BSCQ Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2026 CO (BSCQ) is currently held by 382 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.88B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of BSCQ tracked by InsiderSet, reporting ownership valued at approximately $938.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $938.65M, representing an estimated loss of -0.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed BSCQ value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2026 CO (BSCQ).
This page ranks the largest institutional BSCQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
382
Total Reported Value
$2.88B
Largest Holder
Lido Advisors, Llc
Largest Position
$938.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 3.35% | 48,086,592 | $938,890,733 | $938,650,276 | -$240,457 | -0.03% | |
| Lpl Financial Llc | 0.03% | 7,448,624 | $145,434,374 | $145,397,140 | -$37,234 | -0.03% | |
| Wells Fargo & Company/Mn | 0.02% | 5,931,128 | $115,805,281 | $115,775,619 | -$29,662 | -0.03% | |
| Morgan Stanley | 0.01% | 5,778,792 | $112,830,914 | $112,802,020 | -$28,894 | -0.03% | |
| Invesco Ltd. | 0.01% | 4,023,401 | $78,556,901 | $78,536,788 | -$20,113 | -0.03% | |
| Bank Of America Corp | 0.00% | 3,816,240 | $74,512,079 | $74,493,005 | -$19,074 | -0.03% | |
| Raymond James Financial Inc | 0.02% | 3,059,524 | $59,737,190 | $59,721,908 | -$15,282 | -0.03% | |
| Hills Bank & Trust Co | 2.76% | 2,922,854 | $57,083,339 | $57,054,110 | -$29,229 | -0.05% | |
| Mml Investors Services, Llc | 0.11% | 2,884,828 | $56,326,260 | $56,311,843 | -$14,417 | -0.03% | |
| St. Louis Financial Planners Asset Management, Llc | 22.50% | 2,763,842 | $54,074,568 | $53,950,196 | -$124,372 | -0.23% | |
| Mai Capital Management | 0.18% | 2,383,193 | $46,531,852 | $46,519,927 | -$11,925 | -0.03% | |
| Tlwm | 5.81% | 1,868,159 | $36,466,444 | $36,466,464 | +$20 | +0.00% | |
| Royal Bank Of Canada | 0.01% | 1,858,451 | $36,286,000 | $36,276,964 | -$9,036 | -0.02% | |
| Osaic Holdings, Inc. | 0.04% | 1,662,989 | $32,482,009 | $32,461,545 | -$20,464 | -0.06% | |
| Sns Financial Group, Llc | 0.60% | 1,611,771 | $31,469,829 | $31,461,770 | -$8,059 | -0.03% | |
| Moneco Advisors, Llc | 1.71% | 1,431,523 | $27,950,483 | $27,943,329 | -$7,154 | -0.03% | |
| Brookstone Capital Management | 0.28% | 1,428,658 | $27,887,411 | $27,887,404 | -$7 | -0.00% | |
| Ubs Group Ag | 0.00% | 1,427,994 | $27,881,583 | $27,874,443 | -$7,140 | -0.03% | |
| Hudson Capital Management Llc | 6.54% | 1,357,555 | $26,499,475 | $26,499,474 | -$1 | -0.00% | |
| Envestnet Asset Management Inc | 0.01% | 1,324,380 | $25,858,515 | $25,851,898 | -$6,617 | -0.03% | |
| Asset Dedication, Llc | 1.61% | 1,313,287 | $25,641,936 | $25,635,362 | -$6,574 | -0.03% | |
| Clark Asset Management, Llc | 1.78% | 1,245,307 | $24,308,385 | $24,308,393 | +$8 | +0.00% | |
| Baird Financial Group, Inc. | 0.03% | 1,115,959 | $21,789,099 | $21,783,520 | -$5,579 | -0.03% | |
| Ameriprise Financial Inc | 0.00% | 1,028,763 | $20,111,531 | $20,081,454 | -$30,077 | -0.15% | |
| Kirr Marbach & Co Llc | 3.49% | 947,721 | $18,499,514 | $18,499,514 | -$0 | -0.00% | |
| Cetera Investment Advisers | 0.02% | 943,686 | $18,425,455 | $18,420,751 | -$4,704 | -0.03% | |
| Thrivent Financial For Lutherans | 0.03% | 862,443 | $16,839,000 | $16,834,887 | -$4,113 | -0.02% | |
| Arax Advisory Partners | 0.10% | 807,564 | $15,767,687 | $15,763,649 | -$4,038 | -0.03% | |
