Invesco Senior Loan ETFBKLNETF

13F holders, Q1 2026 (March 31)
503holders −3
70new positions
73sold out
1famous investor
$20.23avg. 13F price*

At the end of Q1 2026, 503 institutions reported holding Invesco Senior Loan ETF (BKLN) in their 13F filings, down 3 from Q4 2025. 70 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($351.4M), UBS Group AG ($343.2M) and Wellington Management Group LLP ($321.9M). One famous investor held it Howard Marks (0.1% of Oaktree Capital Management's portfolio).

Company
Invesco Senior Loan ETF
CUSIP
46138G508
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 505Q1 2024Q2 2024: 525Q2 2024Q3 2024: 492Q3 2024Q4 2024: 540Q4 2024Q1 2025: 541Q1 2025Q2 2025: 520Q2 2025Q3 2025: 502Q3 2025Q4 2025: 506Q4 2025Q1 2026: 503Q1 2026Q2 2026: 504Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions70$366.7M
Exits73$965.9M

All 13F filers, Q4 2025 → Q1 2026: 77,630,729 shares bought and 87,862,079 shares sold, net −10,231,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 503 holders

BlackRock, Inc. 0.01% Reduce -4.4% 17,218,998 $351.4M
UBS Group AG 0.06% Add +64.6% 16,817,529 $343.2M
Wellington Management Group LLP 0.06% Add +3005.7% 15,771,843 $321.9M
Morgan Stanley 0.02% Add +6.3% 13,124,549 $267.9M
Investment Management Corp of Ontario 2.75% Reduce -19.9% 10,465,977 $213.6M
Charles Schwab Investment Management Inc. 0.03% Add +4.4% 9,905,887 $202.2M
Invesco Ltd. 0.02% Reduce -0.2% 8,711,010 $177.8M
Ensign Peak Advisors, Inc 0.32% Add +44.9% 8,463,930 $172.7M
Goldman Sachs Group Inc. 0.02% Add +103.6% 8,370,401 $170.8M
Ocean Park Asset Management, LLC 8.93% Add +99.6% 7,573,158 $154.6M
LPL Financial LLC 0.03% Add +13.6% 5,426,000 $110.7M
BNP Paribas Financial Markets 0.07% Add +34.4% 5,383,224 $109.9M
Bank of America Corp. 0.01% Reduce -47.1% 4,684,640 $95.6M
State of Wisconsin Investment Board 0.22% Add +44.8% 4,620,000 $94.3M
Assetmark, Inc. 0.18% Add +8.7% 4,376,443 $89.3M
Diversify Wealth Management, LLC 1.51% Add +919.5% 4,117,328 $84.7M
CIBC Asset Management Inc 0.19% Add +9.8% 3,801,166 $77.6M
Jane Street Group, LLC 0.08% New 3,744,507 $76.4M
Bain Capital Credit, LP 24.64% Reduce -48.7% 3,658,098 $74.7M
Symetra Investment Management Co 6.36% Add +583.5% 3,597,095 $73.4M
Barclays PLC 0.03% Add +2281.9% 3,572,924 $72.9M
Citigroup Inc. 0.04% Add +1653.0% 3,415,010 $69.7M
Wells Fargo & Company 0.01% Reduce -8.5% 3,206,635 $65.4M
Ameriprise Financial Inc. 0.02% Reduce -9.1% 3,180,432 $64.9M
TD Asset Management Inc 0.05% Reduce -15.8% 2,901,670 $59.2M
Lord, Abbett & Co. LLC 0.20% Add +43.3% 2,809,062 $57.3M
Envestnet Asset Management Inc. 0.02% Reduce -27.1% 2,767,937 $56.5M
Hikari Tsushin, Inc. 3.49% No change 2,483,848 $50.7M
Bank of New York Mellon Corp 0.01% Reduce -5.2% 2,479,580 $50.6M
1607 Capital Partners, LLC 3.00% Reduce -29.9% 2,036,575 $41.6M
WINTON GROUP Ltd 1.43% New 2,000,000 $40.8M
Shenkman Capital Management Inc. 25.16% Reduce -33.6% 1,918,265 $40.2M
Angel Oak Capital Advisors, LLC 43.69% New 1,926,396 $39.3M
Sumitomo Life Insurance Co. 0.89% Reduce -40.9% 1,873,081 $38.2M
CIBC Bancorp USA Inc. 0.05% — 1,901,970 $38.1M
Aristotle Pacific Capital, LLC 29.93% Reduce -41.1% 1,804,072 $36.8M
CNO Financial Group, Inc. 20.40% Reduce -7.6% 1,743,750 $35.6M
Prudential PLC 0.27% Reduce -28.1% 1,736,450 $35.4M
Calamos Advisors LLC 0.18% Reduce -25.6% 1,672,637 $34.1M
Loomis Sayles & Co. L P 0.04% Reduce -17.7% 1,586,632 $32.4M
Rockefeller Capital Management L.P. 0.06% Reduce -42.4% 1,528,050 $31.2M
JPMorgan Chase & Co. 0.00% Add +1726.1% 1,496,791 $30.4M
Cerity Partners LLC 0.04% Add +13.6% 1,428,598 $29.2M
State of Tennessee, Department of Treasury 0.09% New 1,325,602 $27.1M
Liberty Mutual Group Asset Management Inc. 2.00% New 1,225,000 $25.0M
