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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
UBS Group AGgroup of 2 filers holding17,370,372$355M+6,955,819Timeline
BlackRock, Inc.in group BlackRock, Inc.17,218,998$351M0.01%-795,74613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…15,771,843$322M0.06%+15,264,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,124,549$268M0.02%+780,76613F-HRTimelineGroup
Investment Management Corp of Ontario10,465,977$214M2.75%-2,598,74613F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding10,046,142$205M+444,768Timeline
Invesco Ltd.in group Invesco Ltd.8,711,010$178M0.02%-19,61913F-HRTimelineGroup
Ensign Peak Advisors, Inc8,463,930$173M0.32%+2,624,36113F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,370,401$171M0.02%+4,259,15713F-HRTimelineGroup
Ocean Park Asset Management, LLC7,573,158$155M8.93%+3,778,28113F-HR/ATimeline
LPL Financial LLC5,426,000$111M0.03%+650,34913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,383,224$110M0.07%+1,376,33613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,684,640$95.6M0.01%-4,179,13913F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD4,620,000$94.3M0.22%+1,430,00013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,376,443$89.3M0.18%+350,87813F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding4,117,328$84.7M-608,284Timeline
CIBC Asset Management Inc3,801,166$77.6M0.19%+337,86013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,744,507$76.4M0.08%new13F-HRTimelineGroup
Bain Capital Credit, LPin group Bain Capital Life Sciences In…3,658,098$74.7M24.64%-3,469,01913F-HRTimelineGroup
Symetra Investment Management Coin group Symetra Investment Management…3,597,095$73.4M6.36%+3,070,84513F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,572,924$72.9M0.03%+3,422,92413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,415,010$69.7M0.04%+3,220,19813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,206,635$65.4M0.01%-296,91213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,180,432$64.9M0.02%-318,10213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,023,068$61.7M-1,313,117Timeline
TD Asset Management Inc2,901,670$59.2M0.05%-542,35513F-HRTimeline
LORD, ABBETT & CO. LLC2,809,062$57.3M0.19%+848,11913F-HRTimeline
Hikari Tsushin, Inc.2,483,848$50.7M3.49%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,479,580$50.6M0.01%-137,16213F-HRTimelineGroup
1607 Capital Partners, LLC2,036,575$41.6M3%-868,20013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd2,000,000$40.8M1.43%new13F-HRTimelineGroup
SHENKMAN CAPITAL MANAGEMENT INC1,918,265$40.2M4.84%-971,39513F-HRTimeline
Angel Oak Capital Advisors, LLC1,926,396$39.3M43.69%new13F-HRTimeline
SUMITOMO LIFE INSURANCE CO1,873,081$38.2M0.9%-1,296,91913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,901,970$38.1M0.05%13F-HRTimelineGroup
Aristotle Pacific Capital, LLCin group ARISTOTLE INVESTMENT SERVICES…1,804,072$36.8M29.93%-1,258,00013F-HRTimelineGroup
CNO Financial Group, Inc.in group CNO Financial Group, Inc.1,743,750$35.6M20.4%-143,00013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC1,736,450$35.4M0.21%-678,80513F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC1,672,637$34.1M0.13%-574,71413F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,586,632$32.4M0.04%-341,93913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,528,050$31.2M0.06%-1,124,08913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,496,791$30.4M<0.01%+1,414,82513F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,428,598$29.2M0.04%+170,81913F-HRTimelineGroup
State of Tennessee, Department of Treas…1,325,602$27.1M0.09%new13F-HRTimeline
