BSCR

Invesco Bulletshares 2027 CBETF
UnclassifiedUSCUSIP 46138J783◍ Confluence graph
Tracked 13F Holders
373
-55 QoQ
13F Value (tracked)
$3.4B
13F Moves · latest Q
34 added
11 trimmed
Recent Filings
0

Who owns BSCR?

373 tracked 13F filers

373 tracked 13F filers disclose a position in BSCR as of the latest SEC 13F filings, a combined $3.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Lido Advisors, LLC
$1.1B
54.9M
−22%
Reduced · −15.8M sh
Q2 2026
2MORGAN STANLEY
$202.3M
10.3M
−0.7%
Reduced · −71K sh
Q1 2026
3UBS Group AG
$161.5M
8.2M
+95%
Added · +4.0M sh
Q1 2026
4WELLS FARGO & COMPANY/MN
$143.0M
7.3M
+1.7%
Added · +120K sh
Q1 2026
5LPL Financial LLC
$140.7M
7.2M
+6.4%
Added · +432K sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$118.5M
6.0M
+42%
Added · +1.8M sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$109.7M
5.6M
+11%
Added · +572K sh
Q1 2026
8MAI Capital Management
$60.0M
3.1M
+5.1%
Added · +148K sh
Q1 2026
9Bluespring Wealth Management, LLC
$53.0M
2.7M
+41%
Added · +790K sh
Q2 2026
10ROYAL BANK OF CANADA
$46.9M
2.4M
+30%
Added · +554K sh
Q1 2026
11Avior Wealth Management, LLC
$43.2M
2.2M
−7.4%
Reduced · −175K sh
Q1 2026
12MML INVESTORS SERVICES, LLC
$42.9M
2.2M
+21%
Added · +381K sh
Q2 2026
13DAVIS R M INC
$33.9M
1.7M
+3.6%
Added · +60K sh
Q1 2026
14MONECO ADVISORS, LLC
$28.7M
1.5M
+6.9%
Added · +94K sh
Q2 2026
15Hills Bank & Trust Co
$27.3M
1.4M
−48%
Reduced · −1.3M sh
Q2 2026
16TLWM
$26.4M
1.3M
+2.5%
Added · +32K sh
Q2 2026
17OSAIC HOLDINGS, INC.
$25.7M
1.3M
+8.9%
Added · +107K sh
Q1 2026
18Clark Asset Management, LLC
$25.6M
1.3M
+10.0%
Added · +119K sh
Q2 2026
19Kestra Advisory Services, LLC
$23.7M
1.2M
+312%
Added · +915K sh
Q2 2026
20Atlantic Union Bankshares Corp
$23.3M
1.2M
+6.6%
Added · +74K sh
Q1 2026
21STIFEL FINANCIAL CORP
$23.2M
1.2M
+1.5%
Added · +17K sh
Q1 2026
22ENVESTNET ASSET MANAGEMENT INC
$20.9M
1.1M
+16%
Added · +144K sh
Q1 2026
23AMERIPRISE FINANCIAL INC
$20.9M
1.1M
−6.4%
Reduced · −73K sh
Q1 2026
24Baird Financial Group, Inc.
$18.5M
943K
−11%
Reduced · −112K sh
Q1 2026
25Cornerstone Wealth Management, LLC
$17.3M
882K
+3.7%
Added · +32K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BSCR being bought or sold by institutions?

Last quarter, 4 funds opened a new position in BSCR and 30 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
30
funds
Reduced
11
funds
Exited
0
funds

Funds that own BSCR also own

CompanyCo-held byCombined value
APPLE INCAAPL219 funds$17.4B
ALPHABET INC-CL AGOOGL213 funds$7.7B
NVIDIA CORPNVDA212 funds$17.3B
MICROSOFT CORPMSFT212 funds$13.2B
AMAZON.COM INCAMZN212 funds$10.5B
SS SPDR S&P 500 ETF TRUST-USSPY206 funds$8.7B
JPMORGAN CHASE & COJPM203 funds$5.8B
ALPHABET INC-CL CGOOG198 funds$7.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B195 funds$4.7B
ELI LILLY & COLLY194 funds$3.3B
BROADCOM INCAVGO193 funds$7.2B
INVESCO QQQ TRUST SERIES 1QQQ190 funds$6.6B

Ranked by how many of BSCR's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

300 funds+89 since Q3 2024
0178355Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.0B

Share classes

Class13F holdersValue held
BSCRthis pagemc373 funds$3.4B
BSCSmc370 funds$2.4B
BSCQmc368 funds$2.9B
BSCTmc328 funds$1.9B
BSCUmc283 funds$1.9B
OMFLmc246 funds$2.4B
BSCVmc212 funds$1.2B
BSJQmc169 funds$635.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in BSCR

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BSCR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BSCR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BSCR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.