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Disclosery

BSCU INVESCO EXCH TRD SLF IDX FD

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SHS (fund)

202 managers (204 13F filers) reported a position in BSCU shares at 2025-03-31, 73,713,755 shares in all. 21 filers opened a position and 17 filers sold out during the quarter.

Managers
202
13F filers
204
New
21
Added
125
Reduced
31
Sold out
17
Shares held by filers
73,713,755

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aptus Capital Advisors, LLC7,453,803$124M1.4%+828,19213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,319,342$88.2M0.01%+1,760,52913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,487,868$74.5M0.03%+680,65013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,163,476$69.1M0.41%new13F-HRTimelineGroup
TruWealth Advisors, LLC3,395,386$56.3M3.4%+117,22313F-HRTimeline
Clearstead Advisors, LLC3,050,844$50.6M0.79%-15,83113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,878,506$47.8M0.01%+206,89713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,707,933$44.9M0.01%+38,35513F-HRTimelineGroup
LPL Financial LLC2,167,508$36M0.01%+26,85413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,012,733$33.4M2.35%+314,23813F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,939,995$32.2M1.9%-137,36313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,789,939$29.7M1.8%+266,40713F-HRTimelineGroup
TLWM1,639,836$27.2M5.44%+34,70213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,551,515$25.7M2.45%+92,29913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,544,359$25.6M<0.01%+75,82713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,536,724$25.5M0.01%+216,15513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,285,888$21.3M<0.01%+84,07213F-HRTimelineGroup
IMA Advisory Services, Inc.1,246,581$20.7M2.45%+764,57813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,145,051$19M<0.01%+124,12313F-HR/ATimelineGroup
MAI Capital Management1,059,281$17.6M0.13%+159,20413F-HRTimeline
MONECO ADVISORS, LLC968,947$16.1M1.66%+299,59513F-HR/ATimeline
Advisors Capital Management, LLC864,663$14.3M0.22%+15,86013F-HRTimeline
CWM, LLCin group CWM, LLC803,693$13.3M0.05%+22,10213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.788,983$13.1M0.03%+737,31213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth677,205$11.2M0.03%+258,74013F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP593,323$9.84M0.02%+72,41613F-HRTimelineGroup
COOKSON PEIRCE & CO INC590,007$9.79M0.49%-7,85013F-HRTimeline
Janney Montgomery Scott LLC588,595$9.77M0.03%-137,68513F-HRTimeline
Clark Asset Management, LLC500,405$8.3M1.39%+72,19713F-HRTimeline
Cambridge Investment Research Advisors,…493,966$8.2M0.03%+31,37313F-HRTimeline
AMJ Financial Wealth Management464,902$7.71M2.31%+46,86513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.456,433$7.57M0.02%+104,23313F-HRTimelineGroup
Asset Dedication, LLC443,325$7.35M0.6%+31,88413F-HRTimeline
VISTA INVESTMENT MANAGEMENT437,477$7.26M2.84%+14,21213F-HRTimeline
Capital Investment Counsel, LLC430,796$7.15M1.18%+304,01913F-HRTimeline
MML INVESTORS SERVICES, LLC429,870$7.13M0.02%+123,88013F-HRTimeline
HUB Investment Partners, LLC408,361$6.77M0.27%+326,97413F-HRTimeline
Waycross Investment Management Co397,423$6.59M7.43%-4,10313F-HRTimeline
Goepper Burkhardt LLC390,150$6.47M2.59%+45,55013F-HRTimeline
Marietta Wealth Management, LLC379,426$6.29M0.92%+11,21513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC355,967$5.91M0.01%+345,21713F-HR/ATimelineGroup
