BKLN institutional holders

Invesco Senior Loan ETF · 526 reporting institutions · $5.7B reported value

Funds that can replace BKLN · BKLN return decomposition

Institutional holdings

Institutions reporting BKLN, largest first
InstitutionReported positionAdvisors at firmReport period
Blackrock, Inc.$345.2M02026-06-30
State of Wisconsin Investment Board$288.6M02026-06-30
Morgan Stanley$286.3M23,1852026-06-30
Goldman Sachs Group Inc$233.1M02026-06-30
UBS Group AG$217.1M02026-06-30
Charles Schwab Investment Management Inc$208.2M372026-06-30
Bnp Paribas$192.2M02026-06-30
Invesco Ltd.$189.9M02026-06-30
Investment Management Corp of Ontario$186.5M02026-06-30
State of Tennessee, Department of Treasury$148.4M02026-06-30
Barclays PLC$140.1M02026-06-30
Lpl Financial LLC$122.9M23,4582026-06-30
Jpmorgan Chase & Co$121.7M02026-06-30
Bank of America Corp /de$118.2M02026-06-30
Ocean Park Asset Management, LLC$104.3M122026-06-30
Ensign Peak Advisors, Inc$103M02026-06-30
Assetmark, Inc$89.2M2202026-06-30
Wellington Management Group LLP$86.7M02026-06-30
Bain Capital Credit, LP$80.9M02026-06-30
CIBC Asset Management Inc$75.7M52026-06-30
Wells Fargo & Company/mn$70M02026-06-30
Bnp Paribas Financial Markets$66.1M02026-06-30
Ameriprise Financial Inc$63.2M02026-06-30
Sumitomo Life Insurance Co$62.9M02026-06-30
Shenkman Capital Management Inc$57.2M02026-06-30
Envestnet Pmc$56.5M602026-06-30
Aristotle Pacific Capital, LLC$55.1M12026-06-30
Hikari Tsushin, Inc.$50.6M02026-06-30
Bank of New York Mellon Corp$49.4M02026-06-30
Winton Group Ltd$44.4M02026-06-30
Dsc Meridian Capital LP$43.4M02026-06-30
Man Group PLC$38.2M02026-06-30
Angel Oak Capital Advisors, LLC$36.4M12026-06-30
Cno Financial Group, Inc.$35.5M02026-06-30
Hudson Bay Capital Management LP$35.1M02026-06-30
Ninety One Uk Limited$35M02026-06-30
Rockefeller Capital Management LP$34.3M3462026-06-30
CIBC Private Wealth Group LLC$34.3M02025-12-31
Calamos Advisors LLC$33.7M422026-06-30
Koss-Olinger Consulting, LLC$33.4M182026-06-30
Loomis Sayles & Co L P$32.3M02026-06-30
Cerity Partners LLC$30.7M7772026-06-30
Osaic Holdings, Inc.$26.1M02026-06-30
Ironwood Wealth Management, Inc.$25.8M32026-06-30
Millennium Management LLC$25.3M02026-06-30
New York Life Investment Management LLC$25M892026-06-30
Liberty Mutual Group Asset Management Inc.$25M02026-06-30
Factory Mutual Insurance Co$24.4M02026-06-30
Strategic Investment Advisors / Mi$22.7M02026-06-30
Federated Hermes, Inc.$22.5M02026-06-30
Citigroup Inc$22.5M02026-06-30
Franklin Resources Inc$21.6M02026-06-30
Estate Counselors, LLC$21.3M52026-06-30
Donoghue Forlines LLC$21M12026-06-30
Forge First Asset Management Inc.$19.7M02025-09-30
1607 Capital Partners, LLC$19.2M02026-06-30
Neuberger Berman Group LLC$18.9M02026-06-30
Royal Bank of Canada$18.6M02026-06-30
Trajan Wealth LLC$18.5M522026-06-30
