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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
Lido Advisors, LLCin group Lido Advisors, LLC29,144,549$571M3.37%+28,657,20513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,648,024$169M0.01%+148,96413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,937,594$116M0.03%+244,46513F-HRTimelineGroup
LPL Financial LLC5,029,257$98.5M0.04%+530,52513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,756,437$93.2M0.01%+830,01113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,895,172$76.3M0.03%+42,34613F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,607,275$70.7M0.02%+379,77513F-HRTimelineGroup
Clearstead Advisors, LLC2,697,302$52.8M0.82%+50,85513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,620,336$51.3M0.01%+330,68713F-HRTimelineGroup
MANCHESTER FINANCIAL INC2,471,396$48.4M10.91%-530,72713F-HRTimeline
Avior Wealth Management, LLC2,421,039$47.4M1.8%+350,32613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,409,045$47.2M3.32%+54,42113F-HRTimelineGroup
MAI Capital Management2,287,479$44.8M0.34%+253,32613F-HRTimeline
Bluespring Wealth Management, LLC1,585,339$31.1M3.17%+142,66413F-HRTimeline
DAVIS R M INC1,566,496$30.7M0.61%+78,41513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,531,447$30M0.43%-35,66313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,357,662$26.6M0.01%-512,64313F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,241,592$24.3M0.04%+918,89213F-HRTimeline
TLWM1,147,761$22.5M4.5%+33,11413F-HRTimeline
MML INVESTORS SERVICES, LLC1,145,877$22.4M0.07%+285,39313F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,067,606$20.9M2.52%+11,54813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,061,353$20.8M0.05%+212,64313F-HRTimelineGroup
Anchor Investment Management, LLC1,046,203$20.5M1.91%+104,34413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP990,406$19.4M0.02%+286,88313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC949,432$18.6M0.01%+196,81713F-HRTimelineGroup
MONECO ADVISORS, LLC938,764$18.4M1.9%+272,24313F-HR/ATimeline
Janney Montgomery Scott LLC869,997$17M0.05%-152,24613F-HRTimeline
Legacy Financial Group LLC857,471$16.8M2.58%+2,00113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp844,325$16.5M1%+184,74613F-HRTimelineGroup
Cambridge Investment Research Advisors,…802,414$15.7M0.05%+342,73713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.777,236$15.2M0.03%-128,56213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS752,983$14.8M0.04%+31,51413F-HRTimeline
Asset Dedication, LLC735,086$14.4M1.17%+28,57613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC680,647$13.3M<0.01%+155,07113F-HRTimelineGroup
Cornerstone Wealth Management, LLC678,401$13.3M0.9%+63,38113F-HRTimeline
KIRR MARBACH & CO LLC /IN/656,260$12.9M2.98%+15,73313F-HRTimeline
NewEdge Advisors, LLC614,468$12M0.07%+88,85113F-HRTimeline
Clark Asset Management, LLC609,319$11.9M2%+59,93013F-HRTimeline
HUB Investment Partners, LLC597,832$11.7M0.47%+246,47513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC580,246$11.4M0.02%+88,00113F-HRTimeline
AA Financial Advisors, LLC566,075$11.1M2.71%+90,60913F-HRTimeline
Ironwood Financial, llc515,237$10.1M2.16%+3,37413F-HRTimeline
COOKSON PEIRCE & CO INC503,436$9.86M0.5%-13,26913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth496,743$9.73M0.02%-87,15913F-HR/ATimelineGroup
Red Spruce Capital, LLC495,137$9.7M4.56%+176,97413F-HRTimeline
