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Disclosery

BSCU INVESCO EXCH TRD SLF IDX FD

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SHS (fund)

214 managers (217 13F filers) reported a position in BSCU shares at 2025-06-30, 81,407,583 shares in all. 21 filers opened a position and 9 filers sold out during the quarter.

Managers
214
13F filers
217
New
21
Added
123
Reduced
40
Sold out
9
Shares held by filers
81,407,583

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
Aptus Capital Advisors, LLC7,931,126$133M1.31%+477,32313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,952,701$99.9M0.01%+633,35913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,765,827$80M0.42%+602,35113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,621,521$77.5M0.03%+133,65313F-HRTimelineGroup
TruWealth Advisors, LLC3,883,937$65.2M3.59%+488,55113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,159,364$53M0.01%+451,43113F-HRTimelineGroup
Clearstead Advisors, LLC3,123,056$52.4M0.74%+72,21213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,970,811$49.9M0.01%+92,30513F-HRTimelineGroup
LPL Financial LLC2,302,307$38.6M0.01%+134,79913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,140,405$35.9M2.26%+127,67213F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC1,981,223$33.2M3.03%+429,70813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,921,579$32.2M0.74%+131,64013F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,752,487$29.4M1.77%-187,50813F-HRTimelineGroup
TLWM1,648,405$27.7M5.26%+8,56913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,601,990$26.9M0.01%+65,26613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,598,949$26.8M<0.01%+54,59013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,351,895$22.7M<0.01%+66,00713F-HRTimelineGroup
IMA Advisory Services, Inc.1,312,174$22M2.36%+65,59313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,287,363$21.6M<0.01%+142,31213F-HR/ATimelineGroup
MAI Capital Management1,164,560$19.5M0.14%+105,27913F-HRTimeline
MONECO ADVISORS, LLC1,123,513$18.9M1.75%+154,56613F-HRTimeline
Advisors Capital Management, LLC865,124$14.5M0.2%+46113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.857,374$14.4M0.03%+68,39113F-HRTimelineGroup
FORONJY FINANCIAL LLC808,764$13.6M6.35%13F-HRTimeline
CWM, LLCin group CWM, LLC807,432$13.5M0.05%+3,73913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth717,320$12M0.03%+40,11513F-HRTimelineGroup
Capital Investment Counsel, LLC671,089$11.3M1.75%+240,29313F-HRTimeline
Clark Asset Management, LLC614,529$10.3M1.41%+114,12413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP599,214$10.1M0.01%+5,89113F-HRTimelineGroup
COOKSON PEIRCE & CO INC591,861$9.93M0.44%+1,85413F-HRTimeline
Cambridge Investment Research Advisors,…521,327$8.75M0.03%+27,36113F-HRTimeline
Janney Montgomery Scott LLC507,039$8.51M0.02%-81,55613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.471,489$7.91M0.01%+15,05613F-HR/ATimelineGroup
AMJ Financial Wealth Management469,272$7.87M1.99%+4,37013F-HRTimeline
Goepper Burkhardt LLC466,523$7.83M2.88%+76,37313F-HRTimeline
MML INVESTORS SERVICES, LLC464,307$7.79M0.02%+34,43713F-HRTimeline
Asset Dedication, LLC459,417$7.71M0.56%+16,09213F-HRTimeline
VISTA INVESTMENT MANAGEMENT438,658$7.36M2.73%+1,18113F-HRTimeline
HUB Investment Partners, LLC410,340$6.89M0.24%+1,97913F-HRTimeline
Waycross Investment Management Co396,405$6.65M6.92%-1,01813F-HRTimeline
Marietta Wealth Management, LLC386,136$6.48M0.84%+6,71013F-HRTimeline
