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Disclosery

BSCW INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

135 managers (137 13F filers) reported a position in BSCW shares at 2025-09-30, 39,423,070 shares in all. 19 filers opened a position and 1 filer sold out during the quarter.

Managers
135
13F filers
137
New
19
Added
91
Reduced
9
Sold out
1
Shares held by filers
39,423,070

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC8,144,763$170M1.55%+618,51313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,001,019$83.5M0.01%+355,13213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,125,076$65.3M0.02%+199,76413F-HRTimelineGroup
LPL Financial LLC2,249,091$47M0.01%+380,59913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,242,625$46.8M0.01%+129,42213F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,754,029$36.6M0.69%+205,18113F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,279,472$26.7M1.81%-136,80713F-HRTimelineGroup
Sterling Financial Group, Inc.954,762$19.9M6.32%+357,60113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.793,257$16.6M<0.01%+62,32813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.717,448$15M0.02%+46,59713F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC716,005$15M1.28%+35,56613F-HRTimeline
UBS Group AGin group UBS Group AG710,374$14.8M<0.01%+194,22213F-HRTimelineGroup
Vishria Bird Financial Group, LLC687,736$14.4M2.82%+111,12713F-HRTimeline
FORONJY FINANCIAL LLC648,023$13.5M5.93%+61,49313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/593,395$12.4M<0.01%+68,62113F-HR/ATimelineGroup
GILL CAPITAL PARTNERS, LLC521,041$10.9M3.32%-1,29213F-HRTimeline
Capital Investment Counsel, LLC503,896$10.5M1.55%+140,79113F-HRTimeline
&PARTNERS497,655$10.4M0.07%+391,08613F-HRTimeline
COOKSON PEIRCE & CO INC487,771$10.2M0.42%+1,97513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA407,228$8.5M<0.01%+32,57013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.401,246$8.33M0.01%+68,42613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC369,826$7.72M0.03%+225,39413F-HRTimelineGroup
Clark Asset Management, LLC336,498$7.03M0.82%+78,35513F-HRTimeline
Marietta Wealth Management, LLC327,484$6.84M0.84%new13F-HRTimeline
Cambridge Investment Research Advisors,…318,040$6.64M0.02%+11,28613F-HRTimeline
Modern Wealth Management, LLC303,075$6.33M0.13%+7,67413F-HRTimeline
Clearstead Advisors, LLC278,327$5.81M0.08%+1,31713F-HRTimeline
Addison Advisors LLC259,699$5.42M1.26%+25,27713F-HRTimeline
MAI Capital Management249,489$5.21M0.03%+67,33413F-HRTimeline
Janney Montgomery Scott LLC237,799$4.96M0.01%+19,78313F-HRTimeline
BCS Wealth Management235,149$4.91M1.11%-2,56913F-HRTimeline
Asset Dedication, LLC231,226$4.83M0.32%+40,02513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP230,445$4.8M<0.01%+55,16913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…214,497$4.48M<0.01%+12,45013F-HRTimelineGroup
Legacy CG, LLC178,511$3.73M1.05%+53,03213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…174,331$3.64M0.05%+32,54913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC172,898$3.61M<0.01%+4,39013F-HRTimeline
Ledgewood Wealth Advisors, LLC170,384$3.56M2.11%+47,58413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC138,692$2.9M<0.01%+2,75613F-HRTimelineGroup
Atria Investments, Inc127,416$2.66M0.03%+6,08813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding118,497$2.47M+3,503Timeline
Opulen Financial Group LLC114,200$2.38M1.81%+18,58713F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC113,705$2.37M0.18%+14,46313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…112,176$2.35M<0.01%+12,64313F-HRTimeline
Farnam Financial LLC105,180$2.2M1.71%+9,32713F-HRTimeline
Cetera Investment Advisers97,038$2.03M<0.01%+46,61913F-HRTimeline
Private Advisor Group, LLC96,613$2.02M0.01%-10,40213F-HRTimeline
HUB Investment Partners, LLC95,962$2M0.07%+3,18113F-HRTimeline
Wilkins Miller Wealth Management, LLC93,516$1.94M1.2%+31,17813F-HRTimeline
Dynamic Advisor Solutions LLC86,933$1.82M0.05%+35,77813F-HRTimeline
VISTA INVESTMENT MANAGEMENT85,929$1.79M0.63%+11,10213F-HRTimeline
Ellevest, Inc.83,405$1.74M0.25%+3,34113F-HRTimeline
FLOW TRADERS U.S. LLC81,771$1.71M0.07%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC79,568$1.66M<0.01%+10,65513F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC78,466$1.64M0.2%+6,06713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV78,028$1.63M<0.01%+67,82813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding76,378$1.59M+23,179Timeline
Goepper Burkhardt LLC71,524$1.49M0.51%new13F-HRTimeline
TLWM69,865$1.46M0.26%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH65,563$1.37M0.35%+79013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC62,313$1.3M0.36%+3,08713F-HRTimeline
