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Disclosery

BSCV INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

137 managers (138 13F filers) reported a position in BSCV shares at 2024-12-31, 37,905,212 shares in all. 24 filers opened a position and 8 filers sold out during the quarter.

Managers
137
13F filers
138
New
24
Added
79
Reduced
13
Sold out
8
Shares held by filers
37,905,212

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC6,749,178$108M1.29%+4,310,52613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,447,374$55.3M0.02%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,146,465$34.5M<0.01%+177,04813F-HR/ATimelineGroup
Avior Wealth Management, LLC1,998,814$32.1M1.17%+1,997,14113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,648,304$26.5M0.01%+131,59313F-HRTimelineGroup
LPL Financial LLC1,599,385$25.7M0.01%+165,71113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,319,723$21.2M<0.01%+644,97613F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,308,924$21M1.08%-26,34713F-HRTimelineGroup
Capital Investment Counsel, LLC1,217,286$19.5M3.26%+411,88013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,054,696$16.9M0.99%+80,96313F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC900,423$14.5M1.36%new13F-HRTimeline
UBS Group AGin group UBS Group AG893,966$14.3M<0.01%+59,15313F-HRTimelineGroup
Steward Partners Investment Advisory, L…790,997$12.7M0.11%-59,63613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA774,629$12.4M<0.01%+327,06813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/687,676$11M<0.01%-42,58013F-HRTimelineGroup
Kaye Capital Management627,073$10.1M4.56%+4,47913F-HRTimeline
COOKSON PEIRCE & CO INC603,493$9.69M0.44%+25,27313F-HRTimeline
MONECO ADVISORS, LLC450,836$7.24M0.76%+266,97413F-HR/ATimeline
Waycross Investment Management Co408,532$6.56M6.9%+2,35313F-HRTimeline
Sanctuary Advisors, LLC406,107$6.55M0.04%+85,06713F-HRTimeline
AA Financial Advisors, LLC382,800$6.14M1.64%+66,85113F-HRTimeline
Marietta Wealth Management, LLC368,460$5.91M0.85%+11,63613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC365,397$5.86M0.01%+247,36013F-HRTimelineGroup
Clark Asset Management, LLC318,934$5.12M0.96%+116,11013F-HRTimeline
EASTERN BANK304,884$4.89M0.09%-200,96313F-HRTimeline
Atria Investments, Inc302,504$4.86M0.06%+25,55613F-HRTimeline
Vishria Bird Financial Group, LLC290,453$4.66M1.63%-3,18613F-HRTimeline
Asset Dedication, LLC266,873$4.28M0.34%+81,19113F-HRTimeline
Addison Advisors LLC265,857$4.27M1.19%+22,98713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.258,604$4.15M0.01%+10,99013F-HR/ATimelineGroup
MAI Capital Management256,344$4.11M0.03%new13F-HRTimeline
BCS Wealth Management252,739$4.06M1.01%+27,51913F-HRTimeline
Janney Montgomery Scott LLC248,336$3.99M0.01%+9,25413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC237,871$3.82M<0.01%+142,98113F-HRTimelineGroup
Exchange Capital Management, Inc.195,360$3.14M0.5%-3,41613F-HRTimeline
MML INVESTORS SERVICES, LLC182,314$2.93M0.01%+122,38213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…160,596$2.58M<0.01%+121,80513F-HRTimelineGroup
Legacy CG, LLC160,110$2.57M0.79%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…157,660$2.53M0.07%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…145,693$2.34M0.03%+49,39413F-HRTimelineGroup
Infinity Wealth Counsel, LLC145,325$2.33M2.49%13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC139,084$2.23M0.19%+13,29513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…128,769$2.07M<0.01%+13,15313F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP120,600$1.94M<0.01%+68,44213F-HRTimelineGroup
Opulen Financial Group LLC120,351$1.93M1.76%13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC115,555$1.85M0.2%+14,00813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding113,518$1.82M+32,272Timeline
Straight Path Wealth Management106,686$1.71M0.68%+65,81213F-HRTimeline
Wilkins Miller Wealth Management, LLC103,824$1.67M1.74%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC98,530$1.58M<0.01%+30,47013F-HRTimelineGroup
Goepper Burkhardt LLC97,700$1.57M0.64%+55,40013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.94,893$1.52M0.01%+11,37813F-HRTimelineGroup
Ellevest, Inc.91,155$1.46M0.08%+6,31113F-HRTimeline
Farnam Financial LLC89,685$1.44M1.5%+2,15013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC89,137$1.43M0.01%-285,52913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC88,276$1.42M<0.01%+9,51113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH84,112$1.35M0.4%+1,00113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,908$1.31M<0.01%+26,74613F-HRTimelineGroup
FLOW TRADERS U.S. LLC80,201$1.29M0.05%+2,45413F-HRTimeline
HUB Investment Partners, LLC77,646$1.25M0.05%+7,42713F-HRTimeline
