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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
Beacon Pointe Advisors, LLC12,001$248K<0.01%-2,44513F-HRTimeline
M Holdings Securities, Inc.11,725$243K0.04%-2,65413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.11,662$241K0.18%-11413F-HRTimeline
Eagle Strategies LLC11,649$241K0.04%-37313F-HRTimeline
Parker Financial LLC11,624$241K0.12%-2,28713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,566$239K<0.01%-1,66413F-HRTimelineGroup
Fiduciary Group, LLC11,440$237K0.02%new13F-HRTimeline
Marks Group Wealth Management, Inc11,333$235K0.02%new13F-HRTimeline
Ethos Financial Group, LLC11,251$233K0.02%new13F-HRTimeline
PAX Financial Group, LLC11,246$233K0.04%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,047$233K0.01%013F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC11,123$230K0.06%-31,87213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC10,780$223K0.01%+12513F-HRTimeline
Graham Capital Management, L.P.10,700$221K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC10,590$219K<0.01%-16813F-HRTimeline
IHT Wealth Management, LLC10,563$219K0.01%-1,04113F-HRTimeline
HARBOUR INVESTMENTS, INC.10,388$215K0.01%+99213F-HRTimeline
Virtue Capital Management, LLC10,287$213K0.02%-154,13913F-HRTimeline
Cordatus Wealth Management LLC10,203$211K0.06%013F-HRTimeline
Western Wealth Management, LLC10,150$210K0.01%013F-HRTimeline
Advisor Resource Council10,130$210K0.02%new13F-HRTimeline
PLANWISER FINANCIAL, LLC10,006$208K0.19%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,042$208K0.01%+16313F-HRTimelineGroup
Hobbs Group Advisors, LLC10,000$207K0.08%013F-HRTimeline
Cadence Bank9,996$207K0.01%-2,00013F-HRTimeline
LANARK FINANCIAL, INC.9,991$206K0.02%+9,98113F-HRTimeline
SMITH, MOORE & CO.9,855$204K0.02%new13F-HRTimeline
DAVIDSON TRUST CO9,836$204K0.1%013F-HRTimeline
Forefront Analytics, LLC9,786$203K0.23%-294,96013F-HRTimeline
Cutter & CO Brokerage, Inc.9,800$203K0.05%new13F-HRTimeline
West Coast Financial LLC9,753$202K0.02%013F-HRTimeline
Vantage Financial Partners, LLC9,704$201K0.05%new13F-HRTimeline
Friedenthal Financial9,070$188K0.11%-89613F-HRTimeline
FSC Wealth Advisors, LLC8,160$169K0.11%+1,59813F-HRTimeline
Solstein Capital, LLC7,777$161K0.09%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS7,500$155K0.07%013F-HRTimeline
Paladin Advisory Group, LLC7,365$152K0.12%-60413F-HRTimeline
PRIVATE TRUST CO NA7,204$149K0.02%+2,50013F-HRTimeline
Creative Capital Management Investments…6,800$141K0.05%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD6,760$140K<0.01%-5,97413F-HRTimelineGroup
SBI Securities Co., Ltd.6,070$126K<0.01%+1,26613F-HRTimeline
Cliffwater LLC5,902$122K0.03%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,870$122K0.02%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,853$121K<0.01%-1,251,39013F-HRTimelineGroup
Allworth Financial LP5,616$116K<0.01%-1,97113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,610$116K0.04%+1,59913F-HRTimelineGroup
Parkside Financial Bank & Trust4,766$98.7K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,743$98.2K0.03%013F-HRTimeline
WPG Advisers, LLC4,314$89.3K0.08%-40313F-HRTimeline
Blue Trust, Inc.3,624$75K<0.01%-1,93013F-HRTimeline
WealthShield Partners, LLC3,550$73.5K0.01%-17913F-HRTimeline
Cape Investment Advisory, Inc.3,480$72K0.03%+613F-HRTimeline
IMG Wealth Management, Inc.3,475$71.9K0.06%+15813F-HRTimeline
MeadowBrook Investment Advisors LLC3,424$70.9K0.07%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,376$69.9K<0.01%+5513F-HRTimeline
IFP Advisors, Inc3,340$69.1K<0.01%+1,30213F-HRTimeline
Synergy Investment Management, LLC3,271$67.7K0.03%013F-HRTimeline
MGB Wealth Management, LLC3,200$66.2K0.02%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC3,181$65.9K0.04%-383,57913F-HR/ATimeline
Capital Investment Advisory Services, L…3,132$64.8K0.01%+2,23313F-HRTimeline
WEST PACES ADVISORS INC.3,029$62.7K0.01%+16413F-HRTimeline
NorthRock Partners, LLC2,942$60.9K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,540$52.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,484$51.4K0.01%013F-HR/ATimeline
Front Row Advisors LLC2,391$49.5K0.02%013F-HRTimeline
