Who owns Invesco BulletShares 2027 Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BSCR from SEC Form 13F filings across 405 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 405 institutions disclosed 185.1M shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.63B — about 79.1% of shares outstanding; the largest disclosed holder is Lido Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
405
13F holders
$3.63B
value, 2026 filers
79.1%
of shares outstanding (185.1M sh)
40
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BSCR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 54.9M | $1.08B | 2.9% | 23.5% | -22.3% |
| 2 | MORGAN STANLEY | 10.3M | $201.3M | 0.0% | 4.4% | -0.5% |
| 3 | UBS Group AG | 7.7M | $150.8M | 0.0% | 3.3% | -6.6% |
| 4 | LPL Financial LLC | 7.5M | $147.2M | 0.0% | 3.2% | +4.6% |
| 5 | WELLS FARGO & COMPANY/MN | 7.1M | $139.0M | 0.0% | 3% | -2.7% |
| 6 | RAYMOND JAMES FINANCIAL INC | 6.2M | $122.3M | 0.0% | 2.7% | +3.3% |
| 7 | BANK OF AMERICA CORP /DE/ | 5.8M | $112.8M | 0.0% | 2.5% | +2.9% |
| 8 | Invesco Ltd. | 4.0M | $78.5M | 0.0% | 1.7% | +8.4% |
| 9 | MAI Capital Management | 3.2M | $61.8M | 0.2% | 1.3% | +3.2% |
| 10 | Bluespring Wealth Management, LLC | 2.7M | $53.0M | 1.0% | 1.2% | +41.3% |
| 11 | ROYAL BANK OF CANADA | 2.6M | $51.4M | 0.0% | 1.1% | +9.6% |
| 12 | MML INVESTORS SERVICES, LLC | 2.2M | $42.9M | 0.1% | 0.9% | +21.0% |
| 13 | Avior Wealth Management, LLC | 2.2M | $42.5M | 1.1% | 0.9% | -1.7% |
| 14 | Thrivent Financial for Lutherans | 1.9M | $36.5M | 0.1% | 0.8% | +65.2% |
| 15 | DAVIS R M INC | 1.8M | $35.2M | 0.6% | 0.8% | +4.0% |
| 16 | OSAIC HOLDINGS, INC. | 1.6M | $31.5M | 0.0% | 0.7% | +22.2% |
| 17 | MONECO ADVISORS, LLC | 1.5M | $28.7M | 1.8% | 0.6% | +6.9% |
| 18 | Brookstone Capital Management | 1.4M | $28.1M | 0.3% | 0.6% | -5.5% |
| 19 | Atlantic Union Bankshares Corp | 1.4M | $27.8M | 0.5% | 0.6% | +19.5% |
| 20 | Hills Bank & Trust Co | 1.4M | $27.3M | 1.2% | 0.6% | -47.5% |
| 21 | TLWM | 1.3M | $26.4M | 4.3% | 0.6% | +2.5% |
| 22 | Clark Asset Management, LLC | 1.3M | $25.6M | 2.0% | 0.6% | +10.0% |
| 23 | Anchor Investment Management, LLC | 1.3M | $25.2M | 1.9% | 0.5% | +4.3% |
| 24 | Baird Financial Group, Inc. | 1.2M | $23.7M | 0.0% | 0.5% | +28.3% |
| 25 | Kestra Advisory Services, LLC | 1.2M | $23.7M | 0.1% | 0.5% | +312.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.