Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W759BULLETSHARESBSCZQ1 2026
Institutional Holders
63
13F filers
Shares Held
7.21M
Aggregate institutional
Institutional Value
$147.74M
Q1 2026
Net New Holders
+15
18 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased37
Decreased6
Sold out3
Institutional Holders
63 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.97M | $40.46M | +1.87M | Added |
| 2 | Invesco Ltd. | 891.2K | $18.29M | +62.2K | Added |
| 3 | Cookson Peirce & Co Inc | 536.1K | $11.00M | −1.2K | Reduced |
| 4 | Lpl Financial LLC | 381.7K | $7.83M | +254.5K | Added |
| 5 | Carolina Wealth Advisors, LLC | 287.7K | $5.90M | −6.1K | Reduced |
| 6 | Gill Capital Partners, LLC | 198.9K | $4.08M | +46.2K | Added |
| 7 | Stephens Inc /Ar/ | 165.8K | $3.40M | +96.6K | Added |
| 8 | Citadel Advisors LLC | 153.8K | $3.16M | +153.8K | New |
| 9 | Carroll Advisory Group, LLC | 146.6K | $3.01M | +76.9K | Added |
| 10 | Sanctuary Advisors, LLC | 142.7K | $2.93M | +1.5K | Added |
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