INVESCO BULLETSHARES 2032 MU (BSMW) Top Institutional Shareholders
INVESCO BULLETSHARES 2032 MU (BSMW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $109.54M in BSMW holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BSMW tracked by InsiderSet, reporting ownership valued at approximately $11.54M 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 $11.67M, representing an estimated gain of +1.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed BSMW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Stratos Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2032 MU (BSMW).
This page ranks the largest institutional BSMW 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
63
Total Reported Value
$109.54M
Largest Holder
Morgan Stanley
Largest Position
$11.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 464,271 | $11,538,903 | $11,669,637 | +$130,734 | +1.13% | |
| Lpl Financial Llc | 0.00% | 421,922 | $10,486,373 | $10,605,178 | +$118,805 | +1.13% | |
| Stratos Wealth Advisors, Llc | 0.36% | 238,650 | $5,931,361 | $5,998,563 | +$67,202 | +1.13% | |
| Wells Fargo & Company/Mn | 0.00% | 237,129 | $5,893,562 | $5,960,332 | +$66,770 | +1.13% | |
| Atlantic Union Bankshares Corp | 0.11% | 226,065 | $5,618,575 | $5,682,234 | +$63,659 | +1.13% | |
| Confluence Investment Management Llc | 0.08% | 212,666 | $5,285,558 | $5,345,445 | +$59,887 | +1.13% | |
| Bank Of America Corp | 0.00% | 198,668 | $4,937,538 | $4,993,600 | +$56,062 | +1.14% | |
| Invesco Ltd. | 0.00% | 169,437 | $4,211,157 | $4,258,867 | +$47,710 | +1.13% | |
| Precedent Wealth Partners, Llc | 0.80% | 161,355 | $4,010,284 | $4,055,722 | +$45,438 | +1.13% | |
| Raymond James Financial Inc | 0.00% | 145,942 | $3,627,211 | $3,668,311 | +$41,100 | +1.13% | |
| Ubs Group Ag | 0.00% | 138,713 | $3,447,573 | $3,486,607 | +$39,034 | +1.13% | |
| Envestnet Asset Management Inc | 0.00% | 117,176 | $2,912,268 | $2,945,266 | +$32,998 | +1.13% | |
| Hills Bank & Trust Co | 0.14% | 115,584 | $2,872,702 | $2,905,250 | +$32,548 | +1.13% | |
| Moneco Advisors, Llc | 0.22% | 114,289 | $2,840,508 | $2,872,700 | +$32,192 | +1.13% | |
| Envision Financial Planning, Llc | 1.02% | 112,884 | $2,805,609 | $2,837,384 | +$31,775 | +1.13% | |
| Kestra Advisory Services, Llc | 0.01% | 108,408 | $2,694,341 | $2,724,878 | +$30,537 | +1.13% | |
| Lido Advisors, Llc | 0.01% | 107,600 | $2,674,269 | $2,704,569 | +$30,300 | +1.13% | |
| Hightower Advisors, Llc | 0.00% | 106,184 | $2,639,081 | $2,668,977 | +$29,896 | +1.13% | |
| Ameriprise Financial Inc | 0.00% | 90,197 | $2,241,735 | $2,267,138 | +$25,403 | +1.13% | |
| Legacy Private Trust Co. | 0.11% | 69,770 | $1,734,049 | $1,753,697 | +$19,648 | +1.13% | |
| Clark Asset Management, Llc | 0.16% | 69,307 | $1,722,546 | $1,742,059 | +$19,513 | +1.13% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 65,511 | $1,628,197 | $1,646,645 | +$18,448 | +1.13% | |
| Stifel Financial Corp | 0.00% | 58,051 | $1,442,787 | $1,459,135 | +$16,348 | +1.13% | |
| Key Financial Inc | 0.22% | 49,403 | $1,227,852 | $1,241,764 | +$13,912 | +1.13% | |
| Osaic Holdings, Inc. | 0.00% | 48,742 | $1,211,233 | $1,225,150 | +$13,917 | +1.15% | |
| United Capital Financial Advisors, Llc | 0.01% | 45,276 | $1,122,392 | $1,138,030 | +$15,638 | +1.39% | |
| Equitable Holdings, Inc. | 0.01% | 43,870 | $1,101,576 | $1,102,690 | +$1,114 | +0.10% | |
| Mml Investors Services, Llc | 0.00% | 41,730 | $1,037,142 | $1,048,900 | +$11,758 | +1.13% | |
| Vestgen Advisors, Llc | 0.03% | 39,868 | $996,412 | $1,002,098 | +$5,686 | +0.57% | |
| Jones Financial Companies Lllp | 0.00% | 31,221 | $773,094 | $784,752 | +$11,658 | +1.51% | |
| Marietta Wealth Management, Llc | 0.08% | 28,600 | $710,819 | $718,872 | +$8,053 | +1.13% | |
| Integrated Wealth Concepts Llc | 0.01% | 26,648 | $662,303 | $669,808 | +$7,505 | +1.13% | |
| Sequoia Financial Advisors | 0.00% | 24,945 | $619,979 | $627,003 | +$7,024 | +1.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,827 | $617,030 | $624,037 | +$7,007 | +1.14% | |
| Addison Advisors Llc | 0.12% | 22,299 | $554,215 | $560,494 | +$6,279 | +1.13% | |
| Huntington National Bank | 0.00% | 21,544 | $535,450 | $541,517 | +$6,067 | +1.13% | |
| Jane Street Group, Llc | 0.00% | 19,687 | $489,297 | $494,841 | +$5,544 | +1.13% | |
| Summit Trail Advisors, Llc | 0.01% | 18,573 | $461,610 | $466,840 | +$5,230 | +1.13% | |
| Jacobi Capital Management Llc | 0.02% | 16,886 | $419,674 | $424,436 | +$4,762 | +1.13% | |
| Invariant Investment Management | 0.25% | 16,187 | $406,383 | $406,867 | +$484 | +0.12% | |
| Captrust Financial Advisors | 0.00% | 16,014 | $398,005 | $402,518 | +$4,513 | +1.13% | |
| Royal Bank Of Canada | 0.00% | 14,388 | $358,000 | $361,648 | +$3,648 | +1.02% | |
| Bill Few Associates, Inc. | 0.07% | 12,157 | $302,148 | $305,571 | +$3,423 | +1.13% | |
| Harbour Investments, Inc. | 0.00% | 12,036 | $299,140 | $302,530 | +$3,390 | +1.13% | |
| Beacon Pointe Advisors, Llc | 0.00% | 10,027 | $249,210 | $252,033 | +$2,823 | +1.13% | |
| Cambridge Financial Group, Llc | 0.08% | 9,715 | $241,455 | $244,190 | +$2,735 | +1.13% | |
| Leavell Investment Management, Inc. | 0.01% | 9,365 | $232,756 | $235,393 | +$2,637 | +1.13% | |
| Opulen Financial Group Llc | 0.16% | 8,920 | $221,702 | $224,208 | +$2,506 | +1.13% | |
| Cookson Peirce & Co Inc | 0.01% | 8,208 | $204,000 | $206,311 | +$2,311 | +1.13% | |
| Crews Bank & Trust | 0.03% | 7,850 | $195,102 | $197,313 | +$2,211 | +1.13% |
Frequently asked questions about BSMW
Who owns the most BSMW stock?
The largest holders of BSMW 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 2032 MU (BSMW).
Is BSMW widely held by superinvestors?
Many widely followed stocks like BSMW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSMW 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.