BSCZ Invesco BulletShares 2035 Corporate Bond ETF
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Institutional owners (13F) 71 filers · $166.4M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 15 (-4 vs prior Q) | 6 (+3 vs prior Q) | 41 (+7 vs prior Q) | 5 (-1 vs prior Q) | +1.7M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $41,998,156 | 2,051,693 | 25.24% | Shares |
| Invesco Ltd. | $19,271,259 | 941,439 | 11.58% | Shares |
| COOKSON PEIRCE & CO INC | $11,108,844 | 542,689 | 6.68% | Shares |
| LPL Financial LLC | $10,365,660 | 506,383 | 6.23% | Shares |
| Carolina Wealth Advisors, LLC | $5,994,578 | 292,847 | 3.60% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $4,546,140 | 221,385 | 2.73% | Shares |
| Clark Asset Management, LLC | $4,338,366 | 211,938 | 2.61% | Shares |
| GILL CAPITAL PARTNERS, LLC | $4,080,464 | 198,853 | 2.45% | Shares |
| STEPHENS INC /AR/ | $3,885,928 | 189,835 | 2.34% | Shares |
| OSAIC HOLDINGS, INC. | $3,635,423 | 177,600 | 2.18% | Shares |
| Carroll Advisory Group, LLC | $3,290,674 | 160,756 | 1.98% | Shares |
| Equitable Holdings, Inc. | $3,287,688 | 160,610 | 1.98% | Shares |
| MORGAN STANLEY | $3,178,459 | 155,274 | 1.91% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $2,979,723 | 145,565 | 1.79% | Shares |
| Savvy Advisors, Inc. | $2,802,786 | 136,922 | 1.68% | Shares |
| BCS Wealth Management | $2,761,851 | 134,922 | 1.66% | Shares |
| ROYAL BANK OF CANADA | $2,733,000 | 133,501 | 1.64% | Shares |
| CITADEL ADVISORS LLC | $2,721,609 | 132,956 | 1.64% | Shares |
| LeClair Wealth Partners LLC | $2,458,070 | 120,082 | 1.48% | Shares |
| Cetera Investment Advisers | $2,339,587 | 114,293 | 1.41% | Shares |
| Infinity Wealth Counsel, LLC | $1,916,197 | 93,610 | 1.15% | Shares |
| Ellevest, Inc. | $1,909,994 | 93,307 | 1.15% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,596,373 | 77,986 | 0.96% | Shares |
| Golden Reserve Retirement LLC | $1,450,576 | 70,864 | 0.87% | Shares |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1,400,131 | 68,233 | 0.84% | Shares |
| MML INVESTORS SERVICES, LLC | $1,344,097 | 65,662 | 0.81% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,255,732 | 61,345 | 0.75% | Shares |
| JANE STREET GROUP, LLC | $1,194,895 | 58,373 | 0.72% | Shares |
| NOVARE CAPITAL MANAGEMENT LLC | $1,142,656 | 55,821 | 0.69% | Shares |
| Atria Investments, Inc | $1,085,215 | 53,015 | 0.65% | Shares |
| Lido Advisors, LLC | $995,272 | 48,621 | 0.60% | Shares |
| HighTower Advisors, LLC | $994,002 | 48,559 | 0.60% | Shares |
| HUB Investment Partners, LLC | $930,767 | 45,470 | 0.56% | Shares |
| Farther Finance Advisors, LLC | $866,700 | 42,340 | 0.52% | Shares |
| River Wealth Advisors LLC | $859,945 | 42,010 | 0.52% | Shares |
| CFG Wealth Management Services, Inc. | $768,269 | 37,440 | 0.46% | Shares |
| Asset Dedication, LLC | $751,670 | 36,721 | 0.45% | Shares |
| J.W. COLE ADVISORS, INC. | $685,559 | 33,491 | 0.41% | Shares |
| Opulen Financial Group LLC | $651,147 | 31,810 | 0.39% | Shares |
| DAVIS R M INC | $619,443 | 30,261 | 0.37% | Shares |
| Independence Bank of Kentucky | $594,101 | 29,023 | 0.36% | Shares |
| NorthAvenue LLC | $591,369 | 28,890 | 0.36% | Shares |
| Rockefeller Capital Management L.P. | $511,750 | 25,000 | 0.31% | Shares |
| Hobbs Group Advisors, LLC | $403,685 | 19,721 | 0.24% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $374,250 | 18,283 | 0.22% | Shares |
| STIFEL FINANCIAL CORP | $370,165 | 18,084 | 0.22% | Shares |
| Addison Advisors LLC | $333,989 | 16,316 | 0.20% | Shares |
| Redmond Asset Management, LLC | $309,179 | 15,104 | 0.19% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $273,356 | 13,354 | 0.16% | Shares |
| UBS Group AG | $272,988 | 13,336 | 0.16% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $270,551 | 13,234 | 0.16% | Shares |
| Legacy Wealth Partners, LLC | $265,639 | 12,977 | 0.16% | Shares |
| SAWGRASS ASSET MANAGEMENT LLC | $255,875 | 12,500 | 0.15% | Shares |
| MAI Capital Management | $247,032 | 12,068 | 0.15% | Shares |
| Kohmann Bosshard Financial Services, LLC | $237,493 | 11,602 | 0.14% | Shares |
| Vestmark Advisory Solutions, Inc. | $231,021 | 11,286 | 0.14% | Shares |
| Davis Capital Management | $187,239 | 9,147 | 0.11% | Shares |
| YANKCOM Partnership | $162,737 | 7,950 | 0.10% | Shares |
| WELLS FARGO & COMPANY/MN | $120,241 | 5,874 | 0.07% | Shares |
| Marquette Asset Management, LLC | $96,926 | 4,735 | 0.06% | Shares |
| IMA Advisory Services, Inc. | $30,705 | 1,500 | 0.02% | Shares |
| PRIVATE TRUST CO NA | $21,760 | 1,063 | 0.01% | Shares |
| Atlantic Union Bankshares Corp | $10,276 | 502 | 0.01% | Shares |
| FIFTH THIRD BANCORP | $9,212 | 450 | 0.01% | Shares |
| Steward Partners Investment Advisory, LLC | $5,220 | 255 | 0.00% | Shares |
| FMR LLC | $4,729 | 231 | 0.00% | Shares |
| Concurrent Investment Advisors, LLC | $4,503 | 220 | 0.00% | Shares |
| Key Financial Inc | $2,047 | 100 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $1,677 | 81,911 | 0.00% | Shares |
| Capital Analysts, LLC | $54 | 2,643 | 0.00% | Shares |
| Smithfield Trust Co | $21 | 1,017 | 0.00% | Shares |