Who Owns INVESCO EXCH TRD SLF IDX FD (BSJS)? -- Institutional Holders (2026-06-30)

148 institutions reported holding $434.6M of INVESCO EXCH TRD SLF IDX FD (BSJS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($56.2M), RAYMOND JAMES FINANCIAL INC ($32.3M), MORGAN STANLEY ($27.2M), WELLS FARGO & COMPANY/MN ($27.0M), Cetera Investment Advisers ($19.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$56.2M2.6MAdded
2RAYMOND JAMES FINANCIAL INC$32.3M1.5MTrimmed
3MORGAN STANLEY$27.2M1.3MAdded
4WELLS FARGO & COMPANY/MN$27.0M1.2MAdded
5Cetera Investment Advisers$19.0M873,931Added
6OSAIC HOLDINGS, INC.$15.8M726,891Added
7MERCER GLOBAL ADVISORS INC /ADV$13.7M629,699Added
8Mirador Capital Partners LP$12.2M560,921Added
9CAPTRUST FINANCIAL ADVISORS$12.0M550,103Added
10Ashton Thomas Private Wealth, LLC$11.8M543,796Added
11HUB Investment Partners, LLC$11.2M514,180Added
12Parkway Wealth Management Group, LLC$10.2M467,842Added
13UBS Group AG$9.9M454,105Trimmed
14SFE Investment Counsel$8.5M390,757Added
15BANTA ASSET MANAGEMENT LP$7.2M333,370Added
16Advisory Alpha, LLC$7.1M327,100Added
17Verity Asset Management, Inc.$6.8M313,387Added
18COMMONWEALTH EQUITY SERVICES, LLC$6.6M304,273Added
19AMERIPRISE FINANCIAL INC$6.6M304,230Added
20GPM Growth Investors, Inc.$5.2M239,447Trimmed
21ENVESTNET ASSET MANAGEMENT INC$5.1M235,729Added
22JONES FINANCIAL COMPANIES LLLP$5.1M235,148Added
23MML INVESTORS SERVICES, LLC$5.0M230,713Added
24JANE STREET GROUP, LLC$4.7M214,541Added
25HOWARD WEALTH MANAGEMENT, LLC$4.5M208,429Added

Source: SEC Form 13F filings · as of 2026-06-30