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Who owns BSSXWhat BSSX owns — n/a

Who owns Invesco BulletShares 2033 Municipal Bond ETF?

Institutional ownership of BSSX 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.

48

13F holders

$57.6M

value, 2026 filers

43.7%

of shares outstanding (2.2M sh)

8

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 BSSX's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC291,269$7.5M0.0%5.7%+10.6%
2Atlantic Union Bankshares Corp233,605$6.0M0.1%4.6%+26.0%
3BANK OF AMERICA CORP /DE/197,195$5.1M0.0%3.9%+18.0%
4RAYMOND JAMES FINANCIAL INC168,398$4.3M0.0%3.3%-0.2%
5Kestra Advisory Services, LLC152,003$3.9M0.0%3%-2.5%
6HighTower Advisors, LLC134,180$3.5M0.0%2.6%+15.7%
7Sequoia Financial Advisors, LLC101,789$2.6M0.0%2%-7.7%
8Invesco Ltd.90,969$2.3M0.0%1.8%+2.1%
9MORGAN STANLEY90,685$2.3M0.0%1.8%+19.0%
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50,877$1.3M0.0%1%+34.3%
11Lido Advisors, LLC50,600$1.3M0.0%1%0.0%
12OSAIC HOLDINGS, INC.47,579$1.2M0.0%0.9%+83.3%
13ENVESTNET ASSET MANAGEMENT INC47,011$1.2M0.0%0.9%+10.5%
14Key Financial Inc45,809$1.2M0.2%0.9%+10.7%
15STIFEL FINANCIAL CORP44,721$1.2M0.0%0.9%-17.3%
16AMERIPRISE FINANCIAL INC38,870$1.0M0.0%0.8%+58.9%
17JANE STREET GROUP, LLC38,739$999,6600.0%0.8%+64.0%
18Jacobi Capital Management LLC38,173$985,0650.0%0.7%+131.7%
19UBS Group AG36,200$934,1410.0%0.7%+7.0%
20VestGen Advisors, LLC27,155$700,7350.0%0.5%+157.0%
21IMA Advisory Services, Inc.NEW24,672$636,6610.0%0.5%new
22JONES FINANCIAL COMPANIES LLLP22,693$584,6170.0%0.4%+13.8%
23COMMONWEALTH EQUITY SERVICES, LLC21,841$563,6100.0%0.4%+0.1%
24INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC20,701$533,9570.0%0.4%-17.7%
25ROYAL BANK OF CANADA19,697$508,0000.0%0.4%-3.4%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.