BSCW Institutional Ownership & Shareholders
INVSC BULLETSHARES 2032 CORP (BSCW) is currently held by 175 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.20B 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 BSCW tracked by InsiderSet, reporting ownership valued at approximately $182.57M 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 $176.76M, representing an estimated loss of -3.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed BSCW 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 INVSC BULLETSHARES 2032 CORP (BSCW).
This page ranks the largest institutional BSCW 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
175
Total Reported Value
$1.20B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$182.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | 1.33% | 8,901,491 | $182,569,581 | $176,760,467 | -$5,809,114 | -3.18% | |
| Morgan Stanley | 0.01% | 5,864,141 | $120,273,555 | $116,446,593 | -$3,826,962 | -3.18% | |
| Raymond James Financial Inc | 0.03% | 4,852,195 | $99,518,507 | $96,351,977 | -$3,166,530 | -3.18% | |
| Wells Fargo & Company/Mn | 0.01% | 2,721,189 | $55,811,578 | $54,035,738 | -$1,775,840 | -3.18% | |
| Atlantic Union Bankshares Corp | 0.88% | 2,577,411 | $52,862,699 | $51,180,681 | -$1,682,018 | -3.18% | |
| Lpl Financial Llc | 0.01% | 2,408,371 | $49,395,693 | $47,823,986 | -$1,571,707 | -3.18% | |
| Ubs Group Ag | 0.01% | 2,116,835 | $43,416,286 | $42,034,839 | -$1,381,447 | -3.18% | |
| Invesco Ltd. | 0.00% | 1,938,201 | $39,752,511 | $38,487,633 | -$1,264,878 | -3.18% | |
| Hengehold Capital Management Llc | 2.98% | 1,995,450 | $39,080,879 | $39,624,449 | +$543,570 | +1.39% | |
| Foronjy Financial Llc | 8.63% | 1,253,881 | $24,557,253 | $24,898,817 | +$341,564 | +1.39% | |
| Moneco Advisors, Llc | 1.48% | 1,179,623 | $24,194,066 | $23,424,246 | -$769,820 | -3.18% | |
| Royal Bank Of Canada | 0.00% | 1,026,669 | $21,057,000 | $20,386,977 | -$670,023 | -3.18% | |
| Envestnet Asset Management Inc | 0.00% | 1,015,609 | $20,830,136 | $20,167,354 | -$662,782 | -3.18% | |
| Clark Asset Management, Llc | 1.28% | 892,618 | $17,481,917 | $17,725,073 | +$243,156 | +1.39% | |
| Capital Investment Counsel, Llc | 2.13% | 877,588 | $17,187,562 | $17,426,616 | +$239,054 | +1.39% | |
| Baird Financial Group, Inc. | 0.02% | 835,672 | $17,139,633 | $16,594,273 | -$545,360 | -3.18% | |
| Bank Of America Corp | 0.00% | 718,889 | $14,744,407 | $14,275,266 | -$469,141 | -3.18% | |
| &Partners | 0.06% | 691,058 | $14,173,591 | $13,722,615 | -$450,976 | -3.18% | |
| Strategic Financial Group, Llc | 13.23% | 697,281 | $13,656,249 | $13,846,188 | +$189,939 | +1.39% | |
| Legacy Financial Group Llc | 1.31% | 567,841 | $11,646,420 | $11,275,846 | -$370,574 | -3.18% | |
| Gill Capital Partners, Llc | 3.07% | 572,671 | $11,215,762 | $11,371,757 | +$155,995 | +1.39% | |
| Cookson Peirce & Co Inc | 0.40% | 559,677 | $10,961,273 | $11,113,730 | +$152,457 | +1.39% | |
| Avior Wealth Management, Llc | 0.28% | 544,716 | $10,668,272 | $10,816,643 | +$148,371 | +1.39% | |
| Sequoia Financial Advisors | 0.05% | 512,884 | $10,519,251 | $10,184,543 | -$334,708 | -3.18% | |
| Osaic Holdings, Inc. | 0.01% | 499,978 | $10,254,533 | $9,928,263 | -$326,270 | -3.18% | |
| Jones Financial Companies Lllp | 0.00% | 481,288 | $9,888,067 | $9,557,128 | -$330,939 | -3.35% | |
| Mai Capital Management | 0.04% | 472,071 | $9,682,182 | $9,374,103 | -$308,079 | -3.18% | |
| Janney Montgomery Scott Llc | 0.02% | 468,056 | $9,600,000 | $9,294,375 | -$305,625 | -3.18% | |
