Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W783BULLETSHARES 203BSCYQ1 2026
Institutional Holders
88
13F filers
Shares Held
18.42M
Aggregate institutional
Institutional Value
$375.53M
Q1 2026
Net New Holders
+1
10 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased57
Decreased12
Sold out9
Institutional Holders
88 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 3.45M | $71.45M | +1.71M | Added |
| 2 | Raymond James Financial Inc | 2.70M | $55.92M | +183.3K | Added |
| 3 | Ubs Group AG | 1.30M | $26.88M | +1.25M | Added |
| 4 | Lpl Financial LLC | 1.23M | $25.49M | +157.8K | Added |
| 5 | Wells Fargo & Company/Mn | 1.15M | $23.84M | +300.8K | Added |
| 6 | Invesco Ltd. | 876.4K | $18.14M | +44.9K | Added |
| 7 | Morgan Stanley | 700.3K | $14.50M | +181.4K | Added |
| 8 | Cookson Peirce & Co Inc | 508.1K | $10.52M | +3.4K | Added |
| 9 | Jones Financial Companies Lllp | 346.3K | $7.08M | +66.8K | Added |
| 10 | Bcs Wealth Management | 339.1K | $7.02M | −327.1K | Reduced |
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