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Disclosery

BSCV INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

192 managers (194 13F filers) reported a position in BSCV shares at 2025-12-31, 73,755,697 shares in all. 30 filers opened a position and 7 filers sold out during the quarter.

Managers
192
13F filers
194
New
30
Added
126
Reduced
11
Sold out
7
Shares held by filers
73,755,697

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 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.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC10,453,481$175M1.48%+541,41313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,129,247$102M0.01%+2,096,83813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,011,623$67M0.02%+266,79413F-HRTimelineGroup
LPL Financial LLC3,683,355$61.5M0.02%+149,12813F-HRTimeline
Avior Wealth Management, LLC2,714,473$45.3M1.41%+73,28313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,389,461$39.9M2.32%+407,95813F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,203,067$36.8M0.69%+245,25113F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC2,196,639$36.7M3.09%+76,30813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,004,761$33.5M<0.01%+98,63213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,746,892$29.2M0.01%+115,70013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,740,504$29.1M<0.01%+842,29013F-HRTimelineGroup
MONECO ADVISORS, LLC1,367,029$22.8M1.81%+109,75113F-HRTimeline
Capital Investment Counsel, LLC1,286,283$21.5M2.98%+38,15113F-HRTimeline
TruWealth Advisors, LLC1,277,144$21.3M1.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,250,133$20.9M<0.01%+151,87713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,225,817$20.5M<0.01%+71,42613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,192,130$19.9M0.02%+1,042,50913F-HRTimelineGroup
Headland Capital, LLC1,149,206$19.2M5.34%+51,81813F-HRTimeline
HUB Investment Partners, LLC996,015$16.6M0.45%+870,80713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.951,917$15.9M0.02%+40,54213F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …867,326$14.5M1.12%-119,73513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth838,452$14M0.02%+787,99713F-HRTimelineGroup
MAI Capital Management832,156$13.9M0.08%+180,10013F-HRTimeline
Clark Asset Management, LLC769,745$12.9M1.33%+146,64213F-HRTimeline
Janney Montgomery Scott LLC699,390$11.7M0.03%+51,88913F-HRTimeline
COOKSON PEIRCE & CO INC636,537$10.6M0.44%+27,53513F-HRTimeline
Sanctuary Advisors, LLC624,306$10.4M0.06%+7,79513F-HRTimeline
BCS Wealth Management620,872$10.4M1.05%+334,46613F-HRTimeline
AMJ Financial Wealth Management619,816$10.3M2.49%+7,16013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC609,442$10.2M0.04%+86,96113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV574,549$9.59M0.01%+551,02813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC557,146$9.3M2.78%+29,94113F-HRTimeline
Legacy Financial Group LLC550,382$9.17M1.13%new13F-HRTimeline
Modern Wealth Management, LLC537,300$8.97M0.16%+15,06113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.519,130$8.67M0.01%+58,99413F-HRTimelineGroup
Asset Dedication, LLC496,329$8.29M0.54%+94,09113F-HRTimeline
Goepper Burkhardt LLC495,453$8.27M2.7%+95,15313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC478,098$7.98M<0.01%+43,55313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP477,569$7.97M<0.01%+102,97513F-HRTimelineGroup
Decker Wealth Management LLC467,507$7.81M1.71%13F-HRTimeline
KIRR MARBACH & CO LLC /IN/466,959$7.8M1.49%new13F-HRTimeline
Marietta Wealth Management, LLC426,463$7.12M0.82%+19,82313F-HRTimeline
AA Financial Advisors, LLC407,002$6.79M1.26%-84,97413F-HRTimeline
MML INVESTORS SERVICES, LLC390,931$6.53M0.02%+54,54213F-HRTimeline
Waycross Investment Management Co384,235$6.41M5.64%+1,51613F-HRTimeline
Carmel Capital Partners, LLC363,932$6.08M2.13%+88,71813F-HRTimeline
&PARTNERS340,639$5.79M0.03%+75,43713F-HRTimeline
Addison Advisors LLC342,512$5.72M1.28%+17,06013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding308,403$5.15M+83,155Timeline
NorthAvenue LLC282,129$4.71M3.9%13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL275,640$4.6M0.1%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…257,238$4.29M0.05%+37,45613F-HRTimelineGroup
Straight Path Wealth Management249,269$4.16M1.12%+22,45413F-HRTimeline
Legacy CG, LLC239,712$4M1.12%+16,84613F-HRTimeline
MORTON COMMUNITY BANK231,484$3.86M0.83%+104,82413F-HRTimeline
