BSMR Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2027 MU (BSMR) is currently held by 149 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $237.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 -0.53% 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
149
Total Reported Value
$237.81M
Largest Holder
Morgan Stanley
Largest Position
$13.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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 | $13,724,930 | -$72,970 | -0.53% | |
| Lpl Financial Llc | 0.00% | 511,446 | $12,090,590 | $12,026,653 | -$63,937 | -0.53% | |
| Bank Of America Corp | 0.00% | 480,377 | $11,356,115 | $11,296,065 | -$60,050 | -0.53% | |
| Wells Fargo & Company/Mn | 0.00% | 435,082 | $10,285,330 | $10,230,953 | -$54,377 | -0.53% | |
| Invesco Ltd. | 0.00% | 416,301 | $9,841,360 | $9,789,318 | -$52,042 | -0.53% | |
| Raymond James Financial Inc | 0.00% | 392,401 | $9,276,361 | $9,227,310 | -$49,051 | -0.53% | |
| Key Financial Inc | 1.47% | 389,069 | $9,050,834 | $9,148,958 | +$98,124 | +1.08% | |
| Financial Solutions Advisory Group, Inc. | 1.02% | 342,695 | $8,019,063 | $8,058,473 | +$39,410 | +0.49% | |
| Atlantic Union Bankshares Corp | 0.13% | 320,485 | $7,576,266 | $7,536,205 | -$40,061 | -0.53% | |
| Hills Bank & Trust Co | 0.26% | 230,415 | $5,450,236 | $5,418,209 | -$32,027 | -0.59% | |
| Ubs Group Ag | 0.00% | 222,064 | $5,249,593 | $5,221,835 | -$27,758 | -0.53% | |
| Newedge Advisors, Llc | 0.02% | 217,832 | $5,149,548 | $5,122,319 | -$27,229 | -0.53% | |
| Precedent Wealth Partners, Llc | 0.77% | 214,181 | $4,982,460 | $5,036,466 | +$54,006 | +1.08% | |
| Thrivent Financial For Lutherans | 0.01% | 202,894 | $4,796,000 | $4,771,052 | -$24,948 | -0.52% | |
| Integrated Wealth Concepts Llc | 0.03% | 200,752 | $4,745,774 | $4,720,683 | -$25,091 | -0.53% | |
| Central Valley Advisors, Llc | 1.18% | 188,479 | $4,384,572 | $4,432,084 | +$47,512 | +1.08% | |
| Osaic Holdings, Inc. | 0.00% | 163,122 | $3,856,184 | $3,835,814 | -$20,370 | -0.53% | |
| Moneco Advisors, Llc | 0.23% | 159,326 | $3,766,474 | $3,746,551 | -$19,923 | -0.53% | |
| Avior Wealth Management, Llc | 0.10% | 160,878 | $3,742,467 | $3,783,046 | +$40,579 | +1.08% | |
| Summit Financial, Llc | 0.04% | 157,385 | $3,720,580 | $3,700,908 | -$19,672 | -0.53% | |
| Kathmere Capital Management, Llc | 0.16% | 138,798 | $3,228,830 | $3,263,835 | +$35,005 | +1.08% | |
| Envestnet Asset Management Inc | 0.00% | 131,780 | $3,115,278 | $3,098,807 | -$16,471 | -0.53% | |
| Ameriprise Financial Inc | 0.00% | 127,095 | $3,004,535 | $2,988,639 | -$15,896 | -0.53% | |
| Asset Dedication, Llc | 0.19% | 124,958 | $2,954,008 | $2,938,387 | -$15,621 | -0.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 108,927 | $2,533,950 | $2,561,418 | +$27,468 | +1.08% | |
| Legacy Private Trust Co. | 0.13% | 97,538 | $2,269,006 | $2,293,606 | +$24,600 | +1.08% | |
| Mml Investors Services, Llc | 0.00% | 95,568 | $2,259,224 | $2,247,282 | -$11,942 | -0.53% | |
| Vestgen Advisors, Llc | 0.06% | 85,440 | $1,987,583 | $2,009,122 | +$21,539 | +1.08% | |
| Verdence Capital Advisors Llc | 0.08% | 84,404 | $1,963,477 | $1,984,760 | +$21,283 | +1.08% | |
| Stifel Financial Corp | 0.00% | 78,505 | $1,855,859 | $1,846,045 | -$9,814 | -0.53% | |
