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Disclosery

BSCZ INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

63 managers (63 13F filers) reported a position in BSCZ shares at 2026-03-31, 7,205,008 shares in all. 18 filers opened a position and 3 filers sold out during the quarter.

Managers
63
13F filers
63
New
18
Added
37
Reduced
6
Sold out
3
Shares held by filers
7,205,008

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC1,971,715$40.5M0.01%+1,872,22213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.891,218$18.3M<0.01%+62,24713F-HRTimelineGroup
COOKSON PEIRCE & CO INC536,065$11M0.47%-1,19213F-HRTimeline
LPL Financial LLC381,734$7.83M<0.01%+254,48113F-HRTimeline
Carolina Wealth Advisors, LLC287,691$5.9M2.46%-6,07313F-HRTimeline
GILL CAPITAL PARTNERS, LLC198,853$4.08M1.17%+46,19613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…165,848$3.4M0.04%+96,60313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC153,760$3.16M<0.01%new13F-HRTimelineGroup
Carroll Advisory Group, LLC146,646$3.01M1.17%+76,86513F-HRTimeline
Sanctuary Advisors, LLC142,737$2.93M0.02%+1,53113F-HRTimeline
Clark Asset Management, LLC138,342$2.84M0.27%+36,73213F-HRTimeline
Atria Investments, Inc135,376$2.78M0.03%-3,88013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP131,187$2.66M<0.01%new13F-HRTimelineGroup
BCS Wealth Management121,711$2.5M0.51%-109,65713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA119,591$2.45M<0.01%+28,48813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.115,342$2.37M0.02%+37,32513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC115,057$2.36M<0.01%+43,65113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC110,372$2.26M<0.01%+57,36213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…101,947$2.09M<0.01%-19,25613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY92,719$1.9M<0.01%+91,61713F-HRTimelineGroup
Ellevest, Inc.89,668$1.84M0.26%+34113F-HRTimeline
Infinity Wealth Counsel, LLC77,370$1.59M1.46%+2,95013F-HRTimeline
Cetera Investment Advisers75,780$1.56M<0.01%+15,37713F-HRTimeline
MONECO ADVISORS, LLC70,144$1.44M0.11%+37,29613F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC68,233$1.4M0.37%+5,93413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,897$1.29M<0.01%+39,16213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,970$1.23M<0.01%new13F-HRTimelineGroup
Golden Reserve Retirement LLC51,585$1.06M0.22%+29,72313F-HRTimeline
MML INVESTORS SERVICES, LLC45,341$930K<0.01%-4,74313F-HRTimeline
River Wealth Advisors LLC41,888$860K0.1%+32,11013F-HRTimeline
Farther Finance Advisors, LLC41,416$850K0.01%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC40,084$823K0.07%+6,87513F-HRTimeline
CFG Wealth Management Services, Inc.37,440$768K0.7%+9,74013F-HRTimeline
Ledgewood Wealth Advisors, LLC37,206$763K0.43%+7,06913F-HRTimeline
HUB Investment Partners, LLC37,010$759K0.02%+4,26513F-HRTimeline
HighTower Advisors, LLC35,421$727K<0.01%+1,42613F-HRTimeline
Opulen Financial Group LLC26,974$554K0.39%new13F-HRTimeline
Hobbs Group Advisors, LLC19,476$400K0.12%+19913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,885$367K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,746$364K<0.01%+92313F-HRTimelineGroup
Independence Bank of Kentucky17,545$360K0.05%new13F-HRTimeline
DAVIS R M INC16,874$346K0.01%+2,30813F-HRTimeline
Legacy Wealth Partners, LLC16,285$334K0.08%+33513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,116$331K<0.01%new13F-HRTimeline
YANKCOM Partnership13,410$275K0.11%+47613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,234$272K0.02%+1,23013F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,602$238K0.02%+2,39513F-HR/ATimeline
SAWGRASS ASSET MANAGEMENT LLC11,600$238K0.04%013F-HRTimeline
Redmond Asset Management, LLC11,261$231K0.06%new13F-HRTimeline
UBS Group AGin group UBS Group AG10,515$216K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,543$196K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC8,731$179K0.01%new13F-HRTimeline
NorthAvenue LLC7,939$163K0.13%new13F-HRTimeline
MAI Capital Management6,777$139K<0.01%+65913F-HRTimeline
Davis Capital Management6,769$139K0.09%+2,53913F-HRTimeline
Marquette Asset Management, LLC4,735$97.2K0.01%+38013F-HRTimeline
Addison Advisors LLC2,881$59.1K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,643$54K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC2,076$42.6K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates1,460$30K0.01%+12513F-HRTimeline
Smithfield Trust Co1,017$21K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…450$9.23K<0.01%new13F-HRTimelineGroup
Key Financial Inc100$2.05K<0.01%new13F-HRTimeline