DAVIS R M INC370,672$6.22M0.12%+133,03413F-HRTimeline
Modern Wealth Management, LLC346,933$5.82M0.14%new13F-HR/ATimeline
Kaye Capital Management346,069$5.81M2.23%+16,65413F-HRTimeline
NorthCrest Asset Manangement, LLC300,969$5.04M0.14%-3,63213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL287,637$4.83M0.11%+261,61713F-HRTimeline
Addison Advisors LLC285,094$4.78M1.19%+18,29713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC279,595$4.69M<0.01%+110,60613F-HRTimelineGroup
Geneos Wealth Management Inc.270,943$4.55M0.11%+219,77413F-HRTimeline
BCS Wealth Management270,785$4.54M0.98%+24,01713F-HRTimeline
Wilkins Miller Wealth Management, LLC251,492$4.22M2.87%+9,90913F-HRTimeline
COUNTRY CLUB BANK249,717$4.18M0.26%-12,17013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding247,755$4.16M+42,918Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP247,813$4.15M<0.01%+76,85313F-HRTimelineGroup
MORTON COMMUNITY BANK244,718$4.11M1.02%+229,09813F-HRTimeline
Sanctuary Advisors, LLC223,092$3.74M0.02%+15,82013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO217,054$3.64M<0.01%+208,72413F-HRTimelineGroup
Horizons Wealth Management217,042$3.64M2.63%+1,03613F-HRTimeline
Souders Financial Advisors211,249$3.54M0.45%+25,59713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…198,908$3.34M0.05%+11,95913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…190,900$3.2M0.07%+5,97013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP187,745$3.15M<0.01%+27,15513F-HRTimelineGroup
SFE Investment Counsel185,362$3.11M0.55%+53,03613F-HRTimeline
EVEXIA WEALTH LLC185,311$3.11M0.98%+92,88213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC184,850$3.1M<0.01%+122,74413F-HRTimelineGroup
Straight Path Wealth Management184,664$3.1M1.05%+42,38613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC177,723$2.98M0.24%+5,53113F-HRTimeline
Private Advisor Group, LLC175,398$2.94M0.02%-78,39513F-HRTimeline
Infinity Wealth Counsel, LLC173,066$2.9M2.94%+5,66613F-HRTimeline
Carnegie Investment Counsel172,708$2.9M0.06%+9,94813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…164,369$2.75M<0.01%+11,76613F-HRTimeline
Farnam Financial LLC161,120$2.7M2.43%+43,34813F-HRTimeline
&PARTNERS160,585$2.69M0.02%+52,11613F-HRTimeline
Atria Investments, Inc159,901$2.68M0.03%+8,16313F-HRTimeline
Legacy CG, LLC154,671$2.6M0.77%-2,01813F-HRTimeline
Opulen Financial Group LLC144,540$2.43M1.99%+9,04213F-HRTimeline
Milestones Private Investment Advisors …132,512$2.22M1.65%13F-HRTimeline
Ledgewood Wealth Advisors, LLC125,029$2.1M1.32%+86313F-HRTimeline
NewEdge Advisors, LLC123,502$2.07M0.01%+31,45213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS112,281$1.88M<0.01%+22,10513F-HRTimeline
Smartleaf Asset Management LLC110,973$1.86M0.16%-46313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC105,120$1.76M<0.01%-29,71013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding104,864$1.76M+38,856Timeline
Ellevest, Inc.99,941$1.68M0.27%+1,93813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH90,574$1.52M0.43%+1,07113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC90,202$1.51M0.17%-4,46713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,288$1.45M<0.01%-269,67913F-HRTimelineGroup
Exchange Capital Management, Inc.85,197$1.43M0.21%-75,05313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…84,223$1.41M<0.01%+25,17813F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC80,101$1.34M0.4%+2,62213F-HRTimeline
Cetera Investment Advisers79,831$1.34M<0.01%+24,86613F-HRTimeline
