Skip to content
Disclosery

BSCR INVESCO EXCH TRD SLF IDX FD

Follow

ETF (fund)

348 managers (352 13F filers) reported a position in BSCR shares at 2025-09-30, 173,440,400 shares in all. 18 filers opened a position and 15 filers sold out during the quarter.

Managers
348
13F filers
352
New
18
Added
198
Reduced
83
Sold out
15
Shares held by filers
173,440,400

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SAX WEALTH ADVISORS, LLC39,996$788K0.04%+1,85113F-HRTimeline
Strid Group, LLC39,696$782K0.1%+43513F-HRTimeline
Comprehensive Financial Consultants Ins…39,421$777K0.24%-98913F-HRTimeline
Whitener Capital Management, Inc.39,123$771K0.18%+9,07913F-HRTimeline
Cynosure Group, LLC39,123$771K0.08%-6,59613F-HR/ATimeline
Proficio Capital Partners LLC38,300$755K0.05%+42113F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV36,860$727K<0.01%+12,37813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,767$725K0.02%-43513F-HRTimelineGroup
Certified Advisory Corp36,279$715K0.07%+9813F-HRTimeline
Ballew Advisors, Inc35,947$711K0.4%013F-HRTimeline
Advisory Services Network, LLC35,768$705K0.01%+3,22113F-HRTimeline
Vermillion & White Wealth Management Gr…35,349$697K0.4%013F-HRTimeline
Keel Point, LLC35,153$693K0.04%+1,54013F-HRTimeline
Koss-Olinger Consulting, LLC35,068$689K0.06%013F-HRTimeline
True Vision MN LLC34,222$675K0.35%+1,08013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC34,187$674K0.01%+6,94613F-HRTimelineGroup
Allen Capital Group, LLC33,554$661K0.06%+2,12513F-HRTimeline
OneDigital Investment Advisors LLC33,488$660K0.01%+3,04513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…33,000$650K<0.01%+2,50013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,687$644K<0.01%-3,61013F-HRTimelineGroup
Foundations Investment Advisors, LLC32,225$635K0.01%-75713F-HRTimeline
Kingsview Wealth Management, LLC31,704$625K0.01%+1,57313F-HRTimeline
XY Planning Network, Inc.29,694$583K0.2%013F-HRTimeline
Well Done, LLC29,204$576K0.1%+18,34013F-HRTimeline
Capital Investment Advisors, LLC29,146$574K0.01%+12313F-HRTimeline
MANCHESTER FINANCIAL INC28,052$553K0.11%+10013F-HRTimeline
Unified Investment Management28,040$553K0.55%013F-HRTimeline
Cordatus Wealth Management LLC27,396$540K0.13%+7,74313F-HRTimeline
Crews Bank & Trust27,345$539K0.08%-36513F-HRTimeline
Arete Wealth Advisors, LLC27,110$534K0.03%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department27,079$534K0.14%-1,10013F-HRTimelineGroup
BridgePort Financial Solutions, LLC26,578$524K0.14%+19513F-HRTimeline
Tassel Capital Management, Inc.25,875$510K0.33%+4713F-HRTimeline
Oregon Pacific Wealth Management, LLC25,163$496K0.43%-1,89913F-HRTimeline
Onyx Bridge Wealth Group LLC24,689$487K0.05%+27113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,655$486K<0.01%+3,32013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,385$481K0.03%+1213F-HRTimeline
Sensible Money, LLC23,375$461K0.16%+44913F-HRTimeline
Blossom Wealth Management23,155$456K0.74%+72513F-HRTimeline
Western Wealth Management, LLC22,500$443K0.02%+87513F-HRTimeline
GTS SECURITIES LLC22,147$437K0.02%+7,17913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,815$430K<0.01%+2,54913F-HRTimelineGroup
Seek First Inc.21,682$427K0.31%+4,40413F-HRTimeline
Brown Financial Advisory21,549$425K0.22%013F-HRTimeline
Arkadios Wealth Advisors21,257$419K0.01%-21,03213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC20,739$409K0.06%+4,98113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC20,616$406K0.02%-37713F-HRTimeline
Valmark Advisers, Inc.20,020$395K0.01%+2,60513F-HRTimeline
Glass Jacobson Investment Advisors llc19,940$393K0.14%-3,39013F-HRTimeline
Financial Life Planners19,857$391K0.26%-87413F-HRTimeline
Net Worth Advisory Group19,660$388K0.11%-14,13913F-HRTimeline
Wealthspire Retirement, LLC19,540$385K0.02%-53313F-HR/ATimeline
Sterling Financial Group, Inc.19,515$385K0.12%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,307$381K0.01%+42113F-HRTimeline
Midwest Trust Co19,032$375K<0.01%+8213F-HRTimeline
Wealth Quarterback LLC18,896$372K0.14%new13F-HRTimeline
Verdence Capital Advisors LLC18,800$371K0.02%-1,50013F-HRTimeline
LongView Wealth Management18,700$369K0.1%013F-HRTimeline
Nalls Sherbakoff Group, LLC18,478$364K0.25%-96713F-HRTimeline
Kathmere Capital Management, LLC18,370$362K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,114$357K<0.01%-33,00513F-HRTimelineGroup
Legacy Wealth Management, LLC / MS17,502$345K0.1%-13,12913F-HRTimeline
FIRST HORIZON CORP17,035$336K0.02%13F-HRTimeline
WORLD EQUITY GROUP, INC.16,889$333K0.08%+76413F-HRTimeline
Ramiah Investment Group16,729$330K0.29%-3113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,661$328K<0.01%+1,71213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC16,368$323K0.01%013F-HRTimelineGroup
Larson Financial Group LLC16,266$321K0.01%+16213F-HRTimeline
WESPAC Advisors, LLC16,188$319K0.19%+16513F-HRTimeline
