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Disclosery

BSCW INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

163 managers (165 13F filers) reported a position in BSCW shares at 2026-03-31, 54,799,414 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
163
13F filers
165
New
17
Added
99
Reduced
26
Sold out
11
Shares held by filers
54,799,414

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, LLC8,746,530$180M1.51%+156,89113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,846,523$99.8M0.01%+420,50413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,441,247$91.4M0.03%+762,50513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,252,062$67M0.01%+248,58013F-HR/ATimelineGroup
LPL Financial LLC2,299,670$47.3M0.01%-32,95113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,072,879$42.7M0.82%+157,35713F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,033,652$41.9M0.01%+1,279,10913F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC1,898,568$39.1M3.41%+39,32813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,672,820$34.4M<0.01%+88,06113F-HRTimelineGroup
MONECO ADVISORS, LLC1,056,767$21.8M1.69%+138,64413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA994,559$20.5M<0.01%+181,72513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC931,945$19.2M0.01%+154,04413F-HRTimelineGroup
Sequoia Financial Advisors, LLC906,090$18.7M0.1%-37,71513F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …847,636$17.5M1.97%-275,84913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.781,137$16.1M0.03%+31,74713F-HRTimelineGroup
Capital Investment Counsel, LLC722,194$14.9M2.04%+113,28913F-HRTimeline
FORONJY FINANCIAL LLC698,863$14.4M5.98%+18,06813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/690,831$14.2M<0.01%+61,90013F-HRTimelineGroup
&PARTNERS675,667$13.9M0.07%+160,90313F-HRTimeline
Strategic Financial Group, LLC672,382$13.8M14.25%13F-HRTimeline
GILL CAPITAL PARTNERS, LLC559,522$11.5M3.31%+10,42513F-HRTimeline
Clark Asset Management, LLC551,621$11.4M1.07%+132,92013F-HRTimeline
COOKSON PEIRCE & CO INC514,017$10.6M0.45%+5,34513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.501,944$10.3M0.02%+40,01713F-HRTimelineGroup
Janney Montgomery Scott LLC455,494$9.38M0.02%+149,03713F-HRTimeline
Cornerstone Planning, LLC453,415$9.35M2.11%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC408,009$8.4M0.03%-21,16613F-HRTimelineGroup
MAI Capital Management378,647$7.8M0.04%+39,63613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP376,045$7.67M<0.01%+83,23613F-HRTimelineGroup
Cambridge Investment Research Advisors,…370,091$7.62M0.02%+19,43213F-HRTimeline
Decker Wealth Management LLC364,900$7.51M1.71%+16,32713F-HRTimeline
Marietta Wealth Management, LLC364,437$7.5M0.89%+19,19313F-HRTimeline
Asset Dedication, LLC358,319$7.38M0.52%+41,36013F-HRTimeline
Independent Advisor Alliance353,213$7.27M0.08%new13F-HRTimeline
Modern Wealth Management, LLC334,383$6.89M0.12%+3,07013F-HRTimeline
MML INVESTORS SERVICES, LLC299,487$6.17M0.02%-12,38613F-HRTimeline
Clearstead Advisors, LLC292,485$6.02M0.06%+2,44413F-HRTimeline
Addison Advisors LLC290,687$5.98M1.32%+16,22313F-HRTimeline
Goepper Burkhardt LLC283,072$5.83M1.95%+13,77213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…246,990$5.09M<0.01%+32,33213F-HRTimelineGroup
BCS Wealth Management245,987$5.06M1.03%-248,14913F-HRTimeline
NorthAvenue LLC232,795$4.79M3.81%+18,90513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…223,176$4.59M0.06%+22,72413F-HRTimelineGroup
Private Advisor Group, LLC205,089$4.22M0.02%+94213F-HRTimeline
Ledgewood Wealth Advisors, LLC193,751$3.99M2.25%+12,44013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV182,079$3.75M0.01%-1,159,85813F-HRTimeline
