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Disclosery

BSCR INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

398 managers (403 13F filers) reported a position in BSCR shares at 2026-06-30, 185,035,839 shares in all. 31 filers opened a position and 24 filers sold out during the quarter.

Managers
398
13F filers
403
New
31
Added
185
Reduced
125
Sold out
24
Shares held by filers
185,035,839

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Lido Advisors, LLCin group Lido Advisors, LLC54,893,698$1.08B3.84%-15,798,22713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,263,779$201M0.01%-46,95313F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,688,698$151M0.02%-541,91113F-HRTimelineGroup
LPL Financial LLC7,504,308$147M0.03%+333,31613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,083,981$139M0.02%-200,10513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,235,176$122M0.03%+199,04213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,750,292$113M0.01%+161,79213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.4,001,961$78.5M0.01%+308,44813F-HRTimelineGroup
MAI Capital Management3,152,593$61.8M0.24%+97,03113F-HRTimeline
Bluespring Wealth Management, LLC2,704,348$53M1.02%+789,84513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,619,846$51.4M0.01%+229,50713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,188,800$42.9M0.09%+380,51113F-HRTimeline
Avior Wealth Management, LLC2,165,477$42.5M1.12%-36,88913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,858,277$36.5M0.06%+733,35013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,810,031$35.5M+916,153Timeline
DAVIS R M INC1,794,655$35.2M0.56%+68,86113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,603,181$31.5M0.04%+291,68913F-HRTimelineGroup
MONECO ADVISORS, LLC1,465,168$28.7M1.76%+94,29613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,430,128$28.1M0.28%-82,55013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,416,854$27.8M0.46%+231,35913F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,390,074$27.3M1.16%-1,259,05413F-HRTimelineGroup
TLWM1,348,131$26.4M4.3%+32,47513F-HRTimeline
Clark Asset Management, LLC1,307,608$25.6M2.01%+118,76113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,209,315$23.7M0.03%+266,68613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,181,763$23.2M0.02%+1,64113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,180,862$23.1M<0.01%+115,35813F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,171,682$23M0.05%+22,42813F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,167,849$22.9M0.01%+102,25013F-HRTimelineGroup
Cetera Investment Advisers1,093,397$21.4M0.02%+289,40813F-HRTimeline
Cornerstone Wealth Management, LLC881,984$17.3M0.74%+31,60513F-HRTimeline
Asset Dedication, LLC852,276$16.7M1.05%+10,25213F-HRTimeline
Financial Solutions Advisory Group, Inc.828,687$16.3M2.06%-16,93913F-HRTimeline
Arax Advisory Partners816,899$16M0.11%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS783,227$15.4M0.02%-216,53113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA771,905$15.1M2.85%-24,13313F-HRTimeline
KIRR MARBACH & CO LLC /IN/755,049$14.8M2.49%-17,50213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP699,006$13.7M0.01%+164,69213F-HRTimelineGroup
NewEdge Advisors, LLC689,176$13.5M0.04%-51,51013F-HRTimeline
Janney Montgomery Scott LLC688,848$13.5M0.03%+30,11813F-HRTimeline
Goepper Burkhardt LLC673,502$13.2M3.97%+32,62513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding652,541$12.8M-7,513Timeline
