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Disclosery

BKLN INVESCO EXCH TRADED FD TR II

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SR LN ETF (fund)

514 managers (522 13F filers) reported a position in BKLN shares at 2025-06-30, 280,719,589 shares in all. 56 filers opened a position and 82 filers sold out during the quarter.

Managers
514
13F filers
522
New
56
Added
198
Reduced
186
Sold out
82
Shares held by filers
280,719,589

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Composition Wealth, LLC77,654$1.62M0.03%-6,03313F-HRTimeline
Triumph Capital Management75,341$1.58M0.47%-21,68813F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC74,985$1.57M0.04%013F-HRTimeline
Aletheian Wealth Advisors LLC74,672$1.56M0.77%+9,63113F-HRTimeline
Prospera Financial Services Inc72,543$1.52M0.03%+6,02613F-HRTimeline
Waverly Advisors, LLC72,046$1.51M0.02%-97713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC71,270$1.49M0.27%+6,42513F-HRTimeline
Strategic Financial Concepts, LLC71,114$1.49M0.21%-1,32813F-HRTimeline
SAGE FINANCIAL GROUP INC71,107$1.49M0.11%-20,54013F-HRTimeline
Total Clarity Wealth Management, Inc.67,443$1.41M0.4%-35,33213F-HRTimeline
FC Advisory LLC65,823$1.38M0.43%-8,63113F-HRTimeline
Simplicity Wealth,LLC64,636$1.35M0.06%-311,58313F-HRTimeline
CWM, LLCin group CWM, LLC64,632$1.35M<0.01%-1,35013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC63,137$1.32M<0.01%-65,61413F-HRTimelineGroup
&PARTNERS62,926$1.32M0.01%+47,90513F-HRTimeline
Independent Wealth Network Inc.62,249$1.3M0.47%+3,88913F-HRTimeline
Welch & Forbes LLC62,199$1.3M0.02%-40,67013F-HRTimeline
TD Waterhouse Canada Inc.61,991$1.3M0.01%+1,85513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC61,960$1.3M0.03%+2,94113F-HRTimeline
Left Brain Wealth Management, LLC61,882$1.29M0.46%+2,81513F-HRTimeline
SIG BROKERAGE, LP60,000$1.26M0.34%new13F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding59,688$1.25M+35,186Timeline
Global Retirement Partners, LLC58,046$1.21M0.03%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC58,020$1.21M0.02%-37,54013F-HRTimeline
Wagner Wealth Management, LLC57,195$1.2M0.27%-1,25913F-HRTimeline
Verity Asset Management, Inc.56,540$1.18M0.56%-22,61713F-HRTimeline
READYSTATE ASSET MANAGEMENT LP54,981$1.15M0.05%+10913F-HRTimeline
OLD MISSION CAPITAL LLC54,595$1.14M0.03%-485,93313F-HRTimeline
Atria Investments, Inc54,336$1.14M0.01%-559,44013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …54,132$1.13M0.01%+4,13613F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.54,118$1.13M0.06%+8,90313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.53,650$1.12M<0.01%-1,290,71213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC51,008$1.07M<0.01%+2,45813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…50,638$1.06M<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC50,537$1.06M0.03%+11,98313F-HRTimeline
OPTIMA CAPITAL LLC50,024$1.05M0.56%+17,88813F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd50,000$1.05M0.07%013F-HRTimelineGroup
NewEdge Advisors, LLC49,571$1.04M0.01%-7,76613F-HRTimeline
Brookwood Investment Group LLC48,930$1.02M0.17%+7,09713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth48,920$1.02M<0.01%+3,16713F-HRTimelineGroup
Mittelman Wealth Management48,376$1.01M0.85%+21,48513F-HRTimeline
Prudent Man Advisors, LLC47,700$998K0.32%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.47,164$987K0.01%+1,02913F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…47,088$985K0.03%-17213F-HRTimelineGroup
