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Disclosery

BSCV INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

141 managers (143 13F filers) reported a position in BSCV shares at 2025-03-31, 44,808,618 shares in all. 17 filers opened a position and 12 filers sold out during the quarter.

Managers
141
13F filers
143
New
17
Added
84
Reduced
24
Sold out
12
Shares held by filers
44,808,618

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aptus Capital Advisors, LLC7,593,491$124M1.4%+844,31313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,344,072$54.5M0.02%-103,30213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,704,360$44.1M<0.01%+557,89513F-HRTimelineGroup
Avior Wealth Management, LLC2,439,184$39.8M1.51%+440,37013F-HRTimeline
LPL Financial LLC1,831,434$29.9M0.01%+232,04913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,525,872$24.9M1.51%+471,17613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,500,566$24.5M0.01%-147,73813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,425,132$23.2M<0.01%+105,40913F-HRTimelineGroup
Capital Investment Counsel, LLC1,248,721$20.4M3.37%+31,43513F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,210,522$19.7M1.17%-98,40213F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC1,036,161$16.9M1.61%+135,73813F-HRTimeline
UBS Group AGin group UBS Group AG1,026,496$16.7M<0.01%+132,53013F-HRTimelineGroup
Headland Capital, LLC996,729$16.3M5.41%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA886,565$14.5M<0.01%+111,93613F-HR/ATimelineGroup
MONECO ADVISORS, LLC861,146$14M1.45%+410,31013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/811,116$13.2M<0.01%+123,44013F-HRTimelineGroup
Steward Partners Investment Advisory, L…805,243$13.1M0.12%+14,24613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.792,613$12.9M0.02%new13F-HRTimelineGroup
Kaye Capital Management614,332$10M4.09%-12,74113F-HRTimeline
COOKSON PEIRCE & CO INC597,638$9.75M0.49%-5,85513F-HRTimeline
AMJ Financial Wealth Management597,635$9.75M2.92%new13F-HRTimeline
Janney Montgomery Scott LLC529,363$8.63M0.02%+281,02713F-HRTimeline
AA Financial Advisors, LLC462,376$7.54M1.84%+79,57613F-HRTimeline
Sanctuary Advisors, LLC415,736$6.78M0.05%+9,62913F-HRTimeline
Waycross Investment Management Co403,062$6.57M7.41%-5,47013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.394,817$6.44M0.01%+136,21313F-HRTimelineGroup
Marietta Wealth Management, LLC383,631$6.26M0.92%+15,17113F-HRTimeline
Clark Asset Management, LLC381,287$6.22M1.04%+62,35313F-HRTimeline
Atria Investments, Inc379,167$6.18M0.08%+76,66313F-HRTimeline
Asset Dedication, LLC336,542$5.49M0.45%+69,66913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC333,645$5.44M<0.01%+95,77413F-HRTimelineGroup
MAI Capital Management310,358$5.06M0.04%+54,01413F-HRTimeline
Vishria Bird Financial Group, LLC285,766$4.66M1.58%-4,68713F-HRTimeline
MML INVESTORS SERVICES, LLC283,479$4.62M0.02%+101,16513F-HRTimeline
Addison Advisors LLC281,173$4.59M1.25%+15,31613F-HRTimeline
BCS Wealth Management269,209$4.39M1.13%+16,47013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP241,084$3.93M<0.01%+120,48413F-HR/ATimelineGroup
Exchange Capital Management, Inc.193,980$3.16M0.51%-1,38013F-HRTimeline
Empirical Financial Services, LLC d.b.a…175,430$2.86M0.07%+17,77013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…174,399$2.84M0.04%+28,70613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC159,961$2.61M<0.01%+123,89313F-HR/ATimelineGroup
Legacy CG, LLC158,363$2.58M0.83%-1,74713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding152,835$2.49M+63,698Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…149,522$2.44M<0.01%+20,75313F-HRTimeline
Goepper Burkhardt LLC148,100$2.42M0.97%+50,40013F-HRTimeline
Infinity Wealth Counsel, LLC146,785$2.39M2.58%+1,46013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC143,531$2.34M0.2%+4,44713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding137,114$2.24M+23,596Timeline
Straight Path Wealth Management133,455$2.18M0.88%+26,76913F-HRTimeline
Opulen Financial Group LLC131,232$2.14M1.94%+10,88113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC126,628$2.07M<0.01%+28,09813F-HRTimelineGroup
HUB Investment Partners, LLC116,222$1.9M0.08%+38,57613F-HRTimeline
EASTERN BANK114,850$1.87M0.04%-190,03413F-HRTimeline
Wilkins Miller Wealth Management, LLC109,950$1.79M1.35%+6,12613F-HRTimeline
Farnam Financial LLC105,475$1.72M1.75%+15,79013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC105,240$1.72M0.21%-10,31513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.102,438$1.67M0.02%+7,54513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC100,707$1.64M<0.01%+12,43113F-HRTimeline
Ellevest, Inc.98,856$1.61M0.11%+7,70113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP98,834$1.61M<0.01%+16,92613F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC88,671$1.45M0.93%+51,40813F-HRTimeline
Strategic Financial Concepts, LLC85,491$1.39M0.26%+16,39813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH85,090$1.39M0.42%+97813F-HRTimeline
