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Disclosery

BSCR INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

379 managers (383 13F filers) reported a position in BSCR shares at 2025-12-31, 182,879,335 shares in all. 29 filers opened a position and 17 filers sold out during the quarter.

Managers
379
13F filers
383
New
29
Added
200
Reduced
83
Sold out
17
Shares held by filers
182,879,335

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Lido Advisors, LLCin group Lido Advisors, LLC66,837,029$1.32B5.19%+2,209,92513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,382,016$205M0.01%+1,023,79013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,164,097$141M0.03%+558,80313F-HRTimelineGroup
LPL Financial LLC6,738,930$133M0.04%+532,06713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,016,521$99M0.01%+131,15913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,255,837$84M0.03%+357,97813F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,219,631$83.3M0.02%-14,02413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,450,521$68.1M0.01%+65,74413F-HRTimelineGroup
MAI Capital Management2,907,934$57.4M0.33%+407,90213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,527,006$49.9M2.9%+24,40713F-HRTimelineGroup
Avior Wealth Management, LLC2,377,359$46.9M1.46%-85,07413F-HRTimeline
MML INVESTORS SERVICES, LLC1,924,776$38M0.09%+262,29713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,835,898$36.2M0.01%+169,84413F-HRTimelineGroup
Bluespring Wealth Management, LLC1,817,835$35.9M3.09%+49,99413F-HRTimeline
DAVIS R M INC1,665,961$32.9M0.57%+31,38413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,569,087$31M0.05%+712,25313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,487,744$29.4M0.34%+23,23813F-HRTimelineGroup
MONECO ADVISORS, LLC1,308,480$25.8M2.05%+66,61413F-HRTimeline
TLWM1,216,436$24M4.4%+34,15313F-HRTimeline
Anchor Investment Management, LLC1,214,932$24M1.95%+86,04813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,204,671$23.8M0.03%+97,98113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,162,676$23M0.02%+71,01813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,138,501$22.5M0.01%+42,20913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,111,754$21.9M0.41%+76,87213F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,094,570$21.6M0.06%+113,97313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,054,839$20.8M0.03%+93,96413F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC1,005,908$19.9M1.62%+64,01913F-HRTimeline
Clark Asset Management, LLC1,000,695$19.8M2.05%+141,55113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS993,145$19.6M0.04%+64,56813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC921,744$18.2M0.01%+91,64513F-HRTimelineGroup
Legacy Financial Group LLC915,861$18.1M2.23%+66,09913F-HRTimeline
Asset Dedication, LLC882,010$17.4M1.14%+89,38313F-HRTimeline
BCS Wealth Management800,215$15.8M1.6%+418,59113F-HRTimeline
Cornerstone Wealth Management, LLC777,869$15.4M0.8%+24,41913F-HRTimeline
Janney Montgomery Scott LLC763,183$15.1M0.03%-24,84913F-HRTimeline
KIRR MARBACH & CO LLC /IN/755,028$14.9M2.85%+45,48013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding726,788$14.3M+84,206Timeline
NewEdge Advisors, LLC726,534$14.3M0.05%-28,24813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth645,845$12.7M0.01%+123,64913F-HRTimelineGroup
HUB Investment Partners, LLC643,896$12.7M0.35%+17,92113F-HRTimeline
AA Financial Advisors, LLC635,936$12.6M2.32%+4,89013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding633,437$12.5M+99,219Timeline
