BSCR Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2027 CO (BSCR) is currently held by 397 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.64B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of BSCR tracked by InsiderSet, reporting ownership valued at approximately $1.10B in its September 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 $1.10B, representing an estimated gain of +0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed BSCR value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2027 CO (BSCR).
This page ranks the largest institutional BSCR 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
397
Total Reported Value
$3.64B
Largest Holder
Lido Advisors, Llc
Largest Position
$1.10B
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 3.58% | 56,165,650 | $1,097,757,678 | $1,099,723,427 | +$1,965,749 | +0.18% | |
| Morgan Stanley | 0.01% | 10,263,779 | $201,324,033 | $200,964,793 | -$359,240 | -0.18% | |
| Lpl Financial Llc | 0.03% | 7,767,818 | $151,821,975 | $152,093,876 | +$271,901 | +0.18% | |
| Ubs Group Ag | 0.02% | 7,688,698 | $150,813,811 | $150,544,707 | -$269,104 | -0.18% | |
| Wells Fargo & Company/Mn | 0.02% | 7,083,981 | $138,952,287 | $138,704,348 | -$247,939 | -0.18% | |
| Raymond James Financial Inc | 0.03% | 6,235,176 | $122,302,983 | $122,084,746 | -$218,237 | -0.18% | |
| Bank Of America Corp | 0.01% | 5,750,292 | $112,791,986 | $112,590,717 | -$201,269 | -0.18% | |
| Invesco Ltd. | 0.01% | 4,001,961 | $78,498,467 | $78,358,396 | -$140,071 | -0.18% | |
| Mai Capital Management | 0.24% | 3,152,593 | $61,838,111 | $61,727,771 | -$110,340 | -0.18% | |
| Sns Financial Group, Llc | 1.02% | 2,704,348 | $53,045,786 | $52,951,134 | -$94,652 | -0.18% | |
| Hills Bank & Trust Co | 2.51% | 2,649,128 | $51,989,144 | $51,869,926 | -$119,218 | -0.23% | |
| Royal Bank Of Canada | 0.01% | 2,619,846 | $51,389,000 | $51,296,585 | -$92,415 | -0.18% | |
| Mml Investors Services, Llc | 0.09% | 2,188,800 | $42,933,318 | $42,856,704 | -$76,614 | -0.18% | |
| Avior Wealth Management, Llc | 0.96% | 1,869,534 | $36,540,051 | $36,605,476 | +$65,425 | +0.18% | |
| Davis R M Inc | 0.56% | 1,794,655 | $35,202,171 | $35,139,345 | -$62,826 | -0.18% | |
| Osaic Holdings, Inc. | 0.04% | 1,603,181 | $31,458,090 | $31,390,284 | -$67,806 | -0.22% | |
| Moneco Advisors, Llc | 1.81% | 1,588,878 | $31,054,617 | $31,110,231 | +$55,614 | +0.18% | |
| Clark Asset Management, Llc | 2.19% | 1,525,560 | $29,817,076 | $29,870,465 | +$53,389 | +0.18% | |
| Tlwm | 4.61% | 1,480,882 | $28,943,796 | $28,995,670 | +$51,874 | +0.18% | |
| Atlantic Union Bankshares Corp | 0.46% | 1,416,854 | $27,791,595 | $27,742,001 | -$49,594 | -0.18% | |
| Brookstone Capital Management | 0.27% | 1,416,739 | $27,690,166 | $27,739,750 | +$49,584 | +0.18% | |
| Anchor Investment Management, Llc | 1.89% | 1,282,426 | $25,154,790 | $25,109,901 | -$44,889 | -0.18% | |
| Baird Financial Group, Inc. | 0.03% | 1,209,315 | $23,720,714 | $23,678,388 | -$42,326 | -0.18% | |
| Kestra Advisory Services, Llc | 0.07% | 1,200,351 | $23,460,859 | $23,502,873 | +$42,014 | +0.18% | |
| Stifel Financial Corp | 0.02% | 1,181,763 | $23,180,250 | $23,138,920 | -$41,330 | -0.18% | |
| Ameriprise Financial Inc | 0.00% | 1,180,862 | $23,146,937 | $23,121,278 | -$25,659 | -0.11% | |
| Envestnet Asset Management Inc | 0.01% | 1,167,849 | $22,907,356 | $22,866,483 | -$40,873 | -0.18% | |
| Cetera Investment Advisers | 0.02% | 1,093,397 | $21,446,967 | $21,408,713 | -$38,254 | -0.18% | |
