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Disclosery

BSCS INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

302 managers (305 13F filers) reported a position in BSCS shares at 2024-12-31, 86,309,110 shares in all. 37 filers opened a position and 14 filers sold out during the quarter.

Managers
302
13F filers
305
New
37
Added
169
Reduced
45
Sold out
14
Shares held by filers
86,309,110

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 STANLEY6,491,697$131M0.01%+54,32213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,391,844$109M0.03%+820,51313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC5,222,754$105M0.66%+35,71213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,881,726$98.3M0.04%13F-HR/ATimelineGroup
LPL Financial LLC4,331,731$87.2M0.04%-263,51813F-HRTimeline
TruWealth Advisors, LLC4,168,939$83.9M5.06%+1,421,98113F-HRTimeline
Clearstead Advisors, LLC2,536,633$51.1M0.78%+103,39113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,459,536$49.5M<0.01%+348,19313F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co2,248,990$45.3M3.41%+25,92013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,197,542$44.2M+394,972Timeline
Aptus Capital Advisors, LLC1,693,856$34.1M0.41%+367,36413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,648,600$33.2M0.01%-64,31413F-HRTimelineGroup
Fusion Family Wealth, LLC1,559,179$31.4M2.88%new13F-HRTimeline
EASTERN BANK1,515,129$30.5M0.57%-25,97213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,481,609$29.8M0.43%-18,69713F-HRTimelineGroup
MAI Capital Management1,327,453$26.7M0.2%new13F-HRTimeline
TLWM1,322,575$26.6M5.24%+104,60513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA995,379$20M<0.01%+49,68613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.877,323$17.7M0.03%+350,59013F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…764,283$15.4M6.56%13F-HRTimeline
Independent Advisor Alliance741,404$14.9M0.2%new13F-HRTimeline
Sterling Financial Group, Inc.721,849$14.5M5.41%+94,27113F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …716,825$14.4M0.74%-361,38213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.631,628$12.7M0.03%+72,52113F-HR/ATimelineGroup
GPM Growth Investors, Inc.600,170$12.1M5.1%+225,74113F-HRTimeline
MONECO ADVISORS, LLC599,401$12.1M1.27%+211,44413F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP596,418$12M0.01%+56,97613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC580,431$11.7M<0.01%+71,53213F-HRTimelineGroup
IMA Advisory Services, Inc.579,454$11.7M1.4%+32,11313F-HRTimeline
Clark Asset Management, LLC550,023$11.1M2.07%+147,20113F-HRTimeline
Tradewinds Capital Management, LLC547,767$11M2.91%+547,51413F-HRTimeline
Janney Montgomery Scott LLC543,738$10.9M0.03%-10,02413F-HRTimeline
Asset Dedication, LLC540,959$10.9M0.86%-59,05113F-HRTimeline
Cambridge Investment Research Advisors,…499,101$10M0.03%+93,50613F-HRTimeline
COOKSON PEIRCE & CO INC496,605$10M0.45%+20,96813F-HRTimeline
Ironwood Financial, llc494,476$9.95M2.09%+3,14113F-HRTimeline
Advisors Capital Management, LLC487,015$9.8M0.15%+1,54913F-HRTimeline
MML INVESTORS SERVICES, LLC481,361$9.69M0.03%+88,95713F-HRTimeline
DAVIS R M INC457,425$9.21M0.18%+149,66113F-HRTimeline
KIRR MARBACH & CO LLC /IN/454,294$9.14M1.98%+422,21913F-HRTimeline
NewEdge Advisors, LLC451,740$9.09M0.05%+193,08113F-HRTimeline
Goepper Burkhardt LLC451,550$9.09M3.69%+84,52013F-HRTimeline
VISTA INVESTMENT MANAGEMENT410,828$8.27M3.14%-7,94413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC404,327$8.14M<0.01%+32,59213F-HRTimelineGroup