Straight Path Wealth Management179,532$3.7M0.99%+20,97613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC174,894$3.6M<0.01%+26,85813F-HR/ATimelineGroup
Cetera Investment Advisers173,202$3.57M<0.01%+36,88313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC165,742$3.41M<0.01%+13413F-HRTimeline
Empirical Financial Services, LLC d.b.a…151,772$3.12M0.05%+3,37713F-HRTimeline
Avior Wealth Management, LLC145,581$3M0.09%+47,69713F-HRTimeline
Carroll Advisory Group, LLC144,208$2.97M1.15%+34,60513F-HRTimeline
Infinity Wealth Counsel, LLC142,943$2.94M2.7%+2,77313F-HRTimeline
Atria Investments, Inc135,567$2.79M0.03%-4,73013F-HRTimeline
VISTA INVESTMENT MANAGEMENT129,797$2.67M0.9%+24,15613F-HRTimeline
EVEXIA WEALTH LLC128,367$2.66M0.73%+18,46813F-HRTimeline
Opulen Financial Group LLC128,823$2.65M1.87%+8,10513F-HRTimeline
Farnam Financial LLC125,400$2.58M2.12%+9,51913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding123,243$2.54M+20,495Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding120,294$2.48M-5,000Timeline
NOVARE CAPITAL MANAGEMENT LLC118,715$2.44M0.19%+2,04013F-HRTimeline
Wilkins Miller Wealth Management, LLC118,363$2.44M1.47%-1,92213F-HRTimeline
DAVIS R M INC109,188$2.25M0.04%+20,32113F-HRTimeline
Dynamic Advisor Solutions LLC109,059$2.25M0.07%+16,72813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC105,392$2.17M<0.01%-26,38613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,277$2.09M<0.01%+30613F-HRTimelineGroup
HUB Investment Partners, LLC99,915$2.06M0.05%+1,34813F-HRTimeline
River Wealth Advisors LLC94,644$1.95M0.22%+26,21913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP93,702$1.93M<0.01%+32,52213F-HRTimelineGroup
Ellevest, Inc.92,798$1.91M0.27%-20113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC81,786$1.68M0.25%+7513F-HRTimeline
Carnegie Investment Counsel80,519$1.66M0.03%+4,52513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC79,921$1.65M<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC79,758$1.63M0.06%-6713F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC72,910$1.5M0.4%+5,94913F-HRTimeline
Independence Bank of Kentucky68,074$1.4M0.18%+6,96213F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH67,111$1.38M0.34%+76813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC66,243$1.36M<0.01%+1,20413F-HRTimelineGroup
Horizons Wealth Management65,043$1.34M0.89%+3,22013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,500$1.29M<0.01%+28,73713F-HRTimelineGroup
Camelot Portfolios, LLC61,492$1.27M0.95%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,880$1.26M<0.01%-70,32413F-HRTimeline
Apeiron RIA LLC59,162$1.22M0.28%+8,12813F-HRTimeline
JPL Wealth Management, LLC57,641$1.19M0.27%+2,13613F-HR/ATimeline
SHELTON CAPITAL MANAGEMENT57,401$1.18M0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS56,757$1.17M<0.01%+59913F-HRTimeline
Golden Reserve Retirement LLC52,006$1.07M0.22%+30,03313F-HRTimeline
EVERPAR ADVISORS LLC51,272$1.06M0.36%+8,86413F-HRTimeline
Redmond Asset Management, LLC49,546$1.02M0.28%+2,63313F-HRTimeline
Ark Wealth Advisors LLC49,301$1.02M1.01%new13F-HRTimeline
CVFG LLC48,683$1M0.12%new13F-HRTimeline
Oliver Luxxe Assets LLC44,863$924K0.14%+20,14813F-HRTimeline
HEADINVEST, LLC43,956$905K0.19%-2,13013F-HRTimeline
Farther Finance Advisors, LLC41,321$851K0.01%new13F-HRTimeline
Heritage Trust Co40,391$832K0.08%+23,37913F-HRTimeline
FCA CORP /TX38,589$794K0.22%+4,68313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.37,637$786K0.01%+2,63513F-HRTimelineGroup
LANARK FINANCIAL, INC.34,089$702K0.05%-58713F-HRTimeline
Coordinated Financial Services, Inc.34,067$701K0.4%+12613F-HRTimeline
Geneos Wealth Management Inc.34,053$701K0.02%+2,71013F-HRTimeline
VestGen Advisors, LLC31,268$643K0.02%+11,29413F-HRTimeline
Allen Capital Group, LLC29,797$613K0.06%-24313F-HRTimeline
HANOVER ADVISORS INC24,353$501K0.2%+1,23213F-HRTimeline
