BSJTINVESCO EXCH TRD SLF IDX FD
CUSIP 46138J395 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Trd Slf Idx Fd (BSJT) has 110 institutional holders in Filings Flow’s 13F database, together reporting 14.35M shares worth $302M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Legacy Financial Group LLC, and Wells Fargo & Company/Mn.
Institutional Holders
110
Q1 2026
Reported Value
$302M
Ticker
BSJT
Quarters Tracked
19
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LPL Financial LLC$376.6B AUM | 0.02% | $61M | 2.88M | Q1 2026 |
| Legacy Financial Group LLC$795M AUM | 2.22% | $18M | 840.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $17M | 799.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.08% | $13M | 602.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $12M | 580.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 483.7K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.64% | $9M | 418.7K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $9M | 415.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.15% | $9M | 408.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $8M | 403.6K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.19% | $8M | 391.2K | Q1 2026 |
| SFE Investment Counsel$635M AUM | 1.21% | $8M | 366.1K | Q1 2026 |
| Kaye Capital Management$260M AUM | 2.94% | $8M | 355.6K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 359.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $7M | 348.3K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.68% | $7M | 330.3K | Q1 2026 |
| Stablepoint Partners, LLC$723M AUM | 1.00% | $7M | 319.2K | Q1 2026 |
| BANTA ASSET MANAGEMENT LP$99M AUM | 6.74% | $7M | 318.6K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.13% | $5M | 217.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 195.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 186.7K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 1.64% | $4M | 185.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 180.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 169.6K | Q1 2026 |
| Oder Investment Management, LLC$130M AUM | 2.35% | $3M | 145.4K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 139.1K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.75% | $3M | 119.6K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.15% | $2M | 115.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 114.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 114.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 104.0K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 102.0K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.15% | $2M | 94.9K | Q1 2026 |
| SUMMIT INVESTMENT ADVISORS, INC.$121M AUM | 1.54% | $2M | 87.3K | Q2 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 80.9K | Q1 2026 |
| S.E.E.D. Planning Group LLC$344M AUM | 0.47% | $2M | 76.8K | Q1 2026 |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 1.00% | $2M | 76.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 72.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 71.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 71.0K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.18% | $1M | 69.6K | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.91% | $1M | 67.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 62.2K | Q2 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.03% | $1M | 59.9K | Q1 2026 |
| Sound Stewardship, LLC$218M AUM | 0.52% | $1M | 54.1K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 52.4K | Q1 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.37% | $1M | 48.8K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $981,556 | 46.7K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.20% | $954,405 | 44.9K | Q1 2026 |
| Ark Wealth Advisors LLC$101M AUM | 0.92% | $930,399 | 44.2K | Q1 2026 |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 0.24% | $899,000 | 41.8K | Q4 2025OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.05% | $892,725 | 42.4K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.09% | $869,524 | 41.3K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $801,678 | 38.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $784,572 | 37.3K | Q1 2026 |
| Wagner Wealth Management, Corp$111M AUM | 0.67% | $745,179 | 35.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $723,331 | 34.4K | Q1 2026 |
| Axim Planning & Wealth$82M AUM | 0.86% | $710,878 | 33.8K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $694,765 | 33.0K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.39% | $675,939 | 32.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $669,006 | 31.8K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $652,754 | 31.0K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.23% | $651,063 | 31.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $650,551 | 30.9K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $624,866 | 29.7K | Q1 2026 |
| Altrius Capital Management Inc$503M AUM | 0.12% | $601,790 | 28.6K | Q1 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.09% | $585,909 | 27.9K | Q1 2026 |
| Net Worth Advisory Group$482M AUM | 0.12% | $582,310 | 27.7K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.03% | $550,656 | 25.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $534,000 | 25.4K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.04% | $501,811 | 23.9K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.17% | $501,811 | 23.9K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.03% | $469,564 | 22.3K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $466,332 | 22.0K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.08% | $450,128 | 21.4K | Q1 2026 |
| Carrera Capital Advisors$649M AUM | 0.07% | $422,710 | 19.7K | Q4 2025OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.20% | $413,606 | 19.7K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.03% | $391,637 | 18.6K | Q1 2026 |
| FCA CORP /TX$354M AUM | 0.11% | $383,917 | 18.3K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.12% | $379,524 | 17.6K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $362,907 | 17.3K | Q1 2026 |
| Tassel Capital Management, Inc.$184M AUM | 0.19% | $353,461 | 16.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $353,367 | 16.8K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.06% | $347,007 | 16.5K | Q1 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 0.04% | $327,300 | 15.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $318,470 | 15.1K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.09% | $310,484 | 14.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $282,631 | 13.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $275,877 | 12.8K | Q4 2025OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.15% | $266,619 | 12.7K | Q1 2026 |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.14% | $258,099 | 12.3K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $257,366 | 12.2K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $254,484 | 11.8K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $252,253 | 11.7K | Q2 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $248,654 | 11.8K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $240,112 | 11.4K | Q1 2026 |
| F/m Investments LLC$1.5B AUM | 0.01% | $237,292 | 11.0K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $235,047 | 11.9K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $232,492 | 11.1K | Q1 2026 |
| GPM Growth Investors, Inc.$238M AUM | 0.09% | $229,791 | 10.7K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $227,935 | 10.8K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.04% | $225,960 | 10.5K | Q2 2025OLDER |
| Wealth Quarterback LLC$254M AUM | 0.08% | $210,902 | 10.0K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $190,000 | 9.0K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $150,861 | 7.2K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.02% | $144,759 | 6.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $133,572 | 6.3K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 0.04% | $129,421 | 6.0K | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $101,054 | 4.7K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $98,822 | 4.7K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $86,387 | 4.1K | Q1 2026 |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 0.05% | $85,636 | 4.1K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 0.05% | $75,558 | 3.6K | Q1 2026 |
| Claris Financial LLC$183M AUM | 0.04% | $65,329 | 3.1K | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.03% | $51,284 | 2.4K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $51,115 | 2.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $45,751 | 2.2K | Q1 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.01% | $28,229 | 1.3K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $26,000 | 1.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $24,309 | 1.1K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $13,210 | 628 | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $12,655 | 602 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $10,539 | 501 | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $10,539 | 501 | Q1 2026 |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $2,636 | 125 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $2,545 | 121 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $538 | 25 | Q2 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $87 | 4 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $22 | 1 | Q2 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.