WLTH Capital Management, LLC652,354$12.8M8.2%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP611,334$12M0.01%+106,92813F-HRTimelineGroup
COOKSON PEIRCE & CO INC570,678$11.2M0.37%+5,77913F-HRTimeline
Legacy Financial Group LLC567,953$11.1M1.25%-358,59413F-HRTimeline
AA Financial Advisors, LLC566,702$11.1M1.34%+30,49213F-HRTimeline
Straight Path Wealth Management556,563$10.9M2.55%+14,78713F-HRTimeline
Ledgewood Wealth Advisors, LLC549,634$10.8M5.72%+2,21813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC548,206$10.8M2.76%-2,54913F-HRTimeline
KICKSTAND VENTURES, LLC.544,302$10.7M1.94%+32,23513F-HRTimeline
Legacy Private Trust Co.521,529$10.2M0.57%+46,40713F-HRTimeline
Red Spruce Capital, LLC519,461$10.2M3.55%-2,72613F-HRTimeline
Ironwood Financial, llc511,901$10.1M1.57%-4,57213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.511,915$10M1.28%-6,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC510,976$10M0.01%-31,91613F-HRTimeline
Sanctuary Advisors, LLC507,092$9.95M0.05%-84,56313F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL503,278$9.87M0.2%+3,85213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC502,646$9.86M0.76%+24,08213F-HRTimeline
HUB Investment Partners, LLC482,539$9.47M0.17%+62,52313F-HRTimeline
Integrated Wealth Concepts LLC459,399$9.01M0.04%+196,41913F-HRTimeline
Sound Stewardship, LLC445,738$8.74M3.61%+13,79913F-HRTimeline
MGO ONE SEVEN LLC425,554$8.35M0.14%+28,62713F-HRTimeline
HighTower Advisors, LLC421,872$8.28M0.01%+6,37913F-HRTimeline
Lantz Financial LLC413,793$8.12M1.49%+19,55913F-HRTimeline
BCS Wealth Management408,983$8.02M1.45%+18,16813F-HRTimeline
Marietta Wealth Management, LLC394,650$7.74M0.8%+16,04213F-HRTimeline
Matthew Goff Investment Advisor, LLC393,829$7.72M1.3%new13F-HRTimeline
Genesis Wealth Advisors, LLC392,529$7.7M4.6%+20,19113F-HRTimeline
Meriwether Wealth & Planning, LLC385,428$7.56M3.75%+4,74313F-HRTimeline
Clearstead Advisors, LLC374,352$7.34M0.07%-82,68113F-HRTimeline
ProVise Management Group, LLC373,259$7.32M0.49%+30,20513F-HRTimeline
Private Advisor Group, LLC361,348$7.09M0.03%+21,36313F-HRTimeline
FCA CORP /TX354,985$6.96M1.72%+5,94813F-HRTimeline
Cornerstone Planning, LLC352,681$6.92M1.6%+9,11813F-HRTimeline
River Street Advisors LLC342,564$6.72M1.98%+26,47813F-HRTimeline
Carroll Advisory Group, LLC338,675$6.64M2.18%+57,47013F-HRTimeline
SFE Investment Counsel337,330$6.62M0.91%+26,09013F-HRTimeline
Carnegie Investment Counsel333,096$6.53M0.13%-10,39313F-HRTimeline
CVFG LLC324,030$6.36M0.67%+27,71413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …317,124$6.22M0.74%+18,07113F-HRTimeline
Beacon Pointe Advisors, LLC315,330$6.19M0.03%+47,58313F-HRTimeline
Laurel Wealth Advisors LLC312,670$6.13M0.59%+1,64613F-HRTimeline
KINTRA WEALTH, LLC311,668$6.12M0.32%+36,54613F-HRTimeline
Farnam Financial LLC310,140$6.08M4.44%+23,97513F-HRTimeline
Odyssey Group, LLC304,556$5.97M1.62%13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC302,354$5.93M2.19%+14,25813F-HRTimeline
MORTON COMMUNITY BANK301,089$5.91M1.2%+5,08913F-HRTimeline
Gryphon Financial Partners LLC293,633$5.76M0.51%-37,66213F-HRTimeline
Paradiem, LLC287,063$5.63M1.21%+3,28613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.273,413$5.36M0.03%+18,29613F-HRTimelineGroup
NorthAvenue LLC263,095$5.16M3.7%+10,00113F-HRTimeline
&PARTNERS255,014$5M0.02%+15,87813F-HRTimeline
WEBSTER BANK, N. A.252,337$4.95M0.43%+13,24013F-HRTimeline
Trilogy Capital Inc.246,626$4.84M0.19%+10,33613F-HRTimeline
EP Wealth Advisors, LLC238,572$4.68M0.02%+10,35713F-HRTimeline
