Skip to content
Disclosery

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
Lido Advisors, LLCin group Lido Advisors, LLC49,557,795$974M5.11%+20,413,24613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,882,353$175M0.01%+234,32913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,224,885$122M0.03%+287,29113F-HRTimelineGroup
LPL Financial LLC5,250,884$103M0.03%+221,62713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,815,374$94.6M0.01%+58,93713F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,000,991$78.6M0.02%+393,71613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,650,888$71.7M0.02%-244,28413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,984,509$58.6M0.01%+364,17313F-HRTimelineGroup
Clearstead Advisors, LLC2,777,610$54.6M0.77%+80,30813F-HRTimeline
Avior Wealth Management, LLC2,426,509$47.7M1.65%+5,47013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,415,100$47.5M2.99%+6,05513F-HRTimelineGroup
MAI Capital Management2,410,055$47.4M0.33%+122,57613F-HRTimeline
Bluespring Wealth Management, LLC1,675,353$32.9M3.13%+90,01413F-HRTimeline
DAVIS R M INC1,617,265$31.8M0.59%+50,76913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,452,466$28.5M0.37%-78,98113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,419,533$27.9M0.01%+61,87113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC1,298,090$25.5M0.07%+152,21313F-HRTimeline
TLWM1,159,357$22.8M4.33%+11,59613F-HRTimeline
Anchor Investment Management, LLC1,086,314$21.3M1.87%+40,11113F-HRTimeline
MONECO ADVISORS, LLC1,085,086$21.3M1.98%+146,32213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,060,598$20.8M0.02%+70,19213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,055,476$20.7M0.04%-5,87713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC949,611$18.6M<0.01%+17913F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC944,028$18.6M1.97%-123,57813F-HRTimeline
Cambridge Investment Research Advisors,…923,717$18.2M0.06%+121,30313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp901,386$17.7M0.4%+57,06113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC859,800$16.9M0.02%-381,79213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.844,898$16.6M0.03%+67,66213F-HRTimelineGroup
Legacy Financial Group LLC812,048$16M2.23%-45,42313F-HRTimeline
Janney Montgomery Scott LLC802,891$15.8M0.04%-67,10613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS784,423$15.4M0.03%+31,44013F-HRTimeline
Clark Asset Management, LLC749,951$14.7M2.01%+140,63213F-HRTimeline
Asset Dedication, LLC748,053$14.7M1.07%+12,96713F-HRTimeline
Cornerstone Wealth Management, LLC711,259$14M0.85%+32,85813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC709,191$13.9M<0.01%+28,54413F-HRTimelineGroup
NewEdge Advisors, LLC692,706$13.6M0.07%+78,23813F-HRTimeline
KIRR MARBACH & CO LLC /IN/684,997$13.5M2.66%+28,73713F-HRTimeline
HUB Investment Partners, LLC622,372$12.2M0.43%+24,54013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC613,937$12.1M0.02%+33,69113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding576,881$11.3M+270,334Timeline
AA Financial Advisors, LLC567,995$11.2M2.41%+1,92013F-HRTimeline
Ironwood Financial, llc515,237$10.1M2.16%013F-HRTimeline
Goepper Burkhardt LLC512,527$10.1M3.71%+22,72713F-HRTimeline
COOKSON PEIRCE & CO INC508,564$9.99M0.44%+5,12813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth507,778$9.98M0.02%+11,03513F-HRTimelineGroup
