Invesco Exchange-Traded Self-Indexed Fund Trust - BSJU
Detailed investor-level table based on 13F positions.
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 | 624,275 | 15,975 | 0.0% | 0.0% | 1 | +87,606 | 16.32% | Q1 2026 | May 06, 2026 |
| Legacy Financial Group LLC | History | Added to | 560,883 | 14,352 | 1.81% | 1.76% | 2 | +15,219 | 2.79% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 378,417 | 9,683 | 0.01% | 0.02% | 3 | -15,647 | -3.97% | Q1 2026 | May 15, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 362,263 | 9,417 | 2.04% | 2.11% | 4 | +10,131 | 2.88% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 334,660 | 8,736 | 0.06% | 0.05% | 5 | +70,204 | 26.55% | Q1 2026 | May 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 301,018 | 7,703 | 1.61% | 1.72% | 6 | +1,501 | 0.5% | Q1 2026 | May 14, 2026 |
| SFE Investment Counsel | History | Added to | 250,489 | 6,410 | 1.01% | 0.97% | 7 | +7,695 | 3.17% | Q1 2026 | May 01, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 217,988 | 5,578 | 2.35% | 2.11% | 8 | +10,991 | 5.31% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | Added to | 201,606 | 5,159 | 0.0% | 0.0% | 9 | +17,682 | 9.61% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 173,308 | 4,434 | 0.0% | 0.0% | 10 | +78,018 | 81.87% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 173,188 | 4,431 | 0.02% | 0.0% | 11 | +172,408 | 22103.59% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 149,363 | 3,822 | 0.01% | 0.0% | 12 | +44,118 | 41.92% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 146,571 | 3,750 | 0.1% | 0.1% | 13 | +5,132 | 3.63% | Q1 2026 | May 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 143,898 | 3,682 | 1.55% | 1.52% | 14 | +10,908 | 8.2% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 139,983 | 3,582 | 0.0% | 0.0% | 15 | +28,380 | 25.43% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 132,612 | 3,393 | 0.0% | 0.0% | 16 | +62,888 | 90.2% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 126,905 | 3,247 | 0.0% | 0.0% | 17 | +1,185 | 0.94% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 113,577 | 2,868 | 0.0% | 0.0% | 18 | +35,561 | 45.58% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 110,356 | 2,824 | 0.0% | 0.0% | 19 | +51,161 | 86.43% | Q1 2026 | May 11, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 91,865 | 2,350 | 2.07% | 1.62% | 20 | +1,746 | 1.94% | Q1 2026 | May 04, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 91,089 | 2,330 | 0.14% | — | 21 | +91,089 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 78,053 | 1,997 | 0.03% | 0.03% | 22 | +14,183 | 22.21% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 66,752 | 1,708 | 0.03% | 0.03% | 23 | -1,023 | -1.51% | Q1 2026 | Apr 14, 2026 |
| Altrius Capital Management Inc | History | Added to | 59,726 | 1,528 | 0.3% | 0.25% | 24 | +14,678 | 32.58% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 58,070 | 1,486 | 0.0% | 0.0% | 25 | -3,825 | -6.18% | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 57,341 | 1,479 | 0.94% | 0.84% | 26 | -3,931 | -6.42% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 53,694 | 1,374 | 0.01% | — | 27 | +53,694 | New | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 30,651 | 784 | 0.01% | 0.01% | 28 | +5,323 | 21.02% | Q1 2026 | Apr 16, 2026 |
| Axim Planning & Wealth | History | Added to | 27,114 | 693 | 0.84% | 0.72% | 29 | +1,048 | 4.02% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,555 | 680 | 0.0% | 0.0% | 30 | -3,307 | -11.07% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 26,296 | 672 | 0.01% | 0.01% | 31 | -3,490 | -11.72% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 25,373 | 649 | 0.0% | 0.0% | 32 | +885 | 3.61% | Q1 2026 | May 05, 2026 |
| Ark Wealth Advisors LLC | History | Added to | 24,291 | 621 | 0.61% | 0.52% | 33 | +5,634 | 30.2% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,307 | 596 | 0.01% | 0.01% | 34 | +616 | 2.71% | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | New | 23,201 | 593 | 0.04% | — | 35 | +23,201 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 22,454 | 575 | 0.0% | 0.0% | 36 | +3,294 | 17.19% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,016 | 563 | 0.0% | 0.0% | 37 | +3,324 | 17.78% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 21,288 | 544 | 0.01% | 0.01% | 38 | +2,617 | 14.02% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Added to | 21,043 | 541 | 0.04% | 0.04% | 39 | +1,481 | 7.57% | Q1 2026 | May 05, 2026 |