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…1,225,000$25M2%new13F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO1,200,000$24.5M0.28%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,190,008$24.3M0.04%+37313F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.1,170,929$24.1M10.79%+5,87613F-HRTimeline
Strategic Investment Advisors / MI1,171,384$23.9M1.65%+213,16713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,135,339$23.2M0.01%+109,40013F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,114,085$22.7M0.19%+55,92613F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,060,845$21.7M0.04%-225,00013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC928,060$18.9M0.01%-2,424,26513F-HRTimelineGroup
Catalyst Capital Advisors LLC901,688$18.4M0.34%013F-HRTimeline
Trajan Wealth LLC879,723$18M0.73%+41,09113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC860,190$17.6M1.43%+50,08113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC844,108$17.2M0.14%-79,09613F-HRTimelineGroup
Cresset Asset Management, LLC840,909$17.2M0.07%+54,79713F-HRTimeline
Koss-Olinger Consulting, LLC817,772$16.7M1.4%new13F-HRTimeline
Wellington Grp LLC816,513$16.7M5.13%-49,95413F-HRTimeline
RFG Holdings, Inc.763,745$15.6M3.93%-1,126,66113F-HRTimeline
Endurance Services Ltd743,494$15.2M2.56%new13F-HRTimeline
One William Street Capital Management, …725,000$14.8M28.44%new13F-HRTimeline
D.A. DAVIDSON & CO.674,820$13.8M0.08%+18,72213F-HRTimeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD674,157$13.8M0.02%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/678,373$13.8M0.01%+29,33513F-HRTimelineGroup
COURAGE CAPITAL MANAGEMENT LLC648,000$13.2M18.73%013F-HRTimeline
HRT FINANCIAL LP646,215$13.2M0.03%-407,71813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding639,735$13.1M-431,399Timeline
Amundiin group Amundi639,686$13.1M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA637,489$13M<0.01%-10,58713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC629,132$12.8M0.04%-506,85213F-HRTimeline
Mechanics Bank Trust Department612,847$12.5M1.73%-95,11113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC612,336$12.5M<0.01%-7,97013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/600,983$12.3M0.01%-43,99913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC588,172$12M0.09%-66,91213F-HRTimelineGroup
Cetera Investment Advisers579,089$11.8M0.01%-125,89513F-HRTimeline
CIM, LLC552,752$11.3M1.63%+13,57613F-HRTimeline
NYL Investors LLC524,558$10.7M4.05%-170,99813F-HRTimeline
Man Group plcin group Man Group plc523,173$10.7M0.02%-1,458,81013F-HRTimelineGroup
Wealthspire Retirement, LLC508,070$10.4M0.62%+51,89413F-HRTimeline
Foundations Investment Advisors, LLC504,222$10.3M0.13%-26,81513F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…493,800$10.1M0.35%new13F-HRTimeline
CIBC WORLD MARKET INC.489,920$10M0.02%new13F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …485,000$9.9M0.06%new13F-HRTimeline
APG Asset Management US Inc.in group APG Asset Management N.V.480,000$9.82M0.08%013F-HRTimelineGroup
Horizon Wealth Management, LLC457,808$9.34M1.37%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC445,052$9.08M0.49%+35,07213F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC430,169$8.78M1.48%+296,04013F-HRTimeline
Coral Wealth Management, LLC428,815$8.75M9.79%13F-HRTimeline
Fortitude Family Office, LLC421,787$8.61M1.93%+30,75013F-HRTimeline
Matthew Goff Investment Advisor, LLC416,009$8.49M1.42%-4,68313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP391,819$7.96M0.01%-381,68213F-HRTimeline
Permanens Capital L.P.383,369$7.82M1.01%new13F-HRTimeline
