BSJR — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSJR)? 12 institutions reported holding $96.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mirador Capital Partners LP ($71.3M), Collective Family Office LLC ($18.3M), Horizons Wealth Management ($2.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mirador Capital Partners LP | $71.3M | 3.2M | Added |
| 2 | COLLECTIVE FAMILY OFFICE LLC | $18.3M | 828,959 | Added |
| 3 | Horizons Wealth Management | $2.9M | 130,191 | Added |
| 4 | S.E.E.D. Planning Group LLC | $2.0M | 90,585 | Trimmed |
| 5 | Gradient Investments LLC | $918,341 | 41,544 | Added |
| 6 | Ballew Advisors, Inc | $695,427 | 31,396 | Hold |
| 7 | Nautilus Advisors LLC | $223,283 | 10,101 | Hold |
| 8 | CoreCap Advisors, LLC | $50,620 | 2,290 | Hold |
| 9 | Farther Finance Advisors, LLC | $45,826 | 2,073 | Trimmed |
| 10 | CX Institutional | $30,000 | 1,374 | Added |
| 11 | GAMMA Investing LLC | $29,908 | 1,353 | Added |
| 12 | Sarver Vrooman Wealth Advisors | $14,258 | 645 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30