AMJ Financial Wealth Management376,592$7.58M2.1%+4,77413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC372,816$7.5M0.71%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth370,885$7.47M0.02%+14,92013F-HR/ATimelineGroup
Red Spruce Capital, LLC370,883$7.47M3.31%+78,02113F-HRTimeline
Ledgewood Wealth Advisors, LLC350,638$7.06M4.56%+5,01613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL346,666$6.98M0.16%+44,96413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC345,356$6.95M0.01%+50,95813F-HRTimeline
Straight Path Wealth Management343,092$6.91M2.73%+238,81413F-HRTimeline
Private Advisor Group, LLC337,371$6.79M0.04%+1,20513F-HRTimeline
HUB Investment Partners, LLC326,688$6.58M0.28%-56,33913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding314,354$6.33M+38,154Timeline
Marietta Wealth Management, LLC296,150$5.96M0.86%+4,30513F-HRTimeline
BCS Wealth Management285,609$5.75M1.43%+46,06413F-HRTimeline
Carmel Capital Partners, LLC252,255$5.08M2.05%+14,01113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS250,044$5.03M0.01%+27,93613F-HRTimeline
Carnegie Investment Counsel249,112$5.01M0.14%+7,99113F-HRTimeline
Berger Financial Group, Inc243,239$4.9M0.34%+232,48313F-HRTimeline
MORTON COMMUNITY BANK238,635$4.8M1.27%+24,15513F-HRTimeline
SHUFRO ROSE & CO LLC234,126$4.71M0.37%-26,15813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.231,275$4.66M0.04%+21,81413F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC231,170$4.65M2.52%+22,19013F-HRTimeline
Sanctuary Advisors, LLC228,966$4.63M0.03%+69,57013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC229,689$4.62M0.01%+175,33413F-HRTimelineGroup
COUNTRY CLUB BANK216,280$4.36M0.29%+5,32113F-HRTimeline
Trilogy Capital Inc.215,354$4.34M0.22%new13F-HRTimeline
SFE Investment Counsel210,010$4.23M0.9%+22,50613F-HRTimeline
Addison Advisors LLC204,911$4.12M1.15%+16,67313F-HRTimeline
ProVise Management Group, LLC188,951$3.8M0.33%+29,55513F-HRTimeline
MGO ONE SEVEN LLC188,569$3.8M0.15%+95,75913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC186,254$3.75M0.3%+136,12313F-HRTimeline
NOTTINGHAM ADVISORS, INC.180,583$3.64M0.46%+14,02213F-HRTimeline
Integrated Wealth Concepts LLC173,599$3.49M0.04%+23,54913F-HRTimeline
Horizons Wealth Management172,745$3.48M2.7%+9,94413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP170,585$3.43M<0.01%+67,95313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…168,882$3.4M0.01%+25,21913F-HR/ATimeline
Infinity Wealth Counsel, LLC168,588$3.39M3.62%13F-HRTimeline
Oliver Luxxe Assets LLC163,972$3.37M0.61%013F-HR/ATimeline
HighTower Advisors, LLC165,145$3.32M<0.01%+9,74513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.156,445$3.15M0.04%+34,47413F-HRTimelineGroup
Souders Financial Advisors152,587$3.07M0.43%+16,93713F-HRTimeline
Empirical Financial Services, LLC d.b.a…152,532$3.07M0.08%+2,97113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV149,509$3.01M1.08%-2,52213F-HRTimeline
Secure Asset Management, LLC143,510$2.89M0.44%+22,47613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.138,726$2.79M0.02%+12,64513F-HRTimeline
Exchange Capital Management, Inc.137,188$2.76M0.44%-20,79813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC133,124$2.68M0.23%+3,39613F-HRTimeline
Legacy CG, LLC128,575$2.59M0.79%-3,38613F-HRTimeline
S.E.E.D. Planning Group LLC124,370$2.5M0.84%new13F-HRTimeline
Farnam Financial LLC124,053$2.5M2.61%+13,34513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP122,961$2.48M<0.01%+1,69413F-HRTimelineGroup
