Who owns Invesco BulletShares 2031 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 BSJV from SEC Form 13F filings across 48 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, 48 institutions disclosed 1.7M shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $45.2M — about 39.1% of shares outstanding; the largest disclosed holder is Equitable Holdings, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
48
13F holders
$45.2M
value, 2026 filers
39.1%
of shares outstanding (1.7M sh)
6
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 BSJV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Equitable Holdings, Inc. | 307,346 | $8.1M | 0.0% | 7% | +15.2% |
| 2 | LPL Financial LLC | 288,465 | $7.6M | 0.0% | 6.6% | +15.8% |
| 3 | MORGAN STANLEY | 153,886 | $4.0M | 0.0% | 3.5% | +67.9% |
| 4 | SFE Investment Counsel | 114,822 | $3.0M | 0.4% | 2.6% | +25.1% |
| 5 | Concurrent Investment Advisors, LLC | 100,795 | $2.6M | 0.0% | 2.3% | -5.9% |
| 6 | RAYMOND JAMES FINANCIAL INC | 100,102 | $2.6M | 0.0% | 2.3% | +31.1% |
| 7 | MERCER GLOBAL ADVISORS INC /ADVNEW | 64,159 | $1.7M | 0.0% | 1.5% | new |
| 8 | ROYAL BANK OF CANADA | 50,410 | $1.3M | 0.0% | 1.1% | +5.2% |
| 9 | LBMC INVESTMENT ADVISORS, LLC | 49,761 | $1.3M | 0.1% | 1.1% | +0.1% |
| 10 | MONECO ADVISORS, LLC | 49,222 | $1.3M | 0.1% | 1.1% | +3.7% |
| 11 | Ark Wealth Advisors LLC | 48,568 | $1.3M | 1.1% | 1.1% | +25.6% |
| 12 | OSAIC HOLDINGS, INC. | 48,469 | $1.3M | 0.0% | 1.1% | +41.7% |
| 13 | BANK OF AMERICA CORP /DE/ | 39,173 | $1.0M | 0.0% | 0.9% | +3.9% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 34,335 | $897,585 | 0.0% | 0.8% | +1517.3% |
| 15 | Jessup Wealth Management, Inc | 31,342 | $822,717 | 0.2% | 0.7% | -1.8% |
| 16 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,107 | $580,309 | 0.0% | 0.5% | -10.7% |
| 17 | Cetera Investment AdvisersNEW | 19,128 | $502,108 | 0.0% | 0.4% | new |
| 18 | TRUIST FINANCIAL CORPNEW | 17,602 | $462,053 | 0.0% | 0.4% | new |
| 19 | VestGen Advisors, LLC | 17,526 | $460,064 | 0.0% | 0.4% | +10.3% |
| 20 | Modern Wealth Management, LLC | 16,867 | $442,768 | 0.0% | 0.4% | 0.0% |
| 21 | 4Thought Financial Group Inc. | 16,646 | $436,952 | 0.2% | 0.4% | +4.9% |
| 22 | HARBOUR INVESTMENTS, INC. | 14,660 | $384,825 | 0.0% | 0.3% | -1.3% |
| 23 | Farther Finance Advisors, LLC | 11,850 | $311,063 | 0.0% | 0.3% | +13.1% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 10,553 | $277,010 | 0.0% | 0.2% | +4.8% |
| 25 | UBS Group AG | 10,016 | $262,920 | 0.0% | 0.2% | +39.7% |
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.