BSCZ Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2035 CB (BSCZ) is currently held by 69 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $168.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of BSCZ tracked by InsiderSet, reporting ownership valued at approximately $42.76M 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 $40.47M, representing an estimated loss of -5.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed BSCZ value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Invesco Ltd., Cookson Peirce & Co Inc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2035 CB (BSCZ).
This page ranks the largest institutional BSCZ 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
69
Total Reported Value
$168.31M
Largest Holder
Raymond James Financial Inc
Largest Position
$42.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 2,089,056 | $42,762,977 | $40,465,015 | -$2,297,962 | -5.37% | |
| Invesco Ltd. | 0.00% | 941,439 | $19,271,259 | $18,235,673 | -$1,035,586 | -5.37% | |
| Cookson Peirce & Co Inc | 0.37% | 542,689 | $11,108,844 | $10,511,886 | -$596,958 | -5.37% | |
| Lpl Financial Llc | 0.00% | 506,383 | $10,365,660 | $9,808,639 | -$557,021 | -5.37% | |
| Carolina Wealth Advisors, Llc | 2.35% | 292,847 | $5,994,578 | $5,672,446 | -$322,132 | -5.37% | |
| Gill Capital Partners, Llc | 1.33% | 244,837 | $5,011,819 | $4,742,493 | -$269,326 | -5.37% | |
| Jones Financial Companies Lllp | 0.00% | 221,385 | $4,546,140 | $4,288,227 | -$257,913 | -5.67% | |
| Clark Asset Management, Llc | 0.34% | 211,938 | $4,338,366 | $4,105,239 | -$233,127 | -5.37% | |
| Stephens Inc | 0.04% | 189,835 | $3,885,928 | $3,677,104 | -$208,824 | -5.37% | |
| Osaic Holdings, Inc. | 0.00% | 177,600 | $3,635,423 | $3,440,112 | -$195,311 | -5.37% | |
| Carroll Advisory Group, Llc | 1.08% | 160,756 | $3,290,674 | $3,113,844 | -$176,830 | -5.37% | |
| Equitable Holdings, Inc. | 0.02% | 160,610 | $3,287,688 | $3,111,016 | -$176,672 | -5.37% | |
| Morgan Stanley | 0.00% | 155,274 | $3,178,459 | $3,007,657 | -$170,802 | -5.37% | |
| Envestnet Asset Management Inc | 0.00% | 145,565 | $2,979,723 | $2,819,594 | -$160,129 | -5.37% | |
| Savvy Advisors, Inc. | 0.06% | 136,922 | $2,802,786 | $2,652,179 | -$150,607 | -5.37% | |
| Bcs Wealth Management | 0.50% | 134,922 | $2,761,851 | $2,613,439 | -$148,412 | -5.37% | |
| Royal Bank Of Canada | 0.00% | 133,501 | $2,733,000 | $2,585,914 | -$147,086 | -5.38% | |
| Citadel Advisors Llc | 0.00% | 132,956 | $2,721,609 | $2,575,358 | -$146,251 | -5.37% | |
| Leclair Wealth Partners Llc | 1.27% | 120,082 | $2,458,070 | $2,325,988 | -$132,082 | -5.37% | |
| Cetera Investment Advisers | 0.00% | 114,293 | $2,339,587 | $2,213,855 | -$125,732 | -5.37% | |
| Infinity Wealth Counsel, Llc | 1.55% | 93,610 | $1,916,197 | $1,813,226 | -$102,971 | -5.37% | |
| Ellevest, Inc. | 0.23% | 93,307 | $1,909,994 | $1,807,357 | -$102,637 | -5.37% | |
| Bank Of America Corp | 0.00% | 86,770 | $1,776,182 | $1,680,735 | -$95,447 | -5.37% | |
| Susquehanna International Group, Llp | 0.00% | 77,986 | $1,596,373 | $1,510,589 | -$85,784 | -5.37% | |
| Butensky & Cohen Financial Security, Inc | 0.38% | 74,316 | $1,521,238 | $1,439,501 | -$81,737 | -5.37% | |
| Golden Reserve Retirement Llc | 0.23% | 70,864 | $1,450,576 | $1,372,636 | -$77,940 | -5.37% | |
| Mml Investors Services, Llc | 0.00% | 65,662 | $1,344,097 | $1,271,873 | -$72,224 | -5.37% | |
| Jane Street Group, Llc | 0.00% | 58,373 | $1,194,895 | $1,130,685 | -$64,210 | -5.37% | |
