BSMZ Invesco BulletShares 2035 Municipal Bond ETF
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Institutional owners (13F) 36 filers · $29.1M 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 |
|---|---|---|---|---|
| 12 (+2 vs prior Q) | 4 (0 vs prior Q) | 19 (+5 vs prior Q) | 2 (-1 vs prior Q) | +312K |
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 |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $5,287,368 | 206,255 | 18.18% | Shares |
| LPL Financial LLC | $4,631,692 | 180,678 | 15.93% | Shares |
| Invesco Ltd. | $2,417,345 | 94,298 | 8.31% | Shares |
| HighTower Advisors, LLC | $1,585,249 | 61,839 | 5.45% | Shares |
| Equitable Holdings, Inc. | $1,207,299 | 47,096 | 4.15% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,108,410 | 43,238 | 3.81% | Shares |
| STIFEL FINANCIAL CORP | $997,128 | 38,897 | 3.43% | Shares |
| Hills Bank & Trust Co | $991,899 | 38,693 | 3.41% | Shares |
| OSAIC HOLDINGS, INC. | $912,578 | 35,592 | 3.14% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $901,376 | 35,162 | 3.10% | Shares |
| Key Financial Inc | $868,389 | 33,875 | 2.99% | Shares |
| Jacobi Capital Management LLC | $862,621 | 33,650 | 2.97% | Shares |
| MONECO ADVISORS, LLC | $759,363 | 29,622 | 2.61% | Shares |
| Wedmont Private Capital | $600,290 | 23,550 | 2.06% | Shares |
| IFP Advisors, Inc | $594,734 | 23,200 | 2.05% | Shares |
| MGO ONE SEVEN LLC | $557,897 | 21,763 | 1.92% | Shares |
| Kestra Advisory Services, LLC | $557,387 | 21,743 | 1.92% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $435,649 | 17,058 | 1.50% | Shares |
| Atlantic Union Bankshares Corp | $384,270 | 14,990 | 1.32% | Shares |
| NewEdge Advisors, LLC | $333,256 | 13,000 | 1.15% | Shares |
| Clark Asset Management, LLC | $320,203 | 12,491 | 1.10% | Shares |
| MML INVESTORS SERVICES, LLC | $298,655 | 11,650 | 1.03% | Shares |
| AMERIPRISE FINANCIAL INC | $282,046 | 11,002 | 0.97% | Shares |
| Addison Advisors LLC | $279,423 | 10,900 | 0.96% | Shares |
| Bill Few Associates, Inc. | $253,018 | 9,870 | 0.87% | Shares |
| J.W. COLE ADVISORS, INC. | $247,010 | 9,636 | 0.85% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $238,970 | 9,322 | 0.82% | Shares |
| COOKSON PEIRCE & CO INC | $224,872 | 8,772 | 0.77% | Shares |
| BCS Wealth Management | $218,821 | 8,536 | 0.75% | Shares |
| IFG Advisory, LLC | $151,247 | 5,900 | 0.52% | Shares |
| ROYAL BANK OF CANADA | $146,000 | 5,702 | 0.50% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $142,423 | 5,545 | 0.49% | Shares |
| GILL CAPITAL PARTNERS, LLC | $99,268 | 3,950 | 0.34% | Shares |
| Integrated Wealth Concepts LLC | $75,034 | 2,927 | 0.26% | Shares |
| Asset Dedication, LLC | $69,164 | 2,698 | 0.24% | Shares |
| MORGAN STANLEY | $39,914 | 1,557 | 0.14% | Shares |