BSMT Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2029 MU (BSMT) is currently held by 123 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $180.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $14.99M, representing an estimated loss of -1.28% 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
$180.82M
Largest Holder
Hills Bank & Trust Co
Largest Position
$15.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
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 | $14,985,412 | -$193,696 | -1.28% | |
| Wells Fargo & Company/Mn | 0.00% | 567,574 | $13,071,228 | $12,900,957 | -$170,271 | -1.30% | |
| Raymond James Financial Inc | 0.00% | 381,835 | $8,793,654 | $8,679,110 | -$114,544 | -1.30% | |
| Kathmere Capital Management, Llc | 0.39% | 363,028 | $8,082,201 | $8,251,626 | +$169,425 | +2.10% | |
| Lpl Financial Llc | 0.00% | 324,270 | $7,467,945 | $7,370,657 | -$97,288 | -1.30% | |
| Invesco Ltd. | 0.00% | 303,363 | $6,986,453 | $6,895,441 | -$91,012 | -1.30% | |
| Atlantic Union Bankshares Corp | 0.12% | 301,728 | $6,948,796 | $6,858,277 | -$90,519 | -1.30% | |
| Bank Of America Corp | 0.00% | 293,262 | $6,753,824 | $6,665,845 | -$87,979 | -1.30% | |
| Morgan Stanley | 0.00% | 247,954 | $5,710,402 | $5,635,994 | -$74,408 | -1.30% | |
| Newedge Advisors, Llc | 0.01% | 216,442 | $4,984,662 | $4,919,727 | -$64,935 | -1.30% | |
| Avior Wealth Management, Llc | 0.13% | 218,375 | $4,861,747 | $4,963,664 | +$101,917 | +2.10% | |
| Precedent Wealth Partners, Llc | 0.70% | 205,299 | $4,570,637 | $4,666,446 | +$95,809 | +2.10% | |
| Osaic Holdings, Inc. | 0.00% | 169,221 | $3,897,198 | $3,846,393 | -$50,805 | -1.30% | |
| Central Valley Advisors, Llc | 1.00% | 167,120 | $3,720,641 | $3,798,638 | +$77,997 | +2.10% | |
| Moneco Advisors, Llc | 0.22% | 158,107 | $3,641,197 | $3,593,772 | -$47,425 | -1.30% | |
| Ubs Group Ag | 0.00% | 155,342 | $3,577,526 | $3,530,924 | -$46,602 | -1.30% | |
| Integrated Wealth Concepts Llc | 0.02% | 154,554 | $3,559,383 | $3,513,012 | -$46,371 | -1.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 112,989 | $2,602,150 | $2,568,240 | -$33,910 | -1.30% | |
| Clark Asset Management, Llc | 0.19% | 114,995 | $2,560,164 | $2,613,836 | +$53,672 | +2.10% | |
| Sequoia Financial Advisors | 0.01% | 107,886 | $2,484,615 | $2,452,249 | -$32,366 | -1.30% | |
| Lido Advisors, Llc | 0.01% | 106,400 | $2,450,392 | $2,418,472 | -$31,920 | -1.30% | |
| Envestnet Asset Management Inc | 0.00% | 105,968 | $2,440,436 | $2,408,653 | -$31,783 | -1.30% | |
| Confluence Investment Management Llc | 0.04% | 93,965 | $2,091,971 | $2,135,824 | +$43,853 | +2.10% | |
| Kestra Advisory Services, Llc | 0.01% | 87,624 | $2,017,991 | $1,991,694 | -$26,297 | -1.30% | |
| Key Financial Inc | 0.30% | 79,698 | $1,835,445 | $1,811,536 | -$23,909 | -1.30% | |
| Mml Investors Services, Llc | 0.00% | 76,642 | $1,765,076 | $1,742,073 | -$23,003 | -1.30% | |
| Signaturefd, Llc | 0.02% | 77,860 | $1,733,421 | $1,769,758 | +$36,337 | +2.10% | |
| Vestgen Advisors, Llc | 0.05% | 77,739 | $1,730,729 | $1,767,007 | +$36,278 | +2.10% | |
| Asset Dedication, Llc | 0.10% | 71,381 | $1,643,905 | $1,622,490 | -$21,415 | -1.30% | |
| Financial Solutions Advisory Group, Inc. | 0.21% | 72,527 | $1,634,759 | $1,648,539 | +$13,780 | +0.84% | |