Catalyst Capital Advisors LLC$18.4M72026-06-30
Inspire Advisors, LLC$18.2M752026-06-30
Diversify Advisory Services, LLC$17.8M1162026-06-30
Diversify Wealth Management, LLC$17.8M782026-06-30
Cetera Investment Advisers$17.6M10,3702026-06-30
Wellington Grp LLC$17.5M102026-06-30
Cresset Asset Management, LLC$17.2M2122026-06-30
Schroder Investment Management Group$16.2M02026-06-30
One William Street Capital Management, LP$15.7M02026-06-30
CIBC Bancorp USA Inc.$15.6M02026-06-30
Guggenheim Capital LLC$15.3M02026-06-30
National Bank of Canada /fi$15.2M02026-06-30
Endurance Services Ltd$15.1M02026-06-30
D.A. Davidson & Co.$15.1M6892026-06-30
MML Investors Services, LLC$14.8M5,1202026-06-30
Wealthcare Advisory Partners LLC$14.6M1702026-06-30
Rfg Holdings, Inc.$14.3M82026-06-30
Foundations Investment Advisors, LLC$13.2M3022026-06-30
Bank of Montreal /can$11.7M02026-06-30
Prudential PLC$11.6M02026-06-30
Cim, LLC$11.3M32026-06-30
Victory Capital Management Inc.$11.3M1062026-06-30
Mechanics Bank Trust Department$11M02026-06-30
Form Wealth Advisors, LLC$10.9M82026-06-30
Adventist Health System Sunbelt Healthcare Corp$10.1M02026-06-30
Garda Capital Partners LP$10M02026-06-30
Wealthspire Retirement, LLC$9.9M1462026-06-30
British Columbia Investment Management Corp$9.9M02026-06-30
Fortitude Family Office, LLC$9.8M142026-06-30
Apg Asset Management US, Inc$9.8M02026-06-30
Sei Investments Co$9.6M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$9.2M02026-06-30
The Goff Financial Group$9.1M22026-06-30
Angeles Wealth Management, LLC$9M92026-06-30
Exchange Traded Concepts, LLC$9M02026-06-30
Raymond James Financial Inc$8.8M02026-06-30
Permanens Capital LP$8.8M42026-06-30
Prevail Innovative Wealth Advisors, LLC$8.7M302026-06-30
Central Trust Co$8.4M02026-06-30
Northwestern Mutual Wealth Management Co$8.4M02026-06-30
Merit Financial Group, LLC$7.4M2952026-06-30
Advisornet Wealth Partners$7.4M582026-06-30
Ppm America Inc/il$7.3M02026-06-30
Sierra Asset Management$6.7M12026-06-30
Hs Wealth Partners$6.5M62026-06-30
Cordoba Advisory Partners LLC$6.2M72026-06-30
Envestnet Portfolio Solutions, Inc.$6.1M32026-06-30
Truist Financial Corp$5.9M02026-06-30
Baird Financial Group, Inc.$5.8M02026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$5.8M02026-06-30
Stephens Inc /ar$5.6M2432026-06-30
First Citizens Bank & Trust Co$5.3M02026-06-30
Kestra Advisory Services, LLC$5.3M1,4792026-06-30
Nomura Asset Management International Inc.$5.1M02026-06-30
MacQuarie Group Ltd$5.1M02026-06-30
Comerica Bank$5.1M02025-12-31
Commonwealth Equity Services, LLC$5M2,8632026-06-30
Piedmont Capital Management, LLC$5M32026-06-30
Integrated Wealth Concepts LLC$4.9M4802026-06-30
Centiva Capital, LP$4.9M02026-06-30
Trustmark Bank Trust Department$4.9M02026-06-30
Financial Advisory Partners, LLC$4.9M42026-06-30
