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Disclosery

BKLN INVESCO EXCH TRADED FD TR II

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SR LN ETF (fund)

536 managers (543 13F filers) reported a position in BKLN shares at 2025-03-31, 330,694,710 shares in all. 72 filers opened a position and 62 filers sold out during the quarter.

Managers
536
13F filers
543
New
72
Added
215
Reduced
158
Sold out
62
Shares held by filers
330,694,710

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Garner Asset Management Corp110,504$2.29M1%+20,60013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK110,202$2.28M0.01%-636,26513F-HRTimelineGroup
HighTower Advisors, LLC110,090$2.28M<0.01%+11,36613F-HRTimeline
Total Clarity Wealth Management, Inc.102,775$2.17M0.71%013F-HRTimeline
Crabel Capital Management, LLC104,264$2.16M2.33%+5,56413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC103,477$2.14M0.05%-59,93413F-HRTimelineGroup
Wealthfront Advisers LLC102,966$2.13M0.01%+9,90313F-HRTimeline
Welch & Forbes LLC102,869$2.13M0.03%-5,00013F-HRTimeline
Florin Court Capital LLP98,000$2.03M2.1%-150,70013F-HRTimeline
Atria Wealth Solutions, Inc.97,326$2.01M0.02%-47,63813F-HRTimeline
Triumph Capital Management97,029$2.01M0.67%+6,35213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC95,560$1.98M0.04%+28,11313F-HRTimeline
Kingsview Wealth Management, LLC92,185$1.91M0.04%+26,10613F-HRTimeline
SAGE FINANCIAL GROUP INC91,647$1.9M0.15%-87,98413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP89,208$1.85M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC88,475$1.83M0.02%+40,93013F-HRTimeline
Orion Portfolio Solutions, LLC88,475$1.83M0.02%+40,93013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC85,186$1.76M0.06%+18,85313F-HRTimeline
Composition Wealth, LLC83,687$1.73M0.03%-15,09913F-HRTimeline
IFG Advisors, LLC83,342$1.73M0.33%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP83,052$1.72M0.08%-127,34013F-HRTimeline
Verity Asset Management, Inc.79,157$1.64M0.67%-9,99013F-HRTimeline
Clear Creek Financial Management, LLC77,849$1.61M0.17%+24,92413F-HRTimeline
GENTRY PRIVATE WEALTH, LLC77,609$1.61M1.32%new13F-HRTimeline
TT Capital Management LLC77,358$1.6M1.35%-7,67713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…75,537$1.56M0.04%-3,39513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC74,985$1.55M0.04%013F-HRTimeline
FC Advisory LLC74,454$1.54M0.52%+1,19813F-HRTimeline
Asset Allocation Strategies LLC74,378$1.54M0.38%+7,59513F-HRTimeline
Waverly Advisors, LLC73,023$1.51M0.02%+1,56413F-HRTimeline
Strategic Financial Concepts, LLC72,442$1.5M0.28%-2,34013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC71,069$1.47M0.5%+10,51713F-HRTimeline
AEGON USA Investment Management, LLC71,000$1.47M1.17%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC70,768$1.46M0.37%+5,35413F-HRTimeline
Stelac Advisory Services LLC68,507$1.42M0.59%+6,43813F-HRTimeline
MMA ASSET MANAGEMENT LLC67,926$1.41M0.59%+4,87513F-HRTimeline
Adams Wealth Management67,452$1.4M0.27%+12,07513F-HRTimeline
CacheTech Inc.67,452$1.4M0.27%+12,07513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC66,709$1.38M0.61%new13F-HRTimeline
Prospera Financial Services Inc66,517$1.38M0.03%-3,85713F-HRTimeline
Geneos Wealth Management Inc.66,412$1.37M0.02%+52,91313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…65,993$1.37M0.01%-12,56813F-HRTimelineGroup
CWM, LLCin group CWM, LLC65,982$1.37M0.01%+4,53213F-HRTimelineGroup
