BSJQ Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2026 HI (BSJQ) is currently held by 179 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $546.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BSJQ tracked by InsiderSet, reporting ownership valued at approximately $44.19M 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 $43.92M, representing an estimated loss of -0.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed BSJQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Mirador Capital Partners Lp, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2026 HI (BSJQ).
This page ranks the largest institutional BSJQ 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
179
Total Reported Value
$546.65M
Largest Holder
Lpl Financial Llc
Largest Position
$44.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,925,101 | $44,190,693 | $43,921,179 | -$269,514 | -0.61% | |
| Morgan Stanley | 0.00% | 1,362,754 | $31,282,024 | $31,091,233 | -$190,791 | -0.61% | |
| Mirador Capital Partners Lp | 3.54% | 1,331,615 | $30,394,125 | $30,380,796 | -$13,329 | -0.04% | |
| Cetera Investment Advisers | 0.03% | 1,236,482 | $28,383,457 | $28,210,337 | -$173,120 | -0.61% | |
| Jaffetilchin Investment Partners, Llc | 1.24% | 1,015,679 | $23,314,916 | $23,172,716 | -$142,200 | -0.61% | |
| Wells Fargo & Company/Mn | 0.00% | 924,269 | $21,216,608 | $21,087,197 | -$129,411 | -0.61% | |
| Osaic Holdings, Inc. | 0.02% | 845,074 | $19,402,584 | $19,280,363 | -$122,221 | -0.63% | |
| Citadel Advisors Llc | 0.01% | 830,303 | $19,059,605 | $18,943,363 | -$116,242 | -0.61% | |
| Mercer Global Advisors Inc | 0.02% | 598,587 | $13,740,572 | $13,656,762 | -$83,810 | -0.61% | |
| Ubs Group Ag | 0.00% | 598,155 | $13,730,648 | $13,646,906 | -$83,742 | -0.61% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.08% | 560,867 | $12,874,610 | $12,796,181 | -$78,429 | -0.61% | |
| Advisory Alpha, Llc | 0.29% | 507,769 | $11,655,858 | $11,584,750 | -$71,108 | -0.61% | |
| Parkway Wealth Management Group, Llc | 1.18% | 448,803 | $10,243,926 | $10,239,440 | -$4,486 | -0.04% | |
| Envestnet Asset Management Inc | 0.00% | 432,891 | $9,937,018 | $9,876,408 | -$60,610 | -0.61% | |
| Cornerstone Planning, Llc | 2.03% | 430,871 | $9,876,550 | $9,830,322 | -$46,228 | -0.47% | |
| United Capital Financial Advisors, Llc | 0.05% | 377,575 | $8,669,129 | $8,614,374 | -$54,755 | -0.63% | |
| Delta Investment Management, Llc | 1.37% | 361,418 | $8,296,351 | $8,245,752 | -$50,599 | -0.61% | |
| Ashton Thomas Private Wealth, Llc | 0.16% | 346,868 | $7,917,262 | $7,913,793 | -$3,469 | -0.04% | |
| Lido Advisors, Llc | 0.03% | 343,800 | $7,847,250 | $7,843,797 | -$3,453 | -0.04% | |
| Larson Financial Group Llc | 0.20% | 329,412 | $7,561,658 | $7,515,535 | -$46,123 | -0.61% | |
| Mml Investors Services, Llc | 0.02% | 320,516 | $7,357,451 | $7,312,573 | -$44,878 | -0.61% | |
| Bank Of Montreal | 0.00% | 293,250 | $6,731,554 | $6,690,499 | -$41,055 | -0.61% | |
| Raymond James Financial Inc | 0.00% | 273,030 | $6,267,415 | $6,229,179 | -$38,236 | -0.61% | |
| Commonwealth Equity Services, Llc | 0.01% | 273,140 | $6,234,410 | $6,231,689 | -$2,721 | -0.04% | |
| Cwm, Llc | 0.02% | 266,522 | $6,176,658 | $6,080,699 | -$95,959 | -1.55% | |
| Iht Wealth Management, Llc | 0.12% | 255,611 | $5,867,562 | $5,831,765 | -$35,797 | -0.61% | |
| Milestone Asset Management, Llc | 0.85% | 234,772 | $5,358,672 | $5,356,323 | -$2,349 | -0.04% | |
| Ameriprise Financial Inc | 0.00% | 230,792 | $5,297,819 | $5,265,519 | -$32,300 | -0.61% | |
