Skip to content
Disclosery

BKLN INVESCO EXCH TRADED FD TR II

Follow

SR LN ETF (fund)

501 managers (508 13F filers) reported a position in BKLN shares at 2025-12-31, 284,898,463 shares in all. 46 filers opened a position and 53 filers sold out during the quarter.

Managers
501
13F filers
508
New
46
Added
216
Reduced
160
Sold out
53
Shares held by filers
284,898,463

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Private Advisor Group, LLC91,193$1.92M0.01%+15,86313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP89,133$1.87M<0.01%+20,85713F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC89,128$1.87M0.68%+39,48913F-HRTimeline
Nikulski Financial, Inc.86,724$1.82M0.44%+37,96013F-HRTimeline
American Beacon Advisors, Inc.86,548$1.82M20.37%-30,57313F-HRTimeline
Impact Partnership Wealth, LLC84,217$1.77M0.23%+7,01113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …82,505$1.73M0.01%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO81,966$1.72M<0.01%-268,18713F-HRTimelineGroup
Independent Wealth Network Inc.78,747$1.65M0.51%+5,31713F-HRTimeline
Tailwinds Wealth, LLC77,682$1.63M1.76%13F-HRTimeline
Waverly Advisors, LLC75,134$1.58M0.01%-3,07213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC74,985$1.58M0.03%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC74,735$1.57M0.03%+8,04113F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…71,305$1.5M1.13%+47,97013F-HRTimelineGroup
CWM, LLCin group CWM, LLC68,993$1.45M<0.01%-2,27113F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…67,000$1.41M0.01%-33,00013F-HRTimelineGroup
Left Brain Wealth Management, LLC66,006$1.39M0.48%+2,01013F-HRTimeline
FC Advisory LLC64,578$1.36M0.39%+31013F-HRTimeline
AEGON USA Investment Management, LLC63,000$1.32M0.94%013F-HRTimeline
Prospera Financial Services Inc62,876$1.32M0.02%-10,53813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC62,449$1.31M0.01%-151,86413F-HRTimelineGroup
BENNETT SELBY INVESTMENTS LP62,090$1.3M0.42%+49,30713F-HRTimeline
Verity Asset Management, Inc.60,913$1.28M0.55%+6,30013F-HRTimeline
Triumph Capital Management60,312$1.27M0.27%-41913F-HRTimeline
SIG BROKERAGE, LP60,000$1.26M0.42%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.59,388$1.25M0.08%-45,80613F-HRTimelineGroup
J HAGAN CAPITAL, INC.58,079$1.22M0.67%-116,63013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …56,869$1.19M0.02%+4,44113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…56,512$1.19M<0.01%-53,77813F-HRTimelineGroup
Wagner Wealth Management, LLC55,928$1.17M0.25%+22413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…55,405$1.16M0.03%+2,18713F-HRTimelineGroup
FIRST UNITED BANK & TRUST55,358$1.16M0.37%+21,67813F-HRTimeline
NewEdge Advisors, LLC54,399$1.14M<0.01%+3,60213F-HRTimeline
Motiv8 Investments LLC52,686$1.11M0.6%+95313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…52,262$1.1M0.18%+22,00213F-HRTimelineGroup
Composition Wealth, LLC52,188$1.1M0.02%-6,02413F-HRTimeline
Total Clarity Wealth Management, Inc.51,839$1.09M0.26%-13,68013F-HRTimeline
Marble Wealth, LLC51,549$1.08M0.15%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC51,458$1.08M0.07%-34,99813F-HR/ATimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd50,000$1.05M0.06%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…50,000$1.05M<0.01%013F-HRTimelineGroup
Sigma Planning Corp49,310$1.04M0.03%-32813F-HRTimeline
Brookwood Investment Group LLC48,990$1.03M0.12%-2,44313F-HRTimeline