Aletheian Wealth Advisors LLC65,041$1.35M0.76%+1,20113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC64,845$1.32M0.29%new13F-HRTimeline
NAPA WEALTH MANAGEMENT62,721$1.3M0.73%+1,98413F-HRTimeline
TD Waterhouse Canada Inc.60,136$1.25M0.01%+16,71913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…59,098$1.24M0.04%new13F-HRTimelineGroup
Left Brain Wealth Management, LLC59,067$1.22M0.53%+9,99513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC59,019$1.22M0.03%+5,14713F-HRTimeline
Wagner Wealth Management, LLC58,454$1.21M0.3%+1,34613F-HRTimeline
Independent Wealth Network Inc.58,360$1.21M0.48%+3613F-HRTimeline
NewEdge Advisors, LLC57,337$1.19M0.01%-67,92613F-HRTimeline
Balefire, LLC56,963$1.18M0.4%new13F-HRTimeline
J.W. COLE ADVISORS, INC.55,467$1.15M0.04%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP54,872$1.14M0.06%new13F-HRTimeline
Waterloo Capital, L.P.54,652$1.13M0.11%+19,67913F-HRTimeline
Sigma Planning Corp54,387$1.13M0.04%+11,75613F-HRTimeline
Motiv8 Investments LLC54,230$1.12M0.74%-3,55413F-HRTimeline
Private Advisor Group, LLC52,916$1.1M0.01%+29913F-HRTimeline
Almanack Investment Partners, LLC.51,934$1.08M0.21%-15,47713F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd50,000$1.03M0.08%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …49,996$1.03M0.02%+2,23613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC48,550$1M<0.01%-1,18013F-HRTimelineGroup
Virtus Investment Advisers, LLCgroup of 2 filers holding47,975$993K-56,980Timeline
DMC Group, LLC47,893$991K0.81%-29,32813F-HRTimeline
Qube Research & Technologies Ltd47,782$989K<0.01%+14,31513F-HRTimeline
Prudent Man Advisors, LLC47,700$987K0.36%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…47,260$978K0.03%-1,62313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP47,100$975K<0.01%+1,77013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.46,135$955K0.01%+50513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth45,753$947K<0.01%+33,09213F-HR/ATimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC45,591$944K0.24%+3,56213F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.45,215$936K0.04%new13F-HRTimeline
Brookwood Investment Group LLC41,833$866K0.15%13F-HRTimeline
Hillsdale Investment Management Inc.41,450$858K0.04%+4,30013F-HRTimeline
SageView Advisory Group, LLC41,305$855K0.04%+4,15013F-HRTimeline
Advisory Services Network, LLC41,216$853K0.02%-3,90013F-HRTimeline
INTRUST BANK NA40,404$836K0.08%013F-HRTimeline
Integrated Advisors Network LLC40,001$828K0.04%-1,07013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.39,598$820K0.05%+5,23113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK39,550$819K0.01%013F-HRTimelineGroup
Engineers Gate Manager LP39,353$815K0.01%-22,55813F-HRTimeline
Summit Financial, LLC39,318$814K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC38,554$798K0.03%+10,86213F-HRTimeline
IAM Advisory, LLC38,027$787K0.2%new13F-HRTimeline
Arete Wealth Advisors, LLC37,918$785K0.06%+9,45613F-HRTimeline
Operose Advisors LLC37,771$782K0.26%-1813F-HRTimeline
Family Investment Center, Inc.37,523$777K0.19%-774,58013F-HRTimeline
Nikulski Financial, Inc.37,010$766K0.23%-85013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.36,584$757K<0.01%-1,37413F-HRTimeline
Advisors Asset Management, Inc.36,327$752K0.01%+3,54413F-HR/ATimeline
Wilmington Savings Fund Society, FSB36,288$751K0.01%+26,28813F-HRTimeline
Farther Finance Advisors, LLC36,064$748K0.02%+28,70213F-HRTimeline
