Institutional Ownership Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,280,939
shares
|
$48.9 Million
0.02% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
727,660
shares
|
$15.6 Million
2.56% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
625,312
shares
|
$13.4 Million
0.11% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
460,818
shares
|
$9.89 Million
0.02% of portfolio
|
Q3 2025
Added 31.65%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
390,963
shares
|
$8.39 Million
0.17% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
367,115
shares
|
$7.88 Million
0.0% of portfolio
|
Q3 2025
Added 150.85%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
356,720
shares
|
$7.66 Million
1.29% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
355,560
shares
|
$7.63 Million
3.35% of portfolio
|
Q2 2025
Added 151.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
346,878
shares
|
$7.44 Million
0.0% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
336,312
shares
|
$7.22 Million
0.01% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
315,859
shares
|
$6.78 Million
0.69% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
218,448
shares
|
$4.69 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
209,400
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2025
Added 68.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
193,228
shares
|
$4.15 Million
0.01% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
193,022
shares
|
$4.14 Million
0.12% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
149,047
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
148,435
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2025
Added 166.06%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
123,965
shares
|
$2.66 Million
0.23% of portfolio
|
Q3 2025
Added 31.87%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
116,474
shares
|
$2.5 Million
1.17% of portfolio
|
Q3 2025
Added 25.74%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
116,454
shares
|
$2.5 Million
0.78% of portfolio
|
Q4 2025
Added 3.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
113,475
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
112,893
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 246.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
101,176
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Added 42.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
90,429
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
87,324
shares
|
$1.87 Million
1.54% of portfolio
|
Q2 2025
Added 11.08%
|
|