Goepper Burkhardt LLC489,800$9.6M3.84%+21,40013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP481,144$9.43M0.02%+15,13313F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.478,145$9.37M1.56%+16,00013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC450,658$8.83M3.34%+427,46213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC430,620$8.44M0.8%+70,08313F-HRTimeline
GPM Growth Investors, Inc.420,315$8.23M3.61%+12,91513F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.418,897$8.21M7.31%+13,08813F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL417,691$8.18M0.19%+29,96613F-HRTimeline
HighTower Advisors, LLC399,857$7.83M0.01%+8,49413F-HRTimeline
Straight Path Wealth Management396,751$7.77M3.14%+17,13513F-HRTimeline
Private Advisor Group, LLC383,926$7.52M0.05%+26,26013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC381,500$7.47M1.38%+1,94813F-HRTimeline
BCS Wealth Management375,824$7.36M1.89%+4,39613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…371,310$7.27M3.08%+2,06113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding368,882$7.23M+25,646Timeline
Sound Stewardship, LLC364,204$7.13M4.07%+14,54113F-HRTimeline
Sanctuary Advisors, LLC353,629$6.93M0.05%+10,31513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC343,330$6.73M0.01%+254,33213F-HR/ATimelineGroup
VestGen Advisors, LLC342,401$6.71M0.3%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO341,598$6.69M<0.01%+335,44613F-HRTimelineGroup
Gryphon Financial Partners LLC331,295$6.49M0.94%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC329,438$6.45M0.01%+230,16413F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA329,334$6.45M1.52%+17,69613F-HRTimeline
Carnegie Investment Counsel325,467$6.35M0.15%+26,71613F-HRTimeline
Geneos Wealth Management Inc.321,823$6.3M0.09%+190,09013F-HRTimeline
Genesis Wealth Advisors, LLC321,590$6.3M5.1%-99,88913F-HRTimeline
Marietta Wealth Management, LLC317,910$6.23M0.91%+10,72013F-HRTimeline
Meriwether Wealth & Planning, LLC313,800$6.15M4.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding306,547$6.01M+72,150Timeline
Ledgewood Wealth Advisors, LLC287,488$5.63M3.63%+7,77413F-HRTimeline
Integrated Wealth Concepts LLC284,656$5.58M0.07%+28,40213F-HRTimeline
Carmel Capital Partners, LLC281,868$5.52M2.17%+19,39213F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …276,344$5.41M0.32%-31,57913F-HRTimelineGroup
Atria Wealth Solutions, Inc.275,730$5.4M0.07%+152,61813F-HRTimeline
MORTON COMMUNITY BANK274,376$5.38M1.41%+17,54313F-HRTimeline
FCA CORP /TX266,700$5.22M1.67%-2,86313F-HRTimeline
Souders Financial Advisors256,496$5.02M0.7%+25,13413F-HRTimeline
Laurel Wealth Advisors LLC255,303$5M0.78%+14,32213F-HRTimeline
McCarthy & Cox251,117$4.92M2.14%+24,81413F-HRTimeline
EP Wealth Advisors, LLC246,459$4.83M0.04%-2,04313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC243,774$4.78M2.66%-60013F-HRTimeline
MGO ONE SEVEN LLC238,196$4.67M0.18%+25,90813F-HRTimeline
Trilogy Capital Inc.231,657$4.54M0.24%+8,59813F-HRTimeline
Addison Advisors LLC220,936$4.33M1.18%+12,14813F-HRTimeline
SFE Investment Counsel215,271$4.22M0.84%+18,40213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…211,905$4.15M0.01%+20,23313F-HRTimeline
ProVise Management Group, LLC206,366$4.04M0.34%+7,21013F-HRTimeline
Berger Financial Group, Inc204,171$4M0.28%-5,56613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP200,850$3.93M<0.01%+64,68013F-HR/ATimelineGroup
Coastal Bridge Advisors, LLC200,117$3.92M0.35%new13F-HR/ATimeline
Cetera Investment Advisers192,823$3.78M0.01%-237,42613F-HRTimeline