Ironwood Financial, llc80,552$1.34M0.29%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.79,067$1.33M0.01%+21,35613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,226$1.21M<0.01%new13F-HRTimelineGroup
Red Spruce Capital, LLC71,935$1.21M0.52%+8,72213F-HRTimeline
Legacy Private Trust Co.71,176$1.19M0.08%-3,91313F-HRTimeline
Avior Wealth Management, LLC69,978$1.17M0.04%+39,30713F-HRTimeline
ArborFi Advisors, LLC69,684$1.17M1.03%+3,90113F-HRTimeline
River Wealth Advisors LLC69,249$1.16M0.14%-81513F-HRTimeline
VestGen Advisors, LLC65,154$1.1M0.04%+21,16713F-HRTimeline
Independence Bank of Kentucky64,421$1.08M0.15%+1,68513F-HRTimeline
Coordinated Financial Services, Inc.57,601$967K0.67%13F-HRTimeline
Sigma Planning Corp53,095$891K0.03%-3,25013F-HRTimeline
Hobbs Group Advisors, LLC52,940$888K0.3%+16,94813F-HRTimeline
Segment Wealth Management, LLC51,670$867K0.06%+1,40013F-HRTimeline
CRA Financial Services, LLC49,960$838K0.13%+1,00013F-HRTimeline
JPL Wealth Management, LLC49,371$828K0.22%-5,72413F-HRTimeline
DOVER ADVISORS, LLC47,882$803K0.35%-1,15613F-HRTimeline
LANARK FINANCIAL, INC.45,925$770K0.06%-1,67913F-HRTimeline
HANOVER ADVISORS INC44,186$741K0.3%+3,27913F-HRTimeline
Heritage Trust Co40,063$672K0.08%+16,08813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,912$653K<0.01%-1,79613F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC38,077$639K0.07%+25513F-HRTimeline
EP Wealth Advisors, LLC37,553$630K<0.01%013F-HRTimeline
Apella Capital, LLC36,060$603K0.02%-1,47013F-HRTimeline
Allen Capital Group, LLC35,087$589K0.06%+2,54813F-HRTimeline
SAX WEALTH ADVISORS, LLC34,812$584K0.04%+6,28813F-HRTimeline
HARBOUR INVESTMENTS, INC.34,774$584K0.01%+34013F-HRTimeline
Quartz Partners, LLC34,562$580K0.27%013F-HRTimeline
COMERICA BANK34,494$579K<0.01%-11,80913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC34,453$578K0.09%new13F-HRTimeline
HighTower Advisors, LLC34,423$578K<0.01%+9,90213F-HRTimeline
Integrated Wealth Concepts LLC34,368$577K0.01%-9,28413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.34,199$574K0.01%new13F-HRTimelineGroup
First City Capital Management, Inc.33,633$564K0.33%-33413F-HRTimeline
EVERPAR ADVISORS LLC33,154$556K0.25%+13,37313F-HRTimeline
Astoria Portfolio Advisors LLC.33,133$553K0.16%+8,07813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC32,858$551K0.16%+14,08813F-HRTimeline
Dynamic Advisor Solutions LLC32,264$541K0.02%+6,40013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC31,856$535K0.02%+1,41413F-HRTimelineGroup
Oliver Luxxe Assets LLC31,437$528K0.09%+6,63713F-HRTimeline
AA Financial Advisors, LLC31,250$524K0.11%-32,33113F-HRTimeline
PRIVATE MANAGEMENT GROUP INC31,157$523K0.02%-45013F-HRTimeline
Masso Torrence Wealth Management Inc.30,508$512K0.24%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,837$450K<0.01%+11113F-HRTimelineGroup
Creative Planningin group Creative Planning26,719$448K<0.01%+6,90213F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…24,955$417K0.16%-31,44113F-HRTimeline
EASTERN BANK24,500$411K0.01%-95,73113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC24,428$410K0.02%-40013F-HRTimeline
Gilbert Capital Group, Inc.24,419$410K0.34%13F-HRTimeline
Redhawk Wealth Advisors, Inc.24,175$406K0.05%-76313F-HRTimeline
First Horizon Advisors, Inc.23,412$393K0.01%+2,60013F-HRTimeline
Waverly Advisors, LLC23,228$390K<0.01%+78913F-HRTimeline
Keel Point, LLC22,949$385K0.03%013F-HRTimeline
Meridian Financial Partners LLC21,905$368K0.17%013F-HRTimeline
Compound Planning, Inc.21,230$356K0.01%+7,73813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,035$353K<0.01%+51913F-HRTimeline
