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Disclosery

BSCZ INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

71 managers (71 13F filers) reported a position in BSCZ shares at 2026-06-30, 8,367,358 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
71
13F filers
71
New
14
Added
44
Reduced
5
Sold out
6
Shares held by filers
8,367,358

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 INC2,089,056$42.8M0.01%+117,34113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.941,439$19.3M<0.01%+50,22113F-HRTimelineGroup
COOKSON PEIRCE & CO INC542,689$11.1M0.37%+6,62413F-HRTimeline
LPL Financial LLC506,383$10.4M<0.01%+124,64913F-HRTimeline
Carolina Wealth Advisors, LLC292,847$5.99M2.35%+5,15613F-HRTimeline
GILL CAPITAL PARTNERS, LLC244,837$5.01M1.33%+45,98413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP221,385$4.55M<0.01%+90,19813F-HRTimelineGroup
Clark Asset Management, LLC211,938$4.34M0.34%+73,59613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…189,835$3.89M0.04%+23,98713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.177,600$3.64M<0.01%+114,70313F-HRTimelineGroup
Carroll Advisory Group, LLC160,756$3.29M1.08%+14,11013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.160,610$3.29M0.02%+45,26813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY155,274$3.18M<0.01%+62,55513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC145,565$2.98M<0.01%+30,50813F-HRTimelineGroup
Savvy Advisors, Inc.136,922$2.8M0.06%new13F-HRTimeline
BCS Wealth Management134,922$2.76M0.5%+13,21113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA133,501$2.73M<0.01%+13,91013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC132,956$2.72M<0.01%-20,80413F-HRTimelineGroup
LeClair Wealth Partners LLC120,082$2.46M1.27%new13F-HRTimeline
Cetera Investment Advisers114,293$2.34M<0.01%+38,51313F-HRTimeline
Infinity Wealth Counsel, LLC93,610$1.92M1.55%+16,24013F-HRTimeline
Ellevest, Inc.93,307$1.91M0.23%+3,63913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/86,770$1.78M<0.01%+26,80013F-HRTimelineGroup
Cambridge Investment Research Advisors,…81,911$1.68M<0.01%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,986$1.6M<0.01%-23,96113F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC74,316$1.52M0.38%+6,08313F-HRTimeline
Golden Reserve Retirement LLC70,864$1.45M0.23%+19,27913F-HRTimeline
MML INVESTORS SERVICES, LLC65,662$1.34M<0.01%+20,32113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,373$1.19M<0.01%-51,99913F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC55,821$1.14M0.08%+15,73713F-HRTimeline
Atria Investments, Inc53,015$1.09M0.01%-82,36113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC48,621$995K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC48,559$994K<0.01%+13,13813F-HRTimeline
HUB Investment Partners, LLC45,470$931K0.02%+8,46013F-HRTimeline
Farther Finance Advisors, LLC42,340$867K0.01%+92413F-HRTimeline
River Wealth Advisors LLC42,010$860K0.09%+12213F-HR/ATimeline
CFG Wealth Management Services, Inc.37,440$768K0.72%013F-HRTimeline
Asset Dedication, LLC36,721$752K0.05%+27,99013F-HRTimeline
J.W. COLE ADVISORS, INC.33,491$686K0.01%new13F-HRTimeline
Opulen Financial Group LLC31,810$651K0.41%+4,83613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…31,739$650K0.01%new13F-HRTimelineGroup
DAVIS R M INC30,261$619K0.01%+13,38713F-HRTimeline
Independence Bank of Kentucky29,023$594K0.07%+11,47813F-HRTimeline
NorthAvenue LLC28,890$591K0.42%+20,95113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,000$512K<0.01%new13F-HRTimelineGroup
Hobbs Group Advisors, LLC19,721$404K0.11%+24513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,283$374K<0.01%+2,16713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,084$370K<0.01%+33813F-HRTimelineGroup
Addison Advisors LLC16,316$334K0.16%+13,43513F-HRTimeline
YANKCOM Partnership16,076$329K0.12%+2,66613F-HRTimeline
Redmond Asset Management, LLC15,104$309K0.08%+3,84313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,354$273K<0.01%+3,81113F-HRTimelineGroup
UBS Group AGin group UBS Group AG13,336$273K<0.01%+2,82113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,234$271K0.02%013F-HRTimeline
Legacy Wealth Partners, LLC12,977$266K0.06%-3,30813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC12,500$256K0.03%+90013F-HRTimeline
MAI Capital Management12,068$247K<0.01%+5,29113F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,602$237K0.02%013F-HRTimeline
Vestmark Advisory Solutions, Inc.11,286$231K<0.01%new13F-HRTimeline
Davis Capital Management9,147$187K0.11%+2,37813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,874$120K<0.01%new13F-HRTimelineGroup
Marquette Asset Management, LLC4,735$96.9K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,643$54K<0.01%013F-HRTimelineGroup
IMA Advisory Services, Inc.1,500$30.7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,063$21.8K<0.01%new13F-HRTimeline
Smithfield Trust Co1,017$21K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp502$10.3K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…450$9.21K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…255$5.22K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC231$4.73K<0.01%new13F-HRTimelineGroup
Key Financial Inc100$2.05K<0.01%013F-HRTimeline