BSJT institutional holders

INVESCO EXCH TRD SLF IDX FD · 13F, 2026Q2

Managers holding117
Shares held15,429,473
Reported value$326.0m
Quarter flows16 new, 66 added, 23 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC3,190,068$67.4m0.0%
Legacy Financial Group LLC916,872$19.4m2.2%
WELLS FARGO & COMPANY/MN854,287$18.1m0.0%
Cetera Investment Advisers733,237$15.5m0.0%
RAYMOND JAMES FINANCIAL INC530,950$11.2m0.0%
UBS Group AG493,312$10.4m0.0%
Equitable Holdings, Inc.477,171$10.1m0.1%
MORGAN STANLEY476,655$10.1m0.0%
OSAIC HOLDINGS, INC.429,143$9.1m0.0%
MERCER GLOBAL ADVISORS INC /ADV425,062$9.0m0.0%
Modern Wealth Management, LLC413,738$8.7m0.1%
Avior Wealth Management, LLC399,608$8.4m0.2%
SFE Investment Counsel378,154$8.0m1.1%
Stablepoint Partners, LLC340,722$7.2m1.0%
BANTA ASSET MANAGEMENT LP322,870$6.8m6.1%
IHT Wealth Management, LLC273,721$5.8m0.1%
CAPTRUST FINANCIAL ADVISORS261,376$5.5m0.0%
Advisory Alpha, LLC229,603$4.9m0.1%
JONES FINANCIAL COMPANIES LLLP221,527$4.7m0.0%
HOWARD WEALTH MANAGEMENT, LLC207,945$4.4m1.6%
ROYAL BANK OF CANADA176,754$3.7m0.0%
Oder Investment Management, LLC172,234$3.6m2.4%
COMMONWEALTH EQUITY SERVICES, LLC160,565$3.4m0.0%
Pacific Wealth Strategies Group, Inc.156,249$3.3m1.9%
F/m Investments LLC146,475$3.1m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BSJT"). BSJT price history · All 13F data

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