INVES BLTSHRS 2035 MB ETF (BSMZ) Institutional Ownership and Insiders Activity
INVES BLTSHRS 2035 MB ETF (BSMZ) is widely held by institutional investors, with 31 firms reporting positions valued at approximately $31.83M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Atlantic Union Bankshares Corp is the largest disclosed holder, reporting approximately $4.83M in BSMZ holdings in its latest filing.
Institutional Holders
31
Total Reported Value
$31.83M
Largest Holder
Atlantic Union Bankshares Corp
Largest Position
$4.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
5
Top Institutional Owners
View allInvestorReported Balance
- Atlantic Union Bankshares Corp$4.83M
- Lpl Financial Llc$4.63M
- Confluence Investment Management Llc$4.45M
- Invesco Ltd.$2.42M
- Equitable Holdings, Inc.$1.21M