. leads at 16.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Equitable Holdings, Inc.
CIK 0001333986
$8M307K0.05%Q2 202602
LPL Financial LLC
CIK 0001403438
$8M288K0.00%Q2 202603
Leo Wealth, LLC
CIK 0001912202
$7M283K0.53%Q1 202604
MORGAN STANLEY
CIK 0000895421
$4M154K0.00%Q2 202605
SFE Investment Counsel
CIK 0001317784
$3M115K0.41%Q2 202606
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M101K0.02%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M100K0.00%Q2 202608
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2M64K0.00%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$1M50K0.00%Q2 202610
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$1M50K0.07%Q2 202611
MONECO Advisors, LLC
CIK 0001765690
$1M49K0.08%Q2 202612
Ark Wealth Advisors LLC
CIK 0002110109
$1M49K1.13%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M48K0.00%Q2 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M39K0.00%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$898K34K0.00%Q2 202616
Jessup Wealth Management, Inc
CIK 0001963536
$823K31K0.25%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$681K26K0.00%Q1 202618
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$580K22K0.01%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$502K19K0.00%Q2 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$462K18K0.00%Q2 2026
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