SageView Advisory Group, LLC46,687$977K0.04%+5,38213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP46,425$970K<0.01%+17,88613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP46,220$967K<0.01%-88013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…45,774$958K<0.01%-20,21913F-HRTimelineGroup
Atria Wealth Solutions, Inc.45,494$954K0.02%-51,83213F-HRTimeline
Arete Wealth Advisors, LLC45,356$949K0.07%+7,43813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC45,094$943K0.26%-49713F-HRTimelineGroup
Nikulski Financial, Inc.44,070$922K0.25%+7,06013F-HRTimeline
Sigma Planning Corp44,056$922K0.03%-10,33113F-HRTimeline
Stelac Advisory Services LLC43,797$916K0.35%-24,71013F-HRTimeline
Steward Partners Investment Advisory, L…42,505$889K0.01%+6,83013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.41,944$877K0.06%+2,34613F-HRTimelineGroup
Adams Wealth Management41,597$870K0.17%-25,85513F-HRTimeline
CacheTech Inc.41,597$870K0.16%-25,85513F-HRTimeline
Motiv8 Investments LLC41,506$868K0.53%-12,72413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.41,147$861K<0.01%+4,56313F-HRTimeline
INTRUST BANK NA40,404$845K0.07%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK39,734$831K<0.01%+18413F-HRTimelineGroup
WOLVERINE TRADING, LLC38,700$809K0.02%+26,04213F-HRTimeline
Elequin Capital, LP38,645$808K0.11%+11,37613F-HRTimeline
Advisors Asset Management, Inc.38,475$805K0.01%+2,14813F-HR/ATimeline
Sanctuary Advisors, LLC38,238$800K<0.01%+16,33813F-HRTimeline
IAM Advisory, LLC37,866$792K0.19%-16113F-HRTimeline
MMA ASSET MANAGEMENT LLC37,496$784K0.3%-30,43013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding36,931$773K+2,311Timeline
Operose Advisors LLC36,809$770K0.22%-96213F-HRTimeline
Impact Partnership Wealth, LLC36,643$767K0.14%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.36,384$761K1.37%+1,30313F-HRTimeline
NAPA WEALTH MANAGEMENT36,087$755K0.36%-26,63413F-HRTimeline
AEGON USA Investment Management, LLC36,000$753K0.56%-35,00013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…35,327$739K0.14%-2113F-HRTimelineGroup
Summit Financial, LLC34,683$726K0.02%-4,63513F-HRTimeline
Qube Research & Technologies Ltd34,555$723K<0.01%-13,22713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\33,730$706K<0.01%+5,05113F-HRTimelineGroup
Black Swift Group, LLC33,725$706K0.14%-82,45013F-HRTimeline
World Investment Advisors33,247$696K0.02%-1,27513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC32,801$686K0.06%+10,63713F-HR/ATimeline
Farther Finance Advisors, LLC32,414$678K0.01%-3,65013F-HRTimeline
GILL CAPITAL PARTNERS, LLC32,399$678K0.22%013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.32,310$675K0.56%+3,79913F-HRTimeline
Fort Sheridan Advisors LLC31,791$665K0.09%+5013F-HRTimeline
GoalVest Advisory LLC31,637$662K0.16%-148,38713F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…30,875$646K0.03%-1,50013F-HRTimeline
GREENLEAF TRUST30,185$631K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.29,672$621K0.03%-2,91313F-HRTimeline
Invst, LLC29,504$617K0.08%+6,47313F-HRTimeline
Geneos Wealth Management Inc.29,298$613K0.01%-37,11413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,705$601K<0.01%-54513F-HRTimelineGroup
Hillsdale Investment Management Inc.28,550$597K0.02%-12,90013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC28,106$588K0.27%new13F-HRTimeline
