BSMS Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2028 MU (BSMS) is currently held by 137 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $208.27M 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 BSMS tracked by InsiderSet, reporting ownership valued at approximately $12.32M 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 $12.20M, representing an estimated loss of -0.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed BSMS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2028 MU (BSMS).
This page ranks the largest institutional BSMS 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
137
Total Reported Value
$208.27M
Largest Holder
Lpl Financial Llc
Largest Position
$12.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
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% | 525,668 | $12,321,646 | $12,203,488 | -$118,158 | -0.96% | |
| Morgan Stanley | 0.00% | 431,869 | $10,123,027 | $10,025,925 | -$97,102 | -0.96% | |
| Raymond James Financial Inc | 0.00% | 422,297 | $9,898,644 | $9,803,709 | -$94,935 | -0.96% | |
| Invesco Ltd. | 0.00% | 418,580 | $9,811,507 | $9,717,418 | -$94,089 | -0.96% | |
| Truist Financial Corp | 0.01% | 328,161 | $7,482,390 | $7,618,323 | +$135,933 | +1.82% | |
| Bank Of America Corp | 0.00% | 299,578 | $7,022,109 | $6,954,763 | -$67,346 | -0.96% | |
| Atlantic Union Bankshares Corp | 0.10% | 258,432 | $6,057,646 | $5,999,551 | -$58,095 | -0.96% | |
| Kathmere Capital Management, Llc | 0.28% | 255,741 | $5,831,151 | $5,937,078 | +$105,927 | +1.82% | |
| Hills Bank & Trust Co | 0.28% | 246,890 | $5,776,041 | $5,731,601 | -$44,440 | -0.77% | |
| Newedge Advisors, Llc | 0.02% | 221,808 | $5,199,176 | $5,149,317 | -$49,859 | -0.96% | |
| Precedent Wealth Partners, Llc | 0.73% | 209,316 | $4,772,606 | $4,859,313 | +$86,707 | +1.82% | |
| Commonwealth Equity Services, Llc | 0.01% | 204,545 | $4,663,830 | $4,748,553 | +$84,723 | +1.82% | |
| Ubs Group Ag | 0.00% | 186,076 | $4,361,621 | $4,319,792 | -$41,829 | -0.96% | |
| Central Valley Advisors, Llc | 1.15% | 187,208 | $4,268,524 | $4,346,071 | +$77,547 | +1.82% | |
| Osaic Holdings, Inc. | 0.00% | 169,848 | $3,981,230 | $3,943,055 | -$38,175 | -0.96% | |
| Integrated Wealth Concepts Llc | 0.03% | 167,429 | $3,924,542 | $3,886,898 | -$37,644 | -0.96% | |
| Wells Fargo & Company/Mn | 0.00% | 163,761 | $3,838,550 | $3,801,744 | -$36,806 | -0.96% | |
| Moneco Advisors, Llc | 0.23% | 162,305 | $3,804,428 | $3,767,943 | -$36,485 | -0.96% | |
| Summit Financial, Llc | 0.04% | 158,825 | $3,722,848 | $3,687,154 | -$35,694 | -0.96% | |
| Thrivent Financial For Lutherans | 0.01% | 147,663 | $3,461,000 | $3,428,026 | -$32,974 | -0.95% | |
| Envestnet Asset Management Inc | 0.00% | 137,943 | $3,233,393 | $3,202,374 | -$31,019 | -0.96% | |
| Financial Solutions Advisory Group, Inc. | 0.40% | 138,328 | $3,188,460 | $3,211,312 | +$22,852 | +0.72% | |
| Key Financial Inc | 0.47% | 127,523 | $2,907,652 | $2,960,472 | +$52,820 | +1.82% | |
| Elequin Capital, Lp | 0.09% | 117,520 | $2,754,669 | $2,728,250 | -$26,419 | -0.96% | |
| Invariant Investment Management | 1.50% | 113,614 | $2,596,078 | $2,637,572 | +$41,494 | +1.60% | |
| Mml Investors Services, Llc | 0.01% | 109,316 | $2,562,367 | $2,537,793 | -$24,574 | -0.96% | |
| Clark Asset Management, Llc | 0.19% | 111,546 | $2,543,352 | $2,589,563 | +$46,211 | +1.82% | |
| Asset Dedication, Llc | 0.16% | 107,511 | $2,520,058 | $2,495,889 | -$24,169 | -0.96% | |