Red Spruce Capital, LLC496,580$9.76M4.23%+1,44313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC480,767$9.45M3.22%+30,10913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.479,795$9.43M1.44%+1,65013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP448,870$8.82M0.01%-32,27413F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC439,971$8.65M0.79%+9,35113F-HRTimeline
Straight Path Wealth Management439,526$8.64M2.93%+42,77513F-HRTimeline
GPM Growth Investors, Inc.437,196$8.59M3.41%+16,88113F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.432,241$8.51M7.01%+13,34413F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL417,584$8.21M0.18%-10713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding416,900$8.19M+48,018Timeline
BCS Wealth Management390,775$7.68M1.65%+14,95113F-HRTimeline
Sanctuary Advisors, LLC387,235$7.61M0.05%+33,60613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC380,731$7.48M1.26%-76913F-HRTimeline
Sound Stewardship, LLC373,666$7.34M3.79%+9,46213F-HRTimeline
VestGen Advisors, LLC362,645$7.14M0.28%+20,24413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA343,326$6.75M1.47%+13,99213F-HRTimeline
HighTower Advisors, LLC339,004$6.66M0.01%-60,85313F-HRTimeline
Carnegie Investment Counsel336,298$6.61M0.13%+10,83113F-HRTimeline
Genesis Wealth Advisors, LLC334,549$6.57M4.93%+12,95913F-HRTimeline
Gryphon Financial Partners LLC331,295$6.51M0.85%013F-HRTimeline
Marietta Wealth Management, LLC322,223$6.33M0.83%+4,31313F-HRTimeline
Meriwether Wealth & Planning, LLC319,044$6.27M3.93%+5,24413F-HRTimeline
Private Advisor Group, LLC316,725$6.22M0.03%-67,20113F-HRTimeline
Carmel Capital Partners, LLC301,243$5.92M2.08%+19,37513F-HRTimeline
Ledgewood Wealth Advisors, LLC295,702$5.81M3.66%+8,21413F-HRTimeline
Integrated Wealth Concepts LLC290,189$5.7M0.06%+5,53313F-HRTimeline
Ausdal Financial Partners, Inc.282,553$5.55M0.37%new13F-HRTimeline
FCA CORP /TX276,241$5.43M1.63%+9,54113F-HRTimeline
MORTON COMMUNITY BANK269,466$5.3M1.32%-4,91013F-HRTimeline
Souders Financial Advisors266,894$5.24M0.67%+10,39813F-HRTimeline
McCarthy & Cox263,792$5.18M1.36%+12,67513F-HRTimeline
MGO ONE SEVEN LLC262,997$5.17M0.17%+24,80113F-HRTimeline
Laurel Wealth Advisors LLC261,699$5.14M0.77%+6,39613F-HR/ATimeline
Atria Wealth Solutions, Inc.251,093$4.93M0.11%-24,63713F-HRTimeline
SFE Investment Counsel245,436$4.82M0.85%+30,16513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC244,051$4.8M2.42%+27713F-HRTimeline
Geneos Wealth Management Inc.243,148$4.78M0.12%-78,67513F-HRTimeline
EP Wealth Advisors, LLC242,104$4.76M0.03%-4,35513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP241,046$4.74M<0.01%+40,19613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO231,231$4.54M<0.01%-110,36713F-HRTimelineGroup
Cetera Investment Advisers227,043$4.46M0.01%+34,22013F-HRTimeline
Trilogy Capital Inc.222,479$4.37M0.21%-9,17813F-HRTimeline
ProVise Management Group, LLC218,666$4.3M0.34%+12,30013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…210,523$4.14M0.01%-1,38213F-HRTimeline
Berger Financial Group, Inc205,294$4.03M0.26%+1,12313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …204,481$4.02M0.55%+29,85013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…200,699$3.94M0.01%new13F-HR/ATimelineGroup
Coastal Bridge Advisors, LLC200,579$3.94M0.33%+46213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.198,093$3.89M0.03%+14,99113F-HRTimelineGroup
Aspen Investment Management Inc193,320$3.8M1.6%+24,66013F-HRTimeline