| Kestra Advisory Services, Llc | 0.01% | 214,368 | $4,892,953 | $4,890,806 | -$2,147 | -0.04% | |
| Verity Asset Management, Inc. | 1.88% | 213,717 | $4,878,076 | $4,875,953 | -$2,123 | -0.04% | |
| Howard Wealth Management, Llc | 1.75% | 212,439 | $4,848,943 | $4,846,796 | -$2,147 | -0.04% | |
| Jones Financial Companies Lllp | 0.00% | 209,063 | $4,796,954 | $4,769,772 | -$27,182 | -0.57% | |
| Foundations Investment Advisors, Llc | 0.05% | 196,417 | $4,508,761 | $4,481,254 | -$27,507 | -0.61% | |
| Banta Asset Management Lp | 3.96% | 194,233 | $4,433,368 | $4,431,426 | -$1,942 | -0.04% | |
| Oder Investment Management, Llc | 2.92% | 189,443 | $4,348,668 | $4,322,142 | -$26,526 | -0.61% | |
| Ark Wealth Advisors Llc | 3.64% | 178,694 | $4,101,921 | $4,076,904 | -$25,017 | -0.61% | |
| Evexia Wealth Llc | 1.09% | 175,895 | $4,027,994 | $4,013,044 | -$14,950 | -0.37% | |
| Stifel Financial Corp | 0.00% | 171,667 | $3,940,595 | $3,916,583 | -$24,012 | -0.61% | |
| Pacific Wealth Strategies Group, Inc. | 2.03% | 163,888 | $3,740,744 | $3,739,105 | -$1,639 | -0.04% | |
| Rpg Family Wealth Advisory, Llc | 0.67% | 162,149 | $3,722,138 | $3,699,429 | -$22,709 | -0.61% | |
| Bank Of America Corp | 0.00% | 153,950 | $3,533,931 | $3,512,369 | -$21,562 | -0.61% | |
| Hb Wealth Management, Llc | 0.02% | 153,820 | $3,510,947 | $3,509,403 | -$1,544 | -0.04% | |
| Legacy Financial Group Llc | 0.38% | 147,878 | $3,394,530 | $3,373,837 | -$20,693 | -0.61% | |
| Sidoxia Capital Management, Llc | 2.37% | 147,768 | $3,372,805 | $3,371,327 | -$1,478 | -0.04% | |
| Private Advisor Group, Llc | 0.01% | 138,166 | $3,171,604 | $3,152,257 | -$19,347 | -0.61% | |
| Prospera Financial Services Inc | 0.04% | 138,475 | $3,159,356 | $3,159,307 | -$49 | -0.00% | |
| Glass Jacobson Investment Advisors Llc | 0.96% | 136,745 | $3,121,195 | $3,119,837 | -$1,358 | -0.04% | |
| Integrated Wealth Concepts Llc | 0.02% | 122,245 | $2,806,144 | $2,789,020 | -$17,124 | -0.61% | |
| Intrua Financial, Llc | 0.26% | 118,931 | $2,714,600 | $2,713,411 | -$1,189 | -0.04% | |
| Strait & Sound Wealth Management Llc | 0.89% | 110,818 | $2,543,827 | $2,528,313 | -$15,514 | -0.61% |
Frequently asked questions about BSJQ
Who are the largest institutional holders of BSJQ?
The largest institutional holders of BSJQ reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Mirador Capital Partners Lp, Cetera Investment Advisers, and Jaffetilchin Investment Partners, Llc. InsiderSet ranks institutional holders by their latest reported BSJQ position.
What is BSJQ institutional ownership?
This page tracks BSJQ positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2026 HI (BSJQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSJQ?
InsiderSet currently tracks 179 institutional managers reporting BSJQ 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 BSJQ shareholders.
How much BSJQ stock do institutions own?
Institutional investment managers disclosed approximately $546.65M in BSJQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSJQ institutional ownership last updated?
The latest BSJQ 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 BSJQ 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 BSJQ position after the reporting date.
Are institutions buying or selling BSJQ?
Institutional buying and selling can be analyzed by comparing BSJQ positions across consecutive 13F reporting periods. InsiderSet's BSJQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSJQ ownership changes.
How has BSJQ institutional ownership changed over time?
InsiderSet tracks BSJQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.