Skip to content

BSCV INVESCO EXCH TRD SLF IDX FD

Follow

ETF (fund)

218 managers (220 13F filers) reported a position in BSCV shares at 2026-06-30, 83,695,095 shares in all. 25 filers opened a position and 13 filers sold out during the quarter.

Managers
218
13F filers
220
New
25
Added
127
Reduced
36
Sold out
13
Shares held by filers
83,695,095

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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, LLC10,832,928$177M1.3%+188,50813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,675,438$126M0.01%+621,89413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,287,858$70.3M0.02%+337,09713F-HRTimelineGroup
LPL Financial LLC3,510,216$57.5M0.01%+902,34613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,071,589$50.3M0.84%+628,50213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,445,458$40.1M<0.01%+327,11113F-HRTimelineGroup
Avior Wealth Management, LLC2,400,792$39.3M1.03%-287,92913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,395,263$39.2M3.04%+147,38513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,184,082$35.8M0.01%+172,01813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,180,731$35.7M<0.01%+132,33013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,820,580$29.8M<0.01%+521,30113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,645,463$27M<0.01%+262,88013F-HRTimelineGroup
MONECO ADVISORS, LLC1,578,888$25.9M1.58%+119,03813F-HRTimeline
&PARTNERS1,568,920$25.7M0.11%+61,99313F-HRTimeline
Capital Investment Counsel, LLC1,335,960$21.9M2.71%+25,08313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,311,336$21.5M0.02%+47,63213F-HRTimelineGroup
Headland Capital, LLC1,303,900$21.4M5.27%+113,81313F-HRTimeline
Waverly Advisors, LLC1,255,637$20.6M0.12%+1,232,28113F-HRTimeline
Clark Asset Management, LLC1,149,628$18.8M1.48%+174,67813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,054,065$17.3M0.02%+66,85513F-HRTimelineGroup
Janney Montgomery Scott LLC1,032,789$16.9M0.03%+38,26513F-HRTimeline
GPM Growth Investors, Inc.991,889$16.3M6.79%new13F-HRTimeline
MAI Capital Management974,092$16M0.06%+74,97113F-HRTimeline
Legacy Financial Group LLC846,268$13.9M1.56%+258,84813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC750,708$12.3M<0.01%+126,96613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP688,529$11.3M<0.01%+107,24613F-HRTimelineGroup
COOKSON PEIRCE & CO INC666,947$10.9M0.36%+17,34313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC663,366$10.9M2.79%+25,02213F-HRTimeline
DAVIS R M INC653,039$10.7M0.17%+230,97113F-HRTimeline
AMJ Financial Wealth Management622,503$10.2M2.43%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC612,339$10M0.04%+21,14213F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co602,856$9.88M0.42%-2,021,48513F-HRTimelineGroup
Goepper Burkhardt LLC588,199$9.64M2.89%+71,32613F-HRTimeline
Cornerstone Planning, LLC586,699$9.61M2.22%+16,01013F-HRTimeline
Modern Wealth Management, LLC549,842$9.01M0.11%+32,92613F-HRTimeline
Asset Dedication, LLC549,142$9M0.57%+22,92213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding548,314$8.98M+349,943Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.548,149$8.98M0.01%+29,33013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC512,472$8.39M<0.01%+267,23213F-HRTimelineGroup
KIRR MARBACH & CO LLC /IN/488,157$8M1.35%-3,15313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC485,744$7.96M0.01%+78,55813F-HRTimelineGroup