Factory Mutual Insurance Co. 0.28% No change 1,200,000 $24.5M
Osaic Holdings, Inc. 0.04% Add +0.0% 1,190,008 $24.3M
Ironwood Wealth Management, Inc. 10.79% Add +0.5% 1,170,929 $24.1M
Strategic Investment Advisors / MI 1.65% Add +22.3% 1,171,384 $23.9M
Franklin Resources Inc. 0.01% Add +10.7% 1,135,339 $23.2M
New York Life Investment Management LLC 0.19% Add +5.3% 1,114,085 $22.7M
Federated Hermes, Inc. 0.04% Reduce -17.5% 1,060,845 $21.7M
Neuberger Berman Group LLC 0.01% Reduce -72.3% 928,060 $18.9M
Catalyst Capital Advisors LLC 0.34% No change 901,688 $18.4M
Trajan Wealth LLC 0.73% Add +4.9% 879,723 $18.0M
Inspire Advisors, LLC 1.43% Add +6.2% 860,190 $17.6M
Guggenheim Capital LLC 0.14% Reduce -8.6% 844,108 $17.2M
Cresset Asset Management, LLC 0.07% Add +7.0% 840,909 $17.2M
Koss-Olinger Consulting, LLC 1.40% New 817,772 $16.7M
Wellington Grp LLC 5.13% Reduce -5.8% 816,513 $16.7M
RFG Holdings, Inc. 3.93% Reduce -59.6% 763,745 $15.6M
Endurance Services Ltd 2.56% New 743,494 $15.2M
One William Street Capital Management, L.P. 28.44% New 725,000 $14.8M
D.A. Davidson & Co. 0.08% Add +2.9% 674,820 $13.8M
Nomura Asset Management International Inc. 0.02% No change 674,157 $13.8M
National Bank of Canada 0.01% Add +4.5% 678,373 $13.8M
Courage Capital Management LLC 18.73% No change 648,000 $13.2M
HRT Financial LP 0.03% Reduce -38.7% 646,215 $13.2M
Amundi 0.00% New 639,686 $13.1M
Royal Bank of Canada 0.00% Reduce -1.6% 637,489 $13.0M
MML Investors Services, LLC 0.04% Reduce -44.6% 629,132 $12.8M
Mechanics Bank Trust Department 1.73% Reduce -13.4% 612,847 $12.5M
Raymond James Financial Inc. 0.00% Reduce -1.3% 612,336 $12.5M
Wealthcare Advisory Partners LLC 0.24% Reduce -41.9% 606,611 $12.4M
Bank of Montreal 0.01% Reduce -6.8% 600,983 $12.3M
Park Avenue Securities LLC 0.09% Reduce -10.2% 588,172 $12.0M
Cetera Investment Advisers 0.01% Reduce -17.9% 579,089 $11.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +182.8% 552,843 $11.3M
Cim, LLC 1.63% Add +2.5% 552,752 $11.3M
NYL Investors LLC 4.05% Reduce -24.6% 524,558 $10.7M
Man Group plc 0.02% Reduce -73.6% 523,173 $10.7M
Wealthspire Retirement, LLC 0.62% Add +11.4% 508,070 $10.4M
Foundations Investment Advisors, LLC 0.13% Reduce -5.0% 504,222 $10.3M
Adventist Health System Sunbelt Healthcare Corp. 0.35% New 493,800 $10.1M
Cibc World Market Inc. 0.02% New 489,920 $10.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% New 485,000 $9.9M
APG Asset Management US Inc. 0.08% No change 480,000 $9.8M
Horizon Wealth Management, LLC 1.37% New 457,808 $9.3M
Angeles Wealth Management, LLC 0.49% Add +8.6% 445,052 $9.1M
Prevail Innovative Wealth Advisors, LLC 1.48% Add +220.7% 430,169 $8.8M
Coral Wealth Management, LLC 9.79% — 428,815 $8.8M
Fortitude Family Office, LLC 1.93% Add +7.9% 421,787 $8.6M
Matthew Goff Investment Advisor, LLC 1.42% Reduce -1.1% 416,009 $8.5M
Schroder Investment Management Group 0.01% Reduce -49.3% 391,819 $8.0M
Permanens Capital L.P. 1.01% New 383,369 $7.8M
Janney Montgomery Scott LLC 0.02% Reduce -2.6% 378,103 $7.7M
Exchange Traded Concepts, LLC 0.06% Add +125.7% 351,858 $7.2M
Truist Financial Corp. 0.01% Reduce -26.6% 316,145 $6.5M
SAM Advisors, LLC 2.02% Add +2.4% 316,032 $6.5M
TigerOak Management, L.L.C. 2.03% Add +16.3% 315,410 $6.4M
FORM Wealth Advisors, LLC 0.75% Reduce -32.9% 313,227 $6.4M
AdvisorNet Financial, Inc 0.33% Add +2.9% 307,736 $6.3M
Simplicity Wealth,LLC 0.35% Add +1.4% 303,398 $6.2M
Cordoba Advisory Partners LLC 1.69% New 300,174 $6.1M
Russell Investments Group, Ltd. 0.01% Add +500.0% 300,000 $6.1M
CENTRAL TRUST Co 0.12% Add +5.0% 298,787 $6.1M
Stephens Inc. 0.08% No change 295,707 $6.0M
Commonwealth Equity Services, LLC 0.01% Add +28.4% 295,406 $6.0M
