INVESCO 2029 HIGH YIELD CORP (BSJT) Top Institutional Shareholders
INVESCO 2029 HIGH YIELD CORP (BSJT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $299.26M in BSJT holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BSJT tracked by InsiderSet, reporting ownership valued at approximately $60.54M in its March 31, 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 $61.04M, representing an estimated gain of +0.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed BSJT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Legacy Financial Group Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO 2029 HIGH YIELD CORP (BSJT).
This page ranks the largest institutional BSJT 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
108
Total Reported Value
$299.26M
Largest Holder
Lpl Financial Llc
Largest Position
$60.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
115
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 2,878,145 | $60,541,774 | $61,038,836 | +$497,062 | +0.82% | |
| Legacy Financial Group Llc | 2.22% | 840,770 | $17,685,600 | $17,830,798 | +$145,198 | +0.82% | |
| Wells Fargo & Company/Mn | 0.00% | 799,650 | $16,820,637 | $16,958,737 | +$138,100 | +0.82% | |
| Equitable Holdings, Inc. | 0.08% | 602,299 | $12,955,451 | $12,773,377 | -$182,074 | -1.41% | |
| Cetera Investment Advisers | 0.01% | 580,655 | $12,214,077 | $12,314,357 | +$100,280 | +0.82% | |
| Ubs Group Ag | 0.00% | 483,657 | $10,173,725 | $10,257,253 | +$83,528 | +0.82% | |
| Leo Wealth, Llc | 0.64% | 418,693 | $8,806,113 | $8,879,516 | +$73,403 | +0.83% | |
| Morgan Stanley | 0.00% | 415,119 | $8,732,040 | $8,803,719 | +$71,679 | +0.82% | |
| Modern Wealth Management, Llc | 0.15% | 408,896 | $8,621,574 | $8,671,744 | +$50,170 | +0.58% | |
| Mercer Global Advisors Inc | 0.01% | 403,580 | $8,489,296 | $8,559,004 | +$69,708 | +0.82% | |
| Iht Wealth Management, Llc | 0.19% | 391,229 | $8,229,512 | $8,297,067 | +$67,555 | +0.82% | |
| Sfe Investment Counsel | 1.23% | 366,124 | $7,701,419 | $7,764,648 | +$63,229 | +0.82% | |
| Osaic Holdings, Inc. | 0.01% | 359,676 | $7,567,514 | $7,627,901 | +$60,387 | +0.80% | |
| Captrust Financial Advisors | 0.01% | 348,291 | $7,326,302 | $7,386,451 | +$60,149 | +0.82% | |
| Ima Advisory Services, Inc. | 0.68% | 330,313 | $6,948,140 | $7,005,179 | +$57,039 | +0.82% | |
| Stablepoint Partners, Llc | 1.00% | 319,190 | $6,714,166 | $6,769,286 | +$55,120 | +0.82% | |
| Banta Asset Management Lp | 6.74% | 318,620 | $6,702,172 | $6,757,197 | +$55,025 | +0.82% | |
| Advisory Alpha, Llc | 0.13% | 217,659 | $4,578,457 | $4,616,047 | +$37,590 | +0.82% | |
| Jones Financial Companies Lllp | 0.00% | 195,551 | $4,066,673 | $4,147,187 | +$80,514 | +1.98% | |
| Raymond James Financial Inc | 0.00% | 186,679 | $3,926,778 | $3,959,032 | +$32,254 | +0.82% | |
| Howard Wealth Management, Llc | 1.64% | 185,057 | $3,892,674 | $3,924,633 | +$31,959 | +0.82% | |
| Jane Street Group, Llc | 0.00% | 180,297 | $3,792,547 | $3,823,685 | +$31,138 | +0.82% | |
| Royal Bank Of Canada | 0.00% | 169,579 | $3,567,000 | $3,596,381 | +$29,381 | +0.82% | |
| Oder Investment Management, Llc | 2.35% | 145,376 | $3,057,984 | $3,083,091 | +$25,107 | +0.82% | |
| Prospera Financial Services Inc | 0.05% | 139,140 | $2,926,733 | $2,950,839 | +$24,106 | +0.82% | |
| Private Client Services, Llc | 0.75% | 119,647 | $2,516,775 | $2,537,438 | +$20,663 | +0.82% | |
| Lbmc Investment Advisors, Llc | 0.15% | 115,497 | $2,429,482 | $2,449,426 | +$19,944 | +0.82% | |
| Commonwealth Equity Services, Llc | 0.00% | 114,892 | $2,416,760 | $2,436,595 | +$19,835 | +0.82% | |
| Bank Of America Corp | 0.00% | 114,534 | $2,409,218 | $2,429,003 | +$19,785 | +0.82% | |
| Ameriprise Financial Inc | 0.00% | 101,965 | $2,144,827 | $2,162,443 | +$17,616 | +0.82% | |
| Moneco Advisors, Llc | 0.15% | 94,924 | $1,996,726 | $2,013,120 | +$16,394 | +0.82% | |
| Independent Advisor Alliance | 0.02% | 80,926 | $1,702,291 | $1,716,254 | +$13,963 | +0.82% | |
| S.E.E.D. Planning Group Llc | 0.47% | 76,770 | $1,614,858 | $1,628,115 | +$13,257 | +0.82% | |
| Pacific Wealth Strategies Group, Inc. | 1.00% | 76,287 | $1,604,697 | $1,617,872 | +$13,175 | +0.82% | |
| Envestnet Asset Management Inc | 0.00% | 71,654 | $1,507,235 | $1,519,617 | +$12,382 | +0.82% | |
| Harbour Investments, Inc. | 0.02% | 70,984 | $1,493,163 | $1,505,407 | +$12,244 | +0.82% | |
| Ashton Thomas Securities, Llc | 0.18% | 69,587 | $1,463,753 | $1,475,780 | +$12,027 | +0.82% | |
| Turning Point Benefit Group, Inc. | 0.91% | 67,706 | $1,432,659 | $1,435,889 | +$3,230 | +0.23% | |
| Hub Investment Partners, Llc | 0.03% | 59,931 | $1,260,649 | $1,270,999 | +$10,350 | +0.82% | |
| Sound Stewardship, Llc | 0.52% | 54,088 | $1,137,732 | $1,147,082 | +$9,350 | +0.82% | |
| Compound Planning, Inc. | 0.03% | 52,446 | $1,103,196 | $1,112,259 | +$9,063 | +0.82% | |
| Seaview Investment Managers Llc | 0.37% | 48,799 | $1,026,487 | $1,034,915 | +$8,428 | +0.82% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 46,663 | $981,556 | $989,615 | +$8,059 | +0.82% | |
| Astoria Portfolio Advisors Llc. | 0.20% | 44,892 | $954,405 | $952,056 | -$2,349 | -0.25% | |
| Ark Wealth Advisors Llc | 0.92% | 44,231 | $930,399 | $938,038 | +$7,639 | +0.82% | |
| Segment Wealth Management, Llc | 0.05% | 42,440 | $892,725 | $900,055 | +$7,330 | +0.82% | |
| Intrua Financial, Llc | 0.09% | 41,337 | $869,524 | $876,663 | +$7,139 | +0.82% | |
| Vermillion & White Wealth Management Group, Llc | 0.63% | 38,204 | $805,340 | $810,219 | +$4,879 | +0.61% | |
| Clearstead Advisors, Llc | 0.01% | 38,112 | $801,678 | $808,268 | +$6,590 | +0.82% | |
| Brookstone Capital Management | 0.01% | 37,298 | $784,572 | $791,005 | +$6,433 | +0.82% |
Frequently asked questions about BSJT
Who owns the most BSJT stock?
The largest holders of BSJT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO 2029 HIGH YIELD CORP (BSJT).
Is BSJT widely held by superinvestors?
Many widely followed stocks like BSJT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSJT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.