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Disclosery

BSCY INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

48 managers (48 13F filers) reported a position in BSCY shares at 2024-12-31, 4,668,101 shares in all. 34 filers opened a position and 1 filer sold out during the quarter.

Managers
48
13F filers
48
New
34
Added
11
Reduced
0
Sold out
1
Shares held by filers
4,668,101

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,490,376$30.1M0.01%13F-HR/ATimelineGroup
COOKSON PEIRCE & CO INC494,239$9.99M0.45%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.493,235$9.97M<0.01%new13F-HRTimelineGroup
BCS Wealth Management217,790$4.4M1.1%+153,46313F-HRTimeline
Ledgewood Wealth Advisors, LLC188,065$3.8M2.45%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…174,831$3.53M<0.01%+173,78513F-HRTimelineGroup
MAI Capital Management139,518$2.82M0.02%new13F-HRTimeline
Sanctuary Advisors, LLC118,773$2.41M0.02%new13F-HRTimeline
Cetera Investment Advisers116,662$2.36M<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC109,193$2.21M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,351$1.87M<0.01%+43,82913F-HRTimelineGroup
Addison Advisors LLC78,905$1.6M0.44%+78,32513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.72,610$1.47M0.01%new13F-HRTimelineGroup
Ellevest, Inc.69,172$1.4M0.08%new13F-HRTimeline
Clark Asset Management, LLC62,438$1.26M0.24%+27,02513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,549$1.08M<0.01%new13F-HRTimelineGroup
LPL Financial LLC50,100$1.01M<0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC49,477$1M0.19%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,012$950K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC46,811$946K0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC46,528$941K<0.01%new13F-HRTimeline
TLWM43,362$877K0.17%new13F-HRTimeline
Farnam Financial LLC42,534$860K0.9%+2,70013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC39,882$806K0.25%new13F-HRTimeline
MONECO ADVISORS, LLC34,028$688K0.07%+12,06313F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,247$652K0.01%+15,53213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,951$646K<0.01%+9,95413F-HRTimeline
GILL CAPITAL PARTNERS, LLC27,746$561K0.2%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC22,906$463K0.04%new13F-HRTimeline
Independent Advisor Alliance17,588$356K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,476$353K<0.01%+7,69813F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,513$334K<0.01%new13F-HRTimelineGroup
Aveo Capital Partners, LLC15,318$310K0.03%new13F-HRTimeline
Atria Investments, Inc15,300$309K<0.01%new13F-HRTimeline
River Wealth Advisors LLC15,256$308K0.04%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,910$261K<0.01%new13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC12,325$249K0.03%new13F-HRTimeline
Jacobi Capital Management LLC12,273$248K0.02%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC10,930$221K0.13%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,767$218K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,875$139K<0.01%new13F-HR/ATimelineGroup
Avior Wealth Management, LLC4,886$98.8K<0.01%new13F-HRTimeline
Knights of Columbus Asset Advisors LLC4,774$96.5K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,587$72.5K<0.01%013F-HRTimeline
Marquette Asset Management, LLC3,278$66.3K0.01%+3,09613F-HRTimeline
Smithfield Trust Co1,105$22K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY649$13.1K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.