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Disclosery

BSCR INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

327 managers (330 13F filers) reported a position in BSCR shares at 2024-12-31, 95,758,150 shares in all. 40 filers opened a position and 23 filers sold out during the quarter.

Managers
327
13F filers
330
New
40
Added
175
Reduced
53
Sold out
23
Shares held by filers
95,758,150

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY8,499,060$166M0.01%+274,73613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,693,129$111M0.03%+804,01313F-HRTimelineGroup
LPL Financial LLC4,498,732$87.6M0.04%+530,79613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,926,426$76.5M0.01%+14,55713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,852,826$75.1M0.03%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG3,227,500$62.9M0.01%+333,70513F-HRTimelineGroup
MANCHESTER FINANCIAL INC3,002,123$58.5M12.8%-270,56313F-HRTimeline
Clearstead Advisors, LLC2,646,447$51.6M0.78%+108,97213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,354,624$45.9M3.45%+15,79913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,289,649$44.6M0.01%+517,39213F-HRTimelineGroup
Avior Wealth Management, LLC2,070,713$40.3M1.48%+225,00613F-HRTimeline
MAI Capital Management2,034,153$39.6M0.3%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,870,305$36.4M0.01%+255,59213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,567,110$30.5M0.44%-18,79513F-HRTimelineGroup
DAVIS R M INC1,488,081$29M0.57%+96,17913F-HRTimeline
Bluespring Wealth Management, LLC1,442,675$28.1M2.88%+193,86313F-HRTimeline
TLWM1,114,647$21.7M4.27%+116,01613F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,056,058$20.6M2.93%+331,19013F-HRTimeline
Janney Montgomery Scott LLC1,022,243$19.9M0.06%+79713F-HRTimeline
Anchor Investment Management, LLC941,859$18.3M1.71%+59,44413F-HRTimeline
Independent Advisor Alliance929,329$18.1M0.24%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.905,798$17.6M0.03%+349,61413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC860,484$16.8M0.06%+125,56913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.848,710$16.5M0.04%+89,75713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC752,615$14.7M<0.01%+263,65313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS721,469$14.1M0.04%+249,17813F-HRTimeline
Asset Dedication, LLC706,510$13.8M1.08%-21,87213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP703,523$13.7M0.01%+52,52713F-HRTimelineGroup
MONECO ADVISORS, LLC666,521$13M1.37%+254,34013F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp659,579$12.8M0.75%+52,79713F-HRTimelineGroup
KIRR MARBACH & CO LLC /IN/640,527$12.5M2.7%+504,09313F-HRTimeline
IMA Advisory Services, Inc.633,282$12.3M1.49%+14,03513F-HRTimeline
Cornerstone Wealth Management, LLC615,020$12M0.81%+591,91313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth583,902$11.4M0.03%+31,26113F-HR/ATimelineGroup
Clark Asset Management, LLC549,389$10.7M2%+135,81113F-HRTimeline
NewEdge Advisors, LLC525,617$10.2M0.06%+246,87013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC525,576$10.2M<0.01%+119,20913F-HRTimelineGroup
COOKSON PEIRCE & CO INC516,705$10.1M0.46%+20,62513F-HRTimeline
Ironwood Financial, llc511,863$9.97M2.09%-1,60313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC492,245$9.59M0.01%+93,13213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC487,344$9.49M0.06%+60,98213F-HRTimelineGroup
AA Financial Advisors, LLC475,466$9.26M2.47%+123,28713F-HRTimeline
