INVSC BULLETSHARES 2030 HYLD (BSJU) Institutional Ownership Changes & 13F Activity

INVSC BULLETSHARES 2030 HYLD (BSJU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Ameriprise Financial Inc, Osaic Holdings, Inc., Newedge Advisors, Llc, and Steward Partners Investment Advisory, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+734+5.3%14,543$375.37KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+16,747+4.4%395,164$10.20MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+43,326+12.9%377,986$9.76MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+165,411165,411$4.27MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+106,062+71.0%255,425$6.59MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+40,773+35.9%154,350$3.98MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+28,922+26.2%139,278$3.59MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+25,35225,352$654.37KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+16,897+12.1%156,880$4.05MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+12,404+21.4%70,474$1.82MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+8,453+37.6%30,907$798.00KQ2 2026Aug 14, 2026
Axim Planning & WealthSell-573-2.1%26,541$685.05KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+19+0.7%2,712$69.99KQ2 2026Aug 14, 2026
Bitterroot Capital Advisors LlcBuy+16+1.7%970$25.05KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+52,051+30.1%225,239$5.81MQ2 2026Aug 13, 2026
Morgan StanleyBuy+20,943+10.4%222,549$5.74MQ2 2026Aug 13, 2026
Ark Wealth Advisors LlcSell-794-3.3%23,497$606.48KQ2 2026Aug 13, 2026
Topsail Wealth Management, LlcBuy+615+4.3%14,762$381.02KQ2 2026Aug 13, 2026
Altrius Capital Management IncBuy+407+0.7%60,133$1.55MQ2 2026Aug 13, 2026
Ubs Group AgBuy+272+1.1%25,645$661.92KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+60,15660,156$1.55MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+43,963+25.4%217,271$5.61MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+485+0.6%78,538$2.03MQ2 2026Aug 12, 2026
Vestgen Advisors, LlcBuy+2,118+12.0%19,806$511.21KQ2 2026Aug 11, 2026
Advisory Alpha, LlcBuy+1,586+1.1%148,157$3.82MQ2 2026Aug 11, 2026
Alaska Wealth Advisors, LlcBuy+259+1.7%15,072$389.02KQ2 2026Aug 11, 2026
Tudor Financial Inc.Buy+26,72326,723$689.74KQ2 2026Aug 10, 2026
Lbmc Investment Advisors, LlcBuy+37+0.0%91,126$2.35MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+413,363+66.2%1,037,638$26.78MQ2 2026Aug 07, 2026
Gpm Growth Investors, Inc.Buy+33,944+15.6%251,932$6.50MQ2 2026Aug 07, 2026
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Frequently asked questions about BSJU activity

  • Which institutional owners are buying BSJU?

    Institutional owners buying BSJU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BSJU activity?

    "Buy" means an investor increased their reported position in BSJU compared to the prior reporting period. This reflects growing exposure to INVSC BULLETSHARES 2030 HYLD (BSJU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSJU increasing?

    Institutional interest in BSJU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.