BSJV institutional holders

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

Managers holding49
Shares held1,751,052
Reported value$46.0m
Quarter flows5 new, 24 added, 5 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Equitable Holdings, Inc.307,346$8.1m0.0%
LPL Financial LLC288,465$7.6m0.0%
MORGAN STANLEY153,886$4.0m0.0%
SFE Investment Counsel114,822$3.0m0.4%
Concurrent Investment Advisors, LLC100,795$2.6m0.0%
RAYMOND JAMES FINANCIAL INC100,102$2.6m0.0%
MERCER GLOBAL ADVISORS INC /ADV64,159$1.7m0.0%
ROYAL BANK OF CANADA50,410$1.3m0.0%
LBMC INVESTMENT ADVISORS, LLC49,761$1.3m0.1%
MONECO ADVISORS, LLC49,222$1.3m0.1%
Ark Wealth Advisors LLC48,568$1.3m1.1%
OSAIC HOLDINGS, INC.48,469$1.3m0.0%
BANK OF AMERICA CORP /DE/39,173$1.0m0.0%
JONES FINANCIAL COMPANIES LLLP34,335$897,5850.0%
Jessup Wealth Management, Inc31,342$822,7170.2%
Cambridge Investment Research Advisors, Inc.28,584$750,0000.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management22,107$580,3090.0%
Cetera Investment Advisers19,128$502,1080.0%
TRUIST FINANCIAL CORP17,602$462,0530.0%
VestGen Advisors, LLC17,526$460,0640.0%
Modern Wealth Management, LLC16,867$442,7680.0%
4Thought Financial Group Inc.16,646$436,9520.2%
HARBOUR INVESTMENTS, INC.14,660$384,8250.0%
Farther Finance Advisors, LLC11,850$311,0630.0%
COMMONWEALTH EQUITY SERVICES, LLC10,553$277,0100.0%

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

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