Pasadena Private Wealth, LLC27,550$576K0.1%+40013F-HRTimeline
CROBAN27,105$567K0.48%-2,42113F-HRTimeline
Advyzon Investment Management, LLC27,041$566K0.13%+3,19413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.27,000$565K<0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC26,837$561K0.03%-1,48713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC26,650$558K0.06%-2,08813F-HRTimeline
CoreCap Advisors, LLC26,464$554K0.02%+71113F-HRTimeline
FIRST UNITED BANK & TRUST26,323$551K0.19%-3,31213F-HRTimeline
BOS Asset Management, LLC25,981$544K0.17%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd25,728$538K0.02%-3,07113F-HRTimelineGroup
Oder Investment Management, LLC25,449$532K0.4%+2,18313F-HRTimeline
Lewis Asset Management, LLC25,375$531K0.25%new13F-HRTimeline
Engineers Gate Manager LP24,772$518K0.01%-14,58113F-HRTimeline
Sowell Financial Services LLC24,707$517K0.02%+91913F-HRTimeline
Cobblestone Asset Management LLC24,584$514K0.27%-2,64113F-HRTimeline
MAI Capital Management24,546$514K<0.01%+10713F-HRTimeline
K2 Financial Inc.23,954$503K0.44%+84513F-HRTimeline
DMC Group, LLC23,956$501K0.39%-23,93713F-HRTimeline
First City Capital Management, Inc.23,853$499K0.29%-4713F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC23,653$495K0.28%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC23,462$491K0.08%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,305$488K<0.01%new13F-HRTimelineGroup
Bangor Savings Bank23,139$484K0.04%-238,95413F-HRTimeline
EVERPAR ADVISORS LLC23,006$481K0.22%+21913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,795$477K0.01%-36,30313F-HRTimelineGroup
First Citizens Asset Management, Inc.22,775$476K0.17%-3,73613F-HR/ATimeline
Strategic Financial Partners, Ltd.22,255$466K0.22%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV22,012$460K0.02%+9,29913F-HRTimeline
NWAM LLC21,627$452K0.03%new13F-HR/ATimeline
Elm3 Financial Group, LLC21,501$450K0.37%-1,93813F-HRTimeline
Parallel Advisors, LLC21,384$447K0.01%+2,20413F-HRTimeline
BLAIR WILLIAM & CO/IL21,113$442K<0.01%+57813F-HRTimeline
Castle Rock Wealth Management, LLC20,798$435K0.1%-5,06913F-HRTimeline
Everstar Asset Management, LLC20,600$431K0.26%013F-HRTimeline
SimpliFi, Inc.20,528$429K0.19%+92113F-HRTimeline
Global Assets Advisory, LLC20,092$421K0.16%new13F-HRTimeline
Ninety One North America, Inc.20,000$418K0.02%013F-HRTimeline
Wambolt & Associates, LLC19,783$414K0.14%-1,57913F-HRTimeline
J. W. Coons Advisors, LLC19,760$413K0.09%-30013F-HRTimeline
High Net Worth Advisory Group LLC19,500$408K0.11%+2,00013F-HRTimeline
Tactive Advisors, LLC19,357$405K0.13%13F-HRTimeline
Eagle Strategies LLC19,245$403K0.06%+7,59613F-HRTimeline
M Holdings Securities, Inc.19,145$400K0.07%+7,42013F-HRTimeline
CERTUITY, LLC19,064$399K0.04%013F-HRTimeline
Creative Planningin group Creative Planning17,980$376K<0.01%-1,85913F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC17,840$373K0.06%013F-HRTimeline
Richmond Investment Services, LLC17,452$365K0.08%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC17,259$361K0.15%-15013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC16,940$354K0.09%+5,81713F-HRTimelineGroup
PFG Investments, LLC16,894$353K0.02%+70113F-HRTimeline
Choate Investment Advisors16,810$352K0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC16,808$352K0.14%+3,76013F-HRTimeline
DAVENPORT & Co LLC16,655$348K<0.01%+76913F-HRTimeline
Focus Financial Network, Inc.16,613$348K0.01%+72013F-HRTimeline
