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Disclosery

BSCV INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

211 managers (213 13F filers) reported a position in BSCV shares at 2026-03-31, 78,990,523 shares in all. 30 filers opened a position and 11 filers sold out during the quarter.

Managers
211
13F filers
213
New
30
Added
122
Reduced
31
Sold out
11
Shares held by filers
78,990,523

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
Aptus Capital Advisors, LLC10,644,420$175M1.47%+190,93913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,053,544$116M0.01%+924,29713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,950,761$65M0.02%-60,86213F-HRTimelineGroup
Avior Wealth Management, LLC2,688,721$44.3M1.26%-25,75213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,624,341$43.2M2.09%+234,88013F-HRTimelineGroup
LPL Financial LLC2,607,870$42.9M0.01%-1,075,48513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,443,087$40.2M0.77%+240,02013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC2,247,878$37M3.23%+51,23913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,118,347$34.9M<0.01%+113,58613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,048,401$33.7M<0.01%+307,89713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,012,064$33.1M0.01%+265,17213F-HR/ATimelineGroup
&PARTNERS1,506,927$24.8M0.12%+1,166,28813F-HRTimeline
MONECO ADVISORS, LLC1,459,850$24M1.86%+92,82113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,382,583$22.8M<0.01%+132,45013F-HRTimelineGroup
Capital Investment Counsel, LLC1,310,877$21.6M2.96%+24,59413F-HRTimeline
UBS Group AGin group UBS Group AG1,299,279$21.4M<0.01%+73,46213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,263,704$20.8M0.02%+71,57413F-HRTimelineGroup
TruWealth Advisors, LLC1,242,679$20.5M0.98%-34,46513F-HRTimeline
Headland Capital, LLC1,190,087$19.6M5.52%+40,88113F-HRTimeline
Janney Montgomery Scott LLC994,524$16.4M0.04%+295,13413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.987,210$16.2M0.03%+35,29313F-HRTimelineGroup
Clark Asset Management, LLC974,950$16M1.51%+205,20513F-HRTimeline
MAI Capital Management899,121$14.8M0.08%+66,96513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth858,286$14.1M0.02%+19,83413F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …654,597$10.8M1.22%-212,72913F-HRTimelineGroup
COOKSON PEIRCE & CO INC649,604$10.7M0.45%+13,06713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC638,344$10.5M2.87%+81,19813F-HRTimeline
Sanctuary Advisors, LLC625,123$10.3M0.06%+81713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC623,742$10.3M<0.01%+145,64413F-HRTimelineGroup
AMJ Financial Wealth Management622,503$10.2M2.43%+2,68713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC591,197$9.73M0.04%-18,24513F-HRTimelineGroup
Legacy Financial Group LLC587,420$9.67M1.22%+37,03813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP581,283$9.48M<0.01%+103,71413F-HRTimelineGroup
Cornerstone Planning, LLC570,689$9.41M2.12%new13F-HRTimeline
Asset Dedication, LLC526,220$8.66M0.61%+29,89113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.518,819$8.54M0.01%-31113F-HRTimelineGroup
Modern Wealth Management, LLC516,916$8.51M0.15%-20,38413F-HRTimeline
Goepper Burkhardt LLC516,873$8.51M2.84%+21,42013F-HRTimeline
KIRR MARBACH & CO LLC /IN/491,310$8.09M1.47%+24,35113F-HRTimeline
Decker Wealth Management LLC485,735$8M1.82%+18,22813F-HRTimeline
Independent Advisor Alliance469,311$7.72M0.08%new13F-HRTimeline
