Invesco Exchange-Traded Self-Indexed Fund Trust - BSJU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Legacy Financial Group LLC | History | Added to | 545,664 | 14,225 | 1.76% | 1.56% | 1 | +91,260 | 20.08% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 536,669 | 14,009 | 0.0% | 0.0% | 2 | -88,288 | -14.13% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 394,064 | 10,287 | 0.02% | 0.02% | 3 | +26,870 | 7.32% | Q4 2025 | Feb 18, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 352,132 | 9,192 | 2.11% | 2.06% | 4 | +7,752 | 2.25% | Q4 2025 | Jan 26, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 299,517 | 7,818 | 1.72% | 1.69% | 5 | +4,966 | 1.69% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 264,456 | 6,903 | 0.05% | 0.05% | 6 | +8,335 | 3.25% | Q4 2025 | Feb 17, 2026 |
| SFE Investment Counsel | History | Added to | 242,794 | 6,338 | 0.97% | 0.91% | 7 | +24,393 | 11.17% | Q4 2025 | Feb 05, 2026 |
| GPM Growth Investors, Inc. | History | New | 206,997 | 5,403 | 2.11% | — | 8 | +206,997 | New | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Reduced | 183,924 | 4,801 | 0.0% | 0.0% | 9 | -109,208 | -37.26% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | New | 141,439 | 3,692 | 0.1% | — | 10 | +141,439 | New | Q4 2025 | Feb 06, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 132,990 | 3,471 | 1.52% | 0.47% | 11 | +94,205 | 242.89% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 125,720 | 3,281 | 0.0% | 0.0% | 12 | +10,785 | 9.38% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 111,603 | 2,913 | 0.0% | 0.0% | 13 | +56,011 | 100.75% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 105,245 | 2,748 | 0.0% | 0.0% | 14 | +60,334 | 134.34% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | New | 95,290 | 2,487 | 0.0% | — | 15 | +95,290 | New | Q4 2025 | Feb 17, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 90,119 | 2,352 | 1.62% | 0.63% | 16 | +54,660 | 154.15% | Q4 2025 | Jan 26, 2026 |
| CacheTech Inc. | History | New | 89,121 | 2,326 | 0.43% | — | 17 | +89,121 | New | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 78,016 | 2,036 | 0.0% | 0.0% | 18 | +18,017 | 30.03% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 69,724 | 1,820 | 0.0% | 0.0% | 19 | +22,343 | 47.16% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | New | 67,775 | 1,769 | 0.03% | — | 20 | +67,775 | New | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | New | 67,392 | 1,759 | 0.0% | — | 21 | +67,392 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 63,870 | 1,667 | 0.03% | 0.02% | 22 | +31,365 | 96.49% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 61,895 | 1,615 | 0.0% | 0.0% | 23 | +16,674 | 36.87% | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 61,272 | 1,599 | 0.84% | — | 24 | +61,272 | New | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 59,195 | 1,545 | 0.0% | 0.0% | 25 | +46,185 | 355.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 45,885 | 1,198 | 0.0% | — | 26 | +45,885 | New | Q4 2025 | Feb 12, 2026 |
| Altrius Capital Management Inc | History | Added to | 45,048 | 1,175 | 0.25% | 0.05% | 27 | +36,390 | 420.3% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,862 | 780 | 0.0% | 0.0% | 28 | +9,431 | 46.16% | Q4 2025 | Feb 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 29,786 | 777 | 0.01% | 0.02% | 29 | +147 | 0.5% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,442 | 692 | 0.0% | 0.0% | 30 | +650 | 2.52% | Q4 2025 | Jan 08, 2026 |
| Axim Planning & Wealth | History | New | 26,066 | 680 | 0.72% | — | 31 | +26,066 | New | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | New | 25,328 | 661 | 0.01% | — | 32 | +25,328 | New | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Added to | 24,488 | 639 | 0.0% | 0.0% | 33 | +6,849 | 38.83% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,691 | 592 | 0.01% | 0.01% | 34 | +1,919 | 9.24% | Q4 2025 | Feb 03, 2026 |