| Cornerstone Wealth Management, Llc | 0.65% | 776,783 | $15,166,683 | $15,162,804 | -$3,879 | -0.03% | |
| Davis R M Inc | 0.23% | 746,432 | $14,574,095 | $14,570,353 | -$3,742 | -0.03% | |
| Kestra Advisory Services, Llc | 0.04% | 744,741 | $14,537,340 | $14,537,344 | +$4 | +0.00% | |
| Commonwealth Equity Services, Llc | 0.02% | 666,863 | $13,017,154 | $13,017,166 | +$12 | +0.00% | |
| Stifel Financial Corp | 0.01% | 651,173 | $12,714,148 | $12,710,897 | -$3,251 | -0.03% | |
| Newedge Advisors, Llc | 0.04% | 644,800 | $12,589,708 | $12,586,496 | -$3,212 | -0.03% | |
| Kestra Private Wealth Services, Llc | 0.13% | 601,465 | $11,740,596 | $11,740,597 | +$1 | +0.00% | |
| Jones Financial Companies Lllp | 0.00% | 596,792 | $11,652,362 | $11,649,380 | -$2,982 | -0.03% | |
| Ifs Advisors, Llc | 3.50% | 594,339 | $11,601,500 | $11,601,497 | -$3 | -0.00% | |
| Goepper Burkhardt Llc | 3.34% | 570,339 | $11,135,869 | $11,133,017 | -$2,852 | -0.03% | |
| Focus Partners Wealth | 0.01% | 558,024 | $10,895,435 | $10,892,628 | -$2,807 | -0.03% | |
| Cvfg Llc | 1.09% | 531,249 | $10,372,650 | $10,369,980 | -$2,670 | -0.03% | |
| Bcs Wealth Management | 1.86% | 529,635 | $10,341,124 | $10,338,475 | -$2,649 | -0.03% | |
| Captrust Financial Advisors | 0.01% | 493,966 | $9,644,684 | $9,642,216 | -$2,468 | -0.03% | |
| Lantz Financial Llc | 1.75% | 493,466 | $9,632,447 | $9,632,456 | +$9 | +0.00% | |
| Evexia Wealth Llc | 2.60% | 492,437 | $9,622,224 | $9,612,370 | -$9,854 | -0.10% | |
| Hengehold Capital Management Llc | 0.73% | 492,519 | $9,613,962 | $9,613,971 | +$9 | +0.00% | |
| Sanctuary Advisors, Llc | 0.04% | 487,530 | $9,519,030 | $9,516,586 | -$2,444 | -0.03% | |
| Straight Path Wealth Management | 2.12% | 486,919 | $9,504,653 | $9,504,659 | +$6 | +0.00% | |
| Sound Stewardship, Llc | 3.50% | 440,723 | $8,602,914 | $8,602,913 | -$1 | -0.00% | |
| Benjamin Edwards Inc | 0.08% | 426,163 | $8,320,720 | $8,318,702 | -$2,018 | -0.02% | |
| Krilogy Financial Llc | 0.22% | 419,371 | $8,196,620 | $8,186,122 | -$10,498 | -0.13% |
Frequently asked questions about BSCQ
Who are the largest institutional holders of BSCQ?
The largest institutional holders of BSCQ reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Lpl Financial Llc, Wells Fargo & Company/Mn, Morgan Stanley, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported BSCQ position.
What is BSCQ institutional ownership?
This page tracks BSCQ positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2026 CO (BSCQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSCQ?
InsiderSet currently tracks 382 institutional managers reporting BSCQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BSCQ shareholders.
How much BSCQ stock do institutions own?
Institutional investment managers disclosed approximately $2.88B in BSCQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSCQ institutional ownership last updated?
The latest BSCQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BSCQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BSCQ position after the reporting date.
Are institutions buying or selling BSCQ?
Institutional buying and selling can be analyzed by comparing BSCQ positions across consecutive 13F reporting periods. InsiderSet's BSCQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSCQ ownership changes.
How has BSCQ institutional ownership changed over time?
InsiderSet tracks BSCQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.