Concurrent Investment Advisors, LLC 0.07% Add +53.1% 291,910 $6.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.68% Add +1.1% 273,428 $5.6M
Nuveen, LLC 0.00% Reduce -91.4% 258,500 $5.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -52.8% 255,131 $5.2M
Trustmark Bank Trust Department 0.33% Reduce -49.9% 250,840 $5.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.5% 250,322 $5.1M
Macquarie Group Ltd. 0.03% No change 250,000 $5.1M
Baird Financial Group, Inc. 0.01% Add +23.9% 246,519 $5.0M
Ritholtz Wealth Management 0.09% Add +28.6% 244,522 $5.0M
Wedbush Securities Inc. 0.14% Reduce -9.8% 233,355 $4.8M
Piedmont Capital Management, LLC 2.42% Add +3.4% 232,234 $4.8M
First Citizens Bank & Trust Co. 0.10% Add +0.6% 225,475 $4.6M
Fifth Third Bancorp 0.01% Add +10073.6% 225,142 $4.6M
Group One Trading LLC 0.15% New 223,912 $4.6M
Financial Advisory Partners, LLC 1.28% Add +0.5% 221,119 $4.5M
Walleye Trading LLC 0.09% New 218,107 $4.5M
Ausdal Financial Partners, Inc. 0.19% Add +5.3% 211,608 $4.3M
Merit Financial Group, LLC 0.03% Reduce -13.3% 206,375 $4.2M
Kestra Advisory Services, LLC 0.02% Add +8.9% 200,140 $4.1M
Oaktree Capital Management 0.09% New 200,020 $4.1M
J.Safra Asset Management Corp 0.21% Add +7.4% 190,850 $3.9M
AE Wealth Management LLC 0.02% Add +33.9% 183,794 $3.8M
Transcendent Capital Group LLC 1.68% New 180,941 $3.7M
Asset Allocation Strategies LLC 0.64% Reduce -10.8% 177,183 $3.6M
Sei Investments Co. 0.00% Reduce -95.3% 174,530 $3.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Reduce -3.3% 174,085 $3.6M
Oasis Advisors, LLC 0.70% Add +2800.7% 2,709,317 $3.5M
Blue Fin Capital, Inc. 0.58% Add +4.7% 173,088 $3.5M
Matrix Private Capital Group LLC 1.66% Reduce -8.1% 168,976 $3.4M
Guardian Asset Advisors, LLC 1.99% Reduce -20.8% 166,701 $3.4M
Regatta Capital Group, LLC 0.51% Add +19.5% 164,845 $3.4M
Mount Lucas Management LP 1.23% Add +14.4% 162,896 $3.3M
McAdam, LLC 0.15% Reduce -1.7% 162,476 $3.3M
Stifel Financial Corp. 0.00% Add +28.6% 161,659 $3.3M
Appleton Partners Inc. 0.23% Add +3.4% 161,495 $3.3M
Kingsview Wealth Management, LLC 0.04% Reduce -45.2% 161,344 $3.3M
Ti-Trust, Inc. 1.90% No change 156,536 $3.2M
Mercer Global Advisors Inc. 0.00% Reduce -37.9% 156,423 $3.2M
Spire Wealth Management 0.11% Add +0.3% 153,694 $3.1M
Mittelman Wealth Management 1.95% Add +15.0% 153,160 $3.1M
Winthrop Partners - WNY, LLC 1.66% Reduce -2.6% 152,544 $3.1M
Adell Harriman & Carpenter Inc. 0.19% Reduce -1.1% 152,183 $3.1M
Bay Capital Advisors, LLC 1.91% Reduce -11.0% 151,685 $3.1M
Old Port Advisors 0.70% Add +4.1% 148,847 $3.0M
Auour Investments LLC 0.93% New 144,519 $2.9M
Integrated Wealth Concepts LLC 0.02% Add +24.9% 143,198 $2.9M
National Philanthropic Trust 0.03% No change 143,061 $2.9M
HighTower Advisors, LLC 0.00% Add +0.8% 142,482 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -26.0% 142,390 $2.9M
Fiduciary Financial Group, LLC 0.38% Add +11.4% 141,620 $2.9M
Charles Schwab Trust Co 0.19% Add +23.4% 140,255 $2.9M
WT Wealth Management 0.84% Add +15.8% 137,770 $2.8M
Fiduciary Alliance LLC 0.16% Add +1.8% 131,733 $2.7M
Simplex Trading, LLC 0.08% New 132,284 $2.7M
Clark Capital Management Group, Inc. 0.02% Add +10.0% 130,133 $2.7M
Ascentis Independent Advisors 0.20% Add +148.4% 129,821 $2.6M
Perennial Advisors, LLC 0.45% Reduce -0.0% 127,257 $2.6M
Signature Estate & Investment Advisors LLC 0.05% Add +23.6% 126,615 $2.6M
Fiera Capital Corp 0.01% No change 125,000 $2.6M
Two Sigma Securities, LLC 0.29% Reduce -37.6% 122,700 $2.5M
Peddock Capital Advisors, LLC 0.55% Add +4.0% 122,638 $2.5M
Valpey Financial Services, LLC 1.61% Add +3.1% 121,542 $2.5M
Deutsche Bank AG 0.00% Add +11.3% 119,582 $2.4M
Destination Wealth Management 0.06% Reduce -3.3% 117,498 $2.4M