&PARTNERS48,362$1.02M0.01%+3,42513F-HRTimeline
Qube Research & Technologies Ltd48,207$1.01M<0.01%+57913F-HRTimeline
TD Waterhouse Canada Inc.47,391$995K0.01%-4,72513F-HRTimeline
World Investment Advisors46,124$969K0.02%-6,56113F-HR/ATimeline
OPTIMA CAPITAL LLC45,916$964K0.42%-3,10713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC45,728$960K0.32%-37613F-HRTimelineGroup
MAI Capital Management45,188$949K0.01%-84713F-HRTimeline
IAM Advisory, LLC45,021$945K0.21%+54813F-HRTimeline
MGO ONE SEVEN LLC44,702$939K0.02%+2,80413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth44,291$930K<0.01%-4,84313F-HRTimelineGroup
Invst, LLC43,524$914K0.1%-80313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC42,589$894K0.02%-4,81713F-HRTimelineGroup
SageView Advisory Group, LLC42,316$889K0.03%-1,90213F-HRTimeline
Ninety One North America, Inc.42,200$886K0.04%013F-HRTimeline
Arete Wealth Advisors, LLC41,656$875K0.06%-3,67613F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP41,293$867K<0.01%+2,33513F-HRTimelineGroup
Atria Investments, Inc41,104$863K0.01%-17,47313F-HRTimeline
Cobblestone Asset Management LLC41,030$862K0.39%+17,28913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK40,619$853K<0.01%+88513F-HRTimelineGroup
INTRUST BANK NA40,404$848K0.07%013F-HRTimeline
Operose Advisors LLC39,077$821K0.19%+3,29513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.38,482$808K0.01%-7,10813F-HRTimelineGroup
Steward Partners Investment Advisory, L…38,092$800K<0.01%-2,73013F-HRTimeline
BOS Asset Management, LLC37,868$795K0.21%013F-HRTimeline
WCG Wealth Advisors LLC37,783$793K0.02%new13F-HRTimeline
Mutual Advisors, LLC36,723$771K0.02%-33,83313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC36,525$767K0.06%+18,02513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC36,499$766K0.48%+23,14913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,703$750K0.01%+70713F-HRTimelineGroup
Summit Financial, LLC35,364$743K0.01%+14713F-HRTimeline
High Net Worth Advisory Group LLC34,500$724K0.17%+15,00013F-HRTimeline
Fort Sheridan Advisors LLC33,990$714K0.09%+1,38413F-HRTimeline
Hillsdale Investment Management Inc.33,000$693K0.02%+4,45013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd32,401$680K0.02%new13F-HRTimelineGroup
Advyzon Investment Management, LLC31,138$654K0.08%+3,19313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding31,066$652K+22,213Timeline
StoneX Group Inc.in group StoneX Group Inc.31,017$651K0.03%new13F-HRTimelineGroup
Stelac Advisory Services LLC31,003$651K0.23%-14,60913F-HRTimeline
Advisory Services Network, LLC30,640$643K0.01%+8,97413F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.31,012$643K0.83%-5,49713F-HRTimeline
Eagle Bay Advisors LLC30,573$642K0.47%+11,06013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,309$636K<0.01%new13F-HRTimeline
Pasadena Private Wealth, LLC29,950$629K0.09%+40013F-HRTimeline
First Citizens Asset Management, Inc.29,469$619K0.22%+2,51913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29,427$618K<0.01%-90513F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC28,741$604K0.06%+1,83913F-HRTimeline
Sanctuary Advisors, LLC28,733$603K<0.01%+2,69813F-HRTimeline
HANCOCK WHITNEY CORP28,614$601K0.01%-39,84513F-HRTimeline
Leo Wealth, LLC18,672$600K0.04%new13F-HRTimeline
PFG Investments, LLC27,947$587K0.03%+68613F-HRTimeline
CoreCap Advisors, LLC27,850$585K0.02%-1,85613F-HRTimeline
Adams Wealth Management27,361$575K0.12%-4,90113F-HRTimeline
