BSCU Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2030 CB (BSCU) is currently held by 316 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.30B 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 BSCU tracked by InsiderSet, reporting ownership valued at approximately $181.65M 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 $177.88M, representing an estimated loss of -2.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed BSCU value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Aptus Capital Advisors, Llc, Lido Advisors, Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2030 CB (BSCU).
This page ranks the largest institutional BSCU 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
316
Total Reported Value
$2.30B
Largest Holder
Morgan Stanley
Largest Position
$181.65M
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% | 10,913,052 | $181,647,758 | $177,882,748 | -$3,765,010 | -2.07% | |
| Aptus Capital Advisors, Llc | 1.14% | 9,388,158 | $156,265,890 | $153,026,975 | -$3,238,915 | -2.07% | |
| Lido Advisors, Llc | 0.50% | 8,359,538 | $139,144,524 | $136,260,469 | -$2,884,055 | -2.07% | |
| Waverly Advisors, Llc | 0.54% | 5,572,712 | $92,757,796 | $90,835,206 | -$1,922,590 | -2.07% | |
| Lpl Financial Llc | 0.02% | 5,547,683 | $92,341,176 | $90,427,233 | -$1,913,943 | -2.07% | |
| Raymond James Financial Inc | 0.03% | 5,531,701 | $92,075,165 | $90,166,726 | -$1,908,439 | -2.07% | |
| Invesco Ltd. | 0.01% | 4,705,304 | $78,319,783 | $76,696,455 | -$1,623,328 | -2.07% | |
| Truwealth Advisors, Llc | 3.76% | 4,680,408 | $78,252,211 | $76,290,650 | -$1,961,561 | -2.51% | |
| Clearstead Advisors, Llc | 0.61% | 3,910,447 | $65,089,393 | $63,740,286 | -$1,349,107 | -2.07% | |
| Wells Fargo & Company/Mn | 0.01% | 3,541,844 | $58,953,983 | $57,732,057 | -$1,221,926 | -2.07% | |
| Atlantic Union Bankshares Corp | 0.89% | 3,202,800 | $53,310,609 | $52,205,640 | -$1,104,969 | -2.07% | |
| Bank Of America Corp | 0.00% | 2,935,895 | $48,867,972 | $47,855,089 | -$1,012,884 | -2.07% | |
| Hengehold Capital Management Llc | 3.59% | 2,921,223 | $47,148,543 | $47,615,935 | +$467,392 | +0.99% | |
| Royal Bank Of Canada | 0.01% | 2,816,360 | $46,878,000 | $45,906,668 | -$971,332 | -2.07% | |
| Fusion Family Wealth, Llc | 3.05% | 2,855,903 | $46,094,274 | $46,551,219 | +$456,945 | +0.99% | |
| Hills Bank & Trust Co | 2.12% | 2,621,207 | $43,824,223 | $42,725,674 | -$1,098,549 | -2.51% | |
| Ubs Group Ag | 0.01% | 2,448,625 | $40,757,363 | $39,912,588 | -$844,776 | -2.07% | |
| Tlwm | 5.24% | 2,037,594 | $32,886,736 | $33,212,782 | +$326,046 | +0.99% | |
| &Partners | 0.13% | 1,965,711 | $32,709,108 | $32,041,089 | -$668,019 | -2.04% | |
| Mai Capital Management | 0.11% | 1,736,911 | $28,910,878 | $28,311,649 | -$599,229 | -2.07% | |
| Brookstone Capital Management | 0.29% | 1,784,650 | $28,804,243 | $29,089,795 | +$285,552 | +0.99% | |
| Ima Advisory Services, Inc. | 1.64% | 1,578,735 | $26,278,053 | $25,733,381 | -$544,673 | -2.07% | |
| Clark Asset Management, Llc | 1.89% | 1,596,264 | $25,763,695 | $26,019,103 | +$255,408 | +0.99% | |
| Shufro Rose & Co Llc | 1.48% | 1,542,429 | $25,673,734 | $25,141,593 | -$532,141 | -2.07% | |
| Moneco Advisors, Llc | 1.56% | 1,536,904 | $25,581,777 | $25,051,535 | -$530,242 | -2.07% | |
| Foronjy Financial Llc | 7.70% | 1,357,414 | $21,908,660 | $22,125,848 | +$217,188 | +0.99% | |
| Baird Financial Group, Inc. | 0.03% | 1,306,797 | $21,751,636 | $21,300,791 | -$450,845 | -2.07% | |
| Envestnet Asset Management Inc | 0.01% | 1,295,777 | $21,568,212 | $21,121,165 | -$447,047 | -2.07% | |
