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Disclosery

BSCY INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

57 managers (57 13F filers) reported a position in BSCY shares at 2025-03-31, 7,068,391 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
57
13F filers
57
New
14
Added
34
Reduced
3
Sold out
5
Shares held by filers
7,068,391

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,858,105$38.1M0.01%+367,72913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,121,424$23M<0.01%+628,18913F-HRTimelineGroup
COOKSON PEIRCE & CO INC485,784$9.95M0.5%-8,45513F-HRTimeline
LPL Financial LLC467,052$9.57M<0.01%+416,95213F-HRTimeline
BCS Wealth Management253,679$5.2M1.34%+35,88913F-HRTimeline
Ledgewood Wealth Advisors, LLC192,205$3.94M2.54%+4,14013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…191,542$3.92M<0.01%+16,71113F-HRTimelineGroup
Cetera Investment Advisers175,389$3.59M0.01%+58,72713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.168,029$3.44M0.03%+95,41913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…166,697$3.41M0.01%new13F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC164,705$3.37M1.17%+136,95913F-HRTimeline
MAI Capital Management134,702$2.76M0.02%-4,81613F-HRTimeline
Addison Advisors LLC126,244$2.59M0.71%+47,33913F-HRTimeline
Sanctuary Advisors, LLC119,765$2.45M0.02%+99213F-HRTimeline
Atria Investments, Inc118,515$2.43M0.03%+103,21513F-HRTimeline
Clark Asset Management, LLC100,999$2.07M0.35%+38,56113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…96,869$1.98M0.03%+64,62213F-HRTimelineGroup
FLOW TRADERS U.S. LLC90,837$1.86M0.08%+44,02613F-HRTimeline
Ellevest, Inc.75,356$1.54M0.1%+6,18413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,972$1.54M<0.01%+27,96013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY64,551$1.32M<0.01%+63,90213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC56,800$1.16M<0.01%+3,25113F-HRTimelineGroup
Strategic Financial Concepts, LLC55,331$1.13M0.21%+5,85413F-HRTimeline
MML INVESTORS SERVICES, LLC48,634$996K<0.01%+2,10613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC48,215$988K0.58%+37,28513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC47,698$977K0.3%+7,81613F-HRTimeline
Farnam Financial LLC44,550$913K0.93%+2,01613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,607$893K<0.01%+36,73213F-HRTimelineGroup
TLWM43,362$888K0.18%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,805$836K<0.01%+8,85413F-HRTimeline
MONECO ADVISORS, LLC38,047$779K0.08%+4,01913F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,681$772K<0.01%new13F-HRTimelineGroup
HUB Investment Partners, LLC36,229$742K0.03%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC36,026$738K0.06%+13,12013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,888$571K<0.01%+10,41213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.24,037$492K0.02%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.20,831$427K<0.01%+7,92113F-HRTimeline
River Wealth Advisors LLC18,058$370K0.05%+2,80213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC16,575$340K0.04%+4,25013F-HRTimeline
UBS Group AGin group UBS Group AG16,513$338K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,933$285K<0.01%new13F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,689$260K<0.01%+1,92213F-HRTimelineGroup
Asset Dedication, LLC12,575$258K0.02%new13F-HRTimeline
Jacobi Capital Management LLC12,273$251K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,586$217K<0.01%new13F-HRTimeline
Opulen Financial Group LLC10,465$214K0.19%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,180$209K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.8,147$167K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,477$153K<0.01%new13F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC4,774$97.8K0.01%013F-HRTimeline
Davis Capital Management4,470$91.6K0.07%new13F-HRTimeline
Marquette Asset Management, LLC4,309$88.3K0.02%+1,03113F-HRTimeline
Steward Partners Investment Advisory, L…3,587$73.5K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,588$53K<0.01%new13F-HRTimeline
Smithfield Trust Co1,050$22K<0.01%-5513F-HRTimeline
YANKCOM Partnership980$20.1K0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.