HUB Investment Partners, LLC477,244$7.82M0.14%+43,66713F-HRTimeline
Marietta Wealth Management, LLC476,339$7.8M0.8%+24,41113F-HRTimeline
MML INVESTORS SERVICES, LLC464,246$7.61M0.02%+82,55413F-HRTimeline
Sanctuary Advisors, LLC453,793$7.44M0.03%-171,33013F-HRTimeline
Red Spruce Capital, LLC422,257$6.92M2.41%+380,66813F-HRTimeline
Decker Wealth Management LLC409,510$6.71M1.43%-76,22513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding409,467$6.71M+45,098Timeline
Carmel Capital Partners, LLC395,166$6.47M2.14%+4,78013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL374,288$6.13M0.12%+28,55513F-HRTimeline
Waycross Investment Management Co372,853$6.11M4.65%+1,36113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP369,076$6.05M0.01%+322,52813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC347,477$5.69M0.07%new13F-HRTimelineGroup
Cetera Investment Advisers325,887$5.34M<0.01%+70,76213F-HRTimeline
BCS Wealth Management312,326$5.12M0.92%+6,86613F-HRTimeline
NorthAvenue LLC303,722$4.98M3.56%+15,86513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…301,790$4.94M0.06%+14,14913F-HRTimelineGroup
MORTON COMMUNITY BANK268,400$4.4M0.9%+19,96613F-HRTimeline
Straight Path Wealth Management263,721$4.32M1.01%+1,00913F-HRTimeline
Ledgewood Wealth Advisors, LLC254,286$4.17M2.21%+9,63813F-HRTimeline
Carroll Advisory Group, LLC249,394$4.09M1.34%+35,15413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC221,568$3.63M0.26%+18,72313F-HRTimeline
Empirical Financial Services, LLC d.b.a…220,534$3.61M0.05%+12,23213F-HRTimeline
AA Financial Advisors, LLC215,472$3.53M0.42%-5,42313F-HRTimeline
Infinity Wealth Counsel, LLC202,533$3.32M2.68%+14,42513F-HRTimeline
Farnam Financial LLC194,069$3.18M2.32%+7,40913F-HRTimeline
Opulen Financial Group LLC193,037$3.16M1.99%+7,05513F-HRTimeline
Wilkins Miller Wealth Management, LLC180,949$2.96M1.63%+1,82613F-HRTimeline
Savvy Advisors, Inc.176,932$2.9M0.06%new13F-HRTimeline
Addison Advisors LLC175,107$2.87M1.35%-186,61413F-HRTimeline
Carnegie Investment Counsel174,505$2.86M0.06%+58,70313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS164,328$2.69M<0.01%+24,56313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC157,448$2.58M0.34%+88,79613F-HRTimeline
Heritage Trust Co155,151$2.54M0.22%+37,43113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.153,900$2.52M0.02%+11,31113F-HRTimelineGroup
WEBSTER BANK, N. A.153,564$2.52M0.22%new13F-HRTimeline
Cambridge Investment Research Advisors,…152,960$2.51M0.01%+37,36113F-HR/ATimeline
LeClair Wealth Partners LLC150,853$2.47M1.28%new13F-HRTimeline
SFE Investment Counsel145,019$2.38M0.33%+17,41613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,666$2.21M<0.01%+11,84213F-HRTimeline
NewEdge Advisors, LLC120,387$1.97M0.01%-4,79013F-HRTimeline
Ellevest, Inc.120,277$1.97M0.23%+4,66613F-HRTimeline
ProVise Management Group, LLC114,515$1.88M0.13%+62,87513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC100,019$1.64M0.22%-4,88013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC98,384$1.61M0.4%+4,99913F-HRTimeline
Independence Bank of Kentucky94,920$1.56M0.18%+9,55013F-HRTimeline
Oliver Luxxe Assets LLC92,889$1.52M0.22%+32,22413F-HRTimeline
EVERPAR ADVISORS LLC90,601$1.48M0.42%+10,18813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH90,215$1.48M0.32%+1,05313F-HRTimeline
Golden Reserve Retirement LLC89,745$1.47M0.23%+24,99713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…88,397$1.44M<0.01%-2,60013F-HRTimeline
ArborFi Advisors, LLC84,791$1.39M1.01%+3,20613F-HRTimeline
