Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J635INVSCO BLSH 26BSJQQ1 2026
Institutional Holders
196
13F filers
Shares Held
32.02M
Aggregate institutional
Institutional Value
$734.47M
Q1 2026
Net New Holders
+1
24 new · 23 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions24
Increased68
Decreased77
Sold out23
Institutional Holders
196 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mirador Capital Partners LP | 3.23M | $74.74M | −105.0K | Reduced |
| 2 | Ubs Group AG | 2.41M | $55.76M | +40.8K | Added |
| 3 | Lpl Financial LLC | 2.35M | $54.49M | −38.6K | Reduced |
| 4 | Morgan Stanley | 1.46M | $33.92M | −86.0K | Reduced |
| 5 | Cetera Investment Advisers | 1.26M | $29.13M | +58.3K | Added |
| 6 | Wells Fargo & Company/Mn | 1.06M | $24.46M | +22.2K | Added |
| 7 | Delta Investment Management, LLC | 1.04M | $24.08M | +46.7K | Added |
| 8 | Jaffetilchin Investment Partners, LLC | 1.02M | $23.68M | +115.1K | Added |
| 9 | Collective Family Office LLC | 759.3K | $17.60M | +23.8K | Added |
| 10 | Osaic Holdings, Inc. | 752.3K | $17.44M | +82.4K | Added |
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