INVESCO BUL SHRS 2033 MB ETF (BSSX) Institutional Shareholders
INVESCO BUL SHRS 2033 MB ETF (BSSX) 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 $74.32M in BSSX holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BSSX tracked by InsiderSet, reporting ownership valued at approximately $6.70M 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 $6.66M, representing an estimated loss of -0.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed BSSX value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Confluence Investment Management Llc, Atlantic Union Bankshares Corp, and several other long-term asset managers with concentrated positions in INVESCO BUL SHRS 2033 MB ETF (BSSX).
This page ranks the largest institutional BSSX 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
64
Total Reported Value
$74.32M
Largest Holder
Lpl Financial Llc
Largest Position
$6.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 263,451 | $6,696,517 | $6,661,279 | -$35,238 | -0.53% | |
| Confluence Investment Management Llc | 0.09% | 220,399 | $5,687,396 | $5,572,723 | -$114,673 | -2.02% | |
| Atlantic Union Bankshares Corp | 0.09% | 185,413 | $4,712,921 | $4,688,112 | -$24,809 | -0.53% | |
| Raymond James Financial Inc | 0.00% | 168,655 | $4,286,961 | $4,264,391 | -$22,570 | -0.53% | |
| Bank Of America Corp | 0.00% | 167,106 | $4,247,533 | $4,225,225 | -$22,308 | -0.53% | |
| Precedent Wealth Partners, Llc | 0.67% | 156,010 | $4,025,838 | $3,944,666 | -$81,172 | -2.02% | |
| Kestra Advisory Services, Llc | 0.01% | 152,003 | $3,922,444 | $3,843,350 | -$79,094 | -2.02% | |
| Hightower Advisors, Llc | 0.00% | 115,983 | $2,948,107 | $2,932,595 | -$15,512 | -0.53% | |
| Legacy Private Trust Co. | 0.16% | 112,436 | $2,901,410 | $2,842,911 | -$58,499 | -2.02% | |
| Hills Bank & Trust Co | 0.13% | 105,261 | $2,675,577 | $2,661,493 | -$14,084 | -0.53% | |
| Sequoia Financial Advisors | 0.01% | 101,789 | $2,626,666 | $2,573,704 | -$52,962 | -2.02% | |
| Envision Financial Planning, Llc | 0.94% | 101,913 | $2,590,483 | $2,576,840 | -$13,643 | -0.53% | |
| Invesco Ltd. | 0.00% | 89,063 | $2,263,851 | $2,251,931 | -$11,920 | -0.53% | |
| Morgan Stanley | 0.00% | 76,197 | $1,936,813 | $1,926,618 | -$10,195 | -0.53% | |
| Stifel Financial Corp | 0.00% | 54,047 | $1,373,800 | $1,366,562 | -$7,238 | -0.53% | |
| Clark Asset Management, Llc | 0.10% | 51,238 | $1,322,201 | $1,295,537 | -$26,664 | -2.02% | |
| Lido Advisors, Llc | 0.01% | 50,600 | $1,286,176 | $1,279,406 | -$6,770 | -0.53% | |
| Envestnet Asset Management Inc | 0.00% | 47,011 | $1,213,122 | $1,188,659 | -$24,463 | -2.02% | |
| Key Financial Inc | 0.19% | 45,809 | $1,182,101 | $1,158,267 | -$23,834 | -2.02% | |
| Goldman Sachs Group Inc | 0.00% | 45,335 | $1,152,348 | $1,146,282 | -$6,066 | -0.53% | |
| Jacobi Capital Management Llc | 0.05% | 38,173 | $985,065 | $965,193 | -$19,872 | -2.02% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 37,875 | $962,725 | $957,658 | -$5,067 | -0.53% | |
| Ubs Group Ag | 0.00% | 33,838 | $860,128 | $855,584 | -$4,544 | -0.53% | |
| Osaic Holdings, Inc. | 0.00% | 25,951 | $659,673 | $656,163 | -$3,510 | -0.53% | |
| Sax Wealth Advisors, Llc | 0.03% | 25,250 | $641,817 | $638,439 | -$3,378 | -0.53% | |
| Ameriprise Financial Inc | 0.00% | 24,460 | $621,727 | $618,464 | -$3,263 | -0.52% | |
| Jane Street Group, Llc | 0.00% | 23,617 | $600,309 | $597,149 | -$3,160 | -0.53% | |
| Wedmont Private Capital | 0.02% | 22,950 | $590,678 | $580,284 | -$10,394 | -1.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,841 | $563,610 | $552,243 | -$11,367 | -2.02% | |
| International Assets Investment Management, Llc | 0.03% | 20,701 | $533,957 | $523,419 | -$10,538 | -1.97% | |
| Royal Bank Of Canada | 0.00% | 20,394 | $518,000 | $515,656 | -$2,344 | -0.45% | |
| Jones Financial Companies Lllp | 0.00% | 19,936 | $504,640 | $504,076 | -$564 | -0.11% | |
| Addison Advisors Llc | 0.11% | 19,428 | $493,831 | $491,231 | -$2,600 | -0.53% | |
| D.A. Davidson & Co. | 0.00% | 17,310 | $446,685 | $437,678 | -$9,007 | -2.02% | |
| Moneco Advisors, Llc | 0.03% | 15,729 | $399,799 | $397,703 | -$2,096 | -0.52% | |
| United Capital Financial Advisors, Llc | 0.00% | 15,278 | $388,214 | $386,300 | -$1,914 | -0.49% | |
| Tassel Capital Management, Inc. | 0.21% | 15,244 | $387,488 | $385,440 | -$2,048 | -0.53% | |
| Virtue Asset Management Llc | 0.27% | 14,784 | $381,501 | $373,809 | -$7,692 | -2.02% | |
| Captrust Financial Advisors | 0.00% | 13,672 | $347,520 | $345,692 | -$1,828 | -0.53% | |
| Kestra Private Wealth Services, Llc | 0.00% | 12,428 | $320,717 | $314,238 | -$6,479 | -2.02% | |
| Asset Dedication, Llc | 0.02% | 12,284 | $316,989 | $310,597 | -$6,392 | -2.02% | |
| Bill Few Associates, Inc. | 0.07% | 11,919 | $307,570 | $301,368 | -$6,202 | -2.02% | |
| Cetera Investment Advisers | 0.00% | 11,761 | $298,956 | $297,373 | -$1,583 | -0.53% | |
| Equitable Holdings, Inc. | 0.00% | 11,118 | $287,456 | $281,115 | -$6,341 | -2.21% | |
| Crews Bank & Trust | 0.04% | 10,775 | $278,049 | $272,443 | -$5,606 | -2.02% | |
| Vestgen Advisors, Llc | 0.01% | 10,566 | $272,010 | $267,158 | -$4,852 | -1.78% | |
| Opulen Financial Group Llc | 0.16% | 9,736 | $251,248 | $246,172 | -$5,076 | -2.02% | |
| Intentional Wealth Strategies, Llc | 0.22% | 9,238 | $238,387 | $233,580 | -$4,807 | -2.02% | |
| Mml Investors Services, Llc | 0.00% | 9,328 | $237,104 | $235,856 | -$1,248 | -0.53% | |
| Summit Trail Advisors, Llc | 0.00% | 9,078 | $230,749 | $229,535 | -$1,214 | -0.53% |
Frequently asked questions about BSSX
Who owns the most BSSX stock?
The largest holders of BSSX 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 BUL SHRS 2033 MB ETF (BSSX).
Is BSSX widely held by superinvestors?
Many widely followed stocks like BSSX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSSX 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.