Who Owns INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR)? -- Institutional Holders (2026-06-30)
152 institutions reported holding $243.5M of INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($13.8M), LPL Financial LLC ($12.1M), BANK OF AMERICA CORP /DE/ ($11.4M), WELLS FARGO & COMPANY/MN ($10.3M), Invesco Ltd. ($9.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $13.8M | 583,667 | Added |
| 2 | LPL Financial LLC | $12.1M | 511,446 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $11.4M | 480,377 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $10.3M | 435,082 | Trimmed |
| 5 | Invesco Ltd. | $9.8M | 416,301 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $9.3M | 392,401 | Added |
| 7 | Key Financial Inc | $8.7M | 367,608 | Added |
| 8 | Financial Solutions Advisory Group, Inc. | $8.1M | 343,679 | Trimmed |
| 9 | Atlantic Union Bankshares Corp | $7.6M | 320,485 | Added |
| 10 | Integrated Wealth Concepts LLC | $7.2M | 302,985 | Added |
| 11 | HighTower Advisors, LLC | $5.8M | 245,694 | Added |
| 12 | UBS Group AG | $5.2M | 222,064 | Trimmed |
| 13 | NewEdge Advisors, LLC | $5.1M | 217,832 | Added |
| 14 | Thrivent Financial for Lutherans | $4.8M | 202,894 | Added |
| 15 | PRECEDENT WEALTH PARTNERS, LLC | $4.5M | 190,052 | Added |
| 16 | CENTRAL VALLEY ADVISORS, LLC | $4.4M | 184,560 | Added |
| 17 | Hills Bank & Trust Co | $4.2M | 178,708 | Trimmed |
| 18 | Avior Wealth Management, LLC | $4.1M | 171,608 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $3.9M | 163,122 | Added |
| 20 | MONECO Advisors, LLC | $3.8M | 159,326 | Added |
| 21 | Summit Financial, LLC | $3.7M | 157,385 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 131,780 | Added |
| 23 | AMERIPRISE FINANCIAL INC | $3.0M | 127,095 | Added |
| 24 | Asset Dedication, LLC | $3.0M | 124,958 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 110,974 | Added |
Source: SEC Form 13F filings · as of 2026-06-30