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Disclosery

BKLN INVESCO EXCH TRADED FD TR II

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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
Wilmington Savings Fund Society, FSB10,000$204K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,967$203K0.01%new13F-HRTimeline
Elm3 Financial Group, LLC9,926$203K0.17%-4,63313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,925$203K0.01%new13F-HRTimeline
Betterment LLC9,808$200K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,533$195K0.01%013F-HR/ATimelineGroup
Global Assets Advisory, LLC9,496$194K0.06%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…8,479$173K0.05%+33613F-HRTimelineGroup
Geneos Wealth Management Inc.8,452$173K<0.01%-99713F-HRTimeline
Friedenthal Financial7,670$157K0.08%+213F-HRTimeline
LFA - Lugano Financial Advisors SA7,570$154K0.08%+4,00013F-HRTimeline
Allworth Financial LP6,468$132K<0.01%+21813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,025$123K0.01%-85213F-HRTimeline
Cliffwater LLC5,902$120K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,631$115K<0.01%-76413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMG Wealth Management, Inc.5,161$105K0.07%+45313F-HRTimeline
IFG Advisory, LLC4,805$98.1K0.28%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,743$96.8K0.01%013F-HRTimeline
LGT Financial Advisors LLC4,230$86.3K0.44%+17113F-HRTimeline
Strive Financial Group ,LLC4,153$85K0.05%-10113F-HRTimeline
Global Wealth Strategies & Associates4,125$84.2K0.02%013F-HRTimeline
Fairscale Capital, LLC3,949$80.6K0.06%new13F-HRTimeline
Ironwood Wealth Management, LLC.3,859$78.8K0.02%013F-HRTimeline
SBI Securities Co., Ltd.3,843$78.4K<0.01%-24013F-HRTimeline
10Elms LLP3,700$75.5K0.05%new13F-HRTimeline
MeadowBrook Investment Advisors LLC3,424$69.9K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,392$69.2K<0.01%+1,38513F-HRTimelineGroup
WealthShield Partners, LLC3,289$67.1K0.01%-813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,269$67K<0.01%-11,75613F-HRTimelineGroup
Synergy Investment Management, LLC3,271$66.8K0.02%new13F-HRTimeline
Golden State Wealth Management, LLC3,153$64.4K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.3,000$61.2K0.02%013F-HRTimeline
Piscataqua Savings Bank2,945$60.1K0.04%013F-HRTimeline
Olistico Wealth, LLC2,849$58.1K0.03%+43913F-HRTimeline
Rossby Financial, LCC2,785$57K0.01%new13F-HRTimeline
Bogart Wealth, LLC2,662$54.3K<0.01%+28913F-HRTimeline
Federation des caisses Desjardins du Qu…2,540$51.8K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.2,307$46.7K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.2,200$44.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McIlrath & Eck, LLC2,063$42.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,050$41.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,036$41.5K<0.01%+1,03613F-HRTimeline
Front Row Advisors LLC1,911$39K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,913$38.9K<0.01%+1,86313F-HRTimeline
STANCE CAPITAL LLC1,732$35.4K0.02%new13F-HRTimeline
NFSG Corp1,686$34.4K0.01%+2613F-HRTimeline
Realta Investment Advisors1,518$31K0.01%new13F-HRTimeline
IFP Advisors, Inc1,512$30.9K<0.01%+913F-HRTimeline
SOA Wealth Advisors, LLC.1,426$29.1K0.01%+2213F-HRTimeline
AlphaCore Capital LLC1,227$25K<0.01%-57413F-HRTimeline
AMERIFLEX GROUP, INC.1,158$23.6K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,126$23K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC1,107$22.6K<0.01%+213F-HRTimeline
Caldwell Trust Co1,055$21.5K<0.01%013F-HRTimeline
Larson Financial Group LLC1,001$20.4K<0.01%013F-HRTimeline
Archer Investment Corp1,000$20.4K<0.01%013F-HRTimeline
WPG Advisers, LLC870$17.8K0.01%-2,74313F-HRTimeline
Ashton Thomas Private Wealth, LLC786$16K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC751$15.3K<0.01%-69613F-HRTimeline
Salomon & Ludwin, LLC740$15.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\706$14.4K<0.01%-28,72113F-HRTimelineGroup
EASTERN BANK650$13.3K<0.01%-5,11813F-HRTimeline
Topsail Wealth Management, LLC560$11.4K<0.01%013F-HRTimeline
SHP Wealth Management489$10K<0.01%+613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC480$9.9K0.01%new13F-HRTimeline
Westside Investment Management, Inc.461$9.41K<0.01%013F-HRTimeline
Sound Income Strategies, LLC450$9.2K<0.01%-8513F-HRTimeline
Arax Advisory Partners365$7.45K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC342$6.98K<0.01%-4,72613F-HRTimeline
Key Financial Inc245$5K<0.01%013F-HRTimeline
Mechanics Financial Corp240$4.9K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.237$4.84K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.233$4.76K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC216$4.41K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$4.08K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.175$3.57K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.160$3.27K<0.01%013F-HRTimeline
Clearstead Advisors, LLC150$3.06K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC134$2.75K<0.01%+10113F-HRTimeline
KELLEHER FINANCIAL ADVISORS126$2.63K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV122$2.49K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC117$2.39K<0.01%-1,45713F-HRTimeline
Parkside Financial Bank & Trust116$2.37K<0.01%013F-HRTimeline
Signature Equity Partners, LLC100$2.05K<0.01%+2913F-HRTimeline
Solstein Capital, LLC77$1.57K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.75$1.53K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.36$735<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.26$531<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC19$390<0.01%new13F-HRTimeline
Costello Asset Management, INC16$333<0.01%-1013F-HRTimeline
PlanVest Financial, Inc15$326<0.01%13F-HRTimeline
Park Square Financial Group, LLC14$286<0.01%+113F-HRTimeline
MJT & Associates Financial Advisory Gro…14$273<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2$41<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.0$9<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Kingdom Financial Group LLC.0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Westfuller Advisors, LLC0$4<0.01%-31713F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth24$00%013F-HRTimelineValue filed as zero, left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline