BSMV Invesco BulletShares 2031 Municipal Bond ETF
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Institutional owners (13F) 90 filers · $115.2M 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 |
|---|---|---|---|---|
| 18 (+6 vs prior Q) | 7 (0 vs prior Q) | 39 (-2 vs prior Q) | 16 (+3 vs prior Q) | +335K |
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 |
|---|---|---|---|---|
| Hills Bank & Trust Co | $7,561,378 | 360,323 | 6.56% | Shares |
| HighTower Advisors, LLC | $7,025,092 | 334,767 | 6.10% | Shares |
| LPL Financial LLC | $6,053,289 | 288,458 | 5.25% | Shares |
| MORGAN STANLEY | $5,811,334 | 276,928 | 5.04% | Shares |
| PRECEDENT WEALTH PARTNERS, LLC | $4,533,390 | 216,030 | 3.93% | Shares |
| Invesco Ltd. | $4,299,113 | 204,866 | 3.73% | Shares |
| BANK OF AMERICA CORP /DE/ | $4,216,747 | 200,941 | 3.66% | Shares |
| Lido Advisors, LLC | $4,106,765 | 195,700 | 3.56% | Shares |
| UBS Group AG | $4,045,278 | 192,770 | 3.51% | Shares |
| CENTRAL VALLEY ADVISORS, LLC | $3,803,851 | 181,265 | 3.30% | Shares |
| Avior Wealth Management, LLC | $3,205,103 | 152,733 | 2.78% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $3,099,144 | 147,684 | 2.69% | Shares |
| MONECO ADVISORS, LLC | $2,924,513 | 139,362 | 2.54% | Shares |
| RAYMOND JAMES FINANCIAL INC | $2,782,785 | 132,608 | 2.41% | Shares |
| Legacy Private Trust Co. | $2,552,594 | 121,639 | 2.22% | Shares |
| Envision Financial Planning, LLC | $2,472,056 | 117,801 | 2.15% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $2,303,209 | 109,755 | 2.00% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2,274,426 | 108,383 | 1.97% | Shares |
| Clark Asset Management, LLC | $2,231,473 | 106,337 | 1.94% | Shares |
| Parkway Wealth Management Group, LLC | $2,208,047 | 105,220 | 1.92% | Shares |
| Kestra Advisory Services, LLC | $2,017,678 | 96,149 | 1.75% | Shares |
| OSAIC HOLDINGS, INC. | $1,971,047 | 93,904 | 1.71% | Shares |
| STIFEL FINANCIAL CORP | $1,526,831 | 72,758 | 1.33% | Shares |
| Key Financial Inc | $1,509,745 | 71,944 | 1.31% | Shares |
| Integrated Wealth Concepts LLC | $1,501,332 | 71,542 | 1.30% | Shares |
| Coastline Complete Wealth LLC | $1,499,660 | 71,823 | 1.30% | Shares |
| JANE STREET GROUP, LLC | $1,377,644 | 65,649 | 1.20% | Shares |
| HUNTINGTON NATIONAL BANK | $1,309,569 | 62,405 | 1.14% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1,269,048 | 60,488 | 1.10% | Shares |
| MML INVESTORS SERVICES, LLC | $1,203,118 | 57,332 | 1.04% | Shares |
| Farmers National Bank | $1,172,873 | 55,891 | 1.02% | Shares |
| VestGen Advisors, LLC | $1,061,804 | 50,598 | 0.92% | Shares |
| WELLS FARGO & COMPANY/MN | $1,027,006 | 48,940 | 0.89% | Shares |
| Jacobi Capital Management LLC | $982,725 | 46,830 | 0.85% | Shares |
| Equitable Holdings, Inc. | $978,247 | 46,617 | 0.85% | Shares |
| Elequin Capital, LP | $948,333 | 45,191 | 0.82% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $912,840 | 43,500 | 0.79% | Shares |
| MISSION WEALTH MANAGEMENT, LP | $768,388 | 36,616 | 0.67% | Shares |
| Sterling Financial Group, Inc. | $762,033 | 36,270 | 0.66% | Shares |
| Marietta Wealth Management, LLC | $713,742 | 34,012 | 0.62% | Shares |
| Wedmont Private Capital | $706,975 | 33,770 | 0.61% | Shares |
| IFG Advisory, LLC | $692,596 | 33,004 | 0.60% | Shares |
| SAX WEALTH ADVISORS, LLC | $667,501 | 31,968 | 0.58% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $662,262 | 31,559 | 0.57% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $636,298 | 30,336 | 0.55% | Shares |
| Garrett Wealth Advisory Group, LLC | $614,483 | 29,282 | 0.53% | Shares |
| Sequoia Financial Advisors, LLC | $608,041 | 28,975 | 0.53% | Shares |
| Asset Dedication, LLC | $605,805 | 28,868 | 0.53% | Shares |
| BENJAMIN EDWARDS INC | $582,936 | 27,781 | 0.51% | Shares |
| ROYAL BANK OF CANADA | $471,000 | 22,431 | 0.41% | Shares |
| Cetera Investment Advisers | $430,144 | 20,498 | 0.37% | Shares |
| Atlantic Union Bankshares Corp | $422,470 | 20,132 | 0.37% | Shares |
| Gradient Capital Advisors, LLC | $413,488 | 19,704 | 0.36% | Shares |
| Venture Visionary Partners LLC | $382,092 | 18,207 | 0.33% | Shares |
| HUB Investment Partners, LLC | $343,433 | 16,366 | 0.30% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $318,671 | 15,186 | 0.28% | Shares |
| Heritage Trust Co | $292,803 | 13,953 | 0.25% | Shares |
| Crews Bank & Trust | $278,366 | 13,265 | 0.24% | Shares |
| NewEdge Advisors, LLC | $269,657 | 12,850 | 0.23% | Shares |
| Horizons Wealth Management | $263,196 | 12,605 | 0.23% | Shares |
| Global Financial Private Client, LLC | $256,185 | 12,208 | 0.22% | Shares |
| Beacon Pointe Advisors, LLC | $255,909 | 12,256 | 0.22% | Shares |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $251,001 | 11,961 | 0.22% | Shares |
| Intentional Wealth Strategies, LLC | $247,812 | 11,809 | 0.22% | Shares |
| OneAscent Financial Services LLC | $243,594 | 11,608 | 0.21% | Shares |
| Vestmark Advisory Solutions, Inc. | $239,019 | 11,390 | 0.21% | Shares |
| World Investment Advisors | $237,827 | 11,390 | 0.21% | Shares |
| COOKSON PEIRCE & CO INC | $217,258 | 10,353 | 0.19% | Shares |
| CGN Advisors LLC | $200,868 | 9,572 | 0.17% | Shares |
| HARBOUR INVESTMENTS, INC. | $199,714 | 9,517 | 0.17% | Shares |
| Addison Advisors LLC | $190,208 | 9,064 | 0.17% | Shares |
| ATLAS CAPITAL ADVISORS INC. | $146,895 | 7,000 | 0.13% | Shares |
| ORG Partners LLC | $141,604 | 6,700 | 0.12% | Shares |
| Larson Financial Group LLC | $127,064 | 6,055 | 0.11% | Shares |
| Aptus Capital Advisors, LLC | $112,962 | 5,383 | 0.10% | Shares |
| Colonial Trust Advisors | $83,940 | 4,000 | 0.07% | Shares |
| NorthAvenue LLC | $71,329 | 3,399 | 0.06% | Shares |
| Plante Moran Financial Advisors, LLC | $50,490 | 2,406 | 0.04% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $49,357 | 2,352 | 0.04% | Shares |
| Farther Finance Advisors, LLC | $46,964 | 2,238 | 0.04% | Shares |
| First Command Advisory Services, Inc. | $42,621 | 2,031 | 0.04% | Shares |
| PRIVATE TRUST CO NA | $36,304 | 1,730 | 0.03% | Shares |
| IMA Advisory Services, Inc. | $31,478 | 1,500 | 0.03% | Shares |
| PNC Financial Services Group, Inc. | $28,751 | 1,370 | 0.02% | Shares |
| HARBOR INVESTMENT ADVISORY, LLC | $11,961 | 570 | 0.01% | Shares |
| IFP Advisors, Inc | $9,989 | 476 | 0.01% | Shares |
| Trust Co | $9,250 | 443 | 0.01% | Shares |
| FMR LLC | $4,449 | 212 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $367 | 17,474 | 0.00% | Shares |
| Capital Analysts, LLC | $187 | 8,892 | 0.00% | Shares |