BSCY Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2034 CB (BSCY) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $409.06M 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 BSCY tracked by InsiderSet, reporting ownership valued at approximately $72.61M 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 $69.92M, representing an estimated loss of -3.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed BSCY value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Raymond James Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2034 CB (BSCY).
This page ranks the largest institutional BSCY 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
98
Total Reported Value
$409.06M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$72.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
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 | 0.53% | 3,513,762 | $72,611,892 | $69,923,864 | -$2,688,028 | -3.70% | |
| Raymond James Financial Inc | 0.02% | 2,876,236 | $59,437,403 | $57,237,096 | -$2,200,307 | -3.70% | |
| Lpl Financial Llc | 0.01% | 1,410,677 | $29,151,645 | $28,072,472 | -$1,079,173 | -3.70% | |
| Ubs Group Ag | 0.00% | 1,323,555 | $27,351,264 | $26,338,744 | -$1,012,520 | -3.70% | |
| Wells Fargo & Company/Mn | 0.00% | 1,196,292 | $24,721,374 | $23,806,211 | -$915,163 | -3.70% | |
| Invesco Ltd. | 0.00% | 929,003 | $19,197,855 | $18,487,160 | -$710,695 | -3.70% | |
| Cookson Peirce & Co Inc | 0.39% | 548,969 | $10,714,338 | $10,924,483 | +$210,145 | +1.96% | |
| Clark Asset Management, Llc | 0.68% | 474,769 | $9,266,166 | $9,447,903 | +$181,737 | +1.96% | |
| Morgan Stanley | 0.00% | 420,637 | $8,692,464 | $8,370,676 | -$321,788 | -3.70% | |
| Jones Financial Companies Lllp | 0.00% | 384,106 | $7,960,604 | $7,643,709 | -$316,895 | -3.98% | |
| Citadel Advisors Llc | 0.00% | 363,902 | $7,520,035 | $7,241,650 | -$278,385 | -3.70% | |
| Bcs Wealth Management | 1.29% | 346,682 | $7,164,188 | $6,898,972 | -$265,216 | -3.70% | |
| Modern Wealth Management, Llc | 0.08% | 314,604 | $6,501,299 | $6,260,620 | -$240,679 | -3.70% | |
| Jane Street Group, Llc | 0.00% | 293,939 | $6,074,249 | $5,849,386 | -$224,863 | -3.70% | |
| Janney Montgomery Scott Llc | 0.01% | 273,065 | $5,643,000 | $5,433,994 | -$209,007 | -3.70% | |
| Bank Of America Corp | 0.00% | 258,153 | $5,334,726 | $5,137,245 | -$197,481 | -3.70% | |
| Equitable Holdings, Inc. | 0.03% | 240,123 | $4,962,150 | $4,778,448 | -$183,702 | -3.70% | |
| Gill Capital Partners, Llc | 1.36% | 254,104 | $4,959,401 | $5,056,670 | +$97,269 | +1.96% | |
| Mai Capital Management | 0.02% | 229,802 | $4,748,861 | $4,573,060 | -$175,801 | -3.70% | |
| Stephens Inc | 0.05% | 216,612 | $4,476,277 | $4,310,579 | -$165,698 | -3.70% | |
| Osaic Holdings, Inc. | 0.01% | 208,785 | $4,315,566 | $4,154,821 | -$160,745 | -3.72% | |
| Royal Bank Of Canada | 0.00% | 188,296 | $3,891,000 | $3,747,090 | -$143,910 | -3.70% | |
| Asset Dedication, Llc | 0.24% | 186,136 | $3,846,492 | $3,704,106 | -$142,386 | -3.70% | |
| Envestnet Asset Management Inc | 0.00% | 164,306 | $3,395,391 | $3,269,689 | -$125,702 | -3.70% | |
| Cetera Investment Advisers | 0.00% | 158,649 | $3,278,499 | $3,157,115 | -$121,384 | -3.70% | |
| Northavenue Llc | 2.21% | 160,644 | $3,135,322 | $3,196,816 | +$61,494 | +1.96% | |
| Truist Financial Corp | 0.00% | 158,678 | $3,096,945 | $3,157,692 | +$60,747 | +1.96% | |
| Addison Advisors Llc | 1.38% | 141,877 | $2,931,889 | $2,823,352 | -$108,537 | -3.70% | |