Kaye Capital Management329,415$5.46M2.23%+311,34113F-HRTimeline
NorthCrest Asset Manangement, LLC304,601$5.05M0.15%-15,57913F-HRTimeline
Addison Advisors LLC266,797$4.43M1.21%+15,56413F-HRTimeline
COUNTRY CLUB BANK261,887$4.35M0.29%-3,28313F-HRTimeline
Private Advisor Group, LLC253,793$4.21M0.03%+14,71913F-HRTimeline
BCS Wealth Management246,768$4.09M1.05%-5,03313F-HRTimeline
Wilkins Miller Wealth Management, LLC241,583$4.01M3.01%+209,02013F-HRTimeline
DAVIS R M INC237,638$3.94M0.08%+115,25713F-HRTimeline
Horizons Wealth Management216,006$3.58M2.71%+17,15213F-HRTimeline
Sanctuary Advisors, LLC207,272$3.44M0.02%+6,08013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding204,837$3.4M+33,462Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…186,949$3.1M0.05%+35,17713F-HRTimelineGroup
Souders Financial Advisors185,652$3.08M0.43%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…184,930$3.07M0.08%+2,98813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC172,192$2.86M0.25%+8,81613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP170,960$2.84M<0.01%+61,73813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC168,989$2.8M<0.01%+45,57213F-HRTimelineGroup
Infinity Wealth Counsel, LLC167,400$2.78M3%+1,71013F-HRTimeline
Carnegie Investment Counsel162,760$2.69M0.06%+9,60513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP160,590$2.66M<0.01%+26,61213F-HRTimelineGroup
Exchange Capital Management, Inc.160,250$2.66M0.43%-1,12713F-HRTimeline
Legacy CG, LLC156,689$2.6M0.84%-2,07513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…152,603$2.53M<0.01%+22,40113F-HRTimeline
Atria Investments, Inc151,738$2.52M0.03%+68,24113F-HRTimeline
Straight Path Wealth Management142,278$2.36M0.95%+17,75413F-HRTimeline
Opulen Financial Group LLC135,498$2.25M2.04%+15,75813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,830$2.24M<0.01%+16,40713F-HRTimeline
SFE Investment Counsel132,326$2.2M0.44%+46,95613F-HRTimeline
Ledgewood Wealth Advisors, LLC124,166$2.06M1.33%+43,48813F-HRTimeline
EASTERN BANK120,231$1.99M0.04%-217,37313F-HRTimeline
Farnam Financial LLC117,772$1.95M1.98%+16,47413F-HRTimeline
Smartleaf Asset Management LLC111,436$1.85M0.18%+43813F-HRTimeline
&PARTNERS108,469$1.8M0.02%+4,08513F-HRTimeline
Ellevest, Inc.98,003$1.63M0.11%+8,05913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC94,669$1.57M0.19%-12,92013F-HRTimeline
EVEXIA WEALTH LLC92,429$1.53M0.56%+2,12913F-HRTimeline
NewEdge Advisors, LLC92,050$1.53M0.01%+33,17813F-HRTimeline
Strategic Financial Concepts, LLC91,129$1.51M0.28%+22,45913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,176$1.5M<0.01%+15,64613F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH89,503$1.48M0.45%+99013F-HRTimeline
FLOW TRADERS U.S. LLC81,875$1.36M0.06%-74,06713F-HRTimeline
Ironwood Financial, llc80,552$1.34M0.29%+1,12613F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC77,479$1.29M0.39%+4,00813F-HRTimeline
Legacy Private Trust Co.75,089$1.25M0.09%-11,93413F-HRTimeline
River Wealth Advisors LLC70,064$1.16M0.16%+7,85313F-HRTimeline
Secure Asset Management, LLC68,371$1.13M0.23%-103,50613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding66,008$1.1M+47,206Timeline
ArborFi Advisors, LLC65,783$1.09M1.08%+4,47113F-HRTimeline
AA Financial Advisors, LLC63,581$1.05M0.26%013F-HRTimeline
Red Spruce Capital, LLC63,213$1.05M0.49%+1,14413F-HRTimeline
