INVESCO BULLETSHARES 2034 MB (BSMY) Institutional Shareholders
INVESCO BULLETSHARES 2034 MB (BSMY) 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 $73.44M in BSMY holdings during the latest filing period.
Confluence Investment Management Llc is currently the largest disclosed institutional shareholder of BSMY tracked by InsiderSet, reporting ownership valued at approximately $7.48M 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 $7.09M, representing an estimated loss of -5.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed BSMY value among the investors covered in this analysis. Major shareholders include Confluence Investment Management Llc, Raymond James Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2034 MB (BSMY).
This page ranks the largest institutional BSMY 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
50
Total Reported Value
$73.44M
Largest Holder
Confluence Investment Management Llc
Largest Position
$7.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Confluence Investment Management Llc | 0.12% | 303,465 | $7,480,807 | $7,088,609 | -$392,198 | -5.24% | |
| Raymond James Financial Inc | 0.00% | 280,417 | $6,912,647 | $6,550,233 | -$362,414 | -5.24% | |
| Lpl Financial Llc | 0.00% | 279,144 | $6,881,257 | $6,520,497 | -$360,760 | -5.24% | |
| Bcs Wealth Management | 1.04% | 234,983 | $5,792,635 | $5,488,944 | -$303,691 | -5.24% | |
| Atlantic Union Bankshares Corp | 0.08% | 192,723 | $4,750,872 | $4,501,797 | -$249,075 | -5.24% | |
| Lido Advisors, Llc | 0.01% | 140,228 | $3,456,823 | $3,275,572 | -$181,251 | -5.24% | |
| Nestegg Advisors, Inc. | 2.16% | 124,044 | $3,057,855 | $2,897,531 | -$160,324 | -5.24% | |
| Bank Of America Corp | 0.00% | 122,603 | $3,022,287 | $2,863,871 | -$158,416 | -5.24% | |
| Envision Financial Planning, Llc | 0.98% | 122,522 | $3,020,327 | $2,861,979 | -$158,348 | -5.24% | |
| Hills Bank & Trust Co | 0.13% | 110,162 | $2,672,288 | $2,573,263 | -$99,025 | -3.71% | |
| D.A. Davidson & Co. | 0.01% | 102,325 | $2,522,444 | $2,390,199 | -$132,245 | -5.24% | |
| Invesco Ltd. | 0.00% | 96,218 | $2,371,898 | $2,247,547 | -$124,351 | -5.24% | |
| Kestra Advisory Services, Llc | 0.01% | 81,720 | $2,014,505 | $1,908,889 | -$105,616 | -5.24% | |
| Morgan Stanley | 0.00% | 55,820 | $1,376,036 | $1,303,894 | -$72,142 | -5.24% | |
| Moneco Advisors, Llc | 0.08% | 51,523 | $1,270,109 | $1,203,521 | -$66,588 | -5.24% | |
| Stifel Financial Corp | 0.00% | 50,886 | $1,254,404 | $1,188,641 | -$65,763 | -5.24% | |
| Osaic Holdings, Inc. | 0.00% | 48,934 | $1,206,220 | $1,143,044 | -$63,176 | -5.24% | |
| Clark Asset Management, Llc | 0.09% | 46,519 | $1,146,747 | $1,086,633 | -$60,114 | -5.24% | |
| Elequin Capital, Lp | 0.03% | 42,043 | $1,036,415 | $982,078 | -$54,337 | -5.24% | |
| Envestnet Asset Management Inc | 0.00% | 39,382 | $970,815 | $919,920 | -$50,895 | -5.24% | |
| Key Financial Inc | 0.14% | 35,620 | $878,079 | $832,044 | -$46,035 | -5.24% | |
| Jacobi Capital Management Llc | 0.04% | 34,950 | $861,563 | $816,394 | -$45,169 | -5.24% | |
| Precedent Wealth Partners, Llc | 0.14% | 34,174 | $842,434 | $798,267 | -$44,167 | -5.24% | |
| Ubs Group Ag | 0.00% | 29,658 | $731,099 | $692,778 | -$38,321 | -5.24% | |
| Equitable Holdings, Inc. | 0.00% | 26,941 | $664,130 | $629,312 | -$34,818 | -5.24% | |
| Wedmont Private Capital | 0.02% | 24,360 | $598,540 | $569,023 | -$29,517 | -4.93% | |
| Sequoia Financial Advisors | 0.00% | 24,212 | $596,858 | $565,566 | -$31,292 | -5.24% | |
| United Capital Financial Advisors, Llc | 0.00% | 17,512 | $430,281 | $409,061 | -$21,220 | -4.93% | |
| Tassel Capital Management, Inc. | 0.19% | 16,697 | $411,601 | $390,024 | -$21,577 | -5.24% | |
| Sax Wealth Advisors, Llc | 0.02% | 16,633 | $403,480 | $388,529 | -$14,951 | -3.71% | |
| Yarger Wealth Strategies, Llc | 0.14% | 16,008 | $393,334 | $373,929 | -$19,405 | -4.93% | |
| Mml Investors Services, Llc | 0.00% | 15,182 | $374,263 | $354,635 | -$19,628 | -5.24% | |
| Royal Bank Of Canada | 0.00% | 14,783 | $364,000 | $345,315 | -$18,685 | -5.13% | |
| J.W. Cole Advisors, Inc. | 0.01% | 14,263 | $351,605 | $333,168 | -$18,437 | -5.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,061 | $346,620 | $328,449 | -$18,171 | -5.24% | |
| Addison Advisors Llc | 0.16% | 13,955 | $344,009 | $325,973 | -$18,036 | -5.24% | |
| Newedge Advisors, Llc | 0.00% | 13,100 | $322,932 | $306,002 | -$16,930 | -5.24% | |
| Jane Street Group, Llc | 0.00% | 12,878 | $317,459 | $300,816 | -$16,643 | -5.24% | |
| Kestra Private Wealth Services, Llc | 0.00% | 12,860 | $317,016 | $300,395 | -$16,621 | -5.24% | |
| Ifg Advisory, Llc | 0.01% | 12,649 | $311,805 | $295,467 | -$16,338 | -5.24% | |
| Bill Few Associates, Inc. | 0.05% | 9,420 | $232,215 | $220,041 | -$12,174 | -5.24% | |
| Cookson Peirce & Co Inc | 0.01% | 9,169 | $226,028 | $214,178 | -$11,850 | -5.24% | |
| Captrust Financial Advisors | 0.00% | 8,863 | $218,480 | $207,030 | -$11,450 | -5.24% | |
| Asset Dedication, Llc | 0.01% | 8,688 | $214,171 | $202,942 | -$11,229 | -5.24% | |
| Jones Financial Companies Lllp | 0.00% | 6,400 | $157,574 | $149,497 | -$8,077 | -5.13% | |
| Larson Financial Group Llc | 0.00% | 4,662 | $114,924 | $108,899 | -$6,025 | -5.24% | |
| Ifp Advisors, Inc | 0.00% | 3,950 | $97,373 | $92,268 | -$5,105 | -5.24% | |
| First Command Advisory Services, Inc. | 0.00% | 1,777 | $43,805 | $41,509 | -$2,296 | -5.24% | |
| Fifth Third Bancorp | 0.00% | 1,654 | $40,773 | $38,636 | -$2,137 | -5.24% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 596 | $14,693 | $13,922 | -$771 | -5.25% |
Frequently asked questions about BSMY
Who owns the most BSMY stock?
The largest holders of BSMY 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 2034 MB (BSMY).
Is BSMY widely held by superinvestors?
Many widely followed stocks like BSMY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSMY 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.