Skip to content

BKLN INVESCO EXCH TRADED FD TR II

Follow

SR LN ETF (fund)

499 managers (506 13F filers) reported a position in BKLN shares at 2026-03-31, 275,108,538 shares in all. 70 filers opened a position and 73 filers sold out during the quarter.

Managers
499
13F filers
506
New
70
Added
162
Reduced
195
Sold out
73
Shares held by filers
275,108,538

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …71,181$1.45M<0.01%-346,13613F-HRTimelineGroup
Advisory Alpha, LLC70,199$1.43M0.04%-163,54913F-HRTimeline
NorthCoast Asset Management LLC68,699$1.4M0.03%-73,42313F-HRTimeline
Signal Advisors Wealth, LLC67,470$1.38M0.09%-34,84913F-HRTimeline
FC Advisory LLC65,564$1.34M0.39%+98613F-HRTimeline
AA Financial Advisors, LLC65,204$1.33M0.19%+40,70113F-HRTimeline
Marble Wealth, LLC65,154$1.33M0.23%+13,60513F-HRTimeline
CWM, LLCin group CWM, LLC64,597$1.32M<0.01%-4,39613F-HRTimelineGroup
Triumph Capital Management62,208$1.27M0.26%+1,89613F-HRTimeline
BENNETT SELBY INVESTMENTS LP62,023$1.27M0.44%-6713F-HRTimeline
Prospera Financial Services Inc61,079$1.25M0.02%-1,79713F-HRTimeline
WCG Wealth Advisors LLC60,104$1.23M0.03%+22,32113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.58,850$1.2M0.01%-879,40013F-HRTimelineGroup
Hillsdale Investment Management Inc.56,310$1.15M0.03%+23,31013F-HRTimeline
Wagner Wealth Management, LLC55,735$1.14M0.23%-19313F-HRTimeline
BNP PARIBASin group BNP PARIBAS54,084$1.1M0.04%-713,35913F-HRTimelineGroup
4Thought Financial Group Inc.53,610$1.09M0.54%+39,59413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…50,849$1.04M0.03%-4,55613F-HRTimelineGroup
Edgestream Partners, L.P.50,363$1.03M0.03%-71,64113F-HRTimeline
Total Clarity Wealth Management, Inc.50,305$1.03M0.24%-1,53413F-HRTimeline
Cobblestone Asset Management LLC47,750$975K0.44%+6,72013F-HRTimeline
TD Waterhouse Canada Inc.47,391$969K<0.01%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC46,877$957K0.35%+1,14913F-HR/ATimelineGroup
Brookwood Investment Group LLC46,085$941K0.12%-2,90513F-HRTimeline
FIRST UNITED BANK & TRUST46,062$940K0.31%-9,29613F-HRTimeline
Pinion Investment Advisors, LLC45,942$938K0.22%-235,93013F-HRTimeline
World Investment Advisors45,915$937K0.02%-20913F-HRTimeline
OPTIMA CAPITAL LLC45,564$930K0.43%-35213F-HRTimeline
Sigma Planning Corp43,848$895K0.02%-5,46213F-HRTimeline
MGO ONE SEVEN LLC43,289$884K0.02%-1,41313F-HRTimeline
IAM Advisory, LLC43,205$882K0.2%-1,81613F-HRTimeline
Invst, LLC42,974$877K0.1%-55013F-HRTimeline
MAI Capital Management42,841$874K<0.01%-2,34713F-HRTimeline
READYSTATE ASSET MANAGEMENT LP41,786$853K0.05%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,739$852K0.01%-15,13013F-HRTimelineGroup
Atria Investments, Inc40,917$835K0.01%-18713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.40,892$835K0.08%-18,49613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK40,854$834K<0.01%+23513F-HRTimelineGroup
INTRUST BANK NA40,404$825K0.07%013F-HRTimeline
SAGE FINANCIAL GROUP INC40,364$824K0.05%-223,22013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP39,807$812K<0.01%-1,48613F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.39,392$804K0.01%+91013F-HRTimelineGroup
Mutual Advisors, LLC37,955$775K0.02%+1,23213F-HRTimeline
BOS Asset Management, LLC37,868$773K0.2%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth37,005$755K<0.01%-7,28613F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC36,515$745K0.07%+7,77413F-HRTimeline
