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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +734 | +5.3% | 14,543 | $375.37K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +16,747 | +4.4% | 395,164 | $10.20M | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +43,326 | +12.9% | 377,986 | $9.76M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +165,411 | — | 165,411 | $4.27M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +106,062 | +71.0% | 255,425 | $6.59M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +40,773 | +35.9% | 154,350 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +28,922 | +26.2% | 139,278 | $3.59M | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +25,352 | — | 25,352 | $654.37K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +16,897 | +12.1% | 156,880 | $4.05M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +12,404 | +21.4% | 70,474 | $1.82M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +8,453 | +37.6% | 30,907 | $798.00K | Q2 2026 | Aug 14, 2026 |
| Axim Planning & Wealth | Sell | -573 | -2.1% | 26,541 | $685.05K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +19 | +0.7% | 2,712 | $69.99K | Q2 2026 | Aug 14, 2026 |
| Bitterroot Capital Advisors Llc | Buy | +16 | +1.7% | 970 | $25.05K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +52,051 | +30.1% | 225,239 | $5.81M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +20,943 | +10.4% | 222,549 | $5.74M | Q2 2026 | Aug 13, 2026 |
| Ark Wealth Advisors Llc | Sell | -794 | -3.3% | 23,497 | $606.48K | Q2 2026 | Aug 13, 2026 |
| Topsail Wealth Management, Llc | Buy | +615 | +4.3% | 14,762 | $381.02K | Q2 2026 | Aug 13, 2026 |
| Altrius Capital Management Inc | Buy | +407 | +0.7% | 60,133 | $1.55M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +272 | +1.1% | 25,645 | $661.92K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +60,156 | — | 60,156 | $1.55M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +43,963 | +25.4% | 217,271 | $5.61M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +485 | +0.6% | 78,538 | $2.03M | Q2 2026 | Aug 12, 2026 |
| Vestgen Advisors, Llc | Buy | +2,118 | +12.0% | 19,806 | $511.21K | Q2 2026 | Aug 11, 2026 |
| Advisory Alpha, Llc | Buy | +1,586 | +1.1% | 148,157 | $3.82M | Q2 2026 | Aug 11, 2026 |
| Alaska Wealth Advisors, Llc | Buy | +259 | +1.7% | 15,072 | $389.02K | Q2 2026 | Aug 11, 2026 |
| Tudor Financial Inc. | Buy | +26,723 | — | 26,723 | $689.74K | Q2 2026 | Aug 10, 2026 |
| Lbmc Investment Advisors, Llc | Buy | +37 | +0.0% | 91,126 | $2.35M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +413,363 | +66.2% | 1,037,638 | $26.78M | Q2 2026 | Aug 07, 2026 |
| Gpm Growth Investors, Inc. | Buy | +33,944 | +15.6% | 251,932 | $6.50M | Q2 2026 | Aug 07, 2026 |
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.