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Disclosery

BSCU INVESCO EXCH TRD SLF IDX FD

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SHS (fund)

296 managers (299 13F filers) reported a position in BSCU shares at 2026-03-31, 121,764,798 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
296
13F filers
299
New
1
Added
7
Reduced
1
Sold out
0
Shares held by filers
121,764,798

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY10,688,308$179M0.01%+1,089,33213F-HRTimelineGroup
Aptus Capital Advisors, LLC9,225,294$154M1.3%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,438,015$141M0.55%13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,147,847$86.1M0.03%13F-HRTimelineGroup
LPL Financial LLC5,124,848$85.7M0.02%13F-HRTimeline
TruWealth Advisors, LLC4,680,408$78.3M3.76%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,405,136$73.6M0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC3,820,540$63.9M0.58%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,254,571$54.4M0.01%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,780,691$46.5M<0.01%13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,639,665$44.1M0.01%13F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co2,621,207$43.8M2.12%13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,608,754$43.6M0.84%13F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,216,757$37.1M0.01%13F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC2,156,089$36M3.15%13F-HRTimeline
&PARTNERS1,912,512$31.9M0.16%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,903,876$31.8M0.36%13F-HRTimelineGroup
TLWM1,805,663$30.2M5.44%13F-HRTimeline
MAI Capital Management1,673,196$28M0.16%13F-HRTimeline
IMA Advisory Services, Inc.1,448,572$24.2M2.36%13F-HRTimeline
MONECO ADVISORS, LLC1,420,995$23.8M1.84%13F-HRTimeline
Capital Investment Counsel, LLC1,168,992$19.5M2.68%13F-HRTimeline
Clark Asset Management, LLC1,157,736$19.4M1.82%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,138,622$19M0.01%13F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,049,383$17.5M1.98%13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.999,401$16.7M0.03%13F-HRTimelineGroup
FORONJY FINANCIAL LLC963,719$16.1M6.7%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth959,962$16M0.02%13F-HRTimelineGroup
Advisors Capital Management, LLC955,693$16M0.19%13F-HRTimeline
DAVIS R M INC808,747$13.5M0.24%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.763,061$12.8M0.02%13F-HRTimelineGroup
Asset Dedication, LLC717,414$12M0.84%13F-HRTimeline
Cambridge Investment Research Advisors,…692,248$11.6M0.03%13F-HRTimeline
KIRR MARBACH & CO LLC /IN/689,400$11.5M2.1%13F-HRTimeline
MML INVESTORS SERVICES, LLC683,399$11.4M0.03%13F-HRTimeline
CVFG LLC670,503$11.2M1.39%13F-HRTimeline
CWM, LLCin group CWM, LLC661,157$11.1M0.03%13F-HRTimelineGroup
Janney Montgomery Scott LLC648,957$10.8M0.03%13F-HRTimeline
COOKSON PEIRCE & CO INC646,116$10.8M0.46%13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC637,269$10.7M2.91%13F-HRTimeline
Goepper Burkhardt LLC617,619$10.3M3.45%13F-HRTimeline
NewEdge Advisors, LLC571,449$9.55M0.03%13F-HR/ATimeline
Cornerstone Planning, LLC567,021$9.5M2.14%+140,21613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding565,465$9.45MnewTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP551,941$9.16M<0.01%13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding534,473$8.94MnewTimeline
Independent Advisor Alliance509,239$8.51M0.09%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC508,021$8.49M<0.01%13F-HR/ATimelineGroup
AMJ Financial Wealth Management489,231$8.18M1.94%13F-HRTimeline
VISTA INVESTMENT MANAGEMENT479,552$8.02M2.69%13F-HRTimeline
HUB Investment Partners, LLC478,616$8M0.2%13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL466,464$7.8M0.16%13F-HRTimeline
GPM Growth Investors, Inc.457,241$7.64M3.21%13F-HRTimeline
Sanctuary Advisors, LLC453,873$7.59M0.04%13F-HRTimeline
Marietta Wealth Management, LLC446,909$7.47M0.89%13F-HRTimeline
Decker Wealth Management LLC430,184$7.19M1.63%+23,46013F-HRTimeline
Modern Wealth Management, LLC374,410$6.26M0.11%13F-HRTimeline
ProVise Management Group, LLC374,385$6.26M0.45%13F-HRTimeline
Waycross Investment Management Co368,183$6.16M5.88%13F-HRTimeline
Wilkins Miller Wealth Management, LLC366,781$6.13M3.71%13F-HRTimeline
