BSCS Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2028 (BSCS) is currently held by 397 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.82B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of BSCS tracked by InsiderSet, reporting ownership valued at approximately $192.67M 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 $191.06M, representing an estimated loss of -0.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed BSCS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2028 (BSCS).
This page ranks the largest institutional BSCS 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
$2.82B
Largest Holder
Morgan Stanley
Largest Position
$192.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 9,460,935 | $192,671,979 | $191,063,582 | -$1,608,397 | -0.83% | |
| Lpl Financial Llc | 0.04% | 8,069,411 | $164,333,533 | $162,961,755 | -$1,371,778 | -0.83% | |
| Wells Fargo & Company/Mn | 0.03% | 7,710,697 | $157,028,336 | $155,717,526 | -$1,310,810 | -0.83% | |
| Raymond James Financial Inc | 0.04% | 6,639,357 | $135,210,491 | $134,081,815 | -$1,128,676 | -0.83% | |
| Ubs Group Ag | 0.02% | 4,710,692 | $95,933,235 | $95,132,425 | -$800,810 | -0.83% | |
| Bank Of America Corp | 0.01% | 4,671,665 | $95,138,459 | $94,344,275 | -$794,184 | -0.83% | |
| Waverly Advisors, Llc | 0.55% | 4,637,273 | $94,438,063 | $93,649,728 | -$788,335 | -0.83% | |
| Lido Advisors, Llc | 0.33% | 4,562,494 | $92,915,200 | $92,139,566 | -$775,634 | -0.83% | |
| Truwealth Advisors, Llc | 4.46% | 4,542,994 | $92,781,501 | $91,745,764 | -$1,035,737 | -1.12% | |
| Invesco Ltd. | 0.01% | 3,829,782 | $77,993,511 | $77,342,447 | -$651,064 | -0.83% | |
| Clearstead Advisors, Llc | 0.63% | 3,274,980 | $66,694,964 | $66,138,221 | -$556,743 | -0.83% | |
| Hills Bank & Trust Co | 2.45% | 2,480,768 | $50,664,726 | $50,099,110 | -$565,616 | -1.12% | |
| Mai Capital Management | 0.19% | 2,471,417 | $50,330,399 | $49,910,266 | -$420,133 | -0.83% | |
| Sns Financial Group, Llc | 0.96% | 2,456,108 | $50,018,639 | $49,601,101 | -$417,538 | -0.83% | |
| Fusion Family Wealth, Llc | 3.21% | 2,403,112 | $48,362,636 | $48,530,847 | +$168,211 | +0.35% | |
| Royal Bank Of Canada | 0.01% | 2,284,717 | $46,528,000 | $46,139,860 | -$388,140 | -0.83% | |
| Tlwm | 5.66% | 1,765,162 | $35,523,903 | $35,647,447 | +$123,544 | +0.35% | |
| Clark Asset Management, Llc | 2.13% | 1,444,441 | $29,069,373 | $29,170,486 | +$101,113 | +0.35% | |
| Mml Investors Services, Llc | 0.06% | 1,421,907 | $28,957,140 | $28,715,412 | -$241,728 | -0.83% | |
| Davis R M Inc | 0.45% | 1,393,100 | $28,370,479 | $28,133,655 | -$236,825 | -0.83% | |
| Moneco Advisors, Llc | 1.70% | 1,362,707 | $27,751,532 | $27,519,868 | -$231,664 | -0.83% | |
| Brookstone Capital Management | 0.27% | 1,338,987 | $26,947,119 | $27,040,842 | +$93,723 | +0.35% | |
| Envestnet Asset Management Inc | 0.01% | 1,295,020 | $26,373,075 | $26,152,929 | -$220,146 | -0.83% | |
| Anchor Investment Management, Llc | 1.89% | 1,236,417 | $25,179,638 | $24,969,441 | -$210,197 | -0.83% | |
| Osaic Holdings, Inc. | 0.03% | 1,217,927 | $24,812,450 | $24,596,036 | -$216,414 | -0.87% | |
| Baird Financial Group, Inc. | 0.03% | 1,153,697 | $23,495,039 | $23,298,911 | -$196,128 | -0.83% | |
| Stifel Financial Corp | 0.02% | 1,139,715 | $23,210,361 | $23,016,544 | -$193,817 | -0.84% | |
| Kestra Advisory Services, Llc | 0.06% | 999,084 | $20,106,566 | $20,176,501 | +$69,935 | +0.35% | |
