BSJT Institutional Ownership & Shareholders
INVESCO 2029 HIGH YIELD CORP (BSJT) is currently held by 124 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $334.69M 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 BSJT tracked by InsiderSet, reporting ownership valued at approximately $67.41M 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 $66.00M, representing an estimated loss of -2.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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
124
Total Reported Value
$334.69M
Largest Holder
Lpl Financial Llc
Largest Position
$67.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
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% | 3,190,068 | $67,406,132 | $66,002,507 | -$1,403,625 | -2.08% | |
| Legacy Financial Group Llc | 2.18% | 916,872 | $19,373,499 | $18,970,082 | -$403,417 | -2.08% | |
| Wells Fargo & Company/Mn | 0.00% | 854,287 | $18,051,084 | $17,675,198 | -$375,886 | -2.08% | |
| Cetera Investment Advisers | 0.01% | 733,237 | $15,493,287 | $15,170,674 | -$322,613 | -2.08% | |
| Raymond James Financial Inc | 0.00% | 530,950 | $11,218,966 | $10,985,356 | -$233,611 | -2.08% | |
| Ubs Group Ag | 0.00% | 493,312 | $10,423,683 | $10,206,625 | -$217,058 | -2.08% | |
| Equitable Holdings, Inc. | 0.06% | 477,171 | $10,082,614 | $9,872,668 | -$209,946 | -2.08% | |
| Morgan Stanley | 0.00% | 476,655 | $10,071,755 | $9,861,992 | -$209,763 | -2.08% | |
| Osaic Holdings, Inc. | 0.01% | 429,143 | $9,068,225 | $8,878,969 | -$189,256 | -2.09% | |
| Mercer Global Advisors Inc | 0.01% | 425,062 | $8,981,563 | $8,794,533 | -$187,030 | -2.08% | |
| Modern Wealth Management, Llc | 0.10% | 413,738 | $8,742,289 | $8,560,239 | -$182,050 | -2.08% | |
| Avior Wealth Management, Llc | 0.23% | 415,930 | $8,591,039 | $8,605,592 | +$14,553 | +0.17% | |
| Sfe Investment Counsel | 1.10% | 391,328 | $8,082,880 | $8,096,576 | +$13,696 | +0.17% | |
| Stablepoint Partners, Llc | 1.00% | 340,722 | $7,199,462 | $7,049,538 | -$149,924 | -2.08% | |
| Banta Asset Management Lp | 5.94% | 321,670 | $6,644,094 | $6,655,352 | +$11,258 | +0.17% | |
| Iht Wealth Management, Llc | 0.12% | 273,721 | $5,783,721 | $5,663,287 | -$120,434 | -2.08% | |
| Captrust Financial Advisors | 0.01% | 261,376 | $5,522,875 | $5,407,869 | -$115,006 | -2.08% | |
| Advisory Alpha, Llc | 0.12% | 229,603 | $4,851,531 | $4,750,486 | -$101,045 | -2.08% | |
| Jones Financial Companies Lllp | 0.00% | 221,527 | $4,670,892 | $4,583,394 | -$87,498 | -1.87% | |
| Howard Wealth Management, Llc | 1.64% | 220,052 | $4,545,175 | $4,552,876 | +$7,701 | +0.17% | |
| Royal Bank Of Canada | 0.00% | 176,754 | $3,735,000 | $3,657,040 | -$77,960 | -2.09% | |
| Oder Investment Management, Llc | 2.44% | 172,234 | $3,639,304 | $3,563,521 | -$75,783 | -2.08% | |
| Pacific Wealth Strategies Group, Inc. | 1.91% | 170,303 | $3,517,609 | $3,523,569 | +$5,960 | +0.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 160,291 | $3,310,810 | $3,316,421 | +$5,611 | +0.17% | |
| F/M Investments Llc | 0.16% | 146,475 | $3,095,017 | $3,030,568 | -$64,449 | -2.08% | |
| Prospera Financial Services Inc | 0.04% | 140,130 | $2,960,875 | $2,899,290 | -$61,585 | -2.08% | |
| Sidoxia Capital Management, Llc | 1.98% | 136,345 | $2,816,206 | $2,820,978 | +$4,772 | +0.17% | |
| Ameriprise Financial Inc | 0.00% | 128,185 | $2,706,539 | $2,652,148 | -$54,391 | -2.01% | |
| Bank Of America Corp | 0.00% | 120,133 | $2,538,413 | $2,485,552 | -$52,861 | -2.08% | |