Cetera Investment Advisers366,431$6.13M0.01%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC362,811$6.07M<0.01%13F-HRTimelineGroup
Addison Advisors LLC354,188$5.92M1.31%13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …350,831$5.87M0.77%13F-HRTimeline
MORTON COMMUNITY BANK324,935$5.43M1.18%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…313,580$5.24M0.07%13F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC289,718$4.84M2.73%13F-HRTimeline
Gladstone Institutional Advisory LLC286,629$4.79M0.18%13F-HRTimeline
Carroll Advisory Group, LLC286,149$4.78M1.86%13F-HRTimeline
BCS Wealth Management279,332$4.67M0.95%13F-HRTimeline
Straight Path Wealth Management271,731$4.54M1.21%13F-HRTimeline
NorthAvenue LLC269,116$4.5M3.58%+7,85213F-HRTimeline
HighPoint Advisor Group LLC258,427$4.32M0.18%-107,54013F-HRTimeline
SFE Investment Counsel257,115$4.3M0.69%13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC254,823$4.26M1.79%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC249,359$4.17M0.01%13F-HRTimeline
Atria Investments, Inc248,943$4.16M0.05%13F-HRTimeline
Souders Financial Advisors243,575$4.07M0.46%13F-HRTimeline
Carnegie Investment Counsel241,190$4.03M0.08%13F-HRTimeline
Geneos Wealth Management Inc.234,725$3.92M0.09%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP233,812$3.91M<0.01%13F-HRTimelineGroup
Horizons Wealth Management231,938$3.88M2.58%13F-HRTimeline
Coastline Complete Wealth LLC231,668$3.87M2.4%13F-HRTimeline
Farnam Financial LLC228,922$3.83M3.15%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP208,992$3.49M<0.01%13F-HRTimelineGroup
Opulen Financial Group LLC206,535$3.45M2.43%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS204,998$3.43M0.01%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC202,657$3.39M<0.01%13F-HRTimelineGroup
S.E.E.D. Planning Group LLC201,966$3.38M0.98%13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC200,631$3.35M0.27%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…200,282$3.35M0.06%13F-HRTimeline
Infinity Wealth Counsel, LLC195,269$3.26M3%13F-HRTimeline
MGO ONE SEVEN LLC183,014$3.06M0.06%13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA179,094$2.98M0.09%13F-HRTimelineGroup
Prospera Financial Services Inc167,894$2.81M0.05%13F-HRTimeline
Avior Wealth Management, LLC164,815$2.76M0.08%13F-HRTimeline
Private Advisor Group, LLC155,486$2.6M0.01%13F-HRTimeline
Milestones Private Investment Advisors …153,787$2.57M2.27%13F-HRTimeline
Ellevest, Inc.152,829$2.56M0.36%13F-HRTimeline
AlphaStar Capital Management, LLC149,660$2.5M0.18%13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC140,209$2.34M0.34%13F-HRTimeline
Dynamic Advisor Solutions LLC124,598$2.08M0.07%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…121,645$2.03M<0.01%13F-HRTimelineGroup
Leo Wealth, LLC119,184$1.99M0.14%13F-HRTimeline
True Vision MN LLC118,937$1.99M1.03%13F-HRTimeline
VestGen Advisors, LLC116,311$1.94M0.05%13F-HRTimeline
Beacon Pointe Advisors, LLC113,157$1.89M0.01%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC111,320$1.86M0.18%13F-HR/ATimeline
SEMITAM BONAM LLC108,645$1.82M1.48%13F-HRTimeline
Heritage Trust Co106,951$1.79M0.18%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,717$1.65M<0.01%13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC96,154$1.61M0.24%13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC94,951$1.59M0.42%13F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH93,717$1.57M0.38%13F-HRTimeline
Ironwood Financial, llc91,385$1.53M0.27%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC84,913$1.42M0.3%13F-HRTimeline
Red Spruce Capital, LLC84,465$1.41M0.58%13F-HRTimeline
River Wealth Advisors LLC82,160$1.37M0.16%13F-HRTimeline
EVERPAR ADVISORS LLC81,549$1.36M0.47%13F-HRTimeline
Livet Wealth, LLC80,260$1.34M0.85%13F-HRTimeline
ArborFi Advisors, LLC78,641$1.31M1.07%13F-HRTimeline
Meridian Financial Partners LLC77,848$1.3M0.5%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC77,566$1.3M0.03%+45,18313F-HRTimelineGroup
Independence Bank of Kentucky76,975$1.29M0.16%13F-HRTimeline
CRA Financial Services, LLC75,735$1.27M0.16%13F-HRTimeline
JPL Wealth Management, LLC73,254$1.22M0.28%13F-HR/ATimeline
AA Financial Advisors, LLC73,033$1.22M0.17%13F-HRTimeline
Apeiron RIA LLC70,946$1.19M0.27%13F-HRTimeline
EVEXIA WEALTH LLC68,367$1.15M0.32%13F-HRTimeline
