BSJU Institutional Ownership & Shareholders
INVSC BULLETSHARES 2030 HYLD (BSJU) is currently held by 77 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $172.95M 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 BSJU tracked by InsiderSet, reporting ownership valued at approximately $26.78M 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 $25.84M, representing an estimated loss of -3.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
77
Total Reported Value
$172.95M
Largest Holder
Lpl Financial Llc
Largest Position
$26.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
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% | 1,037,638 | $26,782,576 | $25,837,186 | -$945,390 | -3.53% | |
| Legacy Financial Group Llc | 1.87% | 645,037 | $16,649,104 | $16,061,421 | -$587,683 | -3.53% | |
| Mercer Global Advisors Inc | 0.01% | 395,164 | $10,199,630 | $9,839,584 | -$360,046 | -3.53% | |
| Trinity Legacy Partners, Llc | 2.00% | 387,313 | $10,012,888 | $9,644,094 | -$368,794 | -3.68% | |
| Equitable Holdings, Inc. | 0.06% | 377,986 | $9,756,240 | $9,411,851 | -$344,389 | -3.53% | |
| Sfe Investment Counsel | 1.02% | 299,916 | $7,458,911 | $7,467,908 | +$8,997 | +0.12% | |
| Osaic Holdings, Inc. | 0.01% | 255,425 | $6,592,758 | $6,360,083 | -$232,676 | -3.53% | |
| Gpm Growth Investors, Inc. | 2.69% | 256,056 | $6,368,113 | $6,375,794 | +$7,681 | +0.12% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 225,239 | $5,813,662 | $5,608,451 | -$205,211 | -3.53% | |
| Morgan Stanley | 0.00% | 222,549 | $5,744,258 | $5,541,470 | -$202,788 | -3.53% | |
| Cetera Investment Advisers | 0.01% | 217,271 | $5,607,992 | $5,410,048 | -$197,944 | -3.53% | |
| Ameriprise Financial Inc | 0.00% | 165,411 | $4,267,057 | $4,118,734 | -$148,323 | -3.48% | |
| Howard Wealth Management, Llc | 1.54% | 171,178 | $4,257,197 | $4,262,332 | +$5,135 | +0.12% | |
| Raymond James Financial Inc | 0.00% | 156,880 | $4,049,235 | $3,906,312 | -$142,923 | -3.53% | |
| Jones Financial Companies Lllp | 0.00% | 154,350 | $3,979,901 | $3,843,315 | -$136,586 | -3.43% | |
| Rpg Family Wealth Advisory, Llc | 0.70% | 149,328 | $3,854,311 | $3,718,267 | -$136,044 | -3.53% | |
| Advisory Alpha, Llc | 0.09% | 148,157 | $3,824,095 | $3,689,109 | -$134,986 | -3.53% | |
| Wells Fargo & Company/Mn | 0.00% | 139,278 | $3,594,911 | $3,468,022 | -$126,889 | -3.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 127,338 | $3,286,730 | $3,170,716 | -$116,014 | -3.53% | |
| Turning Point Benefit Group, Inc. | 0.98% | 96,153 | $2,397,094 | $2,394,210 | -$2,884 | -0.12% | |
| Lbmc Investment Advisors, Llc | 0.13% | 91,126 | $2,352,060 | $2,269,037 | -$83,023 | -3.53% | |
| Milestones Private Investment Advisors Llc | 1.90% | 94,202 | $2,342,804 | $2,345,630 | +$2,826 | +0.12% | |
| Harbour Investments, Inc. | 0.03% | 78,538 | $2,027,142 | $1,955,596 | -$71,546 | -3.53% | |
| Bank Of America Corp | 0.00% | 70,474 | $1,819,005 | $1,754,803 | -$64,202 | -3.53% | |
| Prospera Financial Services Inc | 0.03% | 67,984 | $1,754,708 | $1,692,802 | -$61,906 | -3.53% | |
| Newedge Advisors, Llc | 0.00% | 60,156 | $1,552,692 | $1,497,884 | -$54,808 | -3.53% | |
| Altrius Capital Management Inc | 0.29% | 60,133 | $1,552,098 | $1,497,312 | -$54,786 | -3.53% | |
| Blue Capital, Inc. | 0.94% | 60,576 | $1,506,531 | $1,508,342 | +$1,811 | +0.12% | |
| Royal Bank Of Canada | 0.00% | 30,907 | $798,000 | $769,584 | -$28,416 | -3.56% | |
