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 $2.16B 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 $166.76M 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 $165.37M, representing an estimated loss of -0.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% 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
347
Total Reported Value
$2.16B
Largest Holder
Morgan Stanley
Largest Position
$166.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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% | 8,936,736 | $166,763,087 | $165,374,300 | -$1,388,787 | -0.83% | |
| Wells Fargo & Company/Mn | 0.03% | 6,849,192 | $127,808,669 | $126,744,298 | -$1,064,371 | -0.83% | |
| Lido Advisors, Llc | 0.46% | 6,346,510 | $118,428,427 | $117,442,168 | -$986,259 | -0.83% | |
| Lpl Financial Llc | 0.02% | 4,751,065 | $88,656,749 | $87,918,458 | -$738,291 | -0.83% | |
| Raymond James Financial Inc | 0.03% | 4,717,245 | $88,025,683 | $87,292,619 | -$733,064 | -0.83% | |
| Clearstead Advisors, Llc | 0.62% | 3,611,035 | $67,383,349 | $66,822,203 | -$561,146 | -0.83% | |
| Bank Of America Corp | 0.00% | 3,487,306 | $65,073,124 | $64,532,598 | -$540,526 | -0.83% | |
| Invesco Ltd. | 0.01% | 3,177,261 | $59,288,967 | $58,795,215 | -$493,752 | -0.83% | |
| Ubs Group Ag | 0.01% | 2,572,542 | $48,003,634 | $47,604,890 | -$398,744 | -0.83% | |
| Hills Bank & Trust Co | 2.21% | 2,452,536 | $45,765,303 | $45,384,179 | -$381,124 | -0.83% | |
| Royal Bank Of Canada | 0.01% | 2,445,163 | $45,627,000 | $45,247,741 | -$379,259 | -0.83% | |
| Avior Wealth Management, Llc | 1.15% | 2,357,478 | $43,790,161 | $43,625,130 | -$165,031 | -0.38% | |
| Manchester Financial Inc | 7.53% | 2,277,588 | $42,306,199 | $42,146,766 | -$159,433 | -0.38% | |
| Envestnet Asset Management Inc | 0.01% | 2,274,983 | $42,257,816 | $42,098,560 | -$159,256 | -0.38% | |
| Mai Capital Management | 0.24% | 2,231,679 | $41,644,032 | $41,297,220 | -$346,812 | -0.83% | |
| Tlwm | 4.83% | 1,598,888 | $29,699,363 | $29,587,422 | -$111,941 | -0.38% | |
| Stifel Financial Corp | 0.03% | 1,554,814 | $29,013,492 | $28,771,833 | -$241,659 | -0.83% | |
| Riverfront Investment Group, Llc | 0.36% | 1,475,777 | $27,412,569 | $27,309,253 | -$103,316 | -0.38% | |
| Osaic Holdings, Inc. | 0.04% | 1,452,359 | $27,104,710 | $26,875,903 | -$228,807 | -0.84% | |
| Clark Asset Management, Llc | 2.05% | 1,407,457 | $26,143,509 | $26,044,992 | -$98,517 | -0.38% | |
| Moneco Advisors, Llc | 1.92% | 1,329,857 | $24,815,663 | $24,609,004 | -$206,659 | -0.83% | |
| Ima Advisory Services, Inc. | 2.28% | 1,250,151 | $23,328,332 | $23,134,044 | -$194,288 | -0.83% | |
| Brookstone Capital Management | 0.23% | 1,218,293 | $22,629,802 | $22,544,512 | -$85,290 | -0.38% | |
| Anchor Investment Management, Llc | 1.77% | 1,139,118 | $21,256,398 | $21,079,379 | -$177,019 | -0.83% | |
| Atlantic Union Bankshares Corp | 0.37% | 1,038,403 | $19,377,016 | $19,215,648 | -$161,368 | -0.83% | |
| Headland Capital, Llc | 4.69% | 1,023,299 | $19,007,781 | $18,936,148 | -$71,633 | -0.38% | |
| Davis R M Inc | 0.32% | 975,287 | $18,199,252 | $18,047,686 | -$151,566 | -0.83% | |
| Capital Investment Counsel, Llc | 2.19% | 951,103 | $17,666,738 | $17,600,161 | -$66,577 | -0.38% | |
| Baird Financial Group, Inc. | 0.03% | 917,448 | $17,119,946 | $16,977,375 | -$142,571 | -0.83% | |
| Kestra Advisory Services, Llc | 0.05% | 897,404 | $16,669,271 | $16,606,461 | -$62,810 | -0.38% | |
| Shufro Rose & Co Llc | 1.08% | 850,769 | $15,875,689 | $15,743,480 | -$132,209 | -0.83% | |
| Mml Investors Services, Llc | 0.04% | 833,754 | $15,558,178 | $15,428,618 | -$129,560 | -0.83% | |
| Focus Partners Wealth | 0.02% | 735,933 | $13,732,810 | $13,618,440 | -$114,370 | -0.83% | |
| Gpm Growth Investors, Inc. | 5.62% | 715,691 | $13,355,080 | $13,243,862 | -$111,218 | -0.83% | |
| Asset Dedication, Llc | 0.80% | 683,131 | $12,689,155 | $12,641,339 | -$47,816 | -0.38% | |
| Kirr Marbach & Co Llc | 2.12% | 676,416 | $12,564,428 | $12,517,078 | -$47,350 | -0.38% | |
| Gill Capital Partners, Llc | 3.57% | 665,156 | $12,412,073 | $12,308,712 | -$103,361 | -0.83% | |
| Goepper Burkhardt Llc | 4.14% | 663,826 | $12,387,259 | $12,284,100 | -$103,159 | -0.83% | |
| Carrera Capital Advisors | 1.71% | 620,177 | $11,519,790 | $11,476,375 | -$43,415 | -0.38% | |
| Cornerstone Planning, Llc | 2.61% | 608,133 | $11,296,091 | $11,253,501 | -$42,590 | -0.38% | |
| Straight Path Wealth Management | 2.60% | 599,064 | $11,127,623 | $11,085,679 | -$41,944 | -0.38% | |
| Cookson Peirce & Co Inc | 0.36% | 595,631 | $11,063,847 | $11,022,152 | -$41,695 | -0.38% | |
| Ameriprise Financial Inc | 0.00% | 588,463 | $10,981,466 | $10,889,508 | -$91,958 | -0.84% | |
| Central Valley Advisors, Llc | 2.73% | 572,218 | $10,628,966 | $10,588,894 | -$40,072 | -0.38% | |
| Independent Advisor Alliance | 0.11% | 563,065 | $10,507,012 | $10,419,518 | -$87,494 | -0.83% | |
| Cvfg Llc | 1.30% | 560,692 | $10,462,721 | $10,375,605 | -$87,116 | -0.83% | |
| First International Bank Of Israel Ltd. | 2.96% | 540,000 | $10,076,616 | $9,992,700 | -$83,916 | -0.83% | |
| Jones Financial Companies Lllp | 0.00% | 527,994 | $9,796,920 | $9,770,529 | -$26,391 | -0.27% | |
| Hub Investment Partners, Llc | 0.17% | 484,980 | $9,008,511 | $8,974,555 | -$33,956 | -0.38% | |
| Cwm, Llc | 0.02% | 473,413 | $8,834,085 | $8,760,508 | -$73,577 | -0.83% |
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.