Janney Montgomery Scott LLC378,103$7.72M0.02%-10,22613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC351,858$7.18M0.06%+195,98113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP316,145$6.45M0.01%-114,28513F-HRTimelineGroup
SAM Advisors, LLC316,032$6.45M2.02%+7,29013F-HRTimeline
TigerOak Management, L.L.C.315,410$6.44M2.03%+44,26313F-HRTimeline
FORM Wealth Advisors, LLC313,227$6.39M0.75%-153,70113F-HRTimeline
AdvisorNet Financial, Inc307,736$6.28M0.33%+8,78113F-HRTimeline
Simplicity Wealth,LLC303,398$6.19M0.35%+4,24313F-HRTimeline
Cordoba Advisory Partners LLC300,174$6.13M1.69%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…300,000$6.12M0.01%+250,00013F-HRTimelineGroup
CENTRAL TRUST Co298,787$6.1M0.12%+14,37513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…295,707$6.04M0.08%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC295,406$6.03M0.01%+65,25513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…291,910$5.96M0.07%+101,22613F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…273,428$5.58M0.68%+2,87613F-HRTimeline
Nuveen, LLCin group TIAA258,500$5.28M<0.01%-2,741,47413F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT250,840$5.12M0.33%-249,41813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…250,322$5.11M<0.01%+3,76213F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD250,000$5.1M0.03%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.246,519$5.03M0.01%+47,48313F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT244,522$4.99M0.09%+54,32013F-HRTimeline
WEDBUSH SECURITIES INC233,355$4.76M0.14%-25,35513F-HRTimeline
Piedmont Capital Management, LLC232,234$4.76M2.42%+7,72613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO225,475$4.6M0.1%+1,27213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…225,142$4.6M0.01%+222,92913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding224,520$4.58M+16,435Timeline
GROUP ONE TRADING LLC223,912$4.57M0.15%new13F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC221,119$4.51M1.28%+1,07413F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC218,107$4.45M0.09%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.211,608$4.32M0.19%+10,70413F-HRTimeline
Merit Financial Group, LLC206,375$4.21M0.03%-31,60813F-HRTimeline
OAKTREE CAPITAL MANAGEMENT LPin group Oaktree Capital Holdings, LLC200,020$4.08M0.07%new13F-HR/ATimelineGroup
J.Safra Asset Management Corp190,850$3.9M0.21%+13,14813F-HRTimeline
AE Wealth Management LLC183,794$3.75M0.02%+46,49413F-HRTimeline
Transcendent Capital Group LLC180,941$3.69M1.68%new13F-HRTimeline
Asset Allocation Strategies LLC177,183$3.62M0.64%-21,34313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO174,530$3.56M<0.01%-3,503,72013F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC174,085$3.55M0.1%-5,84113F-HRTimeline
Oasis Advisors, LLC2,709,317$3.55M0.7%+2,615,91413F-HRTimeline
Blue Fin Capital, Inc.173,088$3.53M0.58%+7,69613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC168,976$3.45M1.66%-14,80513F-HRTimeline
Guardian Asset Advisors, LLC166,701$3.4M1.99%-43,70913F-HRTimeline
REGATTA CAPITAL GROUP, LLC164,845$3.36M0.51%+26,90113F-HRTimeline
Mount Lucas Management LP162,896$3.32M1.23%+20,52613F-HRTimeline
McAdam, LLC162,476$3.32M0.15%-2,76213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP161,659$3.3M<0.01%+35,97813F-HRTimelineGroup
APPLETON PARTNERS INC/MA161,495$3.3M0.23%+5,29013F-HRTimeline
Kingsview Wealth Management, LLC161,344$3.29M0.04%-133,09113F-HRTimeline
TI-TRUST, INC156,536$3.19M1.9%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV156,423$3.19M<0.01%-95,54613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management153,694$3.14M0.11%+41013F-HRTimelineGroup
Mittelman Wealth Management153,160$3.13M1.95%+19,93613F-HRTimeline
