Skip to content
Disclosery

BSCW INVESCO EXCH TRD SLF IDX FD

Follow

ETF (fund)

155 managers (157 13F filers) reported a position in BSCW shares at 2025-12-31, 50,194,547 shares in all. 19 filers opened a position and 3 filers sold out during the quarter.

Managers
155
13F filers
157
New
19
Added
102
Reduced
16
Sold out
3
Shares held by filers
50,194,547

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, LLC8,589,639$179M1.52%+444,87613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,426,019$92.4M0.01%+425,00013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,678,742$76.8M0.02%+553,66613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,003,482$62.7M0.01%+760,85713F-HRTimelineGroup
LPL Financial LLC2,332,621$48.7M0.01%+83,53013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,915,522$40M0.75%+161,49313F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC1,859,240$38.8M3.27%+1,143,23513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,584,759$33.1M<0.01%+791,50213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,341,937$28M0.04%+1,263,90913F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,123,485$23.5M1.82%-155,98713F-HRTimelineGroup
Sequoia Financial Advisors, LLC943,805$19.7M0.11%new13F-HRTimeline
MONECO ADVISORS, LLC918,123$19.2M1.52%+879,65113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA812,834$17M<0.01%+405,60613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC777,901$16.2M<0.01%+698,33313F-HRTimelineGroup
UBS Group AGin group UBS Group AG754,543$15.8M<0.01%+44,16913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.749,390$15.6M0.02%+31,94213F-HRTimelineGroup
FORONJY FINANCIAL LLC680,795$14.2M5.93%+32,77213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/628,931$13.1M<0.01%+35,53613F-HRTimelineGroup
Capital Investment Counsel, LLC608,905$12.7M1.77%+105,00913F-HRTimeline
GILL CAPITAL PARTNERS, LLC549,097$11.5M3.48%+28,05613F-HRTimeline
&PARTNERS514,764$10.9M0.06%+17,10913F-HRTimeline
COOKSON PEIRCE & CO INC508,672$10.6M0.44%+20,90113F-HRTimeline
BCS Wealth Management494,136$10.3M1.04%+258,98713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.461,927$9.65M0.01%+60,68113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC429,175$8.96M0.04%+59,34913F-HRTimelineGroup
Clark Asset Management, LLC418,701$8.74M0.91%+82,20313F-HRTimeline
Cambridge Investment Research Advisors,…350,659$7.32M0.02%+32,61913F-HRTimeline
Decker Wealth Management LLC348,573$7.28M1.6%13F-HRTimeline
Marietta Wealth Management, LLC345,244$7.21M0.83%+17,76013F-HRTimeline
MAI Capital Management339,011$7.08M0.04%+89,52213F-HRTimeline
Modern Wealth Management, LLC331,313$6.92M0.13%+28,23813F-HRTimeline
Asset Dedication, LLC316,959$6.62M0.43%+85,73313F-HRTimeline
MML INVESTORS SERVICES, LLC311,873$6.51M0.02%+254,70313F-HRTimeline
Janney Montgomery Scott LLC306,457$6.4M0.01%+68,65813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP292,809$6.11M<0.01%+62,36413F-HRTimelineGroup
Clearstead Advisors, LLC290,041$6.05M0.08%+11,71413F-HRTimeline
Addison Advisors LLC274,464$5.73M1.29%+14,76513F-HRTimeline
Goepper Burkhardt LLC269,300$5.62M1.83%+197,77613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…214,658$4.48M<0.01%+16113F-HR/ATimelineGroup
NorthAvenue LLC213,890$4.46M3.7%13F-HRTimeline
Private Advisor Group, LLC204,147$4.26M0.02%+107,53413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…200,452$4.18M0.05%+26,12113F-HRTimelineGroup
Legacy CG, LLC191,762$4M1.12%+13,25113F-HRTimeline
