BSMU Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2030 MU (BSMU) is currently held by 107 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $173.57M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of BSMU tracked by InsiderSet, reporting ownership valued at approximately $11.25M 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 $11.01M, representing an estimated loss of -2.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed BSMU value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Lpl Financial Llc, Hills Bank & Trust Co, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2030 MU (BSMU).
This page ranks the largest institutional BSMU 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
107
Total Reported Value
$173.57M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$11.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.00% | 513,455 | $11,254,164 | $11,008,167 | -$245,997 | -2.19% | |
| Lpl Financial Llc | 0.00% | 465,215 | $10,196,815 | $9,973,930 | -$222,885 | -2.19% | |
| Hills Bank & Trust Co | 0.49% | 460,879 | $10,053,338 | $9,880,969 | -$172,369 | -1.71% | |
| Truist Financial Corp | 0.01% | 365,111 | $7,628,674 | $7,827,761 | +$199,087 | +2.61% | |
| Morgan Stanley | 0.00% | 327,565 | $7,179,733 | $7,022,797 | -$156,936 | -2.19% | |
| Stratos Wealth Advisors, Llc | 0.38% | 319,294 | $6,998,457 | $6,845,472 | -$152,985 | -2.19% | |
| Invesco Ltd. | 0.00% | 315,158 | $6,907,781 | $6,756,798 | -$150,983 | -2.19% | |
| Kathmere Capital Management, Llc | 0.31% | 302,587 | $6,322,283 | $6,487,284 | +$165,001 | +2.61% | |
| Bank Of America Corp | 0.00% | 287,765 | $6,307,285 | $6,169,509 | -$137,776 | -2.18% | |
| Atlantic Union Bankshares Corp | 0.09% | 251,404 | $5,510,399 | $5,389,951 | -$120,448 | -2.19% | |
| Ubs Group Ag | 0.00% | 248,848 | $5,454,499 | $5,335,152 | -$119,347 | -2.19% | |
| Raymond James Financial Inc | 0.00% | 240,737 | $5,276,591 | $5,161,257 | -$115,334 | -2.19% | |
| Precedent Wealth Partners, Llc | 0.77% | 239,517 | $5,004,499 | $5,135,101 | +$130,602 | +2.61% | |
| Newedge Advisors, Llc | 0.01% | 217,003 | $4,756,389 | $4,652,414 | -$103,975 | -2.19% | |
| Lido Advisors, Llc | 0.02% | 201,800 | $4,423,153 | $4,326,471 | -$96,682 | -2.19% | |
| Moneco Advisors, Llc | 0.22% | 166,980 | $3,659,959 | $3,579,951 | -$80,008 | -2.19% | |
| Central Valley Advisors, Llc | 0.97% | 172,602 | $3,606,366 | $3,700,483 | +$94,117 | +2.61% | |
| Clark Asset Management, Llc | 0.25% | 163,199 | $3,409,906 | $3,498,889 | +$88,983 | +2.61% | |
| Jones Financial Companies Lllp | 0.00% | 145,748 | $3,194,067 | $3,124,750 | -$69,317 | -2.17% | |
| Kestra Advisory Services, Llc | 0.01% | 145,270 | $3,035,295 | $3,114,502 | +$79,207 | +2.61% | |
| Envestnet Asset Management Inc | 0.00% | 112,964 | $2,475,999 | $2,421,880 | -$54,119 | -2.19% | |
| Confluence Investment Management Llc | 0.04% | 111,842 | $2,336,838 | $2,397,825 | +$60,987 | +2.61% | |
| Parkway Wealth Management Group, Llc | 0.26% | 107,596 | $2,248,120 | $2,306,794 | +$58,674 | +2.61% | |
| Insight Wealth Partners, Llc | 0.84% | 102,392 | $2,139,389 | $2,195,223 | +$55,834 | +2.61% | |
| Osaic Holdings, Inc. | 0.00% | 90,042 | $1,973,710 | $1,930,446 | -$43,264 | -2.19% | |
| Envision Financial Planning, Llc | 0.59% | 82,807 | $1,815,000 | $1,775,332 | -$39,668 | -2.19% | |
| Key Financial Inc | 0.29% | 85,705 | $1,790,729 | $1,837,464 | +$46,735 | +2.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 74,422 | $1,554,980 | $1,595,563 | +$40,583 | +2.61% | |