Goepper Burkhardt LLC468,400$9.12M3.71%+65,42513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP466,011$9.08M0.01%-34,59013F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.462,145$9M1.48%-1,10013F-HRTimeline
Cambridge Investment Research Advisors,…459,677$8.96M0.03%+65,17713F-HRTimeline
Cetera Investment Advisers430,249$8.38M0.02%+315,56313F-HRTimeline
Genesis Wealth Advisors, LLC421,479$8.21M7.16%13F-HRTimeline
GPM Growth Investors, Inc.407,400$7.94M3.35%-1,25113F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.405,809$7.91M7.03%13F-HRTimeline
HighTower Advisors, LLC391,363$7.62M0.01%+23,94713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL387,725$7.55M0.18%+28,18713F-HRTimeline
Straight Path Wealth Management379,616$7.39M2.93%+25,84613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC379,552$7.39M1.37%-11,57813F-HRTimeline
BCS Wealth Management371,428$7.24M1.8%+58,01613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…369,249$7.19M3.07%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC360,537$7.02M0.66%+44,83513F-HRTimeline
Private Advisor Group, LLC357,666$6.97M0.04%+17,95813F-HRTimeline
HUB Investment Partners, LLC351,357$6.84M0.29%-66,06413F-HRTimeline
Sound Stewardship, LLC349,663$6.81M4.05%+6,69513F-HRTimeline
Sanctuary Advisors, LLC343,314$6.69M0.04%+67,02613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding343,236$6.69M+45,017Timeline
RENAISSANCE TECHNOLOGIES LLC322,700$6.29M0.01%+125,50013F-HRTimeline
Red Spruce Capital, LLC318,163$6.2M2.75%-21,22113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA311,638$6.07M1.38%+300,01913F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …307,923$6M0.31%-412,57613F-HRTimelineGroup
Marietta Wealth Management, LLC307,190$5.98M0.86%+1,59613F-HRTimeline
Carnegie Investment Counsel298,751$5.82M0.17%+3,92913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.284,445$5.54M0.05%+31,74713F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC279,714$5.45M3.52%+42,95713F-HRTimeline
FCA CORP /TX269,563$5.25M1.64%+3,63013F-HRTimeline
EASTERN BANK268,413$5.23M0.1%-171,48513F-HRTimeline
Carmel Capital Partners, LLC262,476$5.11M2.06%+14,23713F-HRTimeline
MORTON COMMUNITY BANK256,833$5M1.32%+16,66713F-HRTimeline
Integrated Wealth Concepts LLC256,254$4.99M0.06%+18,95213F-HRTimeline
EP Wealth Advisors, LLC248,502$4.84M0.04%+90,41313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC244,374$4.76M2.58%+23,27013F-HRTimeline
Laurel Wealth Advisors LLC240,981$4.69M0.73%+16,94513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding234,397$4.57M-517,021Timeline
Souders Financial Advisors231,362$4.51M0.63%+17,88313F-HRTimeline
McCarthy & Cox226,303$4.41M1.53%+29,13513F-HRTimeline
Trilogy Capital Inc.223,059$4.35M0.22%-4,75513F-HRTimeline
MGO ONE SEVEN LLC212,288$4.14M0.16%+4,18113F-HRTimeline
Berger Financial Group, Inc209,737$4.09M0.28%+8,38513F-HRTimeline
Addison Advisors LLC208,788$4.07M1.13%+14,74513F-HRTimeline
TrinityPoint Wealth, LLC200,081$3.9M0.55%+24,64113F-HRTimeline
ProVise Management Group, LLC199,156$3.88M0.33%+9,97513F-HRTimeline
SFE Investment Counsel196,869$3.84M0.81%+23,94513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…191,672$3.73M0.01%+26,22713F-HR/ATimeline
VISTA INVESTMENT MANAGEMENT184,247$3.59M1.36%-37,56213F-HRTimeline
Horizons Wealth Management173,383$3.38M2.62%+9,31413F-HRTimeline
Infinity Wealth Counsel, LLC173,162$3.37M3.6%13F-HRTimeline
S.E.E.D. Planning Group LLC170,404$3.32M1.11%+8,08013F-HRTimeline
Hennion & Walsh Asset Management, Inc.170,009$3.31M0.15%+35,65813F-HRTimeline