Independence Bank of Kentucky62,736$1.04M0.16%-913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,106$1.03M<0.01%-68,70613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,045$980K<0.01%+7,43213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.57,711$957K0.01%+5,98013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…56,396$936K0.4%new13F-HRTimeline
Sigma Planning Corp56,345$935K0.03%-50013F-HRTimeline
JPL Wealth Management, LLC55,095$914K0.26%+14,58913F-HR/ATimeline
Cetera Investment Advisers54,965$912K<0.01%+23,41613F-HRTimeline
Geneos Wealth Management Inc.51,169$849K0.01%+32,76613F-HRTimeline
HRT FINANCIAL LP50,608$839K0.01%new13F-HRTimeline
Segment Wealth Management, LLC50,270$834K0.06%+80013F-HRTimeline
DOVER ADVISORS, LLC49,038$814K0.35%-3,00013F-HRTimeline
CRA Financial Services, LLC48,960$812K0.14%+9,13513F-HRTimeline
LANARK FINANCIAL, INC.47,604$789K0.07%+47,55713F-HRTimeline
Coordinated Financial Services, Inc./CO47,213$783K0.6%13F-HRTimeline
COMERICA BANK46,303$768K<0.01%+18,96413F-HRTimeline
VestGen Advisors, LLC43,987$730K0.03%13F-HRTimeline
Integrated Wealth Concepts LLC43,652$724K0.01%+18,44213F-HRTimeline
HANOVER ADVISORS INC40,907$679K0.29%+20,70413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,708$675K<0.01%+16,17213F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC37,822$627K0.07%+1,40913F-HRTimeline
EP Wealth Advisors, LLC37,553$623K<0.01%013F-HRTimeline
Apella Capital, LLC37,530$620K0.02%+1,40513F-HRTimeline
Hobbs Group Advisors, LLC35,992$597K0.23%+1,96513F-HRTimeline
Quartz Partners, LLC34,562$573K0.35%-1,37913F-HRTimeline
HARBOUR INVESTMENTS, INC.34,434$571K0.02%+13,32713F-HRTimeline
First City Capital Management, Inc.33,967$564K0.34%-33313F-HRTimeline
Allen Capital Group, LLC32,539$540K0.06%+7,94613F-HRTimeline
PRIVATE MANAGEMENT GROUP INC31,607$524K0.02%+5,24513F-HRTimeline
Avior Wealth Management, LLC30,671$509K0.02%+25,17113F-HRTimeline
Masso Torrence Wealth Management Inc.30,508$506K0.27%-32,29413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30,442$505K0.02%+13513F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC28,524$473K0.03%+4,11913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,726$443K<0.01%+10213F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL26,020$432K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC25,864$429K0.01%+3,52213F-HRTimeline
Redhawk Wealth Advisors, Inc.24,938$414K0.06%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC24,828$412K0.03%+50013F-HRTimeline
Astoria Portfolio Advisors LLC.25,055$412K0.14%+2313F-HRTimeline
Oliver Luxxe Assets LLC24,800$411K0.08%+12,55013F-HRTimeline
HighTower Advisors, LLC24,521$407K<0.01%+1,30213F-HRTimeline
Heritage Trust Co23,975$398K0.05%+7,77013F-HRTimeline
Keel Point, LLC22,949$381K0.03%new13F-HRTimeline
Waverly Advisors, LLC22,439$372K<0.01%+1,07913F-HRTimeline
Meridian Financial Partners LLC21,905$363K0.18%-8313F-HRTimeline
First Horizon Advisors, Inc.20,812$345K0.01%+61313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,516$340K<0.01%+6,53213F-HRTimeline
Creative Planningin group Creative Planning19,817$329K<0.01%new13F-HRTimelineGroup
EVERPAR ADVISORS LLC19,781$328K0.17%+3,50913F-HRTimeline
Larson Financial Group LLC19,621$326K0.02%+14,75713F-HRTimeline
Sensible Money, LLC19,236$319K0.14%+46013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC18,770$311K0.12%013F-HRTimeline
Capital Investment Advisors, LLC18,603$309K0.01%013F-HRTimeline
Monterey Private Wealth, Inc.16,191$269K0.08%+17913F-HRTimeline
OBSIDIAN CIO, LLC15,653$260K0.04%+11513F-HRTimeline