Ledgewood Wealth Advisors, LLC181,311$3.78M2.18%+10,92713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC165,608$3.46M<0.01%-7,29013F-HRTimeline
Straight Path Wealth Management158,556$3.31M0.89%+104,28613F-HRTimeline
Empirical Financial Services, LLC d.b.a…148,395$3.1M0.06%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC148,036$3.09M<0.01%+9,34413F-HRTimelineGroup
Atria Investments, Inc140,297$2.93M0.03%+12,88113F-HRTimeline
Infinity Wealth Counsel, LLC140,170$2.93M2.67%+99,36013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…138,660$2.89M<0.01%+86,68413F-HRTimelineGroup
Cetera Investment Advisers136,319$2.85M<0.01%+39,28113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC131,778$2.75M<0.01%+77,01913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…131,204$2.74M<0.01%+19,02813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding125,294$2.62M+6,797Timeline
Opulen Financial Group LLC120,718$2.52M1.84%+6,51813F-HRTimeline
Wilkins Miller Wealth Management, LLC120,285$2.51M1.5%+26,76913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC116,675$2.44M0.18%+2,97013F-HRTimeline
Farnam Financial LLC115,881$2.42M1.82%+10,70113F-HRTimeline
LeClair Wealth Partners LLC114,843$2.4M1.39%new13F-HRTimeline
EVEXIA WEALTH LLC109,899$2.3M0.64%new13F-HRTimeline
Carroll Advisory Group, LLC109,603$2.29M0.99%13F-HRTimeline
VISTA INVESTMENT MANAGEMENT105,641$2.21M0.73%+19,71213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding102,748$2.14M+26,370Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP100,971$2.11M<0.01%+82,63513F-HRTimelineGroup
HUB Investment Partners, LLC98,567$2.06M0.06%+2,60513F-HRTimeline
Avior Wealth Management, LLC97,884$2.04M0.06%+62,12113F-HRTimeline
Ellevest, Inc.92,999$1.94M0.27%+9,59413F-HRTimeline
Dynamic Advisor Solutions LLC92,331$1.93M0.06%+5,39813F-HRTimeline
DAVIS R M INC88,867$1.86M0.03%+38,99213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC81,711$1.71M0.21%+3,24513F-HRTimeline
Smartleaf Asset Management LLC79,825$1.67M0.06%new13F-HRTimeline
Carnegie Investment Counsel75,994$1.59M0.03%+53,77213F-HRTimeline
River Wealth Advisors LLC68,425$1.43M0.16%+8,80213F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC66,961$1.4M0.38%+4,64813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH66,343$1.38M0.33%+78013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,039$1.36M<0.01%+12,84513F-HRTimelineGroup
Horizons Wealth Management61,823$1.29M0.86%+55,46313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,180$1.28M<0.01%+14,15913F-HRTimelineGroup
Independence Bank of Kentucky61,112$1.28M0.16%+67613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS56,158$1.17M<0.01%+15,73113F-HRTimeline
FLOW TRADERS U.S. LLC55,893$1.17M0.04%-25,87813F-HRTimeline
JPL Wealth Management, LLC55,505$1.16M0.28%+10,10613F-HRTimeline
Apeiron RIA LLC51,034$1.06M0.22%new13F-HRTimeline
Redmond Asset Management, LLC46,913$979K0.25%+1,45013F-HRTimeline
HEADINVEST, LLC46,086$962K0.19%-3,06113F-HRTimeline
EVERPAR ADVISORS LLC42,408$885K0.33%new13F-HRTimeline
J.W. COLE ADVISORS, INC.40,934$841K0.02%+20413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,002$731K<0.01%+21,10813F-HRTimelineGroup
LANARK FINANCIAL, INC.34,676$724K0.05%new13F-HRTimeline
Coordinated Financial Services, Inc.33,941$709K0.41%-50413F-HRTimeline
FCA CORP /TX33,906$708K0.2%+1,26013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,763$705K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.31,343$654K0.02%-37713F-HRTimeline
Allen Capital Group, LLC30,040$627K0.06%+1,51813F-HRTimeline
Oliver Luxxe Assets LLC24,715$516K0.08%+10,01513F-HRTimeline
