INVESCO BULLETSHARES 2029 MU (BSMT) Institutional Shareholders
INVESCO BULLETSHARES 2029 MU (BSMT) 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 $195.36M in BSMT holdings during the latest filing period.
Elequin Capital, Lp is currently the largest disclosed institutional shareholder of BSMT tracked by InsiderSet, reporting ownership valued at approximately $22.14M 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 $21.64M, representing an estimated loss of -2.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed BSMT value among the investors covered in this analysis. Major shareholders include Elequin Capital, Lp, Hills Bank & Trust Co, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2029 MU (BSMT).
This page ranks the largest institutional BSMT 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
118
Total Reported Value
$195.36M
Largest Holder
Elequin Capital, Lp
Largest Position
$22.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Elequin Capital, Lp | 2.03% | 943,376 | $22,141,147 | $21,640,574 | -$500,573 | -2.26% | |
| Hills Bank & Trust Co | 0.73% | 659,279 | $15,179,108 | $15,123,531 | -$55,577 | -0.37% | |
| Wells Fargo & Company/Mn | 0.00% | 586,718 | $13,508,482 | $13,459,018 | -$49,464 | -0.37% | |
| Lpl Financial Llc | 0.00% | 299,559 | $6,896,975 | $6,871,734 | -$25,241 | -0.37% | |
| Invesco Ltd. | 0.00% | 296,105 | $6,817,470 | $6,792,501 | -$24,969 | -0.37% | |
| Bank Of America Corp | 0.00% | 291,824 | $6,718,723 | $6,694,297 | -$24,426 | -0.36% | |
| Kathmere Capital Management, Llc | 0.34% | 274,921 | $6,331,431 | $6,306,550 | -$24,881 | -0.39% | |
| Morgan Stanley | 0.00% | 245,117 | $5,643,546 | $5,622,861 | -$20,685 | -0.37% | |
| Ubs Group Ag | 0.00% | 233,923 | $5,385,843 | $5,366,077 | -$19,766 | -0.37% | |
| Hightower Advisors, Llc | 0.01% | 221,140 | $5,091,483 | $5,072,841 | -$18,642 | -0.37% | |
| Raymond James Financial Inc | 0.00% | 199,409 | $4,591,154 | $4,574,343 | -$16,811 | -0.37% | |
| Avior Wealth Management, Llc | 0.12% | 193,355 | $4,452,957 | $4,435,467 | -$17,490 | -0.39% | |
| Atlantic Union Bankshares Corp | 0.08% | 190,603 | $4,388,406 | $4,372,338 | -$16,068 | -0.37% | |
| Precedent Wealth Partners, Llc | 0.69% | 178,979 | $4,121,886 | $4,105,689 | -$16,197 | -0.39% | |
| Central Valley Advisors, Llc | 1.00% | 169,747 | $3,909,276 | $3,893,911 | -$15,365 | -0.39% | |
| Moneco Advisors, Llc | 0.27% | 153,210 | $3,527,474 | $3,514,561 | -$12,913 | -0.37% | |
| Integrated Wealth Concepts Llc | 0.02% | 135,406 | $3,117,564 | $3,106,146 | -$11,418 | -0.37% | |
| Legacy Private Trust Co. | 0.17% | 132,580 | $3,053,317 | $3,041,319 | -$11,998 | -0.39% | |
| Osaic Holdings, Inc. | 0.00% | 118,420 | $2,726,025 | $2,716,496 | -$9,529 | -0.35% | |
| Commonwealth Equity Services, Llc | 0.00% | 112,989 | $2,602,150 | $2,591,911 | -$10,239 | -0.39% | |
| Sequoia Financial Advisors | 0.01% | 107,886 | $2,484,615 | $2,474,851 | -$9,764 | -0.39% | |
| Lido Advisors, Llc | 0.01% | 106,400 | $2,449,732 | $2,440,763 | -$8,969 | -0.37% | |