&PARTNERS36,454$744K<0.01%-11,90813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC36,267$740K0.05%-25813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,100$737K<0.01%+16,87013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.36,000$735K<0.01%-360,00013F-HRTimelineGroup
Summit Financial, LLC35,800$731K0.01%+43613F-HRTimeline
Advisory Services Network, LLC35,704$729K0.01%+5,06413F-HRTimeline
Sovereign Financial Group, Inc.35,580$726K0.13%new13F-HRTimeline
SageView Advisory Group, LLC35,361$722K0.03%-6,95513F-HRTimeline
Farther Finance Advisors, LLC34,904$714K0.01%+7,68513F-HRTimeline
High Net Worth Advisory Group LLC34,500$704K0.16%013F-HRTimeline
Steward Partners Investment Advisory, L…34,253$699K<0.01%-3,83913F-HRTimeline
Dynamic Advisor Solutions LLC33,695$688K0.02%+10,75813F-HRTimeline
NewEdge Advisors, LLC33,375$681K<0.01%-21,02413F-HR/ATimeline
Leo Wealth, LLC32,884$671K0.05%+14,21213F-HRTimeline
Balefire, LLC32,767$669K0.13%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.32,391$661K0.05%new13F-HRTimeline
Advyzon Investment Management, LLC32,298$659K0.06%+1,16013F-HRTimeline
WATERS PARKERSON & CO., LLC32,250$658K0.03%new13F-HRTimeline
AEGON USA Investment Management, LLC31,500$643K0.5%-31,50013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.31,110$642K0.61%+9813F-HRTimeline
MATHER GROUP, LLC.31,320$639K0.01%new13F-HRTimeline
Eagle Bay Advisors LLC31,307$639K0.56%+73413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.31,087$633K0.03%+7013F-HRTimelineGroup
Fort Sheridan Advisors LLC30,676$626K0.08%-3,31413F-HRTimeline
First Interstate Bank30,565$624K0.04%+20,65713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,507$623K<0.01%+19813F-HRTimeline
Pasadena Private Wealth, LLC30,450$621K0.09%+50013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC29,847$609K<0.01%new13F-HRTimelineGroup
PFG Advisors29,584$604K0.03%+4,53713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC29,369$599K<0.01%-33,08013F-HRTimelineGroup
Forum Finance Group S.A.36,315$594K0.32%13F-HRTimeline
Operose Advisors LLC28,992$592K0.14%-10,08513F-HRTimeline
First Citizens Asset Management, Inc.28,737$587K0.21%-73213F-HRTimeline
Western Wealth Management, LLC28,575$583K0.02%+18,15913F-HR/ATimeline
Pacific Excel Wealth Advisors, Inc.28,397$580K0.61%+5,28813F-HRTimeline
NVWM, LLC28,358$579K0.13%new13F-HRTimeline
Sanctuary Advisors, LLC28,358$579K<0.01%-37513F-HRTimeline
Empirical Financial Services, LLC d.b.a…28,306$578K0.01%new13F-HRTimeline
GoalVest Advisory LLC28,305$578K0.11%-321,98913F-HRTimeline
Stelac Advisory Services LLC27,747$566K0.11%-3,25613F-HRTimeline
Oder Investment Management, LLC27,610$564K0.43%+1,89113F-HRTimeline
Integrated Advisors Network LLC27,469$561K0.03%-68,78413F-HRTimeline
FMR LLCin group FMR LLC27,041$552K<0.01%-427,66313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.26,935$547K0.04%-713F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…26,775$546K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,467$540K<0.01%+11113F-HRTimelineGroup
Gateway Wealth Partners, LLC26,147$534K0.02%new13F-HRTimeline
Lewis Asset Management, LLC26,145$534K0.22%-48013F-HRTimeline
CoreCap Advisors, LLC25,813$527K0.02%-2,03713F-HRTimeline
Strategic Blueprint, LLC25,741$525K0.03%-1,61713F-HRTimeline
Sowell Financial Services LLC25,728$525K0.02%+38513F-HRTimeline