| Capital Investment Counsel, Llc | 2.66% | 1,326,319 | $21,406,789 | $21,619,000 | +$212,211 | +0.99% | |
| Advisors Capital Management, Llc | 0.17% | 990,407 | $16,485,324 | $16,143,634 | -$341,690 | -2.07% | |
| Davis R M Inc | 0.24% | 908,907 | $15,128,765 | $14,815,184 | -$313,581 | -2.07% | |
| Mml Investors Services, Llc | 0.03% | 850,723 | $14,160,288 | $13,866,785 | -$293,503 | -2.07% | |
| Osaic Holdings, Inc. | 0.02% | 797,789 | $13,282,882 | $13,003,961 | -$278,921 | -2.10% | |
| Kirr Marbach & Co Llc | 2.38% | 780,696 | $12,600,434 | $12,725,345 | +$124,911 | +0.99% | |
| Asset Dedication, Llc | 0.77% | 737,920 | $12,282,686 | $12,028,096 | -$254,590 | -2.07% | |
| Kestra Advisory Services, Llc | 0.03% | 729,814 | $11,779,200 | $11,895,968 | +$116,768 | +0.99% | |
| Goepper Burkhardt Llc | 3.47% | 693,597 | $11,544,922 | $11,305,631 | -$239,291 | -2.07% | |
| Cvfg Llc | 1.21% | 691,355 | $11,507,606 | $11,269,087 | -$238,520 | -2.07% | |
| Jones Financial Companies Lllp | 0.00% | 685,236 | $11,419,451 | $11,169,347 | -$250,104 | -2.19% | |
| Cwm, Llc | 0.03% | 661,157 | $11,053,942 | $10,776,859 | -$277,083 | -2.51% | |
| Janney Montgomery Scott Llc | 0.02% | 663,281 | $11,040,000 | $10,811,480 | -$228,520 | -2.07% | |
| Cookson Peirce & Co Inc | 0.40% | 679,929 | $10,974,055 | $11,082,843 | +$108,788 | +0.99% | |
| Central Valley Advisors, Llc | 2.88% | 664,392 | $10,723,294 | $10,829,590 | +$106,296 | +0.99% | |
| Ameriprise Financial Inc | 0.00% | 628,743 | $10,462,066 | $10,248,511 | -$213,555 | -2.04% | |
| Cetera Investment Advisers | 0.01% | 593,583 | $9,880,181 | $9,675,403 | -$204,778 | -2.07% | |
| Cornerstone Planning, Llc | 2.00% | 589,714 | $9,740,476 | $9,612,338 | -$128,138 | -1.32% | |
| Newedge Advisors, Llc | 0.03% | 581,488 | $9,678,880 | $9,478,254 | -$200,626 | -2.07% | |
| Truist Financial Corp | 0.01% | 558,086 | $9,007,514 | $9,096,802 | +$89,288 | +0.99% | |
| Gpm Growth Investors, Inc. | 3.66% | 536,097 | $8,652,606 | $8,738,381 | +$85,775 | +0.99% | |
| Hub Investment Partners, Llc | 0.16% | 519,517 | $8,647,362 | $8,468,127 | -$179,235 | -2.07% |
Frequently asked questions about BSCU
Who are the largest institutional holders of BSCU?
The largest institutional holders of BSCU reported in the latest SEC Form 13F filings include Morgan Stanley, Aptus Capital Advisors, Llc, Lido Advisors, Llc, Waverly Advisors, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported BSCU position.
What is BSCU institutional ownership?
This page tracks BSCU positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2030 CB (BSCU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSCU?
InsiderSet currently tracks 316 institutional managers reporting BSCU 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 BSCU shareholders.
How much BSCU stock do institutions own?
Institutional investment managers disclosed approximately $2.30B in BSCU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSCU institutional ownership last updated?
The latest BSCU 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 BSCU 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 BSCU position after the reporting date.
Are institutions buying or selling BSCU?
Institutional buying and selling can be analyzed by comparing BSCU positions across consecutive 13F reporting periods. InsiderSet's BSCU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSCU ownership changes.
How has BSCU institutional ownership changed over time?
InsiderSet tracks BSCU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.