CacheTech Inc.27,361$575K0.11%-4,90113F-HRTimeline
Strategic Blueprint, LLC27,358$575K0.03%-1,39013F-HRTimeline
Farther Finance Advisors, LLC27,219$572K0.01%+4,17213F-HRTimeline
B. Riley Wealth Advisors, Inc.26,942$566K0.03%-42913F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…26,775$562K0.03%-10013F-HRTimeline
Lewis Asset Management, LLC26,625$559K0.23%013F-HRTimeline
K2 Financial Inc.26,358$555K0.43%+1,05613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,356$553K<0.01%-1,95313F-HRTimelineGroup
Strategic Financial Partners, Ltd.26,280$552K0.24%+3,51313F-HRTimeline
Oder Investment Management, LLC25,719$540K0.39%+13213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC25,453$535K0.2%+11,17113F-HRTimeline
Sowell Financial Services LLC25,343$532K0.02%+1,00313F-HRTimeline
Cadent Capital Advisors, LLC25,132$528K0.14%+17913F-HRTimeline
PFG Advisors25,047$526K0.03%+9,37413F-HRTimeline
GILL CAPITAL PARTNERS, LLC24,744$520K0.16%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24,531$515K0.07%-1,15813F-HRTimelineGroup
AA Financial Advisors, LLC24,503$515K0.1%+7,16413F-HRTimeline
EFG International AGin group EFG International AG24,445$513K0.01%13F-HRTimelineGroup
CROBAN24,271$510K0.25%-39213F-HRTimeline
Sequoia Financial Advisors, LLC24,241$509K<0.01%-45,64713F-HRTimeline
Advisors Asset Management, Inc.24,072$506K0.01%-8,92013F-HR/ATimeline
First City Capital Management, Inc.23,653$497K0.26%-20013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.23,109$485K0.92%13F-HRTimeline
Dynamic Advisor Solutions LLC22,937$482K0.02%-41813F-HRTimeline
Parallel Advisors, LLC22,921$481K0.01%-1,39013F-HRTimeline
CERTUITY, LLC22,446$471K0.03%-2,57613F-HRTimeline
Tactive Advisors, LLC22,280$468K0.14%-2,35013F-HRTimeline
EVERPAR ADVISORS LLC21,538$452K0.17%+6313F-HRTimeline
Garden State Investment Advisory Servic…21,460$451K0.11%+8,51013F-HRTimeline
Point Nemo Capital, LLC21,051$442K0.44%13F-HRTimeline
Everstar Asset Management, LLC20,600$433K0.23%013F-HRTimeline
AlphaCentric Advisors LLC20,252$425K0.42%13F-HRTimeline
Private Advisory Group LLC19,918$418K0.03%new13F-HRTimeline
Riggs Asset Managment Co. Inc.19,882$418K0.08%-120,48813F-HRTimeline
Bangor Savings Bank19,708$414K0.03%-2,02913F-HRTimeline
Eagle Strategies LLC19,507$410K0.05%+12713F-HRTimeline
BLAIR WILLIAM & CO/IL19,249$404K<0.01%-1,19813F-HRTimeline
DECISION INVESTMENTS, INC18,885$397K0.43%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,854$396K<0.01%+2,09113F-HRTimelineGroup
Sequent Planning LLC18,674$392K0.1%+1,93813F-HRTimeline
INVESTMENT PARTNERS, LTD.18,480$388K0.14%+1,49513F-HRTimeline
PAX Financial Group, LLC18,461$388K0.07%+6,27613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,230$383K<0.01%+41913F-HRTimelineGroup
NWAM LLC18,174$382K0.02%-1,05413F-HRTimeline
Cedrus Wealth Group LLC18,104$380K0.35%13F-HRTimeline
Creative Planningin group Creative Planning18,073$380K<0.01%+1,15413F-HRTimelineGroup
Welch & Forbes LLC17,979$378K<0.01%-3,68013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC17,840$375K0.05%013F-HRTimeline
Snowden Capital Advisors LLC17,312$364K0.01%+1,18413F-HRTimeline
CWA Asset Management Group, LLC16,985$357K0.01%+27413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…16,950$356K<0.01%-58,85413F-HRTimelineGroup
Richmond Investment Services, LLC16,892$355K0.06%-56013F-HRTimeline
Focus Financial Network, Inc.16,834$354K0.01%+8013F-HRTimeline