Geneos Wealth Management Inc.120,117$2.42M0.08%+7,72513F-HRTimeline
Aspen Investment Management Inc119,170$2.4M1.11%+22,08013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…117,210$2.36M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC117,143$2.36M0.02%+5,64313F-HRTimeline
Orion Portfolio Solutions, LLC117,143$2.36M0.02%+5,64313F-HRTimeline
Old Port Advisors116,848$2.35M0.68%+34,22413F-HRTimeline
&PARTNERS116,045$2.34M0.03%+92,19013F-HRTimeline
GILL CAPITAL PARTNERS, LLC115,807$2.33M0.84%+7,26913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…115,486$2.32M<0.01%-48,83513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…114,327$2.3M0.06%-88,27913F-HRTimelineGroup
Bluespring Wealth Management, LLC114,074$2.3M0.24%new13F-HRTimeline
Prospera Financial Services Inc114,059$2.3M0.05%+30,44513F-HRTimeline
Parisi Gray Wealth Management112,927$2.27M0.72%+8,58313F-HRTimeline
Gladstone Institutional Advisory LLC111,963$2.25M0.1%+3,03413F-HRTimeline
AA Financial Advisors, LLC111,823$2.25M0.6%+42,88613F-HRTimeline
EVEXIA WEALTH LLC109,633$2.21M0.75%+62,00313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC109,181$2.2M<0.01%+87,69013F-HRTimelineGroup
Leisure Capital Management109,029$2.19M0.86%-2,95913F-HRTimeline
Altus Wealth Group LLC107,365$2.16M0.96%-5,57013F-HRTimeline
Opulen Financial Group LLC106,661$2.15M1.95%13F-HRTimeline
Ellevest, Inc.103,597$2.09M0.12%+5,43513F-HRTimeline
Matthew Goff Investment Advisor, LLC101,722$2.05M0.38%-21,82813F-HRTimeline
AlphaStar Capital Management, LLC100,300$2.02M0.21%+1,81213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…97,512$1.96M0.03%+13,23813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.92,133$1.85M0.08%+35,47113F-HRTimeline
TrinityPoint Wealth, LLC91,817$1.85M0.26%+14,69213F-HRTimeline
Genesis Wealth Advisors, LLC89,940$1.81M1.58%13F-HRTimeline
Allworth Financial LP88,129$1.77M0.01%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC87,042$1.75M0.68%+17,84213F-HRTimeline
Cornerstone Planning, LLC86,877$1.75M0.67%13F-HRTimeline
CRA Financial Services, LLC85,636$1.72M0.3%+48,41513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding81,901$1.65M-209,694Timeline
SAWGRASS ASSET MANAGEMENT LLC78,841$1.59M0.17%+8,42113F-HRTimeline
Blue Barn Wealth, LLC77,351$1.56M0.82%+16,77113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH77,014$1.55M0.46%+87313F-HRTimeline
Provenance Wealth Advisors, LLC76,814$1.55M0.2%-289,82913F-HRTimeline
Creative Planningin group Creative Planning75,102$1.51M<0.01%+53,35913F-HRTimelineGroup
Cetera Investment Advisers73,627$1.48M<0.01%+16,15813F-HRTimeline
Atria Investments, Inc73,187$1.47M0.02%+10,32913F-HRTimeline
Kohmann Bosshard Financial Services, LLC73,033$1.47M0.18%+19,56613F-HRTimeline
Camelot Portfolios, LLC71,637$1.44M1.56%-83513F-HRTimeline
Redwood Financial Network Corp68,386$1.38M1.03%+4,29713F-HRTimeline
EP Wealth Advisors, LLC66,632$1.34M0.01%+61,47713F-HRTimeline
Stonebridge Capital Advisors LLC65,335$1.32M0.11%-6,97513F-HRTimeline
Legacy Private Trust Co.62,357$1.26M0.08%-18,45613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.61,898$1.25M0.02%-4,13013F-HRTimelineGroup
ArborFi Advisors, LLC61,707$1.24M1.25%13F-HRTimeline
Sound Stewardship, LLC58,621$1.18M0.7%+48,56813F-HRTimeline
Financial Life Planners58,359$1.17M0.98%13F-HRTimeline
Segment Wealth Management, LLC58,032$1.17M0.08%+1,76413F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC56,801$1.14M0.36%+92113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC55,964$1.13M0.01%new13F-HRTimelineGroup
