INVESCO BULLETSHARES 2027 MU (BSMR) Institutional Shareholders
INVESCO BULLETSHARES 2027 MU (BSMR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $234.33M in BSMR holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BSMR tracked by InsiderSet, reporting ownership valued at approximately $13.80M 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 $13.72M, representing an estimated loss of -0.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed BSMR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2027 MU (BSMR).
This page ranks the largest institutional BSMR 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
144
Total Reported Value
$234.33M
Largest Holder
Morgan Stanley
Largest Position
$13.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 583,667 | $13,797,900 | $13,718,918 | -$78,982 | -0.57% | |
| Lpl Financial Llc | 0.00% | 511,446 | $12,090,590 | $12,021,385 | -$69,205 | -0.57% | |
| Bank Of America Corp | 0.00% | 480,377 | $11,356,115 | $11,291,117 | -$64,998 | -0.57% | |
| Wells Fargo & Company/Mn | 0.00% | 435,082 | $10,285,330 | $10,226,472 | -$58,858 | -0.57% | |
| Invesco Ltd. | 0.00% | 416,301 | $9,841,360 | $9,785,030 | -$56,330 | -0.57% | |
| Raymond James Financial Inc | 0.00% | 392,401 | $9,276,361 | $9,223,268 | -$53,093 | -0.57% | |
| Key Financial Inc | 1.42% | 367,608 | $8,690,253 | $8,640,516 | -$49,737 | -0.57% | |
| Financial Solutions Advisory Group, Inc. | 1.03% | 343,679 | $8,129,899 | $8,078,072 | -$51,827 | -0.64% | |
| Atlantic Union Bankshares Corp | 0.13% | 320,485 | $7,576,266 | $7,532,904 | -$43,362 | -0.57% | |
| Hills Bank & Trust Co | 0.26% | 230,415 | $5,450,236 | $5,415,835 | -$34,401 | -0.63% | |
| Ubs Group Ag | 0.00% | 222,064 | $5,249,593 | $5,219,548 | -$30,045 | -0.57% | |
| Newedge Advisors, Llc | 0.02% | 217,832 | $5,149,548 | $5,120,076 | -$29,472 | -0.57% | |
| Thrivent Financial For Lutherans | 0.01% | 202,894 | $4,796,000 | $4,768,963 | -$27,037 | -0.56% | |
| Integrated Wealth Concepts Llc | 0.03% | 200,752 | $4,745,774 | $4,718,616 | -$27,158 | -0.57% | |
| Precedent Wealth Partners, Llc | 0.75% | 190,052 | $4,492,829 | $4,467,115 | -$25,714 | -0.57% | |
| Central Valley Advisors, Llc | 1.12% | 184,560 | $4,363,022 | $4,338,027 | -$24,995 | -0.57% | |
| Avior Wealth Management, Llc | 0.11% | 171,608 | $4,056,816 | $4,033,595 | -$23,221 | -0.57% | |
| Osaic Holdings, Inc. | 0.00% | 163,122 | $3,856,184 | $3,834,134 | -$22,050 | -0.57% | |
| Moneco Advisors, Llc | 0.23% | 159,326 | $3,766,474 | $3,744,910 | -$21,564 | -0.57% | |
| Summit Financial, Llc | 0.04% | 157,385 | $3,720,580 | $3,699,287 | -$21,293 | -0.57% | |
| Envestnet Asset Management Inc | 0.00% | 131,780 | $3,115,278 | $3,097,449 | -$17,829 | -0.57% | |
| Ameriprise Financial Inc | 0.00% | 127,095 | $3,004,535 | $2,987,330 | -$17,205 | -0.57% | |
| Asset Dedication, Llc | 0.19% | 124,958 | $2,954,008 | $2,937,100 | -$16,908 | -0.57% | |