Horizons Wealth Management184,089$3.61M2.72%+10,70613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.183,102$3.59M0.03%-101,34313F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT180,259$3.53M1.38%-3,98813F-HRTimeline
S.E.E.D. Planning Group LLC176,653$3.46M1.17%+6,24913F-HRTimeline
Infinity Wealth Counsel, LLC175,247$3.43M3.71%+2,08513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …174,631$3.42M0.49%new13F-HRTimeline
Aspen Investment Management Inc168,660$3.3M1.52%+2,43013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC166,522$3.26M0.29%+1,16213F-HRTimeline
Empirical Financial Services, LLC d.b.a…165,204$3.24M0.08%+5,89913F-HRTimeline
Hennion & Walsh Asset Management, Inc.162,859$3.19M0.14%-7,15013F-HRTimeline
Allworth Financial LP162,907$3.19M0.02%-21613F-HRTimeline
Pinnacle Financial Group, LLC / IL162,021$3.17M1.15%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.161,264$3.16M0.02%+10,01213F-HRTimeline
Creative Planningin group Creative Planning160,234$3.14M<0.01%+50,71513F-HRTimelineGroup
Farnam Financial LLC157,525$3.09M3.13%+19,81713F-HRTimeline
Atria Investments, Inc146,963$2.88M0.04%+60,81113F-HRTimeline
Old Port Advisors143,371$2.81M0.83%+5,60913F-HRTimeline
Steward Partners Investment Advisory, L…138,644$2.72M0.02%-22,79613F-HRTimeline
Matthew Goff Investment Advisor, LLC136,804$2.68M0.49%-8,64213F-HRTimeline
Gladstone Institutional Advisory LLC133,968$2.62M0.12%+6,37513F-HRTimeline
AlphaStar Capital Management, LLC132,135$2.59M0.26%+11,89313F-HRTimeline
Tenon Financial LLC131,177$2.57M1.59%+21,15913F-HRTimeline
Prospera Financial Services Inc130,385$2.55M0.06%+24,09613F-HRTimeline
Exchange Capital Management, Inc.130,174$2.55M0.41%-3,58813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC129,196$2.53M0.97%+17,36313F-HRTimeline
Waverly Advisors, LLC127,525$2.5M0.03%+1,19813F-HRTimeline
MONTAG A & ASSOCIATES INC125,409$2.46M0.12%-6,70413F-HRTimeline
CRA Financial Services, LLC120,853$2.37M0.41%+8,29013F-HRTimeline
River Street Advisors LLC120,834$2.37M1.17%+7,36013F-HRTimeline
EVEXIA WEALTH LLC119,746$2.34M0.85%+2,96713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…116,496$2.28M<0.01%+18,72913F-HRTimelineGroup
Blue Barn Wealth, LLC115,996$2.27M1.19%+13,96513F-HRTimeline
Ellevest, Inc.114,140$2.24M0.15%+6,18113F-HRTimeline
Paradiem, LLC114,043$2.23M0.62%-11,41313F-HRTimeline
Wilkins Miller Wealth Management, LLC112,427$2.2M1.66%new13F-HRTimeline
Oliver Luxxe Assets LLC104,769$2.05M0.38%-7,98113F-HRTimeline
Legacy Private Trust Co.103,405$2.03M0.14%-2,75013F-HRTimeline
J.W. COLE ADVISORS, INC.101,398$1.99M0.06%+43,38913F-HRTimeline
Opulen Financial Group LLC99,389$1.95M1.77%+5,11913F-HRTimeline
Roundview Capital LLC97,750$1.91M0.14%+35,66113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…96,540$1.89M0.03%+31813F-HRTimelineGroup
River Wealth Advisors LLC94,922$1.86M0.26%+11,82313F-HRTimeline
TFR Capital, LLC.92,710$1.82M0.76%+80,49113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.89,006$1.74M0.09%-75013F-HRTimeline
Masso Torrence Wealth Management Inc.85,596$1.68M0.9%+5,90213F-HRTimeline
HANOVER ADVISORS INC83,299$1.63M0.71%+10,99913F-HRTimeline
Oder Investment Management, LLC83,222$1.63M1.38%+11,35313F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH82,021$1.61M0.49%+84013F-HRTimeline
EASTERN BANK81,834$1.6M0.03%-186,57913F-HRTimeline
Lantz Financial LLC80,844$1.58M0.43%+9,09413F-HRTimeline
CWM, LLCin group CWM, LLC80,182$1.57M0.01%+2,47213F-HRTimelineGroup
