INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J775
Invesco Exch Trd Slf Idx Fd has 77 institutional holders in Filings Flow’s 13F database, together reporting 1.06M shares worth $91M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Mercer Global Advisors Inc /Adv, and 1900 Wealth Management LLC.
Institutional Holders
77
Q1 2026
Reported Value
$91M
Ticker
unmapped
private placement or foreign
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Delos Wealth Advisors, LLC$175M AUM | 2.10% | $4M | 42.6K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 1.78% | $4M | 48.6K | Q1 2026 |
| Avant Capital LLC$142M AUM | 0.97% | $1M | 16.0K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.64% | $1M | 15.4K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.42% | $6M | 75.4K | Q1 2026 |
| Solstein Capital, LLC$244M AUM | 0.20% | $480,015 | 5.6K | Q1 2026 |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.17% | $279,980 | 3.3K | Q1 2026 |
| Symphony Financial Services, Inc.$195M AUM | 0.15% | $299,113 | 3.5K | Q1 2026 |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.14% | $442,541 | 5.1K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.14% | $2M | 26.7K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.11% | $2M | 17.7K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.11% | $173,774 | 2.0K | Q1 2026 |
| Minot DeBlois Advisors LLC$110M AUM | 0.08% | $86,148 | 1.0K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.05% | $99,231 | 1.2K | Q2 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.05% | $50,000 | 551 | Q4 2025OLDER |
| S.A. Mason LLC$266M AUM | 0.05% | $124,914 | 1.4K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.04% | $819,006 | 9.5K | Q1 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.04% | $117,108 | 1.3K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $213,502 | 2.4K | Q4 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $377,396 | 4.4K | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.03% | $63,637 | 703 | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.02% | $987,080 | 11.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $808,238 | 9.4K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $12M | 142.4K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $692,113 | 8.0K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $419,798 | 4.9K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.01% | $206,873 | 2.3K | Q4 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $398,930 | 4.6K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.01% | $221,763 | 2.6K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $343,729 | 4.0K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $283,340 | 3.3K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $225,510 | 2.5K | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $29,793 | 346 | Q1 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.01% | $14,904 | 173 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $23M | 268.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $300,640 | 3.5K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $209,253 | 2.4K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $215,373 | 2.4K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 41.8K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $155,066 | 1.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 12.1K | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.00% | $4,798 | 53 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $5M | 52.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $595,814 | 6.6K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $118,135 | 1.3K | Q4 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $28,084 | 326 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 11.8K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $225,222 | 2.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $15,420 | 179 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $287,733 | 3.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $81,840 | 950 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $59,442 | 690 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 13.1K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $50,827 | 590 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $17,230 | 200 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $785,528 | 9.1K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.00% | $2,070 | 24 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $112,767 | 1.3K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 17.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $87,009 | 1.0K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $11,716 | 136 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 15.5K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $269,834 | 3.0K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 28.9K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $4,479 | 52 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $218,237 | 2.5K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $28,084 | 326 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $16,056 | 186 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 31.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $61,008 | 708 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 18.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $598,000 | 6.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $633,121 | 7.0K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $37,338 | 433 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $98,209 | 1.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $206,688 | 2.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $97,790 | 1.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $266,886 | 3.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $60,574 | 703 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $1,034 | 12 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $32,572 | 378 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $503,972 | 5.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $116,472 | 1.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $5,160 | 57 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $29,668 | 350 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $82 | 1 | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $64 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.