| Commonwealth Equity Services, Llc | 0.00% | 110,974 | $2,623,420 | $2,608,411 | -$15,009 | -0.57% | |
| Kathmere Capital Management, Llc | 0.13% | 105,642 | $2,497,377 | $2,483,084 | -$14,293 | -0.57% | |
| Legacy Private Trust Co. | 0.13% | 99,784 | $2,358,893 | $2,345,393 | -$13,500 | -0.57% | |
| Mml Investors Services, Llc | 0.00% | 95,568 | $2,259,224 | $2,246,297 | -$12,927 | -0.57% | |
| Signaturefd, Llc | 0.03% | 90,102 | $2,130,011 | $2,117,820 | -$12,191 | -0.57% | |
| Vestgen Advisors, Llc | 0.06% | 87,804 | $2,075,682 | $2,063,807 | -$11,875 | -0.57% | |
| Stifel Financial Corp | 0.00% | 78,505 | $1,855,859 | $1,845,236 | -$10,623 | -0.57% | |
| Paulson Wealth Management Inc. | 0.39% | 77,726 | $1,837,443 | $1,826,926 | -$10,517 | -0.57% | |
| Jones Financial Companies Lllp | 0.00% | 76,697 | $1,813,654 | $1,802,740 | -$10,914 | -0.60% | |
| Cornerstone Wealth Management, Llc | 0.08% | 75,529 | $1,785,502 | $1,775,286 | -$10,216 | -0.57% | |
| Kestra Advisory Services, Llc | 0.01% | 72,726 | $1,719,234 | $1,709,403 | -$9,831 | -0.57% | |
| Royal Bank Of Canada | 0.00% | 64,701 | $1,530,000 | $1,520,778 | -$9,222 | -0.60% | |
| Equitable Holdings, Inc. | 0.01% | 63,003 | $1,489,397 | $1,480,867 | -$8,530 | -0.57% | |
| Farnam Financial Llc | 1.08% | 62,710 | $1,482,464 | $1,473,980 | -$8,484 | -0.57% | |
| Mission Wealth Management, Lp | 0.02% | 62,477 | $1,476,957 | $1,468,503 | -$8,454 | -0.57% | |
| Clark Asset Management, Llc | 0.12% | 61,999 | $1,465,645 | $1,457,268 | -$8,377 | -0.57% | |
| Old Mission Capital Llc | 0.03% | 57,709 | $1,364,240 | $1,356,433 | -$7,807 | -0.57% | |
| Aptus Capital Advisors, Llc | 0.01% | 57,158 | $1,351,215 | $1,343,482 | -$7,733 | -0.57% | |
| Private Advisor Group, Llc | 0.01% | 54,416 | $1,286,394 | $1,279,032 | -$7,362 | -0.57% | |
| Farmers National Bank | 0.25% | 51,290 | $1,212,496 | $1,205,556 | -$6,940 | -0.57% | |
| Old Second National Bank Of Aurora | 0.22% | 50,354 | $1,190,368 | $1,183,556 | -$6,812 | -0.57% | |
| Garrett Wealth Advisory Group, Llc | 0.18% | 49,731 | $1,175,641 | $1,168,912 | -$6,729 | -0.57% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 47,946 | $1,133,442 | $1,126,956 | -$6,486 | -0.57% | |
| Astoria Portfolio Advisors Llc. | 0.19% | 47,872 | $1,131,699 | $1,125,217 | -$6,482 | -0.57% | |
| Pax Financial Group, Llc | 0.17% | 47,651 | $1,126,470 | $1,120,022 | -$6,448 | -0.57% | |
| Brown Advisory Inc | 0.00% | 46,644 | $1,102,664 | $1,096,353 | -$6,311 | -0.57% | |
| River Street Advisors Llc | 0.32% | 46,314 | $1,094,863 | $1,088,597 | -$6,266 | -0.57% |
Frequently asked questions about BSMR
Who owns the most BSMR stock?
The largest holders of BSMR 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 BULLETSHARES 2027 MU (BSMR).
Is BSMR widely held by superinvestors?
Many widely followed stocks like BSMR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSMR 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.