Goepper Burkhardt LLC578,295$11.4M3.72%+64,10213F-HRTimeline
COOKSON PEIRCE & CO INC560,241$11.1M0.46%+33,19113F-HRTimeline
Ironwood Financial, llc524,036$10.3M1.75%-7,67513F-HRTimeline
Straight Path Wealth Management518,102$10.2M2.76%+24,03913F-HRTimeline
Sanctuary Advisors, LLC514,357$10.2M0.06%+65,29013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC510,479$10.1M3.01%+25,38613F-HRTimeline
Ledgewood Wealth Advisors, LLC509,794$10.1M5.8%+204,17213F-HRTimeline
KICKSTAND VENTURES, LLC.509,030$10M2.12%+54,58713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC507,623$10M0.01%-144,39213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.487,915$9.63M1.37%-15,18013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP477,480$9.43M0.01%+7,79513F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL470,122$9.28M0.2%+31,74913F-HRTimeline
Clearstead Advisors, LLC466,385$9.21M0.12%-1,508,89513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC463,156$9.14M0.77%+10,86313F-HRTimeline
Cetera Investment Advisers453,395$8.95M0.01%+76,91813F-HRTimeline
Cornerstone Planning, LLC440,019$8.69M2.02%13F-HRTimeline
Legacy Private Trust Co.436,152$8.61M0.51%+342,94313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA416,892$8.23M1.65%+37,18913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP414,884$8.19M<0.01%+61,66613F-HRTimelineGroup
Sound Stewardship, LLC410,365$8.1M3.88%+22,70713F-HRTimeline
MGO ONE SEVEN LLC375,526$7.41M0.15%+49,60513F-HRTimeline
Lantz Financial LLC366,578$7.24M1.53%+270,58613F-HRTimeline
Marietta Wealth Management, LLC358,194$7.07M0.82%+20,47713F-HRTimeline
HighTower Advisors, LLC352,620$6.96M0.01%+10,12913F-HRTimeline
Genesis Wealth Advisors, LLC351,204$6.93M4.75%+15,25213F-HRTimeline
Meriwether Wealth & Planning, LLC339,508$6.7M3.78%+11,89013F-HRTimeline
Red Spruce Capital, LLC317,620$6.54M2.61%-185,15713F-HRTimeline
Gryphon Financial Partners LLC331,295$6.54M0.7%013F-HRTimeline
Carnegie Investment Counsel329,212$6.5M0.12%-10,40413F-HRTimeline
FCA CORP /TX315,633$6.23M1.76%+19,53213F-HRTimeline
Laurel Wealth Advisors LLC307,621$6.07M0.8%+20,45113F-HRTimeline
MORTON COMMUNITY BANK291,620$5.76M1.24%+11,97413F-HRTimeline
Private Advisor Group, LLC287,877$5.68M0.03%-17,81613F-HRTimeline
ProVise Management Group, LLC287,723$5.68M0.4%+54,72213F-HRTimeline
SFE Investment Counsel283,194$5.59M0.87%+26,63813F-HRTimeline
Farnam Financial LLC279,818$5.52M4.16%+42,64513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC278,438$5.5M2.4%+25,56713F-HRTimeline
Souders Financial Advisors274,278$5.41M0.62%+8,31613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …268,036$5.29M0.69%+39,90413F-HRTimeline
KINTRA WEALTH, LLC262,626$5.18M0.72%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.248,971$4.91M0.03%+37,62913F-HRTimelineGroup
EP Wealth Advisors, LLC243,733$4.81M0.02%13F-HRTimeline
NorthAvenue LLC238,168$4.7M3.89%13F-HRTimeline
Integrated Wealth Concepts LLC235,517$4.65M0.06%+5,52313F-HRTimeline
Ellevest, Inc.231,080$4.56M0.63%+111,36313F-HRTimeline
Trilogy Capital Inc.227,698$4.49M0.2%+8,97313F-HRTimeline
&PARTNERS223,807$4.42M0.02%+94,28113F-HRTimeline
Summit Financial, LLC223,336$4.41M0.06%+4,29413F-HRTimeline
Coastline Complete Wealth LLC219,528$4.33M2.73%13F-HRTimeline
Geneos Wealth Management Inc.218,051$4.3M0.11%+12,64613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…213,374$4.21M0.01%+2,36413F-HRTimeline
WEBSTER BANK, N. A.206,908$4.08M0.38%+107,22113F-HRTimeline
