BSCV Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2031 CR (BSCV) is currently held by 229 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.45B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of BSCV tracked by InsiderSet, reporting ownership valued at approximately $177.50M 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 $173.11M, representing an estimated loss of -2.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% 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
229
Total Reported Value
$1.45B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$177.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | 1.30% | 10,832,928 | $177,497,526 | $173,110,189 | -$4,387,337 | -2.47% | |
| Morgan Stanley | 0.01% | 7,675,438 | $125,762,055 | $122,653,499 | -$3,108,556 | -2.47% | |
| Raymond James Financial Inc | 0.02% | 4,287,858 | $70,256,557 | $68,519,971 | -$1,736,586 | -2.47% | |
| Lpl Financial Llc | 0.01% | 3,510,216 | $57,514,884 | $56,093,252 | -$1,421,632 | -2.47% | |
| Atlantic Union Bankshares Corp | 0.84% | 3,071,589 | $50,327,990 | $49,083,992 | -$1,243,998 | -2.47% | |
| Hills Bank & Trust Co | 2.09% | 2,624,341 | $43,196,653 | $41,936,969 | -$1,259,684 | -2.92% | |
| Avior Wealth Management, Llc | 1.08% | 2,596,398 | $40,945,203 | $41,490,440 | +$545,237 | +1.33% | |
| Invesco Ltd. | 0.00% | 2,445,458 | $40,068,830 | $39,078,419 | -$990,411 | -2.47% | |
| Hengehold Capital Management Llc | 2.96% | 2,460,907 | $38,808,501 | $39,325,294 | +$516,793 | +1.33% | |
| Wells Fargo & Company/Mn | 0.01% | 2,184,082 | $35,786,186 | $34,901,630 | -$884,556 | -2.47% | |
| Bank Of America Corp | 0.00% | 2,180,731 | $35,731,278 | $34,848,081 | -$883,197 | -2.47% | |
| Ubs Group Ag | 0.00% | 1,820,580 | $29,830,204 | $29,092,868 | -$737,336 | -2.47% | |
| Royal Bank Of Canada | 0.00% | 1,645,463 | $26,960,000 | $26,294,499 | -$665,501 | -2.47% | |
| Moneco Advisors, Llc | 1.58% | 1,578,888 | $25,870,081 | $25,230,630 | -$639,451 | -2.47% | |
| &Partners | 0.11% | 1,568,920 | $25,707,595 | $25,071,342 | -$636,253 | -2.47% | |
| Clark Asset Management, Llc | 1.60% | 1,379,428 | $21,753,582 | $22,043,259 | +$289,677 | +1.33% | |
| Stifel Financial Corp | 0.02% | 1,311,336 | $21,486,280 | $20,955,149 | -$531,131 | -2.47% | |
| Headland Capital, Llc | 5.27% | 1,303,900 | $21,364,405 | $20,836,322 | -$528,083 | -2.47% | |
| Capital Investment Counsel, Llc | 2.65% | 1,351,959 | $21,320,393 | $21,604,305 | +$283,912 | +1.33% | |
| Waverly Advisors, Llc | 0.12% | 1,255,637 | $20,573,608 | $20,065,079 | -$508,529 | -2.47% | |
| Truwealth Advisors, Llc | 0.98% | 1,242,679 | $20,454,504 | $19,858,010 | -$596,494 | -2.92% | |
| Baird Financial Group, Inc. | 0.02% | 1,054,065 | $17,270,855 | $16,843,959 | -$426,896 | -2.47% | |
| Janney Montgomery Scott Llc | 0.03% | 1,032,789 | $16,922,000 | $16,503,968 | -$418,032 | -2.47% | |
| Mai Capital Management | 0.06% | 974,092 | $15,960,494 | $15,565,990 | -$394,504 | -2.47% | |
| Gpm Growth Investors, Inc. | 6.60% | 989,948 | $15,611,480 | $15,819,369 | +$207,889 | +1.33% | |
| Legacy Financial Group Llc | 1.56% | 846,268 | $13,866,109 | $13,523,363 | -$342,746 | -2.47% | |
| Envestnet Asset Management Inc | 0.00% | 750,708 | $12,300,355 | $11,996,314 | -$304,041 | -2.47% | |
| Kirr Marbach & Co Llc | 2.15% | 722,997 | $11,401,663 | $11,553,492 | +$151,829 | +1.33% | |
| Jones Financial Companies Lllp | 0.00% | 688,529 | $11,309,094 | $11,002,693 | -$306,401 | -2.71% | |