Good Life Advisors, LLC78,911$1.55M0.11%-63,78413F-HRTimeline
Aptus Capital Advisors, LLC77,797$1.52M0.02%+3,29413F-HRTimeline
Beaumont Financial Advisors, LLC76,323$1.5M0.12%-1,76913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC75,144$1.47M0.02%+3,49813F-HRTimelineGroup
Redwood Financial Network Corp74,697$1.46M1.11%+3,98713F-HRTimeline
IHT Wealth Management, LLC71,318$1.4M0.04%+4,30513F-HRTimeline
Astoria Portfolio Advisors LLC.67,789$1.32M0.45%-73813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC66,710$1.31M0.09%-1,69413F-HRTimeline
Wingate Wealth Advisors, Inc.66,326$1.3M1.5%+24,73713F-HRTimeline
HARBOUR INVESTMENTS, INC.65,889$1.29M0.04%+8,72713F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC64,649$1.27M0.16%-11,37513F-HRTimeline
Segment Wealth Management, LLC63,792$1.25M0.08%+1,90013F-HRTimeline
COMERICA BANK62,825$1.23M0.01%+12,23913F-HRTimeline
Key Financial Inc62,276$1.22M0.27%+3,22013F-HRTimeline
Strategic Financial Concepts, LLC62,267$1.22M0.23%+5,56013F-HRTimeline
RPg Family Wealth Advisory, LLC62,091$1.22M0.35%+59113F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC61,752$1.21M0.37%+2,35213F-HRTimeline
ArborFi Advisors, LLC61,476$1.2M1.2%+2,39113F-HRTimeline
Redmond Asset Management, LLC58,938$1.15M0.3%+8,26613F-HRTimeline
Secure Asset Management, LLC58,926$1.15M0.23%-90,15013F-HRTimeline
Sigma Planning Corp58,088$1.14M0.04%+11,00113F-HRTimeline
Kessler Investment Group, LLC57,464$1.13M0.55%-1913F-HRTimeline
SHUFRO ROSE & CO LLC56,267$1.1M0.09%013F-HRTimeline
CW Advisors, LLC56,319$1.1M0.01%new13F-HRTimeline
Richmond Investment Services, LLC56,038$1.1M0.6%+57613F-HRTimeline
Flaharty Asset Management, LLC55,969$1.1M0.16%013F-HRTimeline
Vantage Point Financial LLC55,586$1.09M0.55%+5,09413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC55,420$1.09M0.09%+38413F-HRTimeline
Freedom Investment Management, Inc.55,234$1.08M0.09%+3,03613F-HRTimeline
Hobbs Group Advisors, LLC54,996$1.08M0.41%+2,06313F-HRTimeline
Kohmann Bosshard Financial Services, LLC54,975$1.08M0.13%+16313F-HRTimeline
Apeiron RIA LLC54,598$1.07M0.32%+10113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53,115$1.04M0.04%+3,61513F-HRTimelineGroup
BEACON FINANCIAL GROUP52,113$1.02M0.11%new13F-HRTimeline
First Command Advisory Services, Inc.51,594$1.01M0.01%+10,91913F-HRTimeline
Towne Trust Company, N.A50,951$998K0.35%+5,19513F-HRTimeline
Independence Bank of Kentucky49,037$961K0.15%+1,93213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …48,723$956K0.06%+15913F-HRTimelineGroup
Vermillion & White Wealth Management Gr…48,724$955K0.69%-88613F-HRTimeline
Cypress Wealth Services, LLC48,089$942K0.19%+22513F-HRTimeline
Coordinated Financial Services, Inc./CO47,700$934K0.72%13F-HRTimeline
WEBSTER BANK, N. A.46,186$905K0.1%+5,10013F-HRTimeline
Tyler-Stone Wealth Management46,020$902K0.16%+24,11513F-HRTimeline
Cynosure Group, LLC45,719$896K0.12%013F-HRTimeline
Apella Capital, LLC45,331$888K0.03%+1,64513F-HRTimeline
Insight Wealth Partners, LLC44,711$876K0.53%+5,96713F-HRTimeline
YANKCOM Partnership44,578$873K0.48%-45913F-HRTimeline
Heritage Trust Co44,377$869K0.11%+5,38013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …43,127$845K0.01%+23,40313F-HRTimelineGroup
Western Financial Corp/CA42,044$824K0.48%+32813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC40,060$785K<0.01%+67813F-HRTimelineGroup
Koss-Olinger Consulting, LLC39,860$781K0.07%+69413F-HRTimeline
Comprehensive Financial Consultants Ins…39,795$780K0.28%+2,53713F-HRTimeline