Ledgewood Wealth Advisors, LLC226,352$3.78M2.18%+91,68113F-HRTimeline
Horizons Wealth Management216,296$3.61M2.4%+121,49313F-HRTimeline
Cetera Investment Advisers211,936$3.54M<0.01%+74,20813F-HRTimeline
Empirical Financial Services, LLC d.b.a…202,381$3.38M0.06%+14,04313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding202,213$3.38M+27,926Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC195,241$3.26M<0.01%+25,94213F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC194,149$3.24M0.24%+15,64313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…190,982$3.19M<0.01%+19,64413F-HRTimeline
DAVIS R M INC189,508$3.16M0.05%+74,23913F-HRTimeline
Infinity Wealth Counsel, LLC186,315$3.11M2.83%+33,30513F-HRTimeline
Farnam Financial LLC179,275$2.99M2.25%+19,54513F-HRTimeline
Wilkins Miller Wealth Management, LLC176,242$2.94M1.75%+23,26413F-HRTimeline
Atria Investments, Inc175,555$2.93M0.03%+16,32213F-HRTimeline
Opulen Financial Group LLC167,474$2.8M2.04%+5,80013F-HRTimeline
Carroll Advisory Group, LLC152,443$2.55M1.1%13F-HRTimeline
LeClair Wealth Partners LLC143,741$2.4M1.39%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.127,819$2.13M0.01%+6,04013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS125,129$2.09M<0.01%+29,52613F-HRTimeline
Ellevest, Inc.115,860$1.93M0.27%+11,04713F-HRTimeline
Cambridge Investment Research Advisors,…113,670$1.9M0.01%+33,48813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC105,909$1.77M0.22%+2,93113F-HRTimeline
Carnegie Investment Counsel103,936$1.74M0.03%+24,29513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,976$1.7M<0.01%+5,42013F-HRTimeline
SFE Investment Counsel91,362$1.53M0.24%+33,31513F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH88,164$1.47M0.35%+1,00013F-HRTimeline
NewEdge Advisors, LLC87,468$1.46M0.01%+6,00713F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC86,878$1.45M0.39%+5,50213F-HRTimeline
J.W. COLE ADVISORS, INC.85,289$1.42M0.03%+14513F-HRTimeline
River Wealth Advisors LLC78,851$1.32M0.15%+4,19213F-HRTimeline
Independence Bank of Kentucky76,281$1.27M0.16%+97313F-HRTimeline
EVERPAR ADVISORS LLC72,803$1.22M0.45%+4,23213F-HRTimeline
Clearstead Advisors, LLC71,450$1.19M0.02%+58,01113F-HRTimeline
Heritage Trust Co70,118$1.17M0.12%+27,12813F-HRTimeline
Avise Financial Cooperative, Inc.63,662$1.06M0.96%13F-HRTimeline
Apeiron RIA LLC59,578$993K0.2%+6,70213F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC56,409$942K0.36%new13F-HRTimeline
Beacon Pointe Advisors, LLC54,811$915K0.01%+34,18513F-HRTimeline
Redmond Asset Management, LLC52,031$869K0.22%+2,60013F-HRTimeline
Kohmann Bosshard Financial Services, LLC48,925$817K0.07%+11,64213F-HRTimeline
Apella Capital, LLC48,642$812K0.02%+40813F-HRTimeline
FCA CORP /TX47,719$797K0.22%+1,29013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,822$765K<0.01%+3,59213F-HR/ATimelineGroup
Coordinated Financial Services, Inc.44,444$742K0.43%+3,28013F-HRTimeline
Hobbs Group Advisors, LLC42,925$717K0.22%+28013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,252$689K<0.01%+2,05913F-HRTimelineGroup
Allen Capital Group, LLC37,659$629K0.06%+1,95013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,600$628K<0.01%new13F-HR/ATimelineGroup
Geneos Wealth Management Inc.35,441$592K0.01%+19413F-HRTimeline
Oliver Luxxe Assets LLC35,436$592K0.09%+6,93513F-HRTimeline
VestGen Advisors, LLC32,687$546K0.02%-19,69813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,455$542K0.01%+22,17513F-HRTimelineGroup
HANOVER ADVISORS INC32,038$535K0.21%+2,17913F-HRTimeline
Ironwood Financial, llc31,710$529K0.09%+28013F-HRTimeline
Integrated Wealth Concepts LLC30,433$508K0.01%+6,91313F-HRTimeline
Axis Wealth Partners, LLC30,029$501K0.28%+13,55713F-HRTimeline
SAX WEALTH ADVISORS, LLC28,090$469K0.02%+24013F-HRTimeline
Quartz Partners, LLC27,942$466K0.17%-3,03213F-HRTimeline
Golden Reserve Retirement LLC27,545$460K0.08%new13F-HRTimeline
Capital Investment Advisory Services, L…27,000$451K0.03%new13F-HRTimeline
Milestones Private Investment Advisors …26,080$435K0.3%+6,36713F-HRTimeline
Sequoia Financial Advisors, LLC26,072$435K<0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.25,542$426K0.05%+42513F-HRTimeline
Waverly Advisors, LLC23,010$384K<0.01%+4113F-HRTimeline
Legacy Wealth Management, LLC / MS22,205$371K0.1%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…20,775$347K0.12%+10,00013F-HRTimelineGroup
