Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
143,779
shares
|
$3.25 Million
0.06% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
139,167
shares
|
$3.15 Million
0.55% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
130,237
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
128,415
shares
|
$2.9 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
122,077
shares
|
$2.76 Million
1.83% of portfolio
|
Q4 2025
Added 44.94%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
120,596
shares
|
$2.73 Million
1.27% of portfolio
|
Q3 2025
Added 21.25%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
120,224
shares
|
$2.72 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
116,740
shares
|
$2.64 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
116,625
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
114,478
shares
|
$2.59 Million
2.14% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
107,821
shares
|
$2.44 Million
2.25% of portfolio
|
Q4 2022
Added 2.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
105,043
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
103,361
shares
|
$2.34 Million
2.11% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Paradiem, LLC
|
Jan 06, 2026 Q4 2025 |
97,847
shares
|
$2.21 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
96,482
shares
|
$2.18 Million
0.32% of portfolio
|
Q4 2025
Added 545.45%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
94,859
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
92,408
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
90,382
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2025
Added 28.31%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
86,406
shares
|
$1.95 Million
0.07% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
79,057
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
78,984
shares
|
$1.79 Million
0.65% of portfolio
|
Q3 2025
Added 47.93%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
76,861
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,603
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 29.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
74,601
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Added 21.18%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
74,491
shares
|
$1.68 Million
0.4% of portfolio
|
Q3 2025
Reduced 10.41%
|
|