| Jones Financial Companies Lllp | 0.00% | 100,735 | $2,361,933 | $2,338,583 | -$23,350 | -0.99% | |
| Sanctuary Advisors, Llc | 0.01% | 82,708 | $1,938,675 | $1,920,083 | -$18,592 | -0.96% | |
| Stifel Financial Corp | 0.00% | 79,600 | $1,865,826 | $1,847,930 | -$17,896 | -0.96% | |
| Vestgen Advisors, Llc | 0.06% | 81,499 | $1,858,251 | $1,892,016 | +$33,765 | +1.82% | |
| Verdence Capital Advisors Llc | 0.08% | 81,074 | $1,848,578 | $1,882,149 | +$33,571 | +1.82% | |
| Signaturefd, Llc | 0.02% | 76,360 | $1,741,084 | $1,772,713 | +$31,629 | +1.82% | |
| Cornerstone Wealth Management, Llc | 0.07% | 66,554 | $1,560,028 | $1,545,064 | -$14,964 | -0.96% | |
| Legacy Private Trust Co. | 0.08% | 65,304 | $1,488,996 | $1,516,045 | +$27,049 | +1.82% | |
| Paulson Wealth Management Inc. | 0.30% | 63,471 | $1,447,202 | $1,473,492 | +$26,290 | +1.82% | |
| Citadel Advisors Llc | 0.00% | 61,148 | $1,433,309 | $1,419,563 | -$13,746 | -0.96% | |
| Confluence Investment Management Llc | 0.02% | 57,530 | $1,311,742 | $1,335,570 | +$23,828 | +1.82% | |
| Lido Advisors, Llc | 0.00% | 55,681 | $1,305,163 | $1,292,646 | -$12,517 | -0.96% | |
| Farmers National Bank | 0.27% | 54,804 | $1,284,606 | $1,272,286 | -$12,320 | -0.96% | |
| Landaas & Co | 0.18% | 49,009 | $1,117,443 | $1,137,754 | +$20,311 | +1.82% | |
| Pax Financial Group, Llc | 0.16% | 47,352 | $1,109,931 | $1,099,286 | -$10,645 | -0.96% | |
| Brown Advisory Inc | 0.00% | 46,964 | $1,100,836 | $1,090,279 | -$10,557 | -0.96% | |
| Mission Wealth Management, Lp | 0.02% | 46,246 | $1,054,456 | $1,073,610 | +$19,154 | +1.82% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 44,905 | $1,052,580 | $1,042,479 | -$10,101 | -0.96% | |
| Willis Johnson & Associates, Inc. | 0.06% | 42,611 | $998,792 | $989,223 | -$9,569 | -0.96% | |
| Jacobi Capital Management Llc | 0.05% | 42,182 | $988,739 | $979,264 | -$9,475 | -0.96% | |
| Anchor Investment Management, Llc | 0.07% | 41,700 | $977,448 | $968,074 | -$9,374 | -0.96% | |
| Captrust Financial Advisors | 0.00% | 39,989 | $937,346 | $928,353 | -$8,993 | -0.96% |
Frequently asked questions about BSMS
Who are the largest institutional holders of BSMS?
The largest institutional holders of BSMS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, Invesco Ltd., and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported BSMS position.
What is BSMS institutional ownership?
This page tracks BSMS positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2028 MU (BSMS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSMS?
InsiderSet currently tracks 137 institutional managers reporting BSMS 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 BSMS shareholders.
How much BSMS stock do institutions own?
Institutional investment managers disclosed approximately $208.27M in BSMS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSMS institutional ownership last updated?
The latest BSMS 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 BSMS 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 BSMS position after the reporting date.
Are institutions buying or selling BSMS?
Institutional buying and selling can be analyzed by comparing BSMS positions across consecutive 13F reporting periods. InsiderSet's BSMS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSMS ownership changes.
How has BSMS institutional ownership changed over time?
InsiderSet tracks BSMS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.