BSCS

Invesco Bulletshares 2028 CBETF
UnclassifiedUSCUSIP 46138J643◍ Confluence graph
Tracked 13F Holders
370
-49 QoQ
13F Value (tracked)
$2.4B
13F Moves · latest Q
38 added
6 trimmed
Recent Filings
0

Who owns BSCS?

370 tracked 13F filers

370 tracked 13F filers disclose a position in BSCS as of the latest SEC 13F filings, a combined $2.4B 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
1MORGAN STANLEY
$185.7M
9.1M
+5.3%
Added · +462K sh
Q1 2026
2WELLS FARGO & COMPANY/MN
$160.9M
7.9M
+0.6%
Added · +49K sh
Q1 2026
3LPL Financial LLC
$156.3M
7.7M
+5.1%
Added · +369K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$126.8M
6.2M
−0.9%
Reduced · −55K sh
Q1 2026
5UBS Group AG
$98.3M
4.8M
+30%
Added · +1.1M sh
Q1 2026
6Lido Advisors, LLC
$92.9M
4.6M
−7.3%
Reduced · −359K sh
Q2 2026
7TruWealth Advisors, LLC
$92.8M
4.5M
+1.5%
Added · +67K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$91.2M
4.5M
+20%
Added · +752K sh
Q1 2026
9Clearstead Advisors, LLC
$66.7M
3.3M
+0.6%
Added · +20K sh
Q2 2026
10Bluespring Wealth Management, LLC
$50.0M
2.5M
+44%
Added · +755K sh
Q2 2026
11MAI Capital Management
$47.2M
2.3M
+13%
Added · +259K sh
Q1 2026
12Fusion Family Wealth, LLC
$46.6M
2.3M
+1.8%
Added · +41K sh
Q2 2026
13ROYAL BANK OF CANADA
$43.2M
2.1M
+24%
Added · +413K sh
Q1 2026
14TLWM
$33.6M
1.6M
+1.9%
Added · +30K sh
Q2 2026
15MML INVESTORS SERVICES, LLC
$29.0M
1.4M
+26%
Added · +295K sh
Q2 2026
16MONECO ADVISORS, LLC
$27.8M
1.4M
+9.0%
Added · +113K sh
Q2 2026
17DAVIS R M INC
$26.5M
1.3M
+7.6%
Added · +91K sh
Q1 2026
18Clark Asset Management, LLC
$25.7M
1.3M
+14%
Added · +150K sh
Q2 2026
19Hills Bank & Trust Co
$25.5M
1.3M
−50%
Reduced · −1.2M sh
Q2 2026
20OSAIC HOLDINGS, INC.
$24.5M
1.2M
+10%
Added · +109K sh
Q1 2026
21ENVESTNET ASSET MANAGEMENT INC
$24.1M
1.2M
+8.9%
Added · +96K sh
Q1 2026
22STIFEL FINANCIAL CORP
$23.1M
1.1M
+30%
Added · +263K sh
Q1 2026
23Kestra Advisory Services, LLC
$20.7M
1.0M
+134%
Added · +582K sh
Q2 2026
24Legacy Financial Group LLC
$19.2M
943K
+8.0%
Added · +70K sh
Q2 2026
25Sequoia Financial Advisors, LLC
$19.0M
931K
−3.9%
Reduced · −38K sh
Q1 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 BSCS being bought or sold by institutions?

Last quarter, 1 fund opened a new position in BSCS and 37 added to an existing one, while 6 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)
1
funds
Added
37
funds
Reduced
6
funds
Exited
0
funds

Funds that own BSCS also own

CompanyCo-held byCombined value
APPLE INCAAPL215 funds$29.0B
MICROSOFT CORPMSFT208 funds$27.2B
AMAZON.COM INCAMZN207 funds$21.9B
ALPHABET INC-CL AGOOGL207 funds$18.2B
NVIDIA CORPNVDA205 funds$34.6B
SS SPDR S&P 500 ETF TRUST-USSPY200 funds$10.1B
JPMORGAN CHASE & COJPM198 funds$10.1B
ALPHABET INC-CL CGOOG194 funds$12.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B192 funds$4.8B
BROADCOM INCAVGO188 funds$15.9B
ELI LILLY & COLLY187 funds$7.6B
JOHNSON & JOHNSONJNJ186 funds$5.7B

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

Institutional ownership over time

301 funds+116 since Q3 2024
0175350Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.2B

Recent filings

0 shown

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

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Connected entities for BSCS

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Ask your agent what changed in BSCS

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/BSCS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BSCS.
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 BSCS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.