INVESCO BULLETSHARES 2029 CO (BSCT) Institutional Shareholders
INVESCO BULLETSHARES 2029 CO (BSCT) 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 $2.22B in BSCT holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BSCT tracked by InsiderSet, reporting ownership valued at approximately $178.25M 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 $176.24M, representing an estimated loss of -1.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed BSCT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lido Advisors, Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2029 CO (BSCT).
This page ranks the largest institutional BSCT 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
349
Total Reported Value
$2.22B
Largest Holder
Morgan Stanley
Largest Position
$178.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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% | 9,596,451 | $178,254,087 | $176,238,823 | -$2,015,264 | -1.13% | |
| Wells Fargo & Company/Mn | 0.02% | 6,867,873 | $127,570,748 | $126,128,488 | -$1,442,260 | -1.13% | |
| Lido Advisors, Llc | 0.39% | 5,824,764 | $108,195,007 | $106,971,791 | -$1,223,216 | -1.13% | |
| Raymond James Financial Inc | 0.03% | 5,450,614 | $101,245,163 | $100,100,526 | -$1,144,637 | -1.13% | |
| Lpl Financial Llc | 0.02% | 5,418,387 | $100,646,526 | $99,508,677 | -$1,137,849 | -1.13% | |
| Clearstead Advisors, Llc | 0.64% | 3,664,565 | $68,069,305 | $67,299,736 | -$769,569 | -1.13% | |
| Bank Of America Corp | 0.00% | 3,658,064 | $67,948,547 | $67,180,345 | -$768,202 | -1.13% | |
| Invesco Ltd. | 0.01% | 3,599,890 | $66,867,948 | $66,111,980 | -$755,968 | -1.13% | |
| Ubs Group Ag | 0.01% | 2,790,031 | $51,824,826 | $51,238,919 | -$585,907 | -1.13% | |
| Royal Bank Of Canada | 0.01% | 2,749,889 | $51,079,000 | $50,501,711 | -$577,289 | -1.13% | |
| Hills Bank & Trust Co | 2.21% | 2,452,536 | $45,765,303 | $45,040,824 | -$724,479 | -1.58% | |
| Avior Wealth Management, Llc | 1.15% | 2,357,478 | $43,790,161 | $43,295,083 | -$495,078 | -1.13% | |
| Mai Capital Management | 0.16% | 2,291,285 | $42,560,620 | $42,079,449 | -$481,171 | -1.13% | |
| Manchester Financial Inc | 7.53% | 2,277,588 | $42,306,199 | $41,827,904 | -$478,295 | -1.13% | |
| Envestnet Asset Management Inc | 0.01% | 2,274,983 | $42,257,816 | $41,780,063 | -$477,753 | -1.13% | |
| Tlwm | 4.83% | 1,598,888 | $29,699,363 | $29,363,578 | -$335,785 | -1.13% | |
| Stifel Financial Corp | 0.02% | 1,574,340 | $29,243,380 | $28,912,754 | -$330,626 | -1.13% | |
| Riverfront Investment Group, Llc | 0.36% | 1,475,777 | $27,412,569 | $27,102,645 | -$309,924 | -1.13% | |
| Osaic Holdings, Inc. | 0.03% | 1,460,404 | $27,137,270 | $26,820,319 | -$316,951 | -1.17% | |
| Moneco Advisors, Llc | 1.65% | 1,452,021 | $26,971,288 | $26,666,366 | -$304,922 | -1.13% | |
| Clark Asset Management, Llc | 2.05% | 1,407,457 | $26,143,509 | $25,847,948 | -$295,561 | -1.13% | |
| Anchor Investment Management, Llc | 1.74% | 1,243,500 | $23,098,014 | $22,836,877 | -$261,137 | -1.13% | |