IFG Advisors, LLC 0.39% Add +12.4% 117,472 $2.4M
Tradewinds Capital Management, LLC 0.47% Reduce -2.6% 116,630 $2.4M
Mariner, LLC 0.00% Reduce -8.8% 114,826 $2.3M
TT Capital Management LLC 1.93% Reduce -4.5% 114,780 $2.3M
Castlekeep Investment Advisors LLC 1.27% Reduce -12.5% 114,383 $2.3M
Orion Porfolio Solutions, LLC 0.02% Reduce -38.2% 113,152 $2.3M
Susquehanna International Group, LLP 0.00% New 112,030 $2.3M
Jones Financial Companies LLLP 0.00% Add +24.8% 111,247 $2.3M
Tempo Wealth, LLC 0.39% Reduce -0.8% 109,554 $2.2M
Impact Partnership Wealth, LLC 0.27% Add +28.4% 108,103 $2.2M
Wealthfront Advisers LLC 0.00% Reduce -12.1% 105,544 $2.2M
Garner Asset Management Corp 0.81% Reduce -3.2% 101,328 $2.1M
Nikulski Financial, Inc. 0.47% Add +7.2% 92,956 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -33.0% 91,463 $1.9M
Arkadios Wealth Advisors 0.03% New 90,771 $1.9M
Pinnacle Financial Partners, Inc. 0.01% Add +4.7% 86,386 $1.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 85,800 $1.8M
Aletheian Wealth Advisors LLC 0.84% — 84,709 $1.7M
Independent Financial Group, LLC 0.04% Reduce -19.6% 83,962 $1.7M
Private Advisor Group, LLC 0.01% Reduce -8.5% 83,479 $1.7M
1832 Asset Management L.P. 0.00% New 83,095 $1.7M
Centiva Capital, LP 0.08% Reduce -83.5% 83,025 $1.7M
HCR Wealth Advisors 0.17% Reduce -48.0% 81,007 $1.7M
Strategic Financial Partners, Ltd. 0.70% Add +203.5% 79,751 $1.6M
Founders Financial Securities LLC 0.09% Reduce -53.7% 75,041 $1.5M
Whittier Trust Co. of Nevada Inc. 0.03% No change 74,985 $1.5M
Left Brain Wealth Management, LLC 0.59% Add +12.4% 74,214 $1.5M
TD Private Client Wealth LLC 0.03% Reduce -1.0% 73,966 $1.5M
Waverly Advisors, LLC 0.01% Reduce -1.6% 73,953 $1.5M
Cambridge Associates LLC /Ma/ 0.02% New 72,046 $1.5M
Apella Capital, LLC 0.02% New 70,664 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -82.9% 71,181 $1.5M
Advisory Alpha, LLC 0.04% Reduce -70.0% 70,199 $1.4M
NorthCoast Asset Management LLC 0.03% Reduce -51.7% 68,699 $1.4M
Signal Advisors Wealth, LLC 0.09% Reduce -34.1% 67,470 $1.4M
FC Advisory LLC 0.39% Add +1.5% 65,564 $1.3M
AA Financial Advisors, LLC 0.19% Add +166.1% 65,204 $1.3M
Marble Wealth, LLC 0.23% Add +26.4% 65,154 $1.3M
Cwm, LLC 0.00% Reduce -6.4% 64,597 $1.3M
Triumph Capital Management 0.26% Add +3.1% 62,208 $1.3M
Bennett Selby Investments LP 0.44% Reduce -0.1% 62,023 $1.3M
Prospera Financial Services Inc 0.02% Reduce -2.9% 61,079 $1.2M
WCG Wealth Advisors LLC 0.03% Add +59.1% 60,104 $1.2M
CI Investments Inc. 0.01% Reduce -93.7% 58,850 $1.2M
Hillsdale Investment Management Inc. 0.03% Add +70.6% 56,310 $1.1M
Wagner Wealth Management, LLC 0.23% Reduce -0.3% 55,735 $1.1M
BNP Paribas 0.04% Reduce -93.0% 54,084 $1.1M
4Thought Financial Group Inc. 0.54% Add +282.5% 53,610 $1.1M
Cary Street Partners Financial LLC 0.03% Reduce -8.2% 50,849 $1.0M
Edgestream Partners, L.P. 0.03% Reduce -58.7% 50,363 $1.0M
Total Clarity Wealth Management, Inc. 0.24% Reduce -3.0% 50,305 $1.0M
Cobblestone Asset Management LLC 0.44% Add +16.4% 47,750 $975K
TD Waterhouse Canada Inc. 0.00% No change 47,391 $969K
Flagstar Securities, Inc. 0.35% Add +2.5% 46,877 $957K
Brookwood Investment Group LLC 0.12% Reduce -5.9% 46,085 $941K
First United Bank & Trust 0.31% Reduce -16.8% 46,062 $940K
Pinion Investment Advisors, LLC 0.22% Reduce -83.7% 45,942 $938K
World Investment Advisors 0.02% Reduce -0.5% 45,915 $937K
Optima Capital LLC 0.43% Reduce -0.8% 45,564 $930K
Sigma Planning Corp 0.02% Reduce -11.1% 43,848 $895K
Mgo One Seven LLC 0.02% Reduce -3.2% 43,289 $884K
IAM Advisory, LLC 0.20% Reduce -4.0% 43,205 $882K
Invst, LLC 0.10% Reduce -1.3% 42,974 $877K
MAI Capital Management 0.01% Reduce -5.2% 42,841 $874K