Coastal Bridge Advisors, LLC205,202$4.05M0.3%+4,46713F-HRTimeline
EVEXIA WEALTH LLC204,199$4.03M1.13%+118,87413F-HRTimeline
Old Port Advisors203,112$4.01M0.99%+10,05513F-HRTimeline
Berger Financial Group, Inc199,548$3.94M0.23%-41413F-HRTimeline
CRA Financial Services, LLC196,453$3.88M0.51%-513F-HRTimeline
Aspen Investment Management Inc192,045$3.79M1.14%-30013F-HRTimeline
Carroll Advisory Group, LLC190,103$3.75M1.62%13F-HRTimeline
Horizons Wealth Management189,582$3.74M2.49%+38013F-HRTimeline
Infinity Wealth Counsel, LLC185,290$3.66M3.33%+9,13513F-HRTimeline
Pinnacle Financial Group, LLC / IL182,624$3.6M1.05%-3,31613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC182,174$3.6M0.27%+4,22213F-HRTimeline
Atria Investments, Inc181,471$3.58M0.04%+26,26413F-HRTimeline
S.E.E.D. Planning Group LLC177,184$3.5M1%-6,55813F-HRTimeline
Empirical Financial Services, LLC d.b.a…176,606$3.49M0.06%+2,05313F-HRTimeline
Waverly Advisors, LLC173,894$3.43M0.03%+24,46613F-HRTimeline
Prospera Financial Services Inc168,151$3.32M0.05%+17,32013F-HRTimeline
Tenon Financial LLC159,595$3.15M1.33%+7,87313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…159,256$3.14M<0.01%+2,47613F-HR/ATimelineGroup
Rothschild Wealth LLC158,004$3.12M0.3%new13F-HR/ATimeline
AlphaStar Capital Management, LLC157,976$3.12M0.23%+9,99513F-HRTimeline
Farther Finance Advisors, LLC157,235$3.1M0.03%+102,54913F-HRTimeline
Allworth Financial LP156,594$3.09M0.01%-4,00113F-HRTimeline
Livet Wealth, LLC156,560$3.09M1.9%13F-HRTimeline
VISTA INVESTMENT MANAGEMENT156,423$3.09M1.02%-12,93213F-HRTimeline
River Street Advisors LLC154,537$3.05M1.14%+15,20313F-HRTimeline
TFR Capital, LLC.150,271$2.97M0.98%+26,32213F-HRTimeline
Pacific Wealth Strategies Group, Inc.149,381$2.95M1.67%+57,42913F-HRTimeline
Richmond Investment Services, LLC146,982$2.9M0.5%+18,46713F-HRTimeline
Ark Wealth Advisors LLC141,579$2.79M3.01%13F-HRTimeline
Addison Advisors LLC141,562$2.79M0.63%+9,54013F-HRTimeline
Gladstone Institutional Advisory LLC138,391$2.73M0.1%+84713F-HRTimeline
Steward Partners Investment Advisory, L…136,614$2.7M0.01%+13,07013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC136,322$2.69M0.6%+7,74913F-HRTimeline
Milestones Private Investment Advisors …134,468$2.65M1.83%+5,50913F-HRTimeline
VestGen Advisors, LLC133,928$2.64M0.11%-247,59113F-HRTimeline
J.W. COLE ADVISORS, INC.127,551$2.52M0.06%+18,75213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…118,746$2.34M0.03%+16,57713F-HRTimelineGroup
Paradiem, LLC114,033$2.25M0.54%013F-HRTimeline
Opulen Financial Group LLC113,417$2.24M1.63%+2,06013F-HRTimeline
Beacon Pointe Advisors, LLC109,082$2.15M0.02%+98,94213F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS107,560$2.12M1.11%13F-HRTimeline
Creative Planningin group Creative Planning107,179$2.12M<0.01%-35,21113F-HRTimelineGroup
Leo Wealth, LLC105,023$2.07M0.15%+94,88113F-HRTimeline
IHT Wealth Management, LLC104,427$2.06M0.05%+20,92513F-HRTimeline
Oder Investment Management, LLC102,973$2.03M1.47%+6,30013F-HRTimeline
Wilkins Miller Wealth Management, LLC100,800$1.99M1.19%-1,56813F-HRTimeline
Key Financial Inc99,389$1.96M0.36%+28,39813F-HRTimeline
Hennion & Walsh Asset Management, Inc.98,362$1.94M0.07%-29,41213F-HRTimeline
Roundview Capital LLC97,750$1.93M0.12%013F-HRTimeline
Ausdal Financial Partners, Inc.95,615$1.89M0.09%-291,96313F-HRTimeline
River Wealth Advisors LLC95,002$1.88M0.21%-8,15613F-HRTimeline
OLD MISSION CAPITAL LLC92,208$1.82M0.07%new13F-HRTimeline
