Who owns Invesco BulletShares 2027 High Yield Corporate Bond ETF?
Institutional ownership of BSJR from SEC Form 13F filings across 99 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.
99
13F holders
$416.1M
value, 2026 filers
49.2%
of shares outstanding (18.8M sh)
10
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 | LPL Financial LLC | 2.1M | $47.5M | 0.0% | 5.6% | +7.5% |
| 2 | Cetera Investment Advisers | 1.7M | $38.1M | 0.0% | 4.5% | +5.8% |
| 3 | RAYMOND JAMES FINANCIAL INC | 1.4M | $31.9M | 0.0% | 3.7% | +5.3% |
| 4 | WELLS FARGO & COMPANY/MN | 1.2M | $27.8M | 0.0% | 3.3% | +5.7% |
| 5 | MORGAN STANLEY | 1.1M | $25.6M | 0.0% | 3% | +3.3% |
| 6 | OSAIC HOLDINGS, INC. | 985,722 | $22.0M | 0.0% | 2.6% | +48.8% |
| 7 | Ashton Thomas Private Wealth, LLC | 768,762 | $17.2M | 0.4% | 2% | +0.3% |
| 8 | Larson Financial Group LLC | 713,232 | $15.9M | 0.4% | 1.9% | -25.7% |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 660,311 | $14.8M | 0.0% | 1.7% | +6.9% |
| 10 | BANK OF AMERICA CORP /DE/ | 555,768 | $12.4M | 0.0% | 1.5% | +3.5% |
| 11 | CAPTRUST FINANCIAL ADVISORS | 522,332 | $11.7M | 0.0% | 1.4% | +6.3% |
| 12 | Accurate Wealth Management, LLC | 475,561 | $10.6M | 1.0% | 1.2% | +75.5% |
| 13 | Advisory Alpha, LLC | 465,244 | $10.4M | 0.3% | 1.2% | +7.7% |
| 14 | UBS Group AG | 400,145 | $8.9M | 0.0% | 1% | -31.4% |
| 15 | Verity Asset Management, Inc. | 362,888 | $8.1M | 3.1% | 1% | +14.2% |
| 16 | SFE Investment Counsel | 358,973 | $8.0M | 1.1% | 0.9% | -0.3% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 322,104 | $7.2M | 0.0% | 0.8% | +3.2% |
| 18 | Delta Investment Management, LLCNEW | 316,214 | $7.1M | 1.2% | 0.8% | new |
| 19 | Intrua Financial, LLC | 309,958 | $6.9M | 0.6% | 0.8% | -11.6% |
| 20 | Modern Wealth Management, LLC | 307,642 | $6.9M | 0.1% | 0.8% | +14.7% |
| 21 | AMERIPRISE FINANCIAL INC | 230,451 | $5.1M | 0.0% | 0.6% | +17.0% |
| 22 | JONES FINANCIAL COMPANIES LLLP | 196,120 | $4.4M | 0.0% | 0.5% | +11.2% |
| 23 | Kestra Advisory Services, LLC | 176,687 | $3.9M | 0.0% | 0.5% | +32.9% |
| 24 | Pacific Wealth Strategies Group, Inc. | 162,746 | $3.6M | 2.1% | 0.4% | +24.0% |
| 25 | Prospera Financial Services Inc | 160,293 | $3.6M | 0.1% | 0.4% | +0.2% |
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.