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Disclosery

BSCR INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

346 managers (349 13F filers) reported a position in BSCR shares at 2025-03-31, 132,228,075 shares in all. 35 filers opened a position and 16 filers sold out during the quarter.

Managers
346
13F filers
349
New
35
Added
198
Reduced
67
Sold out
16
Shares held by filers
132,228,075

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
First Fiduciary Investment Counsel, Inc.39,217$768K0.16%+7,03013F-HRTimeline
Strid Group, LLC38,842$761K0.12%+39813F-HRTimeline
Oregon Pacific Wealth Management, LLC38,425$753K0.75%+2,46513F-HRTimeline
American Institute for Advanced Investm…36,426$714K0.54%+6,61013F-HRTimeline
Mariner, LLCin group Mariner, LLC35,852$702K<0.01%+5,15613F-HRTimelineGroup
Ballew Advisors, Inc35,947$701K0.47%+19,15713F-HRTimeline
ORG Partners LLC34,869$683K0.17%+9,14413F-HRTimeline
Arkadios Wealth Advisors34,732$680K0.03%+11,69013F-HRTimeline
True Vision MN LLC34,559$677K0.41%-1,30813F-HRTimeline
Keel Point, LLC33,597$658K0.05%+5,17713F-HRTimeline
Certified Advisory Corp33,532$657K0.07%+12,84913F-HRTimeline
Foundations Investment Advisors, LLC32,798$643K0.01%+55213F-HRTimeline
HB Wealth Management, LLC32,624$639K0.01%+6,85313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,447$616K<0.01%+69113F-HRTimeline
GAMMA Investing LLC30,768$603K0.05%+4,87113F-HR/ATimeline
Monterey Private Wealth, Inc.30,660$601K0.18%+30013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…30,581$599K<0.01%+8113F-HRTimelineGroup
Capital Investment Advisors, LLC30,528$598K0.01%-97913F-HRTimeline
OneDigital Investment Advisors LLC30,443$596K0.01%-4,08413F-HRTimeline
Kingsview Wealth Management, LLC30,063$589K0.01%+16613F-HRTimeline
Allen Capital Group, LLC29,140$571K0.07%+6,71813F-HRTimeline
SAX WEALTH ADVISORS, LLC28,103$551K0.04%+3,11613F-HRTimeline
Delta Financial Group, Inc.28,145$550K0.13%-42713F-HRTimeline
Unified Investment Management27,900$547K0.65%013F-HRTimeline
Whitener Capital Management, Inc.27,846$546K0.15%-1,47813F-HRTimeline
Arete Wealth Advisors, LLC27,110$531K0.04%-1,25413F-HRTimeline
BridgePort Financial Solutions, LLC26,195$513K0.23%+5913F-HRTimeline
Crews Bank & Trust26,160$512K0.09%013F-HRTimeline
Prime Capital Investment Advisors, LLC25,485$499K0.01%new13F-HRTimeline
Blossom Wealth Management24,930$488K0.98%+2,08013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,903$488K0.04%+1,26813F-HRTimeline
Tassel Capital Management, Inc.24,786$486K0.42%+2,92913F-HRTimeline
CIBC WORLD MARKET INC.24,500$480K<0.01%013F-HRTimeline
Curbstone Financial Management Corp24,280$476K0.1%new13F-HRTimeline
Onyx Bridge Wealth Group LLC24,174$474K0.07%-1,88913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,065$469K0.01%+59213F-HRTimelineGroup
Sovran Advisors, LLC23,736$465K0.06%new13F-HRTimeline
Pacific Wealth Strategies Group, Inc.22,978$450K0.33%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,951$450K<0.01%-2,36013F-HRTimelineGroup
Sensible Money, LLC22,908$449K0.19%-5413F-HRTimeline
&PARTNERS22,283$436K<0.01%+3,01013F-HRTimeline
Western Wealth Management, LLC21,625$424K0.03%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC20,993$411K0.03%+2,49513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.20,909$410K0.19%-55,81213F-HRTimeline
TWO SIGMA SECURITIES, LLC20,212$396K0.06%new13F-HRTimeline
Wealthspire Retirement, LLC20,073$393K0.03%013F-HRTimeline
MOLLER WEALTH PARTNERS20,000$392K0.1%013F-HRTimeline
IMA Advisory Services, Inc.19,969$391K0.05%-613,31313F-HRTimeline
Financial Life Planners19,471$381K0.37%+20013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,401$380K<0.01%+15,08413F-HRTimelineGroup
Nalls Sherbakoff Group, LLC19,380$380K0.31%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,176$376K0.01%+1,59813F-HRTimeline
FINANCIAL COUNSELORS INC18,950$371K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,935$371K<0.01%-5,05013F-HRTimelineGroup
Verdence Capital Advisors LLC18,832$369K0.03%+1,51613F-HRTimeline
Revolve Wealth Partners, LLC18,672$366K0.05%013F-HRTimeline
First Horizon Advisors, Inc.18,385$360K0.01%-2,87013F-HRTimeline
Ramiah Investment Group17,744$348K0.33%-5,38713F-HRTimeline
Valmark Advisers, Inc.17,464$342K0.01%+3,13613F-HRTimeline
Advisory Services Network, LLC17,183$337K0.01%+27013F-HRTimeline
DOVER ADVISORS, LLC16,909$331K0.14%013F-HRTimeline
RVW Wealth, LLC16,633$326K0.03%013F-HRTimeline
EVERPAR ADVISORS LLC16,505$323K0.17%+2,92813F-HRTimeline
Larson Financial Group LLC16,482$323K0.02%+3,20113F-HRTimeline
Legacy Wealth Management, LLC / MS16,423$322K0.11%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,368$321K0.01%+5,15013F-HRTimelineGroup
Net Worth Advisory Group16,028$314K0.1%+1,69013F-HRTimeline
WESPAC Advisors, LLC16,023$314K0.26%013F-HRTimeline