Horizons Wealth Management73,583$1.18M0.92%+66,35913F-HRTimeline
TLWM72,980$1.17M0.23%+2,42413F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC69,693$1.12M0.35%+1,93913F-HRTimeline
Strategic Financial Concepts, LLC69,093$1.11M0.21%+40,20213F-HR/ATimeline
Independence Bank of Kentucky65,614$1.05M0.16%+5,85913F-HRTimeline
River Wealth Advisors LLC63,580$1.02M0.14%new13F-HRTimeline
NewEdge Advisors, LLC60,599$973K0.01%new13F-HRTimeline
Cetera Investment Advisers56,326$904K<0.01%+45,16613F-HRTimeline
DAVIS R M INC55,092$884K0.02%+15,80313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC50,083$804K0.02%13F-HRTimeline
Carnegie Investment Counsel50,015$803K0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,547$699K<0.01%+7,17113F-HRTimeline
FCA CORP /TX43,322$695K0.22%+2,66413F-HRTimeline
Cambridge Investment Research Advisors,…40,390$648K<0.01%+27,00413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.38,267$614K<0.01%+27,52113F-HRTimeline
Ledgewood Wealth Advisors, LLC37,263$598K0.39%+21,02213F-HRTimeline
Kohmann Bosshard Financial Services, LLC37,128$596K0.07%+5113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,068$579K<0.01%new13F-HRTimelineGroup
&PARTNERS34,477$553K0.01%+62313F-HRTimeline
Quartz Partners, LLC33,951$545K0.33%+4,06913F-HRTimeline
Independent Advisor Alliance33,449$537K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP32,003$514K<0.01%+10,17413F-HRTimelineGroup
Coordinated Financial Services, Inc.29,797$478K0.37%13F-HRTimeline
Freedom Investment Management, Inc.27,698$445K0.04%new13F-HRTimeline
Sterling Financial Group, Inc.25,397$408K0.15%+2,56913F-HRTimeline
Ironwood Financial, llc22,635$363K0.08%+5,60013F-HRTimeline
Allen Capital Group, LLC22,616$363K0.04%+7,56113F-HRTimeline
Segment Wealth Management, LLC20,420$328K0.02%new13F-HRTimeline
OBSIDIAN CIO, LLC19,977$321K0.06%+7713F-HRTimeline
Waverly Advisors, LLC19,415$312K<0.01%+1,60013F-HRTimeline
SAX WEALTH ADVISORS, LLC19,050$306K0.02%+1,31013F-HRTimeline
Aveo Capital Partners, LLC18,825$302K0.03%+23113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC17,537$281K0.02%-52913F-HRTimeline
Integrated Wealth Concepts LLC17,127$275K<0.01%013F-HRTimeline
Capital Investment Advisors, LLC16,622$267K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.15,806$254K0.01%+5,24913F-HRTimeline
WORLD EQUITY GROUP, INC.15,680$252K0.05%new13F-HRTimeline
Cherry Tree Wealth Management, LLC15,366$247K0.06%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,284$245K0.01%+22113F-HRTimelineGroup
HANOVER ADVISORS INC15,102$242K0.1%new13F-HRTimeline
Gladstone Institutional Advisory LLC14,801$238K0.01%+17613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,440$216K<0.01%new13F-HRTimeline
HRT FINANCIAL LP13,417$215K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,188$212K<0.01%+6,82613F-HRTimelineGroup
EVERPAR ADVISORS LLC12,974$208K0.1%new13F-HRTimeline
Dynamic Advisor Solutions LLC12,875$207K0.01%+15313F-HRTimeline
Kades & Cheifetz LLC12,272$197K0.1%+13113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,117$194K<0.01%+49113F-HRTimelineGroup
TruWealth Advisors, LLC11,851$190K0.01%013F-HRTimeline
First Command Advisory Services, Inc.11,652$187K<0.01%+36713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,717$172K0.01%new13F-HR/ATimelineGroup
Yoder Wealth Management, Inc.10,100$162K0.09%013F-HRTimeline
YANKCOM Partnership8,885$143K0.08%13F-HRTimeline
Pinnacle Bancorp, Inc.8,395$135K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,528$121K<0.01%+7,36113F-HRTimeline
IFP Advisors, Inc6,240$100K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC6,233$100K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC5,315$85.3K0.01%013F-HRTimeline
COMERICA BANK5,302$85.1K<0.01%-27,94913F-HR/ATimeline
Wingate Wealth Advisors, Inc.5,301$85.1K0.08%13F-HRTimeline
Key Financial Inc4,570$73.3K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,882$62.3K<0.01%013F-HRTimelineGroup
Davis Capital Management3,157$50.7K0.04%+4413F-HRTimeline
BOKF, NAin group BOKF, NA2,985$47.4K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,940$47.2K<0.01%-21713F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC2,198$35.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,041$32.8K<0.01%new13F-HRTimelineGroup
Smithfield Trust Co1,364$23K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,197$19.2K<0.01%new13F-HRTimeline
Allworth Financial LP1,184$19K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…888$14.3K<0.01%-65713F-HRTimelineGroup
Larson Financial Group LLC728$11.7K<0.01%-54813F-HRTimeline
Redwood Park Advisors LLC621$9.97K0.01%13F-HRTimeline
Field & Main Bank509$8.16K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.503$8.07K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC340$5.45K<0.01%-29013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.