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 $179.83M in BSMT holdings during the latest filing period.
Hills Bank & Trust Co is currently the largest disclosed institutional shareholder of BSMT tracked by InsiderSet, reporting ownership valued at approximately $15.18M 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 $14.93M, representing an estimated loss of -1.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed BSMT value among the investors covered in this analysis. Major shareholders include Hills Bank & Trust Co, Wells Fargo & Company/Mn, Raymond James Financial Inc, 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
123
Total Reported Value
$179.83M
Largest Holder
Hills Bank & Trust Co
Largest Position
$15.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
136
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hills Bank & Trust Co | 0.73% | 659,279 | $15,179,108 | $14,932,669 | -$246,439 | -1.62% | |
| Wells Fargo & Company/Mn | 0.00% | 567,574 | $13,071,228 | $12,855,551 | -$215,677 | -1.65% | |
| Raymond James Financial Inc | 0.00% | 381,835 | $8,793,654 | $8,648,563 | -$145,091 | -1.65% | |
| Lpl Financial Llc | 0.00% | 324,270 | $7,467,945 | $7,344,716 | -$123,230 | -1.65% | |
| Invesco Ltd. | 0.00% | 303,363 | $6,986,453 | $6,871,172 | -$115,281 | -1.65% | |
| Atlantic Union Bankshares Corp | 0.12% | 301,728 | $6,948,796 | $6,834,139 | -$114,657 | -1.65% | |
| Bank Of America Corp | 0.00% | 293,262 | $6,753,824 | $6,642,384 | -$111,440 | -1.65% | |
| Kathmere Capital Management, Llc | 0.34% | 274,921 | $6,331,431 | $6,226,961 | -$104,470 | -1.65% | |
| Morgan Stanley | 0.00% | 247,954 | $5,710,402 | $5,616,158 | -$94,244 | -1.65% | |
| Newedge Advisors, Llc | 0.01% | 216,442 | $4,984,662 | $4,902,411 | -$82,251 | -1.65% | |
| Avior Wealth Management, Llc | 0.12% | 193,355 | $4,452,957 | $4,379,491 | -$73,466 | -1.65% | |
| Precedent Wealth Partners, Llc | 0.69% | 178,979 | $4,121,886 | $4,053,874 | -$68,012 | -1.65% | |
| Central Valley Advisors, Llc | 1.00% | 169,747 | $3,909,276 | $3,844,770 | -$64,506 | -1.65% | |
| Osaic Holdings, Inc. | 0.00% | 169,221 | $3,897,198 | $3,832,856 | -$64,342 | -1.65% | |
| Moneco Advisors, Llc | 0.22% | 158,107 | $3,641,197 | $3,581,124 | -$60,073 | -1.65% | |
| Ubs Group Ag | 0.00% | 155,342 | $3,577,526 | $3,518,496 | -$59,030 | -1.65% | |
| Integrated Wealth Concepts Llc | 0.02% | 154,554 | $3,559,383 | $3,500,648 | -$58,735 | -1.65% | |
| Legacy Private Trust Co. | 0.17% | 132,580 | $3,053,317 | $3,002,937 | -$50,380 | -1.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 112,989 | $2,602,150 | $2,559,201 | -$42,949 | -1.65% | |
| Sequoia Financial Advisors | 0.01% | 107,886 | $2,484,615 | $2,443,618 | -$40,997 | -1.65% | |
| Lido Advisors, Llc | 0.01% | 106,400 | $2,450,392 | $2,409,960 | -$40,432 | -1.65% | |
| Envestnet Asset Management Inc | 0.00% | 105,968 | $2,440,436 | $2,400,175 | -$40,261 | -1.65% | |
| Confluence Investment Management Llc | 0.03% | 96,425 | $2,220,668 | $2,184,026 | -$36,642 | -1.65% | |
| Clark Asset Management, Llc | 0.17% | 96,171 | $2,214,824 | $2,178,273 | -$36,551 | -1.65% | |
| Kestra Advisory Services, Llc | 0.01% | 87,624 | $2,017,991 | $1,984,684 | -$33,307 | -1.65% | |
| Vestgen Advisors, Llc | 0.05% | 79,868 | $1,839,363 | $1,809,010 | -$30,353 | -1.65% | |
| Key Financial Inc | 0.30% | 79,698 | $1,835,445 | $1,805,160 | -$30,285 | -1.65% | |
| Signaturefd, Llc | 0.02% | 77,860 | $1,793,116 | $1,763,529 | -$29,587 | -1.65% | |
| Mml Investors Services, Llc | 0.00% | 76,642 | $1,765,076 | $1,735,941 | -$29,135 | -1.65% | |
| Financial Solutions Advisory Group, Inc. | 0.21% | 72,527 | $1,671,385 | $1,642,737 | -$28,648 | -1.71% | |
| Asset Dedication, Llc | 0.10% | 71,381 | $1,643,905 | $1,616,780 | -$27,125 | -1.65% | |
| Jones Financial Companies Lllp | 0.00% | 70,341 | $1,619,953 | $1,593,224 | -$26,729 | -1.65% | |
| Paulson Wealth Management Inc. | 0.28% | 56,803 | $1,308,173 | $1,286,588 | -$21,585 | -1.65% | |
| Huntington National Bank | 0.01% | 53,089 | $1,222,639 | $1,202,466 | -$20,173 | -1.65% | |
| Farmers National Bank | 0.26% | 53,086 | $1,222,571 | $1,202,398 | -$20,173 | -1.65% | |
| Mission Wealth Management, Lp | 0.01% | 51,344 | $1,182,453 | $1,162,942 | -$19,511 | -1.65% | |
| Captrust Financial Advisors | 0.00% | 46,396 | $1,068,503 | $1,050,869 | -$17,634 | -1.65% | |
| Anchor Investment Management, Llc | 0.08% | 45,500 | $1,047,865 | $1,030,575 | -$17,290 | -1.65% | |
| Willis Johnson & Associates, Inc. | 0.06% | 43,244 | $995,903 | $979,477 | -$16,426 | -1.65% | |
| Carnegie Investment Counsel | 0.02% | 43,052 | $991,221 | $975,128 | -$16,093 | -1.62% | |
| Jacobi Capital Management Llc | 0.05% | 42,726 | $983,981 | $967,744 | -$16,237 | -1.65% | |
| Brown Advisory Inc | 0.00% | 41,306 | $951,277 | $935,581 | -$15,696 | -1.65% | |
| Sanctuary Advisors, Llc | 0.00% | 39,841 | $917,540 | $902,399 | -$15,141 | -1.65% | |
| Alphastar Capital Management, Llc | 0.06% | 38,417 | $884,740 | $870,145 | -$14,595 | -1.65% | |
| Garrett Wealth Advisory Group, Llc | 0.13% | 38,098 | $877,397 | $862,920 | -$14,477 | -1.65% | |
| Equitable Holdings, Inc. | 0.01% | 36,501 | $840,623 | $826,748 | -$13,875 | -1.65% | |
| Susquehanna International Group, Llp | 0.00% | 36,275 | $835,413 | $821,629 | -$13,784 | -1.65% | |
| Stifel Financial Corp | 0.00% | 35,479 | $817,077 | $803,599 | -$13,478 | -1.65% | |
| Harbour Investments, Inc. | 0.01% | 34,314 | $790,242 | $777,212 | -$13,030 | -1.65% | |
| Fourpath Capital Management, Llc | 0.10% | 32,363 | $745,320 | $733,022 | -$12,298 | -1.65% |
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.