Cordatus Wealth Management LLC15,991$313K0.09%new13F-HRTimeline
Brown Financial Advisory15,372$301K0.19%new13F-HRTimeline
LongView Wealth Management15,200$298K0.09%013F-HRTimeline
FC Advisory LLC15,021$294K0.1%+1,16513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,412$282K<0.01%-5,95913F-HR/ATimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department14,320$281K0.09%new13F-HRTimelineGroup
JPL Wealth Management, LLC14,316$280K0.08%013F-HR/ATimeline
SMI Advisory Services, LLC14,296$279K0.06%+16013F-HRTimeline
HRT FINANCIAL LP14,293$279K<0.01%new13F-HRTimeline
Schwallier Wealth Management LLC14,153$277K0.2%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC13,975$274K0.09%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…13,852$271K0.09%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,292$260K<0.01%-1,13713F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC13,276$260K0.06%new13F-HRTimeline
DAVENPORT & Co LLC13,185$258K<0.01%013F-HRTimeline
Proficio Capital Partners LLC13,114$257K0.02%new13F-HRTimeline
Berkshire Money Management, Inc.13,004$255K0.03%013F-HRTimeline
Wealth Advisors of Iowa, LLC12,817$251K0.11%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,804$251K0Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,607$247K0.01%013F-HRTimelineGroup
Kaydan Wealth Management, Inc.12,488$245K0.08%+213F-HRTimeline
WCG Wealth Advisors LLC12,030$236K0.02%-90113F-HR/ATimeline
Rialto Wealth Management, LLC11,902$233K0.07%-60513F-HRTimeline
WORLD EQUITY GROUP, INC.11,303$222K0.06%-5,08113F-HRTimeline
Resonant Capital Advisors, LLC11,259$221K0.02%new13F-HRTimeline
Seek First Inc.11,179$219K0.19%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,095$217K0.01%-79013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,945$214K<0.01%013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.10,936$214K0.06%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC10,754$211K0.1%013F-HRTimeline
SigFig Wealth Management, LLC10,642$208K0.01%+18313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,373$203K<0.01%+60013F-HRTimelineGroup
OBSIDIAN CIO, LLC10,291$202K0.03%-83313F-HRTimeline
Foundry Financial Group, Inc.10,159$199K0.12%013F-HRTimeline
Leo Wealth, LLC10,142$199K0.03%-2,85413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,122$198K0.08%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC10,116$198K0.03%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,000$196K<0.01%new13F-HRTimelineGroup
Provenance Wealth Advisors, LLC9,777$192K0.03%-27,50313F-HRTimeline
PRIVATE TRUST CO NA7,635$150K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,418$145K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.6,933$136K0.04%013F-HRTimeline
IFP Advisors, Inc6,736$132K<0.01%+1813F-HRTimeline
United Community Bankin group United Community Bank5,500$108K0.04%013F-HRTimelineGroup
Capital Investment Advisory Services, L…5,275$103K0.01%+3,00013F-HRTimeline
SJS Investment Consulting Inc.4,846$94.9K0.02%013F-HRTimeline
GS Investments, Inc.4,375$85.7K0.04%013F-HRTimeline
CBIZ Investment Advisory Services, LLC4,090$80.1K<0.01%+4213F-HR/ATimeline
AdvisorNet Financial, Inc4,061$79.6K0.01%013F-HRTimeline
Marquette Asset Management, LLC3,960$77.6K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors3,212$62.9K0.04%13F-HRTimeline
Wayfinding Financial, LLC3,064$60K0.03%new13F-HRTimeline
Topsail Wealth Management, LLC3,035$59.5K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,000$58.8K0.03%+2,00013F-HRTimeline
Caldwell Trust Co2,245$44K<0.01%013F-HRTimeline
West Branch Capital LLC2,001$39.2K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,615$31.6K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,534$30.1K<0.01%-1,16413F-HRTimelineGroup
GHP Investment Advisors, Inc.1,525$29.9K<0.01%new13F-HRTimeline
Davis Capital Management1,493$29.2K0.02%-13513F-HRTimeline
HM PAYSON & CO1,411$27.6K<0.01%+1,28513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,357$26.6K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,350$26.4K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,195$23.4K<0.01%-1,63413F-HRTimelineGroup
Smithfield Trust Co1,093$21K<0.01%-6213F-HRTimeline
Aspect Partners, LLC1,028$20.1K0.01%013F-HRTimeline
Parallel Advisors, LLC997$19.5K<0.01%013F-HRTimeline
Westside Investment Management, Inc.787$15.4K<0.01%-5,11613F-HRTimeline
Sound Income Strategies, LLC624$12.2K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.555$10.9K<0.01%013F-HRTimeline
Redwood Park Advisors LLC523$10.2K0.01%013F-HRTimeline
Farther Finance Advisors, LLC500$9.79K<0.01%new13F-HRTimeline
Noble Wealth Management PBC500$9.79K0.01%013F-HRTimeline
Transce3nd, LLC442$8.66K<0.01%013F-HRTimeline
AE Wealth Management LLC313$6.13K<0.01%-1,06713F-HRTimeline
First PREMIER Bank205$4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC97$1.91K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.