Who Owns INVESCO BULLETSHARES 2031 CB (BSCV)? -- Institutional Holders (2026-03-31)
225 institutions reported holding $1.30B of INVESCO BULLETSHARES 2031 CB (BSCV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Aptus Capital Advisors, LLC ($175.2M), MORGAN STANLEY ($116.1M), RAYMOND JAMES FINANCIAL INC ($65.0M), Avior Wealth Management, LLC ($44.3M), Hills Bank & Trust Co ($43.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Aptus Capital Advisors, LLC | $175.2M | 10.6M | Added |
| 2 | MORGAN STANLEY | $116.1M | 7.1M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $65.0M | 4.0M | Trimmed |
| 4 | Avior Wealth Management, LLC | $44.3M | 2.7M | Trimmed |
| 5 | Hills Bank & Trust Co | $43.2M | 2.6M | Added |
| 6 | LPL Financial LLC | $42.9M | 2.6M | Trimmed |
| 7 | Atlantic Union Bankshares Corp | $40.2M | 2.4M | Added |
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | $37.0M | 2.2M | Added |
| 9 | Invesco Ltd. | $34.9M | 2.1M | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $33.7M | 2.0M | Added |
| 11 | WELLS FARGO & COMPANY/MN | $33.1M | 2.0M | Added |
| 12 | &PARTNERS | $24.8M | 1.5M | Added |
| 13 | MONECO Advisors, LLC | $24.0M | 1.5M | Added |
| 14 | Royal Bank of Canada | $22.8M | 1.4M | Added |
| 15 | Capital Investment Counsel, LLC | $21.6M | 1.3M | Added |
| 16 | UBS Group AG | $21.4M | 1.3M | Added |
| 17 | STIFEL FINANCIAL CORP | $20.8M | 1.3M | Added |
| 18 | TruWealth Advisors, LLC | $20.5M | 1.2M | Trimmed |
| 19 | Headland Capital, LLC | $19.6M | 1.2M | Added |
| 20 | Janney Montgomery Scott LLC | $16.4M | 994,524 | Added |
| 21 | Baird Financial Group, Inc. | $16.2M | 987,210 | Added |
| 22 | Clark Asset Management, LLC | $16.0M | 974,950 | Added |
| 23 | MAI Capital Management | $14.8M | 899,121 | Added |
| 24 | Focus Partners Wealth | $14.1M | 858,286 | Added |
| 25 | Motley Fool Wealth Management, LLC | $10.8M | 654,597 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31