| Novare Capital Management Llc | 0.08% | 55,821 | $1,142,656 | $1,081,253 | -$61,403 | -5.37% | |
| Atria Investments, Inc | 0.01% | 53,015 | $1,085,215 | $1,026,901 | -$58,314 | -5.37% | |
| Lido Advisors, Llc | 0.00% | 48,621 | $995,272 | $941,789 | -$53,483 | -5.37% | |
| Hub Investment Partners, Llc | 0.02% | 45,470 | $930,767 | $880,754 | -$50,013 | -5.37% | |
| River Wealth Advisors Llc | 0.09% | 42,010 | $859,945 | $813,734 | -$46,211 | -5.37% | |
| Farther Finance Advisors, Llc | 0.01% | 39,976 | $768,627 | $774,335 | +$5,708 | +0.74% | |
| Cfg Wealth Management Services, Inc. | 0.72% | 37,440 | $768,269 | $725,213 | -$43,056 | -5.60% | |
| Asset Dedication, Llc | 0.05% | 36,721 | $751,670 | $711,286 | -$40,384 | -5.37% | |
| J.W. Cole Advisors, Inc. | 0.01% | 33,491 | $685,559 | $648,721 | -$36,838 | -5.37% | |
| Opulen Financial Group Llc | 0.41% | 31,810 | $651,147 | $616,160 | -$34,987 | -5.37% | |
| Concurrent Investment Advisors, Llc | 0.01% | 31,739 | $649,704 | $614,784 | -$34,920 | -5.37% | |
| Davis R M Inc | 0.01% | 30,261 | $619,443 | $586,156 | -$33,287 | -5.37% | |
| Independence Bank Of Kentucky | 0.07% | 29,023 | $594,101 | $562,176 | -$31,925 | -5.37% | |
| Northavenue Llc | 0.42% | 28,890 | $591,369 | $559,599 | -$31,770 | -5.37% | |
| Rockefeller Capital Management L.P. | 0.00% | 25,000 | $511,750 | $484,250 | -$27,500 | -5.37% | |
| Hobbs Group Advisors, Llc | 0.11% | 19,721 | $403,685 | $381,996 | -$21,689 | -5.37% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,283 | $374,250 | $354,142 | -$20,108 | -5.37% | |
| Stifel Financial Corp | 0.00% | 18,084 | $370,165 | $350,287 | -$19,878 | -5.37% | |
| Addison Advisors Llc | 0.16% | 16,316 | $333,989 | $316,041 | -$17,948 | -5.37% | |
| Yankcom Partnership | 0.12% | 16,076 | $329,077 | $311,392 | -$17,685 | -5.37% | |
| Redmond Asset Management, Llc | 0.08% | 15,104 | $309,179 | $292,564 | -$16,615 | -5.37% | |
| Ubs Group Ag | 0.00% | 13,336 | $272,988 | $258,318 | -$14,670 | -5.37% |
Frequently asked questions about BSCZ
Who are the largest institutional holders of BSCZ?
The largest institutional holders of BSCZ reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Invesco Ltd., Cookson Peirce & Co Inc, Lpl Financial Llc, and Carolina Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BSCZ position.
What is BSCZ institutional ownership?
This page tracks BSCZ positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2035 CB (BSCZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSCZ?
InsiderSet currently tracks 69 institutional managers reporting BSCZ 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 BSCZ shareholders.
How much BSCZ stock do institutions own?
Institutional investment managers disclosed approximately $168.31M in BSCZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSCZ institutional ownership last updated?
The latest BSCZ 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 BSCZ 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 BSCZ position after the reporting date.
Are institutions buying or selling BSCZ?
Institutional buying and selling can be analyzed by comparing BSCZ positions across consecutive 13F reporting periods. InsiderSet's BSCZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSCZ ownership changes.
How has BSCZ institutional ownership changed over time?
InsiderSet tracks BSCZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.