| Cornerstone Wealth Management, Llc | 0.76% | 926,780 | $18,113,934 | $18,146,352 | +$32,418 | +0.18% | |
| Asset Dedication, Llc | 1.07% | 887,722 | $17,350,518 | $17,381,597 | +$31,079 | +0.18% | |
| Kestra Private Wealth Services, Llc | 0.18% | 867,757 | $16,960,311 | $16,990,682 | +$30,371 | +0.18% | |
| Financial Solutions Advisory Group, Inc. | 2.04% | 820,071 | $16,081,594 | $16,056,990 | -$24,604 | -0.15% | |
| Arax Advisory Partners | 0.11% | 816,899 | $16,023,476 | $15,994,882 | -$28,594 | -0.18% | |
| Captrust Financial Advisors | 0.02% | 783,227 | $15,363,004 | $15,335,585 | -$27,419 | -0.18% | |
| Kirr Marbach & Co Llc | 2.86% | 774,355 | $15,134,769 | $15,161,871 | +$27,102 | +0.18% | |
| Prospera Financial Services Inc | 0.19% | 736,485 | $14,405,667 | $14,420,376 | +$14,709 | +0.10% | |
| Old Second National Bank Of Aurora | 2.88% | 737,031 | $14,405,273 | $14,431,067 | +$25,794 | +0.18% | |
| Jones Financial Companies Lllp | 0.01% | 699,006 | $13,710,998 | $13,686,537 | -$24,461 | -0.18% | |
| Newedge Advisors, Llc | 0.04% | 689,176 | $13,518,198 | $13,494,066 | -$24,132 | -0.18% | |
| Janney Montgomery Scott Llc | 0.03% | 688,848 | $13,512,000 | $13,487,644 | -$24,356 | -0.18% | |
| Goepper Burkhardt Llc | 3.97% | 673,502 | $13,210,742 | $13,187,169 | -$23,573 | -0.18% | |
| Truist Financial Corp | 0.01% | 641,748 | $12,542,955 | $12,565,426 | +$22,471 | +0.18% | |
| Straight Path Wealth Management | 2.55% | 586,540 | $11,463,926 | $11,484,453 | +$20,527 | +0.18% | |
| Cookson Peirce & Co Inc | 0.41% | 583,370 | $11,401,957 | $11,422,385 | +$20,428 | +0.18% | |
| Legacy Financial Group Llc | 1.25% | 567,953 | $11,140,395 | $11,120,520 | -$19,875 | -0.18% | |
| Central Valley Advisors, Llc | 2.96% | 563,521 | $11,014,020 | $11,033,741 | +$19,721 | +0.18% | |
| Ledgewood Wealth Advisors, Llc | 6.06% | 562,979 | $11,003,432 | $11,023,129 | +$19,697 | +0.18% | |
| Aa Financial Advisors, Llc | 1.29% | 554,764 | $10,842,869 | $10,862,279 | +$19,410 | +0.18% | |
| Legacy Private Trust Co. | 0.60% | 554,202 | $10,831,878 | $10,851,275 | +$19,397 | +0.18% | |
| Kickstand Ventures, Llc. | 1.94% | 544,302 | $10,676,484 | $10,657,433 | -$19,051 | -0.18% |
Frequently asked questions about BSCR
Who are the largest institutional holders of BSCR?
The largest institutional holders of BSCR reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Morgan Stanley, Lpl Financial Llc, Ubs Group Ag, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported BSCR position.
What is BSCR institutional ownership?
This page tracks BSCR positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2027 CO (BSCR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSCR?
InsiderSet currently tracks 397 institutional managers reporting BSCR 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 BSCR shareholders.
How much BSCR stock do institutions own?
Institutional investment managers disclosed approximately $3.64B in BSCR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSCR institutional ownership last updated?
The latest BSCR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 BSCR 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 BSCR position after the reporting date.
Are institutions buying or selling BSCR?
Institutional buying and selling can be analyzed by comparing BSCR positions across consecutive 13F reporting periods. InsiderSet's BSCR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSCR ownership changes.
How has BSCR institutional ownership changed over time?
InsiderSet tracks BSCR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.