Geneos Wealth Management Inc.230,969$4.53M0.09%+2,56413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…229,738$4.51M<0.01%+23,93913F-HRTimelineGroup
Summit Financial, LLC228,533$4.48M0.05%+4,15713F-HRTimeline
Pinnacle Financial Group, LLC / IL224,776$4.41M1.08%+36,89713F-HRTimeline
Ellevest, Inc.223,740$4.39M0.52%-8,80113F-HRTimeline
CRA Financial Services, LLC219,463$4.3M0.5%-4,55113F-HRTimeline
S.E.E.D. Planning Group LLC216,750$4.25M1.12%+35,85613F-HRTimeline
Coastal Bridge Advisors, LLC213,101$4.18M0.26%+46913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC202,489$3.97M0.22%+143,33113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding201,046$3.94M+116,055Timeline
EVEXIA WEALTH LLC195,585$3.84M1.04%-42,15713F-HRTimeline
Savvy Advisors, Inc.194,334$3.81M0.08%+129,47813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC194,238$3.81M0.27%+8,10613F-HRTimeline
Old Port Advisors193,951$3.8M0.75%-8,04413F-HRTimeline
Berger Financial Group, Inc192,644$3.78M0.19%-5,98513F-HRTimeline
Prospera Financial Services Inc192,195$3.77M0.05%+7,39113F-HRTimeline
Aspen Investment Management Inc191,659$3.76M1.01%+1,01613F-HRTimeline
Infinity Wealth Counsel, LLC188,238$3.69M2.98%+4,79513F-HRTimeline
Pacific Wealth Strategies Group, Inc.186,786$3.66M2.11%+28,85013F-HRTimeline
Livet Wealth, LLC185,622$3.64M2.1%+18,04413F-HRTimeline
Waverly Advisors, LLC183,336$3.6M0.02%+4,24913F-HRTimeline
Tenon Financial LLC181,415$3.56M1.14%+2,54013F-HRTimeline
Empirical Financial Services, LLC d.b.a…175,380$3.44M0.05%-43313F-HRTimeline
AlphaStar Capital Management, LLC167,640$3.29M0.21%+3,01713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC167,499$3.29M0.63%+12,62113F-HRTimeline
Allworth Financial LP166,066$3.26M0.01%-5,44513F-HRTimeline
Atria Investments, Inc153,494$3.01M0.03%-44,82713F-HRTimeline
Rothschild Wealth LLC152,081$2.98M0.24%-5,21313F-HRTimeline
Gladstone Institutional Advisory LLC149,681$2.94M0.09%+3,43113F-HRTimeline
TFR Capital, LLC.149,413$2.93M0.82%-2,69713F-HRTimeline
J.W. COLE ADVISORS, INC.148,301$2.91M0.05%new13F-HRTimeline
VestGen Advisors, LLC146,011$2.86M0.08%-32213F-HRTimeline
Ark Wealth Advisors LLC144,351$2.83M2.51%-16,46413F-HRTimeline
Milestones Private Investment Advisors …129,693$2.54M2.03%-1,30713F-HRTimeline
Opulen Financial Group LLC126,283$2.48M1.56%+2,95513F-HRTimeline
Wagner Wealth Management, Corp114,943$2.25M1.82%+9,58313F-HRTimeline
Key Financial Inc114,395$2.24M0.37%-22,14613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…113,948$2.24M0.03%-2,02113F-HRTimelineGroup
Steward Partners Investment Advisory, L…112,858$2.21M0.01%-22,41813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…109,938$2.16M<0.01%-4,11513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP108,360$2.13M0.03%+2,03013F-HRTimeline
Tempo Wealth, LLC103,508$2.03M0.3%-5,12013F-HRTimeline
Oder Investment Management, LLC102,356$2.01M1.35%-4,51913F-HRTimeline
SEMITAM BONAM LLC100,285$1.97M1.44%+3,37613F-HRTimeline
Roundview Capital LLC97,750$1.92M0.1%013F-HRTimeline
Redmond Asset Management, LLC93,516$1.83M0.46%+4,60013F-HRTimeline
OneDigital Investment Advisors LLC92,055$1.81M0.02%+29,31513F-HRTimeline
Accurate Wealth Management, LLC88,466$1.74M0.17%+1,56713F-HRTimeline
Wilkins Miller Wealth Management, LLC86,537$1.7M0.93%-4,71613F-HRTimeline
HARBOUR INVESTMENTS, INC.86,535$1.7M0.02%+5,04513F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH86,519$1.7M0.37%+90813F-HRTimeline
