INVSC BULLETSHARES 2032 CORP (BSCW) Institutional Shareholders

INVSC BULLETSHARES 2032 CORP (BSCW) 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 $1.10B in BSCW holdings during the latest filing period.

Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of BSCW tracked by InsiderSet, reporting ownership valued at approximately $180.07M 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 $178.82M, representing an estimated loss of -0.69% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed BSCW value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INVSC BULLETSHARES 2032 CORP (BSCW).

This page ranks the largest institutional BSCW 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

167

Total Reported Value

$1.10B

Largest Holder

Aptus Capital Advisors, Llc

Largest Position

$180.07M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

150

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Aptus Capital Advisors, Llc1.51%8,746,530$180,072,685$178,822,806-$1,249,879-0.69%
Morgan Stanley0.01%4,846,523$99,779,745$99,087,163-$692,582-0.69%
Raymond James Financial Inc0.03%4,441,247$91,435,962$90,801,295-$634,667-0.69%
Wells Fargo & Company/Mn0.01%3,252,062$66,953,133$66,488,408-$464,725-0.69%
Lpl Financial Llc0.01%2,299,670$47,345,360$47,016,753-$328,607-0.69%
Atlantic Union Bankshares Corp0.82%2,072,879$42,676,225$42,380,011-$296,214-0.69%
Ubs Group Ag0.01%2,033,652$41,868,827$41,578,015-$290,812-0.69%
Hengehold Capital Management Llc3.03%1,904,149$39,054,102$38,930,326-$123,776-0.32%
Invesco Ltd.0.01%1,672,820$34,439,848$34,200,805-$239,043-0.69%
Moneco Advisors, Llc1.69%1,056,767$21,756,614$21,605,601-$151,013-0.69%
Royal Bank Of Canada0.00%994,559$20,476,000$20,333,759-$142,241-0.69%
Envestnet Asset Management Inc0.01%931,945$19,186,797$19,053,616-$133,181-0.69%
Motley Fool Wealth Management, Llc1.97%847,636$17,451,050$17,329,918-$121,132-0.69%
Capital Investment Counsel, Llc2.01%791,608$16,235,880$16,184,426-$51,454-0.32%
Baird Financial Group, Inc.0.03%781,137$16,081,970$15,970,346-$111,624-0.69%
Foronjy Financial Llc5.98%698,863$14,388,127$14,288,254-$99,873-0.69%
Clark Asset Management, Llc1.12%696,425$14,283,677$14,238,409-$45,268-0.32%
Bank Of America Corp0.00%690,831$14,222,285$14,124,040-$98,245-0.69%
&Partners0.07%675,667$13,910,571$13,814,012-$96,559-0.69%
Strategic Financial Group, Llc13.32%678,051$13,906,826$13,862,753-$44,073-0.32%
Gill Capital Partners, Llc3.31%559,522$11,519,382$11,439,427-$79,955-0.69%
Cookson Peirce & Co Inc0.45%514,017$10,582,531$10,509,078-$73,453-0.69%
Sequoia Financial Advisors0.05%512,884$10,519,251$10,485,913-$33,338-0.32%
Osaic Holdings, Inc.0.02%501,944$10,334,954$10,262,245-$72,709-0.70%
Cornerstone Planning, Llc2.11%453,415$9,353,872$9,270,070-$83,802-0.90%
Lido Advisors, Llc0.03%408,009$8,400,069$8,341,744-$58,325-0.69%
Mai Capital Management0.04%378,647$7,795,541$7,741,438-$54,103-0.69%
Jones Financial Companies Lllp0.00%376,045$7,667,563$7,688,240+$20,677+0.27%
Marietta Wealth Management, Llc0.89%364,437$7,502,993$7,450,914-$52,079-0.69%
Decker Wealth Management Llc1.60%348,573$7,276,469$7,126,575-$149,894-2.06%
Independent Advisor Alliance0.08%353,213$7,271,911$7,221,440-$50,471-0.69%
Modern Wealth Management, Llc0.12%334,383$6,888,294$6,836,460-$51,834-0.75%
Mml Investors Services, Llc0.02%299,487$6,165,812$6,123,012-$42,800-0.69%
Clearstead Advisors, Llc0.06%292,485$6,021,659$5,979,856-$41,803-0.69%
Addison Advisors Llc1.32%290,687$5,984,630$5,943,096-$41,534-0.69%
Goepper Burkhardt Llc1.95%283,072$5,827,858$5,787,407-$40,451-0.69%
Bcs Wealth Management0.93%251,567$5,159,643$5,143,287-$16,356-0.32%
Northwestern Mutual Wealth Management Co0.00%246,990$5,085,007$5,049,711-$35,296-0.69%
Northavenue Llc3.81%232,795$4,792,755$4,759,494-$33,261-0.69%
Stephens Inc0.06%223,176$4,594,729$4,562,833-$31,896-0.69%
Private Advisor Group, Llc0.02%205,089$4,222,346$4,193,045-$29,301-0.69%
Mercer Global Advisors Inc0.01%182,079$3,748,616$3,722,605-$26,011-0.69%
Straight Path Wealth Management0.99%179,532$3,696,177$3,670,532-$25,645-0.69%
Ameriprise Financial Inc0.00%174,894$3,600,688$3,575,708-$24,980-0.69%
Cetera Investment Advisers0.00%173,202$3,565,862$3,541,115-$24,747-0.69%
Ledgewood Wealth Advisors, Llc1.83%168,185$3,449,482$3,438,542-$10,940-0.32%
Commonwealth Equity Services, Llc0.00%165,742$3,412,280$3,388,595-$23,685-0.69%
Infinity Wealth Counsel, Llc2.61%157,533$3,231,002$3,220,762-$10,240-0.32%
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management0.05%154,574$3,170,313$3,160,265-$10,048-0.32%
Avior Wealth Management, Llc0.08%150,932$3,095,615$3,085,805-$9,810-0.32%

Frequently asked questions about BSCW

  • Who owns the most BSCW stock?

    The largest holders of BSCW 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 INVSC BULLETSHARES 2032 CORP (BSCW).

  • Is BSCW widely held by superinvestors?

    Many widely followed stocks like BSCW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSCW 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.