MORTON COMMUNITY BANK15,620$259K0.07%new13F-HRTimeline
DAVENPORT & Co LLC15,455$256K<0.01%013F-HRTimeline
Cambridge Financial Group, LLC15,260$253K0.11%013F-HRTimeline
Redmond Asset Management, LLC15,238$253K0.07%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,230$253K<0.01%new13F-HR/ATimelineGroup
GWN SECURITIES INC.15,191$252K0.01%new13F-HRTimeline
Latitude Advisors, LLC15,191$252K0.15%+16313F-HRTimeline
Redwood Financial Network Corp14,994$249K0.19%+3,30613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…14,958$248K0.17%+2,77113F-HRTimeline
Waterloo Capital, L.P.14,801$246K0.02%+18613F-HRTimeline
Insight Wealth Partners, LLC14,309$237K0.14%new13F-HRTimeline
Prospera Financial Services Inc14,046$233K0.01%-13613F-HRTimeline
Sterling Financial Group, Inc.13,778$229K0.08%-53013F-HRTimeline
Freedom Investment Management, Inc.13,546$225K0.02%-12,83313F-HRTimeline
Compound Planning, Inc.13,492$224K0.01%new13F-HRTimeline
Legacy Financial Group LLC13,364$222K0.03%+14813F-HRTimeline
Kingsview Wealth Management, LLC13,071$217K<0.01%+83413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,828$213K<0.01%013F-HRTimelineGroup
Davis Capital Management12,196$202K0.16%+1413F-HRTimeline
ETF Portfolio Partners, Inc.12,191$202K0.06%new13F-HRTimeline
Bill Few Associates, Inc.12,125$201K0.07%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,105$201K<0.01%013F-HRTimelineGroup
Unified Investment Management11,900$197K0.23%013F-HRTimeline
First Command Advisory Services, Inc.11,492$191K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,344$188K0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.11,328$188K0.22%+6,12313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,207$186K<0.01%-5,72113F-HRTimelineGroup
CWC Advisors, LLC.11,085$184K0.1%013F-HRTimeline
Nicholas Hoffman & Company, LLC.10,940$181K0.01%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
YANKCOM Partnership9,800$163K0.09%+1,52013F-HRTimeline
Laurel Wealth Advisors LLC9,779$162K0.03%+6,57913F-HRTimeline
Allworth Financial LP8,730$144K<0.01%+35013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,330$138K<0.01%-36413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,867$114K<0.01%013F-HRTimelineGroup
Key Financial Inc5,810$96.4K0.02%+1,33013F-HRTimeline
United Community Bankin group United Community Bank5,500$91.2K0.03%013F-HRTimelineGroup
Marquette Asset Management, LLC5,219$86.6K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,176$69.3K<0.01%+63213F-HRTimelineGroup
Noble Wealth Management PBC4,000$66.4K0.05%-2,67513F-HRTimeline
Knights of Columbus Asset Advisors LLC3,974$65.9K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3,913$64.9K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors3,642$60.4K0.04%13F-HRTimeline
Wayfinding Financial, LLC3,606$59K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,228$53.6K<0.01%+21213F-HRTimeline
MONTAG A & ASSOCIATES INC3,199$53.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,260$37.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,967$32.6K<0.01%+26813F-HRTimelineGroup
Rossby Financial, LCC1,456$24.2K0.01%new13F-HRTimeline
Smithfield Trust Co1,342$22K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,176$19.5K<0.01%013F-HRTimeline
West Branch Capital LLC1,060$17.6K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…766$12.7K<0.01%-44513F-HRTimelineGroup
Farther Finance Advisors, LLC700$11.6K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC612$10.2K0.01%013F-HRTimeline