| Davis R M Inc | 0.36% | 1,237,482 | $22,986,232 | $22,726,357 | -$259,875 | -1.13% | |
| Atlantic Union Bankshares Corp | 0.38% | 1,232,875 | $22,900,656 | $22,641,749 | -$258,907 | -1.13% | |
| Brookstone Capital Management | 0.23% | 1,218,293 | $22,629,802 | $22,373,951 | -$255,851 | -1.13% | |
| Janney Montgomery Scott Llc | 0.04% | 1,202,868 | $22,343,000 | $22,090,671 | -$252,329 | -1.13% | |
| Baird Financial Group, Inc. | 0.03% | 1,196,098 | $22,217,521 | $21,966,340 | -$251,181 | -1.13% | |
| Mml Investors Services, Llc | 0.04% | 1,040,435 | $19,326,088 | $19,107,589 | -$218,499 | -1.13% | |
| Headland Capital, Llc | 4.69% | 1,023,299 | $19,007,781 | $18,792,886 | -$214,895 | -1.13% | |
| Capital Investment Counsel, Llc | 2.19% | 951,103 | $17,666,738 | $17,467,007 | -$199,731 | -1.13% | |
| Kestra Advisory Services, Llc | 0.05% | 897,404 | $16,669,271 | $16,480,824 | -$188,447 | -1.13% | |
| Shufro Rose & Co Llc | 0.93% | 872,220 | $16,201,487 | $16,018,320 | -$183,167 | -1.13% | |
| Newedge Advisors, Llc | 0.04% | 791,027 | $14,693,333 | $14,527,211 | -$166,122 | -1.13% | |
| Goepper Burkhardt Llc | 4.15% | 743,819 | $13,816,438 | $13,660,236 | -$156,202 | -1.13% | |
| Asset Dedication, Llc | 0.80% | 683,131 | $12,689,155 | $12,545,701 | -$143,454 | -1.13% | |
| Kirr Marbach & Co Llc | 2.12% | 676,416 | $12,564,428 | $12,422,380 | -$142,048 | -1.13% | |
| Ameriprise Financial Inc | 0.00% | 668,406 | $12,383,083 | $12,275,276 | -$107,807 | -0.87% | |
| Gill Capital Partners, Llc | 3.24% | 659,467 | $12,249,605 | $12,111,111 | -$138,494 | -1.13% | |
| Jones Financial Companies Lllp | 0.00% | 658,474 | $12,242,352 | $12,092,875 | -$149,477 | -1.22% | |
| Cetera Investment Advisers | 0.01% | 646,234 | $12,003,785 | $11,868,087 | -$135,698 | -1.13% | |
| Carrera Capital Advisors | 1.71% | 620,177 | $11,519,790 | $11,389,551 | -$130,239 | -1.13% | |
| Cornerstone Planning, Llc | 2.61% | 608,133 | $11,296,091 | $11,168,363 | -$127,728 | -1.13% | |
| Straight Path Wealth Management | 2.60% | 599,064 | $11,127,623 | $11,001,810 | -$125,813 | -1.13% | |
| Cookson Peirce & Co Inc | 0.36% | 595,631 | $11,063,847 | $10,938,763 | -$125,084 | -1.13% | |
| Gpm Growth Investors, Inc. | 4.52% | 583,177 | $10,832,513 | $10,710,046 | -$122,467 | -1.13% | |
| Cvfg Llc | 1.12% | 574,819 | $10,677,268 | $10,556,551 | -$120,717 | -1.13% | |
| Central Valley Advisors, Llc | 2.73% | 572,218 | $10,628,966 | $10,508,784 | -$120,182 | -1.13% | |
| First International Bank Of Israel Ltd. | 2.74% | 540,000 | $10,030,500 | $9,917,100 | -$113,400 | -1.13% | |
| Hub Investment Partners, Llc | 0.17% | 484,980 | $9,008,511 | $8,906,658 | -$101,853 | -1.13% | |
| Cwm, Llc | 0.02% | 473,413 | $8,834,085 | $8,694,230 | -$139,855 | -1.58% |
Frequently asked questions about BSCT
Who owns the most BSCT stock?
The largest holders of BSCT 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 2029 CO (BSCT).
Is BSCT widely held by superinvestors?
Many widely followed stocks like BSCT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSCT 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.