BSCT Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2029 CO (BSCT) is currently held by 354 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.20B 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 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 $175.81M, representing an estimated loss of -1.37% 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
354
Total Reported Value
$2.20B
Largest Holder
Morgan Stanley
Largest Position
$178.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
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 | $175,806,982 | -$2,447,105 | -1.37% | |
| Wells Fargo & Company/Mn | 0.02% | 6,867,873 | $127,570,748 | $125,819,433 | -$1,751,315 | -1.37% | |
| Lido Advisors, Llc | 0.39% | 5,824,764 | $108,195,007 | $106,709,676 | -$1,485,331 | -1.37% | |
| Raymond James Financial Inc | 0.03% | 5,450,614 | $101,245,163 | $99,855,248 | -$1,389,915 | -1.37% | |
| Lpl Financial Llc | 0.02% | 5,418,387 | $100,646,526 | $99,264,850 | -$1,381,676 | -1.37% | |
| Clearstead Advisors, Llc | 0.64% | 3,664,565 | $68,069,305 | $67,134,831 | -$934,474 | -1.37% | |
| Bank Of America Corp | 0.00% | 3,658,064 | $67,948,547 | $67,015,732 | -$932,815 | -1.37% | |
| Invesco Ltd. | 0.01% | 3,599,890 | $66,867,948 | $65,949,985 | -$917,963 | -1.37% | |
| Ubs Group Ag | 0.01% | 2,790,031 | $51,824,826 | $51,113,368 | -$711,458 | -1.37% | |
| Royal Bank Of Canada | 0.01% | 2,749,889 | $51,079,000 | $50,377,966 | -$701,034 | -1.37% | |
| Hills Bank & Trust Co | 2.21% | 2,452,536 | $45,765,303 | $44,930,460 | -$834,843 | -1.82% | |
| Avior Wealth Management, Llc | 1.18% | 2,449,929 | $44,588,714 | $44,882,699 | +$293,985 | +0.66% | |
| Mai Capital Management | 0.16% | 2,291,285 | $42,560,620 | $41,976,341 | -$584,279 | -1.37% | |
| Envestnet Asset Management Inc | 0.01% | 2,274,983 | $42,257,816 | $41,677,689 | -$580,127 | -1.37% | |
| Tlwm | 5.10% | 1,758,747 | $32,009,202 | $32,220,245 | +$211,043 | +0.66% | |
| Stifel Financial Corp | 0.02% | 1,574,340 | $29,243,380 | $28,841,909 | -$401,471 | -1.37% | |
| Clark Asset Management, Llc | 2.13% | 1,594,133 | $29,013,225 | $29,204,517 | +$191,292 | +0.66% | |
| Riverfront Investment Group, Llc | 0.36% | 1,475,777 | $27,412,569 | $27,036,235 | -$376,334 | -1.37% | |
| Osaic Holdings, Inc. | 0.03% | 1,460,404 | $27,137,270 | $26,754,601 | -$382,669 | -1.41% | |
| Moneco Advisors, Llc | 1.65% | 1,452,021 | $26,971,288 | $26,601,025 | -$370,263 | -1.37% | |
| Anchor Investment Management, Llc | 1.74% | 1,243,500 | $23,098,014 | $22,780,920 | -$317,094 | -1.37% | |
| Davis R M Inc | 0.36% | 1,237,482 | $22,986,232 | $22,670,670 | -$315,562 | -1.37% | |
| Atlantic Union Bankshares Corp | 0.38% | 1,232,875 | $22,900,656 | $22,586,270 | -$314,386 | -1.37% | |
| Janney Montgomery Scott Llc | 0.04% | 1,202,868 | $22,343,000 | $22,036,542 | -$306,458 | -1.37% | |
| Baird Financial Group, Inc. | 0.03% | 1,196,098 | $22,217,521 | $21,912,515 | -$305,006 | -1.37% | |
| Brookstone Capital Management | 0.22% | 1,213,095 | $22,078,335 | $22,223,900 | +$145,565 | +0.66% | |
| Mml Investors Services, Llc | 0.04% | 1,040,435 | $19,326,088 | $19,060,769 | -$265,319 | -1.37% | |
| Headland Capital, Llc | 4.69% | 1,023,299 | $19,007,781 | $18,746,838 | -$260,943 | -1.37% | |
| Kestra Advisory Services, Llc | 0.05% | 897,404 | $16,669,271 | $16,440,441 | -$228,830 | -1.37% | |