| Vestgen Advisors, Llc | 0.05% | 73,832 | $1,542,663 | $1,582,914 | +$40,251 | +2.61% | |
| Mml Investors Services, Llc | 0.00% | 70,222 | $1,539,169 | $1,505,518 | -$33,651 | -2.19% | |
| Asset Dedication, Llc | 0.09% | 64,841 | $1,421,218 | $1,390,152 | -$31,066 | -2.19% | |
| Integrated Wealth Concepts Llc | 0.01% | 62,608 | $1,372,277 | $1,342,278 | -$29,999 | -2.19% | |
| Farmers National Bank | 0.28% | 61,618 | $1,350,574 | $1,321,053 | -$29,521 | -2.19% | |
| Huntington National Bank | 0.01% | 57,868 | $1,268,380 | $1,240,655 | -$27,725 | -2.19% | |
| Legacy Private Trust Co. | 0.07% | 59,554 | $1,244,326 | $1,276,802 | +$32,476 | +2.61% | |
| Signaturefd, Llc | 0.01% | 50,295 | $1,050,869 | $1,078,295 | +$27,426 | +2.61% | |
| Willis Johnson & Associates, Inc. | 0.06% | 45,347 | $993,944 | $972,212 | -$21,732 | -2.19% | |
| Jacobi Capital Management Llc | 0.05% | 44,929 | $984,787 | $963,251 | -$21,536 | -2.19% | |
| Captrust Financial Advisors | 0.00% | 43,813 | $960,306 | $939,324 | -$20,982 | -2.18% | |
| Fourpath Capital Management, Llc | 0.11% | 40,000 | $835,764 | $857,576 | +$21,812 | +2.61% | |
| Paulson Wealth Management Inc. | 0.17% | 39,306 | $821,263 | $842,697 | +$21,434 | +2.61% | |
| Sarver Vrooman Wealth Advisors | 0.48% | 39,012 | $815,121 | $836,394 | +$21,273 | +2.61% | |
| Stifel Financial Corp | 0.00% | 36,918 | $809,187 | $791,500 | -$17,687 | -2.19% | |
| Alphastar Capital Management, Llc | 0.05% | 36,280 | $758,042 | $777,821 | +$19,779 | +2.61% | |
| Ima Advisory Services, Inc. | 0.04% | 31,126 | $682,236 | $667,323 | -$14,913 | -2.19% | |
| Mission Wealth Management, Lp | 0.01% | 32,535 | $679,790 | $697,531 | +$17,741 | +2.61% | |
| Silverlake Wealth Management Llc | 0.12% | 30,709 | $641,637 | $658,383 | +$16,746 | +2.61% | |
| Sax Wealth Advisors, Llc | 0.02% | 29,962 | $626,029 | $642,367 | +$16,338 | +2.61% | |
| Sequoia Financial Advisors | 0.00% | 28,245 | $619,089 | $605,556 | -$13,533 | -2.19% | |
| Royal Bank Of Canada | 0.00% | 28,172 | $617,000 | $603,991 | -$13,009 | -2.11% |
Frequently asked questions about BSMU
Who are the largest institutional holders of BSMU?
The largest institutional holders of BSMU reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Lpl Financial Llc, Hills Bank & Trust Co, Truist Financial Corp, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported BSMU position.
What is BSMU institutional ownership?
This page tracks BSMU positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2030 MU (BSMU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSMU?
InsiderSet currently tracks 107 institutional managers reporting BSMU 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 BSMU shareholders.
How much BSMU stock do institutions own?
Institutional investment managers disclosed approximately $173.57M in BSMU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSMU institutional ownership last updated?
The latest BSMU 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 BSMU 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 BSMU position after the reporting date.
Are institutions buying or selling BSMU?
Institutional buying and selling can be analyzed by comparing BSMU positions across consecutive 13F reporting periods. InsiderSet's BSMU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSMU ownership changes.
How has BSMU institutional ownership changed over time?
InsiderSet tracks BSMU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.