YANKCOM Partnership20,733$346K0.15%+4,79213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC20,510$342K0.15%new13F-HRTimeline
Segment Wealth Management, LLC20,420$341K0.02%013F-HRTimeline
Legacy Wealth Partners, LLC20,419$341K0.09%13F-HRTimeline
XY Planning Network, Inc.19,317$322K0.06%new13F-HRTimeline
Capital Investment Advisors, LLC19,210$321K<0.01%+98213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,068$318K0.01%+2,81213F-HR/ATimelineGroup
Rothschild Wealth LLC18,484$309K0.03%new13F-HR/ATimeline
Coastline Complete Wealth LLC18,402$307K0.19%13F-HRTimeline
ETF Store, Inc.18,196$304K0.31%+1,11413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC18,037$301K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.17,634$294K0.09%013F-HRTimeline
Wingate Wealth Advisors, Inc.17,605$294K0.16%new13F-HRTimeline
Redwood Financial Network Corp17,453$291K0.19%+1,74313F-HRTimeline
Bill Few Associates, Inc.16,600$277K0.07%+6,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,450$275K<0.01%new13F-HRTimelineGroup
Diversified Portfolios, Inc.16,445$275K0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC15,366$257K0.05%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,342$256K<0.01%new13F-HRTimelineGroup
RPg Family Wealth Advisory, LLC15,000$250K0.06%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,772$247K<0.01%+2,64113F-HRTimelineGroup
Gladstone Institutional Advisory LLC14,606$244K0.01%+16513F-HRTimeline
Dynamic Advisor Solutions LLC14,519$242K0.01%+16513F-HRTimeline
Accurate Wealth Management, LLC14,485$242K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…14,236$238K<0.01%+12,30713F-HRTimeline
JM2 Capital Inc.14,105$235K0.19%13F-HRTimeline
Tempo Wealth, LLC13,788$230K0.04%13F-HRTimeline
First Command Advisory Services, Inc.13,335$223K<0.01%+12413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,146$219K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,116$219K<0.01%-3,99913F-HRTimeline
Compound Planning, Inc.12,689$212K0.01%-4,32113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,092$202K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,068$201K<0.01%013F-HRTimelineGroup
Darden Wealth Group Inc12,000$200K0.1%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,997$200K0.05%new13F-HRTimeline
Aprio Wealth Management, LLC11,657$195K0.01%new13F-HRTimeline
Private Advisor Group, LLC11,505$192K<0.01%+60713F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC11,370$190K0.05%-10013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,203$187K<0.01%+5,15813F-HRTimelineGroup
Kingsview Wealth Management, LLC10,926$182K<0.01%+33213F-HRTimeline
WORLD EQUITY GROUP, INC.10,523$176K0.05%new13F-HRTimeline
Key Financial Inc10,249$171K0.03%013F-HRTimeline
Yoder Wealth Management, Inc.10,100$169K0.08%013F-HRTimeline
CWM, LLCin group CWM, LLC10,026$167K<0.01%+9,86113F-HRTimelineGroup
MONTAG A & ASSOCIATES INC9,254$154K0.01%+6,00013F-HRTimeline
COMERICA BANK9,051$151K<0.01%-26,12613F-HRTimeline
Larson Financial Group LLC8,420$141K<0.01%+1,79913F-HRTimeline
IFP Advisors, Inc6,240$104K<0.01%013F-HRTimeline
Marquette Asset Management, LLC5,626$93.9K0.01%+27513F-HRTimeline
EASTERN BANK4,962$82.8K<0.01%-2,92513F-HRTimeline
SJS Investment Consulting Inc.4,007$66.9K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,882$64.8K<0.01%013F-HRTimelineGroup
Davis Capital Management3,179$53.1K0.04%013F-HRTimeline
Laurel Wealth Advisors LLC3,000$50.1K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,439$40.7K<0.01%+1,73913F-HRTimeline
Knights of Columbus Asset Advisors LLC2,198$36.7K<0.01%013F-HRTimeline
AlphaCore Capital LLC2,003$33.4K<0.01%new13F-HRTimeline
Allworth Financial LP1,800$30.1K<0.01%+15013F-HRTimeline
Smithfield Trust Co1,309$22K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,197$20K<0.01%013F-HRTimeline
Jessup Wealth Management, Inc906$15.1K<0.01%new13F-HRTimeline
RHL GROUP, LLC841$14K0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…739$12.3K<0.01%+23913F-HRTimelineGroup
FMR LLCin group FMR LLC603$10.1K<0.01%+57813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…600$10K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…577$9.63K<0.01%13F-HRTimeline
Align Financial, LLC6,628$6.63K<0.01%13F-HRTimeline
Blue Trust, Inc.367$6.13K<0.01%new13F-HRTimeline
AE Wealth Management LLC274$4.57K<0.01%-88413F-HRTimeline
Golden State Wealth Management, LLC100$1.68K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25$417<0.01%-2,60413F-HRTimeline
Sound Income Strategies, LLC1$15<0.01%013F-HRTimeline