Skip to content

BSCR INVESCO EXCH TRD SLF IDX FD

Follow

ETF (fund)

352 managers (356 13F filers) reported a position in BSCR shares at 2025-06-30, 152,893,658 shares in all. 22 filers opened a position and 16 filers sold out during the quarter.

Managers
352
13F filers
356
New
22
Added
188
Reduced
87
Sold out
16
Shares held by filers
152,893,658

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Savvy Advisors, Inc.44,181$868K0.06%new13F-HRTimeline
Western Financial Corp/CA42,859$842K0.45%+81513F-HRTimeline
Arkadios Wealth Advisors42,289$831K0.02%+7,55713F-HRTimeline
KICKSTAND VENTURES, LLC.41,522$816K0.19%+30,58613F-HRTimeline
American Institute for Advanced Investm…40,461$795K0.56%+4,03513F-HRTimeline
Comprehensive Financial Consultants Ins…40,410$794K0.26%+61513F-HRTimeline
First Fiduciary Investment Counsel, Inc.40,067$787K0.16%+85013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC39,657$779K<0.01%-40313F-HRTimelineGroup
Strid Group, LLC39,261$771K0.11%+41913F-HRTimeline
SAX WEALTH ADVISORS, LLC38,145$750K0.05%+10,04213F-HRTimeline
Proficio Capital Partners LLC37,879$744K0.05%+24,76513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …37,202$731K0.02%+26,10713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC36,297$713K<0.01%+44513F-HRTimelineGroup
Certified Advisory Corp36,181$711K0.07%+2,64913F-HRTimeline
Ballew Advisors, Inc35,947$706K0.42%013F-HRTimeline
Vermillion & White Wealth Management Gr…35,349$695K0.45%-13,37513F-HRTimeline
Koss-Olinger Consulting, LLC35,068$689K0.06%-4,79213F-HRTimeline
Net Worth Advisory Group33,799$664K0.15%+17,77113F-HRTimeline
Keel Point, LLC33,613$660K0.04%+1613F-HRTimeline
True Vision MN LLC33,142$651K0.36%-1,41713F-HRTimeline
Foundations Investment Advisors, LLC32,982$648K0.01%+18413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC32,841$645K0.2%+18,86613F-HRTimeline
Advisory Services Network, LLC32,547$638K0.01%+15,36413F-HRTimeline
Strategic Family Wealth Counselors, L.L…31,865$626K0.18%+18,01313F-HRTimeline
Allen Capital Group, LLC31,429$618K0.06%+2,28913F-HRTimeline
Legacy Wealth Management, LLC / MS30,631$602K0.18%+14,20813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…30,500$599K<0.01%-8113F-HRTimelineGroup
OneDigital Investment Advisors LLC30,443$598K0.01%013F-HRTimeline
Kingsview Wealth Management, LLC30,131$592K0.01%+6813F-HRTimeline
Whitener Capital Management, Inc.30,044$590K0.16%+2,19813F-HRTimeline
XY Planning Network, Inc.29,694$583K0.2%new13F-HRTimeline
Capital Investment Advisors, LLC29,023$570K0.01%-1,50513F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department28,179$554K0.16%+13,85913F-HRTimelineGroup
Exchange Capital Management, Inc.28,130$553K0.08%-102,04413F-HRTimeline
Unified Investment Management28,040$551K0.59%+14013F-HRTimeline
MANCHESTER FINANCIAL INC27,952$549K0.11%-2,443,44413F-HRTimeline
Crews Bank & Trust27,710$545K0.09%+1,55013F-HRTimeline
EVERPAR ADVISORS LLC27,672$544K0.25%+11,16713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,241$535K0.01%+3,17613F-HRTimelineGroup
Arete Wealth Advisors, LLC27,110$533K0.04%013F-HRTimeline
Oregon Pacific Wealth Management, LLC27,062$532K0.5%-11,36313F-HRTimeline
BridgePort Financial Solutions, LLC26,383$518K0.17%+18813F-HRTimeline
Tassel Capital Management, Inc.25,828$508K0.39%+1,04213F-HRTimeline
ORG Partners LLC25,265$497K0.11%-9,60413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,482$481K<0.01%-6,96513F-HRTimeline
Onyx Bridge Wealth Group LLC24,418$480K0.06%+24413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,373$479K0.03%-53013F-HRTimeline
Glass Jacobson Investment Advisors llc23,330$458K0.18%new13F-HRTimeline
Sensible Money, LLC22,926$450K0.17%+1813F-HRTimeline
Blossom Wealth Management22,430$441K0.78%-2,50013F-HRTimeline
EASTERN BANK22,125$435K0.01%-59,70913F-HRTimeline
Western Wealth Management, LLC21,625$425K0.03%013F-HRTimeline
Brown Financial Advisory21,549$423K0.23%+6,17713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,335$419K<0.01%+2,40013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC20,993$413K0.02%013F-HRTimeline
Financial Life Planners20,731$407K0.33%+1,26013F-HRTimeline
Verdence Capital Advisors LLC20,300$399K0.03%+1,46813F-HRTimeline
Wealthspire Retirement, LLC20,073$394K0.03%013F-HRTimeline
MOLLER WEALTH PARTNERS20,000$393K0.09%013F-HRTimeline
Cordatus Wealth Management LLC19,653$386K0.09%+3,66213F-HRTimeline
Nalls Sherbakoff Group, LLC19,445$382K0.28%+6513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,266$379K<0.01%-13513F-HRTimelineGroup
Midwest Trust Co18,950$372K0.01%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,886$371K0.01%-29013F-HRTimeline
LongView Wealth Management18,700$367K0.11%+3,50013F-HRTimeline
Revolve Wealth Partners, LLC18,672$367K0.05%013F-HRTimeline
Kathmere Capital Management, LLC18,370$361K0.03%new13F-HRTimeline
RVW Wealth, LLC17,696$348K0.03%+1,06313F-HRTimeline
First Horizon Advisors, Inc.17,535$345K0.01%-85013F-HRTimeline
Valmark Advisers, Inc.17,415$342K<0.01%-4913F-HRTimeline
