INVESCO BULLETSHARES 2027 CO (BSCR) Institutional Shareholders
INVESCO BULLETSHARES 2027 CO (BSCR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.86B in BSCR holdings during the latest filing period.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of BSCR tracked by InsiderSet, reporting ownership valued at approximately $1.40B in its March 31, 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 $1.39B, representing an estimated loss of -0.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed BSCR value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Morgan Stanley, Ubs Group Ag, 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
$3.86B
Largest Holder
Lido Advisors, Llc
Largest Position
$1.40B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 5.49% | 70,691,925 | $1,400,120,348 | $1,386,622,109 | -$13,498,239 | -0.96% | |
| Morgan Stanley | 0.01% | 10,310,732 | $202,348,125 | $202,245,008 | -$103,117 | -0.05% | |
| Ubs Group Ag | 0.03% | 8,230,609 | $161,525,702 | $161,443,396 | -$82,306 | -0.05% | |
| Wells Fargo & Company/Mn | 0.03% | 7,284,086 | $142,950,181 | $142,877,347 | -$72,834 | -0.05% | |
| Lpl Financial Llc | 0.04% | 7,170,992 | $140,730,707 | $140,659,008 | -$71,699 | -0.05% | |
| Raymond James Financial Inc | 0.04% | 6,036,134 | $118,459,145 | $118,398,768 | -$60,377 | -0.05% | |
| Bank Of America Corp | 0.01% | 5,588,500 | $109,674,314 | $109,618,427 | -$55,887 | -0.05% | |
| Invesco Ltd. | 0.01% | 3,693,513 | $72,485,195 | $72,448,257 | -$36,938 | -0.05% | |
| Mai Capital Management | 0.34% | 3,055,562 | $59,965,415 | $59,934,849 | -$30,566 | -0.05% | |
| Hills Bank & Trust Co | 2.51% | 2,649,128 | $51,989,144 | $51,962,646 | -$26,498 | -0.05% | |
| Royal Bank Of Canada | 0.01% | 2,390,339 | $46,909,000 | $46,886,499 | -$22,501 | -0.05% | |
| Avior Wealth Management, Llc | 1.12% | 2,165,477 | $42,475,828 | $42,475,831 | +$3 | +0.00% | |
| Sns Financial Group, Llc | 3.24% | 1,914,503 | $37,572,124 | $37,552,976 | -$19,148 | -0.05% | |
| Mml Investors Services, Llc | 0.10% | 1,808,289 | $35,487,669 | $35,469,589 | -$18,080 | -0.05% | |
| Davis R M Inc | 0.60% | 1,725,794 | $33,868,703 | $33,851,449 | -$17,254 | -0.05% | |
| Brookstone Capital Management | 0.28% | 1,430,128 | $28,051,978 | $28,051,961 | -$17 | -0.00% | |
| Moneco Advisors, Llc | 2.09% | 1,370,872 | $26,903,368 | $26,889,654 | -$13,714 | -0.05% | |
| Tlwm | 4.30% | 1,348,131 | $26,443,542 | $26,443,590 | +$48 | +0.00% | |
| Osaic Holdings, Inc. | 0.04% | 1,311,492 | $25,748,250 | $25,724,916 | -$23,334 | -0.09% | |
| Clark Asset Management, Llc | 2.01% | 1,307,608 | $25,648,733 | $25,648,731 | -$2 | -0.00% | |
| Anchor Investment Management, Llc | 2.01% | 1,229,743 | $24,133,708 | $24,121,409 | -$12,299 | -0.05% | |
| Kestra Advisory Services, Llc | 0.08% | 1,207,482 | $23,684,760 | $23,684,759 | -$1 | -0.00% | |
| Atlantic Union Bankshares Corp | 0.45% | 1,185,495 | $23,265,342 | $23,253,484 | -$11,858 | -0.05% | |
