Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W767BULLETSHARE 2034BSMYQ1 2026
Institutional Holders
45
13F filers
Shares Held
2.66M
Aggregate institutional
Institutional Value
$64.46M
Q1 2026
Net New Holders
+0
5 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased24
Decreased11
Sold out5
Institutional Holders
45 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Confluence Investment Management LLC | 327.7K | $7.95M | −38.6K | Reduced |
| 2 | Raymond James Financial Inc | 285.1K | $6.91M | +5.1K | Added |
| 3 | Lpl Financial LLC | 249.2K | $6.04M | −16.8K | Reduced |
| 4 | Bcs Wealth Management | 231.5K | $5.61M | −133.8K | Reduced |
| 5 | Atlantic Union Bankshares Corp | 148.4K | $3.60M | +11.7K | Added |
| 6 | Bank Of America Corp /De/ | 116.0K | $2.81M | +57.2K | Added |
| 7 | Envision Financial Planning, LLC | 115.0K | $2.79M | +5.8K | Added |
| 8 | Hills Bank & Trust Co | 110.2K | $2.67M | +4.2K | Added |
| 9 | D.A. Davidson & Co. | 95.9K | $2.33M | +6.0K | Added |
| 10 | Invesco Ltd. | 94.2K | $2.28M | −8.9K | Reduced |
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