Steward Partners Investment Advisory, L…35,675$738K0.01%+12,85613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…35,348$732K0.14%-37,09913F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.35,081$726K1.44%+13913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding34,620$718K-1,713Timeline
World Investment Advisors34,522$715K0.02%+7,52013F-HRTimeline
Worth Asset Management, LLC33,706$698K0.38%-4,54213F-HRTimeline
B. Riley Wealth Advisors, Inc.32,585$675K0.02%+1,94713F-HRTimeline
GILL CAPITAL PARTNERS, LLC32,399$671K0.23%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…32,375$670K0.04%-4,00013F-HRTimeline
OPTIMA CAPITAL LLC32,136$665K0.42%-3,51013F-HRTimeline
Fort Sheridan Advisors LLC31,741$657K0.1%+25013F-HRTimeline
FIRST UNITED BANK & TRUST29,635$613K0.23%+7,36813F-HRTimeline
CROBAN29,526$611K0.56%-3,84313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,250$605K<0.01%-1,62513F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…29,030$601K0.01%013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd28,799$596K0.03%+8,05813F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC28,738$595K0.06%-2,60813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\28,679$594K<0.01%-4,07713F-HRTimelineGroup
SUMMIT INVESTMENT ADVISORS, INC.28,511$593K0.53%+5,46213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,539$591K<0.01%+17,46913F-HR/ATimelineGroup
Strategic Blueprint, LLC28,324$586K0.03%+3,66213F-HRTimeline
Elequin Capital, LP27,269$564K0.11%new13F-HRTimeline
Cobblestone Asset Management LLC27,225$564K0.33%+13,88013F-HRTimeline
Pasadena Private Wealth, LLC27,150$562K0.11%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.27,000$559K<0.01%new13F-HRTimelineGroup
Mittelman Wealth Management26,891$557K0.5%new13F-HRTimeline
First Citizens Asset Management, Inc.26,511$549K0.21%-55413F-HR/ATimeline
Castle Rock Wealth Management, LLC25,867$536K0.14%+95313F-HRTimeline
CoreCap Advisors, LLC25,753$533K0.02%+1,28513F-HRTimeline
INVESTMENT PARTNERS, LTD.24,806$513K0.21%new13F-HRTimeline
Horizon Wealth Management, LLC24,666$511K0.09%-21,79613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding24,502$507K-31,002Timeline
MAI Capital Management24,439$506K<0.01%-96913F-HRTimeline
First City Capital Management, Inc.23,900$495K0.3%-1,20013F-HRTimeline
Advyzon Investment Management, LLC23,847$494K0.17%+3,00913F-HRTimeline
Sowell Financial Services LLC23,788$492K0.02%+65613F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC23,653$490K0.32%013F-HRTimeline
Elm3 Financial Group, LLC23,439$485K0.43%+6,50413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC23,406$485K0.13%-62,09613F-HRTimelineGroup
Oder Investment Management, LLC23,266$484K0.41%+96913F-HRTimeline
Cadent Capital Advisors, LLC23,078$478K0.18%new13F-HRTimeline
Invst, LLC23,031$477K0.07%-75713F-HRTimeline
K2 Financial Inc.23,109$473K0.46%+83713F-HRTimeline
EVERPAR ADVISORS LLC22,787$472K0.25%-41913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC22,164$459K0.05%+2,44413F-HR/ATimeline
Sanctuary Advisors, LLC21,900$453K<0.01%+7,26613F-HRTimeline
Wambolt & Associates, LLC21,362$443K0.15%-2,69013F-HRTimeline
HANCOCK WHITNEY CORP21,096$437K0.01%-45,01313F-HRTimeline
Everstar Asset Management, LLC20,600$426K0.28%013F-HR/ATimeline
BLAIR WILLIAM & CO/IL20,535$425K<0.01%+1,47113F-HRTimeline
J. W. Coons Advisors, LLC20,060$415K0.11%013F-HRTimeline
Ninety One North America, Inc.20,000$414K0.03%013F-HRTimeline