Wagner Wealth Management, Corp89,271$1.76M1.74%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.88,682$1.75M0.07%+5613F-HRTimeline
Redmond Asset Management, LLC88,408$1.75M0.44%+3,18013F-HRTimeline
SEMITAM BONAM LLC87,288$1.72M1.43%+5,90813F-HRTimeline
HB Wealth Management, LLC86,772$1.71M0.01%+3,69213F-HRTimeline
HANOVER ADVISORS INC85,684$1.69M0.66%+1,52113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …85,157$1.68M0.05%+20,10413F-HRTimelineGroup
Oliver Luxxe Assets LLC85,160$1.68M0.26%-2,88513F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH84,726$1.67M0.4%+90113F-HRTimeline
Newport Capital Group, LLC82,409$1.63M0.99%+87713F-HR/ATimeline
Aptus Capital Advisors, LLC82,227$1.62M0.01%+4,49513F-HRTimeline
XY Planning Network, Inc.81,922$1.62M0.28%+52,22813F-HRTimeline
Redwood Financial Network Corp80,899$1.6M1.02%+2,22913F-HRTimeline
CWM, LLCin group CWM, LLC79,816$1.58M<0.01%+4,59313F-HRTimelineGroup
BEACON FINANCIAL GROUP77,328$1.53M0.15%-15,75313F-HRTimeline
MONTAG A & ASSOCIATES INC76,974$1.52M0.07%-17,80713F-HRTimeline
Gambit Capital Management, LLC74,845$1.48M1.06%13F-HRTimeline
Beaumont Financial Advisors, LLC74,501$1.47M0.1%+52213F-HRTimeline
Strategic Family Wealth Counselors, L.L…74,567$1.47M0.33%+25,65713F-HRTimeline
Tempo Wealth, LLC73,001$1.44M0.26%13F-HRTimeline
Accurate Wealth Management, LLC72,498$1.43M0.18%+52513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC71,839$1.42M0.55%new13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC71,486$1.41M0.38%+4,98813F-HRTimeline
SHUFRO ROSE & CO LLC70,688$1.4M0.09%+14,42113F-HRTimeline
Segment Wealth Management, LLC70,577$1.39M0.08%+9,08513F-HRTimeline
Wingate Wealth Advisors, Inc.70,542$1.39M0.78%+54513F-HRTimeline
Sigma Planning Corp68,447$1.35M0.04%-69313F-HRTimeline
ArborFi Advisors, LLC66,775$1.32M1.07%-46113F-HRTimeline
Decker Wealth Management LLC66,091$1.3M0.29%13F-HRTimeline
EVERPAR ADVISORS LLC63,958$1.26M0.47%+2,45613F-HRTimeline
Heritage Trust Co63,772$1.26M0.13%+6,84113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC63,513$1.25M0.16%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…62,813$1.24M0.04%-129,90813F-HRTimelineGroup
Towne Trust Company, N.A62,709$1.24M0.39%+6,27013F-HRTimeline
RPg Family Wealth Advisory, LLC61,668$1.22M0.27%-42313F-HRTimeline
HARBOUR INVESTMENTS, INC.61,288$1.21M0.02%-6,76413F-HRTimeline
Keel Point, LLC61,139$1.21M0.07%+25,98613F-HRTimeline
Astoria Portfolio Advisors LLC.59,208$1.17M0.27%+3,66313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC59,112$1.17M0.07%+4,24913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC58,532$1.16M0.07%-3,93713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …58,494$1.16M0.01%+10,40213F-HRTimelineGroup
Apeiron RIA LLC57,113$1.13M0.23%-2,11913F-HRTimeline
Kessler Investment Group, LLC56,080$1.11M0.47%-1,03413F-HRTimeline
Flaharty Asset Management, LLC55,969$1.1M0.14%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC55,846$1.1M0.1%+31913F-HRTimeline
COMERICA BANK54,512$1.08M<0.01%+3,29413F-HRTimeline
Apella Capital, LLC54,478$1.08M0.02%-45713F-HRTimeline
Independence Bank of Kentucky54,025$1.07M0.13%+21613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53,321$1.05M0.03%-2,51013F-HR/ATimelineGroup
OneDigital Investment Advisors LLC53,015$1.05M0.01%+19,52713F-HRTimeline
Belpointe Asset Management LLC52,434$1.04M0.04%+39,79613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC52,402$1.03M0.16%-315,88213F-HRTimeline
Opus Financial Solutions LLC50,769$1M0.95%13F-HRTimeline
Net Worth Advisory Group50,557$998K0.2%+30,89713F-HRTimeline