Invesco Exchange-Traded Self-Indexed Fund Trust - BSJT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,444,246 | 52,575 | 0.01% | 0.01% | 1 | +163,307 | 7.16% | Q4 2025 | Feb 11, 2026 |
| Legacy Financial Group LLC | History | Added to | 820,334 | 17,596 | 2.17% | 2.05% | 2 | +92,674 | 12.74% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 611,790 | 13,159 | 0.09% | 0.1% | 3 | -13,522 | -2.16% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 594,865 | 12,795 | 0.0% | 0.0% | 4 | +227,750 | 62.04% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 469,461 | 10,098 | 0.02% | 0.02% | 5 | +8,643 | 1.88% | Q4 2025 | Feb 18, 2026 |
| Leo Wealth, LLC | History | New | 421,448 | 9,097 | 0.66% | — | 6 | +421,448 | New | Q4 2025 | Jan 21, 2026 |
| Modern Wealth Management, LLC | History | Added to | 406,333 | 8,740 | 0.16% | 0.17% | 7 | +15,370 | 3.93% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 398,548 | 8,572 | 0.01% | 0.0% | 8 | +205,320 | 106.26% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 387,613 | 8,337 | 0.0% | 0.0% | 9 | +40,735 | 11.74% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 385,368 | 8,289 | 0.01% | 0.01% | 10 | +49,056 | 14.59% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | New | 369,141 | 7,940 | 0.19% | — | 11 | +369,141 | New | Q4 2025 | Feb 17, 2026 |
| SFE Investment Counsel | History | Added to | 362,072 | 7,788 | 1.19% | 1.23% | 12 | +5,352 | 1.5% | Q4 2025 | Feb 05, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 319,430 | 6,870 | 0.66% | 0.69% | 13 | +3,571 | 1.13% | Q4 2025 | Feb 11, 2026 |
| BANTA ASSET MANAGEMENT LP | History | New | 305,020 | 6,560 | 5.98% | — | 14 | +305,020 | New | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 289,944 | 6,236 | 0.0% | 0.0% | 15 | +80,544 | 38.46% | Q4 2025 | Jan 29, 2026 |
| Advisory Alpha, LLC | History | Added to | 209,315 | 4,502 | 0.12% | 0.12% | 16 | +16,293 | 8.44% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 197,263 | 4,243 | 0.0% | 0.0% | 17 | +84,370 | 74.73% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 176,306 | 3,792 | 0.0% | 0.0% | 18 | +27,259 | 18.29% | Q4 2025 | Feb 18, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 172,090 | 3,701 | 1.62% | 1.15% | 19 | +55,616 | 47.75% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 157,014 | 3,377 | 0.0% | — | 20 | +157,014 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 146,653 | 3,154 | 0.0% | 0.0% | 21 | +45,477 | 44.95% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 131,333 | 2,824 | 0.05% | 0.03% | 22 | +50,161 | 61.8% | Q4 2025 | Feb 09, 2026 |
| Oder Investment Management, LLC | History | New | 124,418 | 2,676 | 1.94% | — | 23 | +124,418 | New | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 119,766 | 2,576 | 0.0% | 0.0% | 24 | +6,291 | 5.54% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 119,599 | 2,572 | 0.0% | 0.0% | 25 | +45,293 | 60.95% | Q4 2025 | Feb 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 116,454 | 2,504 | 0.78% | 0.81% | 26 | +4,340 | 3.87% | Q4 2025 | Jan 07, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 111,671 | 2,402 | 0.19% | 0.22% | 27 | -12,294 | -9.92% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 101,731 | 2,188 | 0.0% | 0.0% | 28 | +11,302 | 12.5% | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 83,662 | 1,799 | 0.05% | 0.03% | 29 | +46,219 | 123.44% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 76,551 | 1,646 | 0.0% | 0.0% | 30 | +14,699 | 23.76% | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 74,243 | 1,596 | 0.83% | 0.69% | 31 | +21,652 | 41.17% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 71,206 | 1,531 | 0.0% | 0.0% | 32 | +2,379 | 3.46% | Q4 2025 | Feb 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 69,520 | 1,495 | 0.28% | — | 33 | +69,520 | New | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 65,905 | 1,417 | 0.01% | 0.01% | 34 | +871 | 1.34% | Q4 2025 | Feb 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 