Integrated Wealth Concepts LLC66,638$1.11M0.01%13F-HRTimeline
Oliver Luxxe Assets LLC64,098$1.07M0.16%13F-HRTimeline
Golden Reserve Retirement LLC63,631$1.06M0.22%13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC63,519$1.06M0.44%13F-HRTimeline
Coordinated Financial Services, Inc.62,253$1.04M0.6%13F-HRTimeline
Tempo Wealth, LLC61,856$1.03M0.18%13F-HRTimeline
Camelot Portfolios, LLC61,798$1.03M0.78%13F-HRTimeline
Apella Capital, LLC61,219$1.03M0.02%13F-HRTimeline
Laurel Wealth Advisors LLC59,816$1M0.1%13F-HRTimeline
Legacy Private Trust Co.58,131$972K0.06%13F-HRTimeline
Segment Wealth Management, LLC55,655$931K0.05%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,760$927K0.01%13F-HRTimelineGroup
Cordatus Wealth Management LLC55,395$926K0.22%13F-HRTimeline
HANOVER ADVISORS INC54,808$916K0.37%13F-HRTimeline
Western Financial Corp/CA54,176$906K0.35%13F-HRTimeline
Old Port Advisors53,442$894K0.21%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC52,501$878K0.01%13F-HRTimelineGroup
First City Capital Management, Inc.51,825$866K0.46%13F-HRTimeline
DOVER ADVISORS, LLC51,782$866K0.36%13F-HRTimeline
Wingate Wealth Advisors, Inc.50,831$850K0.45%13F-HRTimeline
Whitener Capital Management, Inc.50,570$845K0.19%13F-HRTimeline
Key Financial Inc49,989$836K0.15%13F-HRTimeline
Keel Point, LLC49,027$820K0.05%13F-HRTimeline
HARBOUR INVESTMENTS, INC.48,736$815K0.01%13F-HRTimeline
Sigma Planning Corp47,928$801K0.02%13F-HRTimeline
Farther Finance Advisors, LLC47,591$796K0.01%13F-HRTimeline
First Command Advisory Services, Inc.46,972$785K0.01%13F-HRTimeline
Rothschild Wealth LLC46,788$782K0.07%13F-HRTimeline
Cypress Wealth Services, LLC46,507$778K0.11%13F-HRTimeline
Redmond Asset Management, LLC45,892$767K0.21%13F-HRTimeline
Hobbs Group Advisors, LLC44,431$743K0.22%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC42,195$705K<0.01%13F-HRTimelineGroup
HighTower Advisors, LLC42,053$703K<0.01%13F-HRTimeline
Accurate Wealth Management, LLC41,815$701K0.08%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…41,397$692K<0.01%13F-HRTimelineGroup
Newport Capital Group, LLC40,033$669K0.41%13F-HRTimeline
SAX WEALTH ADVISORS, LLC37,232$630K0.03%13F-HRTimeline
Creative Planningin group Creative Planning37,085$620K<0.01%13F-HRTimelineGroup
Allen Capital Group, LLC36,822$616K0.06%13F-HRTimeline
Legacy Wealth Management, LLC / MS34,372$575K0.16%13F-HRTimeline
JM2 Capital Inc.34,288$573K0.48%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC34,055$569K0.01%+12013F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding33,944$567KnewTimeline
EP Wealth Advisors, LLC33,768$565K<0.01%13F-HRTimeline
Redwood Financial Network Corp33,407$559K0.37%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,880$550K<0.01%013F-HRTimelineGroup
Foundations Investment Advisors, LLC31,977$535K0.01%13F-HRTimeline
Sensible Money, LLC31,735$531K0.16%13F-HRTimeline
Sequoia Financial Advisors, LLC31,584$528K<0.01%13F-HRTimeline
Axis Wealth Partners, LLC30,844$516K0.27%13F-HRTimeline
Kessler Investment Group, LLC30,013$502K0.24%13F-HRTimeline
Western Wealth Management, LLC29,875$499K0.02%13F-HR/ATimeline
PRIVATE MANAGEMENT GROUP INC29,615$495K0.01%13F-HRTimeline
Aprio Wealth Management, LLC29,594$495K0.03%13F-HRTimeline
Wealth Quarterback LLC28,797$481K0.19%13F-HRTimeline
Roundview Capital LLC28,054$469K0.03%13F-HRTimeline
Quartz Partners, LLC27,538$460K0.18%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26,544$444K0.01%13F-HRTimelineGroup
PRIVATE TRUST CO NA25,512$427K0.04%13F-HRTimeline
Net Worth Advisory Group25,446$425K0.09%13F-HRTimeline
Redhawk Wealth Advisors, Inc.25,345$424K0.05%13F-HRTimeline
Waverly Advisors, LLC25,315$423K<0.01%13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC23,138$387K0.02%13F-HRTimeline
RPg Family Wealth Advisory, LLC22,841$382K0.08%13F-HRTimeline
American Institute for Advanced Investm…22,830$382K0.25%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,669$379K0.01%13F-HRTimeline
Kingsview Wealth Management, LLC22,160$370K0.01%13F-HRTimeline
Mariner, LLCin group Mariner, LLC22,151$370K<0.01%13F-HRTimelineGroup
Arkadios Wealth Advisors21,698$363K0.01%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,272$355K<0.01%13F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/21,138$353K0.01%13F-HRTimeline