Ritholtz Wealth Management$4.7M582026-06-30
Group One Trading LLC$4.5M02026-06-30
Simplicity Wealth, LLC$4.4M02026-06-30
J.safra Asset Management Corp$4.4M02026-06-30
Fifth Third Bancorp$4.3M02026-06-30
Concurrent Investment Advisors, LLC$4.3M3492026-06-30
Ausdal Financial Partners, Inc.$4.2M1892026-06-30
Ae Wealth Management LLC$4.1M4712026-06-30
Auour Investments LLC$4.1M42026-06-30
Riggs Asset Managment Co. Inc.$3.9M82026-06-30
Guardian Asset Advisors, LLC$3.8M92026-06-30
Grimes & Co Wealth Management, LLC$3.7M382026-06-30
Blue Fin Capital, Inc.$3.5M02026-06-30
Regatta Capital Group, LLC$3.5M142026-06-30
Matrix Private Capital Group LLC$3.4M32026-06-30
1832 Asset Management LP$3.4M02026-06-30
Quadrature Capital Ltd$3.4M02026-06-30
Fiduciary Financial Group, LLC$3.3M92026-06-30
Mutual Advisors, LLC$3.3M1532026-06-30
Mount Lucas Management LP$3.3M02026-06-30
Mariner, LLC$3.2M02026-06-30
Mercer Global Advisors Inc /adv$3.2M02026-06-30
Winthrop Partners - Wny, LLC$3.2M42026-06-30
Ti-Trust, Inc$3.2M02026-06-30
Mittelman Wealth Management$3.1M12026-06-30
Manufacturers Life Insurance Company, the$3.1M02026-06-30
Old Port Advisors$3.1M112026-06-30
Osborne Partners Capital Management, LLC$3.1M112026-06-30
Adell Harriman & Carpenter$3M62026-06-30
Strategic Financial Partners, Ltd.$3M52026-06-30
Bay Capital Advisors, LLC$3M52026-06-30
National Philanthropic Trust$2.9M02026-06-30
Impact Partnership Wealth, LLC$2.9M922026-06-30
Charles Schwab Trust Co$2.9M02026-06-30
Clark Capital Management Group, Inc.$2.8M12026-06-30
Ifg Advisors, LLC$2.7M82026-06-30
Destination Wealth Management$2.7M372026-06-30
Stifel Financial Corp$2.7M02026-06-30
Jones Financial Companies LLLP$2.7M02026-06-30
Seia$2.6M1412026-06-30
American Beacon Advisors, Inc.$2.6M162026-06-30
Spire Wealth Management$2.6M32026-06-30
Sykon Capital LLC$2.6M52026-06-30
Hightower Advisors, LLC$2.6M1,0462026-06-30
Fiera Capital Corp$2.5M02026-06-30
Valpey Financial Services, LLC$2.5M22026-06-30
Tt Capital Management LLC$2.5M52026-06-30
Peddock Capital Advisors, LLC$2.5M52026-06-30
The Fiduciary Alliance$2.5M492026-06-30
Deutsche Bank AG$2.5M02026-06-30
Garner Asset Management Corp$2.5M12026-06-30
Walser Wealth Management Company, A Ltd Liability Co$2.4M132026-06-30
Western Wealth Management, LLC$2.4M1122026-06-30
Tradewinds Capital Management, LLC$2.4M72026-06-30
Perennial$2.3M52026-06-30
Asset Allocation Strategies LLC$2.3M402026-06-30
Tempo Wealth$2.3M72026-06-30
Wt Wealth Management$2.2M132026-06-30
Coppell Advisory Solutions LLC$2.2M762026-06-30
First Interstate Bank$2.2M02026-06-30
Arq Wealth Advisors, LLC$2.1M152026-06-30
Castlekeep Investment Advisors LLC$2.1M32026-06-30
Global Retirement Partners LLC$2.1M4912026-06-30
Private Advisor Group, LLC$2M9272026-06-30
Founders Financial Securities LLC$1.9M1172026-06-30
Nikulski Financial, Inc.$1.9M82026-06-30
