BSJSINVESCO EXCH TRD SLF IDX FD
CUSIP 46138J452 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Trd Slf Idx Fd (BSJS) has 144 institutional holders in Filings Flow’s 13F database, together reporting 19.01M shares worth $412M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Raymond James Financial Inc, and Morgan Stanley.
Institutional Holders
144
Q1 2026
Reported Value
$412M
Ticker
BSJS
Quarters Tracked
23
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LPL Financial LLC$376.6B AUM | 0.01% | $51M | 2.34M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $35M | 1.61M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $26M | 1.20M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $26M | 1.18M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $16M | 755.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $13M | 593.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 590.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $12M | 572.7K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.27% | $11M | 529.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $11M | 499.4K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.26% | $11M | 493.1K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 1.29% | $10M | 465.0K | Q1 2026 |
| SFE Investment Counsel$635M AUM | 1.31% | $8M | 384.0K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.60% | $8M | 383.9K | Q1 2026 |
| BANTA ASSET MANAGEMENT LP$99M AUM | 7.23% | $7M | 331.5K | Q1 2026 |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 1.83% | $7M | 312.8K | Q4 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.18% | $7M | 302.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 293.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 270.1K | Q1 2026 |
| GPM Growth Investors, Inc.$238M AUM | 2.33% | $6M | 255.1K | Q1 2026 |
| Verity Asset Management, Inc.$238M AUM | 2.29% | $5M | 251.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 250.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 226.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 218.6K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.07% | $4M | 192.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 188.8K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 1.69% | $4M | 184.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 178.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 176.6K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 152.1K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.67% | $3M | 147.3K | Q1 2026 |
| SUMMIT INVESTMENT ADVISORS, INC.$121M AUM | 2.19% | $3M | 121.2K | Q2 2025OLDER |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 1.61% | $3M | 118.9K | Q1 2026 |
| Oder Investment Management, LLC$130M AUM | 1.93% | $3M | 116.1K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.15% | $2M | 111.9K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.40% | $2M | 105.7K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 103.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 100.7K | Q1 2026 |
| Strait & Sound Wealth Management LLC$269M AUM | 0.76% | $2M | 93.6K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.05% | $2M | 91.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 91.3K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.07% | $2M | 90.3K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.33% | $2M | 90.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $2M | 89.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 86.5K | Q1 2026 |
| S.E.E.D. Planning Group LLC$344M AUM | 0.49% | $2M | 77.5K | Q1 2026 |
| Ark Wealth Advisors LLC$101M AUM | 1.66% | $2M | 77.5K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 73.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 72.5K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.19% | $1M | 69.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 68.2K | Q1 2026 |
| Independent Wealth Advisors LLC$102M AUM | 1.45% | $1M | 68.1K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 67.7K | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.91% | $1M | 65.5K | Q1 2026 |
| Sound Stewardship, LLC$218M AUM | 0.63% | $1M | 63.0K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.46% | $1M | 62.0K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 59.7K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $1M | 59.3K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 59.7K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.55% | $1M | 58.1K | Q3 2025OLDER |
| FCA CORP /TX$354M AUM | 0.35% | $1M | 57.5K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $1M | 56.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 56.2K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.12% | $1M | 55.6K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.07% | $1M | 54.1K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.13% | $1M | 45.3K | Q3 2025OLDER |
| Legacy Financial Group LLC$795M AUM | 0.12% | $933,410 | 43.0K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.32% | $902,919 | 41.6K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $865,996 | 39.9K | Q1 2026 |
| Sidoxia Capital Management, LLC$116M AUM | 0.74% | $855,972 | 39.5K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.14% | $853,492 | 38.7K | Q2 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $836,786 | 38.6K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.04% | $833,382 | 38.4K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $832,205 | 38.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $827,656 | 38.2K | Q1 2026 |
| Wagner Wealth Management, Corp$111M AUM | 0.74% | $823,172 | 38.0K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $801,135 | 36.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $798,744 | 36.2K | Q3 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.05% | $756,807 | 34.9K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.16% | $745,650 | 34.2K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 0.10% | $717,704 | 33.1K | Q1 2026 |
