Who owns Invesco BulletShares 2034 Municipal Bond ETF?
Institutional ownership of BSMY from SEC Form 13F filings across 41 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.
41
13F holders
$56.0M
value, 2026 filers
39.2%
of shares outstanding (2.3M 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 BSMY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 280,417 | $6.9M | 0.0% | 4.8% | -1.6% |
| 2 | LPL Financial LLC | 279,144 | $6.9M | 0.0% | 4.8% | +12.0% |
| 3 | BCS Wealth Management | 234,983 | $5.8M | 1.0% | 4.1% | +1.5% |
| 4 | Atlantic Union Bankshares Corp | 192,723 | $4.8M | 0.1% | 3.3% | +29.9% |
| 5 | Lido Advisors, LLCNEW | 140,228 | $3.5M | 0.0% | 2.4% | new |
| 6 | BANK OF AMERICA CORP /DE/ | 122,603 | $3.0M | 0.0% | 2.1% | +5.7% |
| 7 | HighTower Advisors, LLC | 121,349 | $3.0M | 0.0% | 2.1% | +39.0% |
| 8 | D.A. DAVIDSON & CO. | 102,325 | $2.5M | 0.0% | 1.8% | +6.7% |
| 9 | Invesco Ltd. | 96,218 | $2.4M | 0.0% | 1.7% | +2.2% |
| 10 | Kestra Advisory Services, LLC | 81,720 | $2.0M | 0.0% | 1.4% | +18.0% |
| 11 | MORGAN STANLEY | 55,820 | $1.4M | 0.0% | 1% | +66.6% |
| 12 | MONECO ADVISORS, LLC | 51,523 | $1.3M | 0.1% | 0.9% | +8.2% |
| 13 | STIFEL FINANCIAL CORP | 50,886 | $1.3M | 0.0% | 0.9% | -18.6% |
| 14 | OSAIC HOLDINGS, INC. | 48,934 | $1.2M | 0.0% | 0.8% | +96.2% |
| 15 | Elequin Capital, LPNEW | 42,043 | $1.0M | 0.0% | 0.7% | new |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 39,382 | $970,815 | 0.0% | 0.7% | +8.7% |
| 17 | Key Financial Inc | 35,620 | $878,079 | 0.1% | 0.6% | +12.7% |
| 18 | Jacobi Capital Management LLC | 34,950 | $861,563 | 0.0% | 0.6% | +187.7% |
| 19 | UBS Group AG | 29,658 | $731,099 | 0.0% | 0.5% | +7.1% |
| 20 | Sequoia Financial Advisors, LLC | 24,212 | $596,858 | 0.0% | 0.4% | 0.0% |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22,547 | $555,813 | 0.0% | 0.4% | 0.0% |
| 22 | DWM Financial Group, Inc.NEW | 17,294 | $425,107 | 0.4% | 0.3% | new |
| 23 | YARGER WEALTH STRATEGIES, LLC | 16,008 | $393,334 | 0.1% | 0.3% | +0.9% |
| 24 | MML INVESTORS SERVICES, LLC | 15,182 | $374,263 | 0.0% | 0.3% | +40.7% |
| 25 | ROYAL BANK OF CANADA | 14,783 | $364,000 | 0.0% | 0.3% | +4.5% |
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.