Aspen Investment Management Inc166,230$3.24M1.5%+19,48013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC165,360$3.22M0.27%+2,52613F-HRTimeline
Allworth Financial LP163,123$3.17M0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…161,440$3.14M0.03%-21,55513F-HRTimeline
Empirical Financial Services, LLC d.b.a…159,305$3.1M0.08%+3,25613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.151,252$2.95M0.02%+14,07913F-HRTimeline
Secure Asset Management, LLC149,076$2.9M0.44%+23,07513F-HRTimeline
Matthew Goff Investment Advisor, LLC145,446$2.83M0.53%-12,68213F-HRTimeline
Good Life Advisors, LLC142,695$2.78M0.2%-216,69913F-HRTimeline
Cornerstone Planning, LLC139,729$2.72M1.04%13F-HRTimeline
Old Port Advisors137,762$2.68M0.77%+32,47713F-HRTimeline
Farnam Financial LLC137,708$2.68M2.8%+21,24913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP136,170$2.65M<0.01%+74,53713F-HRTimelineGroup
Exchange Capital Management, Inc.133,762$2.61M0.41%-2,97913F-HRTimeline
MONTAG A & ASSOCIATES INC132,113$2.57M0.12%+82,76813F-HRTimeline
Geneos Wealth Management Inc.131,733$2.57M0.09%+4,67113F-HRTimeline
Gladstone Institutional Advisory LLC127,593$2.49M0.12%+2,86313F-HRTimeline
Waverly Advisors, LLC126,327$2.46M0.04%+110,79113F-HRTimeline
Paradiem, LLC125,456$2.44M0.66%+1,56113F-HRTimeline
Atria Wealth Solutions, Inc.123,112$2.4M0.03%+44,81013F-HRTimeline
AlphaStar Capital Management, LLC120,242$2.34M0.24%+2,48913F-HRTimeline
EVEXIA WEALTH LLC116,779$2.28M0.77%+67,08713F-HRTimeline
Oliver Luxxe Assets LLC112,750$2.22M0.4%013F-HR/ATimeline
River Street Advisors LLC113,474$2.21M1.13%+104,50013F-HRTimeline
CRA Financial Services, LLC112,563$2.19M0.38%+50,31513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC111,833$2.18M0.84%+24,84813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…110,050$2.14M<0.01%+72,06513F-HRTimelineGroup
Tenon Financial LLC110,018$2.14M1.39%+64,46113F-HRTimeline
Creative Planningin group Creative Planning109,519$2.13M<0.01%+81,86813F-HRTimelineGroup
Ellevest, Inc.107,959$2.1M0.12%+5,64613F-HRTimeline
Prospera Financial Services Inc106,289$2.07M0.05%-22,58313F-HRTimeline
Legacy Private Trust Co.106,155$2.07M0.14%-22,57513F-HRTimeline
Blue Barn Wealth, LLC102,031$1.99M1.05%+11,86313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC99,274$1.93M<0.01%-327,20513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…97,767$1.9M<0.01%+47,41413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…96,222$1.87M0.03%+13,14013F-HRTimelineGroup
Opulen Financial Group LLC94,270$1.84M1.67%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.89,756$1.75M0.09%-3,15013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,998$1.73M<0.01%-197,37113F-HRTimelineGroup
Atria Investments, Inc86,152$1.68M0.02%+21,39313F-HRTimeline
River Wealth Advisors LLC83,099$1.62M0.21%new13F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH81,181$1.58M0.47%+86813F-HRTimeline
Masso Torrence Wealth Management Inc.79,694$1.55M0.82%+10,51913F-HRTimeline
Beaumont Financial Advisors, LLC78,092$1.52M0.11%+3,30813F-HRTimeline
CWM, LLCin group CWM, LLC77,710$1.51M0.01%-1,61413F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.76,721$1.49M0.67%-13,85413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC76,024$1.48M0.16%+4,99013F-HRTimeline
Aptus Capital Advisors, LLC74,503$1.45M0.02%-3,43813F-HRTimeline
HANOVER ADVISORS INC72,300$1.41M0.59%+2,46313F-HRTimeline
Oder Investment Management, LLC71,869$1.4M1.17%+12,65013F-HRTimeline
