INVESCO BULLETSHARES 2028 MU (BSMS) Institutional Shareholders
INVESCO BULLETSHARES 2028 MU (BSMS) 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 $189.72M in BSMS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BSMS tracked by InsiderSet, reporting ownership valued at approximately $11.96M 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 $11.93M, representing an estimated loss of -0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed BSMS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Invesco Ltd., 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
129
Total Reported Value
$189.72M
Largest Holder
Lpl Financial Llc
Largest Position
$11.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
141
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% | 511,146 | $11,958,353 | $11,925,036 | -$33,317 | -0.28% | |
| Morgan Stanley | 0.00% | 401,500 | $9,393,189 | $9,366,995 | -$26,194 | -0.28% | |
| Invesco Ltd. | 0.00% | 397,944 | $9,309,991 | $9,284,034 | -$25,957 | -0.28% | |
| Raymond James Financial Inc | 0.00% | 348,362 | $8,149,999 | $8,127,285 | -$22,714 | -0.28% | |
| Truist Financial Corp | 0.01% | 324,173 | $7,598,610 | $7,562,956 | -$35,654 | -0.47% | |
| Bank Of America Corp | 0.00% | 292,733 | $6,848,488 | $6,829,461 | -$19,027 | -0.28% | |
| Ubs Group Ag | 0.00% | 264,396 | $6,185,545 | $6,168,359 | -$17,186 | -0.28% | |
| Hills Bank & Trust Co | 0.28% | 246,890 | $5,776,041 | $5,759,944 | -$16,097 | -0.28% | |
| Summit Financial, Llc | 0.06% | 217,799 | $5,095,461 | $5,081,251 | -$14,210 | -0.28% | |
| Commonwealth Equity Services, Llc | 0.01% | 216,228 | $5,068,390 | $5,044,599 | -$23,791 | -0.47% | |
| Kathmere Capital Management, Llc | 0.26% | 208,191 | $4,879,997 | $4,857,096 | -$22,901 | -0.47% | |
| Central Valley Advisors, Llc | 1.13% | 188,612 | $4,421,051 | $4,400,318 | -$20,733 | -0.47% | |
| Precedent Wealth Partners, Llc | 0.70% | 179,962 | $4,218,309 | $4,198,513 | -$19,796 | -0.47% | |
| Wells Fargo & Company/Mn | 0.00% | 166,615 | $3,897,983 | $3,887,128 | -$10,855 | -0.28% | |
| Moneco Advisors, Llc | 0.29% | 158,601 | $3,710,495 | $3,700,161 | -$10,334 | -0.28% | |
| Integrated Wealth Concepts Llc | 0.03% | 156,027 | $3,650,291 | $3,640,110 | -$10,181 | -0.28% | |
| Atlantic Union Bankshares Corp | 0.07% | 147,209 | $3,443,985 | $3,434,386 | -$9,599 | -0.28% | |
| Financial Solutions Advisory Group, Inc. | 0.42% | 140,881 | $3,300,321 | $3,286,754 | -$13,567 | -0.41% | |
| Hightower Advisors, Llc | 0.00% | 129,700 | $3,034,346 | $3,025,901 | -$8,445 | -0.28% | |
| Envestnet Asset Management Inc | 0.00% | 128,496 | $3,006,183 | $2,997,812 | -$8,371 | -0.28% | |
| Osaic Holdings, Inc. | 0.00% | 115,133 | $2,694,077 | $2,686,053 | -$8,024 | -0.30% | |
| Invariant Investment Management | 1.56% | 113,415 | $2,664,679 | $2,645,972 | -$18,707 | -0.70% | |
| Key Financial Inc | 0.42% | 110,601 | $2,592,487 | $2,580,321 | -$12,166 | -0.47% | |
| Focus Partners Wealth | 0.00% | 109,444 | $2,560,464 | $2,553,329 | -$7,135 | -0.28% | |
| Asset Dedication, Llc | 0.16% | 107,511 | $2,520,058 | $2,508,232 | -$11,826 | -0.47% | |
| Legacy Private Trust Co. | 0.12% | 94,127 | $2,206,336 | $2,195,983 | -$10,353 | -0.47% | |
| Clark Asset Management, Llc | 0.17% | 92,975 | $2,179,346 | $2,169,107 | -$10,239 | -0.47% | |
| Signaturefd, Llc | 0.03% | 86,920 | $2,037,405 | $2,027,844 | -$9,561 | -0.47% | |
| Vestgen Advisors, Llc | 0.06% | 85,744 | $2,006,419 | $2,000,408 | -$6,011 | -0.30% | |
| Sanctuary Advisors, Llc | 0.01% | 81,323 | $1,902,571 | $1,897,266 | -$5,305 | -0.28% | |
| Jones Financial Companies Lllp | 0.00% | 77,610 | $1,814,134 | $1,810,641 | -$3,493 | -0.19% | |
| Jane Street Group, Llc | 0.00% | 74,207 | $1,736,088 | $1,731,249 | -$4,839 | -0.28% | |
| Mml Investors Services, Llc | 0.00% | 72,829 | $1,703,841 | $1,699,101 | -$4,740 | -0.28% | |
| Stifel Financial Corp | 0.00% | 69,580 | $1,627,836 | $1,623,301 | -$4,535 | -0.28% | |
| Cornerstone Wealth Management, Llc | 0.07% | 66,554 | $1,560,028 | $1,552,705 | -$7,323 | -0.47% | |
| Mission Wealth Management, Lp | 0.02% | 63,512 | $1,488,723 | $1,481,735 | -$6,988 | -0.47% | |
| Paulson Wealth Management Inc. | 0.33% | 59,703 | $1,396,764 | $1,392,871 | -$3,893 | -0.28% | |
| Lido Advisors, Llc | 0.00% | 54,181 | $1,267,575 | $1,264,043 | -$3,532 | -0.28% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 53,605 | $1,254,100 | $1,250,605 | -$3,495 | -0.28% | |
| Modern Wealth Management, Llc | 0.02% | 48,638 | $1,139,841 | $1,134,725 | -$5,116 | -0.45% | |
| Brown Advisory Inc | 0.00% | 46,964 | $1,098,732 | $1,095,670 | -$3,062 | -0.28% | |
| Pax Financial Group, Llc | 0.19% | 46,860 | $1,096,299 | $1,093,244 | -$3,055 | -0.28% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 43,956 | $1,028,354 | $1,025,493 | -$2,861 | -0.28% | |
| Accurate Wealth Management, Llc | 0.10% | 43,532 | $1,018,866 | $1,015,602 | -$3,264 | -0.32% | |
| Willis Johnson & Associates, Inc. | 0.06% | 42,383 | $991,554 | $988,795 | -$2,759 | -0.28% | |
| Jacobi Capital Management Llc | 0.05% | 42,182 | $988,739 | $984,106 | -$4,633 | -0.47% | |
| Captrust Financial Advisors | 0.00% | 41,195 | $963,763 | $961,079 | -$2,684 | -0.28% | |
| Alphastar Capital Management, Llc | 0.06% | 39,420 | $923,995 | $919,669 | -$4,326 | -0.47% | |
| Private Advisor Group, Llc | 0.00% | 36,120 | $846,646 | $842,680 | -$3,966 | -0.47% | |
| Astoria Portfolio Advisors Llc. | 0.14% | 36,081 | $845,746 | $841,770 | -$3,976 | -0.47% |
Frequently asked questions about BSMS
Who owns the most BSMS stock?
The largest holders of BSMS 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 2028 MU (BSMS).
Is BSMS widely held by superinvestors?
Many widely followed stocks like BSMS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSMS 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.