| Stifel Financial Corp | 0.02% | 1,180,122 | $23,159,978 | $23,148,093 | -$11,885 | -0.05% | |
| Envestnet Asset Management Inc | 0.01% | 1,167,849 | $22,907,356 | $22,907,358 | +$2 | +0.00% | |
| Ameriprise Financial Inc | 0.00% | 1,065,504 | $20,899,089 | $20,899,861 | +$772 | +0.00% | |
| Captrust Financial Advisors | 0.03% | 999,758 | $19,620,142 | $19,610,253 | -$9,889 | -0.05% | |
| Baird Financial Group, Inc. | 0.03% | 942,629 | $18,499,094 | $18,489,668 | -$9,426 | -0.05% | |
| Cornerstone Wealth Management, Llc | 0.74% | 881,984 | $17,300,119 | $17,300,116 | -$3 | -0.00% | |
| Asset Dedication, Llc | 1.05% | 852,276 | $16,717,393 | $16,717,394 | +$1 | +0.00% | |
| Independent Advisor Alliance | 0.18% | 838,926 | $16,463,980 | $16,455,533 | -$8,447 | -0.05% | |
| Financial Solutions Advisory Group, Inc. | 2.06% | 828,687 | $16,271,272 | $16,254,696 | -$16,576 | -0.10% | |
| Cetera Investment Advisers | 0.02% | 803,989 | $15,778,286 | $15,770,244 | -$8,042 | -0.05% | |
| Old Second National Bank Of Aurora | 2.85% | 771,905 | $15,140,919 | $15,140,917 | -$2 | -0.00% | |
| Kirr Marbach & Co Llc | 2.49% | 755,049 | $14,810,287 | $14,810,286 | -$1 | -0.00% | |
| Focus Partners Wealth | 0.01% | 677,778 | $13,301,412 | $13,294,615 | -$6,797 | -0.05% | |
| Wlth Capital Management, Llc | 8.20% | 652,354 | $12,795,920 | $12,795,924 | +$4 | +0.00% | |
| Goepper Burkhardt Llc | 4.20% | 640,877 | $12,577,211 | $12,570,802 | -$6,409 | -0.05% | |
| Truist Financial Corp | 0.01% | 611,334 | $11,991,316 | $11,991,316 | +$0 | +0.00% | |
| Kestra Private Wealth Services, Llc | 0.13% | 602,549 | $11,818,999 | $11,818,999 | -$0 | -0.00% | |
| Sanctuary Advisors, Llc | 0.06% | 591,655 | $11,611,238 | $11,605,313 | -$5,925 | -0.05% | |
| Cookson Peirce & Co Inc | 0.37% | 570,678 | $11,193,841 | $11,193,849 | +$8 | +0.00% | |
| Legacy Financial Group Llc | 1.25% | 567,953 | $11,140,395 | $11,140,398 | +$3 | +0.00% | |
| Aa Financial Advisors, Llc | 1.34% | 566,702 | $11,115,859 | $11,115,860 | +$1 | +0.00% | |
| Straight Path Wealth Management | 2.55% | 556,563 | $10,916,974 | $10,916,983 | +$9 | +0.00% | |
| Ledgewood Wealth Advisors, Llc | 5.72% | 549,634 | $10,781,077 | $10,781,071 | -$6 | -0.00% | |
| Central Valley Advisors, Llc | 2.76% | 548,206 | $10,753,058 | $10,753,061 | +$3 | +0.00% | |
| Kickstand Ventures, Llc. | 1.94% | 544,302 | $10,676,484 | $10,676,484 | -$0 | -0.00% | |
| Jones Financial Companies Lllp | 0.01% | 534,314 | $10,464,536 | $10,480,569 | +$16,033 | +0.15% | |
| Legacy Private Trust Co. | 0.57% | 521,529 | $10,229,792 | $10,229,791 | -$1 | -0.00% |
Frequently asked questions about BSCR
Who owns the most BSCR stock?
The largest holders of BSCR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO BULLETSHARES 2027 CO (BSCR).
Is BSCR widely held by superinvestors?
Many widely followed stocks like BSCR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSCR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.