Clear Harbor Asset Management, LLC25,460$520K0.04%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC25,453$519K0.18%013F-HRTimeline
DV Trading LLC25,300$516K0.05%new13F-HRTimeline
Navigation Wealth Management, Inc.24,891$508K1.83%+13,70713F-HRTimeline
GILL CAPITAL PARTNERS, LLC24,858$507K0.15%+11413F-HRTimeline
Beacon Pointe Advisors, LLC24,615$502K<0.01%-73,15713F-HRTimeline
EFG International AGin group EFG International AG24,445$499K0.01%013F-HRTimelineGroup
Garden State Investment Advisory Servic…24,320$496K0.12%+2,86013F-HRTimeline
Composition Wealth, LLC23,976$489K0.01%-28,21213F-HRTimeline
Savvy Advisors, Inc.23,972$489K0.01%new13F-HRTimeline
AlphaCentric Advisors LLC23,752$485K0.48%+3,50013F-HRTimeline
Adams Wealth Management23,453$479K0.11%-3,90813F-HRTimeline
CacheTech Inc.23,453$479K0.09%-3,90813F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…23,335$476K0.39%-47,97013F-HRTimelineGroup
Tactive Advisors, LLC23,177$473K0.13%+89713F-HRTimeline
Parallel Advisors, LLC22,979$469K0.01%+5813F-HR/ATimeline
First City Capital Management, Inc.22,808$466K0.25%-84513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC22,792$465K0.03%-28,66613F-HRTimeline
ICON ADVISERS INC/CO22,733$464K0.11%-84,96613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners22,532$460K0.06%-1,99913F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.22,100$451K0.16%+3,62013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC21,012$429K0.05%+6,15913F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd20,926$427K0.01%-11,47513F-HRTimelineGroup
EVERPAR ADVISORS LLC20,907$427K0.15%-63113F-HRTimeline
Perigon Wealth Management, LLC20,517$419K0.01%-109,44913F-HRTimeline
Independent Advisor Alliance20,092$410K<0.01%new13F-HRTimeline
J HAGAN CAPITAL, INC.19,816$404K0.22%-38,26313F-HRTimeline
ROTHSCHILD INVESTMENT LLC19,790$404K0.02%+4,00013F-HRTimeline
Sequent Planning LLC19,733$403K0.1%+1,05913F-HRTimeline
Eagle Strategies LLC19,632$401K0.05%+12513F-HRTimeline
Plan Group Financial, LLC19,064$389K0.09%new13F-HRTimeline
Riggs Asset Managment Co. Inc.19,000$388K0.08%-88213F-HRTimeline
DECISION INVESTMENTS, INC18,785$383K0.44%-10013F-HRTimeline
Cedrus Wealth Group LLC18,517$378K0.42%+41313F-HRTimeline
Everstar Asset Management, LLC18,400$376K0.2%-2,20013F-HRTimeline
Snowden Capital Advisors LLC18,030$368K0.01%+71813F-HRTimeline
Community Bank & Trust, Waco, Texas17,977$367K0.07%+1,47713F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC17,840$364K0.05%013F-HRTimeline
NWAM LLC17,802$363K0.02%-37213F-HRTimeline
Sequoia Financial Advisors, LLC17,736$362K<0.01%-6,50513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding17,696$361K-13,370Timeline
CROBAN17,681$361K0.17%-6,59013F-HRTimeline
LANARK FINANCIAL, INC.17,261$352K0.03%+84513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,249$352K0.01%-25,34013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.16,929$346K0.02%+4,51813F-HRTimeline
Richmond Investment Services, LLC16,892$345K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.16,887$345K0.01%+2,94513F-HRTimeline
Sanchez Gaunt Capital Management, LLC16,854$344K0.21%13F-HRTimeline
Choate Investment Advisors16,810$343K0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC16,808$343K0.12%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,650$340K0.02%-3513F-HRTimeline
BLAIR WILLIAM & CO/IL16,582$338K<0.01%-2,66713F-HRTimeline
