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 143 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $353 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
67,552
shares
|
$1.54 Million
0.26% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
66,075
shares
|
$1.5 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%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
61,562
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
61,125
shares
|
$1.39 Million
0.94% of portfolio
|
Q2 2025
Added 445.76%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
60,898
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Added 390.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
59,948
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
54,809
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
53,392
shares
|
$1.21 Million
0.47% of portfolio
|
Q2 2025
Added 135.17%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
53,218
shares
|
$1.21 Million
0.58% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
52,193
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
45,654
shares
|
$1.04 Million
0.4% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
39,291
shares
|
$893,477
0.16% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
36,621
shares
|
$832,761
0.01% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
35,226
shares
|
$801,039
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
34,622
shares
|
$787,304
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
33,300
shares
|
$757,242
0.01% of portfolio
|
Q3 2025
Added 31.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
32,718
shares
|
$744,007
0.02% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
31,997
shares
|
$727,611
0.55% of portfolio
|
Q2 2025
Added 64.33%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
31,396
shares
|
$713,945
0.42% of portfolio
|
Q1 2025
Added 113.01%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
30,959
shares
|
$704,007
0.25% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
29,591
shares
|
$672,899
0.39% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
29,374
shares
|
$667,964
0.14% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
28,127
shares
|
$639,607
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
28,113
shares
|
$639,289
0.01% of portfolio
|
Q2 2025
Added 14853.72%
|