Wealth Enhancement Advisory Services, LLC$1.8M1,0262026-06-30
Aletheian Wealth Advisors LLC$1.8M52026-06-30
Independent Financial Group, LLC$1.8M4812026-06-30
Newedge Advisors$1.7M6012026-06-30
Exit Wealth Advisors, Llc.$1.7M22026-06-30
Synovus Financial Corp$1.7M02025-09-30
Advisory Alpha, LLC$1.7M662026-06-30
Prudent Man Advisors, LLC$1.6M272026-06-30
Lake Hills Wealth Management, LLC$1.6M32026-06-30
Mitsubishi Ufj Asset Management Co., Ltd.$1.6M02026-06-30
Florin Court Capital LLP$1.6M02026-06-30
Nvwm, LLC$1.6M92026-06-30
Tidal Investments LLC$1.6M02026-06-30
Waverly Advisors, LLC$1.5M2312026-06-30
Wealthfront Advisers LLC$1.5M402026-06-30
Marble Wealth, LLC$1.5M52026-06-30
Vima LLC$1.5M122026-06-30
Apella Capital, LLC$1.5M1042026-06-30
Ninety One North America, Inc.$1.4M02026-06-30
Old Mission Capital LLC$1.4M02026-06-30
Hcr Wealth Advisors$1.4M102026-06-30
Triumph Capital Management$1.4M142026-06-30
Fc Advisory LLC$1.3M52026-06-30
Pinnacle Financial Partners, Inc.$1.3M02026-06-30
Aa Financial Advisors, LLC$1.3M122026-06-30
Cwm, LLC$1.3M6672026-03-31
Left Brain Wealth Management, LLC$1.3M42026-06-30
TD Private Client Wealth LLC$1.3M5352026-06-30
Ashford Capital Management Inc$1.2M32026-06-30
Walleye Trading LLC$1.2M02026-06-30
Advisory Solutions Group$1.2M422026-06-30
Imc-Chicago, LLC$1.2M02026-06-30
Two Sigma Securities, LLC$1.2M02026-06-30
Ci Investments Inc.$1.2M02026-06-30
Northcoast Asset Management LLC$1.2M312026-06-30
Hillsdale Investment Management Inc.$1.1M02026-06-30
Equitable Holdings, Inc.$1.1M02026-06-30
4thought Financial Group Inc.$1.1M52026-06-30
Wcg Wealth Advisors LLC$1.1M1302026-06-30
Prospera Financial Services, Inc.$1.1M2702026-06-30
Virtus Fixed Income Advisers, LLC$1.1M42026-06-30
&partners$1.1M5552026-06-30
Steward Partners Investment Advisory, LLC$1.1M4812026-06-30
Wagner Wealth Management, LLC$1.1M52026-06-30
Cobblestone Asset Management LLC$1.1M42026-06-30
Invst, LLC$1.1M332026-06-30
Cary Street Partners Financial LLC$1M02026-06-30
Flagstar Securities, Inc$1M302026-06-30
Garden State Investment Advisory Services LLC$1M332026-06-30
Russell Investments Group, Ltd.$1M02026-06-30
Simmons Bank$1M02026-06-30
Ascentis Independent Advisors$962.9K532026-06-30
Beacon Pointe Advisors, LLC$944.8K4662026-06-30
World Investment Advisors$935.8K3592026-06-30
Aegon USA Investment Management, LLC$926.8K12026-06-30
Kingsview Wealth Management, LLC$921.9K1152026-06-30
Iam Advisory, LLC$919.1K02026-06-30
Orion Porfolio Solutions, LLC$917.6K1992026-06-30
First United Bank & Trust$899K02026-06-30
Mai Capital Management$885.1K3082026-06-30
Crabel Capital Management, LLC$878K02026-06-30
First Trust Advisors LP$868.7K6072026-06-30
Point Nemo Capital, LLC$859K22026-06-30

The 250 largest of 526 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30