Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J585BULETSHS 2027BSJRQ1 2026
Institutional Holders
168
13F filers
Shares Held
24.85M
Aggregate institutional
Institutional Value
$553.60M
Q1 2026
Net New Holders
+13
21 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions21
Increased78
Decreased44
Sold out8
Institutional Holders
168 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mirador Capital Partners LP | 2.25M | $50.38M | +131.5K | Added |
| 2 | Lpl Financial LLC | 1.98M | $44.20M | +116.5K | Added |
| 3 | Cetera Investment Advisers | 1.61M | $36.05M | +210.2K | Added |
| 4 | Raymond James Financial Inc | 1.36M | $30.35M | +554.3K | Added |
| 5 | Wells Fargo & Company/Mn | 1.18M | $26.33M | +167.1K | Added |
| 6 | Morgan Stanley | 1.11M | $24.86M | −26.9K | Reduced |
| 7 | Larson Financial Group LLC | 959.6K | $21.46M | −5.5K | Reduced |
| 8 | Ashton Thomas Private Wealth, LLC | 766.5K | $17.14M | +325.9K | Added |
| 9 | Osaic Holdings, Inc. | 662.5K | $14.82M | +284.4K | Added |
| 10 | Mercer Global Advisors Inc /Adv | 617.6K | $13.81M | +174.7K | Added |
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