| Keel Point, LLC | History | Added to | 20,671 | 539 | 0.03% | 0.03% | 35 | +2,278 | 12.39% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | New | 19,562 | 510 | 0.04% | — | 36 | +19,562 | New | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 19,160 | 500 | 0.0% | — | 37 | +19,160 | New | Q4 2025 | Feb 17, 2026 |
| Ark Wealth Advisors LLC | History | New | 18,657 | 487 | 0.52% | — | 39 | +18,657 | New | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,692 | 487 | 0.0% | 0.0% | 38 | -583 | -3.02% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,778 | 464 | 0.0% | 0.0% | 40 | +5,921 | 49.94% | Q4 2025 | Jan 23, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 17,319 | 452 | 0.12% | 0.12% | 41 | +509 | 3.03% | Q4 2025 | Feb 09, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 16,750 | 437 | 0.22% | 0.24% | 42 | -1,141 | -6.38% | Q4 2025 | Jan 29, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 16,608 | 433 | 0.01% | 0.01% | 43 | -524 | -3.06% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 15,752 | 411 | 0.07% | 0.07% | 44 | +1,526 | 10.73% | Q4 2025 | Jan 14, 2026 |
| Segment Wealth Management, LLC | History | Added to | 15,650 | 408 | 0.02% | 0.02% | 45 | +770 | 5.17% | Q4 2025 | Jan 29, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 14,831 | 387 | 0.03% | 0.04% | 46 | -2,949 | -16.59% | Q4 2025 | Feb 04, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 14,580 | 380 | 0.05% | 0.03% | 47 | +4,926 | 51.03% | Q4 2025 | Feb 13, 2026 |
| AlphaStar Capital Management, LLC | History | New | 14,115 | 368 | 0.03% | — | 48 | +14,115 | New | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 13,537 | 353 | 0.01% | 0.0% | 49 | +5,404 | 66.45% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Reduced | 11,202 | 292 | 0.01% | 0.01% | 50 | -5,292 | -32.08% | Q4 2025 | Feb 17, 2026 |
| Topsail Wealth Management, LLC | History | New | 11,157 | 291 | 0.04% | — | 51 | +11,157 | New | Q4 2025 | Feb 04, 2026 |
| Valtinson Bruner Financial Planning LLC | History | New | 8,561 | 223 | 0.06% | — | 52 | +8,561 | New | Q4 2025 | Feb 09, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 8,397 | 219 | 0.12% | — | 53 | +8,397 | New | Q4 2025 | Jan 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 8,229 | 214 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 8,118 | 211 | 0.06% | 0.06% | 55 | +131 | 1.64% | Q4 2025 | Jan 16, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 8,035 | 209 | 0.02% | 0.02% | 56 | +1,150 | 16.7% | Q4 2025 | Feb 11, 2026 |
| Carnegie Investment Counsel | History | New | 7,690 | 200 | 0.0% | — | 57 | +7,690 | New | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | Added to | 7,415 | 193 | 0.04% | 0.03% | 58 | +965 | 14.96% | Q4 2025 | Feb 09, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 7,220 | 188 | 0.13% | — | 59 | +7,220 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5,725 | 149 | 0.02% | — | 60 | +5,725 | New | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,236 | 136 | 0.0% | 0.0% | 61 | +5,168 | 7600.0% | Q4 2025 | Feb 18, 2026 |
| Capital Analysts, LLC | History | No change | 4,150 | 108 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,675 | 69 | 0.0% | 0.0% | 63 | -1,483 | -35.67% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,445 | 63 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2,044 | 53 | 0.04% | — | 65 | +2,044 | New | Q4 2025 | Feb 11, 2026 |
| Horizons Wealth Management | History | No change | 1,429 | 37 | 0.02% | 0.03% | 66 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,394 | 36 | 0.0% | — | 67 | +1,394 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 780 | 20 | 0.0% | 0.0% | 68 | +619 | 384.47% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 521 | 14 | 0.0% | 0.0% | 69 | -521 | -50.0% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | New | 86 | 2 | 0.0% | — | 70 | +86 | New | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -76,229 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,605 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HORIZON FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -554 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 22, 2026 |