| Axim Planning & Wealth$82M AUM | 0.86% | $710,010 | 32.7K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $669,524 | 30.9K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $669,241 | 30.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $659,332 | 30.4K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.06% | $654,327 | 30.2K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.04% | $618,153 | 28.5K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.11% | $613,187 | 28.3K | Q1 2026 |
| Net Worth Advisory Group$482M AUM | 0.13% | $611,786 | 28.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $558,923 | 25.3K | Q2 2025OLDER |
| Ballew Advisors, Inc$194M AUM | 0.31% | $553,791 | 25.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $546,746 | 25.1K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.31% | $530,892 | 24.5K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.11% | $524,967 | 24.0K | Q1 2026 |
| Mirador Capital Partners LP$817M AUM | 0.07% | $505,071 | 23.3K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.14% | $504,324 | 23.3K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.19% | $495,062 | 22.5K | Q2 2025OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.07% | $490,124 | 22.6K | Q1 2026 |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.26% | $482,708 | 22.3K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.04% | $475,569 | 21.9K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.04% | $471,996 | 21.8K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $462,278 | 21.2K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $453,454 | 20.9K | Q1 2026 |
| 4Thought Financial Group Inc.$202M AUM | 0.21% | $427,436 | 19.7K | Q1 2026 |
| Ledgewood Wealth Advisors, LLC$188M AUM | 0.23% | $406,569 | 18.7K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.12% | $378,562 | 17.1K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $375,996 | 17.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $355,920 | 16.4K | Q1 2026 |
| Altium Investment Strategies LLC$34M AUM | 1.04% | $353,471 | 16.2K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.04% | $353,471 | 16.2K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $352,939 | 16.0K | Q2 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $351,781 | 16.0K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $335,720 | 15.3K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $332,742 | 15.3K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.02% | $328,154 | 15.1K | Q1 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 0.04% | $327,736 | 15.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $318,922 | 14.7K | Q1 2026 |
| Tassel Capital Management, Inc.$184M AUM | 0.17% | $316,416 | 14.6K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $310,970 | 14.1K | Q4 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $307,000 | 13.9K | Q3 2025OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.12% | $302,951 | 14.0K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.01% | $297,000 | 13.7K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $294,138 | 13.6K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.03% | $284,152 | 12.9K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $275,673 | 12.7K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $273,937 | 12.5K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.02% | $273,188 | 12.6K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.09% | $273,188 | 12.6K | Q1 2026 |
| BXM Wealth LLC$130M AUM | 0.20% | $260,150 | 12.0K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $260,134 | 12.0K | Q1 2026 |
| Wealth Quarterback LLC$254M AUM | 0.10% | $254,168 | 11.7K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.11% | $239,780 | 10.9K | Q3 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $228,907 | 10.6K | Q1 2026 |
| NewCorp Financial Services, Inc.$115M AUM | 0.19% | $215,397 | 9.9K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $209,748 | 9.5K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $200,586 | 9.3K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.02% | $184,865 | 8.5K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.03% | $168,144 | 7.8K | Q1 2026 |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.01% | $157,314 | 7.3K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 0.04% | $130,338 | 5.9K | Q2 2025OLDER |
| Horizons Wealth Management$152M AUM | 0.05% | $82,620 | 3.8K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.05% | $74,683 | 3.4K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $64,606 | 2.9K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $61,325 | 2.8K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.04% | $49,745 | 2.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $48,813 | 2.3K | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.03% | $47,838 | 2.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $46,991 | 2.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $44,368 | 2.0K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $42,000 | 1.9K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.04% | $40,508 | 1.9K | Q1 2026 |
| Imprint Wealth LLC$22M AUM | 0.14% | $30,988 | 1.4K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $30,912 | 1.4K | Q3 2025OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.02% | $28,798 | 1.3K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.01% | $28,431 | 1.3K | Q1 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.01% | $28,429 | 1.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $28,190 | 1.3K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $26,716 | 1.2K | Q1 2026 |
| RHL GROUP, LLC$117M AUM | 0.01% | $13,860 | 639 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $13,315 | 614 | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $12,670 | 584 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,482 | 476 | Q4 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $9,259 | 427 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $9,259 | 427 | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.02% | $8,674 | 400 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7,464 | 338 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,506 | 300 | Q1 2026 |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $2,714 | 125 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $2,128 | 98 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1,531 | 69 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.