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Institutional Ownership

Invesco Exch Trd Slf Idx Fd

CUSIP 46139W759BULLETSHARESBSCZQ1 2026

13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
Max % of class reported
Institutional Holders
63
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

Schedule 13D (activist) & 13G (passive) 5%+ ownership filings

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No 13D/13G filings on record yet

Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.

Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Raymond James Financial Inc1.97M$40.46M
2Invesco Ltd.891.2K$18.29M
3Cookson Peirce & Co Inc536.1K$11.00M
4Lpl Financial LLC381.7K$7.83M
5Carolina Wealth Advisors, LLC287.7K$5.90M
6Gill Capital Partners, LLC198.9K$4.08M
7Stephens Inc /Ar/165.8K$3.40M
8Citadel Advisors LLC153.8K$3.16M
9Carroll Advisory Group, LLC146.6K$3.01M
10Sanctuary Advisors, LLC142.7K$2.93M