Creative Planningin group Creative Planning19,839$411K<0.01%+78013F-HRTimelineGroup
SimpliFi, Inc.19,607$406K0.19%+13613F-HRTimeline
Hexagon Capital Partners LLC19,250$398K0.08%+3613F-HRTimeline
Parallel Advisors, LLC19,180$397K0.01%-4313F-HRTimeline
CERTUITY, LLC19,064$395K0.04%+1,73013F-HRTimeline
Dynamic Advisor Solutions LLC18,382$381K0.01%+5,50013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC17,840$369K0.07%013F-HRTimeline
High Net Worth Advisory Group LLC17,500$362K0.1%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC17,409$360K0.16%new13F-HRTimeline
Choate Investment Advisors16,810$348K0.01%new13F-HRTimeline
Insight Inv LLC16,486$341K0.23%013F-HRTimeline
Consolidated Portfolio Review Corp16,462$341K0.05%+61113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC16,294$337K<0.01%-4,44013F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC16,290$337K0.02%013F-HRTimeline
BURNS J W & CO INC/NY16,225$336K0.04%013F-HRTimeline
LJI Wealth Management, LLC16,204$335K0.07%-38013F-HRTimeline
PFG Investments, LLC16,193$335K0.02%-1,08913F-HRTimeline
Focus Financial Network, Inc.15,893$329K0.01%+79113F-HRTimeline
DAVENPORT & Co LLC15,886$329K<0.01%-79013F-HRTimeline
Tyche Wealth Partners LLC15,799$327K0.07%013F-HRTimeline
Argyle Capital Partners, LLC15,728$326K0.28%+2913F-HRTimeline
STABLEFORD CAPITAL II LLC15,680$323K0.14%-230,08813F-HRTimeline
Lindbrook Capital, LLC15,259$316K0.03%+5,70313F-HRTimeline
&PARTNERS15,021$310K<0.01%-43213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,911$309K<0.01%new13F-HRTimelineGroup
American Institute for Advanced Investm…14,899$308K0.24%new13F-HRTimeline
BTS Asset Management, Inc.14,897$308K0.35%new13F-HRTimeline
NVWM, LLC14,889$308K0.08%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC14,635$303K0.03%+15013F-HRTimeline
UMB Bank, n.a.14,588$302K<0.01%-67513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Headlands Technologies LLC14,581$302K0.03%new13F-HRTimeline
Snowden Capital Advisors LLC14,527$301K0.01%+36913F-HRTimeline
4Thought Financial Group Inc.14,388$298K0.18%+18713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,325$297K0.01%+40813F-HRTimelineGroup
M1 Capital Management LLC14,300$296K0.19%013F-HRTimeline
Sequent Planning LLC14,230$295K0.11%-4,27813F-HRTimeline
Triad Wealth Partners, LLC14,114$292K0.09%new13F-HRTimeline
Western Asset Management Company, LLC14,000$290K0.61%-186,00013F-HRTimeline
AA Financial Advisors, LLC13,597$281K0.07%+77113F-HRTimeline
Arkadios Wealth Advisors13,554$281K0.01%new13F-HRTimeline
Chris Bulman Inc13,550$280K0.18%+35313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,548$280K<0.01%+74513F-HRTimelineGroup
Cascade Financial Partners, LLC13,346$276K0.03%-93113F-HRTimeline
Elios Financial Group Inc.13,286$275K0.14%-59313F-HRTimeline
Joseph P. Lucia & Associates, LLC13,048$270K0.12%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,765$264K0.02%013F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV12,713$263K0.04%013F-HRTimeline
WOLVERINE TRADING, LLC12,658$262K0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,500$259K0.03%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB12,386$256K0.02%-2,09413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,271$254K0.14%-10,79113F-HRTimeline
Opal Wealth Advisors, LLC12,100$250K0.08%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH12,073$250K0.08%013F-HRTimeline
Csenge Advisory Group12,076$249K0.01%-9,72713F-HRTimeline