60,226 | 1,295 | 0.03% | 0.02% | 35 | +10,350 | 20.75% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 55,108 | 1,185 | 0.01% | 0.01% | 36 | -6,452 | -10.48% | Q4 2025 | Feb 12, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 54,213 | 1,166 | 0.66% | 0.23% | 37 | +36,698 | 209.52% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 53,303 | 1,146 | 0.0% | 0.0% | 38 | -3,860 | -6.75% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 51,835 | 1,114 | 0.03% | 0.02% | 39 | +19,308 | 59.36% | Q4 2025 | Feb 19, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 44,920 | 957 | 0.22% | 0.24% | 40 | +2,505 | 5.91% | Q4 2025 | Feb 24, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 41,804 | 899 | 0.24% | 0.19% | 41 | +10,381 | 33.04% | Q4 2025 | Feb 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 41,181 | 885 | 0.03% | 0.02% | 42 | +13,288 | 47.64% | Q4 2025 | Jan 14, 2026 |
| Segment Wealth Management, LLC | History | Added to | 39,760 | 855 | 0.05% | 0.05% | 43 | +930 | 2.4% | Q4 2025 | Jan 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 35,155 | 756 | 0.01% | 0.01% | 44 | +795 | 2.31% | Q4 2025 | Jan 16, 2026 |
| Ark Wealth Advisors LLC | History | New | 32,745 | 704 | 0.76% | — | 45 | +32,745 | New | Q4 2025 | Feb 18, 2026 |
| Axim Planning & Wealth | History | Added to | 32,703 | 703 | 0.74% | 0.48% | 46 | +4,685 | 16.72% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,433 | 700 | 0.0% | 0.0% | 47 | +6,882 | 26.93% | Q4 2025 | Jan 08, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 32,091 | 691 | 0.38% | 0.35% | 48 | +3,934 | 13.97% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | New | 31,714 | 682 | 0.01% | — | 49 | +31,714 | New | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Added to | 30,743 | 661 | 0.01% | 0.01% | 50 | +3,313 | 12.08% | Q4 2025 | Jan 15, 2026 |
| Vantage Point Financial LLC | History | Reduced | 30,770 | 661 | 0.24% | 0.26% | 51 | -544 | -1.74% | Q4 2025 | Feb 02, 2026 |
| BROWN ADVISORY INC | History | No change | 29,706 | 638 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 29,129 | 626 | 0.01% | 0.0% | 53 | +17,550 | 151.57% | Q4 2025 | Jan 23, 2026 |
| Private Advisory Group LLC | History | Reduced | 26,810 | 576 | 0.05% | 0.05% | 54 | -209 | -0.77% | Q4 2025 | Jan 15, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 26,147 | 562 | 0.08% | 0.08% | 55 | +5,300 | 25.42% | Q4 2025 | Feb 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 25,600 | 550 | 0.03% | — | 56 | +25,600 | New | Q4 2025 | Jan 12, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 24,300 | 522 | 0.2% | 0.29% | 57 | -12,520 | -34.0% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,003 | 495 | 0.0% | 0.0% | 58 | +7,455 | 47.95% | Q4 2025 | Feb 05, 2026 |
| Net Worth Advisory Group | History | Added to | 22,769 | 489 | 0.1% | 0.07% | 59 | +11,309 | 98.68% | Q4 2025 | Jan 14, 2026 |
| Altrius Capital Management Inc | History | New | 22,134 | 476 | 0.1% | — | 60 | +22,134 | New | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,608 | 464 | 0.0% | 0.0% | 61 | +6,745 | 45.38% | Q4 2025 | Jan 23, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 20,287 | 436 | 0.22% | 0.23% | 62 | -1,118 | -5.22% | Q4 2025 | Jan 29, 2026 |
| Carrera Capital Advisors | History | Added to | 19,652 | 422 | 0.07% | 0.07% | 63 | +322 | 1.67% | Q4 2025 | Jan 30, 2026 |
| Key FInancial Inc | History | Added to | 18,995 | 408 | 0.07% | 0.07% | 64 | +1,165 | 6.53% | Q4 2025 | Feb 09, 2026 |
| Ironwood Financial, llc | History | Added to | 17,673 | 381 | 0.06% | 0.06% | 65 | +976 | 5.85% | Q4 2025 | Jan 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 17,671 | 380 | 0.03% | 0.03% | 66 | +1,129 | 6.83% | Q4 2025 | Feb 02, 2026 |