Farnam Financial LLC189,438$3.72M3.35%+31,91313F-HRTimeline
Horizons Wealth Management186,355$3.66M2.65%+2,26613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…185,160$3.64M1.41%-186,15013F-HRTimeline
Pinnacle Financial Group, LLC / IL179,761$3.53M1.18%+17,74013F-HRTimeline
S.E.E.D. Planning Group LLC178,168$3.5M1.1%+1,51513F-HRTimeline
Infinity Wealth Counsel, LLC177,805$3.49M3.53%+2,55813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC174,068$3.42M0.28%+7,54613F-HRTimeline
Old Port Advisors173,665$3.41M0.93%+30,29413F-HRTimeline
VISTA INVESTMENT MANAGEMENT173,429$3.41M1.26%-6,83013F-HRTimeline
Empirical Financial Services, LLC d.b.a…173,053$3.4M0.08%+7,84913F-HRTimeline
AlphaStar Capital Management, LLC168,329$3.31M0.23%+36,19413F-HRTimeline
Allworth Financial LP162,917$3.2M0.02%+1013F-HRTimeline
Hennion & Walsh Asset Management, Inc.158,046$3.11M0.13%-4,81313F-HRTimeline
Creative Planningin group Creative Planning153,256$3.01M<0.01%-6,97813F-HRTimelineGroup
Atria Investments, Inc145,721$2.86M0.03%-1,24213F-HRTimeline
Tenon Financial LLC137,728$2.71M1.2%+6,55113F-HRTimeline
Prospera Financial Services Inc137,394$2.7M0.05%+7,00913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.137,240$2.7M0.01%-24,02413F-HRTimeline
Waverly Advisors, LLC135,146$2.66M0.03%+7,62113F-HRTimeline
Gladstone Institutional Advisory LLC133,372$2.62M0.11%-59613F-HRTimeline
Richmond Investment Services, LLC132,734$2.61M0.55%+76,69613F-HRTimeline
&PARTNERS132,649$2.61M0.02%+110,36613F-HRTimeline
River Street Advisors LLC131,491$2.58M1.11%+10,65713F-HRTimeline
CRA Financial Services, LLC131,120$2.58M0.39%+10,26713F-HRTimeline
Matthew Goff Investment Advisor, LLC130,524$2.56M0.47%-6,28013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC128,310$2.52M0.74%-88613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…127,781$2.51M<0.01%+11,28513F-HRTimelineGroup
Addison Advisors LLC122,772$2.41M0.6%-98,16413F-HRTimeline
Milestones Private Investment Advisors …119,394$2.35M1.74%13F-HRTimeline
Blue Barn Wealth, LLC116,613$2.29M1.08%+61713F-HRTimeline
Ellevest, Inc.115,980$2.28M0.36%+1,84013F-HRTimeline
Wilkins Miller Wealth Management, LLC114,769$2.26M1.53%+2,34213F-HRTimeline
Paradiem, LLC114,033$2.24M0.57%-1013F-HRTimeline
Opulen Financial Group LLC105,069$2.06M1.69%+5,68013F-HRTimeline
River Wealth Advisors LLC104,724$2.06M0.26%+9,80213F-HRTimeline
J.W. COLE ADVISORS, INC.102,579$2.02M0.04%+1,18113F-HRTimeline
MONTAG A & ASSOCIATES INC102,320$2.01M0.1%-23,08913F-HRTimeline
TFR Capital, LLC.102,039$2.01M0.73%+9,32913F-HR/ATimeline
FLOW TRADERS U.S. LLC101,114$1.99M0.07%new13F-HRTimeline
Roundview Capital LLC97,750$1.92M0.13%013F-HRTimeline
Legacy Private Trust Co.93,424$1.84M0.12%-9,98113F-HRTimeline
Oder Investment Management, LLC90,975$1.79M1.35%+7,75313F-HRTimeline
Masso Torrence Wealth Management Inc.90,300$1.77M0.82%+4,70413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…90,083$1.77M0.02%-6,45713F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.88,581$1.74M0.08%-42513F-HRTimeline
Lantz Financial LLC88,408$1.74M0.43%+7,56413F-HRTimeline
Pacific Wealth Strategies Group, Inc.86,619$1.7M1.11%+63,64113F-HRTimeline
Steward Partners Investment Advisory, L…86,194$1.69M0.01%-52,45013F-HRTimeline
Oliver Luxxe Assets LLC85,723$1.68M0.3%-19,04613F-HRTimeline
HANOVER ADVISORS INC84,539$1.66M0.68%+1,24013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH82,907$1.63M0.46%+88613F-HRTimeline
EVEXIA WEALTH LLC80,757$1.59M0.5%-38,98913F-HRTimeline
