Who owns Invesco BulletShares 2029 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 BSCT from SEC Form 13F filings across 353 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, 353 institutions disclosed 119.4M shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.22B — about 77.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
353
13F holders
$2.22B
value, 2026 filers
77.3%
of shares outstanding (119.4M sh)
43
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 BSCT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9.6M | $178.3M | 0.0% | 6.2% | +7.4% |
| 2 | WELLS FARGO & COMPANY/MN | 6.9M | $127.6M | 0.0% | 4.4% | +0.3% |
| 3 | Lido Advisors, LLC | 5.8M | $108.2M | 0.3% | 3.8% | -8.2% |
| 4 | RAYMOND JAMES FINANCIAL INC | 5.5M | $101.2M | 0.0% | 3.5% | +15.5% |
| 5 | LPL Financial LLC | 5.4M | $100.6M | 0.0% | 3.5% | +14.0% |
| 6 | Clearstead Advisors, LLC | 3.7M | $68.1M | 0.6% | 2.4% | +1.5% |
| 7 | BANK OF AMERICA CORP /DE/ | 3.7M | $67.9M | 0.0% | 2.4% | +4.9% |
| 8 | Invesco Ltd. | 3.6M | $66.9M | 0.0% | 2.3% | +13.3% |
| 9 | UBS Group AG | 2.8M | $51.8M | 0.0% | 1.8% | +8.5% |
| 10 | ROYAL BANK OF CANADA | 2.7M | $51.1M | 0.0% | 1.8% | +12.5% |
| 11 | Avior Wealth Management, LLC | 2.4M | $43.8M | 1.2% | 1.5% | -9.3% |
| 12 | MAI Capital Management | 2.3M | $42.6M | 0.2% | 1.5% | +2.7% |
| 13 | MANCHESTER FINANCIAL INC | 2.3M | $42.3M | 7.5% | 1.5% | +1.8% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 2.3M | $42.3M | 0.0% | 1.5% | +7.0% |
| 15 | TLWM | 1.6M | $29.7M | 4.8% | 1% | +2.1% |
| 16 | STIFEL FINANCIAL CORP | 1.6M | $29.2M | 0.0% | 1% | +1.3% |
| 17 | RiverFront Investment Group, LLC | 1.5M | $27.4M | 0.4% | 1% | +7.1% |
| 18 | OSAIC HOLDINGS, INC. | 1.5M | $27.1M | 0.0% | 0.9% | +0.6% |
| 19 | MONECO ADVISORS, LLC | 1.5M | $27.0M | 1.6% | 0.9% | +9.2% |
| 20 | Clark Asset Management, LLC | 1.4M | $26.1M | 2.1% | 0.9% | +13.1% |
| 21 | Anchor Investment Management, LLC | 1.2M | $23.1M | 1.7% | 0.8% | +9.2% |
| 22 | DAVIS R M INC | 1.2M | $23.0M | 0.4% | 0.8% | +26.9% |
| 23 | Atlantic Union Bankshares Corp | 1.2M | $22.9M | 0.4% | 0.8% | +18.7% |
| 24 | Brookstone Capital Management | 1.2M | $22.6M | 0.2% | 0.8% | -3.1% |
| 25 | Janney Montgomery Scott LLC | 1.2M | $22.3M | 0.0% | 0.8% | +3.3% |
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.