INVESCO BULLETSHARES 2031 CR (BSCV) Top Institutional Shareholders
INVESCO BULLETSHARES 2031 CR (BSCV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.26B in BSCV holdings during the latest filing period.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of BSCV tracked by InsiderSet, reporting ownership valued at approximately $175.21M 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 $174.20M, representing an estimated loss of -0.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed BSCV value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2031 CR (BSCV).
This page ranks the largest institutional BSCV 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
208
Total Reported Value
$1.26B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$175.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
149
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 1.47% | 10,644,420 | $175,207,153 | $174,195,933 | -$1,011,220 | -0.58% | |
| Morgan Stanley | 0.01% | 7,053,544 | $116,101,343 | $115,431,248 | -$670,095 | -0.58% | |
| Raymond James Financial Inc | 0.02% | 3,950,761 | $65,029,516 | $64,654,204 | -$375,312 | -0.58% | |
| Avior Wealth Management, Llc | 1.26% | 2,688,721 | $44,256,345 | $44,000,919 | -$255,426 | -0.58% | |
| Hills Bank & Trust Co | 2.09% | 2,624,341 | $43,196,653 | $42,947,340 | -$249,313 | -0.58% | |
| Lpl Financial Llc | 0.01% | 2,607,870 | $42,925,540 | $42,677,793 | -$247,747 | -0.58% | |
| Atlantic Union Bankshares Corp | 0.77% | 2,443,087 | $40,213,211 | $39,981,119 | -$232,092 | -0.58% | |
| Hengehold Capital Management Llc | 3.23% | 2,247,878 | $37,000,070 | $36,786,523 | -$213,547 | -0.58% | |
| Invesco Ltd. | 0.01% | 2,118,347 | $34,867,998 | $34,666,749 | -$201,249 | -0.58% | |
| Bank Of America Corp | 0.00% | 2,048,401 | $33,716,681 | $33,522,082 | -$194,599 | -0.58% | |
| Wells Fargo & Company/Mn | 0.01% | 2,012,064 | $33,118,573 | $32,927,427 | -$191,146 | -0.58% | |
| &Partners | 0.12% | 1,506,927 | $24,845,323 | $24,660,860 | -$184,463 | -0.74% | |
| Moneco Advisors, Llc | 1.86% | 1,459,850 | $24,029,138 | $23,890,445 | -$138,693 | -0.58% | |
| Royal Bank Of Canada | 0.00% | 1,382,583 | $22,758,000 | $22,625,971 | -$132,029 | -0.58% | |
| Capital Investment Counsel, Llc | 2.96% | 1,310,877 | $21,577,035 | $21,452,502 | -$124,533 | -0.58% | |
| Ubs Group Ag | 0.00% | 1,299,279 | $21,386,132 | $21,262,701 | -$123,431 | -0.58% | |
| Stifel Financial Corp | 0.02% | 1,263,704 | $20,800,621 | $20,680,516 | -$120,105 | -0.58% | |
| Truwealth Advisors, Llc | 0.98% | 1,242,679 | $20,454,504 | $20,336,442 | -$118,062 | -0.58% | |
| Headland Capital, Llc | 5.52% | 1,190,087 | $19,588,828 | $19,475,774 | -$113,054 | -0.58% | |
| Baird Financial Group, Inc. | 0.03% | 987,210 | $16,249,477 | $16,155,692 | -$93,785 | -0.58% | |
| Clark Asset Management, Llc | 1.51% | 974,950 | $16,047,678 | $15,955,057 | -$92,621 | -0.58% | |
| Mai Capital Management | 0.08% | 899,121 | $14,799,526 | $14,714,115 | -$85,411 | -0.58% | |