CWM, LLCin group CWM, LLC80,878$1.59M0.01%+69613F-HRTimelineGroup
SEMITAM BONAM LLC80,055$1.57M1.48%13F-HRTimeline
Aptus Capital Advisors, LLC78,609$1.54M0.02%+81213F-HRTimeline
Redwood Financial Network Corp76,078$1.49M1.01%+1,38113F-HRTimeline
BEACON FINANCIAL GROUP75,825$1.49M0.16%+23,71213F-HRTimeline
HB Wealth Management, LLC75,007$1.47M0.01%+42,38313F-HRTimeline
Beaumont Financial Advisors, LLC74,691$1.47M0.11%-1,63213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC73,852$1.45M0.01%-1,29213F-HRTimelineGroup
IHT Wealth Management, LLC73,460$1.44M0.04%+2,14213F-HRTimeline
Leo Wealth, LLC72,014$1.42M0.11%+61,87213F-HRTimeline
Accurate Wealth Management, LLC70,078$1.38M0.21%new13F-HRTimeline
Wingate Wealth Advisors, Inc.69,422$1.36M1.21%+3,09613F-HRTimeline
HARBOUR INVESTMENTS, INC.67,311$1.32M0.03%+1,42213F-HRTimeline
Key Financial Inc67,181$1.32M0.27%+4,90513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…67,105$1.32M0.05%new13F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC66,710$1.31M0.09%013F-HRTimeline
Sigma Planning Corp64,421$1.27M0.04%+6,33313F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC63,627$1.25M0.37%+1,87513F-HRTimeline
Redmond Asset Management, LLC63,067$1.24M0.3%+4,12913F-HRTimeline
ArborFi Advisors, LLC62,785$1.23M1.09%+1,30913F-HRTimeline
Good Life Advisors, LLC62,695$1.23M0.08%-16,21613F-HRTimeline
RPg Family Wealth Advisory, LLC62,091$1.22M0.32%013F-HRTimeline
Segment Wealth Management, LLC61,897$1.22M0.08%-1,89513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC61,863$1.22M0.14%-2,78613F-HRTimeline
First Command Advisory Services, Inc.61,306$1.2M0.01%+9,71213F-HRTimeline
Apeiron RIA LLC58,921$1.16M0.3%+4,32313F-HRTimeline
CW Advisors, LLC58,306$1.15M0.01%+1,98713F-HRTimeline
Kessler Investment Group, LLC57,312$1.13M0.46%-15213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC56,905$1.12M0.04%+3,79013F-HRTimelineGroup
SHUFRO ROSE & CO LLC56,267$1.1M0.09%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC55,991$1.1M0.08%+57113F-HRTimeline
Flaharty Asset Management, LLC55,969$1.1M0.15%013F-HR/ATimeline
Heritage Trust Co55,384$1.09M0.13%+11,00713F-HRTimeline
Kohmann Bosshard Financial Services, LLC55,172$1.08M0.12%+19713F-HRTimeline
Freedom Investment Management, Inc.54,846$1.08M0.09%-38813F-HRTimeline
Vantage Point Financial LLC54,796$1.08M0.47%-79013F-HRTimeline
Towne Trust Company, N.A52,951$1.04M0.36%+2,00013F-HR/ATimeline
Coordinated Financial Services, Inc.52,410$1.03M0.71%13F-HRTimeline
Astoria Portfolio Advisors LLC.51,503$1.01M0.28%-16,28613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …51,200$1.01M0.04%+2,47713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,119$1M<0.01%new13F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …50,773$998K0.01%+7,64613F-HR/ATimelineGroup
Independence Bank of Kentucky50,644$995K0.14%+1,60713F-HRTimeline
COMERICA BANK50,357$990K<0.01%-12,46813F-HRTimeline
Hobbs Group Advisors, LLC47,454$932K0.32%-7,54213F-HRTimeline
Cypress Wealth Services, LLC47,368$931K0.17%-72113F-HRTimeline
Tyler-Stone Wealth Management47,010$924K0.15%+99013F-HRTimeline
Insight Wealth Partners, LLC46,712$918K0.51%+2,00113F-HRTimeline
WEBSTER BANK, N. A.46,186$908K0.09%013F-HRTimeline
YANKCOM Partnership46,113$906K0.44%+1,53513F-HRTimeline
Cynosure Group, LLC45,719$898K0.1%013F-HRTimeline
Apella Capital, LLC44,489$874K0.02%-84213F-HRTimeline
Strathmore Capital Advisors, Inc.44,280$870K0.38%13F-HRTimeline