Creative Planningin group Creative Planning85,993$1.69M<0.01%-20,67713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…85,838$1.68M<0.01%+1,85513F-HRTimelineGroup
Redwood Financial Network Corp85,807$1.68M0.93%+73813F-HRTimeline
HANOVER ADVISORS INC84,509$1.66M0.6%+9213F-HRTimeline
Strategic Family Wealth Counselors, L.L…82,648$1.62M0.38%+2,76913F-HRTimeline
Newport Capital Group, LLC82,409$1.62M0.91%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC81,398$1.6M0.54%+5,00013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC80,861$1.59M0.39%+4,76013F-HRTimeline
Addison Advisors LLC80,576$1.58M0.75%-72,18213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.80,109$1.57M0.06%-2,28013F-HRTimeline
Gambit Capital Management, LLC80,074$1.57M0.92%-4,56913F-HRTimeline
Aptus Capital Advisors, LLC77,939$1.53M0.01%-4,57613F-HRTimeline
IHT Wealth Management, LLC77,785$1.53M0.03%-32,40513F-HRTimeline
EVERPAR ADVISORS LLC76,599$1.5M0.43%+8,00113F-HRTimeline
Opus Financial Solutions LLC73,799$1.45M1.17%+17,04713F-HRTimeline
Heritage Trust Co73,339$1.44M0.12%+4,50913F-HRTimeline
Wingate Wealth Advisors, Inc.73,074$1.43M0.63%+45213F-HRTimeline
ArborFi Advisors, LLC72,314$1.42M1.03%+2,62813F-HRTimeline
Richmond Investment Services, LLC71,745$1.41M0.45%-66,63313F-HRTimeline
Oliver Luxxe Assets LLC71,255$1.4M0.21%-12,66113F-HRTimeline
Hennion & Walsh Asset Management, Inc.71,051$1.39M0.04%-7,09913F-HRTimeline
Farther Finance Advisors, LLC69,094$1.36M0.01%-21,09513F-HRTimeline
Towne Trust Company, N.A68,458$1.34M0.41%+2,90613F-HRTimeline
River Wealth Advisors LLC66,365$1.3M0.14%-1,58513F-HR/ATimeline
Decker Wealth Management LLC65,299$1.28M0.27%-2,46913F-HRTimeline
Keel Point, LLC63,710$1.25M0.07%-1,92313F-HRTimeline
Sigma Planning Corp63,065$1.24M0.03%-4,08213F-HRTimeline
BEACON FINANCIAL GROUP62,256$1.22M0.11%-16,69713F-HRTimeline
RPg Family Wealth Advisory, LLC61,668$1.21M0.2%013F-HR/ATimeline
Segment Wealth Management, LLC60,297$1.18M0.06%+31013F-HRTimeline
Kessler Investment Group, LLC59,876$1.17M0.5%+5213F-HRTimeline
Independence Bank of Kentucky59,723$1.17M0.13%+3,01113F-HRTimeline
Astoria Portfolio Advisors LLC.58,787$1.15M0.19%-47413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC58,438$1.15M0.15%-4,30013F-HRTimeline
VISTA INVESTMENT MANAGEMENT57,840$1.13M0.34%-54,71513F-HRTimeline
Mariner, LLCin group Mariner, LLC56,733$1.11M<0.01%-12,87513F-HRTimelineGroup
Sidoxia Capital Management, LLC56,648$1.11M0.81%+1,62813F-HRTimeline
MONTAG A & ASSOCIATES INC56,258$1.1M0.05%-8,00113F-HRTimeline
Modern Wealth Management, LLC55,969$1.1M0.01%new13F-HRTimeline
Kathmere Capital Management, LLC55,335$1.09M0.06%+30,58313F-HRTimeline
Whitener Capital Management, Inc.55,276$1.08M0.23%+4,66213F-HRTimeline
Kohmann Bosshard Financial Services, LLC55,169$1.08M0.09%013F-HRTimeline
IMA Advisory Services, Inc.54,945$1.08M0.07%+44,46913F-HRTimeline
Belpointe Asset Management LLC54,591$1.07M0.03%-1,37513F-HRTimeline
American Institute for Advanced Investm…54,538$1.07M0.62%+4,04513F-HRTimeline
Apella Capital, LLC53,419$1.05M0.01%+77113F-HRTimeline
Strid Group, LLC53,157$1.04M0.12%+42213F-HRTimeline
SHUFRO ROSE & CO LLC52,737$1.03M0.06%-17,95113F-HRTimeline
XY Planning Network, Inc.52,719$1.03M0.13%+1,95313F-HRTimeline
Kovack Advisors, Inc.51,454$1.01M0.05%+29913F-HRTimeline
Ruggiero Investments, Inc.51,364$1.01M0.86%013F-HRTimeline
Parallel Advisors, LLC50,734$995K0.02%+49,73713F-HRTimeline
Advisory Services Network, LLC49,846$978K0.01%+1,85913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC49,776$976K0.02%-77913F-HRTimelineGroup