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Disclosery

BKLN INVESCO EXCH TRADED FD TR II

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SR LN ETF (fund)

529 managers (540 13F filers) reported a position in BKLN shares at 2024-12-31, 365,990,303 shares in all. 67 filers opened a position and 47 filers sold out during the quarter.

Managers
529
13F filers
540
New
67
Added
221
Reduced
137
Sold out
47
Shares held by filers
365,990,303

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Cadence Bank11,996$253K0.02%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.11,776$248K0.19%+48113F-HRTimeline
IHT Wealth Management, LLC11,604$245K0.01%-9,44813F-HRTimeline
Signal Advisors Wealth, LLC11,289$238K0.03%new13F-HRTimeline
Coppell Advisory Solutions LLC11,247$237K0.03%-1,24313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,070$233K<0.01%+2,12713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,047$233K0.01%+99713F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD10,945$231K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC10,758$227K<0.01%-39713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,655$225K0.01%-13213F-HRTimeline
Cordatus Wealth Management LLC10,203$215K0.06%013F-HRTimeline
Western Wealth Management, LLC10,150$214K0.01%-13,38413F-HR/ATimeline
Wilmington Savings Fund Society, FSB10,000$211K<0.01%new13F-HRTimeline
Hobbs Group Advisors, LLC10,000$211K0.08%013F-HRTimeline
Friedenthal Financial9,966$210K0.12%+4413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,879$208K0.01%+11713F-HRTimelineGroup
DAVIDSON TRUST CO9,836$207K0.11%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC9,786$206K0.13%13F-HRTimeline
West Coast Financial LLC9,753$205K0.02%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,708$205K0.04%-1,18813F-HRTimeline
Lindbrook Capital, LLC9,556$201K0.02%+1,18613F-HRTimeline
Private Advisory Group LLC9,510$200K0.02%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.9,396$198K0.01%+2,44413F-HRTimeline
Paladin Advisory Group, LLC7,969$168K0.13%+23213F-HRTimeline
GROUP ONE TRADING LLC7,837$165K0.01%new13F-HR/ATimeline
Solstein Capital, LLC7,777$164K0.09%013F-HRTimeline
Allworth Financial LP7,587$160K<0.01%+6,13713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS7,500$158K0.07%-2,75713F-HRTimeline
Farther Finance Advisors, LLC7,362$155K0.01%-1,35113F-HRTimeline
Creative Capital Management Investments…6,800$143K0.06%013F-HRTimeline
FSC Wealth Advisors, LLC6,562$138K0.09%+1,66813F-HRTimeline
EP Wealth Advisors, LLC6,331$133K<0.01%new13F-HRTimeline
Bangor Savings Bank6,217$131K0.01%+85513F-HRTimeline
LFA - Lugano Financial Advisors SA6,065$128K0.08%013F-HRTimeline
ALBION FINANCIAL GROUP /UT6,000$126K0.01%new13F-HRTimeline
Cliffwater LLC5,902$124K0.03%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,870$124K0.02%new13F-HRTimelineGroup
Blue Trust, Inc.5,554$117K<0.01%new13F-HR/ATimeline
Ravenstone Capital Management Inc.5,000$105K0.06%new13F-HRTimeline
SBI Securities Co., Ltd.4,804$101K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust4,766$100K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,743$99.9K0.03%013F-HRTimeline
WPG Advisers, LLC4,717$99.4K0.09%13F-HRTimeline
PRIVATE TRUST CO NA4,704$99.1K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…4,011$84.5K0.03%013F-HRTimelineGroup
Householder Group Estate & Retirement S…3,999$84K0.06%-7113F-HRTimeline
WealthShield Partners, LLC3,729$78.6K0.01%+213F-HRTimeline
Cape Investment Advisory, Inc.3,474$73.2K0.03%+1,27813F-HRTimeline
MeadowBrook Investment Advisors LLC3,424$72.1K0.06%-20013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,321$70K<0.01%+6513F-HRTimeline
IMG Wealth Management, Inc.3,317$69.9K0.06%13F-HRTimeline
Synergy Investment Management, LLC3,271$68.9K0.03%13F-HRTimeline
MGB Wealth Management, LLC3,200$67.4K0.02%013F-HRTimeline
Park Square Financial Group, LLC2,936$61.9K0.04%13F-HRTimeline
WEST PACES ADVISORS INC.2,865$60.4K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,540$53.5K<0.01%+54013F-HRTimeline
Golden State Wealth Management, LLC2,484$52.3K0.01%13F-HRTimeline
Front Row Advisors LLC2,391$50.4K0.02%013F-HRTimeline
