INVSC BULLETSHARES 2030 HYLD (BSJU) Top Institutional Shareholders
INVSC BULLETSHARES 2030 HYLD (BSJU) 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 $147.26M in BSJU holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BSJU tracked by InsiderSet, reporting ownership valued at approximately $15.98M 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 $16.13M, representing an estimated gain of +1.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed BSJU value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Legacy Financial Group Llc, Mercer Global Advisors Inc, and several other long-term asset managers with concentrated positions in INVSC BULLETSHARES 2030 HYLD (BSJU).
This page ranks the largest institutional BSJU 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
73
Total Reported Value
$147.26M
Largest Holder
Lpl Financial Llc
Largest Position
$15.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 624,275 | $15,975,208 | $16,134,387 | +$159,179 | +1.00% | |
| Legacy Financial Group Llc | 1.81% | 560,883 | $14,352,999 | $14,496,021 | +$143,022 | +1.00% | |
| Mercer Global Advisors Inc | 0.01% | 378,417 | $9,683,681 | $9,780,187 | +$96,506 | +1.00% | |
| Trinity Legacy Partners, Llc | 2.04% | 362,263 | $9,417,614 | $9,362,687 | -$54,927 | -0.58% | |
| Equitable Holdings, Inc. | 0.06% | 334,660 | $8,736,299 | $8,649,288 | -$87,011 | -1.00% | |
| Rpg Family Wealth Advisory, Llc | 1.71% | 301,018 | $7,703,042 | $7,779,810 | +$76,768 | +1.00% | |
| Sfe Investment Counsel | 1.03% | 250,489 | $6,410,014 | $6,473,888 | +$63,874 | +1.00% | |
| Gpm Growth Investors, Inc. | 2.35% | 217,988 | $5,578,313 | $5,633,900 | +$55,587 | +1.00% | |
| Morgan Stanley | 0.00% | 201,606 | $5,159,107 | $5,210,507 | +$51,400 | +1.00% | |
| Cetera Investment Advisers | 0.00% | 173,308 | $4,434,956 | $4,479,145 | +$44,189 | +1.00% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 173,188 | $4,431,876 | $4,476,044 | +$44,168 | +1.00% | |
| Osaic Holdings, Inc. | 0.01% | 149,363 | $3,822,226 | $3,860,287 | +$38,061 | +1.00% | |
| Advisory Alpha, Llc | 0.10% | 146,571 | $3,750,752 | $3,788,127 | +$37,375 | +1.00% | |
| Howard Wealth Management, Llc | 1.55% | 143,898 | $3,682,350 | $3,719,044 | +$36,694 | +1.00% | |
| Raymond James Financial Inc | 0.00% | 139,983 | $3,582,159 | $3,617,861 | +$35,702 | +1.00% | |
| Ameriprise Financial Inc | 0.00% | 132,612 | $3,393,647 | $3,427,357 | +$33,710 | +0.99% | |
| Commonwealth Equity Services, Llc | 0.00% | 126,905 | $3,247,500 | $3,279,860 | +$32,360 | +1.00% | |
| Jones Financial Companies Lllp | 0.00% | 113,577 | $2,868,502 | $2,935,398 | +$66,896 | +2.33% | |
| Wells Fargo & Company/Mn | 0.00% | 110,356 | $2,824,006 | $2,852,151 | +$28,145 | +1.00% | |
| Milestones Private Investment Advisors Llc | 2.07% | 91,865 | $2,350,825 | $2,374,251 | +$23,426 | +1.00% | |
| Lbmc Investment Advisors, Llc | 0.14% | 91,089 | $2,330,959 | $2,354,195 | +$23,236 | +1.00% | |
