BSCZ Invesco BulletShares 2035 Corporate Bond ETF
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Détenteurs institutionnels (13F) 71 déclarants · $166.4M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 15 (-4 vs T. préc.) | 6 (+3 vs T. préc.) | 41 (+7 vs T. préc.) | 5 (-1 vs T. préc.) | +1.7M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $41 998 156 | 2 051 693 | 25,24% | Actions |
| Invesco Ltd. | $19 271 259 | 941 439 | 11,58% | Actions |
| COOKSON PEIRCE & CO INC | $11 108 844 | 542 689 | 6,68% | Actions |
| LPL Financial LLC | $10 365 660 | 506 383 | 6,23% | Actions |
| Carolina Wealth Advisors, LLC | $5 994 578 | 292 847 | 3,60% | Actions |
| JONES FINANCIAL COMPANIES LLLP | $4 546 140 | 221 385 | 2,73% | Actions |
| Clark Asset Management, LLC | $4 338 366 | 211 938 | 2,61% | Actions |
| GILL CAPITAL PARTNERS, LLC | $4 080 464 | 198 853 | 2,45% | Actions |
| STEPHENS INC /AR/ | $3 885 928 | 189 835 | 2,34% | Actions |
| OSAIC HOLDINGS, INC. | $3 635 423 | 177 600 | 2,18% | Actions |
| Carroll Advisory Group, LLC | $3 290 674 | 160 756 | 1,98% | Actions |
| Equitable Holdings, Inc. | $3 287 688 | 160 610 | 1,98% | Actions |
| MORGAN STANLEY | $3 178 459 | 155 274 | 1,91% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $2 979 723 | 145 565 | 1,79% | Actions |
| Savvy Advisors, Inc. | $2 802 786 | 136 922 | 1,68% | Actions |
| BCS Wealth Management | $2 761 851 | 134 922 | 1,66% | Actions |
| ROYAL BANK OF CANADA | $2 733 000 | 133 501 | 1,64% | Actions |
| CITADEL ADVISORS LLC | $2 721 609 | 132 956 | 1,64% | Actions |
| LeClair Wealth Partners LLC | $2 458 070 | 120 082 | 1,48% | Actions |
| Cetera Investment Advisers | $2 339 587 | 114 293 | 1,41% | Actions |
| Infinity Wealth Counsel, LLC | $1 916 197 | 93 610 | 1,15% | Actions |
| Ellevest, Inc. | $1 909 994 | 93 307 | 1,15% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 596 373 | 77 986 | 0,96% | Actions |
| Golden Reserve Retirement LLC | $1 450 576 | 70 864 | 0,87% | Actions |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1 400 131 | 68 233 | 0,84% | Actions |
| MML INVESTORS SERVICES, LLC | $1 344 097 | 65 662 | 0,81% | Actions |
| BANK OF AMERICA CORP /DE/ | $1 255 732 | 61 345 | 0,75% | Actions |
| JANE STREET GROUP, LLC | $1 194 895 | 58 373 | 0,72% | Actions |
| NOVARE CAPITAL MANAGEMENT LLC | $1 142 656 | 55 821 | 0,69% | Actions |
| Atria Investments, Inc | $1 085 215 | 53 015 | 0,65% | Actions |
| Lido Advisors, LLC | $995 272 | 48 621 | 0,60% | Actions |
| HighTower Advisors, LLC | $994 002 | 48 559 | 0,60% | Actions |
| HUB Investment Partners, LLC | $930 767 | 45 470 | 0,56% | Actions |
| Farther Finance Advisors, LLC | $866 700 | 42 340 | 0,52% | Actions |
| River Wealth Advisors LLC | $859 945 | 42 010 | 0,52% | Actions |
| CFG Wealth Management Services, Inc. | $768 269 | 37 440 | 0,46% | Actions |
| Asset Dedication, LLC | $751 670 | 36 721 | 0,45% | Actions |
| J.W. COLE ADVISORS, INC. | $685 559 | 33 491 | 0,41% | Actions |
| Opulen Financial Group LLC | $651 147 | 31 810 | 0,39% | Actions |
| DAVIS R M INC | $619 443 | 30 261 | 0,37% | Actions |
| Independence Bank of Kentucky | $594 101 | 29 023 | 0,36% | Actions |
| NorthAvenue LLC | $591 369 | 28 890 | 0,36% | Actions |
| Rockefeller Capital Management L.P. | $511 750 | 25 000 | 0,31% | Actions |
| Hobbs Group Advisors, LLC | $403 685 | 19 721 | 0,24% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $374 250 | 18 283 | 0,22% | Actions |
| STIFEL FINANCIAL CORP | $370 165 | 18 084 | 0,22% | Actions |
| Addison Advisors LLC | $333 989 | 16 316 | 0,20% | Actions |
| Redmond Asset Management, LLC | $309 179 | 15 104 | 0,19% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $273 356 | 13 354 | 0,16% | Actions |
| UBS Group AG | $272 988 | 13 336 | 0,16% | Actions |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $270 551 | 13 234 | 0,16% | Actions |
| Legacy Wealth Partners, LLC | $265 639 | 12 977 | 0,16% | Actions |
| SAWGRASS ASSET MANAGEMENT LLC | $255 875 | 12 500 | 0,15% | Actions |
| MAI Capital Management | $247 032 | 12 068 | 0,15% | Actions |
| Kohmann Bosshard Financial Services, LLC | $237 493 | 11 602 | 0,14% | Actions |
| Vestmark Advisory Solutions, Inc. | $231 021 | 11 286 | 0,14% | Actions |
| Davis Capital Management | $187 239 | 9 147 | 0,11% | Actions |
| YANKCOM Partnership | $162 737 | 7 950 | 0,10% | Actions |
| WELLS FARGO & COMPANY/MN | $120 241 | 5 874 | 0,07% | Actions |
| Marquette Asset Management, LLC | $96 926 | 4 735 | 0,06% | Actions |
| IMA Advisory Services, Inc. | $30 705 | 1 500 | 0,02% | Actions |
| PRIVATE TRUST CO NA | $21 760 | 1 063 | 0,01% | Actions |
| Atlantic Union Bankshares Corp | $10 276 | 502 | 0,01% | Actions |
| FIFTH THIRD BANCORP | $9 212 | 450 | 0,01% | Actions |
| Steward Partners Investment Advisory, LLC | $5 220 | 255 | 0,00% | Actions |
| FMR LLC | $4 729 | 231 | 0,00% | Actions |
| Concurrent Investment Advisors, LLC | $4 503 | 220 | 0,00% | Actions |
| Key Financial Inc | $2 047 | 100 | 0,00% | Actions |
| Cambridge Investment Research Advisors, Inc. | $1 677 | 81 911 | 0,00% | Actions |
| Capital Analysts, LLC | $54 | 2 643 | 0,00% | Actions |
| Smithfield Trust Co | $21 | 1 017 | 0,00% | Actions |