| Sound Stewardship, LLC | History | New | 16,008 | 344 | 0.16% | — | 67 | +16,008 | New | Q4 2025 | Jan 30, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 15,314 | 329 | 0.04% | 0.04% | 68 | +251 | 1.67% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 14,692 | 316 | 0.01% | 0.02% | 69 | -6,976 | -32.19% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | New | 14,669 | 315 | 0.0% | — | 70 | +14,669 | New | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 14,208 | 305 | 0.04% | 0.05% | 71 | +1,766 | 14.19% | Q4 2025 | Feb 13, 2026 |
| FCA CORP /TX | History | Added to | 13,491 | 290 | 0.08% | 0.07% | 72 | +1,139 | 9.22% | Q4 2025 | Feb 11, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 13,257 | 285 | 0.1% | 0.25% | 73 | -22,922 | -63.36% | Q4 2025 | Jan 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,826 | 275 | 0.0% | 0.0% | 74 | +2,341 | 22.33% | Q4 2025 | Feb 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 12,569 | 270 | 0.08% | 0.07% | 75 | +957 | 8.24% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 12,230 | 263 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 12,270 | 263 | 0.14% | 0.15% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 12,117 | 260 | 0.16% | 0.13% | 78 | +2,709 | 28.79% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 11,831 | 254 | 0.01% | 0.01% | 79 | -1,719 | -12.69% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 11,747 | 252 | 0.0% | 0.0% | 80 | -4,111 | -25.92% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 11,927 | 235 | 0.01% | 0.0% | 81 | +776 | 6.96% | Q4 2025 | Feb 11, 2026 |
| GPM Growth Investors, Inc. | History | Reduced | 10,683 | 229 | 0.09% | 1.81% | 82 | -207,765 | -95.11% | Q4 2025 | Jan 30, 2026 |
| Wagner Wealth Management, Corp | History | New | 10,366 | 222 | 0.22% | — | 83 | +10,366 | New | Q4 2025 | Feb 12, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 10,287 | 221 | 0.12% | 0.12% | 84 | +293 | 2.93% | Q4 2025 | Jan 14, 2026 |
| Asset Dedication, LLC | History | No change | 9,665 | 207 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 7,561 | 162 | 0.11% | — | 86 | +7,561 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,058 | 151 | 0.01% | 0.01% | 87 | -1,759 | -19.95% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6,874 | 147 | 0.02% | — | 88 | +6,874 | New | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 6,493 | 140 | 0.0% | 0.0% | 89 | -148 | -2.23% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,221 | 133 | 0.0% | 0.0% | 90 | -2,941 | -32.1% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 4,698 | 101 | 0.0% | 0.0% | 91 | +4,000 | 573.07% | Q4 2025 | Jan 29, 2026 |
| Horizons Wealth Management | History | Added to | 3,592 | 77 | 0.05% | 0.05% | 92 | +172 | 5.03% | Q4 2025 | Jan 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,430 | 52 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,925 | 41 | 0.0% | 0.0% | 94 | +1,476 | 328.73% | Q4 2025 | Jan 26, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 1,342 | 28 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CX Institutional | History | Added to | 1,203 | 26 | 0.0% | 0.0% | 96 | +41 | 3.53% | Q4 2025 | Feb 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 1,000 | 21 | 0.01% | — | 97 | +1,000 | New | Q4 2025 | Jan 14, 2026 |
| GAMMA Investing LLC | History | Added to | 952 | 20 | 0.0% | 0.0% | 98 | +30 | 3.25% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | New | 628 | 14 | 0.0% | — | 99 | +628 | New | Q4 2025 | Jan 26, 2026 |
| Lodestone Wealth Management LLC | History | New | 592 | 12 | 0.0% | — | 100 | +592 | New | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 501 | 10 | 0.0% | 0.0% | 101 | -22 | -4.21% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -51,989 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Hobbs Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -17,595 | -100.0% | Q3 2025 | Nov 13, 2025 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,001 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,127 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Glass Jacobson Investment Advisors llc | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 22, 2026 |