Who owns Invesco BulletShares 2027 High Yield 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 BSJR from SEC Form 13F filings across 167 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, 167 institutions disclosed 26.1M shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $582.8M — about 68.3% of shares outstanding; the largest disclosed holder is Mirador Capital Partners LP. Source: SEC Form 13F filings, parsed by EvidInvest.
167
13F holders
$582.8M
value, 2026 filers
68.3%
of shares outstanding (26.1M 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 BSJR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Mirador Capital Partners LP | 2.4M | $53.5M | 6.6% | 6.3% | +6.3% |
| 2 | LPL Financial LLC | 2.1M | $47.5M | 0.0% | 5.6% | +7.5% |
| 3 | Cetera Investment Advisers | 1.7M | $38.1M | 0.0% | 4.5% | +5.8% |
| 4 | RAYMOND JAMES FINANCIAL INC | 1.4M | $31.9M | 0.0% | 3.7% | +5.3% |
| 5 | WELLS FARGO & COMPANY/MN | 1.2M | $27.8M | 0.0% | 3.3% | +5.7% |
| 6 | MORGAN STANLEY | 1.1M | $25.6M | 0.0% | 3% | +3.3% |
| 7 | OSAIC HOLDINGS, INC. | 985,722 | $22.0M | 0.0% | 2.6% | +48.8% |
| 8 | Ashton Thomas Private Wealth, LLC | 768,762 | $17.2M | 0.4% | 2% | +0.3% |
| 9 | Larson Financial Group LLC | 713,232 | $15.9M | 0.4% | 1.9% | -25.7% |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 660,311 | $14.8M | 0.0% | 1.7% | +6.9% |
| 11 | BANK OF AMERICA CORP /DE/ | 555,768 | $12.4M | 0.0% | 1.5% | +3.5% |
| 12 | CAPTRUST FINANCIAL ADVISORS | 522,332 | $11.7M | 0.0% | 1.4% | +6.3% |
| 13 | Accurate Wealth Management, LLC | 475,561 | $10.6M | 1.0% | 1.2% | +75.5% |
| 14 | Altium Investment Strategies LLC | 475,561 | $10.6M | 15.3% | 1.2% | +75.5% |
| 15 | Advisory Alpha, LLC | 465,244 | $10.4M | 0.3% | 1.2% | +7.7% |
| 16 | Parkway Wealth Management Group, LLC | 456,265 | $10.2M | 1.2% | 1.2% | +0.6% |
| 17 | UBS Group AG | 400,145 | $8.9M | 0.0% | 1% | -31.4% |
| 18 | COLLECTIVE FAMILY OFFICE LLC | 366,184 | $8.2M | 1.7% | 1% | +24.5% |
| 19 | Verity Asset Management, Inc. | 362,888 | $8.1M | 3.1% | 1% | +14.2% |
| 20 | SFE Investment Counsel | 358,973 | $8.0M | 1.1% | 0.9% | -0.3% |
| 21 | Ironwood Financial, llc | 358,454 | $8.0M | 1.3% | 0.9% | -2.1% |
| 22 | BANTA ASSET MANAGEMENT LP | 330,285 | $7.4M | 6.6% | 0.9% | +1.0% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 322,104 | $7.2M | 0.0% | 0.8% | +3.2% |
| 24 | Delta Investment Management, LLCNEW | 316,214 | $7.1M | 1.2% | 0.8% | new |
| 25 | Intrua Financial, LLC | 309,958 | $6.9M | 0.6% | 0.8% | -11.6% |
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.