J.W. COLE ADVISORS, INC.83,892$1.37M0.04%new13F-HRTimeline
Horizons Wealth Management75,418$1.23M0.93%+1,83513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC74,428$1.21M0.37%+4,73513F-HRTimeline
DAVIS R M INC72,818$1.19M0.02%+17,72613F-HRTimeline
TLWM72,630$1.18M0.24%-35013F-HRTimeline
River Wealth Advisors LLC72,514$1.18M0.16%+8,93413F-HRTimeline
Cambridge Investment Research Advisors,…70,092$1.14M<0.01%+29,70213F-HRTimeline
Independence Bank of Kentucky65,597$1.07M0.17%-1713F-HRTimeline
NewEdge Advisors, LLC65,514$1.07M0.01%+4,91513F-HRTimeline
Carnegie Investment Counsel58,237$942K0.02%+8,22213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,897$814K<0.01%+6,35013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…49,291$804K0.34%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.48,867$797K<0.01%+10,60013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,608$776K<0.01%-317,78913F-HRTimelineGroup
Geneos Wealth Management Inc.45,770$747K0.01%+29,96413F-HRTimeline
FCA CORP /TX43,066$702K0.22%-25613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC39,578$646K<0.01%new13F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC37,178$606K0.07%+5013F-HRTimeline
&PARTNERS36,323$592K0.01%+1,84613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,715$550K<0.01%+1,71213F-HRTimelineGroup
Coordinated Financial Services, Inc./CO33,676$549K0.42%13F-HRTimeline
COMERICA BANK33,659$549K<0.01%+28,35713F-HRTimeline
Quartz Partners, LLC32,545$531K0.32%-1,40613F-HRTimeline
Allen Capital Group, LLC30,696$501K0.06%+8,08013F-HRTimeline
VestGen Advisors, LLC28,509$465K0.02%13F-HRTimeline
Redmond Asset Management, LLC27,549$449K0.12%new13F-HRTimeline
Cetera Investment Advisers25,423$415K<0.01%-30,90313F-HRTimeline
Redhawk Wealth Advisors, Inc.25,355$414K0.06%new13F-HRTimeline
Sterling Financial Group, Inc.24,677$402K0.15%-72013F-HRTimeline
HANOVER ADVISORS INC24,246$395K0.17%+9,14413F-HRTimeline
Ironwood Financial, llc23,385$381K0.08%+75013F-HRTimeline
SAX WEALTH ADVISORS, LLC23,242$379K0.03%+4,19213F-HRTimeline
Integrated Wealth Concepts LLC23,017$375K<0.01%+5,89013F-HRTimeline
Waverly Advisors, LLC20,606$336K<0.01%+1,19113F-HRTimeline
Segment Wealth Management, LLC20,420$333K0.02%013F-HRTimeline
OBSIDIAN CIO, LLC20,130$328K0.05%+15313F-HRTimeline
Oliver Luxxe Assets LLC18,450$301K0.06%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC18,037$294K0.02%+50013F-HRTimeline
Capital Investment Advisors, LLC17,483$285K0.01%+86113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,463$285K<0.01%+4,02313F-HRTimeline
EVERPAR ADVISORS LLC17,036$278K0.15%+4,06213F-HRTimeline
ETF Store, Inc.16,293$266K0.33%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15,589$254K0.01%+8,06113F-HRTimeline
Cherry Tree Wealth Management, LLC15,366$251K0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,944$244K<0.01%+1,75613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC14,501$237K0.01%-78313F-HRTimelineGroup
Gladstone Institutional Advisory LLC14,059$229K0.01%-74213F-HRTimeline
Freedom Investment Management, Inc.13,771$225K0.02%-13,92713F-HRTimeline
Dynamic Advisor Solutions LLC13,025$212K0.01%+15013F-HRTimeline
Clearstead Advisors, LLC12,908$211K<0.01%new13F-HRTimeline
YANKCOM Partnership12,619$206K0.11%+3,73413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,117$198K<0.01%013F-HRTimelineGroup
TruWealth Advisors, LLC11,851$193K0.01%013F-HRTimeline
Redwood Financial Network Corp11,686$191K0.15%new13F-HRTimeline
First Command Advisory Services, Inc.11,652$190K<0.01%013F-HRTimeline
Yoder Wealth Management, Inc.10,100$165K0.09%013F-HRTimeline
Compound Planning, Inc.10,060$164K0.01%new13F-HRTimeline
Larson Financial Group LLC8,899$145K0.01%+8,17113F-HRTimeline
Pinnacle Bancorp, Inc.8,395$137K0.04%013F-HRTimeline
IFP Advisors, Inc6,240$102K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC6,233$102K<0.01%013F-HRTimeline
Marquette Asset Management, LLC5,351$87.3K0.02%+3613F-HRTimeline
Key Financial Inc4,570$74.5K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,882$63.3K<0.01%013F-HRTimelineGroup
Wayfinding Financial, LLC3,675$59K0.03%new13F-HRTimeline
MONTAG A & ASSOCIATES INC3,254$53.1K<0.01%new13F-HRTimeline
Davis Capital Management3,124$51K0.04%-3313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,974$48.5K<0.01%+3413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,273$37.1K<0.01%+23213F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC2,198$35.8K<0.01%013F-HRTimeline
Allworth Financial LP1,534$24.9K<0.01%+35013F-HRTimeline
Smithfield Trust Co1,364$23K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,197$19.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC700$11.4K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…646$10.5K<0.01%-24213F-HRTimelineGroup
Redwood Park Advisors LLC621$10.1K0.01%013F-HRTimeline
FMR LLCin group FMR LLC28$449<0.01%-31213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.