Skip to content
Disclosery

BSCW INVESCO EXCH TRD SLF IDX FD

Follow

ETF (fund)

167 managers (170 13F filers) reported a position in BSCW shares at 2026-06-30, 58,060,070 shares in all. 20 filers opened a position and 13 filers sold out during the quarter.

Managers
167
13F filers
170
New
20
Added
90
Reduced
34
Sold out
13
Shares held by filers
58,060,070

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, LLC8,901,491$183M1.33%+154,96113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,864,141$120M0.01%+1,017,61813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,852,195$99.5M0.03%+410,94813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,721,189$55.8M0.01%-530,87313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,577,411$52.9M0.88%+504,53213F-HRTimelineGroup
LPL Financial LLC2,408,371$49.4M0.01%+108,70113F-HRTimeline
UBS Group AGin group UBS Group AG2,116,835$43.4M0.01%+83,18313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,938,201$39.8M<0.01%+265,38113F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC1,904,149$39.1M3.03%+5,58113F-HRTimeline
MONECO ADVISORS, LLC1,179,623$24.2M1.48%+122,85613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,026,669$21.1M<0.01%+32,11013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,015,609$20.8M<0.01%+83,66413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.835,672$17.1M0.02%+54,53513F-HRTimelineGroup
Capital Investment Counsel, LLC791,608$16.2M2.01%+69,41413F-HRTimeline
FORONJY FINANCIAL LLC739,990$15.2M5.58%+41,12713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/718,889$14.7M<0.01%+28,05813F-HRTimelineGroup
Clark Asset Management, LLC696,425$14.3M1.12%+144,80413F-HRTimeline
&PARTNERS691,058$14.2M0.06%+15,39113F-HRTimeline
Strategic Financial Group, LLC678,051$13.9M13.32%+5,66913F-HRTimeline
GILL CAPITAL PARTNERS, LLC571,677$11.7M3.11%+12,15513F-HRTimeline
Legacy Financial Group LLC567,841$11.6M1.31%new13F-HRTimeline
COOKSON PEIRCE & CO INC539,123$11.1M0.36%+25,10613F-HRTimeline
Sequoia Financial Advisors, LLC512,884$10.5M0.05%-393,20613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.499,978$10.3M0.01%-1,96613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP481,288$9.89M<0.01%+105,24313F-HRTimelineGroup
MAI Capital Management472,071$9.68M0.04%+93,42413F-HRTimeline
Janney Montgomery Scott LLC468,056$9.6M0.02%+12,56213F-HRTimeline
Cornerstone Planning, LLC465,977$9.56M2.21%+12,56213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC449,268$9.21M0.11%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC416,112$8.53M0.03%+8,10313F-HRTimelineGroup
Cambridge Investment Research Advisors,…394,783$8.1M0.02%+24,69213F-HR/ATimeline
Modern Wealth Management, LLC386,808$7.93M0.09%+52,42513F-HRTimeline
Marietta Wealth Management, LLC383,058$7.86M0.81%+18,62113F-HRTimeline
Asset Dedication, LLC380,309$7.8M0.49%+21,99013F-HRTimeline
MML INVESTORS SERVICES, LLC367,639$7.54M0.02%+68,15213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP359,753$7.38M0.01%+258,47613F-HRTimelineGroup
Clearstead Advisors, LLC301,004$6.17M0.06%+8,51913F-HRTimeline
Goepper Burkhardt LLC290,056$5.95M1.79%+6,98413F-HRTimeline
Decker Wealth Management LLC277,896$5.7M1.21%-87,00413F-HRTimeline
VISTA INVESTMENT MANAGEMENT262,405$5.38M1.62%+132,60813F-HRTimeline
BCS Wealth Management251,567$5.16M0.93%+5,58013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…250,398$5.14M<0.01%+3,40813F-HRTimelineGroup
NorthAvenue LLC243,608$5M3.58%+10,81313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…234,510$4.81M0.05%+11,33413F-HRTimelineGroup
Cetera Investment Advisers206,840$4.24M<0.01%+33,63813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC188,157$3.86M<0.01%+13,26313F-HRTimelineGroup