Marietta Wealth Management, LLC451,928$7.44M0.88%+25,46513F-HRTimeline
HUB Investment Partners, LLC433,577$7.14M0.17%-562,43813F-HRTimeline
DAVIS R M INC422,068$6.95M0.12%+232,56013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC407,186$6.7M0.01%new13F-HRTimelineGroup
Carmel Capital Partners, LLC390,386$6.43M2.32%+26,45413F-HRTimeline
MML INVESTORS SERVICES, LLC381,692$6.28M0.02%-9,23913F-HRTimeline
Waycross Investment Management Co371,492$6.11M5.84%-12,74313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding364,369$6M+55,966Timeline
Addison Advisors LLC361,721$5.95M1.32%+19,20913F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL345,733$5.69M0.12%+70,09313F-HRTimeline
BCS Wealth Management305,460$5.03M1.03%-315,41213F-HRTimeline
NorthAvenue LLC287,857$4.74M3.77%+5,72813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…287,641$4.73M0.06%+30,40313F-HRTimelineGroup
Straight Path Wealth Management262,712$4.32M1.16%+13,44313F-HRTimeline
Cetera Investment Advisers255,125$4.2M<0.01%+43,18913F-HRTimeline
MORTON COMMUNITY BANK248,434$4.09M0.89%+16,95013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC245,240$4.04M<0.01%+49,99913F-HR/ATimelineGroup
Ledgewood Wealth Advisors, LLC244,648$4.03M2.27%+18,29613F-HRTimeline
Coastline Complete Wealth LLC234,726$3.86M2.39%+216,32413F-HRTimeline
AA Financial Advisors, LLC220,895$3.64M0.51%-186,10713F-HRTimeline
Horizons Wealth Management216,913$3.57M2.38%+61713F-HRTimeline
Carroll Advisory Group, LLC214,240$3.53M1.37%+61,79713F-HRTimeline
Empirical Financial Services, LLC d.b.a…208,302$3.43M0.06%+5,92113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC202,845$3.34M0.26%+8,69613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding198,371$3.27M-3,842Timeline
Infinity Wealth Counsel, LLC188,108$3.1M2.84%+1,79313F-HRTimeline
Farnam Financial LLC186,660$3.07M2.53%+7,38513F-HRTimeline
Opulen Financial Group LLC185,982$3.06M2.15%+18,50813F-HRTimeline
Wilkins Miller Wealth Management, LLC179,123$2.95M1.78%+2,88113F-HRTimeline
Atria Investments, Inc169,334$2.79M0.03%-6,22113F-HRTimeline
CWM, LLCin group CWM, LLC164,739$2.71M0.01%+154,71313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.142,589$2.38M0.02%+14,77013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS139,765$2.3M<0.01%+14,63613F-HRTimeline
SFE Investment Counsel127,603$2.1M0.34%+36,24113F-HRTimeline
NewEdge Advisors, LLC125,177$2.06M0.01%+37,70913F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…123,564$2.03M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC122,824$2.02M<0.01%+20,84813F-HRTimeline
Heritage Trust Co117,720$1.94M0.19%+47,60213F-HRTimeline
Carnegie Investment Counsel115,802$1.91M0.04%+11,86613F-HRTimeline
Cambridge Investment Research Advisors,…115,599$1.9M<0.01%+1,92913F-HRTimeline
Ellevest, Inc.115,611$1.9M0.26%-24913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC104,899$1.73M0.26%-1,01013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC93,385$1.54M0.4%+6,50713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…90,997$1.5M<0.01%-99,98513F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH89,162$1.47M0.36%+99813F-HRTimeline
Independence Bank of Kentucky85,370$1.41M0.18%+9,08913F-HRTimeline
River Wealth Advisors LLC82,865$1.36M0.16%+4,01413F-HRTimeline
ArborFi Advisors, LLC81,585$1.34M1.1%new13F-HRTimeline
EVERPAR ADVISORS LLC80,413$1.32M0.46%+7,61013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV77,365$1.27M<0.01%-497,18413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,158$1.24M<0.01%+58,70813F-HRTimelineGroup
