Who owns Invesco BulletShares 2029 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 BSJT from SEC Form 13F filings across 119 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, 119 institutions disclosed 15.6M shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $328.6M — about 60.8% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
119
13F holders
$328.6M
value, 2026 filers
60.8%
of shares outstanding (15.6M sh)
18
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 BSJT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.2M | $67.4M | 0.0% | 12.5% | +10.8% |
| 2 | Legacy Financial Group LLC | 916,872 | $19.4M | 2.2% | 3.6% | +9.1% |
| 3 | WELLS FARGO & COMPANY/MN | 854,287 | $18.1M | 0.0% | 3.3% | +6.8% |
| 4 | Cetera Investment Advisers | 733,237 | $15.5M | 0.0% | 2.9% | +26.3% |
| 5 | RAYMOND JAMES FINANCIAL INC | 530,950 | $11.2M | 0.0% | 2.1% | +184.4% |
| 6 | UBS Group AG | 493,312 | $10.4M | 0.0% | 1.9% | +2.0% |
| 7 | Equitable Holdings, Inc. | 477,171 | $10.1M | 0.1% | 1.9% | -20.8% |
| 8 | MORGAN STANLEY | 476,655 | $10.1M | 0.0% | 1.9% | +14.8% |
| 9 | OSAIC HOLDINGS, INC. | 429,143 | $9.1M | 0.0% | 1.7% | +19.3% |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 425,062 | $9.0M | 0.0% | 1.7% | +5.3% |
| 11 | Modern Wealth Management, LLC | 413,738 | $8.7M | 0.1% | 1.6% | +1.2% |
| 12 | Avior Wealth Management, LLCNEW | 399,608 | $8.4M | 0.2% | 1.6% | new |
| 13 | SFE Investment Counsel | 378,154 | $8.0M | 1.1% | 1.5% | +3.3% |
| 14 | Stablepoint Partners, LLC | 340,722 | $7.2M | 1.0% | 1.3% | +6.7% |
| 15 | BANTA ASSET MANAGEMENT LP | 322,870 | $6.8M | 6.1% | 1.3% | +1.3% |
| 16 | IHT Wealth Management, LLC | 273,721 | $5.8M | 0.1% | 1.1% | -30.0% |
| 17 | CAPTRUST FINANCIAL ADVISORS | 261,376 | $5.5M | 0.0% | 1% | -25.0% |
| 18 | Advisory Alpha, LLC | 229,603 | $4.9M | 0.1% | 0.9% | +5.5% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 221,527 | $4.7M | 0.0% | 0.9% | +13.3% |
| 20 | HOWARD WEALTH MANAGEMENT, LLC | 207,945 | $4.4M | 1.6% | 0.8% | +12.4% |
| 21 | ROYAL BANK OF CANADA | 176,754 | $3.7M | 0.0% | 0.7% | +4.2% |
| 22 | Oder Investment Management, LLC | 172,234 | $3.6M | 2.4% | 0.7% | +18.5% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 160,565 | $3.4M | 0.0% | 0.6% | +39.8% |
| 24 | Pacific Wealth Strategies Group, Inc. | 156,249 | $3.3M | 1.9% | 0.6% | +104.8% |
| 25 | Kinetic Wealth Investment Advisors LLCNEW | 153,011 | $3.2M | 1.5% | 0.6% | new |
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.