Choate Investment Advisors16,810$353K0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC16,808$353K0.13%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,685$350K0.03%+27513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,637$349K0.01%+3,74913F-HRTimelineGroup
Csenge Advisory Group16,633$349K0.02%+2,15713F-HRTimeline
Community Bank & Trust, Waco, Texas16,500$347K0.07%new13F-HRTimeline
LANARK FINANCIAL, INC.16,416$345K0.03%+5,56913F-HRTimeline
Argyle Capital Partners, LLC16,076$338K0.25%-2,71913F-HRTimeline
American Institute for Advanced Investm…15,925$334K0.21%-21413F-HRTimeline
Capital Investment Advisors, LLC15,871$333K0.01%-12513F-HRTimeline
ROTHSCHILD INVESTMENT LLC15,790$332K0.02%-50013F-HRTimeline
Regal Investment Advisors LLC15,300$321K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,025$316K0.01%+96213F-HR/ATimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH14,948$314K0.09%+2,87513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC14,853$312K0.03%+1,87513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management14,847$312K<0.01%-587,39313F-HRTimelineGroup
Elm3 Financial Group, LLC14,559$306K0.25%-6,07913F-HRTimeline
LJI Wealth Management, LLC14,404$302K0.05%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …14,392$302K0.03%new13F-HRTimelineGroup
4Thought Financial Group Inc.14,016$294K0.15%+6913F-HRTimeline
TopTier Wealth Management, LLC13,997$294K0.2%13F-HRTimeline
HARBOUR INVESTMENTS, INC.13,942$293K0.01%+2,13313F-HRTimeline
Hexagon Capital Partners LLC13,698$288K0.05%-63513F-HRTimeline
Thompson David Blair13,669$287K0.16%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,648$287K<0.01%new13F-HRTimelineGroup
Cascade Financial Partners, LLC13,415$282K0.03%+6913F-HRTimeline
Alteri Wealth LLC13,404$281K0.09%+2,34713F-HRTimeline
Westview Management dba Westview Invest…13,295$279K0.13%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,765$268K0.02%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.12,411$261K0.01%new13F-HRTimeline
Curtis Advisory Group, LLC12,428$261K0.05%-9113F-HRTimeline
Lifeworks Advisors, LLC12,367$260K0.03%new13F-HRTimeline
First Heartland Consultants, Inc.12,340$259K0.02%+2013F-HRTimeline
J.W. COLE ADVISORS, INC.12,705$258K0.01%-87,15513F-HRTimeline
Opal Wealth Advisors, LLC12,268$258K0.07%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,075$254K0.01%-12513F-HRTimeline
Worth Asset Management, LLC11,935$251K0.11%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC11,872$249K0.11%-2,45713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC11,408$240K0.09%+56213F-HRTimeline
Mission Hills Financial Advisory, LLC11,263$237K0.12%+79813F-HRTimeline
DAVENPORT & Co LLC11,247$236K<0.01%+54513F-HRTimeline
OneDigital Investment Advisors LLC11,215$236K<0.01%-63513F-HRTimeline
Navigation Wealth Management, Inc.11,184$235K0.35%+66913F-HRTimeline
SeaCrest Wealth Management, LLC11,100$234K0.02%013F-HRTimeline
IHT Wealth Management, LLC10,907$229K0.01%+66413F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT10,786$227K0.11%-19013F-HRTimeline
Chicago Partners Investment Group LLC10,793$225K0.01%+12513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,439$219K0.01%new13F-HRTimeline
M Holdings Securities, Inc.10,445$219K0.02%new13F-HRTimeline
Western Wealth Management, LLC10,416$219K0.01%+26613F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV10,387$218K0.02%-61913F-HRTimeline
Pacific Point Advisors, LLC10,358$218K0.12%new13F-HRTimeline