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Disclosery

BSCS INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

322 managers (325 13F filers) reported a position in BSCS shares at 2025-06-30, 98,355,576 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
322
13F filers
325
New
21
Added
171
Reduced
75
Sold out
14
Shares held by filers
98,355,576

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
MORGAN STANLEYin group MORGAN STANLEY7,397,729$152M0.01%+207,57113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,274,063$149M0.03%+1,451,49113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,503,246$113M0.04%-458,83113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC5,274,692$108M0.57%+226,48713F-HRTimelineGroup
LPL Financial LLC4,783,420$98M0.03%+108,45913F-HRTimeline
TruWealth Advisors, LLC4,341,009$88.9M4.9%+90,91613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,367,938$69M0.01%+43,01513F-HRTimelineGroup
Clearstead Advisors, LLC2,696,392$55.2M0.78%+98,39213F-HRTimeline
UBS Group AGin group UBS Group AG2,654,851$54.4M0.01%+325,39513F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co2,289,871$46.9M2.96%+2,89713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,157,631$44.2M0.01%+252,31213F-HRTimelineGroup
Fusion Family Wealth, LLC1,627,839$33.4M2.82%+84,51813F-HRTimeline
MAI Capital Management1,569,972$32.2M0.22%+4,73913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,371,721$28.1M0.37%-73,39913F-HRTimelineGroup
TLWM1,356,426$27.8M5.28%+97613F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,221,193$25M1.51%-389,15113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,196,457$24.5M<0.01%+75,75913F-HR/ATimelineGroup
MONECO ADVISORS, LLC995,005$20.4M1.9%+146,41513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.985,783$20.2M0.04%+61,83413F-HR/ATimelineGroup
MANCHESTER FINANCIAL INC973,575$19.9M4.17%+814,11013F-HRTimeline
Anchor Investment Management, LLC965,775$19.8M1.74%+31,61613F-HRTimeline
Cambridge Investment Research Advisors,…915,236$18.8M0.06%+130,97913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…914,990$18.7M7.27%+149,69813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC808,689$16.6M<0.01%+24,31613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC778,550$16M0.05%+66,75513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP768,603$15.7M0.02%+48,33413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.760,675$15.6M0.03%+48,66513F-HRTimelineGroup
Legacy Financial Group LLC751,174$15.4M2.15%-60,14713F-HRTimeline
DAVIS R M INC746,650$15.3M0.28%+155,35413F-HRTimeline
Sterling Financial Group, Inc.730,147$15M5.02%+8,59513F-HRTimeline
Clark Asset Management, LLC721,036$14.8M2.01%+105,71613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC665,407$13.6M0.01%+611,42613F-HRTimelineGroup
GPM Growth Investors, Inc.653,878$13.4M5.32%+34,76913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC641,989$13.2M<0.01%+173,85813F-HRTimelineGroup
NewEdge Advisors, LLC601,372$12.3M0.06%+72,18013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS581,680$11.9M0.03%+152,93313F-HRTimeline
Asset Dedication, LLC567,164$11.6M0.84%+22,54613F-HRTimeline
Goepper Burkhardt LLC504,936$10.3M3.81%+25,73613F-HRTimeline
KIRR MARBACH & CO LLC /IN/503,314$10.3M2.04%+27,89813F-HRTimeline
Advisors Capital Management, LLC499,685$10.2M0.14%+2,17713F-HRTimeline
Ironwood Financial, llc502,400$10.2M2.19%013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…498,000$10.2M6.01%13F-HRTimelineGroup
COOKSON PEIRCE & CO INC488,989$10M0.44%+3,93713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC477,748$9.79M0.01%+43,20313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC465,429$9.54M3.25%+27,38413F-HRTimeline
AMJ Financial Wealth Management432,616$8.86M2.24%+5,35113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC421,960$8.65M0.79%+14,55013F-HRTimeline
Straight Path Wealth Management421,105$8.63M2.93%+38,15013F-HRTimeline
Janney Montgomery Scott LLC408,850$8.38M0.02%-55,15013F-HRTimeline
Ledgewood Wealth Advisors, LLC401,982$8.24M5.19%+49,16113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth395,585$8.11M0.02%+15,47013F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL393,115$8.05M0.18%+6,78913F-HRTimeline
CWM, LLCin group CWM, LLC391,607$8.02M0.03%+19,26113F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding388,106$7.95M+42,727Timeline
VISTA INVESTMENT MANAGEMENT383,854$7.87M2.92%-19,53613F-HRTimeline
Sound Stewardship, LLC350,356$7.18M3.7%+31,82813F-HRTimeline
HUB Investment Partners, LLC349,147$7.15M0.25%+1,42213F-HRTimeline
Wilkins Miller Wealth Management, LLC328,971$6.74M4.59%+3,57713F-HRTimeline
BCS Wealth Management315,050$6.46M1.39%+23,65113F-HRTimeline
Marietta Wealth Management, LLC310,401$6.36M0.83%+2,86613F-HRTimeline
Red Spruce Capital, LLC308,114$6.31M2.74%-47,78513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP298,634$6.11M<0.01%+55,26413F-HRTimelineGroup
Carmel Capital Partners, LLC290,838$5.96M2.09%+18,47313F-HRTimeline
Private Advisor Group, LLC288,693$5.92M0.03%-60,02513F-HRTimeline
SFE Investment Counsel285,523$5.85M1.03%+47,87713F-HRTimeline
Sanctuary Advisors, LLC282,808$5.79M0.04%+38,03113F-HRTimeline
Carnegie Investment Counsel272,871$5.59M0.11%+9,26413F-HRTimeline
SHUFRO ROSE & CO LLC273,921$5.57M0.45%-20913F-HRTimeline
VestGen Advisors, LLC264,053$5.42M0.22%+30,99513F-HRTimeline
MORTON COMMUNITY BANK260,533$5.34M1.33%-2,93113F-HRTimeline
MGO ONE SEVEN LLC234,549$4.81M0.16%+27,23813F-HRTimeline
Berger Financial Group, Inc230,187$4.72M0.31%-3,19013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC228,313$4.68M2.36%+99313F-HRTimeline
&PARTNERS224,087$4.59M0.04%+102,63613F-HRTimeline
ProVise Management Group, LLC222,696$4.56M0.36%+13,86013F-HRTimeline
Geneos Wealth Management Inc.216,358$4.43M0.11%-64,42513F-HRTimeline
Trilogy Capital Inc.213,810$4.38M0.21%-9,45013F-HRTimeline
Aptus Capital Advisors, LLC205,329$4.21M0.04%-1,680,16713F-HRTimeline
McCarthy & Cox198,214$4.06M1.06%+12,33913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …196,902$4.03M0.55%+28,47313F-HRTimeline
Integrated Wealth Concepts LLC191,291$3.92M0.04%-22,27713F-HRTimeline
Bluespring Wealth Management, LLC189,966$3.89M0.37%+29,19513F-HRTimeline
Horizons Wealth Management186,867$3.83M2.77%-1,17013F-HRTimeline
Souders Financial Advisors186,475$3.82M0.49%+10,36013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…184,596$3.78M0.01%+1,73513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC181,599$3.72M0.26%-7,55413F-HRTimeline
HighTower Advisors, LLC178,477$3.66M<0.01%+7,65213F-HRTimeline
Farnam Financial LLC175,931$3.6M3.24%+30,12813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding173,143$3.55M+46,268Timeline
Infinity Wealth Counsel, LLC172,127$3.53M3.56%+1,26413F-HRTimeline
S.E.E.D. Planning Group LLC165,408$3.39M1.06%+3,92913F-HRTimeline
Empirical Financial Services, LLC d.b.a…163,331$3.35M0.08%+5,99113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.162,437$3.33M0.04%+7,61113F-HRTimelineGroup
Aspen Investment Management Inc161,155$3.3M1.39%+39,25513F-HRTimeline