CWA Asset Management Group, LLC16,423$344K0.01%new13F-HRTimeline
Insight Inv LLC16,354$342K0.23%-13213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC16,294$341K<0.01%013F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC16,290$341K0.02%013F-HRTimeline
Capital Investment Advisors, LLC16,215$339K0.01%new13F-HR/ATimeline
BURNS J W & CO INC/NY16,175$338K0.04%-5013F-HRTimeline
INVESTMENT PARTNERS, LTD.16,012$335K0.13%-8,79413F-HRTimeline
AA Financial Advisors, LLC15,979$334K0.07%+2,38213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.15,805$331K0.18%new13F-HRTimeline
Argyle Capital Partners, LLC15,763$330K0.27%+3513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC15,762$330K0.25%-61,84713F-HRTimeline
Hexagon Capital Partners LLC15,697$328K0.07%-3,55313F-HRTimeline
STABLEFORD CAPITAL II LLC15,680$328K0.12%013F-HRTimeline
Elios Financial Group Inc.15,584$326K0.15%+2,29813F-HRTimeline
Consolidated Portfolio Review Corp15,493$324K0.04%-96913F-HRTimeline
OneDigital Investment Advisors LLC15,370$322K<0.01%+4,78013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC15,335$321K0.03%+70013F-HRTimeline
Sequent Planning LLC15,280$320K0.1%+1,05013F-HRTimeline
American Institute for Advanced Investm…14,899$312K0.22%013F-HRTimeline
Snowden Capital Advisors LLC14,741$308K0.01%+21413F-HRTimeline
LJI Wealth Management, LLC14,604$306K0.05%-1,60013F-HRTimeline
BTS Asset Management, Inc.14,434$302K0.36%-46313F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC14,012$293K0.11%-52,69713F-HRTimeline
4Thought Financial Group Inc.13,948$292K0.16%-44013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,745$288K0.01%-58013F-HRTimelineGroup
Csenge Advisory Group13,715$286K0.02%+1,63913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,584$284K<0.01%+3613F-HRTimelineGroup
Triad Wealth Partners, LLC13,427$281K0.06%-68713F-HRTimeline
Cascade Financial Partners, LLC13,346$279K0.03%013F-HRTimeline
Mutual Advisors, LLC12,990$272K0.01%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,929$270K0.14%+65813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,765$267K0.02%013F-HRTimelineGroup
Curtis Advisory Group, LLC12,757$267K0.07%new13F-HRTimeline
Worth Asset Management, LLC12,746$267K0.13%-20,96013F-HRTimeline
Fiduciary Group, LLC12,740$267K0.03%+1,30013F-HRTimeline
Beacon Pointe Advisors, LLC12,732$266K<0.01%+73113F-HRTimeline
UMB Bank, n.a.12,544$262K<0.01%-2,04413F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,530$262K<0.01%+1,48313F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC12,500$262K0.02%013F-HRTimeline
FIRST AMERICAN TRUST, FSB12,386$259K0.02%013F-HRTimeline
Opal Wealth Advisors, LLC12,316$258K0.07%+21613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH12,073$253K0.08%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,030$252K0.01%+1,25013F-HRTimeline
PAX Financial Group, LLC11,979$251K0.05%+73313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.11,592$243K0.17%-7013F-HRTimeline
Advisory Services Network, LLC11,550$242K<0.01%-29,66613F-HRTimeline
HARBOUR INVESTMENTS, INC.11,520$241K0.01%+1,13213F-HRTimeline
HANCOCK WHITNEY CORP11,486$240K<0.01%-9,61013F-HRTimeline
Copperwynd Financial, LLC11,461$240K0.06%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC11,461$240K0.1%new13F-HRTimeline
Onyx Bridge Wealth Group LLC11,413$239K0.03%-521,43913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,210$235K<0.01%new13F-HRTimelineGroup