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Disclosery

BSCY INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

86 managers (87 13F filers) reported a position in BSCY shares at 2025-12-31, 13,920,056 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
86
13F filers
87
New
13
Added
56
Reduced
8
Sold out
6
Shares held by filers
13,920,056

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,518,152$52.9M0.02%+352,31213F-HRTimelineGroup
Aptus Capital Advisors, LLC1,738,078$36.5M0.31%new13F-HRTimeline
LPL Financial LLC1,073,606$22.6M0.01%+221,46413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN851,096$17.9M<0.01%+303,24213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.831,500$17.5M<0.01%+47,00013F-HRTimelineGroup
BCS Wealth Management666,220$14M1.41%+368,93313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY518,972$10.9M<0.01%+64,58213F-HR/ATimelineGroup
COOKSON PEIRCE & CO INC504,697$10.6M0.44%+18,55213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP279,436$5.87M<0.01%+136,54513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.277,455$5.83M0.04%+19,26013F-HRTimelineGroup
Clark Asset Management, LLC260,494$5.48M0.57%+56,62913F-HRTimeline
Addison Advisors LLC245,014$5.15M1.16%+45,25213F-HRTimeline
GILL CAPITAL PARTNERS, LLC226,880$4.77M1.45%+22,78813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…208,957$4.39M<0.01%+4,71013F-HR/ATimelineGroup
Ledgewood Wealth Advisors, LLC202,180$4.25M2.45%+65513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…177,312$3.73M0.05%+26,41313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO168,164$3.53M<0.01%+76,21213F-HRTimelineGroup
Sanctuary Advisors, LLC152,057$3.2M0.02%+13,75713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150,573$3.17M<0.01%+29,81213F-HRTimelineGroup
MAI Capital Management139,645$2.94M0.02%+14,09713F-HRTimeline
Atria Investments, Inc139,439$2.93M0.03%+12,48013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA137,250$2.88M<0.01%+29,21613F-HRTimelineGroup
Modern Wealth Management, LLC118,448$2.49M0.05%+99,98313F-HRTimeline
Cetera Investment Advisers113,361$2.38M<0.01%-131,18213F-HRTimeline
LeClair Wealth Partners LLC113,099$2.38M1.38%new13F-HRTimeline
Asset Dedication, LLC108,896$2.29M0.15%+65,19913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,099$2.21M<0.01%+30,00513F-HRTimelineGroup
Ellevest, Inc.92,478$1.94M0.27%+11,30513F-HRTimeline
Infinity Wealth Counsel, LLC89,710$1.89M1.72%+62,19113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP87,951$1.85M<0.01%+70,43413F-HRTimelineGroup
MONECO ADVISORS, LLC86,137$1.81M0.14%-11,73613F-HRTimeline
NorthAvenue LLC83,528$1.76M1.45%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC81,647$1.72M<0.01%+17,26013F-HRTimelineGroup
Carroll Advisory Group, LLC81,258$1.71M0.74%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC71,612$1.51M<0.01%013F-HR/ATimelineGroup
NOVARE CAPITAL MANAGEMENT LLC70,439$1.48M0.11%+9,12113F-HRTimeline
HUB Investment Partners, LLC67,800$1.43M0.04%-6,02413F-HRTimeline
Private Advisor Group, LLC66,486$1.4M0.01%+2,77313F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC62,089$1.31M0.35%+5,93413F-HRTimeline
Farnam Financial LLC56,104$1.18M0.89%+3,26113F-HRTimeline
MML INVESTORS SERVICES, LLC52,195$1.1M<0.01%+5,71213F-HRTimeline
UBS Group AGin group UBS Group AG49,170$1.03M<0.01%+15,53113F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH48,723$1.02M0.25%+55813F-HRTimeline
J.W. COLE ADVISORS, INC.47,628$1M0.02%+1,38813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC46,878$985K0.12%+30,95013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding44,690$939K+12,694Timeline
FLOW TRADERS U.S. LLC39,285$826K0.03%-42,32413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,852$796K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,612$770K<0.01%+1,80013F-HRTimeline
River Wealth Advisors LLC35,428$745K0.08%+9,41613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,448$703K<0.01%-22,53813F-HRTimelineGroup
Sequoia Financial Advisors, LLC23,730$499K<0.01%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC23,128$486K0.29%+8,99613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,884$481K<0.01%+3,26513F-HRTimelineGroup
Golden Reserve Retirement LLC21,590$454K0.08%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,003$442K<0.01%+6,27013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,867$439K<0.01%+8,30613F-HRTimeline
Hobbs Group Advisors, LLC19,670$413K0.12%+21913F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…19,275$405K0.13%+5,90013F-HRTimelineGroup
Legacy Wealth Partners, LLC16,712$351K0.09%13F-HRTimeline
Opulen Financial Group LLC16,674$350K0.26%+19113F-HRTimeline
Paradigm, Strategies in Wealth Manageme…16,312$343K0.23%013F-HRTimeline
Global Wealth Strategies & Associates15,725$331K0.08%-3,83213F-HRTimeline
Allen Capital Group, LLC15,102$317K0.03%+2,41913F-HRTimeline
YANKCOM Partnership14,569$306K0.13%+5,70313F-HRTimeline
Diversified Portfolios, Inc.14,036$295K0.02%new13F-HRTimeline
Jacobi Capital Management LLC13,832$291K0.02%+1,31213F-HRTimeline
DAVIS R M INC13,785$290K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…12,661$266K<0.01%+2,18213F-HRTimeline
Beacon Pointe Advisors, LLC12,472$262K<0.01%+14713F-HRTimeline
Independence Bank of Kentucky11,869$249K0.03%+3,02613F-HRTimeline
ETF Store, Inc.10,655$224K0.23%+36813F-HRTimeline
First Command Advisory Services, Inc.10,085$212K<0.01%+64213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,048$211K<0.01%new13F-HRTimelineGroup
&PARTNERS9,977$210K<0.01%new13F-HRTimeline
Redmond Asset Management, LLC9,612$202K0.05%new13F-HRTimeline
Davis Capital Management5,951$125K0.09%-31013F-HRTimeline
Knights of Columbus Asset Advisors LLC4,774$100K0.01%013F-HRTimeline
Marquette Asset Management, LLC4,668$98.1K0.01%+34113F-HRTimeline
Steward Partners Investment Advisory, L…3,384$71.1K<0.01%-22413F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,989$62.8K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,588$54.4K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1,335$28.1K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA1,178$24.8K<0.01%013F-HRTimeline
Smithfield Trust Co1,031$21K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…657$13.8K<0.01%new13F-HRTimeline