Who Owns INVES BLTSHRS 2035 MB ETF (BSMZ)? -- Institutional Holders (2026-06-30)

39 institutions reported holding $33.5M of INVES BLTSHRS 2035 MB ETF (BSMZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($5.3M), Atlantic Union Bankshares Corp ($4.8M), LPL Financial LLC ($4.6M), Invesco Ltd. ($2.4M), HighTower Advisors, LLC ($1.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$5.3M	206,255	Trimmed
2	Atlantic Union Bankshares Corp	$4.8M	188,415	Added
3	LPL Financial LLC	$4.6M	180,678	Added
4	Invesco Ltd.	$2.4M	94,298	Added
5	HighTower Advisors, LLC	$1.6M	61,839	Added
6	Equitable Holdings, Inc.	$1.2M	47,096	Added
7	RAYMOND JAMES FINANCIAL INC	$1.1M	43,238	Added
8	STIFEL FINANCIAL CORP	$997,128	38,897	Trimmed
9	Hills Bank & Trust Co	$991,899	38,693	New
10	OSAIC HOLDINGS, INC.	$912,578	35,592	Added
11	ENVESTNET ASSET MANAGEMENT INC	$901,376	35,162	Added
12	Key Financial Inc	$868,389	33,875	Added
13	Jacobi Capital Management LLC	$862,621	33,650	Added
14	MONECO Advisors, LLC	$759,363	29,622	Added
15	Wedmont Private Capital	$600,290	23,550	New
16	IFP Advisors, Inc	$594,734	23,200	Added
17	MGO ONE SEVEN LLC	$557,897	21,763	Hold
18	Kestra Advisory Services, LLC	$557,387	21,743	Added
19	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$435,649	17,058	Added
20	NewEdge Advisors, LLC	$333,256	13,000	New
21	Clark Asset Management, LLC	$320,203	12,491	New
22	MML INVESTORS SERVICES, LLC	$298,655	11,650	Added
23	AMERIPRISE FINANCIAL INC	$282,046	11,002	New
24	Addison Advisors LLC	$279,423	10,900	Added
25	Bill Few Associates, Inc.	$253,018	9,870	New

来源：SEC 13F 申报文件 · 截至 2026-06-30