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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
Horizon Wealth Management, LLC10,926$229K0.04%-13,74013F-HRTimeline
First Heartland Consultants, Inc.10,880$228K0.02%new13F-HRTimeline
Pinion Investment Advisors, LLC10,868$227K0.08%-148,53613F-HRTimeline
Cadent Capital Advisors, LLC10,665$223K0.07%-12,41313F-HRTimeline
Koshinski Asset Management, Inc.10,616$222K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.10,614$222K0.02%+62313F-HRTimeline
IHT Wealth Management, LLC10,588$221K0.01%+2513F-HRTimeline
Axim Planning & Wealth10,534$220K0.2%new13F-HRTimeline
Symmetry Partners, LLC10,491$219K0.03%new13F-HRTimeline
Mission Hills Financial Advisory, LLC10,465$219K0.14%new13F-HRTimeline
Friedenthal Financial10,358$217K0.12%+1,28813F-HRTimeline
Alteri Wealth LLC10,193$213K0.08%new13F-HRTimeline
Cordatus Wealth Management LLC10,203$213K0.05%013F-HRTimeline
Western Wealth Management, LLC10,150$212K0.01%013F-HRTimeline
NVWM, LLC10,133$212K0.05%-4,75613F-HRTimeline
Wilmington Savings Fund Society, FSB10,000$209K<0.01%-26,28813F-HRTimeline
Hobbs Group Advisors, LLC10,000$209K0.07%013F-HRTimeline
SMITH, MOORE & CO.9,855$206K0.02%013F-HRTimeline
DAVIDSON TRUST CO9,836$206K0.09%013F-HRTimeline
PRIVATE TRUST CO NA9,750$204K0.02%+2,54613F-HRTimeline
Vantage Financial Partners, LLC9,655$202K0.05%-4913F-HRTimeline
GTS SECURITIES LLC9,636$202K0.01%new13F-HRTimeline
Yukon Wealth Management, Inc.9,589$201K0.07%new13F-HRTimeline
Solstein Capital, LLC7,777$163K0.08%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS7,500$157K0.07%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD6,760$141K<0.01%013F-HRTimelineGroup
Allworth Financial LP6,242$131K<0.01%+62613F-HRTimeline
Cliffwater LLC5,902$123K0.03%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,870$123K0.02%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,816$122K0.04%+20613F-HRTimelineGroup
Creative Capital Management Investments…5,583$117K0.04%-1,21713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,743$99.2K0.02%013F-HRTimeline
IMG Wealth Management, Inc.4,491$94K0.07%+1,01613F-HRTimeline
Cape Investment Advisory, Inc.4,400$92K0.03%+92013F-HRTimeline
Independence Bank of Kentucky3,825$80K0.01%new13F-HRTimeline
Ironwood Wealth Management, LLC.3,811$79.7K0.03%+2,77413F-HRTimeline
Blue Trust, Inc.3,695$77.3K<0.01%+7113F-HRTimeline
WealthShield Partners, LLC3,491$73K0.01%-5913F-HRTimeline
WPG Advisers, LLC3,484$72.9K0.06%-83013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,442$72K<0.01%+6613F-HRTimeline
MeadowBrook Investment Advisors LLC3,424$71.6K0.06%013F-HRTimeline
MGB Wealth Management, LLC3,200$66.9K0.02%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC3,184$66.6K0.04%+313F-HRTimeline
Golden State Wealth Management, LLC3,153$66K0.01%+66913F-HRTimeline
Capital Investment Advisory Services, L…3,111$65.1K0.01%-2113F-HRTimeline
China Universal Asset Management Co., L…2,972$62.2K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2,934$61.4K<0.01%-3,13613F-HRTimeline
Federation des caisses Desjardins du Qu…2,590$54.2K<0.01%+5013F-HRTimeline
Olistico Wealth, LLC2,486$52K0.03%+39713F-HRTimeline
Park Square Financial Group, LLC2,313$48.4K0.04%+1313F-HRTimeline
Front Row Advisors LLC2,071$43.3K0.02%-32013F-HRTimeline
McIlrath & Eck, LLC2,063$43.2K<0.01%013F-HRTimeline
AlphaCore Capital LLC1,777$37.2K<0.01%-168,17613F-HRTimeline
AMERIFLEX GROUP, INC.1,712$35.7K0.02%+1,16613F-HRTimeline
Glen Eagle Advisors, LLC1,703$35.6K0.01%+213F-HRTimeline
NFSG Corp1,660$34.7K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,658$34.7K0.01%+1,19613F-HRTimeline
Bogart Wealth, LLC1,601$33.5K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,357$28.4K0.01%+2613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,314$27.5K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC1,230$25.7K0.02%013F-HRTimeline
Larson Financial Group LLC1,121$23.4K<0.01%+12113F-HRTimeline
Caldwell Trust Co1,055$22.1K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC1,002$21K<0.01%+10013F-HRTimeline
Archer Investment Corp1,000$20.9K<0.01%013F-HRTimeline
Traub Capital Management LLC960$20.1K0.02%13F-HRTimeline
Strategic Wealth Partners, Ltd.949$19.9K<0.01%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED886$18.5K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC800$16.7K0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC750$15.7K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC740$15.5K<0.01%013F-HRTimeline
Brooklyn Investment Group720$15.1K<0.01%+71913F-HR/ATimeline
Topsail Wealth Management, LLC660$13.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC652$13.6K<0.01%013F-HRTimeline
EASTERN BANK650$13.6K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…585$12.2K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.584$12.2K<0.01%+2913F-HRTimeline
Arax Advisory Partners522$10.9K<0.01%-15413F-HRTimeline
IFP Advisors, Inc514$10.8K<0.01%-2,82613F-HRTimeline
Westside Investment Management, Inc.461$9.64K<0.01%013F-HRTimeline
10Elms LLP455$9.52K0.01%013F-HRTimeline
Promus Capital, LLC428$8.95K0.01%013F-HR/ATimeline
Key Financial Inc334$6.99K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC258$5.39K<0.01%+513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC245$5.12K<0.01%013F-HRTimeline
Mechanics Financial Corp240$5.02K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.233$4.87K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.219$4.61K<0.01%+14213F-HRTimeline
Beacon Capital Management, LLC219$4.58K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC216$4.52K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC183$3.83K<0.01%new13F-HRTimeline
2UniFi Bank179$3.75K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.175$3.66K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC170$3.56K<0.01%-66113F-HRTimeline
Physician Wealth Advisors, Inc.160$3.35K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc150$3.14K<0.01%-1,53313F-HRTimeline
LGT Financial Advisors LLC133$2.78K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV122$2.55K<0.01%013F-HRTimeline
Creekmur Asset Management LLC104$2.18K<0.01%+113F-HRTimeline
Parkside Financial Bank & Trust98$2.05K<0.01%-4,66813F-HRTimeline
Pillar Financial Advisors, LLC81$1.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…71$1.49K<0.01%+213F-HRTimeline
Paladin Advisory Group, LLC50$1.05K<0.01%-7,31513F-HRTimeline
Decker Retirement Planning Inc.39$816<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC29$609<0.01%-9013F-HRTimeline
Costello Asset Management, INC25$521<0.01%+113F-HRTimeline
Fortitude Family Office, LLC24$502<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.22$455<0.01%013F-HRTimeline
Transce3nd, LLC21$439<0.01%-9013F-HRTimeline
MJT & Associates Financial Advisory Gro…13$280<0.01%-113F-HR/ATimeline
Quest 10 Wealth Builders, Inc.4$84<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$21<0.01%new13F-HRTimeline
NewSquare Capital LLC0$5<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.