Winthrop Partners - WNY, LLC152,544$3.11M1.66%-4,06213F-HRTimeline
ADELL HARRIMAN & CARPENTER INC152,183$3.11M0.19%-1,66513F-HRTimeline
Bay Capital Advisors, LLC151,685$3.1M1.91%-18,79413F-HRTimeline
Old Port Advisors148,847$3.04M0.7%+5,90213F-HRTimeline
Auour Investments LLC144,519$2.95M0.93%new13F-HRTimeline
Integrated Wealth Concepts LLC143,198$2.92M0.02%+28,50113F-HRTimeline
National Philanthropic Trust143,061$2.92M0.03%013F-HRTimeline
HighTower Advisors, LLC142,482$2.91M<0.01%+1,13613F-HRTimeline
Cambridge Investment Research Advisors,…142,390$2.91M0.01%-50,06913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC141,620$2.89M0.38%+14,48013F-HRTimeline
WT Wealth Management137,770$2.81M0.84%+18,75113F-HRTimeline
Fiduciary Alliance LLC131,733$2.71M0.16%+2,38313F-HRTimeline
SIMPLEX TRADING, LLC132,284$2.7M0.08%new13F-HRTimeline
Clark Capital Management Group, Inc.130,133$2.66M0.02%+11,84913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…129,821$2.65M0.2%+77,55913F-HRTimelineGroup
Perennial Advisors, LLC127,257$2.6M0.44%-5213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…126,615$2.58M0.05%+24,17513F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp125,000$2.55M0.01%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC122,700$2.5M0.29%-73,87413F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC122,638$2.5M0.55%+4,68213F-HRTimeline
Valpey Financial Services, LLC121,542$2.48M1.61%+3,61613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\119,582$2.44M<0.01%+12,08913F-HRTimelineGroup
Destination Wealth Management117,498$2.4M0.06%-3,98513F-HRTimeline
IFG Advisors, LLC117,472$2.4M0.39%+12,99913F-HRTimeline
Tradewinds Capital Management, LLC116,630$2.38M0.47%-3,13913F-HRTimeline
Mariner, LLCin group Mariner, LLC114,826$2.34M<0.01%-11,05713F-HRTimelineGroup
TT Capital Management LLC114,780$2.34M1.93%-5,39313F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC114,383$2.33M1.27%-16,37413F-HRTimeline
Orion Porfolio Solutions, LLC113,152$2.31M0.02%-69,95813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…112,030$2.29M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP111,247$2.26M<0.01%+22,11413F-HRTimelineGroup
Tempo Wealth, LLC109,554$2.24M0.39%-83513F-HRTimeline
Impact Partnership Wealth, LLC108,103$2.21M0.27%+23,88613F-HRTimeline
Wealthfront Advisers LLC105,544$2.15M<0.01%-14,46213F-HRTimeline
Garner Asset Management Corp101,328$2.07M0.81%-3,31413F-HRTimeline
Nikulski Financial, Inc.92,956$1.9M0.47%+6,23213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,463$1.87M<0.01%-44,97813F-HRTimeline
Arkadios Wealth Advisors90,771$1.85M0.03%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …86,386$1.76M0.01%+3,88113F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…85,800$1.75M<0.01%new13F-HRTimelineGroup
Aletheian Wealth Advisors LLC84,709$1.73M0.84%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC83,962$1.71M0.04%-20,40713F-HR/ATimeline
Private Advisor Group, LLC83,479$1.7M0.01%-7,71413F-HRTimeline
1832 Asset Management L.P.83,095$1.7M<0.01%new13F-HRTimeline
Centiva Capital, LP83,025$1.69M0.08%-418,62013F-HRTimeline
HCR Wealth Advisors81,007$1.65M0.17%-74,67013F-HRTimeline
Strategic Financial Partners, Ltd.79,751$1.63M0.7%+53,47113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC75,041$1.54M0.09%-87,17013F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC74,985$1.54M0.03%013F-HRTimeline
Left Brain Wealth Management, LLC74,214$1.51M0.59%+8,20813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC73,966$1.51M0.03%-76913F-HRTimeline
Waverly Advisors, LLC73,953$1.51M0.01%-1,18113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV72,046$1.47M0.02%new13F-HR/ATimeline
Apella Capital, LLC70,664$1.46M0.02%new13F-HRTimeline