Who Owns INVESCO BULLETSHARES (BSJV)? -- Institutional Holders (2026-06-30)

53 institutions reported holding $46.0M of INVESCO BULLETSHARES (BSJV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Equitable Holdings, Inc. ($8.1M), LPL Financial LLC ($7.6M), MORGAN STANLEY ($4.0M), SFE Investment Counsel ($3.0M), Concurrent Investment Advisors, LLC ($2.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Equitable Holdings, Inc.$8.1M307,346Added
2LPL Financial LLC$7.6M288,465Added
3MORGAN STANLEY$4.0M153,886Added
4SFE Investment Counsel$3.0M114,822Added
5Concurrent Investment Advisors, LLC$2.6M100,795Trimmed
6RAYMOND JAMES FINANCIAL INC$2.6M100,102Added
7MERCER GLOBAL ADVISORS INC /ADV$1.7M64,159New
8Royal Bank of Canada$1.3M50,410Added
9LBMC INVESTMENT ADVISORS, LLC$1.3M49,761Added
10MONECO Advisors, LLC$1.3M49,222Added
11Ark Wealth Advisors LLC$1.3M48,568Added
12OSAIC HOLDINGS, INC.$1.3M48,469Added
13BANK OF AMERICA CORP /DE/$1.0M39,173Added
14JONES FINANCIAL COMPANIES LLLP$897,58534,335Added
15Jessup Wealth Management, Inc$822,71731,342Trimmed
16Cambridge Investment Research Advisors, Inc.$750,00028,584Added
17Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$580,30922,107Trimmed
18Cetera Investment Advisers$502,10819,128New
19TRUIST FINANCIAL CORP$462,05317,602New
20VestGen Advisors, LLC$460,06417,526Added
21Modern Wealth Management, LLC$442,76816,867Hold
224Thought Financial Group Inc.$436,95216,646Added
23HARBOUR INVESTMENTS, INC.$384,82514,660Trimmed
24Farther Finance Advisors, LLC$311,06311,850Added
25COMMONWEALTH EQUITY SERVICES, LLC$277,01010,553Added

来源：SEC 13F 申报文件 · 截至 2026-06-30