| Lbmc Investment Advisors, Llc | 0.13% | 115,583 | $2,442,264 | $2,391,412 | -$50,852 | -2.08% | |
| Turning Point Benefit Group, Inc. | 0.98% | 115,860 | $2,393,274 | $2,397,143 | +$3,869 | +0.16% | |
| Tower Research Capital Llc (Trc) | 0.05% | 99,217 | $2,096,455 | $2,052,800 | -$43,655 | -2.08% | |
| Moneco Advisors, Llc | 0.12% | 93,213 | $1,969,591 | $1,928,577 | -$41,014 | -2.08% | |
| Insigneo Advisory Services, Llc | 0.07% | 91,705 | $1,937,727 | $1,897,376 | -$40,351 | -2.08% | |
| S.E.E.D. Planning Group Llc | 0.47% | 93,274 | $1,926,576 | $1,929,839 | +$3,263 | +0.17% | |
| Private Client Services, Llc | 0.44% | 78,519 | $1,621,811 | $1,624,558 | +$2,747 | +0.17% | |
| Newedge Advisors, Llc | 0.00% | 75,177 | $1,588,485 | $1,555,412 | -$33,073 | -2.08% | |
| Harbour Investments, Inc. | 0.02% | 71,895 | $1,519,151 | $1,487,508 | -$31,643 | -2.08% | |
| Blue Capital, Inc. | 0.94% | 73,434 | $1,516,779 | $1,519,349 | +$2,570 | +0.17% | |
| Ashton Thomas Securities, Llc | 0.16% | 71,299 | $1,472,674 | $1,475,176 | +$2,502 | +0.17% | |
| Envestnet Asset Management Inc | 0.00% | 68,165 | $1,440,322 | $1,410,334 | -$29,988 | -2.08% | |
| Seaview Investment Managers Llc | 0.43% | 67,629 | $1,429,001 | $1,399,244 | -$29,757 | -2.08% | |
| Sound Stewardship, Llc | 0.56% | 66,655 | $1,376,761 | $1,379,092 | +$2,331 | +0.17% | |
| Hub Investment Partners, Llc | 0.02% | 62,312 | $1,316,646 | $1,289,235 | -$27,411 | -2.08% | |
| Verity Asset Management, Inc. | 0.47% | 59,516 | $1,229,298 | $1,231,386 | +$2,088 | +0.17% | |
| Independent Wealth Advisors Llc | 0.95% | 55,674 | $1,149,948 | $1,151,895 | +$1,947 | +0.17% | |
| Old Mission Capital Llc | 0.03% | 54,139 | $1,143,957 | $1,120,136 | -$23,821 | -2.08% | |
| Compound Planning, Inc. | 0.03% | 52,624 | $1,111,935 | $1,088,791 | -$23,144 | -2.08% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 51,801 | $1,069,950 | $1,071,763 | +$1,813 | +0.17% | |
| Altrius Capital Management Inc | 0.20% | 50,434 | $1,065,670 | $1,043,479 | -$22,191 | -2.08% |
Frequently asked questions about BSJT
Who are the largest institutional holders of BSJT?
The largest institutional holders of BSJT reported in the latest SEC Form 13F filings include Lpl Financial Llc, Legacy Financial Group Llc, Wells Fargo & Company/Mn, Cetera Investment Advisers, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported BSJT position.
What is BSJT institutional ownership?
This page tracks BSJT positions reported by institutional investment managers through SEC Form 13F. INVESCO 2029 HIGH YIELD CORP (BSJT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSJT?
InsiderSet currently tracks 124 institutional managers reporting BSJT 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 BSJT shareholders.
How much BSJT stock do institutions own?
Institutional investment managers disclosed approximately $334.69M in BSJT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSJT institutional ownership last updated?
The latest BSJT 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 BSJT 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 BSJT position after the reporting date.
Are institutions buying or selling BSJT?
Institutional buying and selling can be analyzed by comparing BSJT positions across consecutive 13F reporting periods. InsiderSet's BSJT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSJT ownership changes.
How has BSJT institutional ownership changed over time?
InsiderSet tracks BSJT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.