| Legacy Financial Group Llc | 2.16% | 942,654 | $19,197,146 | $19,036,898 | -$160,248 | -0.83% | |
| Captrust Financial Advisors | 0.03% | 926,463 | $18,867,413 | $18,709,920 | -$157,493 | -0.83% | |
| Ameriprise Financial Inc | 0.00% | 903,577 | $18,381,693 | $18,247,738 | -$133,955 | -0.73% | |
| &Partners | 0.07% | 873,094 | $17,780,553 | $17,632,133 | -$148,420 | -0.83% | |
| Cornerstone Wealth Management, Llc | 0.76% | 866,541 | $17,647,103 | $17,499,795 | -$147,308 | -0.83% | |
| Asset Dedication, Llc | 1.03% | 829,325 | $16,690,159 | $16,748,218 | +$58,059 | +0.35% | |
| Shufro Rose & Co Llc | 0.94% | 803,966 | $16,372,769 | $16,236,093 | -$136,676 | -0.83% | |
| Jones Financial Companies Lllp | 0.01% | 773,478 | $15,751,885 | $15,620,388 | -$131,497 | -0.83% | |
| Arax Advisory Partners | 0.10% | 765,181 | $15,582,910 | $15,452,830 | -$130,080 | -0.83% | |
| Atlantic Union Bankshares Corp | 0.26% | 765,033 | $15,579,900 | $15,449,841 | -$130,059 | -0.83% | |
| Rothschild Wealth Llc | 1.16% | 716,175 | $14,584,905 | $14,463,154 | -$121,751 | -0.83% | |
| Cetera Investment Advisers | 0.01% | 688,309 | $14,017,424 | $13,900,400 | -$117,024 | -0.83% | |
| Kestra Private Wealth Services, Llc | 0.15% | 693,152 | $13,949,690 | $13,998,205 | +$48,515 | +0.35% | |
| Goepper Burkhardt Llc | 4.08% | 666,697 | $13,577,284 | $13,463,946 | -$113,338 | -0.83% | |
| Kirr Marbach & Co Llc | 2.54% | 669,038 | $13,464,391 | $13,511,222 | +$46,831 | +0.35% | |
| Cornerstone Planning, Llc | 2.69% | 645,168 | $13,099,362 | $13,029,168 | -$70,194 | -0.54% | |
| Newedge Advisors, Llc | 0.04% | 636,190 | $12,956,008 | $12,847,857 | -$108,151 | -0.83% | |
| Straight Path Wealth Management | 2.61% | 581,829 | $11,709,318 | $11,750,037 | +$40,719 | +0.35% | |
| Sanctuary Advisors, Llc | 0.05% | 561,363 | $11,432,156 | $11,336,726 | -$95,430 | -0.83% | |
| Cookson Peirce & Co Inc | 0.41% | 561,833 | $11,306,881 | $11,346,217 | +$39,336 | +0.35% | |
| Central Valley Advisors, Llc | 3.00% | 554,138 | $11,152,032 | $11,190,817 | +$38,785 | +0.35% | |
| Commonwealth Equity Services, Llc | 0.01% | 551,648 | $11,101,920 | $11,140,531 | +$38,611 | +0.35% |
Frequently asked questions about BSCS
Who are the largest institutional holders of BSCS?
The largest institutional holders of BSCS reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported BSCS position.
What is BSCS institutional ownership?
This page tracks BSCS positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2028 (BSCS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSCS?
InsiderSet currently tracks 397 institutional managers reporting BSCS 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 BSCS shareholders.
How much BSCS stock do institutions own?
Institutional investment managers disclosed approximately $2.82B in BSCS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSCS institutional ownership last updated?
The latest BSCS 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 BSCS 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 BSCS position after the reporting date.
Are institutions buying or selling BSCS?
Institutional buying and selling can be analyzed by comparing BSCS positions across consecutive 13F reporting periods. InsiderSet's BSCS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSCS ownership changes.
How has BSCS institutional ownership changed over time?
InsiderSet tracks BSCS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.