Old Port Advisors159,590$3.27M0.89%+36,94213F-HRTimeline
Oliver Luxxe Assets LLC154,019$3.16M0.56%-9,79713F-HRTimeline
Leisure Capital Management148,373$3.04M1.15%+64113F-HRTimeline
GILL CAPITAL PARTNERS, LLC147,905$3.03M0.98%+8,30513F-HRTimeline
Cetera Investment Advisers147,848$3.03M0.01%+55,91613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…145,270$2.98M<0.01%+14,66513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.144,683$2.96M0.02%-10,93813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC144,542$2.96M0.24%+44613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.141,217$2.89M0.02%-94,46913F-HRTimelineGroup
Prospera Financial Services Inc140,336$2.88M0.05%+6,73313F-HRTimeline
Laurel Wealth Advisors LLC140,180$2.87M0.43%+19,57113F-HR/ATimeline
Atria Investments, Inc133,145$2.73M0.03%-43013F-HRTimeline
Avior Wealth Management, LLC132,615$2.72M0.09%+13,45713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV131,570$2.7M0.82%-5,70513F-HRTimeline
Orion Porfolio Solutions, LLC130,475$2.67M0.02%+10,32713F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC122,423$2.51M<0.01%-1,332,66813F-HRTimelineGroup
AlphaStar Capital Management, LLC121,906$2.5M0.18%+15,60513F-HRTimeline
Gladstone Institutional Advisory LLC119,171$2.44M0.1%+46913F-HRTimeline
Addison Advisors LLC119,132$2.44M0.61%-98,08313F-HRTimeline
Hennion & Walsh Asset Management, Inc.117,637$2.41M0.1%+4,42513F-HRTimeline
AA Financial Advisors, LLC117,427$2.41M0.52%+2,26713F-HRTimeline
Opulen Financial Group LLC116,587$2.39M1.96%+6,25713F-HRTimeline
Milestones Private Investment Advisors …115,296$2.36M1.75%13F-HRTimeline
Creative Planningin group Creative Planning115,255$2.36M<0.01%-8,51713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…114,227$2.34M0.03%+5,01113F-HRTimelineGroup
Ellevest, Inc.111,474$2.28M0.36%+1,65113F-HRTimeline
Parisi Gray Wealth Management107,992$2.21M0.63%-3,33013F-HRTimeline
Genesis Wealth Advisors, LLC106,052$2.17M1.63%+8,02513F-HRTimeline
J.W. COLE ADVISORS, INC.103,997$2.13M0.05%+4,20513F-HRTimeline
CRA Financial Services, LLC101,234$2.07M0.32%+4,01713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC101,207$2.07M0.61%+1,73313F-HRTimeline
Matthew Goff Investment Advisor, LLC96,132$1.97M0.36%-2,46713F-HRTimeline
Coastal Bridge Advisors, LLC96,026$1.97M0.16%-41713F-HRTimeline
EVEXIA WEALTH LLC95,332$1.95M0.61%-16,81213F-HRTimeline
NOTTINGHAM ADVISORS, INC.94,532$1.94M0.29%-83613F-HRTimeline
Camelot Portfolios, LLC91,097$1.87M1.12%-6,22213F-HRTimeline
Blue Barn Wealth, LLC90,562$1.86M0.87%+2,36413F-HRTimeline
Richmond Investment Services, LLC87,581$1.79M0.38%+44,56613F-HRTimeline
Allworth Financial LP87,323$1.79M0.01%-70013F-HRTimeline
Roundview Capital LLC80,394$1.65M0.11%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH78,759$1.61M0.45%+89113F-HRTimeline
FLOW TRADERS U.S. LLC78,285$1.6M0.06%new13F-HRTimeline
Wingate Wealth Advisors, Inc.75,635$1.55M1.38%+60913F-HRTimeline
Redwood Financial Network Corp74,920$1.54M1.04%+1,61413F-HRTimeline
SEMITAM BONAM LLC74,630$1.53M1.44%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC73,272$1.5M0.17%+6613F-HRTimeline
River Wealth Advisors LLC68,914$1.41M0.18%+9,14213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP68,533$1.4M<0.01%-35,29313F-HRTimelineGroup
EP Wealth Advisors, LLC67,227$1.38M0.01%+59513F-HRTimeline
Foundations Investment Advisors, LLC66,371$1.36M0.02%+36,28813F-HRTimeline
Gilbert Capital Group, Inc.65,932$1.35M1.12%13F-HRTimeline
ArborFi Advisors, LLC65,415$1.34M1.18%+1,53913F-HRTimeline
Heritage Trust Co63,086$1.29M0.15%+13,25313F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC61,821$1.27M0.38%+2,07413F-HRTimeline
IFP Advisors, Inc61,551$1.26M0.04%+5,75213F-HRTimeline
Whitener Capital Management, Inc.60,951$1.25M0.33%+18,94713F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC60,533$1.24M0.14%-4,12813F-HRTimeline
HANOVER ADVISORS INC58,922$1.21M0.49%+2,43313F-HRTimeline
Apeiron RIA LLC58,314$1.19M0.31%+4,13913F-HRTimeline
Segment Wealth Management, LLC57,872$1.19M0.08%-2,06013F-HRTimeline
Financial Life Planners56,627$1.16M0.94%+1,92213F-HRTimeline
HARBOUR INVESTMENTS, INC.55,208$1.13M0.03%+29013F-HRTimeline
Redmond Asset Management, LLC53,675$1.1M0.26%+3,50113F-HRTimeline
JPL Wealth Management, LLC53,313$1.09M0.29%+11,36313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53,074$1.09M0.04%-13113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.52,890$1.08M0.01%-3,91313F-HRTimelineGroup
CW Advisors, LLC51,786$1.06M0.01%+43113F-HRTimeline
First Command Advisory Services, Inc.51,772$1.06M0.01%+8,03013F-HRTimeline
Key Financial Inc51,685$1.06M0.21%+5,88013F-HRTimeline
Independence Bank of Kentucky50,358$1.03M0.15%+1,29913F-HRTimeline
Western Financial Corp/CA48,850$1M0.54%-67213F-HRTimeline
Freedom Investment Management, Inc.48,494$994K0.08%-38313F-HRTimeline
Vantage Point Financial LLC48,337$990K0.43%-51413F-HRTimeline
Strathmore Capital Advisors, Inc.48,315$989K0.44%13F-HRTimeline
Sigma Planning Corp48,261$989K0.03%-27513F-HRTimeline
Towne Trust Company, N.A46,622$955K0.33%+7,72513F-HR/ATimeline
Insight Wealth Partners, LLC45,829$939K0.52%+1,97413F-HRTimeline
Legacy Wealth Management, LLC / MS45,604$934K0.28%+2,79013F-HRTimeline
Hobbs Group Advisors, LLC45,010$922K0.32%-7,33913F-HRTimeline
Cypress Wealth Services, LLC44,571$913K0.16%-66613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.44,449$911K0.04%-5,54013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC44,124$904K0.14%+20,72113F-HRTimeline
Apella Capital, LLC43,241$884K0.02%-89213F-HRTimeline
Cynosure Group, LLC41,794$856K0.1%013F-HRTimeline
First City Capital Management, Inc.41,450$849K0.49%-55013F-HRTimeline
Pacific Wealth Strategies Group, Inc.40,399$825K0.54%new13F-HRTimeline
Legacy Private Trust Co.39,141$802K0.05%-16,68213F-HRTimeline
Arkadios Wealth Advisors38,789$795K0.02%+5,03313F-HRTimeline
Coordinated Financial Services, Inc.38,492$789K0.55%13F-HRTimeline
4Thought Financial Group Inc.38,339$786K0.42%+3,21013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources37,961$778K<0.01%013F-HRTimelineGroup
Net Worth Advisory Group36,683$752K0.17%+21,30913F-HRTimeline
FCA CORP /TX36,673$751K0.22%new13F-HRTimeline
Flaharty Asset Management, LLC36,585$750K0.1%013F-HR/ATimeline
COMERICA BANK36,324$744K<0.01%-26,12813F-HRTimeline
Accurate Wealth Management, LLC35,564$728K0.11%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC35,382$725K0.04%+9,66813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp34,399$705K0.02%+4,07713F-HRTimelineGroup
Koss-Olinger Consulting, LLC33,989$696K0.06%-4,41813F-HRTimeline
Oder Investment Management, LLC33,885$694K0.52%+68313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,678$670K<0.01%-18,32813F-HRTimeline
True Vision MN LLC32,350$663K0.37%-1,24313F-HRTimeline
Exchange Capital Management, Inc.32,321$662K0.1%-11813F-HRTimeline
American Institute for Advanced Investm…31,785$651K0.46%+1,99013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC31,524$646K<0.01%+30013F-HRTimelineGroup
Stonebridge Capital Advisors LLC30,795$631K0.05%-8,46013F-HRTimeline