| Harbour Investments, Inc. | 0.03% | 78,053 | $1,997,401 | $2,017,280 | +$19,879 | +1.00% | |
| Prospera Financial Services Inc | 0.03% | 66,752 | $1,708,136 | $1,725,205 | +$17,069 | +1.00% | |
| Altrius Capital Management Inc | 0.30% | 59,726 | $1,528,388 | $1,543,618 | +$15,230 | +1.00% | |
| Bank Of America Corp | 0.00% | 58,070 | $1,486,011 | $1,500,819 | +$14,808 | +1.00% | |
| Turning Point Benefit Group, Inc. | 0.94% | 57,341 | $1,479,971 | $1,481,978 | +$2,007 | +0.14% | |
| Independent Advisor Alliance | 0.01% | 53,694 | $1,374,029 | $1,387,721 | +$13,692 | +1.00% | |
| Brookstone Capital Management | 0.01% | 30,651 | $784,349 | $792,175 | +$7,826 | +1.00% | |
| Axim Planning & Wealth | 0.85% | 27,114 | $693,847 | $700,761 | +$6,914 | +1.00% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.01% | 26,296 | $672,916 | $679,620 | +$6,704 | +1.00% | |
| Ubs Group Ag | 0.00% | 25,373 | $649,295 | $655,765 | +$6,470 | +1.00% | |
| Ark Wealth Advisors Llc | 0.62% | 24,291 | $621,607 | $627,801 | +$6,194 | +1.00% | |
| Mgo One Seven Llc | 0.01% | 23,307 | $596,445 | $602,369 | +$5,924 | +0.99% | |
| Private Advisory Group Llc | 0.04% | 23,201 | $593,714 | $599,630 | +$5,916 | +1.00% | |
| Royal Bank Of Canada | 0.00% | 22,454 | $575,000 | $580,324 | +$5,324 | +0.93% | |
| Envestnet Asset Management Inc | 0.00% | 22,016 | $563,379 | $569,004 | +$5,625 | +1.00% | |
| Leo Wealth, Llc | 0.04% | 21,043 | $541,695 | $543,856 | +$2,161 | +0.40% | |
| Hub Investment Partners, Llc | 0.01% | 18,930 | $484,416 | $489,246 | +$4,830 | +1.00% | |
| Vestgen Advisors, Llc | 0.01% | 17,688 | $457,490 | $457,146 | -$344 | -0.08% | |
| Segment Wealth Management, Llc | 0.03% | 17,730 | $453,711 | $458,232 | +$4,521 | +1.00% | |
| 4Thought Financial Group Inc. | 0.21% | 16,217 | $415,005 | $419,128 | +$4,123 | +0.99% | |
| Moneco Advisors, Llc | 0.03% | 15,775 | $403,682 | $407,705 | +$4,023 | +1.00% | |
| Ascentis Independent Advisors | 0.03% | 15,648 | $400,432 | $404,423 | +$3,991 | +1.00% | |
| Alphastar Capital Management, Llc | 0.03% | 14,928 | $382,008 | $385,814 | +$3,806 | +1.00% | |
| Alaska Wealth Advisors, Llc | 0.05% | 14,813 | $379,073 | $382,842 | +$3,769 | +0.99% | |
| Clearstead Advisors, Llc | 0.00% | 14,374 | $367,833 | $371,496 | +$3,663 | +1.00% | |
| Topsail Wealth Management, Llc | 0.05% | 14,147 | $362,022 | $365,629 | +$3,607 | +1.00% | |
| Citadel Advisors Llc | 0.00% | 13,809 | $353,372 | $356,894 | +$3,522 | +1.00% | |
| Net Worth Advisory Group | 0.07% | 13,534 | $346,324 | $349,786 | +$3,462 | +1.00% | |
| Farther Finance Advisors, Llc | 0.00% | 13,077 | $335,567 | $337,975 | +$2,408 | +0.72% |
Frequently asked questions about BSJU
Who owns the most BSJU stock?
The largest holders of BSJU 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 INVSC BULLETSHARES 2030 HYLD (BSJU).
Is BSJU widely held by superinvestors?
Many widely followed stocks like BSJU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSJU 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.