INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J742
Invesco Exch Trd Slf Idx Fd has 106 institutional holders in Filings Flow’s 13F database, together reporting 8.88M shares worth $507M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Asset Management Inc, and Cwm, LLC.
Institutional Holders
106
Q1 2026
Reported Value
$507M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Lighthouse Wealth Management Inc.$147M AUM | 6.87% | $10M | 174.6K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 5.55% | $32M | 550.0K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 4.20% | $13M | 216.4K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 3.54% | $7M | 127.8K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 2.34% | $7M | 123.1K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 2.12% | $12M | 203.3K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 2.01% | $3M | 53.2K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 1.63% | $5M | 88.6K | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 1.43% | $2M | 27.4K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 1.17% | $2M | 27.8K | Q4 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 1.12% | $3M | 59.1K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.86% | $5M | 75.8K | Q2 2026 |
| Centerpoint Advisory Group$133M AUM | 0.83% | $1M | 19.0K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.67% | $9M | 155.0K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.65% | $16M | 268.9K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.48% | $489,517 | 8.5K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.43% | $2M | 27.1K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.34% | $2M | 34.0K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.32% | $1M | 20.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.32% | $7M | 113.4K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.25% | $2M | 32.4K | Q2 2026 |
| Eagle Strategies LLC$837M AUM | 0.23% | $2M | 33.3K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.22% | $252,876 | 3.9K | Q2 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.21% | $298,756 | 5.2K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.20% | $2M | 25.1K | Q2 2026 |
| Lokken Investment Group LLC$291M AUM | 0.16% | $474,053 | 8.6K | Q3 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.15% | $2M | 28.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.14% | $6M | 103.0K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.14% | $240,220 | 3.7K | Q2 2026 |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.13% | $407,422 | 7.0K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.11% | $422,312 | 7.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.11% | $41M | 701.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.11% | $14M | 244.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.10% | $3M | 51.2K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.10% | $308,643 | 5.4K | Q4 2025OLDER |
| Fermata Advisors, LLC$495M AUM | 0.10% | $485,090 | 7.4K | Q2 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.10% | $290,405 | 5.3K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.07% | $39M | 675.4K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.07% | $333,134 | 5.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.07% | $4M | 70.0K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $12M | 206.6K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.06% | $919,694 | 14.0K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $16M | 270.3K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.05% | $75,578 | 1.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 27.0K | Q2 2026 |
| Well Done, LLC$681M AUM | 0.05% | $349,569 | 6.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.04% | $1M | 24.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $4M | 71.7K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.04% | $260,266 | 4.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $26M | 448.2K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.03% | $298,430 | 5.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 196.7K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $223,656 | 4.1K | Q3 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.03% | $282,369 | 4.3K | Q2 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.03% | $366,190 | 6.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $87M | 1.51M | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.02% | $147,854 | 2.6K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $633,864 | 10.9K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $305,910 | 5.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $52M | 899.6K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 0.01% | $41,872 | 723 | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $15,058 | 260 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $15,474 | 267 | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $264,473 | 4.0K | Q2 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $461,926 | 8.0K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.01% | $28,552 | 493 | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.01% | $211,113 | 4.3K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $334,387 | 5.8K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $258,418 | 4.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $507,982 | 8.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 84.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $313,040 | 5.7K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $640,041 | 11.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $174,234 | 3.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $904,190 | 15.6K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $54,439 | 940 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 240.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $470,145 | 8.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $321,821 | 5.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $230,903 | 4.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 54.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $299,647 | 5.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $432,304 | 7.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $746,139 | 12.9K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 22.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $450,045 | 7.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $85,429 | 1.5K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 40.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $25,236 | 441 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $23,150 | 405 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $74,637 | 1.3K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $211,154 | 3.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $420,445 | 7.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 67.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $233,547 | 4.1K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $46,157 | 797 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $5,212 | 90 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 42.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $662,000 | 11.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $1,270 | 23 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $606,532 | 10.5K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $23,513 | 406 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $756,355 | 13.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $487,230 | 8.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $40,690 | 737 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $43,436 | 750 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $11,872 | 205 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $379,756 | 6.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $42,914 | 741 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3,243 | 56 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $174 | 3 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $37,115 | 654 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $31,324 | 548 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $58 | 1 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $19 | 0 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $32 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.