Seek First Inc.17,278$340K0.28%+6,09913F-HR/ATimeline
Ramiah Investment Group16,760$329K0.35%-98413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,368$322K0.01%013F-HRTimelineGroup
FC Advisory LLC16,195$318K0.1%+1,17413F-HRTimeline
WORLD EQUITY GROUP, INC.16,125$317K0.09%+4,82213F-HRTimeline
Larson Financial Group LLC16,104$316K0.01%-37813F-HRTimeline
DOVER ADVISORS, LLC16,051$315K0.14%-85813F-HRTimeline
WESPAC Advisors, LLC16,023$315K0.22%013F-HRTimeline
SMI Advisory Services, LLC15,824$311K0.06%+1,52813F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC15,758$310K0.05%+5,64213F-HRTimeline
TWO SIGMA SECURITIES, LLC15,276$300K0.04%-4,93613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,974$294K<0.01%+56213F-HR/ATimelineGroup
GTS SECURITIES LLC14,968$294K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,949$294K<0.01%+1,65713F-HRTimelineGroup
IMA Advisory Services, Inc.14,719$289K0.03%-5,25013F-HRTimeline
Wealth Advisors of Iowa, LLC14,629$287K0.11%+1,81213F-HRTimeline
Pinnacle Bancorp, Inc.14,589$287K0.09%+7,65613F-HRTimeline
CIBC WORLD MARKET INC.14,200$279K<0.01%-10,30013F-HRTimeline
LaSalle St. Investment Advisors, LLC13,276$260K0.07%013F-HRTimeline
DAVENPORT & Co LLC13,185$259K<0.01%013F-HRTimeline
Berkshire Money Management, Inc.13,004$256K0.03%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.12,967$255K0.11%-7,94213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,804$252K0Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,607$248K0.01%013F-HRTimelineGroup
Kaydan Wealth Management, Inc.12,489$245K0.08%+113F-HRTimeline
WCG Wealth Advisors LLC12,002$236K0.02%-2813F-HRTimeline
Claro Advisors Inc.11,992$236K0.04%new13F-HRTimeline
Rialto Wealth Management, LLC11,902$234K0.07%013F-HRTimeline
Resonant Capital Advisors, LLC11,259$221K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,868$214K<0.01%-7713F-HRTimelineGroup
Well Done, LLC10,864$213K0.04%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC10,754$211K0.08%013F-HRTimeline
SigFig Wealth Management, LLC10,494$206K0.01%-14813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,373$204K<0.01%013F-HRTimelineGroup
OBSIDIAN CIO, LLC10,336$203K0.03%+4513F-HRTimeline
Farther Finance Advisors, LLC10,176$200K<0.01%+9,67613F-HRTimeline
Foundry Financial Group, Inc.10,159$200K0.11%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,122$199K0.08%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,000$196K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS9,300$183K0.08%+6,30013F-HRTimeline
PRIVATE TRUST CO NA8,320$163K0.02%+68513F-HRTimeline
Provenance Wealth Advisors, LLC7,982$157K0.02%-1,79513F-HRTimeline
GAMMA Investing LLC7,509$148K0.01%-23,25913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,418$146K0.01%013F-HRTimeline
IFP Advisors, Inc7,265$143K<0.01%+52913F-HRTimeline
ALERUS FINANCIAL NA6,383$125K0.01%new13F-HRTimeline
United Community Bankin group United Community Bank5,500$108K0.04%013F-HRTimelineGroup
Global Retirement Partners, LLC5,433$107K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…5,275$104K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,199$102K+3,665Timeline
SJS Investment Consulting Inc.4,846$95.2K0.02%013F-HRTimeline
GS Investments, Inc.4,375$86K0.04%013F-HRTimeline
CBIZ Investment Advisory Services, LLC4,134$81.2K<0.01%+4413F-HRTimeline
AdvisorNet Financial, Inc4,061$79.8K0.01%013F-HRTimeline
Marquette Asset Management, LLC3,960$77.8K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors3,212$63.1K0.04%013F-HRTimeline
Topsail Wealth Management, LLC3,035$59.6K0.01%013F-HRTimeline
Caldwell Trust Co2,245$44.1K<0.01%013F-HRTimeline
West Branch Capital LLC2,001$39.3K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,973$38.8K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,615$31.7K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1,525$30K<0.01%013F-HRTimeline
Arax Advisory Partners1,524$29.9K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,350$26.5K<0.01%013F-HRTimeline
HM PAYSON & CO1,285$25.3K<0.01%-12613F-HRTimeline
FMR LLCin group FMR LLC1,148$22.6K<0.01%-4713F-HRTimelineGroup
Aspect Partners, LLC1,028$20.2K0.01%013F-HRTimeline
Smithfield Trust Co1,057$20K<0.01%-3613F-HRTimeline
Parallel Advisors, LLC997$19.6K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC792$15.6K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.787$15.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC716$14.1K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.658$12K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.555$10.9K<0.01%013F-HRTimeline
Transce3nd, LLC442$8.69K<0.01%013F-HRTimeline
AE Wealth Management LLC269$5.29K<0.01%-4413F-HRTimeline
First PREMIER Bank205$4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC177$3.48K<0.01%-44713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp59$1.16K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC51$1.01K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC0$12<0.01%-9713F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.