Sensible Money, LLC19,253$323K0.12%+1713F-HRTimeline
Larson Financial Group LLC18,707$314K0.01%-91413F-HRTimeline
Capital Investment Advisors, LLC18,603$312K0.01%013F-HR/ATimeline
Redmond Asset Management, LLC17,653$296K0.07%+2,41513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,211$290K0.01%new13F-HRTimelineGroup
Redwood Financial Network Corp16,805$282K0.19%+1,81113F-HRTimeline
OBSIDIAN CIO, LLC15,653$263K0.04%013F-HRTimeline
Insight Wealth Partners, LLC15,523$260K0.14%+1,21413F-HRTimeline
DAVENPORT & Co LLC15,455$259K<0.01%013F-HRTimeline
Cambridge Financial Group, LLC15,260$256K0.1%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,230$256K<0.01%013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.15,093$253K0.06%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…14,958$251K0.16%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,830$249K0.02%new13F-HRTimelineGroup
Accurate Wealth Management, LLC14,708$246K0.04%new13F-HRTimeline
Legacy Wealth Management, LLC / MS14,672$246K0.07%new13F-HRTimeline
Waterloo Capital, L.P.14,609$245K0.02%-19213F-HRTimeline
Prospera Financial Services Inc14,157$238K<0.01%+11113F-HRTimeline
Kingsview Wealth Management, LLC14,112$237K<0.01%+1,04113F-HRTimeline
Freedom Investment Management, Inc.13,629$229K0.02%+8313F-HRTimeline
Legacy Financial Group LLC13,524$227K0.03%+16013F-HRTimeline
First Command Advisory Services, Inc.12,999$218K<0.01%+1,50713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,828$215K<0.01%013F-HRTimelineGroup
Sterling Financial Group, Inc.12,441$209K0.07%-1,33713F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…12,430$209K0.08%new13F-HRTimelineGroup
YANKCOM Partnership12,200$205K0.1%+2,40013F-HRTimeline
ETF Portfolio Partners, Inc.12,191$205K0.06%013F-HRTimeline
Bill Few Associates, Inc.12,125$203K0.06%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,044$202K<0.01%-6113F-HRTimelineGroup
Darden Wealth Group Inc12,000$201K0.12%new13F-HRTimeline
Unified Investment Management11,900$200K0.21%013F-HRTimeline
Farther Finance Advisors, LLC11,807$198K<0.01%+11,10713F-HRTimeline
Arkadios Wealth Advisors11,584$194K0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.11,463$192K0.17%+13513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,357$191K0.01%+1313F-HRTimeline
Key Financial Inc11,260$189K0.04%+5,45013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.11,150$187K0.02%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.10,940$184K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,776$181K<0.01%+3,90913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,682$179K<0.01%new13F-HRTimelineGroup
Koss-Olinger Consulting, LLC10,409$175K0.01%new13F-HRTimeline
Latitude Advisors, LLC10,328$173K0.09%-4,86313F-HRTimeline
CWC Advisors, LLC.10,045$169K0.09%-1,04013F-HRTimeline
Allworth Financial LP8,730$146K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank5,500$92.3K0.03%013F-HRTimelineGroup
Marquette Asset Management, LLC5,219$87.6K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC4,699$78.8K<0.01%+1,50013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,219$70.8K<0.01%new13F-HRTimeline
Knights of Columbus Asset Advisors LLC3,974$66.7K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3,913$65.7K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors3,642$61.1K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,555$59.7K<0.01%-62113F-HRTimelineGroup
IFP Advisors, Inc3,292$55.2K<0.01%+1,03213F-HRTimeline