BSCU INVESCO EXCH TRD SLF IDX FD
FollowSHS (fund)
Filings received so far for Q4 2025: 11 13F filers report a position in BSCU shares at 2025-12-31. The quarter is not complete: its 13F deadline is 2026-02-14, and the counts grow as filings arrive.
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 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MORGAN STANLEYin group MORGAN STANLEY | 9,598,976 | $162M | 0.01% | +1,863,230 | 13F-HR/ATimelineGroup |
| Cornerstone Planning, LLC | 426,805 | $7.23M | 1.68% | 13F-HRTimeline | |
| Decker Wealth Management LLC | 406,724 | $6.88M | 1.51% | 13F-HRTimeline | |
| HighPoint Advisor Group LLC | 365,967 | $6.19M | 0.26% | 13F-HR/ATimeline | |
| NorthAvenue LLC | 261,264 | $4.42M | 3.66% | 13F-HRTimeline | |
| INDEPENDENT FINANCIAL GROUP, LLC | 33,935 | $574K | 0.01% | +12,212 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 32,880 | $556K | <0.01% | 13F-HR/ATimelineGroup | |
| Capital Analysts, LLCin group Capital Analysts, LLC | 32,383 | $548K | 0.02% | 13F-HR/ATimelineGroup | |
| Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I… | 30,000 | $508K | 0.17% | 13F-HRTimelineGroup | |
| Sarver Vrooman Wealth Advisors | 3,642 | $61.6K | 0.04% | 13F-HR/ATimeline | |
| Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen… | 0 | $3 | <0.01% | 13F-HR/ATimelineGroupAmount filed as zero, left out of ratios. |