| Keel Point, LLC | History | No change | 20,671 | 539 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 18,930 | 484 | 0.01% | 0.01% | 41 | +2,322 | 13.98% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 17,688 | 457 | 0.01% | 0.01% | 42 | +6,486 | 57.9% | Q1 2026 | May 14, 2026 |
| Segment Wealth Management, LLC | History | Added to | 17,730 | 453 | 0.03% | 0.02% | 43 | +2,080 | 13.29% | Q1 2026 | Apr 20, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 17,319 | 452 | 0.12% | 0.12% | 44 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 16,217 | 415 | 0.21% | 0.22% | 45 | -533 | -3.18% | Q1 2026 | Apr 24, 2026 |
| ORG Partners LLC | History | No change | 15,752 | 411 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 15,775 | 403 | 0.03% | 0.03% | 47 | +944 | 6.37% | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | New | 15,648 | 400 | 0.03% | — | 48 | +15,648 | New | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Added to | 15,479 | 396 | 0.01% | 0.0% | 49 | +11,329 | 272.99% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 14,928 | 382 | 0.03% | 0.03% | 50 | +813 | 5.76% | Q1 2026 | Apr 15, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 14,813 | 379 | 0.05% | 0.05% | 51 | +233 | 1.6% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | New | 14,374 | 367 | 0.0% | — | 52 | +14,374 | New | Q1 2026 | May 06, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 14,147 | 362 | 0.05% | 0.04% | 53 | +2,990 | 26.8% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,809 | 353 | 0.0% | — | 54 | +13,809 | New | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | New | 13,534 | 346 | 0.07% | — | 55 | +13,534 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 13,077 | 335 | 0.0% | 0.0% | 56 | -4,701 | -26.44% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,899 | 305 | 0.0% | 0.0% | 57 | -14,543 | -55.0% | Q1 2026 | Apr 08, 2026 |
| Simplicity Wealth,LLC | History | New | 10,248 | 262 | 0.01% | — | 58 | +10,248 | New | Q1 2026 | Apr 30, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 10,225 | 261 | 0.07% | 0.06% | 59 | +1,664 | 19.44% | Q1 2026 | May 05, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 9,975 | 255 | 0.14% | 0.12% | 60 | +1,578 | 18.79% | Q1 2026 | Apr 09, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 8,494 | 217 | 0.02% | 0.02% | 61 | +459 | 5.71% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | Added to | 8,205 | 209 | 0.04% | 0.04% | 63 | +790 | 10.65% | Q1 2026 | Apr 24, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 8,229 | 209 | 0.01% | 0.02% | 62 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Quarterback LLC | History | New | 8,045 | 205 | 0.08% | — | 64 | +8,045 | New | Q1 2026 | Apr 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 5,725 | 146 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,371 | 137 | 0.0% | 0.0% | 66 | +2,926 | 119.67% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Added to | 2,693 | 68 | 0.0% | 0.0% | 67 | +18 | 0.67% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,104 | 53 | 0.0% | — | 68 | +2,104 | New | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2,044 | 52 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,911 | 48 | 0.0% | 0.0% | 70 | -43,974 | -95.84% | Q1 2026 | May 13, 2026 |
| Horizons Wealth Management | History | No change | 1,429 | 36 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Reduced | 954 | 24 | 0.01% | 0.13% | 72 | -6,266 | -86.79% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | No change | 521 | 13 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Community Financial Services Group, LLC | History | New | 125 | 3 | 0.0% | — | 74 | +125 | New | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 86 | 2 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.43% | — | -89,121 | -100.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,392 | -100.0% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,537 | -100.0% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,118 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.0% | — | -7,690 | -100.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,236 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,394 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |