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Disclosery

BSCR INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

398 managers (402 13F filers) reported a position in BSCR shares at 2026-03-31, 198,657,292 shares in all. 36 filers opened a position and 18 filers sold out during the quarter.

Managers
398
13F filers
402
New
36
Added
205
Reduced
98
Sold out
18
Shares held by filers
198,657,292

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC70,691,925$1.4B5.49%+3,854,89613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,310,732$202M0.01%-71,28413F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,230,609$162M0.03%+4,010,97813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,284,086$143M0.03%+119,98913F-HR/ATimelineGroup
LPL Financial LLC7,170,992$141M0.04%+432,06213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,036,134$118M0.04%+1,780,29713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,588,500$110M0.01%+571,97913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,693,513$72.5M0.01%+242,99213F-HRTimelineGroup
MAI Capital Management3,055,562$60M0.34%+147,62813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,649,128$52M2.51%+122,12213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,390,339$46.9M0.01%+554,44113F-HRTimelineGroup
Avior Wealth Management, LLC2,202,366$43.2M1.23%-174,99313F-HRTimeline
Bluespring Wealth Management, LLC1,914,503$37.6M3.24%+96,66813F-HRTimeline
MML INVESTORS SERVICES, LLC1,808,289$35.5M0.1%-116,48713F-HRTimeline
DAVIS R M INC1,725,794$33.9M0.6%+59,83313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,512,678$29.7M0.34%+24,93413F-HRTimelineGroup
MONECO ADVISORS, LLC1,370,872$26.9M2.09%+62,39213F-HRTimeline
TLWM1,315,656$25.8M4.65%+99,22013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,311,492$25.7M0.04%+106,82113F-HRTimelineGroup
Anchor Investment Management, LLC1,229,743$24.1M2.01%+14,81113F-HRTimeline
Clark Asset Management, LLC1,188,847$23.3M2.19%+188,15213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,185,495$23.3M0.45%+73,74113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,180,122$23.2M0.02%+17,44613F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,149,254$22.6M0.06%+54,68413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,124,927$22.1M0.04%-444,16013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,065,599$20.9M0.01%+143,85513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,065,504$20.9M<0.01%-72,99713F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS999,758$19.6M0.03%+6,61313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.942,629$18.5M0.03%-112,21013F-HRTimelineGroup
Legacy Financial Group LLC926,547$18.2M2.29%+10,68613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding893,878$17.5M+167,090Timeline
Cornerstone Wealth Management, LLC850,379$16.7M0.83%+72,51013F-HRTimeline
Financial Solutions Advisory Group, Inc.845,626$16.6M2.29%13F-HRTimeline
Asset Dedication, LLC842,024$16.5M1.16%-39,98613F-HRTimeline
Independent Advisor Alliance838,926$16.5M0.18%new13F-HRTimeline
Cetera Investment Advisers803,989$15.8M0.02%+350,59413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA796,038$15.6M3.23%+379,14613F-HRTimeline
KIRR MARBACH & CO LLC /IN/772,551$15.2M2.76%+17,52313F-HRTimeline
NewEdge Advisors, LLC740,686$14.5M0.05%+14,15213F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth677,778$13.3M0.01%+31,93313F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding660,054$13M+26,617Timeline
Janney Montgomery Scott LLC658,730$12.9M0.03%-104,45313F-HRTimeline
Goepper Burkhardt LLC640,877$12.6M4.2%+62,58213F-HRTimeline
Sanctuary Advisors, LLC591,655$11.6M0.06%+77,29813F-HRTimeline
COOKSON PEIRCE & CO INC564,899$11.1M0.47%+4,65813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC550,755$10.8M2.95%+40,27613F-HRTimeline
Ledgewood Wealth Advisors, LLC547,416$10.7M6.05%+37,62213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC542,892$10.7M0.01%+35,26913F-HRTimeline
Straight Path Wealth Management541,776$10.6M2.84%+23,67413F-HRTimeline
AA Financial Advisors, LLC536,210$10.5M1.48%-99,72613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP534,314$10.5M0.01%+119,43013F-HRTimelineGroup
Red Spruce Capital, LLC522,187$10.2M4.21%+204,56713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.518,415$10.2M1.48%+30,50013F-HRTimeline
Ironwood Financial, llc516,473$10.1M1.77%-7,56313F-HRTimeline
KICKSTAND VENTURES, LLC.512,067$10M2.12%+3,03713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP504,406$9.9M0.01%+26,92613F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL499,426$9.8M0.21%+29,30413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC478,564$9.39M0.82%+15,40813F-HRTimeline
Legacy Private Trust Co.475,122$9.32M0.58%+38,97013F-HRTimeline
Clearstead Advisors, LLC457,033$8.97M0.08%-9,35213F-HRTimeline
Sound Stewardship, LLC431,939$8.48M3.88%+21,57413F-HRTimeline
HUB Investment Partners, LLC420,016$8.24M0.2%-223,88013F-HRTimeline
HighTower Advisors, LLC415,493$8.15M0.01%+62,87313F-HRTimeline
MGO ONE SEVEN LLC396,927$7.79M0.16%+21,40113F-HRTimeline
Lantz Financial LLC394,234$7.74M1.6%+27,65613F-HRTimeline
BCS Wealth Management390,815$7.67M1.57%-409,40013F-HRTimeline
Meriwether Wealth & Planning, LLC380,685$7.47M4.09%+41,17713F-HRTimeline
Marietta Wealth Management, LLC378,608$7.43M0.88%+20,41413F-HRTimeline
Genesis Wealth Advisors, LLC372,338$7.31M4.88%+21,13413F-HRTimeline
FCA CORP /TX349,037$6.85M1.93%+33,40413F-HRTimeline
Cornerstone Planning, LLC343,563$6.75M1.52%-96,45613F-HRTimeline
Carnegie Investment Counsel343,489$6.74M0.13%+14,27713F-HRTimeline
ProVise Management Group, LLC343,054$6.73M0.48%+55,33113F-HRTimeline
Private Advisor Group, LLC339,985$6.67M0.03%+52,10813F-HRTimeline
Gryphon Financial Partners LLC331,295$6.5M0.68%013F-HRTimeline
River Street Advisors LLC316,086$6.2M2.1%+161,54913F-HRTimeline
Laurel Wealth Advisors LLC311,024$6.11M0.6%+3,40313F-HRTimeline
SFE Investment Counsel311,240$6.11M0.98%+28,04613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …299,053$5.87M0.77%+31,01713F-HRTimeline
CVFG LLC296,316$5.82M0.72%new13F-HRTimeline
MORTON COMMUNITY BANK296,000$5.81M1.26%+4,38013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC288,096$5.65M2.38%+9,65813F-HRTimeline
Farnam Financial LLC286,165$5.62M4.62%+6,34713F-HRTimeline
Paradiem, LLC283,777$5.57M1.23%+169,74413F-HRTimeline
Carroll Advisory Group, LLC281,205$5.52M2.14%+91,10213F-HRTimeline
Souders Financial Advisors276,660$5.43M0.62%+2,38213F-HRTimeline
KINTRA WEALTH, LLC275,122$5.4M0.38%+12,49613F-HRTimeline
Beacon Pointe Advisors, LLC267,747$5.25M0.03%+158,66513F-HRTimeline
Coastline Complete Wealth LLC265,173$5.2M3.23%+45,64513F-HRTimeline
Integrated Wealth Concepts LLC262,980$5.16M0.04%+27,46313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.255,117$5.04M0.03%+6,14613F-HRTimelineGroup
NorthAvenue LLC253,094$4.97M3.95%+14,92613F-HRTimeline
&PARTNERS239,136$4.69M0.02%+15,32913F-HRTimeline
WEBSTER BANK, N. A.239,097$4.69M0.44%+32,18913F-HRTimeline
EVEXIA WEALTH LLC237,742$4.68M1.29%+33,54313F-HRTimeline
Trilogy Capital Inc.236,290$4.64M0.21%+8,59213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…233,328$4.58M0.01%new13F-HRTimelineGroup
Ellevest, Inc.232,541$4.56M0.63%+1,46113F-HRTimeline
Geneos Wealth Management Inc.228,405$4.48M0.1%+10,35413F-HRTimeline
EP Wealth Advisors, LLC228,215$4.48M0.02%-15,51813F-HRTimeline
Summit Financial, LLC224,376$4.4M0.06%+1,04013F-HRTimeline
CRA Financial Services, LLC224,014$4.4M0.57%+27,56113F-HRTimeline
Coastal Bridge Advisors, LLC212,632$4.17M0.3%+7,43013F-HRTimeline
CWM, LLCin group CWM, LLC207,813$4.08M0.01%+127,99713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…205,799$4.04M<0.01%+46,54313F-HRTimelineGroup
Old Port Advisors201,995$3.96M0.92%-1,11713F-HRTimeline
Berger Financial Group, Inc198,629$3.9M0.22%-91913F-HRTimeline
Atria Investments, Inc198,321$3.89M0.04%+16,85013F-HRTimeline
Horizons Wealth Management197,215$3.87M2.57%+7,63313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC194,045$3.81M<0.01%new13F-HRTimelineGroup
Aspen Investment Management Inc190,643$3.74M1.15%-1,40213F-HRTimeline
Pinnacle Financial Group, LLC / IL187,879$3.69M1.01%+5,25513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC186,132$3.65M0.29%+3,95813F-HRTimeline
Prospera Financial Services Inc184,804$3.63M0.06%+16,65313F-HRTimeline
Infinity Wealth Counsel, LLC183,443$3.6M3.31%-1,84713F-HRTimeline
S.E.E.D. Planning Group LLC180,894$3.55M1.03%+3,71013F-HRTimeline
Waverly Advisors, LLC179,087$3.51M0.03%+5,19313F-HRTimeline
Tenon Financial LLC178,875$3.51M1.38%+19,28013F-HRTimeline
Empirical Financial Services, LLC d.b.a…175,813$3.45M0.06%-79313F-HRTimeline
Allworth Financial LP171,511$3.37M0.01%+14,91713F-HRTimeline
Livet Wealth, LLC167,578$3.29M2.09%+11,01813F-HRTimeline
AlphaStar Capital Management, LLC164,623$3.23M0.24%+6,64713F-HRTimeline
Ark Wealth Advisors LLC160,815$3.16M3.13%+19,23613F-HRTimeline
Pacific Wealth Strategies Group, Inc.157,936$3.1M1.93%+8,55513F-HRTimeline
Rothschild Wealth LLC157,294$3.09M0.28%-71013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO157,291$3.08M<0.01%+151,96613F-HR/ATimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC154,878$3.04M0.64%+18,55613F-HRTimeline
Addison Advisors LLC152,758$3M0.66%+11,19613F-HRTimeline
TFR Capital, LLC.152,110$2.99M0.92%+1,83913F-HRTimeline
VestGen Advisors, LLC146,333$2.88M0.08%+12,40513F-HRTimeline
Gladstone Institutional Advisory LLC146,250$2.87M0.11%+7,85913F-HRTimeline
Richmond Investment Services, LLC138,378$2.72M0.44%-8,60413F-HRTimeline
Key Financial Inc136,541$2.68M0.48%+37,15213F-HRTimeline
Steward Partners Investment Advisory, L…135,276$2.65M0.01%-1,33813F-HRTimeline
Milestones Private Investment Advisors …131,000$2.57M2.26%-3,46813F-HRTimeline
Opulen Financial Group LLC123,328$2.42M1.7%+9,91113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…115,969$2.28M0.03%-2,77713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…114,053$2.24M<0.01%-99,32113F-HRTimeline
VISTA INVESTMENT MANAGEMENT112,555$2.21M0.74%-43,86813F-HRTimeline
IHT Wealth Management, LLC110,190$2.16M0.05%+5,76313F-HRTimeline
Tempo Wealth, LLC108,628$2.13M0.37%+35,62713F-HRTimeline
Oder Investment Management, LLC106,875$2.1M1.61%+3,90213F-HRTimeline
Creative Planningin group Creative Planning106,670$2.09M<0.01%-50913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP106,330$2.09M0.04%new13F-HRTimeline
Wagner Wealth Management, Corp105,360$2.07M1.86%+16,08913F-HRTimeline
Leo Wealth, LLC99,759$1.96M0.14%-5,26413F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS99,738$1.96M1.03%-7,82213F-HRTimeline
Roundview Capital LLC97,750$1.92M0.12%013F-HRTimeline
SEMITAM BONAM LLC96,909$1.9M1.55%+9,62113F-HRTimeline
Wilkins Miller Wealth Management, LLC91,253$1.79M1.08%-9,54713F-HRTimeline
Farther Finance Advisors, LLC90,189$1.77M0.02%-67,04613F-HRTimeline
Redmond Asset Management, LLC88,916$1.74M0.48%+50813F-HRTimeline
Accurate Wealth Management, LLC86,899$1.71M0.21%+14,40113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH85,611$1.68M0.41%+88513F-HRTimeline
Redwood Financial Network Corp85,069$1.67M1.09%+4,17013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding84,991$1.67M-166Timeline
Gambit Capital Management, LLC84,643$1.66M1.19%+9,79813F-HRTimeline
HANOVER ADVISORS INC84,417$1.66M0.67%-1,26713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…83,983$1.65M<0.01%+50,14913F-HRTimelineGroup
Oliver Luxxe Assets LLC83,916$1.65M0.25%-1,24413F-HRTimeline
Aptus Capital Advisors, LLC82,515$1.62M0.01%+28813F-HRTimeline
Newport Capital Group, LLC82,409$1.62M0.99%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.82,389$1.62M0.07%-6,29313F-HRTimeline
HARBOUR INVESTMENTS, INC.81,490$1.6M0.02%+20,20213F-HRTimeline
GTS SECURITIES LLC80,517$1.58M0.06%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…79,879$1.57M0.41%+5,31213F-HRTimeline
BEACON FINANCIAL GROUP78,953$1.55M0.15%+1,62513F-HRTimeline
Hennion & Walsh Asset Management, Inc.78,150$1.53M0.05%-20,21213F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC76,398$1.5M0.62%+4,55913F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC76,101$1.49M0.39%+4,61513F-HRTimeline
Wingate Wealth Advisors, Inc.72,622$1.43M0.76%+2,08013F-HRTimeline
SHUFRO ROSE & CO LLC70,688$1.39M0.09%013F-HRTimeline
ArborFi Advisors, LLC69,686$1.37M1.12%+2,91113F-HRTimeline
Mariner, LLCin group Mariner, LLC69,608$1.37M<0.01%+24,80713F-HRTimelineGroup
Heritage Trust Co68,830$1.35M0.14%+5,05813F-HRTimeline
EVERPAR ADVISORS LLC68,598$1.35M0.46%+4,64013F-HRTimeline
River Wealth Advisors LLC67,950$1.33M0.15%-27,05213F-HRTimeline
Decker Wealth Management LLC67,768$1.33M0.3%+1,67713F-HRTimeline
Sigma Planning Corp67,147$1.32M0.04%-1,30013F-HRTimeline
Apeiron RIA LLC65,887$1.29M0.3%+8,77413F-HRTimeline
Keel Point, LLC65,633$1.29M0.09%+4,49413F-HRTimeline
Towne Trust Company, N.A65,552$1.29M0.41%+2,84313F-HRTimeline
Savvy Advisors, Inc.64,856$1.27M0.03%+16,95613F-HRTimeline
MONTAG A & ASSOCIATES INC64,259$1.26M0.06%-12,71513F-HRTimeline
OneDigital Investment Advisors LLC62,740$1.23M0.01%+9,72513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC62,738$1.23M0.19%-77513F-HRTimeline
RPg Family Wealth Advisory, LLC61,668$1.21M0.25%013F-HRTimeline
Segment Wealth Management, LLC59,987$1.18M0.07%-10,59013F-HRTimeline
Kessler Investment Group, LLC59,824$1.17M0.56%+3,74413F-HRTimeline
Astoria Portfolio Advisors LLC.59,261$1.16M0.25%+5313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC59,158$1.16M0.07%+4613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC57,520$1.13M0.07%-1,01213F-HRTimeline
Opus Financial Solutions LLC56,752$1.11M1.05%+5,98313F-HRTimeline
Independence Bank of Kentucky56,712$1.11M0.14%+2,68713F-HRTimeline
Flaharty Asset Management, LLC55,969$1.1M0.14%013F-HRTimeline
Belpointe Asset Management LLC55,966$1.1M0.04%+3,53213F-HRTimeline
Net Worth Advisory Group55,495$1.09M0.23%+4,93813F-HRTimeline
Kohmann Bosshard Financial Services, LLC55,169$1.08M0.11%-67713F-HR/ATimeline
Sidoxia Capital Management, LLC55,020$1.08M0.93%13F-HRTimeline
Apella Capital, LLC52,648$1.04M0.02%-1,83013F-HRTimeline