Readystate Asset Management LP 0.09% New 41,786 $853K
Oppenheimer & Co. Inc. 0.01% Reduce -26.6% 41,739 $852K
Atria Investments, Inc 0.01% Reduce -0.5% 40,917 $835K
Hilltop Holdings Inc. 0.08% Reduce -31.1% 40,892 $835K
Commerce Bank 0.00% Add +0.6% 40,854 $834K
Intrust Bank NA 0.07% No change 40,404 $825K
Sage Financial Group Inc. 0.05% Reduce -84.7% 40,364 $824K
First Trust Advisors LP 0.00% Reduce -3.6% 39,807 $812K
Cullen/Frost Bankers, Inc. 0.01% Add +2.4% 39,392 $804K
Mutual Advisors, LLC 0.02% Add +3.4% 37,955 $775K
BOS Asset Management, LLC 0.20% No change 37,868 $773K
Focus Partners Wealth 0.00% Reduce -16.4% 37,005 $755K
Wealthcare Capital Management LLC 0.07% Add +27.1% 36,515 $745K
&partners 0.00% Reduce -24.6% 36,454 $744K
Insigneo Advisory Services, LLC 0.05% Reduce -0.7% 36,267 $740K
Equitable Holdings, Inc. 0.00% Add +92.5% 35,100 $737K
Vontobel Holding Ltd. 0.00% Reduce -90.9% 36,000 $735K
Summit Financial, LLC 0.01% Add +1.2% 35,800 $731K
Advisory Services Network, LLC 0.01% Add +16.5% 35,704 $729K
Sovereign Financial Group, Inc. 0.13% New 35,580 $726K
SageView Advisory Group, LLC 0.03% Reduce -16.4% 35,361 $722K
Farther Finance Advisors, LLC 0.01% Add +28.2% 34,904 $714K
High Net Worth Advisory Group LLC 0.16% No change 34,500 $704K
Steward Partners Investment Advisory, LLC 0.00% Reduce -10.1% 34,253 $699K
Dynamic Advisor Solutions LLC 0.02% Add +46.9% 33,695 $688K
NewEdge Advisors, LLC 0.00% Reduce -38.6% 33,375 $681K
Wealthcare Capital Partners, LLC 0.32% Add +20.0% 33,124 $676K
Leo Wealth, LLC 0.05% Add +76.1% 32,884 $671K
Balefire, LLC 0.13% New 32,767 $669K
Harbor Capital Advisors, Inc. 0.05% New 32,391 $661K
Advyzon Investment Management, LLC 0.06% Add +3.7% 32,298 $659K
Waters Parkerson & Co., LLC 0.03% New 32,250 $658K
AEGON USA Investment Management, LLC 0.64% Reduce -50.0% 31,500 $643K
Continental Investors Services, Inc. 0.61% Add +0.3% 31,110 $642K
Mather Group, Llc. 0.01% New 31,320 $639K
Eagle Bay Advisors LLC 0.56% Add +2.4% 31,307 $639K
StoneX Group Inc. 0.03% Add +0.2% 31,087 $633K
Fort Sheridan Advisors LLC 0.08% Reduce -9.8% 30,676 $626K
First Interstate Bank 0.04% Add +208.5% 30,565 $624K
Captrust Financial Advisors 0.00% Add +0.7% 30,507 $623K
Pasadena Private Wealth, LLC 0.09% Add +1.7% 30,450 $621K
HSBC Holdings PLC 0.00% New 29,847 $609K
PFG Advisors 0.03% Add +18.1% 29,584 $604K
Tidal Investments LLC 0.00% Reduce -53.0% 29,369 $599K
Forum Finance Group S.A. 0.32% — 36,315 $594K
Operose Advisors LLC 0.14% Reduce -25.8% 28,992 $592K
First Citizens Asset Management, Inc. 0.21% Reduce -2.5% 28,737 $587K
Western Wealth Management, LLC 0.02% Add +174.3% 28,575 $583K
Pacific Excel Wealth Advisors, Inc. 0.61% Add +22.9% 28,397 $580K
Nvwm, LLC 0.13% New 28,358 $579K
Sanctuary Advisors, LLC 0.00% Reduce -1.3% 28,358 $579K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 28,306 $578K
GoalVest Advisory LLC 0.11% Reduce -91.9% 28,305 $578K
Stelac Advisory Services LLC 0.11% Reduce -10.5% 27,747 $566K
Oder Investment Management, LLC 0.43% Add +7.3% 27,610 $564K
Integrated Advisors Network LLC 0.03% Reduce -71.5% 27,469 $561K
FMR LLC 0.00% Reduce -94.0% 27,041 $552K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -0.0% 26,935 $547K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% No change 26,775 $546K
PNC Financial Services Group, Inc. 0.00% Add +0.4% 26,467 $540K
Gateway Wealth Partners, LLC 0.02% New 26,147 $534K
Lewis Asset Management, LLC 0.22% Reduce -1.8% 26,145 $534K
CoreCap Advisors, LLC 0.02% Reduce -7.3% 25,813 $527K
Strategic Blueprint, LLC 0.03% Reduce -5.9% 25,741 $525K
Sowell Financial Services LLC 0.02% Add +1.5% 25,728 $525K
Clear Harbor Asset Management, LLC 0.04% New 25,460 $520K
New Wave Wealth Advisors LLC 0.18% No change 25,453 $519K