SMI Advisory Services, LLC15,919$314K0.06%+9513F-HRTimeline
DOVER ADVISORS, LLC15,551$307K0.12%-50013F-HRTimeline
RVW Wealth, LLC15,488$305K0.02%-2,20813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,266$301K<0.01%+29213F-HR/ATimelineGroup
Claro Advisors Inc.15,079$297K0.04%+3,08713F-HRTimeline
SJS Investment Consulting Inc.14,964$295K0.04%+10,11813F-HRTimeline
Axis Wealth Partners, LLC14,964$295K0.17%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS14,800$292K0.12%+5,50013F-HRTimeline
Pinnacle Bancorp, Inc.14,589$288K0.08%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.14,280$281K0.1%+1,31313F-HRTimeline
TWO SIGMA SECURITIES, LLC14,273$281K0.04%-1,00313F-HRTimeline
CIBC WORLD MARKET INC.14,200$280K<0.01%013F-HRTimeline
Wealth Advisors of Iowa, LLC14,186$280K0.1%-44313F-HRTimeline
FC Advisory LLC13,468$265K0.08%-2,72713F-HRTimeline
LaSalle St. Investment Advisors, LLC13,276$261K0.05%013F-HRTimeline
DAVENPORT & Co LLC13,185$260K<0.01%013F-HRTimeline
Berkshire Money Management, Inc.13,004$256K0.03%013F-HRTimeline
Belpointe Asset Management LLC12,638$249K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,607$248K0.01%013F-HRTimelineGroup
Kaydan Wealth Management, Inc.12,490$246K0.07%+113F-HRTimeline
Rialto Wealth Management, LLC12,303$242K0.06%+40113F-HRTimeline
Resonant Capital Advisors, LLC11,259$222K0.01%013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding11,208$221KnewTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,075$218K<0.01%new13F-HRTimelineGroup
SigFig Wealth Management, LLC11,075$218K0.01%+58113F-HRTimeline
WCG Wealth Advisors LLC11,049$218K0.01%-95313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,868$214K<0.01%013F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC10,754$212K0.07%013F-HRTimeline
IMA Advisory Services, Inc.10,419$205K0.02%-4,30013F-HRTimeline
OBSIDIAN CIO, LLC10,382$205K0.03%+4613F-HRTimeline
Foundry Financial Group, Inc.10,159$200K0.11%013F-HRTimeline
Leo Wealth, LLC10,142$200K0.03%-61,87213F-HRTimeline
Beacon Pointe Advisors, LLC10,140$200K<0.01%new13F-HRTimeline
Commonwealth Financial Services, LLC10,135$200K0.03%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,122$200K0.07%013F-HRTimeline
PRIVATE TRUST CO NA9,584$189K0.02%+1,26413F-HRTimeline
EASTERN BANK9,407$185K<0.01%-12,71813F-HRTimeline
JPL Wealth Management, LLC8,316$164K0.04%new13F-HRTimeline
Provenance Wealth Advisors, LLC7,982$157K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,801$154K<0.01%-2,57213F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC7,418$146K0.01%013F-HRTimeline
IFP Advisors, Inc7,284$144K<0.01%+1913F-HR/ATimeline
ALERUS FINANCIAL NA6,383$126K0.01%013F-HRTimeline
United Community Bankin group United Community Bank5,500$108K0.03%013F-HRTimelineGroup
Capital Investment Advisory Services, L…5,275$104K0.01%013F-HRTimeline
GS Investments, Inc.4,375$86.2K0.04%013F-HRTimeline
Global Retirement Partners, LLC4,295$84.7K<0.01%-1,13813F-HRTimeline
CBIZ Investment Advisory Services, LLC4,180$82.4K<0.01%+4613F-HRTimeline
AdvisorNet Financial, Inc4,061$80K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,048$79.8K-1,151Timeline
Marquette Asset Management, LLC3,960$78.1K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors3,212$63.3K0.04%013F-HRTimeline
Topsail Wealth Management, LLC3,035$59.8K0.01%013F-HRTimeline
CX Institutional2,394$47K<0.01%new13F-HRTimeline
Caldwell Trust Co2,245$44.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,227$43.9K<0.01%+1,07913F-HRTimelineGroup
West Branch Capital LLC2,001$39.4K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,546$30.5K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.1,525$30.1K<0.01%013F-HRTimeline
Davis Capital Management1,393$27.5K0.02%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,350$26.6K<0.01%013F-HRTimeline
HM PAYSON & CO1,285$25.3K<0.01%013F-HRTimeline
Aspect Partners, LLC1,028$20.3K0.01%013F-HRTimeline
Smithfield Trust Co1,073$20K<0.01%+1613F-HRTimeline
Parallel Advisors, LLC997$19.7K<0.01%013F-HRTimeline
True Wealth Design, LLC971$19.1K0.01%new13F-HRTimeline
Westside Investment Management, Inc.787$15.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.683$13.5K<0.01%+2513F-HRTimeline
GAMMA Investing LLC631$12.4K<0.01%-6,87813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC605$11.9K<0.01%-11113F-HRTimeline
DiNuzzo Private Wealth, Inc.555$10.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC500$9.86K0.01%13F-HRTimeline
ORG Partners LLC387$7.63K<0.01%-24,87813F-HRTimeline
AE Wealth Management LLC269$5.3K<0.01%013F-HRTimeline
First PREMIER Bank205$4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC177$3.49K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.102$2.01K<0.01%new13F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp59$1.16K<0.01%013F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC46$916<0.01%-74613F-HRTimeline