| Cornerstone Planning, Llc | 1.96% | 471,083 | $9,550,032 | $9,354,484 | -$195,548 | -2.05% | |
| Lido Advisors, Llc | 0.03% | 416,112 | $8,534,464 | $8,262,902 | -$271,562 | -3.18% | |
| Modern Wealth Management, Llc | 0.09% | 386,808 | $7,933,433 | $7,681,001 | -$252,432 | -3.18% | |
| Truist Financial Corp | 0.01% | 398,918 | $7,812,819 | $7,921,474 | +$108,655 | +1.39% | |
| Asset Dedication, Llc | 0.49% | 380,309 | $7,800,143 | $7,551,948 | -$248,195 | -3.18% | |
| Marietta Wealth Management, Llc | 0.82% | 394,930 | $7,782,096 | $7,842,283 | +$60,187 | +0.77% | |
| Mml Investors Services, Llc | 0.02% | 367,639 | $7,540,271 | $7,300,355 | -$239,916 | -3.18% | |
| Clearstead Advisors, Llc | 0.06% | 301,004 | $6,173,591 | $5,977,157 | -$196,434 | -3.18% | |
| Goepper Burkhardt Llc | 1.79% | 290,056 | $5,949,049 | $5,759,758 | -$189,291 | -3.18% | |
| Decker Wealth Management Llc | 1.11% | 279,855 | $5,480,954 | $5,557,193 | +$76,239 | +1.39% | |
| Apollon Wealth Management, Llc | 0.06% | 275,571 | $5,397,055 | $5,472,124 | +$75,069 | +1.39% | |
| Vista Investment Management | 1.62% | 262,405 | $5,381,927 | $5,210,681 | -$171,246 | -3.18% | |
| Bcs Wealth Management | 0.93% | 251,567 | $5,159,643 | $4,995,467 | -$164,176 | -3.18% | |
| Northavenue Llc | 3.55% | 256,777 | $5,028,972 | $5,098,924 | +$69,952 | +1.39% | |
| Stephens Inc | 0.05% | 234,510 | $4,809,792 | $4,656,759 | -$153,033 | -3.18% | |
| Straight Path Wealth Management | 1.00% | 230,024 | $4,505,011 | $4,567,679 | +$62,668 | +1.39% | |
| Cetera Investment Advisers | 0.00% | 206,840 | $4,242,299 | $4,107,305 | -$134,994 | -3.18% | |
| Ameriprise Financial Inc | 0.00% | 188,157 | $3,859,089 | $3,736,309 | -$122,780 | -3.18% | |
| Carroll Advisory Group, Llc | 1.17% | 189,497 | $3,711,296 | $3,762,918 | +$51,622 | +1.39% | |
| Carnegie Investment Counsel | 0.07% | 189,310 | $3,707,637 | $3,759,204 | +$51,567 | +1.39% | |
| Ledgewood Wealth Advisors, Llc | 1.88% | 174,170 | $3,411,112 | $3,458,563 | +$47,451 | +1.39% | |
| Dynamic Advisor Solutions Llc | 0.10% | 172,482 | $3,378,061 | $3,425,044 | +$46,983 | +1.39% |
Frequently asked questions about BSCW
Who are the largest institutional holders of BSCW?
The largest institutional holders of BSCW reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/Mn, and Atlantic Union Bankshares Corp. InsiderSet ranks institutional holders by their latest reported BSCW position.
What is BSCW institutional ownership?
This page tracks BSCW positions reported by institutional investment managers through SEC Form 13F. INVSC BULLETSHARES 2032 CORP (BSCW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSCW?
InsiderSet currently tracks 175 institutional managers reporting BSCW 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 BSCW shareholders.
How much BSCW stock do institutions own?
Institutional investment managers disclosed approximately $1.20B in BSCW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSCW institutional ownership last updated?
The latest BSCW 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 BSCW 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 BSCW position after the reporting date.
Are institutions buying or selling BSCW?
Institutional buying and selling can be analyzed by comparing BSCW positions across consecutive 13F reporting periods. InsiderSet's BSCW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSCW ownership changes.
How has BSCW institutional ownership changed over time?
InsiderSet tracks BSCW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.