INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J486
Invesco Exch Trd Slf Idx Fd has 129 institutional holders in Filings Flow’s 13F database, together reporting 8.07M shares worth $186M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Invesco Ltd., and Morgan Stanley.
Institutional Holders
129
Q1 2026
Reported Value
$186M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Coastline Complete Wealth LLC$161M AUM | 2.42% | $4M | 166.7K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 1.56% | $3M | 113.4K | Q2 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 1.11% | $4M | 173.9K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.79% | $4M | 168.0K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.61% | $3M | 146.7K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.45% | $3M | 138.4K | Q2 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.40% | $689,480 | 29.5K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.33% | $503,862 | 21.5K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.33% | $1M | 59.7K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.30% | $5M | 210.9K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.29% | $4M | 158.6K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.28% | $1M | 54.2K | Q2 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.28% | $6M | 246.9K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.28% | $506,576 | 21.7K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 0.26% | $352,051 | 15.0K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.25% | $586,050 | 25.1K | Q1 2026OLDER |
| Sterling Financial Group, Inc.$316M AUM | 0.24% | $757,311 | 32.3K | Q3 2025OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.22% | $406,684 | 17.4K | Q2 2026 |
| River Street Advisors LLC$296M AUM | 0.22% | $639,040 | 27.3K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.21% | $512,121 | 21.9K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.20% | $219,376 | 9.4K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.19% | $362,813 | 15.5K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.19% | $1M | 46.9K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.18% | $613,787 | 26.2K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.18% | $853,091 | 36.4K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.18% | $3M | 108.6K | Q1 2026OLDER |
| NorthAvenue LLC$126M AUM | 0.18% | $222,161 | 9.5K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.17% | $2M | 93.0K | Q2 2026 |
| Arlington Capital Management, Inc.$177M AUM | 0.15% | $271,805 | 11.6K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.15% | $209,328 | 8.9K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.15% | $357,151 | 15.3K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.14% | $655,314 | 28.0K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.14% | $644,024 | 27.5K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.14% | $334,626 | 14.3K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.12% | $346,109 | 14.8K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.11% | $229,834 | 9.8K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.10% | $860,128 | 36.6K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.10% | $654,945 | 28.0K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.09% | $719,847 | 30.8K | Q1 2026OLDER |
| TLWM$615M AUM | 0.08% | $513,264 | 21.9K | Q2 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.08% | $1M | 57.1K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.08% | $287,430 | 12.3K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.08% | $386,746 | 16.5K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.08% | $797,191 | 34.1K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.07% | $353,665 | 15.1K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.07% | $1M | 61.4K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.07% | $930,406 | 39.8K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.07% | $320,514 | 13.7K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.07% | $3M | 147.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.06% | $5M | 217.8K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.06% | $300,876 | 12.8K | Q2 2026 |
| AA Financial Advisors, LLC$710M AUM | 0.06% | $433,593 | 18.5K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.06% | $991,554 | 42.4K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.05% | $2M | 85.7K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.05% | $636,349 | 27.2K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.05% | $658,000 | 28.0K | Q4 2025OLDER |
| Heritage Trust Co$997M AUM | 0.05% | $488,634 | 20.9K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.05% | $210,097 | 9.0K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.04% | $3M | 126.7K | Q3 2025OLDER |
| Francis Financial, Inc.$539M AUM | 0.04% | $200,314 | 8.5K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.03% | $2M | 86.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 156.0K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.03% | $199,678 | 8.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.03% | $160,975 | 6.8K | Q4 2025OLDER |
| CVFG LLC$804M AUM | 0.03% | $220,220 | 9.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $268,881 | 11.5K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $427,705 | 18.3K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.02% | $24,518 | 1.0K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.02% | $322,321 | 13.8K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $627,787 | 26.8K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 48.6K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.02% | $258,496 | 11.0K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 207.6K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $348,151 | 14.9K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.02% | $549,024 | 23.5K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $339,867 | 14.5K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $692,183 | 29.5K | Q2 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $534,717 | 22.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $160,257 | 6.8K | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.01% | $16,611 | 710 | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $540,125 | 23.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 81.3K | Q1 2026OLDER |
| Collier Financial$131M AUM | 0.01% | $13,452 | 575 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $7M | 301.2K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.01% | $166,340 | 7.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $565,421 | 24.2K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.01% | $205,317 | 8.8K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $203,538 | 8.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 197.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $205,038 | 8.7K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 44.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.00% | $229,975 | 9.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 72.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $292,296 | 12.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $474,525 | 20.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $397,234 | 17.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $126,779 | 5.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 115.1K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 54.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $660,776 | 28.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $398,233 | 17.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $458,148 | 19.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $280,404 | 12.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $724,630 | 31.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 129.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 511.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $563,591 | 24.1K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $453,446 | 19.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 109.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 348.4K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $28,130 | 1.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $221,416 | 9.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $51,002 | 2.2K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 47.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $72,540 | 3.1K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $963,763 | 41.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 69.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $9M | 397.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $265,757 | 11.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $69,613 | 3.0K | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $15,002 | 640 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 264.4K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $9,402 | 402 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 77.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $769,184 | 32.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 128.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $160,397 | 6.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 53.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 166.6K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $49,551 | 2.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $406,351 | 17.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 368.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 292.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $91,683 | 3.9K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $263,986 | 11.2K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 74.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,708 | 244 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $822,873 | 35.1K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $401,633 | 17.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $436,000 | 18.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $20 | 856 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.