BSCX Institutional Ownership & Shareholders
INVESCO BUL SHRS 2033 CB ETF (BSCX) is currently held by 133 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $779.62M 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 BSCX tracked by InsiderSet, reporting ownership valued at approximately $167.48M 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 $161.67M, representing an estimated loss of -3.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed BSCX value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Ameriprise Financial Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO BUL SHRS 2033 CB ETF (BSCX).
This page ranks the largest institutional BSCX 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
133
Total Reported Value
$779.62M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$167.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
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 | 1.22% | 7,954,221 | $167,476,123 | $161,670,337 | -$5,805,786 | -3.47% | |
| Ameriprise Financial Inc | 0.02% | 3,537,744 | $74,383,454 | $71,905,001 | -$2,478,453 | -3.33% | |
| Raymond James Financial Inc | 0.02% | 3,416,033 | $71,924,577 | $69,431,212 | -$2,493,365 | -3.47% | |
| Clearstead Advisors, Llc | 0.55% | 2,750,934 | $57,920,915 | $55,913,009 | -$2,007,906 | -3.47% | |
| Lpl Financial Llc | 0.01% | 2,110,150 | $44,429,205 | $42,889,010 | -$1,540,195 | -3.47% | |
| Morgan Stanley | 0.00% | 1,311,679 | $27,617,428 | $26,660,007 | -$957,421 | -3.47% | |
| Ima Advisory Services, Inc. | 1.58% | 1,203,208 | $25,333,558 | $24,455,323 | -$878,235 | -3.47% | |
| Wells Fargo & Company/Mn | 0.00% | 915,739 | $19,280,879 | $18,612,487 | -$668,392 | -3.47% | |
| Invesco Ltd. | 0.00% | 911,142 | $19,184,101 | $18,519,052 | -$665,049 | -3.47% | |
| Janney Montgomery Scott Llc | 0.03% | 666,639 | $14,036,000 | $13,549,504 | -$486,496 | -3.47% | |
| Clark Asset Management, Llc | 0.98% | 670,634 | $13,411,873 | $13,630,703 | +$218,830 | +1.63% | |
| Baird Financial Group, Inc. | 0.02% | 622,811 | $13,113,286 | $12,658,696 | -$454,590 | -3.47% | |
| Goldman Sachs Group Inc | 0.00% | 567,411 | $11,946,839 | $11,532,685 | -$414,154 | -3.47% | |
| Jones Financial Companies Lllp | 0.00% | 534,589 | $11,287,849 | $10,865,575 | -$422,274 | -3.74% | |
| Cookson Peirce & Co Inc | 0.39% | 544,643 | $10,892,207 | $11,069,923 | +$177,716 | +1.63% | |
| Parkway Wealth Management Group, Llc | 1.13% | 489,263 | $9,784,674 | $9,944,319 | +$159,645 | +1.63% | |
| Bcs Wealth Management | 1.70% | 449,212 | $9,458,157 | $9,130,279 | -$327,878 | -3.47% | |
| Bank Of America Corp | 0.00% | 441,183 | $9,289,108 | $8,967,089 | -$322,019 | -3.47% | |
| Royal Bank Of Canada | 0.00% | 398,162 | $8,383,000 | $8,092,682 | -$290,318 | -3.46% | |
| Modern Wealth Management, Llc | 0.09% | 376,705 | $7,931,524 | $7,656,567 | -$274,957 | -3.47% | |
| Marietta Wealth Management, Llc | 0.79% | 371,403 | $7,485,628 | $7,548,803 | +$63,175 | +0.84% | |
| Equitable Holdings, Inc. | 0.04% | 303,093 | $6,381,625 | $6,160,396 | -$221,229 | -3.47% | |
| Osaic Holdings, Inc. | 0.01% | 297,388 | $6,263,020 | $6,044,441 | -$218,579 | -3.49% | |
| Asset Dedication, Llc | 0.38% | 286,678 | $6,036,007 | $5,826,759 | -$209,248 | -3.47% | |
| Northavenue Llc | 3.26% | 231,142 | $4,622,560 | $4,697,984 | +$75,424 | +1.63% | |
| Stephens Inc | 0.05% | 212,785 | $4,480,181 | $4,324,876 | -$155,305 | -3.47% | |
| Northcrest Asset Manangement, Llc | 0.10% | 217,901 | $4,392,892 | $4,428,860 | +$35,968 | +0.82% | |
| Nottingham Advisors, Inc. | 0.53% | 214,248 | $4,303,030 | $4,354,612 | +$51,582 | +1.20% | |
