22 institutions reported holding $15.6M of INVESCO EXCH TRD SLF IDX FD (BSJW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Equitable Holdings, Inc. ($2.7M), MONECO Advisors, LLC ($2.2M), LPL Financial LLC ($1.8M), Royal Bank of Canada ($1.7M), Ark Wealth Advisors LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Equitable Holdings, Inc. | $2.7M | 108,523 | Added |
| 2 | MONECO Advisors, LLC | $2.2M | 87,707 | Added |
| 3 | LPL Financial LLC | $1.8M | 72,070 | Trimmed |
| 4 | Royal Bank of Canada | $1.7M | 66,574 | Added |
| 5 | Ark Wealth Advisors LLC | $1.3M | 50,226 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.1M | 44,969 | Added |
| 7 | MORGAN STANLEY | $942,087 | 37,244 | Added |
| 8 | OSAIC HOLDINGS, INC. | $844,152 | 33,366 | Added |
| 9 | JANE STREET GROUP, LLC | $575,714 | 22,760 | New |
| 10 | 4Thought Financial Group Inc. | $433,346 | 17,132 | Added |
| 11 | VestGen Advisors, LLC | $430,201 | 17,007 | Added |
| 12 | SFE Investment Counsel | $401,685 | 15,880 | New |
| 13 | BANK OF AMERICA CORP /DE/ | $356,862 | 14,108 | Added |
| 14 | Alaska Permanent Capital Management, LLC | $258,177 | 10,237 | Hold |
| 15 | IMA Advisory Services, Inc. | $200,387 | 7,922 | New |
| 16 | HARBOUR INVESTMENTS, INC. | $152,352 | 6,023 | Hold |
| 17 | Larson Financial Group LLC | $56,509 | 2,234 | Hold |
| 18 | Asset Dedication, LLC | $20,034 | 792 | Hold |
| 19 | Capital Analysts, LLC | $10,000 | 385 | Hold |
| 20 | Community Financial Services Group, LLC | $3,159 | 125 | Hold |
| 21 | Steward Partners Investment Advisory, LLC | $1,644 | 65 | Hold |
| 22 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30