BSJS Institutional Ownership & Shareholders
INVESCO BULLETSHARE 2028 HYC (BSJS) is currently held by 140 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $461.35M 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 BSJS tracked by InsiderSet, reporting ownership valued at approximately $56.16M 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 $55.57M, representing an estimated loss of -1.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed BSJS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Mirador Capital Partners Lp, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARE 2028 HYC (BSJS).
This page ranks the largest institutional BSJS 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
140
Total Reported Value
$461.35M
Largest Holder
Lpl Financial Llc
Largest Position
$56.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
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% | 2,582,802 | $56,163,020 | $55,568,985 | -$594,035 | -1.06% | |
| Raymond James Financial Inc | 0.01% | 1,483,280 | $32,253,928 | $31,912,769 | -$341,159 | -1.06% | |
| Mirador Capital Partners Lp | 3.46% | 1,386,430 | $29,691,656 | $29,829,041 | +$137,385 | +0.46% | |
| Morgan Stanley | 0.00% | 1,250,796 | $27,198,575 | $26,910,876 | -$287,699 | -1.06% | |
| Wells Fargo & Company/Mn | 0.00% | 1,239,662 | $26,956,448 | $26,671,328 | -$285,120 | -1.06% | |
| Cetera Investment Advisers | 0.02% | 873,931 | $19,003,616 | $18,802,625 | -$200,991 | -1.06% | |
| Osaic Holdings, Inc. | 0.02% | 726,891 | $15,808,839 | $15,639,060 | -$169,779 | -1.07% | |
| Mercer Global Advisors Inc | 0.02% | 629,699 | $13,692,801 | $13,547,974 | -$144,827 | -1.06% | |
| Captrust Financial Advisors | 0.02% | 550,103 | $11,961,990 | $11,835,466 | -$126,524 | -1.06% | |
| Ashton Thomas Private Wealth, Llc | 0.25% | 543,796 | $11,824,844 | $11,699,771 | -$125,073 | -1.06% | |
| Hub Investment Partners, Llc | 0.21% | 514,180 | $11,180,853 | $11,062,583 | -$118,270 | -1.06% | |
| Parkway Wealth Management Group, Llc | 1.17% | 474,399 | $10,159,678 | $10,206,694 | +$47,016 | +0.46% | |
| Ubs Group Ag | 0.00% | 454,105 | $9,874,513 | $9,770,069 | -$104,444 | -1.06% | |
| Sfe Investment Counsel | 1.15% | 391,812 | $8,391,007 | $8,429,835 | +$38,828 | +0.46% | |
| Advisory Alpha, Llc | 0.17% | 327,100 | $7,112,793 | $7,037,557 | -$75,237 | -1.06% | |
| Banta Asset Management Lp | 6.34% | 331,320 | $7,095,516 | $7,128,350 | +$32,834 | +0.46% | |
| Verity Asset Management, Inc. | 2.67% | 322,388 | $6,904,237 | $6,936,178 | +$31,941 | +0.46% | |
| Ameriprise Financial Inc | 0.00% | 304,230 | $6,613,418 | $6,545,508 | -$67,910 | -1.03% | |
| Commonwealth Equity Services, Llc | 0.01% | 291,124 | $6,234,680 | $6,263,533 | +$28,853 | +0.46% | |
| Collective Family Office Llc | 1.22% | 275,957 | $5,909,865 | $5,937,215 | +$27,350 | +0.46% | |
| Envestnet Asset Management Inc | 0.00% | 235,729 | $5,125,917 | $5,071,709 | -$54,208 | -1.06% | |
| Gpm Growth Investors, Inc. | 2.16% | 239,008 | $5,118,571 | $5,142,257 | +$23,686 | +0.46% | |
| Jones Financial Companies Lllp | 0.00% | 235,148 | $5,115,636 | $5,059,209 | -$56,427 | -1.10% | |
| Mml Investors Services, Llc | 0.01% | 230,713 | $5,016,855 | $4,963,790 | -$53,065 | -1.06% | |
| Howard Wealth Management, Llc | 1.70% | 220,212 | $4,716,052 | $4,737,861 | +$21,809 | +0.46% | |
| Jane Street Group, Llc | 0.00% | 214,541 | $4,665,194 | $4,615,850 | -$49,344 | -1.06% | |
| Intrua Financial, Llc | 0.44% | 211,300 | $4,525,189 | $4,546,120 | +$20,931 | +0.46% | |
| Bank Of America Corp | 0.00% | 205,059 | $4,458,999 | $4,411,844 | -$47,155 | -1.06% | |