Global Wealth Strategies & Associates23,738$496K0.12%-8,46213F-HRTimeline
HANOVER ADVISORS INC23,121$483K0.19%+1,86513F-HRTimeline
Quartz Partners, LLC22,257$465K0.17%-2,41113F-HRTimeline
Golden Reserve Retirement LLC21,973$459K0.08%new13F-HRTimeline
GTS SECURITIES LLC21,905$457K0.02%new13F-HRTimeline
Hobbs Group Advisors, LLC21,333$445K0.13%+23213F-HRTimeline
Redhawk Wealth Advisors, Inc.20,340$425K0.05%+22613F-HRTimeline
VestGen Advisors, LLC19,974$417K0.02%-6,49813F-HRTimeline
EASTERN BANK17,677$369K0.01%-3,26813F-HRTimeline
Integrated Wealth Concepts LLC17,014$355K<0.01%+20113F-HRTimeline
Heritage Trust Co17,012$355K0.04%new13F-HRTimeline
Legacy Wealth Partners, LLC16,749$350K0.09%13F-HRTimeline
Waverly Advisors, LLC16,418$343K<0.01%+3413F-HRTimeline
Cherry Tree Wealth Management, LLC15,132$316K0.07%013F-HRTimeline
DOVER ADVISORS, LLC14,724$307K0.12%013F-HRTimeline
Legacy Wealth Management, LLC / MS14,285$298K0.08%new13F-HRTimeline
Compound Planning, Inc.14,135$295K0.01%-5,55413F-HRTimeline
YANKCOM Partnership14,111$295K0.13%+3,83313F-HRTimeline
Capital Investment Advisors, LLC13,746$287K<0.01%+67713F-HRTimeline
Diversified Portfolios, Inc.13,099$273K0.02%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,685$265K0.02%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC12,326$257K0.21%+5013F-HRTimeline
Redwood Financial Network Corp12,309$257K0.16%+1,39813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,000$250K0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC11,926$249K0.01%+7013F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,805$246K<0.01%new13F-HRTimelineGroup
ETF Store, Inc.11,794$246K0.25%+89413F-HRTimeline
Davis Capital Management11,602$242K0.17%+11713F-HRTimeline
ORG Partners LLC11,247$235K0.04%+48813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,617$222K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,096$211K<0.01%+25513F-HRTimeline
Darden Wealth Group Inc10,000$209K0.1%013F-HRTimeline
ETF Portfolio Partners, Inc.9,933$207K0.05%013F-HRTimeline
Cassaday & Co Wealth Management LLC9,794$204K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.9,536$199K<0.01%+7913F-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
MONTAG A & ASSOCIATES INC8,053$168K0.01%+5,50013F-HRTimeline
Steward Partners Investment Advisory, L…7,727$161K<0.01%013F-HRTimeline
Larson Financial Group LLC6,988$146K<0.01%-43013F-HRTimeline
COMERICA BANK6,442$134K<0.01%+2,50013F-HRTimeline
Marquette Asset Management, LLC4,882$102K0.02%+31413F-HRTimeline
HARBOUR INVESTMENTS, INC.4,439$92.7K<0.01%-2,48813F-HRTimeline
Bank of New Hampshire3,800$79.3K0.02%013F-HRTimeline
PRIVATE TRUST CO NA3,438$71.8K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,729$57K<0.01%+3213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,861$38.8K<0.01%-52,74113F-HRTimelineGroup
FMR LLCin group FMR LLC1,825$38.1K<0.01%+1,72313F-HRTimelineGroup
Noble Wealth Management PBC1,800$37.6K0.02%013F-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%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,653$35K<0.01%+46313F-HRTimelineGroup
Smithfield Trust Co1,039$22K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…475$9.92K<0.01%13F-HRTimeline
Align Financial, LLC6,638$6.64K<0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…239$4.99K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC131$2.74K<0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3$63<0.01%-3,31113F-HRTimeline
Sound Income Strategies, LLC0$4<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.