J.W. COLE ADVISORS, INC.83,666$1.37M0.02%new13F-HRTimeline
River Wealth Advisors LLC80,448$1.32M0.14%-2,41713F-HR/ATimeline
Clearstead Advisors, LLC77,859$1.28M0.01%+11,77813F-HRTimeline
Ark Wealth Advisors LLC77,649$1.27M1.13%+15,83913F-HRTimeline
Farther Finance Advisors, LLC72,423$1.19M0.01%+3,26513F-HRTimeline
Avise Financial Cooperative, Inc.70,825$1.16M0.82%+6,68113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…69,877$1.14M<0.01%+6,48913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC68,552$1.12M<0.01%-6,60613F-HRTimelineGroup
Atria Investments, Inc66,402$1.09M0.01%-102,93213F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC66,304$1.09M0.37%+5,99913F-HRTimeline
CVFG LLC62,568$1.03M0.11%013F-HRTimeline
Redmond Asset Management, LLC61,367$1.01M0.25%+4,43913F-HRTimeline
Legacy Wealth Management, LLC / MS61,145$1M0.26%+11,38013F-HRTimeline
Integrated Wealth Concepts LLC60,188$986K<0.01%+20,72813F-HRTimeline
Beacon Pointe Advisors, LLC59,134$969K<0.01%+4,15813F-HRTimeline
VestGen Advisors, LLC57,118$936K0.03%+12,43013F-HRTimeline
Parallel Advisors, LLC55,212$905K0.01%new13F-HRTimeline
FCA CORP /TX54,044$886K0.22%+1,89813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC51,096$837K0.01%+4,61313F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC48,975$802K0.07%013F-HRTimeline
Apella Capital, LLC47,485$777K0.01%+89813F-HRTimeline
Aprio Wealth Management, LLC45,594$747K0.04%+33,89713F-HRTimeline
IMA Advisory Services, Inc.45,249$741K0.05%new13F-HRTimeline
Allen Capital Group, LLC41,278$676K0.06%+3,89813F-HRTimeline
HANOVER ADVISORS INC41,184$675K0.24%+6,37313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,503$664K0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.39,850$653K0.01%+81813F-HRTimeline
SAX WEALTH ADVISORS, LLC37,325$614K0.02%+9,23513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.35,300$578K0.01%013F-HRTimelineGroup
Wealth Quarterback LLC34,452$564K0.17%+5,34713F-HRTimeline
Hobbs Group Advisors, LLC34,399$564K0.15%-8,80513F-HRTimeline
HARBOUR INVESTMENTS, INC.33,476$548K0.01%+12,84113F-HRTimeline
Ironwood Financial, llc32,840$534K0.08%+43013F-HRTimeline
Apeiron RIA LLC31,526$517K0.13%-40,54613F-HRTimeline
First Command Advisory Services, Inc.31,488$516K<0.01%+17,86513F-HRTimeline
Axis Wealth Partners, LLC31,187$511K0.25%+1,26413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding31,016$508K-827,270Timeline
Capital Analysts, LLCin group Capital Analysts, LLC30,761$504K0.01%+7,50513F-HRTimelineGroup
Capital Investment Advisory Services, L…29,000$475K0.03%013F-HRTimeline
Quartz Partners, LLC27,942$458K0.15%013F-HRTimeline
Redwood Financial Network Corp26,263$430K0.24%+1,80713F-HRTimeline
Redhawk Wealth Advisors, Inc.25,908$424K0.04%+12813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP25,831$423K0.01%+14,33213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,376$399K<0.01%+3,95413F-HRTimelineGroup
JM2 Capital Inc.22,177$363K0.25%+1,95913F-HRTimeline
Milestones Private Investment Advisors …22,129$363K0.29%-82513F-HRTimeline
Whitener Capital Management, Inc.22,042$361K0.08%+3,76013F-HRTimeline
Segment Wealth Management, LLC21,850$358K0.02%+1,20013F-HRTimeline
ETF Store, Inc.21,421$351K0.29%+3,27013F-HRTimeline
YANKCOM Partnership20,733$340K0.12%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC20,634$338K0.06%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC20,510$336K0.12%013F-HRTimeline
Capital Investment Advisors, LLC20,367$334K<0.01%+65013F-HRTimeline
