Who owns Invesco BulletShares 2035 Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of BSCZ from SEC Form 13F filings across 51 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, 51 institutions disclosed 6.5M shares of Invesco BulletShares 2035 Corporate Bond ETF worth $131.4M — about 47.1% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
51
13F holders
$131.4M
value, 2026 filers
47.1%
of shares outstanding (6.5M sh)
13
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 BSCZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 2.1M | $42.8M | 0.0% | 15.1% | +6.0% |
| 2 | Invesco Ltd. | 941,439 | $19.3M | 0.0% | 6.8% | +5.6% |
| 3 | LPL Financial LLC | 506,383 | $10.4M | 0.0% | 3.7% | +32.7% |
| 4 | Carolina Wealth Advisors, LLC | 292,847 | $6.0M | 2.3% | 2.1% | +1.8% |
| 5 | JONES FINANCIAL COMPANIES LLLP | 221,385 | $4.5M | 0.0% | 1.6% | +68.8% |
| 6 | STEPHENS INC /AR/ | 189,835 | $3.9M | 0.0% | 1.4% | +14.5% |
| 7 | OSAIC HOLDINGS, INC. | 177,600 | $3.6M | 0.0% | 1.3% | +182.4% |
| 8 | Carroll Advisory Group, LLC | 160,756 | $3.3M | 1.1% | 1.2% | +9.6% |
| 9 | MORGAN STANLEY | 155,274 | $3.2M | 0.0% | 1.1% | +67.5% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 145,565 | $3.0M | 0.0% | 1.1% | +26.5% |
| 11 | Savvy Advisors, Inc.NEW | 136,922 | $2.8M | 0.1% | 1% | new |
| 12 | BCS Wealth Management | 134,922 | $2.8M | 0.5% | 1% | +10.9% |
| 13 | ROYAL BANK OF CANADA | 133,501 | $2.7M | 0.0% | 1% | +11.6% |
| 14 | CITADEL ADVISORS LLC | 132,956 | $2.7M | 0.0% | 1% | -13.5% |
| 15 | Cetera Investment Advisers | 114,293 | $2.3M | 0.0% | 0.8% | +50.8% |
| 16 | BANK OF AMERICA CORP /DE/ | 86,770 | $1.8M | 0.0% | 0.6% | +44.7% |
| 17 | Cambridge Investment Research Advisors, Inc.NEW | 81,911 | $1,677 | 0.0% | 0.6% | new |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77,986 | $1.6M | 0.0% | 0.6% | -23.5% |
| 19 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 74,316 | $1.5M | 0.4% | 0.5% | +8.9% |
| 20 | MML INVESTORS SERVICES, LLC | 65,662 | $1.3M | 0.0% | 0.5% | +44.8% |
| 21 | JANE STREET GROUP, LLC | 58,373 | $1.2M | 0.0% | 0.4% | -47.1% |
| 22 | Atria Investments, Inc | 53,015 | $1.1M | 0.0% | 0.4% | -60.8% |
| 23 | Lido Advisors, LLCNEW | 48,621 | $995,272 | 0.0% | 0.4% | new |
| 24 | HighTower Advisors, LLC | 48,559 | $994,002 | 0.0% | 0.4% | +37.1% |
| 25 | HUB Investment Partners, LLC | 45,470 | $930,767 | 0.0% | 0.3% | +22.9% |
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.