DV Trading LLC 0.05% New 25,300 $516K
Navigation Wealth Management, Inc. 1.83% Add +122.6% 24,891 $508K
Gill Capital Partners, LLC 0.15% Add +0.5% 24,858 $507K
Beacon Pointe Advisors, LLC 0.00% Reduce -74.8% 24,615 $502K
EFG International AG 0.01% No change 24,445 $499K
Kestra Private Wealth Services, LLC 0.01% Add +0.5% 24,380 $498K
Garden State Investment Advisory Services LLC 0.12% Add +13.3% 24,320 $496K
Composition Wealth, LLC 0.01% Reduce -54.1% 23,976 $489K
Savvy Advisors, Inc. 0.01% New 23,972 $489K
AlphaCentric Advisors LLC 0.48% Add +17.3% 23,752 $485K
Adams Wealth Management 0.11% Reduce -14.3% 23,453 $479K
CacheTech Inc. 0.09% Reduce -14.3% 23,453 $479K
Virtus Fixed Income Advisers, LLC 0.45% Reduce -67.3% 23,335 $476K
Tactive Advisors, LLC 0.13% Add +4.0% 23,177 $473K
Parallel Advisors, LLC 0.01% Add +0.3% 22,979 $469K
First City Capital Management, Inc. 0.25% Reduce -3.6% 22,808 $466K
Verus Capital Partners, LLC 0.03% Reduce -55.7% 22,792 $465K
Icon Advisers Inc. 0.11% Reduce -78.9% 22,733 $464K
Concord Wealth Partners 0.06% Reduce -8.2% 22,532 $460K
Investment Partners, LTD. 0.16% Add +19.6% 22,100 $451K
Synergy Asset Management, LLC 0.05% Add +41.5% 21,012 $429K
XTX Topco Ltd 0.01% Reduce -35.4% 20,926 $427K
Everpar Advisors LLC 0.15% Reduce -2.9% 20,907 $427K
Perigon Wealth Management, LLC 0.01% Reduce -84.2% 20,517 $419K
Independent Advisor Alliance 0.00% New 20,092 $410K
J Hagan Capital, Inc. 0.22% Reduce -65.9% 19,816 $404K
Rothschild Investment LLC 0.02% Add +25.3% 19,790 $404K
Sequent Planning LLC 0.10% Add +5.7% 19,733 $403K
Eagle Strategies LLC 0.05% Add +0.6% 19,632 $401K
Plan Group Financial, LLC 0.09% New 19,064 $389K
Riggs Asset Managment Co. Inc. 0.08% Reduce -4.4% 19,000 $388K
Decision Investments, Inc. 0.44% Reduce -0.5% 18,785 $383K
Cedrus Wealth Group LLC 0.42% Add +2.3% 18,517 $378K
Everstar Asset Management, LLC 0.20% Reduce -10.7% 18,400 $376K
Snowden Capital Advisors LLC 0.01% Add +4.2% 18,030 $368K
Community Bank & Trust, Waco, Texas 0.07% Add +8.9% 17,977 $367K
Dimension Capital Management LLC 0.05% No change 17,840 $364K
Nwam LLC 0.02% Reduce -2.0% 17,802 $363K
Sequoia Financial Advisors, LLC 0.00% Reduce -26.8% 17,736 $362K
Croban 0.17% Reduce -27.1% 17,681 $361K
Lanark Financial, Inc. 0.03% Add +5.2% 17,261 $352K
Apollon Wealth Management, LLC 0.01% Reduce -59.5% 17,249 $352K
Centaurus Financial, Inc. 0.02% Add +36.4% 16,929 $346K
Richmond Investment Services, LLC 0.06% No change 16,892 $345K
Harbour Investments, Inc. 0.01% Add +21.1% 16,887 $345K
Sanchez Gaunt Capital Management, LLC 0.21% — 16,854 $344K
Choate Investment Advisors 0.01% No change 16,810 $343K
Joseph P. Lucia & Associates, LLC 0.12% No change 16,808 $343K
Naples Global Advisors, LLC 0.02% Reduce -0.2% 16,650 $340K
Blair William & Co. 0.00% Reduce -13.9% 16,582 $338K
Regal Investment Advisors LLC 0.02% Add +8.4% 16,582 $338K
Certuity, LLC 0.02% Reduce -26.5% 16,488 $337K
Qube Research & Technologies Ltd 0.00% Reduce -66.7% 16,040 $327K
Pathstone Holdings, LLC 0.00% Reduce -93.3% 16,035 $327K
Fortis Capital Advisors, LLC 0.04% New 15,804 $323K
Belpointe Asset Management LLC 0.01% New 15,804 $323K
Curtis Advisory Group, LLC 0.07% Add +24.9% 15,529 $317K
Capital Investment Advisors, LLC 0.00% Reduce -2.8% 15,421 $315K
American Institute for Advanced Investment Management, LLP 0.20% Reduce -3.6% 15,355 $313K
Advisors Asset Management, Inc. 0.01% Reduce -38.0% 14,932 $305K
Galilei Investment Office LLP 0.16% New 14,700 $300K
PAX Financial Group, LLC 0.05% Reduce -21.6% 14,482 $296K
LJI Wealth Management, LLC 0.05% No change 14,404 $294K
Creative Planning 0.00% Reduce -21.1% 14,265 $291K
TopTier Wealth Management, LLC 0.18% Add +1.5% 14,208 $290K
