Who owns Invesco BulletShares 2031 High Yield Corporate Bond ETF?
Institutional ownership of BSJV from SEC Form 13F filings across 34 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.
34
13F holders
$32.8M
value, 2026 filers
29.1%
of shares outstanding (1.3M sh)
4
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 | LPL Financial LLC | 288,465 | $7.6M | 0.0% | 6.6% | +15.8% |
| 2 | MORGAN STANLEY | 153,886 | $4.0M | 0.0% | 3.5% | +67.9% |
| 3 | SFE Investment Counsel | 114,822 | $3.0M | 0.4% | 2.6% | +25.1% |
| 4 | Concurrent Investment Advisors, LLC | 100,795 | $2.6M | 0.0% | 2.3% | -5.9% |
| 5 | RAYMOND JAMES FINANCIAL INC | 100,102 | $2.6M | 0.0% | 2.3% | +31.1% |
| 6 | MERCER GLOBAL ADVISORS INC /ADVNEW | 64,159 | $1.7M | 0.0% | 1.5% | new |
| 7 | ROYAL BANK OF CANADA | 50,410 | $1.3M | 0.0% | 1.1% | +5.2% |
| 8 | LBMC INVESTMENT ADVISORS, LLC | 49,761 | $1.3M | 0.1% | 1.1% | +0.1% |
| 9 | MONECO ADVISORS, LLC | 49,222 | $1.3M | 0.1% | 1.1% | +3.7% |
| 10 | OSAIC HOLDINGS, INC. | 48,469 | $1.3M | 0.0% | 1.1% | +41.7% |
| 11 | BANK OF AMERICA CORP /DE/ | 39,173 | $1.0M | 0.0% | 0.9% | +3.9% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 34,335 | $897,585 | 0.0% | 0.8% | +1517.3% |
| 13 | Cambridge Investment Research Advisors, Inc. | 28,584 | $750 | 0.0% | 0.6% | +9.1% |
| 14 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,107 | $580,309 | 0.0% | 0.5% | -10.7% |
| 15 | Cetera Investment AdvisersNEW | 19,128 | $502,108 | 0.0% | 0.4% | new |
| 16 | TRUIST FINANCIAL CORPNEW | 17,602 | $462,053 | 0.0% | 0.4% | new |
| 17 | VestGen Advisors, LLC | 17,526 | $460,064 | 0.0% | 0.4% | +10.3% |
| 18 | Modern Wealth Management, LLC | 16,867 | $442,768 | 0.0% | 0.4% | 0.0% |
| 19 | HARBOUR INVESTMENTS, INC. | 14,660 | $384,825 | 0.0% | 0.3% | -1.3% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 10,553 | $277,010 | 0.0% | 0.2% | +4.8% |
| 21 | UBS Group AG | 10,016 | $262,920 | 0.0% | 0.2% | +39.7% |
| 22 | IMA Advisory Services, Inc. | 9,440 | $247,800 | 0.0% | 0.2% | 0.0% |
| 23 | HUB Investment Partners, LLC | 9,315 | $244,508 | 0.0% | 0.2% | +5.7% |
| 24 | Key Financial Inc | 6,400 | $168,000 | 0.0% | 0.1% | 0.0% |
| 25 | Larson Financial Group LLC | 2,185 | $57,356 | 0.0% | 0% | +21.1% |
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.