WHITTIER TRUST CO2,370$49.9K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC2,290$48.3K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC2,063$43.5K0.01%013F-HRTimeline
IFP Advisors, Inc2,038$42.9K<0.01%-2,50413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,981$41.7K0.02%13F-HRTimeline
REAP Financial Group, LLC1,836$38.7K0.01%+413F-HRTimeline
Continuum Advisory, LLC1,821$38.4K<0.01%-31813F-HRTimeline
Avior Wealth Management, LLC1,768$37.3K<0.01%+42013F-HRTimeline
Glen Eagle Advisors, LLC1,700$35.8K0.01%+113F-HRTimeline
Bell Investment Advisors, Inc1,683$35.5K0.01%013F-HRTimeline
Olistico Wealth, LLC1,681$35.4K0.02%-8513F-HRTimeline
AlphaMark Advisors, LLC1,665$35K0.02%013F-HRTimeline
NFSG Corp1,660$35K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,309$27.6K0.01%+2513F-HR/ATimeline
McClarren Financial Advisors, Inc.1,275$26K0.07%+1,25413F-HRTimeline
Future Financial Wealth Managment LLC1,230$25.9K0.02%013F-HRTimeline
Avos Capital Management, LLC1,228$24.3K0.02%13F-HRTimeline
Castleview Partners, LLC1,120$23.6K0.01%-1,40513F-HR/ATimeline
Caldwell Trust Co1,055$22.2K<0.01%013F-HRTimeline
Ironwood Wealth Management, LLC.1,037$21.9K0.01%+1113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,000$21.1K<0.01%013F-HRTimeline
Archer Investment Corp1,000$21.1K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.1,000$21.1K0.02%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…934$19.8K<0.01%-10813F-HRTimeline
Capital Investment Advisory Services, L…899$19K<0.01%-2,19913F-HRTimeline
Larson Financial Group LLC898$18.9K<0.01%+70013F-HRTimeline
AdvisorNet Financial, Inc892$18.8K<0.01%-53213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED886$18.6K<0.01%+23613F-HRTimeline
LEE DANNER & BASS INC825$17.4K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC800$16.9K0.01%13F-HRTimeline
Salomon & Ludwin, LLC740$15.6K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC660$13.9K<0.01%13F-HRTimeline
EASTERN BANK650$13.7K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…585$12.3K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC563$11.9K0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp510$10.7K<0.01%-1,86013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.479$10.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.461$9.71K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.450$9.49K<0.01%+913F-HRTimeline
Promus Capital, LLC428$9.02K0.01%13F-HR/ATimeline
Creekmur Asset Management LLC366$7.71K<0.01%+713F-HRTimeline
Arax Advisory Partners365$7.69K<0.01%013F-HRTimeline
Beacon Capital Management, LLC257$5.42K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC245$5.16K<0.01%013F-HRTimeline
Mechanics Financial Corp240$5.06K<0.01%-95613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.233$4.91K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.219$4.6K<0.01%-13,40313F-HRTimeline
Jackson Hole Capital Partners, LLC216$4.55K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC210$4.42K<0.01%+5813F-HRTimeline
SIGNATUREFD, LLC200$4.21K<0.01%new13F-HRTimeline
2UniFi Bank179$3.77K<0.01%13F-HRTimeline
WEBSTER BANK, N. A.175$3.69K<0.01%013F-HRTimeline
Mainstream Capital Management LLC173$3.65K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC165$3.48K<0.01%13F-HRTimeline
10Elms LLP155$3.27K<0.01%13F-HRTimeline
Raleigh Capital Management Inc.147$3.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC145$3.06K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV122$2.57K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC118$2.49K<0.01%+113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC105$2.21K<0.01%new13F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.102$2.15K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC81$1.71K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC66$1.39K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC58$1.22K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.22$457<0.01%013F-HRTimeline
NewSquare Capital LLC21$447<0.01%-219,08413F-HRTimeline
Transce3nd, LLC21$442<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.10$2120.02%-9,68313F-HRTimeline
Quest 10 Wealth Builders, Inc.4$84<0.01%13F-HRTimeline
Brooklyn Investment Group1$22<0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.1$21<0.01%new13F-HRTimeline