| Shufro Rose & Co Llc | 0.93% | 872,220 | $16,201,487 | $15,979,070 | -$222,417 | -1.37% | |
| Capital Investment Counsel, Llc | 1.92% | 849,399 | $15,459,062 | $15,560,990 | +$101,928 | +0.66% | |
| Newedge Advisors, Llc | 0.04% | 791,027 | $14,693,333 | $14,491,615 | -$201,718 | -1.37% | |
| Goepper Burkhardt Llc | 4.15% | 743,819 | $13,816,438 | $13,626,764 | -$189,674 | -1.37% | |
| Kirr Marbach & Co Llc | 2.51% | 729,385 | $13,274,807 | $13,362,333 | +$87,526 | +0.66% | |
| Asset Dedication, Llc | 0.80% | 683,131 | $12,689,155 | $12,514,960 | -$174,195 | -1.37% | |
| Ameriprise Financial Inc | 0.00% | 668,406 | $12,383,083 | $12,245,198 | -$137,885 | -1.11% | |
| Jones Financial Companies Lllp | 0.00% | 658,474 | $12,242,352 | $12,063,244 | -$179,108 | -1.46% | |
| Cetera Investment Advisers | 0.01% | 646,234 | $12,003,785 | $11,839,007 | -$164,778 | -1.37% | |
| Gill Capital Partners, Llc | 3.20% | 642,966 | $11,701,983 | $11,779,137 | +$77,154 | +0.66% | |
| Carrera Capital Advisors | 1.71% | 620,177 | $11,519,790 | $11,361,643 | -$158,147 | -1.37% | |
| Cornerstone Planning, Llc | 2.32% | 612,737 | $11,323,029 | $11,225,342 | -$97,687 | -0.86% | |
| Straight Path Wealth Management | 2.51% | 620,720 | $11,297,103 | $11,371,590 | +$74,487 | +0.66% | |
| Cookson Peirce & Co Inc | 0.40% | 613,546 | $11,166,538 | $11,240,163 | +$73,625 | +0.66% | |
| Central Valley Advisors, Llc | 2.90% | 592,226 | $10,778,517 | $10,849,580 | +$71,063 | +0.66% | |
| Cvfg Llc | 1.12% | 574,819 | $10,677,268 | $10,530,684 | -$146,584 | -1.37% | |
| Gpm Growth Investors, Inc. | 4.45% | 578,127 | $10,521,911 | $10,591,287 | +$69,376 | +0.66% | |
| First International Bank Of Israel Ltd. | 2.74% | 540,000 | $10,030,500 | $9,892,800 | -$137,700 | -1.37% | |
| Vaughan David Investments Llc/Il | 0.18% | 495,727 | $9,208,000 | $9,081,719 | -$126,281 | -1.37% | |
| Hub Investment Partners, Llc | 0.17% | 484,980 | $9,008,511 | $8,884,834 | -$123,677 | -1.37% | |
| Sound Stewardship, Llc | 3.66% | 494,584 | $9,001,433 | $9,060,779 | +$59,346 | +0.66% |
Frequently asked questions about BSCT
Who are the largest institutional holders of BSCT?
The largest institutional holders of BSCT reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Lido Advisors, Llc, Raymond James Financial Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported BSCT position.
What is BSCT institutional ownership?
This page tracks BSCT positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2029 CO (BSCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSCT?
InsiderSet currently tracks 354 institutional managers reporting BSCT 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 BSCT shareholders.
How much BSCT stock do institutions own?
Institutional investment managers disclosed approximately $2.20B in BSCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSCT institutional ownership last updated?
The latest BSCT 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 BSCT 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 BSCT position after the reporting date.
Are institutions buying or selling BSCT?
Institutional buying and selling can be analyzed by comparing BSCT positions across consecutive 13F reporting periods. InsiderSet's BSCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSCT ownership changes.
How has BSCT institutional ownership changed over time?
InsiderSet tracks BSCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.