Lantz Financial LLC71,750$1.4M0.37%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC71,646$1.4M0.01%new13F-HRTimelineGroup
Redwood Financial Network Corp70,710$1.38M1.03%+4,81813F-HRTimeline
Astoria Portfolio Advisors LLC.68,527$1.33M0.48%+8,36913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC68,404$1.33M0.1%013F-HRTimeline
OLD MISSION CAPITAL LLC67,793$1.32M0.03%new13F-HRTimeline
IHT Wealth Management, LLC67,013$1.31M0.04%-32,68513F-HRTimeline
Roundview Capital LLC62,089$1.21M0.08%013F-HRTimeline
Segment Wealth Management, LLC61,892$1.21M0.08%+93913F-HRTimeline
RPg Family Wealth Advisory, LLC61,500$1.2M0.42%new13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC59,400$1.16M0.36%+1,28513F-HRTimeline
ArborFi Advisors, LLC59,085$1.15M1.16%13F-HRTimeline
Key Financial Inc59,056$1.15M0.26%+25,61613F-HRTimeline
J.W. COLE ADVISORS, INC.58,009$1.13M0.05%+35,33113F-HRTimeline
FLOW TRADERS U.S. LLC57,992$1.13M0.04%new13F-HRTimeline
Kessler Investment Group, LLC57,483$1.12M0.53%-4,91213F-HRTimeline
HARBOUR INVESTMENTS, INC.57,162$1.11M0.03%+41,50613F-HRTimeline
Strategic Financial Concepts, LLC56,707$1.1M0.21%+32,11613F-HR/ATimeline
SHUFRO ROSE & CO LLC56,267$1.1M0.09%+5,85013F-HRTimeline
Flaharty Asset Management, LLC55,969$1.09M0.16%013F-HRTimeline
Richmond Investment Services, LLC55,462$1.08M0.61%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC55,036$1.07M0.09%+2,71813F-HRTimeline
Kohmann Bosshard Financial Services, LLC54,812$1.07M0.13%+43113F-HRTimeline
Apeiron RIA LLC54,497$1.06M0.3%-92413F-HRTimeline
Hobbs Group Advisors, LLC52,933$1.03M0.39%-8013F-HRTimeline
Freedom Investment Management, Inc.52,198$1.02M0.08%+23,83613F-HRTimeline
Redmond Asset Management, LLC50,672$987K0.25%new13F-HRTimeline
COMERICA BANK50,586$985K<0.01%+5,88013F-HR/ATimeline
Vantage Point Financial LLC50,492$984K0.53%13F-HRTimeline
Vermillion & White Wealth Management Gr…49,610$966K0.71%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC49,500$964K0.04%-5,75913F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …48,564$944K0.05%new13F-HRTimelineGroup
Cypress Wealth Services, LLC47,864$932K0.19%-49513F-HRTimeline
Independence Bank of Kentucky47,105$918K0.14%-76913F-HRTimeline
Sigma Planning Corp47,087$917K0.03%+4,99613F-HRTimeline
Towne Trust Company, N.A45,756$891K0.31%new13F-HRTimeline
Cynosure Group, LLC45,719$891K0.13%013F-HRTimeline
YANKCOM Partnership45,037$877K0.47%13F-HRTimeline
Altus Wealth Group LLC44,197$861K0.38%-2,50313F-HRTimeline
Apella Capital, LLC43,686$851K0.03%+90413F-HRTimeline
Western Financial Corp/CA41,716$813K0.45%+5,40113F-HRTimeline
Wingate Wealth Advisors, Inc.41,589$810K0.8%13F-HRTimeline
WEBSTER BANK, N. A.41,086$800K0.09%+34,54813F-HRTimeline
First Command Advisory Services, Inc.40,675$792K0.01%-4,43513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC39,382$767K<0.01%013F-HRTimelineGroup
Koss-Olinger Consulting, LLC39,166$763K0.07%+2,18713F-HRTimeline
Heritage Trust Co38,997$760K0.09%13F-HRTimeline
Insight Wealth Partners, LLC38,744$755K0.48%+5,01113F-HRTimeline
Strid Group, LLC38,444$749K0.12%+28,03313F-HRTimeline
Coordinated Financial Services, Inc.37,853$737K0.58%13F-HRTimeline
Provenance Wealth Advisors, LLC37,280$726K0.09%-174,75113F-HRTimeline
Comprehensive Financial Consultants Ins…37,258$726K0.26%+13313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…36,385$709K<0.01%new13F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC35,960$701K0.69%13F-HRTimeline
True Vision MN LLC35,867$699K0.41%+14413F-HRTimeline
OneDigital Investment Advisors LLC34,527$673K0.01%+3,37213F-HRTimeline