| Tudor Financial Inc. | 0.31% | 26,723 | $689,739 | $665,403 | -$24,336 | -3.53% | |
| Private Advisory Group Llc | 0.04% | 26,647 | $687,788 | $663,510 | -$24,278 | -3.53% | |
| Ubs Group Ag | 0.00% | 25,645 | $661,923 | $638,561 | -$23,363 | -3.53% | |
| Keel Point, Llc | 0.04% | 25,352 | $654,371 | $631,265 | -$23,106 | -3.53% | |
| Independent Financial Group, Llc | 0.01% | 25,810 | $641,895 | $642,669 | +$774 | +0.12% | |
| Mgo One Seven Llc | 0.01% | 25,479 | $633,658 | $634,427 | +$769 | +0.12% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.01% | 25,231 | $627,506 | $628,252 | +$746 | +0.12% | |
| Brookstone Capital Management | 0.01% | 24,972 | $621,060 | $621,803 | +$743 | +0.12% | |
| Ark Wealth Advisors Llc | 0.54% | 23,497 | $606,483 | $585,075 | -$21,408 | -3.53% | |
| Envestnet Asset Management Inc | 0.00% | 22,546 | $581,944 | $561,395 | -$20,549 | -3.53% | |
| Hub Investment Partners, Llc | 0.01% | 19,555 | $504,729 | $486,920 | -$17,810 | -3.53% | |
| Vestgen Advisors, Llc | 0.02% | 19,868 | $494,106 | $494,713 | +$607 | +0.12% | |
| Segment Wealth Management, Llc | 0.02% | 17,958 | $446,615 | $447,154 | +$539 | +0.12% | |
| 4Thought Financial Group Inc. | 0.21% | 17,011 | $439,084 | $423,574 | -$15,510 | -3.53% | |
| Alphastar Capital Management, Llc | 0.02% | 16,171 | $402,172 | $402,658 | +$486 | +0.12% | |
| Capital Analysts, Llc | 0.01% | 15,479 | $400,000 | $385,427 | -$14,573 | -3.64% | |
| Alaska Wealth Advisors, Llc | 0.04% | 15,072 | $389,025 | $375,293 | -$13,732 | -3.53% | |
| Topsail Wealth Management, Llc | 0.05% | 14,762 | $381,023 | $367,574 | -$13,449 | -3.53% | |
| Citadel Advisors Llc | 0.00% | 14,543 | $375,371 | $362,121 | -$13,250 | -3.53% | |
| Clearstead Advisors, Llc | 0.00% | 14,325 | $369,757 | $356,693 | -$13,065 | -3.53% | |
| Simplicity Wealth,Llc | 0.01% | 14,401 | $358,153 | $358,585 | +$432 | +0.12% |
Frequently asked questions about BSJU
Who are the largest institutional holders of BSJU?
The largest institutional holders of BSJU reported in the latest SEC Form 13F filings include Lpl Financial Llc, Legacy Financial Group Llc, Mercer Global Advisors Inc, Trinity Legacy Partners, Llc, and Equitable Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported BSJU position.
What is BSJU institutional ownership?
This page tracks BSJU positions reported by institutional investment managers through SEC Form 13F. INVSC BULLETSHARES 2030 HYLD (BSJU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSJU?
InsiderSet currently tracks 77 institutional managers reporting BSJU 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 BSJU shareholders.
How much BSJU stock do institutions own?
Institutional investment managers disclosed approximately $172.95M in BSJU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSJU institutional ownership last updated?
The latest BSJU 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 BSJU 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 BSJU position after the reporting date.
Are institutions buying or selling BSJU?
Institutional buying and selling can be analyzed by comparing BSJU positions across consecutive 13F reporting periods. InsiderSet's BSJU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSJU ownership changes.
How has BSJU institutional ownership changed over time?
InsiderSet tracks BSJU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.