Independence Bank of Kentucky60,436$1.26M0.16%+5,57913F-HRTimeline
River Wealth Advisors LLC59,623$1.24M0.15%+3,79613F-HRTimeline
MML INVESTORS SERVICES, LLC57,170$1.19M<0.01%-1,31113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC54,759$1.14M<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54,602$1.14M<0.01%new13F-HR/ATimelineGroup
Straight Path Wealth Management54,270$1.13M0.32%+16,97613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,194$1.09M<0.01%+15,89913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,976$1.09M<0.01%+11,67913F-HRTimelineGroup
DAVIS R M INC49,875$1.04M0.02%+11,63313F-HRTimeline
HEADINVEST, LLC49,147$1.03M0.21%+1,20113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,021$982K<0.01%+14,98513F-HRTimelineGroup
Redmond Asset Management, LLC45,463$949K0.23%+18,69113F-HRTimeline
JPL Wealth Management, LLC45,399$948K0.22%+6,61313F-HRTimeline
Infinity Wealth Counsel, LLC40,810$852K0.83%new13F-HRTimeline
J.W. COLE ADVISORS, INC.40,730$850K0.02%+21013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,427$844K<0.01%+12,99613F-HRTimeline
MONECO ADVISORS, LLC38,472$803K0.07%+3,62613F-HRTimeline
Avior Wealth Management, LLC35,763$747K0.02%new13F-HRTimeline
Coordinated Financial Services, Inc.34,445$719K0.46%+5,16213F-HRTimeline
FCA CORP /TX32,646$682K0.19%+1,86113F-HRTimeline
Global Wealth Strategies & Associates32,200$672K0.17%new13F-HRTimeline
Geneos Wealth Management Inc.31,720$662K0.02%+77213F-HRTimeline
Allen Capital Group, LLC28,522$596K0.06%+1,91713F-HRTimeline
VestGen Advisors, LLC26,472$553K0.02%+6413F-HRTimeline
Quartz Partners, LLC24,668$515K0.19%-1,24313F-HRTimeline
Carnegie Investment Counsel22,222$464K0.01%new13F-HRTimeline
HANOVER ADVISORS INC21,256$444K0.17%+2,60713F-HRTimeline
Hobbs Group Advisors, LLC21,101$441K0.14%new13F-HRTimeline
EASTERN BANK20,945$437K0.01%-10,01713F-HRTimeline
Redhawk Wealth Advisors, Inc.20,114$420K0.05%+56013F-HRTimeline
Compound Planning, Inc.19,689$411K0.01%+2,60213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,336$383K<0.01%+7,90613F-HRTimelineGroup
Integrated Wealth Concepts LLC16,813$351K<0.01%+20313F-HRTimeline
OBSIDIAN CIO, LLC16,798$351K0.05%013F-HRTimeline
Waverly Advisors, LLC16,384$342K<0.01%+3513F-HRTimeline
Cherry Tree Wealth Management, LLC15,132$316K0.07%013F-HRTimeline
DOVER ADVISORS, LLC14,724$307K0.12%013F-HRTimeline
Oliver Luxxe Assets LLC14,700$307K0.05%+2,75013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,894$290K<0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC13,069$273K<0.01%+67513F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,685$265K0.03%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC12,276$256K0.21%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,856$248K0.01%+7213F-HRTimelineGroup
Davis Capital Management11,485$240K0.17%13F-HRTimeline
Redwood Financial Network Corp10,911$228K0.14%new13F-HRTimeline
ETF Store, Inc.10,900$228K0.24%+43413F-HRTimeline
ORG Partners LLC10,759$225K0.04%new13F-HRTimeline
YANKCOM Partnership10,278$215K0.1%+3,10513F-HRTimeline
Darden Wealth Group Inc10,000$209K0.11%013F-HRTimeline
ETF Portfolio Partners, Inc.9,933$207K0.06%013F-HRTimeline
Beacon Pointe Advisors, LLC9,841$205K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.9,457$197K<0.01%+29413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,174$192K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC8,326$174K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…7,727$161K<0.01%013F-HRTimeline
Larson Financial Group LLC7,418$155K0.01%+513F-HRTimeline
HARBOUR INVESTMENTS, INC.6,927$145K<0.01%+8413F-HRTimeline
Horizons Wealth Management6,360$133K0.09%new13F-HRTimeline
Marquette Asset Management, LLC4,568$95.4K0.01%013F-HRTimeline
Advisory Services Network, LLC4,424$92.4K<0.01%new13F-HRTimeline
COMERICA BANK3,942$82.3K<0.01%+1,21413F-HRTimeline
Bank of New Hampshire3,800$79.3K0.02%013F-HRTimeline
PRIVATE TRUST CO NA3,438$71.8K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,314$69.2K<0.01%-1813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,697$56.3K<0.01%+3313F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,553$53.3K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,800$37.6K0.02%13F-HRTimeline
Knights of Columbus Asset Advisors LLC1,749$36.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,696$35.4K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,190$25K<0.01%new13F-HRTimelineGroup
Smithfield Trust Co1,039$22K<0.01%+1613F-HRTimeline
Golden State Wealth Management, LLC129$2.7K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC102$2.13K<0.01%+10013F-HRTimelineGroup
Sound Income Strategies, LLC1$25<0.01%-113F-HRTimeline