| Lido Advisors, Llc | 0.02% | 201,547 | $4,243,583 | $4,096,463 | -$147,120 | -3.47% | |
| Ledgewood Wealth Advisors, Llc | 2.16% | 196,099 | $3,921,749 | $3,985,732 | +$63,983 | +1.63% | |
| Virtue Asset Management Llc | 2.64% | 193,209 | $3,863,943 | $3,926,992 | +$63,049 | +1.63% | |
| Apollon Wealth Management, Llc | 0.04% | 177,896 | $3,557,708 | $3,615,754 | +$58,046 | +1.63% | |
| Mai Capital Management | 0.01% | 164,142 | $3,456,019 | $3,336,203 | -$119,816 | -3.47% | |
| Envestnet Asset Management Inc | 0.00% | 159,600 | $3,360,384 | $3,243,886 | -$116,498 | -3.47% | |
| Cetera Investment Advisers | 0.00% | 153,991 | $3,242,282 | $3,129,882 | -$112,400 | -3.47% | |
| Carroll Advisory Group, Llc | 0.94% | 148,130 | $2,962,419 | $3,010,757 | +$48,338 | +1.63% | |
| Kestra Advisory Services, Llc | 0.01% | 140,017 | $2,948,049 | $2,845,860 | -$102,189 | -3.47% | |
| Infinity Wealth Counsel, Llc | 2.35% | 145,802 | $2,915,865 | $2,963,440 | +$47,575 | +1.63% | |
| Savvy Advisors, Inc. | 0.06% | 136,118 | $2,865,972 | $2,766,612 | -$99,360 | -3.47% | |
| Jane Street Group, Llc | 0.00% | 136,028 | $2,864,070 | $2,764,783 | -$99,287 | -3.47% | |
| Avior Wealth Management, Llc | 0.07% | 141,241 | $2,824,653 | $2,870,737 | +$46,084 | +1.63% | |
| Mml Investors Services, Llc | 0.01% | 134,082 | $2,823,101 | $2,725,230 | -$97,871 | -3.47% | |
| Addison Advisors Llc | 1.24% | 124,613 | $2,623,728 | $2,532,772 | -$90,956 | -3.47% | |
| Novare Capital Management Llc | 0.18% | 117,620 | $2,476,490 | $2,390,638 | -$85,852 | -3.47% | |
| Leclair Wealth Partners Llc | 1.27% | 116,695 | $2,457,007 | $2,371,838 | -$85,169 | -3.47% | |
| Davis R M Inc | 0.04% | 110,653 | $2,329,804 | $2,249,033 | -$80,771 | -3.47% | |
| Farnam Financial Llc | 1.68% | 112,180 | $2,274,440 | $2,280,070 | +$5,630 | +0.25% | |
| Hub Investment Partners, Llc | 0.04% | 101,642 | $2,140,072 | $2,065,884 | -$74,188 | -3.47% | |
| Ubs Group Ag | 0.00% | 99,795 | $2,101,184 | $2,028,343 | -$72,841 | -3.47% | |
| Rockefeller Capital Management L.P. | 0.00% | 99,425 | $2,093,393 | $2,020,823 | -$72,570 | -3.47% |
Frequently asked questions about BSCX
Who are the largest institutional holders of BSCX?
The largest institutional holders of BSCX reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Ameriprise Financial Inc, Raymond James Financial Inc, Clearstead Advisors, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported BSCX position.
What is BSCX institutional ownership?
This page tracks BSCX positions reported by institutional investment managers through SEC Form 13F. INVESCO BUL SHRS 2033 CB ETF (BSCX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSCX?
InsiderSet currently tracks 133 institutional managers reporting BSCX 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 BSCX shareholders.
How much BSCX stock do institutions own?
Institutional investment managers disclosed approximately $779.62M in BSCX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSCX institutional ownership last updated?
The latest BSCX 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 BSCX 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 BSCX position after the reporting date.
Are institutions buying or selling BSCX?
Institutional buying and selling can be analyzed by comparing BSCX positions across consecutive 13F reporting periods. InsiderSet's BSCX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSCX ownership changes.
How has BSCX institutional ownership changed over time?
InsiderSet tracks BSCX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.