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 149 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $411 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
74,122
shares
|
$1.68 Million
0.51% of portfolio
|
Q4 2025
Reduced 8.32%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
72,937
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
69,316
shares
|
$1.57 Million
0.97% of portfolio
|
Q3 2025
Added 13.4%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
66,075
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
65,270
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
64,369
shares
|
$1.46 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
63,759
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
58,144
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
56,892
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2025
Reduced 23.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
56,034
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
54,396
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Added 93.49%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
53,218
shares
|
$1.2 Million
0.58% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
52,586
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
49,847
shares
|
$1.13 Million
0.68% of portfolio
|
Q3 2025
Added 55.79%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
45,654
shares
|
$1.03 Million
0.4% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
44,397
shares
|
$1 Million
0.01% of portfolio
|
Q4 2025
Added 21.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
44,026
shares
|
$995,427
0.01% of portfolio
|
Q3 2025
Reduced 26.56%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
42,304
shares
|
$956,493
0.16% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
42,186
shares
|
$953,825
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
40,942
shares
|
$925,698
0.0% of portfolio
|
Q3 2025
Added 18.25%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
38,986
shares
|
$881,473
0.16% of portfolio
|
Q4 2025
Added 52.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
38,019
shares
|
$859,609
0.0% of portfolio
|
Q4 2025
Added 10.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
37,855
shares
|
$855,901
0.0% of portfolio
|
Q3 2025
Reduced 88.57%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
37,312
shares
|
$843,624
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
33,391
shares
|
$754,970
0.01% of portfolio
|
Q4 2025
Added 1.4%
|
|