Who owns BSCZ?
Invesco Bulletshares 2035 Corporate Bond ETF · Invesco
71 institutions reported holding BSCZ, worth $171.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSCZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $42.8M | 2,089,056 | +117,341 shares |
| Invesco Ltd. | Atlanta, GA | $19.3M | 941,439 | +50,221 shares |
| Cookson Peirce & Co Inc. | Pittsburgh, PA | $11.1M | 542,689 | +6,624 shares |
| LPL Financial LLC | Fort Mill, SC | $10.4M | 506,383 | +124,649 shares |
| Carolina Wealth Advisors, LLC | Myrtle Beach, SC | $6.0M | 292,847 | +5,156 shares |
| GILL Capital Partners, LLC | Denver, CO | $5.0M | 244,837 | +45,984 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $4.5M | 221,385 | +90,198 shares |
| Clark Asset Management, LLC | Stratham, NH | $4.3M | 211,938 | +73,596 shares |
| Stephens Inc. | Little Rock, AR | $3.9M | 189,835 | +23,987 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.6M | 177,600 | +114,703 shares |
From 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 BSCZ?
71 institutional managers reported holding BSCZ in Form 13F filings for June 30, 2026, worth $171.3M in total. The largest reported position was held by Raymond James Financial Inc., at $42.8M.
Did institutions buy or sell BSCZ last quarter?
Reported 13F value rose 15.9% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 6 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 BSCZ 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.