Who Owns INVESCO BULLETSHARES 2026 (BSCQ)? -- Institutional Holders (2026-06-30)

Name: INVESCO BULLETSHARES 2026 (BSCQ) Institutional Holders (2026-06-30)
Creator: ko.io

423 institutions reported holding $2.98B of INVESCO BULLETSHARES 2026 (BSCQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($938.9M), LPL Financial LLC ($145.4M), WELLS FARGO & COMPANY/MN ($115.8M), MORGAN STANLEY ($112.8M), Invesco Ltd. ($78.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Lido Advisors, LLC	$938.9M	48.1M	Trimmed
2	LPL Financial LLC	$145.4M	7.4M	Trimmed
3	WELLS FARGO & COMPANY/MN	$115.8M	5.9M	Trimmed
4	MORGAN STANLEY	$112.8M	5.8M	Trimmed
5	Invesco Ltd.	$78.6M	4.0M	Added
6	BANK OF AMERICA CORP /DE/	$74.5M	3.8M	Trimmed
7	RAYMOND JAMES FINANCIAL INC	$59.7M	3.1M	Trimmed
8	MML INVESTORS SERVICES, LLC	$56.3M	2.9M	Added
9	St. Louis Financial Planners Asset Management, LLC	$52.4M	2.7M	Added
10	MAI Capital Management	$46.5M	2.4M	Trimmed
11	Fusion Family Wealth LLC	$46.0M	2.4M	Added
12	Royal Bank of Canada	$36.3M	1.9M	Added
13	TLWM	$33.9M	1.7M	Added
14	OSAIC HOLDINGS, INC.	$32.5M	1.7M	Trimmed
15	SNS Financial Group, LLC	$31.5M	1.6M	Added
16	Hills Bank & Trust Co	$29.3M	1.5M	Trimmed
17	Brookstone Capital Management	$28.2M	1.4M	Trimmed
18	MONECO Advisors, LLC	$28.0M	1.4M	Added
19	UBS Group AG	$27.9M	1.4M	Trimmed
20	Hudson Capital Management LLC	$25.9M	1.3M	Added
21	ENVESTNET ASSET MANAGEMENT INC	$25.9M	1.3M	Trimmed
22	Asset Dedication, LLC	$25.6M	1.3M	Trimmed
23	Clark Asset Management, LLC	$22.9M	1.2M	Added
24	Baird Financial Group, Inc.	$21.8M	1.1M	Added
25	AMERIPRISE FINANCIAL INC	$20.1M	1.0M	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30