DOSSIER · 13F Holders · Q2 2026
BSJW

INVESCO EXCH TRD SLF IDX FD

22 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 46139W775·22 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$15M
visible holders
Holders
22
filers reporting
Concentration
18.06%
Equitable Holdings, Inc. #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported BSJW in Q2 2026. Equitable Holdings, Inc. leads at 18.1% 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
$3M109K0.02%Q2 2026
02
MONECO Advisors, LLC
CIK 0001765690
$2M88K0.14%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$2M72K0.00%Q2 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$2M67K0.00%Q2 2026
05
Ark Wealth Advisors LLC
CIK 0002110109
$1M50K1.13%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M45K0.00%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$942K37K0.00%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$844K33K0.00%Q2 2026
09
4Thought Financial Group Inc.
CIK 0001840261
$433K17K0.20%Q2 2026
10
VestGen Advisors, LLC
CIK 0002050130
$430K17K0.01%Q2 2026
11
SFE Investment Counsel
CIK 0001317784
$402K16K0.05%Q2 2026
12
BANK OF AMERICA CORP /DE/
CIK 0000070858
$357K14K0.00%Q2 2026
13
Alaska Permanent Capital Management, LLC
CIK 0001426771
$258K10K0.02%Q2 2026
14
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$213K8K0.00%Q1 2026
15
IMA Advisory Services, Inc.
CIK 0001455495
$200K8K0.01%Q2 2026
16
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$152K6K0.00%Q2 2026
17
Larson Financial Group LLC
CIK 0001731061
$57K2K0.00%Q2 2026
18
Asset Dedication, LLC
CIK 0001475896
$20K7920.00%Q2 2026
19
Capital Analysts, LLC
CIK 0001624758
$10K3850.00%Q1 2026
20
Community Financial Services Group, LLC
CIK 0001537319
$3K1250.00%Q2 2026
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