WHITTIER TRUST CO2,370$49.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC2,396$49K<0.01%-10,13213F-HRTimeline
Park Square Financial Group, LLC2,300$47.6K0.04%-63613F-HRTimeline
LFA - Lugano Financial Advisors SA2,260$46.8K0.03%-3,80513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.2,206$46K<0.01%new13F-HRTimeline
Olistico Wealth, LLC2,089$43.2K0.03%+40813F-HRTimeline
McIlrath & Eck, LLC2,063$42.7K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,981$41K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC1,701$35.2K0.01%+113F-HRTimeline
Bell Investment Advisors, Inc1,683$34.8K0.01%013F-HRTimeline
NFSG Corp1,660$34.4K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,331$27.5K0.01%+2213F-HRTimeline
McClarren Financial Advisors, Inc.20$26K0.02%-1,25513F-HRTimeline
Future Financial Wealth Managment LLC1,230$25.5K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,108$22.9K<0.01%+10813F-HRTimeline
Caldwell Trust Co1,055$21.8K<0.01%013F-HRTimeline
Ironwood Wealth Management, LLC.1,037$21.5K0.01%013F-HRTimeline
Larson Financial Group LLC1,000$20.7K<0.01%+10213F-HRTimeline
Archer Investment Corp1,000$20.7K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.1,000$20.7K0.02%013F-HRTimeline
GROUP ONE TRADING LLC902$18.7K<0.01%-6,93513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED886$18.3K<0.01%013F-HR/ATimeline
Salomon & Ludwin, LLC740$15.3K<0.01%013F-HRTimeline
Arax Advisory Partners676$14K<0.01%+31113F-HRTimeline
Topsail Wealth Management, LLC660$13.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC652$13.5K<0.01%+44213F-HRTimeline
EASTERN BANK650$13.5K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…585$12.1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC572$11.8K0.01%+913F-HRTimeline
First Horizon Advisors, Inc.555$11.5K<0.01%+10513F-HRTimeline
AMERIFLEX GROUP, INC.546$11.3K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC489$10K<0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…462$9.56K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.461$9.54K<0.01%013F-HRTimeline
10Elms LLP455$9.42K0.01%+30013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…445$9.21K<0.01%new13F-HRTimelineGroup
CITY HOLDING CO432$8.94K<0.01%new13F-HRTimeline
Promus Capital, LLC428$8.86K0.01%013F-HR/ATimeline
Center for Financial Planning, Inc.377$7.8K<0.01%new13F-HRTimeline
SVB WEALTH LLC327$6.77K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC253$5.23K<0.01%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC245$5.07K<0.01%013F-HRTimeline
Mechanics Financial Corp240$4.97K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.233$4.82K<0.01%013F-HRTimeline
Beacon Capital Management, LLC219$4.53K<0.01%-3813F-HRTimeline
Jackson Hole Capital Partners, LLC216$4.47K<0.01%013F-HRTimeline
SIGNATUREFD, LLC200$4.14K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC184$3.81K<0.01%new13F-HRTimeline
2UniFi Bank179$3.75K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.175$3.62K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC831$3.42K<0.01%+66613F-HRTimeline
Physician Wealth Advisors, Inc.160$3.31K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.147$3.04K<0.01%013F-HRTimeline
Sound Income Strategies, LLC145$3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV122$2.52K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC119$2.45K<0.01%+113F-HR/ATimeline
Transce3nd, LLC111$2.3K<0.01%+9013F-HRTimeline
Creekmur Asset Management LLC103$2.13K<0.01%-26313F-HRTimeline
Pillar Financial Advisors, LLC81$1.68K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.77$1.59K<0.01%-14213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…69$1.44K<0.01%new13F-HRTimeline
Costello Asset Management, INC24$505<0.01%new13F-HRTimeline
Fortitude Family Office, LLC24$497<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.22$453<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17$352<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…14$277<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.4$83<0.01%013F-HRTimeline
Keystone Global Partners, LLC1$22<0.01%13F-HRTimeline
Brooklyn Investment Group1$21<0.01%013F-HRTimeline
NewSquare Capital LLC0$5<0.01%-2113F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-93413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.