Regal Investment Advisors LLC16,582$338K0.02%+1,28213F-HRTimeline
CERTUITY, LLC16,488$337K0.02%-5,95813F-HRTimeline
Qube Research & Technologies Ltd16,040$327K<0.01%-32,16713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,035$327K<0.01%-224,26413F-HRTimelineGroup
Belpointe Asset Management LLC15,804$323K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC15,804$323K0.04%new13F-HRTimeline
Curtis Advisory Group, LLC15,529$317K0.07%+3,10113F-HRTimeline
Capital Investment Advisors, LLC15,421$315K<0.01%-45013F-HR/ATimeline
American Institute for Advanced Investm…15,355$313K0.2%-57013F-HRTimeline
Advisors Asset Management, Inc.14,932$305K0.01%-9,14013F-HRTimeline
Galilei Investment Office LLP14,700$300K0.16%new13F-HRTimeline
PAX Financial Group, LLC14,482$296K0.05%-3,97913F-HRTimeline
LJI Wealth Management, LLC14,404$294K0.05%013F-HRTimeline
Creative Planningin group Creative Planning14,265$291K<0.01%-3,80813F-HRTimelineGroup
TopTier Wealth Management, LLC14,208$290K0.18%+21113F-HRTimeline
HANCOCK WHITNEY CORP14,041$289K0.01%-14,57313F-HRTimeline
Mission Hills Financial Advisory, LLC13,994$286K0.15%+2,73113F-HRTimeline
BLUELINE ADVISORS LLC13,974$285K0.22%+13,23313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …13,886$283K0.02%-50613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,655$279K<0.01%-42,85713F-HRTimelineGroup
Clear Creek Financial Management, LLC13,531$276K0.02%-118,62913F-HRTimeline
Thompson David Blair13,437$274K0.16%-23213F-HRTimeline
Cascade Financial Partners, LLC13,415$274K0.03%013F-HRTimeline
Argyle Capital Partners, LLC13,334$272K0.2%-2,74213F-HRTimeline
Westview Management dba Westview Invest…13,295$271K0.14%013F-HRTimeline
Bangor Savings Bank13,242$270K0.02%-6,46613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,916$264K<0.01%-1,93113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.12,765$261K0.02%013F-HRTimelineGroup
Hexagon Capital Partners LLC12,619$258K0.04%-1,07913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,301$252K<0.01%-1,34713F-HRTimelineGroup
Alteri Wealth LLC12,280$251K0.08%-1,12413F-HRTimeline
Opal Wealth Advisors, LLC12,227$250K0.06%-4113F-HRTimeline
Arcus Capital Partners, LLC12,100$247K0.09%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH12,073$246K0.08%-2,87513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,010$245K0.01%-6513F-HRTimeline
J.W. COLE ADVISORS, INC.11,982$245K0.01%-72313F-HRTimeline
PRIVATE TRUST CO NA11,807$241K0.02%+1,46213F-HRTimeline
SeaCrest Wealth Management, LLC11,100$227K0.02%013F-HRTimeline
M Holdings Securities, Inc.10,905$225K0.02%+46013F-HRTimeline
IHT Wealth Management, LLC11,002$225K0.01%+9513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC10,704$218K0.09%-1,16813F-HRTimeline
DAVENPORT & Co LLC10,533$215K<0.01%-71413F-HRTimeline
Simmons Bankin group Simmons Bank10,410$212K0.01%new13F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV10,387$212K0.02%013F-HRTimeline
FIRST AMERICAN TRUST, FSB10,374$212K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.10,357$211K0.14%013F-HRTimeline
Compound Planning, Inc.10,308$210K0.01%new13F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC10,290$210K0.01%013F-HRTimeline
Welch & Forbes LLC10,214$208K<0.01%-7,76513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,208$208K<0.01%-6,42913F-HRTimelineGroup
Cordatus Wealth Management LLC10,203$208K0.05%013F-HRTimeline