ETF Holders

Who owns BSJR?

Bond

Invesco BulletShares 2027 High Yield Corporate Bond ETF · Invesco

165 institutions reported holding BSJR, worth $582.9M, in Form 13F filings for June 30, 2026.

13F holders
165
Institutional value
$582.9M
Change from prior quarter
+6.1%
+$33.5M, with price moves
New and sold-out firms
11 / 11
72 added, 50 trimmed

Top 10 institutional holders of BSJR

FirmLocationValueSharesChange
Mirador Capital Partners LPPleasanton, CA$53.5M2,395,160+142,552 shares
LPL Financial LLCFort Mill, SC$47.5M2,124,675+148,200 shares
Cetera Investment AdvisersSchaumburg, IL$38.1M1,705,927+93,846 shares
Raymond James Financial Inc.St. Petersburg, FL$31.9M1,429,596+72,424 shares
Wells Fargo & CompanySan Francisco, CA$27.8M1,244,589+67,439 shares
Morgan StanleyNew York, NY$25.6M1,147,775+36,185 shares
Osaic Holdings, Inc.Scottsdale, AZ$22.0M985,722+323,263 shares
Ashton Thomas Private Wealth, LLCScottsdale, AZ$17.2M768,762+2,292 shares
Larson Financial Group LLCSt Louis, MO$15.9M713,232−246,371 shares
Mercer Global Advisors Inc.Denver, CO$14.8M660,311+42,694 shares
155 more firms

The full list comes with the Advisors and Institutions package.

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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 BSJR?

165 institutional managers reported holding BSJR in Form 13F filings for June 30, 2026, worth $582.9M in total. The largest reported position was held by Mirador Capital Partners LP, at $53.5M.

Did institutions buy or sell BSJR last quarter?

Reported 13F value rose 6.1% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 11 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 BSJR 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.