| Envestnet Asset Management Inc | 0.00% | 105,968 | $2,440,436 | $2,430,853 | -$9,583 | -0.39% | |
| Focus Partners Wealth | 0.00% | 99,679 | $2,294,989 | $2,286,586 | -$8,403 | -0.37% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 98,583 | $2,269,746 | $2,261,445 | -$8,301 | -0.37% | |
| Confluence Investment Management Llc | 0.03% | 96,425 | $2,220,668 | $2,211,941 | -$8,727 | -0.39% | |
| Clark Asset Management, Llc | 0.17% | 96,171 | $2,214,824 | $2,206,115 | -$8,709 | -0.39% | |
| Kestra Advisory Services, Llc | 0.01% | 87,624 | $2,017,991 | $2,010,051 | -$7,940 | -0.39% | |
| Jane Street Group, Llc | 0.00% | 85,969 | $1,979,333 | $1,972,086 | -$7,247 | -0.37% | |
| Key Financial Inc | 0.30% | 79,698 | $1,835,445 | $1,828,232 | -$7,213 | -0.39% | |
| Signaturefd, Llc | 0.02% | 77,860 | $1,793,116 | $1,786,069 | -$7,047 | -0.39% | |
| Vestgen Advisors, Llc | 0.05% | 74,934 | $1,729,432 | $1,718,948 | -$10,484 | -0.61% | |
| Financial Solutions Advisory Group, Inc. | 0.21% | 72,527 | $1,671,385 | $1,663,733 | -$7,652 | -0.46% | |
| Asset Dedication, Llc | 0.10% | 71,381 | $1,643,905 | $1,637,444 | -$6,461 | -0.39% | |
| Mml Investors Services, Llc | 0.00% | 64,126 | $1,476,424 | $1,471,018 | -$5,406 | -0.37% | |
| Paulson Wealth Management Inc. | 0.31% | 57,536 | $1,324,697 | $1,319,847 | -$4,850 | -0.37% | |
| Jones Financial Companies Lllp | 0.00% | 56,006 | $1,285,618 | $1,284,750 | -$868 | -0.07% | |
| Mission Wealth Management, Lp | 0.01% | 51,344 | $1,182,453 | $1,177,806 | -$4,647 | -0.39% | |
| Captrust Financial Advisors | 0.00% | 46,435 | $1,069,105 | $1,065,196 | -$3,909 | -0.37% | |
| Huntington National Bank | 0.01% | 43,690 | $1,005,909 | $1,002,227 | -$3,682 | -0.37% | |
| Carnegie Investment Counsel | 0.02% | 43,052 | $991,221 | $987,591 | -$3,630 | -0.37% | |
| Willis Johnson & Associates, Inc. | 0.06% | 42,947 | $988,810 | $985,183 | -$3,627 | -0.37% | |
| Jacobi Capital Management Llc | 0.05% | 42,726 | $983,981 | $980,113 | -$3,868 | -0.39% | |
| Sanctuary Advisors, Llc | 0.00% | 39,134 | $901,025 | $897,714 | -$3,311 | -0.37% | |
| Brown Advisory Inc | 0.00% | 39,086 | $899,908 | $896,613 | -$3,295 | -0.37% | |
| Alphastar Capital Management, Llc | 0.06% | 38,417 | $884,740 | $881,267 | -$3,473 | -0.39% | |
| Equitable Holdings, Inc. | 0.01% | 37,175 | $860,601 | $852,776 | -$7,825 | -0.91% | |
| Harbour Investments, Inc. | 0.01% | 36,443 | $839,077 | $835,984 | -$3,093 | -0.37% | |
| Fourpath Capital Management, Llc | 0.10% | 32,363 | $745,320 | $742,391 | -$2,929 | -0.39% | |
| Stifel Financial Corp | 0.00% | 31,385 | $722,599 | $719,956 | -$2,643 | -0.37% |
Frequently asked questions about BSMT
Who owns the most BSMT stock?
The largest holders of BSMT 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 2029 MU (BSMT).
Is BSMT widely held by superinvestors?
Many widely followed stocks like BSMT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSMT 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.