| Focus Partners Wealth | 0.02% | 858,286 | $14,127,397 | $14,045,850 | -$81,547 | -0.58% | |
| Motley Fool Wealth Management, Llc | 1.22% | 654,597 | $10,774,661 | $10,712,480 | -$62,181 | -0.58% | |
| Cookson Peirce & Co Inc | 0.45% | 649,604 | $10,692,482 | $10,630,769 | -$61,713 | -0.58% | |
| Central Valley Advisors, Llc | 2.87% | 638,344 | $10,507,147 | $10,446,500 | -$60,647 | -0.58% | |
| Sanctuary Advisors, Llc | 0.06% | 625,123 | $10,289,525 | $10,230,138 | -$59,387 | -0.58% | |
| Envestnet Asset Management Inc | 0.00% | 623,742 | $10,266,785 | $10,207,538 | -$59,247 | -0.58% | |
| Amj Financial Wealth Management | 2.43% | 622,503 | $10,246,399 | $10,187,262 | -$59,137 | -0.58% | |
| Lido Advisors, Llc | 0.04% | 591,197 | $9,731,110 | $9,674,939 | -$56,171 | -0.58% | |
| Legacy Financial Group Llc | 1.22% | 587,420 | $9,668,930 | $9,613,128 | -$55,802 | -0.58% | |
| Jones Financial Companies Lllp | 0.00% | 581,283 | $9,483,627 | $9,512,696 | +$29,069 | +0.31% | |
| Cornerstone Planning, Llc | 2.12% | 570,689 | $9,412,482 | $9,339,325 | -$73,157 | -0.78% | |
| Osaic Holdings, Inc. | 0.01% | 518,819 | $8,539,776 | $8,490,473 | -$49,303 | -0.58% | |
| Modern Wealth Management, Llc | 0.15% | 516,916 | $8,511,028 | $8,459,330 | -$51,698 | -0.61% | |
| Goepper Burkhardt Llc | 2.84% | 516,873 | $8,507,730 | $8,458,627 | -$49,103 | -0.58% | |
| Kirr Marbach & Co Llc | 1.47% | 491,310 | $8,086,963 | $8,040,288 | -$46,675 | -0.58% | |
| Decker Wealth Management Llc | 1.71% | 467,507 | $7,805,029 | $7,650,752 | -$154,277 | -1.98% | |
| Independent Advisor Alliance | 0.08% | 469,311 | $7,724,863 | $7,680,275 | -$44,588 | -0.58% | |
| Marietta Wealth Management, Llc | 0.88% | 451,928 | $7,438,735 | $7,395,802 | -$42,933 | -0.58% | |
| Hub Investment Partners, Llc | 0.17% | 433,577 | $7,136,673 | $7,095,488 | -$41,185 | -0.58% | |
| Davis R M Inc | 0.12% | 422,068 | $6,947,240 | $6,907,143 | -$40,097 | -0.58% | |
| Jane Street Group, Llc | 0.01% | 407,186 | $6,702,282 | $6,663,599 | -$38,683 | -0.58% | |
| Carmel Capital Partners, Llc | 2.32% | 390,386 | $6,425,754 | $6,388,667 | -$37,087 | -0.58% | |
| Mml Investors Services, Llc | 0.02% | 381,692 | $6,282,653 | $6,246,390 | -$36,263 | -0.58% | |
| Waycross Investment Management Co | 5.84% | 371,492 | $6,114,758 | $6,079,467 | -$35,291 | -0.58% | |
| Addison Advisors Llc | 1.32% | 361,721 | $5,953,920 | $5,919,564 | -$34,356 | -0.58% | |
| Bcs Wealth Management | 1.03% | 305,460 | $5,027,872 | $4,998,853 | -$29,019 | -0.58% | |
| Northavenue Llc | 3.77% | 287,857 | $4,738,129 | $4,710,780 | -$27,349 | -0.58% | |
| Stephens Inc | 0.06% | 287,641 | $4,734,563 | $4,707,245 | -$27,318 | -0.58% |
Frequently asked questions about BSCV
Who owns the most BSCV stock?
The largest holders of BSCV 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 2031 CR (BSCV).
Is BSCV widely held by superinvestors?
Many widely followed stocks like BSCV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSCV 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.