Quartz Partners, LLC22,257$458K0.18%013F-HRTimeline
Global Wealth Strategies & Associates21,970$452K0.11%-1,76813F-HRTimeline
Hobbs Group Advisors, LLC21,561$444K0.13%+22813F-HRTimeline
Redhawk Wealth Advisors, Inc.20,533$423K0.05%+19313F-HRTimeline
Waverly Advisors, LLC17,913$369K<0.01%+1,49513F-HRTimeline
Redwood Financial Network Corp17,700$364K0.24%+5,39113F-HRTimeline
Integrated Wealth Concepts LLC17,210$354K<0.01%+19613F-HRTimeline
Legacy Wealth Partners, LLC16,281$335K0.08%-46813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,633$322K<0.01%-123,02713F-HRTimelineGroup
Cherry Tree Wealth Management, LLC15,132$312K0.07%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC15,072$310K0.03%+2,38713F-HR/ATimeline
CENTRAL VALLEY ADVISORS, LLC14,914$307K0.08%new13F-HRTimeline
DOVER ADVISORS, LLC14,724$303K0.13%013F-HRTimeline
Legacy Wealth Management, LLC / MS14,310$295K0.08%+2513F-HRTimeline
EASTERN BANK14,272$294K0.01%-3,40513F-HRTimeline
YANKCOM Partnership14,111$291K0.12%013F-HRTimeline
Capital Investment Advisors, LLC13,875$286K<0.01%+12913F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,194$272K0.01%+1,26813F-HRTimelineGroup
VIRTUE ASSET MANAGEMENT LLC12,326$254K0.2%013F-HRTimeline
FLOW TRADERS U.S. LLC12,178$251K0.01%-43,71513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,160$250K<0.01%+2,98613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC12,000$247K0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,867$244K<0.01%+6213F-HRTimelineGroup
ETF Store, Inc.11,727$241K0.24%-6713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,495$237K<0.01%+11,25613F-HRTimelineGroup
Segment Wealth Management, LLC11,080$228K0.01%new13F-HRTimeline
Davis Capital Management11,072$228K0.15%-53013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,933$225K0.02%new13F-HRTimelineGroup
Elevation Advisory Partners LLC10,193$212K0.2%13F-HRTimeline
Darden Wealth Group Inc10,000$206K0.1%013F-HRTimeline
ETF Portfolio Partners, Inc.9,933$204K0.05%013F-HRTimeline
Larson Financial Group LLC9,805$202K0.01%+2,81713F-HRTimeline
First Command Advisory Services, Inc.9,431$194K<0.01%-10513F-HRTimeline
Front Row Advisors LLC8,326$171K0.06%013F-HRTimeline
MONTAG A & ASSOCIATES INC8,053$166K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7,727$159K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,235$108K<0.01%new13F-HRTimelineGroup
Marquette Asset Management, LLC4,882$101K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,565$94K<0.01%+12613F-HRTimeline
Advisory Services Network, LLC4,529$93.2K<0.01%new13F-HRTimeline
Bank of New Hampshire3,800$78.2K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,737$77K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,438$70.8K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,314$68.2K<0.01%+3,31113F-HRTimeline
SJS Investment Consulting Inc.3,190$65.7K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,831$58.3K<0.01%+10213F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,101$43.3K<0.01%+44813F-HRTimelineGroup
Noble Wealth Management PBC1,800$37.1K0.02%013F-HRTimeline
Knights of Columbus Asset Advisors LLC1,749$36K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,696$34.9K<0.01%013F-HRTimelineGroup
Intentional Wealth Strategies, LLC1,334$27.5K0.03%13F-HRTimeline
Smithfield Trust Co1,039$21K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc923$19K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC599$12.3K<0.01%-1,22613F-HRTimelineGroup
Key Financial Inc540$11.1K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…480$9.87K<0.01%+513F-HRTimeline
Golden State Wealth Management, LLC132$2.73K<0.01%+113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC47$959<0.01%13F-HRTimelineGroup
Sound Income Strategies, LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.