Straight Path Wealth Management183,072$3.75M0.88%+3,54013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co181,433$3.72M0.16%new13F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC168,185$3.45M1.83%-25,56613F-HRTimeline
Carroll Advisory Group, LLC162,721$3.34M1.1%+18,51313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC160,942$3.3M<0.01%-4,80013F-HRTimeline
Infinity Wealth Counsel, LLC157,533$3.23M2.61%+14,59013F-HRTimeline
Empirical Financial Services, LLC d.b.a…154,574$3.17M0.05%+2,80213F-HRTimeline
Carnegie Investment Counsel151,756$3.11M0.06%+71,23713F-HRTimeline
Avior Wealth Management, LLC150,932$3.1M0.08%+5,35113F-HRTimeline
DAVIS R M INC149,756$3.07M0.05%+40,56813F-HRTimeline
Savvy Advisors, Inc.141,206$2.9M0.06%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV140,244$2.88M<0.01%-41,83513F-HR/ATimeline
Addison Advisors LLC140,019$2.87M1.36%-150,66813F-HRTimeline
Dynamic Advisor Solutions LLC138,408$2.84M0.08%+29,34913F-HRTimeline
Opulen Financial Group LLC131,647$2.7M1.7%+2,82413F-HRTimeline
Farnam Financial LLC129,178$2.65M1.93%+3,77813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding127,811$2.62M+4,568Timeline
NOVARE CAPITAL MANAGEMENT LLC127,650$2.62M0.19%+8,93513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding126,314$2.59M+6,020Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP125,864$2.58M<0.01%+32,16213F-HRTimelineGroup
Private Advisor Group, LLC122,570$2.51M0.01%-82,51913F-HRTimeline
LeClair Wealth Partners LLC120,571$2.47M1.28%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC118,200$2.42M1.33%-16313F-HRTimeline
HUB Investment Partners, LLC112,404$2.31M0.04%+12,48913F-HRTimeline
DWM Financial Group, Inc.108,906$2.27M2.03%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC102,866$2.11M<0.01%-2,52613F-HRTimelineGroup
Ellevest, Inc.96,240$1.97M0.23%+3,44213F-HRTimeline
River Wealth Advisors LLC93,296$1.91M0.2%-1,34813F-HR/ATimeline
Smartleaf Asset Management LLC79,758$1.64M0.05%013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC78,206$1.6M0.4%+5,29613F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC77,826$1.6M0.21%-3,96013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS76,047$1.56M<0.01%+19,29013F-HRTimeline
Independence Bank of Kentucky75,703$1.55M0.17%+7,62913F-HRTimeline
Golden Reserve Retirement LLC70,764$1.45M0.23%+18,75813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH67,926$1.39M0.3%+81513F-HRTimeline
Camelot Portfolios, LLC65,457$1.34M0.95%+3,96513F-HRTimeline
Heritage Trust Co63,448$1.3M0.11%+23,05713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…63,571$1.3M<0.01%+2,69113F-HRTimeline
EVERPAR ADVISORS LLC63,159$1.3M0.37%+11,88713F-HRTimeline
Ark Wealth Advisors LLC61,986$1.27M1.13%+12,68513F-HRTimeline
JPL Wealth Management, LLC56,913$1.17M0.23%-72813F-HRTimeline
SHELTON CAPITAL MANAGEMENT56,181$1.15M0.02%-1,22013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding55,656$1.14M+43,789Timeline
Redmond Asset Management, LLC53,353$1.09M0.27%+3,80713F-HRTimeline
Atria Investments, Inc53,013$1.09M0.01%-82,55413F-HRTimeline
CVFG LLC48,808$1M0.11%+12513F-HRTimeline
Parallel Advisors, LLC46,541$955K0.01%new13F-HRTimeline
HEADINVEST, LLC43,956$902K0.17%013F-HRTimeline
Oliver Luxxe Assets LLC42,960$881K0.13%-1,90313F-HRTimeline
Farther Finance Advisors, LLC42,224$866K0.01%+90313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,251$846K0.01%+3,61413F-HRTimelineGroup
FCA CORP /TX40,263$826K0.2%+1,67413F-HRTimeline
J.W. COLE ADVISORS, INC.39,687$814K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.38,202$784K0.05%new13F-HRTimeline
LANARK FINANCIAL, INC.33,672$691K0.05%-41713F-HRTimeline
Geneos Wealth Management Inc.33,459$686K0.01%-59413F-HRTimeline
Allen Capital Group, LLC32,965$676K0.06%+3,16813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,839$674K0.01%new13F-HRTimelineGroup
EVEXIA WEALTH LLC32,470$659K0.18%-95,89713F-HRTimeline