Hancock Whitney Corp. 0.01% Reduce -50.9% 14,041 $289K
Mission Hills Financial Advisory, LLC 0.15% Add +24.3% 13,994 $286K
Blueline Advisors LLC 0.22% Add +1785.8% 13,974 $285K
OneAscent Financial Services LLC 0.02% Reduce -3.5% 13,886 $283K
Thrivent Financial for Lutherans 0.00% Reduce -75.8% 13,655 $279K
Clear Creek Financial Management, LLC 0.02% Reduce -89.8% 13,531 $276K
Thompson David Blair 0.16% Reduce -1.7% 13,437 $274K
Cascade Financial Partners, LLC 0.03% No change 13,415 $274K
Argyle Capital Partners, LLC 0.20% Reduce -17.1% 13,334 $272K
Westview Management dba Westview Investment Advisors 0.14% No change 13,295 $271K
Bangor Savings Bank 0.02% Reduce -32.8% 13,242 $270K
Brookstone Capital Management 0.00% Reduce -13.0% 12,916 $264K
NBT Bank, N.A. 0.02% No change 12,765 $261K
Hexagon Capital Partners LLC 0.04% Reduce -7.9% 12,619 $258K
United Capital Financial Advisors, LLC 0.00% Reduce -9.9% 12,301 $252K
Alteri Wealth LLC 0.08% Reduce -8.4% 12,280 $251K
Opal Wealth Advisors, LLC 0.06% Reduce -0.3% 12,227 $250K
Arcus Capital Partners, LLC 0.09% New 12,100 $247K
Boyd Watterson Asset Management LLC 0.08% Reduce -19.2% 12,073 $246K
Evergreen Capital Management LLC 0.01% Reduce -0.5% 12,010 $245K
J.W. Cole Advisors, Inc. 0.01% Reduce -5.7% 11,982 $245K
Ameritas Advisory Services, LLC 0.01% Reduce -46.9% 11,922 $243K
Private Trust Co. NA 0.02% Add +14.1% 11,807 $241K
SeaCrest Wealth Management, LLC 0.02% No change 11,100 $227K
M Holdings Securities, Inc. 0.02% Add +4.4% 10,905 $225K
IHT Wealth Management, LLC 0.01% Add +0.9% 11,002 $225K
Howard Wealth Management, LLC 0.09% Reduce -9.8% 10,704 $218K
DAVENPORT & Co LLC 0.00% Reduce -6.3% 10,533 $215K
Simmons Bank 0.01% New 10,410 $212K
Mainstay Capital Management LLC 0.02% No change 10,387 $212K
First American Trust, FSB 0.01% New 10,374 $212K
1620 Investment Advisors, Inc. 0.14% No change 10,357 $211K
Wbi Investments, LLC 0.06% New 10,317 $211K
Millington Securities, LLC 0.06% — 10,317 $211K
Compound Planning, Inc. 0.01% New 10,308 $210K
Osborne Partners Capital Management, LLC 0.01% No change 10,290 $210K
Welch & Forbes LLC 0.00% Reduce -43.2% 10,214 $208K
Principal Securities, Inc. 0.00% Reduce -38.6% 10,208 $208K
Cordatus Wealth Management LLC 0.05% No change 10,203 $208K
Wilmington Savings Fund Society, FSB 0.00% No change 10,000 $204K
Kingswood Wealth Advisors, LLC 0.01% New 9,967 $203K
Elm3 Financial Group, LLC 0.17% Reduce -31.8% 9,926 $203K
Journey Strategic Wealth LLC 0.01% New 9,925 $203K
Betterment LLC 0.00% New 9,808 $200K
EverSource Wealth Advisors, LLC 0.01% No change 9,533 $195K
Global Assets Advisory, LLC 0.06% New 9,496 $194K
Anfield Capital Management, LLC 0.05% Add +4.1% 8,479 $173K
Geneos Wealth Management Inc. 0.00% Reduce -10.6% 8,452 $173K
Friedenthal Financial 0.08% Add +0.0% 7,670 $157K
LFA - Lugano Financial Advisors SA 0.08% Add +112.0% 7,570 $154K
Allworth Financial LP 0.00% Add +3.5% 6,468 $132K
International Assets Investment Management, LLC 0.01% Reduce -12.4% 6,025 $123K
Cliffwater LLC 0.03% No change 5,902 $120K
Ameritas Investment Partners, Inc. 0.00% Reduce -33.1% 5,774 $118K
Hantz Financial Services, Inc. 0.00% Reduce -11.9% 5,631 $115K
IMG Wealth Management, Inc. 0.07% Add +9.6% 5,161 $105K
IFG Advisory, LLC 0.28% New 4,805 $98K
Ashton Thomas Securities, LLC 0.01% No change 4,743 $97K
LGT Financial Advisors LLC 0.44% Add +4.2% 4,230 $86K
Strive Financial Group ,LLC 0.05% Reduce -2.4% 4,153 $85K
Global Wealth Strategies & Associates 0.02% No change 4,125 $84K
Fairscale Capital, LLC 0.06% New 3,949 $81K
Ironwood Wealth Management, LLC. 0.02% No change 3,859 $79K
SBI Securities Co., Ltd. 0.00% Reduce -5.9% 3,843 $78K
10Elms LLP 0.05% New 3,700 $76K