XY Planning Network, Inc.19,767$324K0.04%+23113F-HRTimeline
Tempo Wealth, LLC19,698$323K0.05%-3213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,817$308K<0.01%new13F-HRTimeline
Private Advisor Group, LLC18,775$308K<0.01%+24313F-HRTimeline
Rothschild Wealth LLC18,484$303K0.02%013F-HRTimeline
Wingate Wealth Advisors, Inc.18,015$295K0.13%+21113F-HRTimeline
Pinnacle Bancorp, Inc.17,634$289K0.08%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC17,427$286K0.01%-61013F-HRTimeline
Roundview Capital LLC16,801$275K0.02%new13F-HRTimeline
Bill Few Associates, Inc.16,600$272K0.06%013F-HRTimeline
HighTower Advisors, LLC16,283$267K<0.01%+1,84413F-HRTimeline
Legacy Wealth Partners, LLC16,131$264K0.06%-4,02113F-HRTimeline
Gladstone Institutional Advisory LLC15,961$262K0.01%+3,44813F-HRTimeline
RPg Family Wealth Advisory, LLC15,000$246K0.04%-8,19413F-HR/ATimeline
Dynamic Advisor Solutions LLC14,856$243K0.01%+17313F-HRTimeline
Vestmark Advisory Solutions, Inc.14,079$231K<0.01%new13F-HRTimeline
CRA Financial Services, LLC13,575$222K0.03%new13F-HRTimeline
Accurate Wealth Management, LLC13,453$220K0.02%-1,39413F-HRTimeline
Livet Wealth, LLC13,238$217K0.13%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,862$211K<0.01%-64,50313F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,623$207K<0.01%+55513F-HRTimelineGroup
Compton Financial Group, LLC12,206$200K0.04%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,124$199K0.01%-22013F-HRTimeline
GILL CAPITAL PARTNERS, LLC12,035$197K0.05%-1,84913F-HRTimeline
Darden Wealth Group Inc12,000$197K0.08%013F-HRTimeline
Sequoia Financial Advisors, LLC11,792$193K<0.01%-14,28013F-HRTimeline
Kingsview Wealth Management, LLC11,638$191K<0.01%+59113F-HRTimeline
Berman McAleer LLC11,595$190K0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC11,503$188K<0.01%new13F-HRTimelineGroup
Somerset Trust Co11,454$188K0.05%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC11,370$186K0.04%013F-HRTimeline
Larson Financial Group LLC11,219$184K<0.01%-1,49013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC10,889$178K0.02%-26713F-HRTimeline
Yoder Wealth Management, Inc.10,700$175K0.07%+60013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,654$175K<0.01%-14713F-HRTimelineGroup
Key Financial Inc10,599$174K0.03%+35013F-HRTimeline
WORLD EQUITY GROUP, INC.10,523$172K0.04%013F-HRTimeline
RVW Wealth, LLC10,220$167K0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC10,029$164K0.01%-2,19813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,907$162K<0.01%-23513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,617$125K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,255$119K<0.01%-3,26513F-HRTimelineGroup
IFP Advisors, Inc6,412$105K<0.01%-7813F-HRTimeline
MONTAG A & ASSOCIATES INC6,254$102K<0.01%-3,00013F-HRTimeline
EP Wealth Advisors, LLC6,233$102K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC5,626$92.2K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$81.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,631$75.9K<0.01%+4,03113F-HRTimeline
Sarver Vrooman Wealth Advisors4,498$73.7K0.04%013F-HRTimeline
SJS Investment Consulting Inc.4,007$65.7K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,907$64K<0.01%new13F-HRTimeline
Davis Capital Management3,404$55.8K0.03%+22513F-HRTimeline
Steward Partners Investment Advisory, L…3,346$54.8K<0.01%+43213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,555$41.9K<0.01%-2513F-HRTimeline
EASTERN BANK2,016$33K<0.01%013F-HRTimeline