Apeiron RIA LLC72,072$1.19M0.27%+12,49413F-HRTimeline
Farther Finance Advisors, LLC69,158$1.14M0.01%+66,71913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC68,652$1.13M0.16%new13F-HRTimeline
Clearstead Advisors, LLC66,081$1.09M0.01%-5,36913F-HRTimeline
Golden Reserve Retirement LLC64,748$1.07M0.22%+37,20313F-HRTimeline
Avise Financial Cooperative, Inc.64,144$1.06M0.87%+48213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,388$1.04M<0.01%+17,56613F-HRTimelineGroup
HRT FINANCIAL LP62,801$1.03M<0.01%new13F-HRTimeline
CVFG LLC62,568$1.03M0.13%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,760$1.03M<0.01%new13F-HR/ATimelineGroup
Ark Wealth Advisors LLC61,810$1.02M1.01%new13F-HRTimeline
Oliver Luxxe Assets LLC60,665$999K0.15%+25,22913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC60,305$993K0.41%+3,89613F-HRTimeline
Redmond Asset Management, LLC56,928$937K0.26%+4,89713F-HRTimeline
Beacon Pointe Advisors, LLC54,976$905K<0.01%+16513F-HRTimeline
FCA CORP /TX52,146$858K0.24%+4,42713F-HRTimeline
ProVise Management Group, LLC51,640$850K0.06%new13F-HRTimeline
Legacy Wealth Management, LLC / MS49,765$819K0.23%+27,56013F-HRTimeline
Kohmann Bosshard Financial Services, LLC48,975$806K0.08%+5013F-HR/ATimeline
Apella Capital, LLC46,587$775K0.01%-2,05513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,548$766K<0.01%+5,29613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC46,483$765K0.01%+31,71113F-HRTimelineGroup
VestGen Advisors, LLC44,688$735K0.02%+12,00113F-HRTimeline
Hobbs Group Advisors, LLC43,204$711K0.21%+27913F-HRTimeline
Coordinated Financial Services, Inc.42,592$701K0.4%-1,85213F-HRTimeline
Red Spruce Capital, LLC41,589$685K0.28%new13F-HRTimeline
Integrated Wealth Concepts LLC39,460$650K0.01%+9,02713F-HRTimeline
Geneos Wealth Management Inc.39,032$642K0.01%+3,59113F-HRTimeline
Allen Capital Group, LLC37,380$615K0.06%-27913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.35,300$581K0.01%+2,84513F-HRTimelineGroup
HANOVER ADVISORS INC34,811$573K0.23%+2,77313F-HRTimeline
Ironwood Financial, llc32,410$533K0.09%+70013F-HRTimeline
Axis Wealth Partners, LLC29,923$493K0.26%-10613F-HRTimeline
Wealth Quarterback LLC29,105$479K0.19%new13F-HRTimeline
Capital Investment Advisory Services, L…29,000$477K0.03%+2,00013F-HRTimeline
SAX WEALTH ADVISORS, LLC28,090$469K0.02%013F-HRTimeline
Quartz Partners, LLC27,942$460K0.18%013F-HRTimeline
Sequoia Financial Advisors, LLC26,072$429K<0.01%013F-HRTimeline
Redhawk Wealth Advisors, Inc.25,780$424K0.05%+23813F-HRTimeline
Redwood Financial Network Corp24,456$403K0.26%+7,00313F-HRTimeline
Waverly Advisors, LLC23,356$384K<0.01%+34613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC23,256$383K0.01%+4,18813F-HRTimelineGroup
RPg Family Wealth Advisory, LLC23,194$382K0.08%+8,19413F-HRTimeline
Milestones Private Investment Advisors …22,954$378K0.33%-3,12613F-HRTimeline
YANKCOM Partnership20,733$341K0.14%013F-HRTimeline
Segment Wealth Management, LLC20,650$340K0.02%+23013F-HRTimeline
HARBOUR INVESTMENTS, INC.20,635$340K0.01%+7,51913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC20,634$340K0.07%+8,63713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC20,510$338K0.14%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,422$336K<0.01%+5,08013F-HRTimelineGroup
JM2 Capital Inc.20,218$333K0.28%+6,11313F-HRTimeline
Legacy Wealth Partners, LLC20,152$332K0.08%-26713F-HRTimeline
Tempo Wealth, LLC19,730$325K0.06%+5,94213F-HRTimeline