| Sigma Investment Counselors Inc | 0.14% | 148,946 | $2,907,009 | $2,964,025 | +$57,016 | +1.96% | |
| Savvy Advisors, Inc. | 0.06% | 137,380 | $2,838,957 | $2,733,862 | -$105,095 | -3.70% | |
| Carroll Advisory Group, Llc | 0.89% | 144,029 | $2,811,035 | $2,866,177 | +$55,142 | +1.96% | |
| Leclair Wealth Partners Llc | 1.27% | 118,822 | $2,455,466 | $2,364,558 | -$90,908 | -3.70% | |
| Avior Wealth Management, Llc | 0.06% | 114,791 | $2,240,402 | $2,284,341 | +$43,939 | +1.96% | |
| Infinity Wealth Counsel, Llc | 1.75% | 111,430 | $2,174,802 | $2,217,457 | +$42,655 | +1.96% | |
| Ellevest, Inc. | 0.23% | 95,323 | $1,969,860 | $1,896,928 | -$72,932 | -3.70% | |
| Ameriprise Financial Inc | 0.00% | 92,302 | $1,907,411 | $1,836,810 | -$70,601 | -3.70% | |
| Moneco Advisors, Llc | 0.11% | 87,578 | $1,809,800 | $1,742,802 | -$66,998 | -3.70% | |
| Novare Capital Management Llc | 0.13% | 85,986 | $1,776,901 | $1,711,121 | -$65,780 | -3.70% | |
| Hub Investment Partners, Llc | 0.03% | 77,526 | $1,602,076 | $1,542,767 | -$59,309 | -3.70% | |
| Butensky & Cohen Financial Security, Inc | 0.38% | 79,722 | $1,555,950 | $1,586,468 | +$30,518 | +1.96% | |
| River Wealth Advisors Llc | 0.16% | 73,793 | $1,524,933 | $1,468,481 | -$56,452 | -3.70% | |
| Private Advisor Group, Llc | 0.01% | 69,456 | $1,435,322 | $1,382,174 | -$53,148 | -3.70% | |
| Golden Reserve Retirement Llc | 0.20% | 71,135 | $1,388,353 | $1,415,587 | +$27,234 | +1.96% | |
| Mml Investors Services, Llc | 0.00% | 67,041 | $1,385,397 | $1,334,116 | -$51,281 | -3.70% | |
| Farnam Financial Llc | 0.96% | 65,675 | $1,300,041 | $1,306,933 | +$6,892 | +0.53% | |
| Rockefeller Capital Management L.P. | 0.00% | 55,100 | $1,138,642 | $1,096,490 | -$42,152 | -3.70% | |
| Lido Advisors, Llc | 0.00% | 48,157 | $995,164 | $958,324 | -$36,840 | -3.70% | |
| G2 Capital Management, Llc / Oh | 0.22% | 50,547 | $986,544 | $1,005,885 | +$19,341 | +1.96% | |
| Sawgrass Asset Management Llc | 0.13% | 47,378 | $979,066 | $942,822 | -$36,244 | -3.70% | |
| J.W. Cole Advisors, Inc. | 0.02% | 46,993 | $971,112 | $935,161 | -$35,951 | -3.70% |
Frequently asked questions about BSCY
Who are the largest institutional holders of BSCY?
The largest institutional holders of BSCY reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Raymond James Financial Inc, Lpl Financial Llc, Ubs Group Ag, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported BSCY position.
What is BSCY institutional ownership?
This page tracks BSCY positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2034 CB (BSCY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSCY?
InsiderSet currently tracks 98 institutional managers reporting BSCY 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 BSCY shareholders.
How much BSCY stock do institutions own?
Institutional investment managers disclosed approximately $409.06M in BSCY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSCY institutional ownership last updated?
The latest BSCY 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 BSCY 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 BSCY position after the reporting date.
Are institutions buying or selling BSCY?
Institutional buying and selling can be analyzed by comparing BSCY positions across consecutive 13F reporting periods. InsiderSet's BSCY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSCY ownership changes.
How has BSCY institutional ownership changed over time?
InsiderSet tracks BSCY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.