VestGen Advisors, LLC31,412$644K0.02%+14413F-HRTimeline
Legacy Wealth Management, LLC / MS25,150$516K0.13%+10,84013F-HRTimeline
HANOVER ADVISORS INC24,353$499K0.18%013F-HRTimeline
Apeiron RIA LLC23,494$482K0.12%-35,66813F-HRTimeline
Quartz Partners, LLC22,257$456K0.15%013F-HRTimeline
GTS SECURITIES LLC22,098$453K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates21,852$448K0.08%-11813F-HRTimeline
Hobbs Group Advisors, LLC21,803$447K0.12%+24213F-HRTimeline
Redhawk Wealth Advisors, Inc.20,667$424K0.04%+13413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,725$405K0.01%+6,53113F-HRTimelineGroup
Redwood Financial Network Corp18,902$388K0.21%+1,20213F-HRTimeline
Waverly Advisors, LLC17,715$363K<0.01%-19813F-HRTimeline
OLD MISSION CAPITAL LLC16,243$333K0.01%new13F-HRTimeline
YANKCOM Partnership15,575$319K0.11%+1,46413F-HRTimeline
SAX WEALTH ADVISORS, LLC15,492$319K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC15,475$317K<0.01%-1,73513F-HRTimeline
Kohmann Bosshard Financial Services, LLC15,072$309K0.03%013F-HRTimeline
SFE Investment Counsel15,000$308K0.04%new13F-HRTimeline
DOVER ADVISORS, LLC14,724$307K0.13%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC14,914$306K0.08%013F-HRTimeline
ETF Store, Inc.14,447$296K0.25%+2,72013F-HRTimeline
Capital Investment Advisors, LLC14,392$295K<0.01%+51713F-HRTimeline
Tennessee Valley Asset Management Partn…13,618$279K0.03%new13F-HRTimeline
Legacy Wealth Partners, LLC12,934$265K0.06%-3,34713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,895$264K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,667$260K<0.01%+8,10213F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC12,326$253K0.18%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,160$249K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC12,000$246K<0.01%013F-HRTimelineGroup
Davis Capital Management11,349$233K0.14%+27713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,317$232K<0.01%-68,60413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.11,257$231K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,241$231K<0.01%-25413F-HRTimelineGroup
Segment Wealth Management, LLC11,080$227K0.01%013F-HRTimeline
First Bancorp, Inc /ME/10,963$225K0.09%new13F-HRTimeline
Somerset Trust Co10,933$224K0.06%new13F-HRTimeline
Darden Wealth Group Inc10,000$205K0.08%013F-HRTimeline
ETF Portfolio Partners, Inc.9,933$204K0.05%013F-HRTimeline
Larson Financial Group LLC9,853$202K0.01%+4813F-HRTimeline
First Command Advisory Services, Inc.9,125$187K<0.01%-30613F-HRTimeline
Front Row Advisors LLC8,326$169K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…8,169$168K<0.01%+44213F-HRTimeline
MONTAG A & ASSOCIATES INC7,626$156K0.01%-42713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,903$100K0.01%+1,16613F-HRTimeline
Marquette Asset Management, LLC4,882$100K0.01%013F-HRTimeline
Bank of New Hampshire3,800$77.9K0.02%013F-HRTimeline
PRIVATE TRUST CO NA3,438$70.5K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,311$67.9K<0.01%-313F-HRTimeline
SJS Investment Consulting Inc.3,190$65.4K0.01%013F-HRTimeline
EASTERN BANK2,420$49.6K<0.01%-11,85213F-HRTimeline
Noble Wealth Management PBC1,800$36.9K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,696$34.8K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,526$31.3K<0.01%-1,30513F-HRTimelineGroup
FMR LLCin group FMR LLC1,162$23.8K<0.01%+56313F-HRTimelineGroup
Smithfield Trust Co1,039$21K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc923$18.9K<0.01%013F-HRTimeline
VIMA LLC745$15.3K0.01%13F-HRTimeline
Key Financial Inc540$11.1K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…484$9.93K<0.01%+413F-HRTimeline
Allworth Financial LP291$5.97K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC134$2.75K<0.01%+213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC47$956<0.01%013F-HRTimelineGroup