| Jones Financial Companies Lllp | 0.00% | 70,341 | $1,619,953 | $1,598,851 | -$21,102 | -1.30% | |
| Legacy Private Trust Co. | 0.08% | 64,920 | $1,445,332 | $1,475,632 | +$30,300 | +2.10% | |
| Paulson Wealth Management Inc. | 0.28% | 56,803 | $1,308,173 | $1,291,132 | -$17,041 | -1.30% | |
| Huntington National Bank | 0.01% | 53,089 | $1,222,639 | $1,206,713 | -$15,926 | -1.30% | |
| Farmers National Bank | 0.26% | 53,086 | $1,222,571 | $1,206,645 | -$15,926 | -1.30% | |
| Captrust Financial Advisors | 0.00% | 46,396 | $1,068,503 | $1,054,581 | -$13,922 | -1.30% | |
| Anchor Investment Management, Llc | 0.08% | 45,500 | $1,047,865 | $1,034,215 | -$13,650 | -1.30% | |
| Willis Johnson & Associates, Inc. | 0.06% | 43,244 | $995,903 | $982,936 | -$12,967 | -1.30% | |
| Jacobi Capital Management Llc | 0.05% | 42,726 | $983,981 | $971,162 | -$12,819 | -1.30% | |
| Brown Advisory Inc | 0.00% | 41,306 | $951,277 | $938,885 | -$12,392 | -1.30% | |
| Silverlake Wealth Management Llc | 0.18% | 42,369 | $943,274 | $963,047 | +$19,773 | +2.10% | |
| Sanctuary Advisors, Llc | 0.00% | 39,841 | $917,540 | $905,586 | -$11,954 | -1.30% | |
| Carnegie Investment Counsel | 0.02% | 40,602 | $903,935 | $922,883 | +$18,948 | +2.10% | |
| Alphastar Capital Management, Llc | 0.05% | 39,006 | $868,393 | $886,606 | +$18,213 | +2.10% | |
| Garrett Wealth Advisory Group, Llc | 0.13% | 38,098 | $848,187 | $865,968 | +$17,781 | +2.10% | |
| Equitable Holdings, Inc. | 0.01% | 36,501 | $840,623 | $829,668 | -$10,955 | -1.30% | |
| Susquehanna International Group, Llp | 0.00% | 36,275 | $835,413 | $824,531 | -$10,882 | -1.30% | |
| Stifel Financial Corp | 0.00% | 35,479 | $817,077 | $806,438 | -$10,639 | -1.30% | |
| Harbour Investments, Inc. | 0.01% | 34,314 | $790,242 | $779,957 | -$10,285 | -1.30% | |
| Verdence Capital Advisors Llc | 0.03% | 34,100 | $759,179 | $775,093 | +$15,914 | +2.10% |
Frequently asked questions about BSMT
Who are the largest institutional holders of BSMT?
The largest institutional holders of BSMT reported in the latest SEC Form 13F filings include Hills Bank & Trust Co, Wells Fargo & Company/Mn, Raymond James Financial Inc, Kathmere Capital Management, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported BSMT position.
What is BSMT institutional ownership?
This page tracks BSMT positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2029 MU (BSMT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSMT?
InsiderSet currently tracks 123 institutional managers reporting BSMT 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 BSMT shareholders.
How much BSMT stock do institutions own?
Institutional investment managers disclosed approximately $180.82M in BSMT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSMT institutional ownership last updated?
The latest BSMT 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 BSMT 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 BSMT position after the reporting date.
Are institutions buying or selling BSMT?
Institutional buying and selling can be analyzed by comparing BSMT positions across consecutive 13F reporting periods. InsiderSet's BSMT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSMT ownership changes.
How has BSMT institutional ownership changed over time?
InsiderSet tracks BSMT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.