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Disclosery

BSCZ INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

48 managers (48 13F filers) reported a position in BSCZ shares at 2025-12-31, 4,341,915 shares in all. 29 filers opened a position and 1 filer sold out during the quarter.

Managers
48
13F filers
48
New
29
Added
14
Reduced
2
Sold out
1
Shares held by filers
4,341,915

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
Invesco Ltd.in group Invesco Ltd.828,971$17.3M<0.01%new13F-HRTimelineGroup
COOKSON PEIRCE & CO INC537,257$11.2M0.46%new13F-HRTimeline
Carolina Wealth Advisors, LLC293,764$6.11M2.72%-3,28013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO241,435$5.02M<0.01%new13F-HRTimelineGroup
BCS Wealth Management231,368$4.81M0.49%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC152,657$3.18M0.96%+103,50913F-HRTimeline
Sanctuary Advisors, LLC141,206$2.94M0.02%new13F-HRTimeline
Atria Investments, Inc139,256$2.9M0.03%new13F-HRTimeline
LPL Financial LLC127,253$2.65M<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…121,203$2.52M<0.01%new13F-HRTimelineGroup
LeClair Wealth Partners LLC112,532$2.34M1.36%new13F-HRTimeline
Clark Asset Management, LLC101,610$2.11M0.22%+52,10213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC99,493$2.07M<0.01%+48,37113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,103$1.9M<0.01%+83,07813F-HRTimelineGroup
Ellevest, Inc.89,327$1.86M0.26%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.78,017$1.62M0.01%new13F-HRTimelineGroup
Infinity Wealth Counsel, LLC74,420$1.55M1.41%+55,22013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,406$1.49M<0.01%new13F-HRTimelineGroup
Carroll Advisory Group, LLC69,781$1.45M0.63%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…69,245$1.44M0.02%+37,63513F-HRTimelineGroup
FLOW TRADERS U.S. LLC68,288$1.42M0.05%new13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC62,299$1.3M0.35%+45,78113F-HRTimeline
Cetera Investment Advisers60,403$1.26M<0.01%+49,13313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,010$1.1M<0.01%-23,75113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC50,084$1.04M<0.01%new13F-HRTimeline
HighTower Advisors, LLC33,995$707K<0.01%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC33,209$691K0.05%+7,48813F-HRTimeline
MONECO ADVISORS, LLC32,848$684K0.05%new13F-HRTimeline
HUB Investment Partners, LLC32,745$681K0.02%new13F-HRTimeline
Ledgewood Wealth Advisors, LLC30,137$627K0.36%new13F-HRTimeline
CFG Wealth Management Services, Inc.27,700$576K0.53%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,735$494K<0.01%new13F-HRTimelineGroup
Golden Reserve Retirement LLC21,862$455K0.08%new13F-HRTimeline
Hobbs Group Advisors, LLC19,277$401K0.12%+19513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,823$350K<0.01%new13F-HRTimelineGroup
Legacy Wealth Partners, LLC15,950$332K0.09%13F-HRTimeline
DAVIS R M INC14,566$303K0.01%new13F-HRTimeline
YANKCOM Partnership12,934$269K0.11%+7,89013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,004$250K0.02%new13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC11,600$241K0.03%new13F-HRTimeline
River Wealth Advisors LLC9,778$203K0.02%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,207$192K0.02%new13F-HRTimeline
MAI Capital Management6,118$127K<0.01%+6,02113F-HRTimeline
Marquette Asset Management, LLC4,355$90.6K0.01%+3,63613F-HRTimeline
Davis Capital Management4,230$88K0.06%+2,04313F-HRTimeline
Global Wealth Strategies & Associates1,335$27.8K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,102$22.9K<0.01%new13F-HR/ATimelineGroup
Smithfield Trust Co1,017$21K<0.01%new13F-HRTimeline