INVESCO 2029 HIGH YIELD CORP (BSJT) Institutional Shareholders
INVESCO 2029 HIGH YIELD CORP (BSJT) 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 $336.95M in BSJT holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BSJT tracked by InsiderSet, reporting ownership valued at approximately $67.41M 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 $67.60M, representing an estimated gain of +0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed BSJT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Legacy Financial Group Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO 2029 HIGH YIELD CORP (BSJT).
This page ranks the largest institutional BSJT 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
121
Total Reported Value
$336.95M
Largest Holder
Lpl Financial Llc
Largest Position
$67.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 3,190,068 | $67,406,132 | $67,597,541 | +$191,409 | +0.28% | |
| Legacy Financial Group Llc | 2.18% | 916,872 | $19,373,499 | $19,428,518 | +$55,019 | +0.28% | |
| Wells Fargo & Company/Mn | 0.00% | 854,287 | $18,051,084 | $18,102,342 | +$51,258 | +0.28% | |
| Cetera Investment Advisers | 0.01% | 733,237 | $15,493,287 | $15,537,292 | +$44,005 | +0.28% | |
| Equitable Holdings, Inc. | 0.08% | 602,299 | $12,955,451 | $12,762,716 | -$192,735 | -1.49% | |
| Raymond James Financial Inc | 0.00% | 530,950 | $11,218,966 | $11,250,831 | +$31,865 | +0.28% | |
| Ubs Group Ag | 0.00% | 493,312 | $10,423,683 | $10,453,281 | +$29,598 | +0.28% | |
| Morgan Stanley | 0.00% | 476,655 | $10,071,755 | $10,100,319 | +$28,564 | +0.28% | |
| Osaic Holdings, Inc. | 0.01% | 429,143 | $9,068,225 | $9,093,540 | +$25,315 | +0.28% | |
| Mercer Global Advisors Inc | 0.01% | 425,062 | $8,981,563 | $9,007,064 | +$25,501 | +0.28% | |
| Leo Wealth, Llc | 0.64% | 418,693 | $8,806,113 | $8,872,105 | +$65,992 | +0.75% | |
| Modern Wealth Management, Llc | 0.10% | 413,738 | $8,742,289 | $8,767,108 | +$24,819 | +0.28% | |
| Avior Wealth Management, Llc | 0.22% | 399,608 | $8,443,720 | $8,467,694 | +$23,974 | +0.28% | |
| Sfe Investment Counsel | 1.10% | 378,154 | $7,990,394 | $8,013,083 | +$22,689 | +0.28% | |
| Stablepoint Partners, Llc | 1.00% | 340,722 | $7,199,462 | $7,219,899 | +$20,437 | +0.28% | |
| Banta Asset Management Lp | 6.09% | 322,870 | $6,822,243 | $6,841,615 | +$19,372 | +0.28% | |
| Iht Wealth Management, Llc | 0.12% | 273,721 | $5,783,721 | $5,800,148 | +$16,427 | +0.28% | |
| Captrust Financial Advisors | 0.01% | 261,376 | $5,522,875 | $5,538,557 | +$15,682 | +0.28% | |
| Advisory Alpha, Llc | 0.12% | 229,603 | $4,851,531 | $4,865,288 | +$13,757 | +0.28% | |
| Jones Financial Companies Lllp | 0.00% | 221,527 | $4,670,892 | $4,694,157 | +$23,265 | +0.50% | |
| Howard Wealth Management, Llc | 1.62% | 207,945 | $4,393,878 | $4,406,355 | +$12,477 | +0.28% | |
| Royal Bank Of Canada | 0.00% | 176,754 | $3,735,000 | $3,745,417 | +$10,417 | +0.28% | |