| Cookson Peirce & Co Inc | 0.40% | 693,886 | $10,942,583 | $11,088,298 | +$145,715 | +1.33% | |
| Central Valley Advisors, Llc | 2.92% | 688,233 | $10,853,437 | $10,997,963 | +$144,526 | +1.33% | |
| Davis R M Inc | 0.17% | 653,039 | $10,700,036 | $10,435,563 | -$264,473 | -2.47% | |
| Amj Financial Wealth Management | 2.43% | 622,503 | $10,246,399 | $9,947,598 | -$298,801 | -2.92% | |
| Lido Advisors, Llc | 0.04% | 612,339 | $10,033,177 | $9,785,177 | -$248,000 | -2.47% | |
| Kestra Advisory Services, Llc | 0.03% | 624,333 | $9,845,724 | $9,976,841 | +$131,117 | +1.33% | |
| Goepper Burkhardt Llc | 2.89% | 588,199 | $9,637,641 | $9,399,420 | -$238,221 | -2.47% | |
| Cornerstone Planning, Llc | 1.97% | 592,216 | $9,610,675 | $9,463,612 | -$147,063 | -1.53% | |
| Modern Wealth Management, Llc | 0.11% | 549,842 | $9,009,156 | $8,786,475 | -$222,681 | -2.47% | |
| Asset Dedication, Llc | 0.57% | 549,142 | $8,997,695 | $8,775,289 | -$222,406 | -2.47% | |
| Osaic Holdings, Inc. | 0.01% | 548,149 | $8,983,885 | $8,759,421 | -$224,464 | -2.50% | |
| Ameriprise Financial Inc | 0.00% | 512,472 | $8,392,116 | $8,189,303 | -$202,813 | -2.42% | |
| Jane Street Group, Llc | 0.01% | 485,744 | $7,958,915 | $7,762,189 | -$196,726 | -2.47% | |
| Hub Investment Partners, Llc | 0.14% | 477,244 | $7,819,639 | $7,626,359 | -$193,280 | -2.47% | |
| Marietta Wealth Management, Llc | 0.82% | 488,127 | $7,744,135 | $7,800,269 | +$56,134 | +0.72% | |
| Mml Investors Services, Llc | 0.02% | 464,246 | $7,606,673 | $7,418,651 | -$188,022 | -2.47% | |
| Sanctuary Advisors, Llc | 0.03% | 453,793 | $7,435,400 | $7,251,612 | -$183,788 | -2.47% | |
| Truist Financial Corp | 0.01% | 430,443 | $6,788,081 | $6,878,479 | +$90,398 | +1.33% | |
| Red Spruce Capital, Llc | 2.35% | 422,131 | $6,657,006 | $6,745,653 | +$88,647 | +1.33% | |
| Carmel Capital Partners, Llc | 2.14% | 395,166 | $6,474,796 | $6,314,753 | -$160,043 | -2.47% | |
| Decker Wealth Management Llc | 1.27% | 397,147 | $6,263,012 | $6,346,409 | +$83,397 | +1.33% |
Frequently asked questions about BSCV
Who are the largest institutional holders of BSCV?
The largest institutional holders of BSCV reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Morgan Stanley, Raymond James Financial Inc, Lpl Financial Llc, and Atlantic Union Bankshares Corp. InsiderSet ranks institutional holders by their latest reported BSCV position.
What is BSCV institutional ownership?
This page tracks BSCV positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2031 CR (BSCV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSCV?
InsiderSet currently tracks 229 institutional managers reporting BSCV 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 BSCV shareholders.
How much BSCV stock do institutions own?
Institutional investment managers disclosed approximately $1.45B in BSCV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSCV institutional ownership last updated?
The latest BSCV 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 BSCV 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 BSCV position after the reporting date.
Are institutions buying or selling BSCV?
Institutional buying and selling can be analyzed by comparing BSCV positions across consecutive 13F reporting periods. InsiderSet's BSCV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSCV ownership changes.
How has BSCV institutional ownership changed over time?
InsiderSet tracks BSCV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.