Who Owns INV BUL/2033 CORP ETF (BSCX)? -- Institutional Holders (2026-06-30)
137 institutions reported holding $785.0M of INV BUL/2033 CORP ETF (BSCX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($167.5M), AMERIPRISE FINANCIAL INC ($74.4M), RAYMOND JAMES FINANCIAL INC ($71.9M), Clearstead Advisors, LLC ($57.9M), LPL Financial LLC ($44.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Aptus Capital Advisors, LLC | $167.5M | 8.0M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $74.4M | 3.5M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $71.9M | 3.4M | Added |
| 4 | Clearstead Advisors, LLC | $57.9M | 2.8M | Added |
| 5 | LPL Financial LLC | $44.4M | 2.1M | Added |
| 6 | MORGAN STANLEY | $27.6M | 1.3M | Trimmed |
| 7 | IMA Advisory Services, Inc. | $25.3M | 1.2M | New |
| 8 | WELLS FARGO & COMPANY/MN | $19.3M | 915,739 | Added |
| 9 | Invesco Ltd. | $19.2M | 911,142 | Added |
| 10 | Janney Montgomery Scott LLC | $14.0M | 666,639 | Added |
| 11 | Baird Financial Group, Inc. | $13.1M | 622,811 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $11.9M | 567,411 | New |
| 13 | JONES FINANCIAL COMPANIES LLLP | $11.3M | 534,589 | Added |
| 14 | Clark Asset Management, LLC | $10.9M | 519,107 | Added |
| 15 | COOKSON PEIRCE & CO INC | $10.9M | 516,334 | Added |
| 16 | Parkway Wealth Management Group, LLC | $10.1M | 480,088 | Added |
| 17 | BCS Wealth Management | $9.5M | 449,212 | Added |
| 18 | BANK OF AMERICA CORP /DE/ | $9.3M | 441,183 | Added |
| 19 | Royal Bank of Canada | $8.4M | 398,162 | Added |
| 20 | Modern Wealth Management, LLC | $7.9M | 376,705 | Added |
| 21 | Equitable Holdings, Inc. | $6.4M | 303,093 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $6.3M | 297,388 | Added |
| 23 | Apollon Wealth Management, LLC | $6.1M | 289,335 | New |
| 24 | Asset Dedication, LLC | $6.0M | 286,678 | Added |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 242,570 | Added |
Source: SEC Form 13F filings · as of 2026-06-30