| Kestra Advisory Services, Llc | 0.01% | 78,675 | $1,830,202 | $1,850,043 | +$19,841 | +1.08% | |
| Jones Financial Companies Lllp | 0.00% | 76,697 | $1,813,654 | $1,803,530 | -$10,124 | -0.56% | |
| Paulson Wealth Management Inc. | 0.38% | 77,447 | $1,801,634 | $1,821,166 | +$19,532 | +1.08% | |
| Cornerstone Wealth Management, Llc | 0.08% | 75,529 | $1,785,502 | $1,776,064 | -$9,438 | -0.53% | |
| Signaturefd, Llc | 0.02% | 68,709 | $1,598,364 | $1,615,692 | +$17,328 | +1.08% | |
| Old Second National Bank Of Aurora | 0.31% | 66,783 | $1,553,559 | $1,570,402 | +$16,843 | +1.08% | |
| Royal Bank Of Canada | 0.00% | 64,701 | $1,530,000 | $1,521,444 | -$8,556 | -0.56% | |
| Equitable Holdings, Inc. | 0.01% | 63,003 | $1,489,397 | $1,481,516 | -$7,881 | -0.53% | |
| Clark Asset Management, Llc | 0.11% | 62,854 | $1,462,151 | $1,478,012 | +$15,861 | +1.08% | |
| River Street Advisors Llc | 0.44% | 61,852 | $1,438,851 | $1,454,450 | +$15,599 | +1.08% | |
| Old Mission Capital Llc | 0.03% | 57,709 | $1,364,240 | $1,357,027 | -$7,213 | -0.53% | |
| Aptus Capital Advisors, Llc | 0.01% | 57,158 | $1,351,215 | $1,344,070 | -$7,145 | -0.53% | |
| Private Advisor Group, Llc | 0.01% | 54,416 | $1,286,394 | $1,279,592 | -$6,802 | -0.53% | |
| Farmers National Bank | 0.25% | 51,290 | $1,212,496 | $1,206,084 | -$6,412 | -0.53% | |
| Farnam Financial Llc | 0.88% | 50,935 | $1,191,879 | $1,197,737 | +$5,858 | +0.49% | |
| Garrett Wealth Advisory Group, Llc | 0.18% | 49,731 | $1,156,882 | $1,169,424 | +$12,542 | +1.08% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 47,946 | $1,133,442 | $1,127,450 | -$5,992 | -0.53% | |
| Astoria Portfolio Advisors Llc. | 0.19% | 47,872 | $1,131,699 | $1,125,710 | -$5,989 | -0.53% | |
| Pax Financial Group, Llc | 0.17% | 47,651 | $1,126,470 | $1,120,513 | -$5,957 | -0.53% | |
| Brown Advisory Inc | 0.00% | 46,644 | $1,102,664 | $1,096,834 | -$5,830 | -0.53% |
Frequently asked questions about BSMR
Who are the largest institutional holders of BSMR?
The largest institutional holders of BSMR reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Wells Fargo & Company/Mn, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported BSMR position.
What is BSMR institutional ownership?
This page tracks BSMR positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2027 MU (BSMR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSMR?
InsiderSet currently tracks 149 institutional managers reporting BSMR 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 BSMR shareholders.
How much BSMR stock do institutions own?
Institutional investment managers disclosed approximately $237.81M in BSMR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSMR institutional ownership last updated?
The latest BSMR 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 BSMR 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 BSMR position after the reporting date.
Are institutions buying or selling BSMR?
Institutional buying and selling can be analyzed by comparing BSMR positions across consecutive 13F reporting periods. InsiderSet's BSMR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSMR ownership changes.
How has BSMR institutional ownership changed over time?
InsiderSet tracks BSMR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.