| Oder Investment Management, Llc | 2.44% | 172,234 | $3,639,304 | $3,649,638 | +$10,334 | +0.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 160,565 | $3,392,730 | $3,402,372 | +$9,642 | +0.28% | |
| Pacific Wealth Strategies Group, Inc. | 1.90% | 156,249 | $3,301,541 | $3,310,916 | +$9,375 | +0.28% | |
| F/M Investments Llc | 0.16% | 146,475 | $3,095,017 | $3,103,805 | +$8,788 | +0.28% | |
| Prospera Financial Services Inc | 0.04% | 140,130 | $2,960,875 | $2,969,355 | +$8,480 | +0.29% | |
| Ameriprise Financial Inc | 0.00% | 128,185 | $2,706,539 | $2,716,240 | +$9,701 | +0.36% | |
| Bank Of America Corp | 0.00% | 120,133 | $2,538,413 | $2,545,618 | +$7,205 | +0.28% | |
| Lbmc Investment Advisors, Llc | 0.13% | 115,583 | $2,442,264 | $2,449,204 | +$6,940 | +0.28% | |
| Turning Point Benefit Group, Inc. | 1.02% | 112,136 | $2,369,249 | $2,376,162 | +$6,913 | +0.29% | |
| Tower Research Capital Llc (Trc) | 0.05% | 99,217 | $2,096,455 | $2,102,408 | +$5,953 | +0.28% | |
| S.E.E.D. Planning Group Llc | 0.52% | 93,701 | $1,979,902 | $1,985,524 | +$5,622 | +0.28% | |
| Moneco Advisors, Llc | 0.12% | 93,213 | $1,969,591 | $1,975,183 | +$5,592 | +0.28% | |
| Insigneo Advisory Services, Llc | 0.07% | 91,705 | $1,937,727 | $1,943,229 | +$5,502 | +0.28% | |
| Private Client Services, Llc | 0.43% | 77,171 | $1,630,623 | $1,635,253 | +$4,630 | +0.28% | |
| Newedge Advisors, Llc | 0.00% | 75,177 | $1,588,485 | $1,593,001 | +$4,516 | +0.28% | |
| Harbour Investments, Inc. | 0.02% | 71,895 | $1,519,151 | $1,523,455 | +$4,304 | +0.28% | |
| Ashton Thomas Securities, Llc | 0.22% | 69,705 | $1,472,856 | $1,477,049 | +$4,193 | +0.28% | |
| Envestnet Asset Management Inc | 0.00% | 68,165 | $1,440,322 | $1,444,416 | +$4,094 | +0.28% | |
| Seaview Investment Managers Llc | 0.43% | 67,629 | $1,429,001 | $1,433,059 | +$4,058 | +0.28% | |
| Hub Investment Partners, Llc | 0.02% | 62,312 | $1,316,646 | $1,320,391 | +$3,745 | +0.28% | |
| Sound Stewardship, Llc | 0.53% | 61,115 | $1,291,355 | $1,295,027 | +$3,672 | +0.28% | |
| Old Mission Capital Llc | 0.03% | 54,139 | $1,143,957 | $1,147,205 | +$3,248 | +0.28% | |
| Compound Planning, Inc. | 0.03% | 52,624 | $1,111,935 | $1,115,103 | +$3,168 | +0.28% | |
| Altrius Capital Management Inc | 0.20% | 50,434 | $1,065,670 | $1,068,696 | +$3,026 | +0.28% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 48,387 | $1,022,417 | $1,025,321 | +$2,904 | +0.28% | |
| Astoria Portfolio Advisors Llc. | 0.16% | 44,664 | $943,753 | $946,430 | +$2,677 | +0.28% | |
| Verity Asset Management, Inc. | 0.35% | 43,917 | $927,958 | $930,601 | +$2,643 | +0.28% | |
| Intrua Financial, Llc | 0.09% | 43,653 | $922,388 | $925,007 | +$2,619 | +0.28% |
Frequently asked questions about BSJT
Who owns the most BSJT stock?
The largest holders of BSJT 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 2029 HIGH YIELD CORP (BSJT).
Is BSJT widely held by superinvestors?
Many widely followed stocks like BSJT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSJT 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.