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Disclosery

BKLN INVESCO EXCH TRADED FD TR II

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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
1620 INVESTMENT ADVISORS, INC.10,357$217K0.14%-1,23513F-HRTimeline
PRIVATE TRUST CO NA10,345$217K0.02%+59113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC10,290$216K0.01%new13F-HRTimeline
Cordatus Wealth Management LLC10,203$214K0.05%013F-HRTimeline
Wilmington Savings Fund Society, FSB10,000$210K<0.01%013F-HRTimeline
First Interstate Bank9,908$208K0.01%new13F-HRTimeline
DMC Group, LLC9,664$203K0.14%-8,04813F-HRTimeline
SMITH, MOORE & CO.9,645$203K0.02%-21013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,533$200K0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.9,449$198K<0.01%+19713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…8,143$171K0.05%+2,32713F-HRTimelineGroup
Friedenthal Financial7,668$161K0.08%-2,40713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,877$144K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6,395$134K<0.01%-7,52813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP6,250$131K<0.01%+813F-HRTimeline
Cliffwater LLC5,902$124K0.03%013F-HRTimeline
EASTERN BANK5,768$121K<0.01%+5,11813F-HRTimeline
Creative Capital Management Investments…5,583$117K0.04%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,081$107K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC5,068$106K<0.01%+4,41613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,743$99.6K0.02%013F-HRTimeline
IMG Wealth Management, Inc.4,708$98.9K0.06%+21713F-HRTimeline
Strive Financial Group ,LLC4,254$89.3K0.05%13F-HR/ATimeline
Global Wealth Strategies & Associates4,125$86.6K0.02%-25013F-HRTimeline
SBI Securities Co., Ltd.4,083$85.7K<0.01%+30313F-HRTimeline
LGT Financial Advisors LLC4,059$85.2K0.52%013F-HRTimeline
Ironwood Wealth Management, LLC.3,859$81K0.02%013F-HRTimeline
WPG Advisers, LLC3,613$75.9K0.06%+9913F-HRTimeline
LFA - Lugano Financial Advisors SA3,570$74.6K0.04%new13F-HRTimeline
Cape Investment Advisory, Inc.3,536$74.3K0.02%+88913F-HRTimeline
MeadowBrook Investment Advisors LLC3,424$71.9K0.06%013F-HRTimeline
WealthShield Partners, LLC3,297$69.2K0.01%-19513F-HRTimeline
MGB Wealth Management, LLC3,200$67.2K0.02%013F-HRTimeline
Golden State Wealth Management, LLC3,153$66.2K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.3,000$63K0.02%new13F-HRTimeline
Piscataqua Savings Bank2,945$61.8K0.04%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,834$59.5K0.02%new13F-HRTimeline
FSA Advisors, Inc.46,703$57.6K0.04%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,540$53.3K<0.01%-5013F-HRTimeline
Olistico Wealth, LLC2,410$50.6K0.02%new13F-HRTimeline
Bogart Wealth, LLC2,373$49.8K<0.01%+16713F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.2,307$48.4K<0.01%13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,213$46.5K<0.01%-2,24513F-HRTimelineGroup
UMB Bank, n.a.2,200$46.2K<0.01%-10,34413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McIlrath & Eck, LLC2,063$43.3K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,050$43K0.01%+30013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,007$42.1K<0.01%-18,00713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,000$42K<0.01%new13F-HRTimeline
Front Row Advisors LLC1,911$40.1K0.01%013F-HRTimeline
AlphaCore Capital LLC1,801$37.8K<0.01%-85,99713F-HRTimeline
NFSG Corp1,660$34.9K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,574$33.1K0.02%-15613F-HRTimeline
IFP Advisors, Inc1,503$31.6K<0.01%+98113F-HRTimeline
Elevated Capital Advisors, LLC1,447$30.4K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,404$29.5K<0.01%+2313F-HRTimeline
AMERIFLEX GROUP, INC.1,158$24.3K0.01%-1,15813F-HRTimeline
Glen Eagle Advisors, LLC1,105$23.2K<0.01%-59913F-HRTimeline
Caldwell Trust Co1,055$22.2K<0.01%013F-HRTimeline
Larson Financial Group LLC1,001$21K<0.01%-25013F-HRTimeline
Archer Investment Corp1,000$21K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,000$21K<0.01%+30113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC800$16.8K0.01%013F-HRTimeline
Salomon & Ludwin, LLC740$15.6K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC741$15.6K0.01%13F-HRTimeline
Topsail Wealth Management, LLC560$11.8K<0.01%-10013F-HRTimeline
Sound Income Strategies, LLC535$11.3K<0.01%new13F-HRTimeline
SHP Wealth Management483$10.1K<0.01%13F-HRTimeline
IFC & Insurance Marketing, Inc.495$10K0.01%13F-HRTimeline
Westside Investment Management, Inc.461$9.68K<0.01%013F-HRTimeline
Strategic Advocates LLC412$8.65K<0.01%013F-HRTimeline
Arax Advisory Partners365$7.67K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC317$6.65K<0.01%+613F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC245$5.14K<0.01%013F-HRTimeline
Key Financial Inc245$5.14K<0.01%-8913F-HRTimeline
Mechanics Financial Corp240$5.04K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.237$4.98K<0.01%-7913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.233$4.89K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC216$4.54K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$4.2K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.175$3.67K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.160$3.36K<0.01%013F-HRTimeline
Crewe Advisors LLC152$3.19K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV122$2.56K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust116$2.44K<0.01%+1813F-HRTimeline
Solstein Capital, LLC77$1.62K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.75$1.57K<0.01%013F-HRTimeline
Signature Equity Partners, LLC71$1.5K<0.01%13F-HRTimeline
Navalign, LLC50$1.05K<0.01%new13F-HRTimeline
Blue Trust, Inc.50$1.05K<0.01%-2,39513F-HRTimeline
Smartleaf Asset Management LLC50$1.05K<0.01%+2513F-HRTimeline
Cornerstone Planning Group LLC33$686<0.01%new13F-HRTimeline
Costello Asset Management, INC26$541<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp21$441<0.01%new13F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…14$281<0.01%013F-HR/ATimeline
Park Square Financial Group, LLC13$274<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2$42<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$21<0.01%013F-HRTimeline
Wealth Watch Advisors, INC1$21<0.01%013F-HRTimeline
Kingdom Financial Group LLC.0$9<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth24$00%013F-HRTimelineValue filed as zero, left out of ratios.
FIRST CITIZENS INVESTOR SERVICES, INC.0$0-22,91413F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.