Who owns BSCR?
Invesco BulletShares 2027 Corporate Bond ETF · Invesco
403 institutions reported holding BSCR, worth $3.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSCR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Lido Advisors, LLC | Los Angeles, CA | $1.1B | 54,893,698 | −15,798,227 shares |
| Morgan Stanley | New York, NY | $201.3M | 10,263,779 | −46,953 shares |
| UBS Group AG | Zurich, Switzerland | $150.8M | 7,688,698 | −541,911 shares |
| LPL Financial LLC | Fort Mill, SC | $147.2M | 7,504,308 | +333,316 shares |
| Wells Fargo & Company | San Francisco, CA | $139.0M | 7,083,981 | −200,105 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $122.3M | 6,235,176 | +199,042 shares |
| Bank of America Corp. | Charlotte, NC | $112.8M | 5,750,292 | +161,792 shares |
| Invesco Ltd. | Atlanta, GA | $78.5M | 4,001,961 | +308,448 shares |
| MAI Capital Management | Independence, OH | $61.8M | 3,152,593 | +97,031 shares |
| Bluespring Wealth Management, LLC | Austin, TX | $53.0M | 2,704,348 | +789,845 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BSCR?
403 institutional managers reported holding BSCR in Form 13F filings for June 30, 2026, worth $3.6B in total. The largest reported position was held by Lido Advisors, LLC, at $1.1B.
Did institutions buy or sell BSCR last quarter?
Reported 13F value fell 5.4% from March 31, 2026, which includes price moves as well as buying and selling. 36 firms reported a new position and 24 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BSCR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.