MeadowBrook Investment Advisors LLC 0.06% No change 3,424 $70K
Tower Research Capital LLC (TRC) 0.00% Add +69.0% 3,392 $69K
WealthShield Partners, LLC 0.01% Reduce -0.2% 3,289 $67K
Capital Analysts, LLC 0.00% Reduce -78.2% 3,269 $67K
Synergy Investment Management, LLC 0.02% New 3,271 $67K
Golden State Wealth Management, LLC 0.01% No change 3,153 $64K
Greykasell Wealth Strategies, Inc. 0.02% No change 3,000 $61K
Piscataqua Savings Bank 0.04% No change 2,945 $60K
Olistico Wealth, LLC 0.03% Add +18.2% 2,849 $58K
Rossby Financial, LCC 0.01% New 2,785 $57K
Bogart Wealth, LLC 0.00% Add +12.2% 2,662 $54K
Federation des caisses Desjardins du Quebec 0.00% No change 2,540 $52K
Purpose Unlimited Inc. 0.00% No change 2,307 $47K
UMB Bank, n.a. 0.00% No change 2,200 $45K
McIlrath & Eck, LLC 0.00% No change 2,063 $42K
Medallion Wealth Advisors, LLC 0.01% No change 2,050 $42K
Capital Investment Advisory Services, LLC 0.00% Add +103.6% 2,036 $42K
Front Row Advisors LLC 0.01% No change 1,911 $39K
Smartleaf Asset Management LLC 0.00% Add +3726.0% 1,913 $39K
Stance Capital LLC 0.02% New 1,732 $35K
NFSG Corp 0.01% Add +1.6% 1,686 $34K
Realta Investment Advisors 0.01% New 1,518 $31K
IFP Advisors, Inc 0.00% Add +0.6% 1,512 $31K
SOA Wealth Advisors, LLC. 0.01% Add +1.6% 1,426 $29K
AlphaCore Capital LLC 0.00% Reduce -31.9% 1,227 $25K
Ameriflex Group, Inc. 0.01% No change 1,158 $24K
Ancora Advisors LLC 0.00% New 1,126 $23K
Glen Eagle Advisors, LLC 0.00% Add +0.2% 1,107 $23K
Caldwell Trust Co 0.00% No change 1,055 $22K
Larson Financial Group LLC 0.00% No change 1,001 $20K
Archer Investment Corp 0.00% No change 1,000 $20K
WPG Advisers, LLC 0.01% Reduce -75.9% 870 $18K
Ashton Thomas Private Wealth, LLC 0.00% New 786 $16K
Elevated Capital Advisors, LLC 0.00% Reduce -48.1% 751 $15K
Salomon & Ludwin, LLC 0.00% No change 740 $15K
US Bancorp \de 0.00% Reduce -97.6% 706 $14K
Eastern Bank 0.00% Reduce -88.7% 650 $13K
Topsail Wealth Management, LLC 0.00% No change 560 $11K
SHP Wealth Management 0.00% Add +1.2% 489 $10K
Mark Sheptoff Financial Planning, LLC 0.01% New 480 $10K
Westside Investment Management, Inc. 0.00% No change 461 $9K
Sound Income Strategies, LLC 0.00% Reduce -15.9% 450 $9K
Arax Advisory Partners 0.00% No change 365 $7K
Aptus Capital Advisors, LLC 0.00% Reduce -93.3% 342 $7K
Key Financial Inc 0.00% No change 245 $5K
Mechanics Financial Corp 0.00% No change 240 $5K
Strategic Wealth Partners, Ltd. 0.00% No change 237 $5K
Gables Capital Management Inc. 0.00% No change 233 $5K
Jackson Hole Capital Partners, LLC 0.00% No change 216 $4K
Arlington Trust Co LLC 0.00% No change 200 $4K
Webster Bank, N. A. 0.00% No change 175 $4K
Physician Wealth Advisors, Inc. 0.00% No change 160 $3K
Clearstead Advisors, LLC 0.00% New 150 $3K
Cornerstone Planning Group LLC 0.00% Add +306.1% 134 $3K
Kelleher Financial Advisors 0.00% New 126 $3K
Creative Financial Designs Inc. 0.00% No change 122 $2K
Horizon Financial Services, LLC 0.00% Reduce -92.6% 117 $2K
Parkside Financial Bank & Trust 0.00% No change 116 $2K
Signature Equity Partners, LLC 0.00% Add +40.9% 100 $2K
Solstein Capital, LLC 0.00% No change 77 $2K
Sunbelt Securities, Inc. 0.00% No change 75 $2K
GHP Investment Advisors, Inc. 0.00% New 36 $735
Brown, Lisle/Cummings, Inc. 0.00% New 26 $531
Quaker Wealth Management, LLC 0.00% New 19 $390
Costello Asset Management, INC 0.00% Reduce -38.5% 16 $333
PlanVest Financial, Inc 0.00% — 15 $326
Park Square Financial Group, LLC 0.00% Add +7.7% 14 $286
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 14 $273
Quest 10 Wealth Builders, Inc. 0.00% No change 2 $41
Avion Wealth 0.00% No change 24 $0

"% of holder's portfolio" is BKLN's weight in each manager's 13F, not the share of Invesco Senior Loan ETF the manager owns.