| Royal Bank Of Canada | 0.00% | 200,397 | $4,358,000 | $4,311,541 | -$46,459 | -1.07% | |
| Tower Research Capital Llc (Trc) | 0.09% | 178,219 | $3,875,372 | $3,834,382 | -$40,990 | -1.06% | |
| Pacific Wealth Strategies Group, Inc. | 1.99% | 171,182 | $3,666,017 | $3,682,981 | +$16,964 | +0.46% | |
| Prospera Financial Services Inc | 0.05% | 152,568 | $3,317,815 | $3,282,501 | -$35,314 | -1.06% | |
| Sidoxia Capital Management, Llc | 2.14% | 142,439 | $3,050,459 | $3,064,575 | +$14,116 | +0.46% | |
| Oder Investment Management, Llc | 1.99% | 135,898 | $2,955,118 | $2,923,845 | -$31,273 | -1.06% | |
| Accurate Wealth Management, Llc | 0.23% | 122,923 | $2,646,544 | $2,644,688 | -$1,856 | -0.07% | |
| Equitable Holdings, Inc. | 0.02% | 121,236 | $2,636,278 | $2,608,393 | -$27,885 | -1.06% | |
| Altium Investment Strategies Llc | 3.01% | 122,348 | $2,634,165 | $2,632,317 | -$1,848 | -0.07% | |
| Lbmc Investment Advisors, Llc | 0.13% | 111,946 | $2,434,257 | $2,408,518 | -$25,739 | -1.06% | |
| Turning Point Benefit Group, Inc. | 0.98% | 112,072 | $2,403,238 | $2,411,229 | +$7,991 | +0.33% | |
| Strait & Sound Wealth Management Llc | 0.84% | 109,848 | $2,388,645 | $2,363,380 | -$25,265 | -1.06% | |
| Glass Jacobson Investment Advisors Llc | 0.73% | 110,753 | $2,371,877 | $2,382,851 | +$10,974 | +0.46% | |
| Stifel Financial Corp | 0.00% | 103,215 | $2,244,420 | $2,220,671 | -$23,749 | -1.06% | |
| Invesco Ltd. | 0.00% | 93,835 | $2,040,442 | $2,018,860 | -$21,582 | -1.06% | |
| S.E.E.D. Planning Group Llc | 0.49% | 93,699 | $2,006,649 | $2,015,934 | +$9,285 | +0.46% | |
| Ironwood Financial, Llc | 0.29% | 88,045 | $1,885,570 | $1,894,288 | +$8,718 | +0.46% | |
| Newedge Advisors, Llc | 0.00% | 74,831 | $1,627,214 | $1,609,989 | -$17,225 | -1.06% | |
| Compound Planning, Inc. | 0.04% | 74,175 | $1,612,936 | $1,595,875 | -$17,061 | -1.06% | |
| Independent Wealth Advisors Llc | 1.32% | 74,143 | $1,587,847 | $1,595,187 | +$7,340 | +0.46% | |
| Blue Capital, Inc. | 0.94% | 70,578 | $1,511,491 | $1,518,486 | +$6,995 | +0.46% | |
| Fca Corp | 0.37% | 69,274 | $1,506,366 | $1,490,430 | -$15,936 | -1.06% |
Frequently asked questions about BSJS
Who are the largest institutional holders of BSJS?
The largest institutional holders of BSJS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Raymond James Financial Inc, Mirador Capital Partners Lp, Morgan Stanley, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported BSJS position.
What is BSJS institutional ownership?
This page tracks BSJS positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARE 2028 HYC (BSJS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSJS?
InsiderSet currently tracks 140 institutional managers reporting BSJS 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 BSJS shareholders.
How much BSJS stock do institutions own?
Institutional investment managers disclosed approximately $461.35M in BSJS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSJS institutional ownership last updated?
The latest BSJS 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 BSJS 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 BSJS position after the reporting date.
Are institutions buying or selling BSJS?
Institutional buying and selling can be analyzed by comparing BSJS positions across consecutive 13F reporting periods. InsiderSet's BSJS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSJS ownership changes.
How has BSJS institutional ownership changed over time?
InsiderSet tracks BSJS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.