Capital Investment Advisors, LLC19,717$325K<0.01%+50713F-HR/ATimeline
XY Planning Network, Inc.19,536$322K0.05%+21913F-HRTimeline
Private Advisor Group, LLC18,532$305K<0.01%+7,02713F-HRTimeline
Rothschild Wealth LLC18,484$304K0.03%013F-HRTimeline
Whitener Capital Management, Inc.18,282$301K0.07%new13F-HRTimeline
ETF Store, Inc.18,151$299K0.29%-4513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC18,037$297K0.02%013F-HRTimeline
Wingate Wealth Advisors, Inc.17,804$293K0.16%+19913F-HRTimeline
Pinnacle Bancorp, Inc.17,634$290K0.09%013F-HRTimeline
Bill Few Associates, Inc.16,600$273K0.07%013F-HRTimeline
Cherry Tree Wealth Management, LLC15,366$253K0.05%013F-HRTimeline
Accurate Wealth Management, LLC14,847$245K0.03%+36213F-HRTimeline
Dynamic Advisor Solutions LLC14,683$242K0.01%+16413F-HRTimeline
HighTower Advisors, LLC14,439$238K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC13,884$229K0.07%new13F-HRTimeline
First Command Advisory Services, Inc.13,623$224K<0.01%+28813F-HRTimeline
Larson Financial Group LLC12,709$209K0.01%+4,28913F-HRTimeline
OLD NATIONAL BANCORP /IN/12,658$208K<0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC12,513$206K0.01%-2,09313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,344$203K0.01%+25213F-HRTimeline
Knights of Columbus Asset Advisors LLC12,227$201K0.01%+10,02913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,068$199K<0.01%013F-HRTimelineGroup
Darden Wealth Group Inc12,000$198K0.1%013F-HRTimeline
Aprio Wealth Management, LLC11,697$193K0.01%+4013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,499$189K<0.01%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC11,370$187K0.05%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC11,156$184K0.03%new13F-HRTimeline
Gateway Wealth Partners, LLC11,142$183K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC11,047$182K<0.01%+12113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,801$178K<0.01%+10,06213F-HRTimelineGroup
WORLD EQUITY GROUP, INC.10,523$173K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,520$173K<0.01%-68313F-HRTimelineGroup
Creative Planningin group Creative Planning10,430$172K<0.01%new13F-HRTimelineGroup
Key Financial Inc10,249$169K0.03%013F-HRTimeline
RVW Wealth, LLC10,220$168K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,142$167K<0.01%new13F-HRTimelineGroup
Yoder Wealth Management, Inc.10,100$166K0.08%013F-HRTimeline
MONTAG A & ASSOCIATES INC9,254$152K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,617$125K<0.01%+3,73513F-HRTimelineGroup
IFP Advisors, Inc6,490$107K<0.01%+25013F-HRTimeline
Advisory Services Network, LLC6,381$105K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC5,626$92.6K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$82.3K<0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors4,498$74K0.05%new13F-HRTimeline
SJS Investment Consulting Inc.4,007$66K0.01%013F-HRTimeline
Davis Capital Management3,179$52.3K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…2,914$48K<0.01%-11,32213F-HRTimeline
FMR LLCin group FMR LLC2,655$43.7K<0.01%+2,05213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,580$42.5K<0.01%+2,55513F-HRTimeline
Intentional Wealth Strategies, LLC2,452$40.4K0.04%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,150$35.4K<0.01%new13F-HRTimelineGroup
EASTERN BANK2,016$33.2K<0.01%-2,94613F-HRTimeline
AlphaCore Capital LLC2,003$33K<0.01%013F-HRTimeline
Allworth Financial LP1,800$29.6K<0.01%013F-HRTimeline
City State Bank1,343$22.1K0.01%new13F-HRTimeline