IFP Advisors, Inc55,791$1.12M0.04%+62413F-HRTimeline
Apeiron RIA LLC54,355$1.09M0.31%+35413F-HRTimeline
River Wealth Advisors LLC53,975$1.09M0.14%new13F-HRTimeline
Avior Wealth Management, LLC53,524$1.08M0.04%+32,21213F-HRTimeline
Richmond Investment Services, LLC53,345$1.07M0.6%13F-HRTimeline
Laurel Wealth Advisors LLC52,938$1.07M0.17%+37,36013F-HRTimeline
Western Financial Corp/CA52,226$1.05M0.58%+4,96913F-HRTimeline
HANOVER ADVISORS INC51,386$1.03M0.43%+5,80813F-HRTimeline
Strategic Financial Concepts, LLC51,356$1.03M0.2%+31,04413F-HR/ATimeline
Hobbs Group Advisors, LLC50,574$1.02M0.38%-2913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.50,564$1.02M0.05%+39413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC49,649$999K0.04%+42713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.47,570$958K0.04%+25,72613F-HRTimeline
Independence Bank of Kentucky47,122$949K0.15%-49613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV45,709$920K<0.01%new13F-HRTimeline
Roundview Capital LLC45,661$919K0.06%new13F-HRTimeline
Vantage Point Financial LLC45,628$918K0.5%13F-HRTimeline
Freedom Investment Management, Inc.45,387$914K0.08%+24,49013F-HRTimeline
Key Financial Inc44,175$889K0.2%+16,43513F-HRTimeline
Kades & Cheifetz LLC43,830$882K0.45%+17113F-HRTimeline
HARBOUR INVESTMENTS, INC.43,264$871K0.02%+27,90113F-HRTimeline
Sigma Planning Corp43,236$870K0.03%+18,07513F-HRTimeline
Apella Capital, LLC42,485$855K0.03%+70213F-HRTimeline
First City Capital Management, Inc.42,100$847K0.45%013F-HRTimeline
Cynosure Group, LLC41,794$841K0.13%013F-HRTimeline
Redmond Asset Management, LLC41,768$841K0.21%new13F-HRTimeline
Wingate Wealth Advisors, Inc.41,205$829K0.81%13F-HRTimeline
Heritage Trust Co40,760$821K0.1%13F-HRTimeline
Legacy Wealth Management, LLC / MS39,805$801K0.32%+80513F-HRTimeline
Insight Wealth Partners, LLC38,149$768K0.49%+5,31613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources37,961$764K<0.01%013F-HRTimelineGroup
Koss-Olinger Consulting, LLC37,769$760K0.07%+26,15313F-HRTimeline
Flaharty Asset Management, LLC36,585$736K0.11%013F-HRTimeline
4Thought Financial Group Inc.36,392$733K0.45%-3,62513F-HRTimeline
Towne Trust Company, N.A35,352$712K0.25%new13F-HRTimeline
Capital Investment Advisors, LLC35,050$706K0.01%+2,63713F-HRTimeline
First Command Advisory Services, Inc.34,078$686K0.01%-4,47413F-HRTimeline
True Vision MN LLC34,046$685K0.41%new13F-HRTimeline
CWM, LLCin group CWM, LLC31,365$631K<0.01%+14,64613F-HRTimelineGroup
Cypress Wealth Services, LLC31,277$630K0.13%-51213F-HRTimeline
JPL Wealth Management, LLC31,249$629K0.18%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC31,224$629K<0.01%-5,01413F-HRTimelineGroup
Atria Wealth Solutions, Inc.30,666$617K0.01%+2,40313F-HRTimeline
Oder Investment Management, LLC30,634$617K0.51%+87513F-HRTimeline
Kingsview Wealth Management, LLC29,827$600K0.01%+3,15213F-HRTimeline
Foundations Investment Advisors, LLC29,164$587K0.01%-63913F-HRTimeline
Goodman Financial Corp29,052$585K0.12%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC28,893$582K0.61%13F-HRTimeline
Western Wealth Management, LLC28,700$578K0.04%+85013F-HR/ATimeline
HB Wealth Management, LLC28,435$572K0.01%+90013F-HRTimeline
Monterey Private Wealth, Inc.27,931$562K0.19%+2,87813F-HRTimeline
Arete Wealth Advisors, LLC27,720$558K0.04%+49013F-HRTimeline
Unified Investment Management26,600$535K0.61%13F-HRTimeline
Whitener Capital Management, Inc.26,360$531K0.15%new13F-HRTimeline