INVSCO BL SHR 2031 HY CB ETF (BSJV) Top Institutional Shareholders
INVSCO BL SHR 2031 HY CB ETF (BSJV) 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 $44.30M in BSJV holdings during the latest filing period.
Leo Wealth, Llc is currently the largest disclosed institutional shareholder of BSJV tracked by InsiderSet, reporting ownership valued at approximately $7.34M 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 $7.44M, representing an estimated gain of +1.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed BSJV value among the investors covered in this analysis. Major shareholders include Leo Wealth, Llc, Equitable Holdings, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVSCO BL SHR 2031 HY CB ETF (BSJV).
This page ranks the largest institutional BSJV 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
48
Total Reported Value
$44.30M
Largest Holder
Leo Wealth, Llc
Largest Position
$7.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Leo Wealth, Llc | 0.53% | 282,511 | $7,342,723 | $7,438,515 | +$95,792 | +1.30% | |
| Equitable Holdings, Inc. | 0.05% | 266,874 | $7,125,536 | $7,026,792 | -$98,744 | -1.39% | |
| Lpl Financial Llc | 0.00% | 249,170 | $6,477,177 | $6,560,646 | +$83,469 | +1.29% | |
| Concurrent Investment Advisors, Llc | 0.03% | 107,117 | $2,784,506 | $2,820,391 | +$35,885 | +1.29% | |
| Sfe Investment Counsel | 0.38% | 91,804 | $2,386,445 | $2,417,199 | +$30,754 | +1.29% | |
| Morgan Stanley | 0.00% | 91,636 | $2,382,100 | $2,412,776 | +$30,676 | +1.29% | |
| Raymond James Financial Inc | 0.00% | 76,375 | $1,985,368 | $2,010,954 | +$25,586 | +1.29% | |
| Lbmc Investment Advisors, Llc | 0.08% | 49,726 | $1,292,630 | $1,309,286 | +$16,656 | +1.29% | |
| Royal Bank Of Canada | 0.00% | 47,939 | $1,246,000 | $1,262,234 | +$16,234 | +1.30% | |
| Moneco Advisors, Llc | 0.10% | 47,476 | $1,234,139 | $1,250,043 | +$15,904 | +1.29% | |
| Carnegie Investment Counsel | 0.02% | 44,900 | $1,167,176 | $1,182,217 | +$15,041 | +1.29% | |
| Ark Wealth Advisors Llc | 1.00% | 38,664 | $1,005,071 | $1,018,023 | +$12,952 | +1.29% | |
| Bank Of America Corp | 0.00% | 37,701 | $980,037 | $992,667 | +$12,630 | +1.29% | |
| Osaic Holdings, Inc. | 0.00% | 34,200 | $889,231 | $900,486 | +$11,255 | +1.27% | |
| Jessup Wealth Management, Inc | 0.30% | 31,926 | $829,912 | $840,612 | +$10,700 | +1.29% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.01% | 24,769 | $643,871 | $652,168 | +$8,297 | +1.29% | |
| Modern Wealth Management, Llc | 0.01% | 16,867 | $439,788 | $444,108 | +$4,320 | +0.98% | |
| Vestgen Advisors, Llc | 0.01% | 15,890 | $417,183 | $418,384 | +$1,201 | +0.29% | |
| 4Thought Financial Group Inc. | 0.20% | 15,871 | $412,557 | $417,883 | +$5,326 | +1.29% | |
| Harbour Investments, Inc. | 0.01% | 14,847 | $385,948 | $390,922 | +$4,974 | +1.29% | |
| Ascentis Independent Advisors | 0.03% | 13,198 | $343,082 | $347,503 | +$4,421 | +1.29% | |
| Farther Finance Advisors, Llc | 0.00% | 10,482 | $273,303 | $275,991 | +$2,688 | +0.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,074 | $261,862 | $265,248 | +$3,386 | +1.29% | |
| Ima Advisory Services, Inc. | 0.02% | 9,440 | $245,392 | $248,555 | +$3,163 | +1.29% | |
| Alaska Wealth Advisors, Llc | 0.03% | 9,385 | $243,950 | $247,107 | +$3,157 | +1.29% | |
| Hub Investment Partners, Llc | 0.01% | 8,816 | $229,167 | $232,125 | +$2,958 | +1.29% | |
| Wealth Quarterback Llc | 0.08% | 8,070 | $209,776 | $212,483 | +$2,707 | +1.29% | |
| Howard Wealth Management, Llc | 0.09% | 8,065 | $209,650 | $212,351 | +$2,701 | +1.29% | |
| Alaska Permanent Capital Management, Llc | 0.01% | 7,504 | $194,429 | $197,580 | +$3,151 | +1.62% | |
| Ubs Group Ag | 0.00% | 7,172 | $186,436 | $188,839 | +$2,403 | +1.29% | |
| Key Financial Inc | 0.03% | 6,400 | $166,368 | $168,512 | +$2,144 | +1.29% | |
| Geneos Wealth Management Inc. | 0.00% | 3,805 | $98,930 | $100,186 | +$1,256 | +1.27% | |
| Jones Financial Companies Lllp | 0.00% | 2,123 | $54,519 | $55,899 | +$1,380 | +2.53% | |
| Bank Of Montreal | 0.00% | 1,872 | $48,663 | $49,290 | +$627 | +1.29% | |
| Larson Financial Group Llc | 0.00% | 1,805 | $46,921 | $47,526 | +$605 | +1.29% | |
| Topsail Wealth Management, Llc | 0.00% | 870 | $22,616 | $22,907 | +$291 | +1.29% | |
| Cwm, Llc | 0.00% | 509 | $13,231 | $13,402 | +$171 | +1.29% | |
| Keating Financial Advisory Services, Inc. | 0.00% | 365 | $9,488 | $9,610 | +$122 | +1.29% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 157 | $4,081 | $4,134 | +$53 | +1.29% | |
| Ifp Advisors, Inc | 0.00% | 156 | $4,055 | $4,107 | +$52 | +1.29% | |
| Community Financial Services Group, Llc | 0.00% | 125 | $3,259 | $3,291 | +$32 | +0.99% | |
| Aptus Capital Advisors, Llc | 0.00% | 53 | $1,378 | $1,395 | +$17 | +1.27% | |
| Rhl Group, Llc | 0.00% | 37 | $962 | $974 | +$12 | +1.27% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 26,211 | $681 | $690,136 | +$689,455 | +101241.50% | |
| Hrt Financial Lp | 0.00% | 11,776 | $306 | $310,062 | +$309,756 | +101227.48% | |
| Glass Jacobson Investment Advisors Llc | 0.00% | 4 | $107 | $105 | -$2 | -1.57% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $18 | $26 | +$8 | +46.28% | |
| Capital Analysts, Llc | 0.00% | 370 | $10 | $9,742 | +$9,732 | +97321.00% |
Frequently asked questions about BSJV
Who owns the most BSJV stock?
The largest holders of BSJV 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 INVSCO BL SHR 2031 HY CB ETF (BSJV).
Is BSJV widely held by superinvestors?
Many widely followed stocks like BSJV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSJV 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.