BSCS

Invesco Bulletshares 2028 CBETF$20.39 0.07%
UnclassifiedUSCUSIP 46138J643· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
215
+6 QoQ
13F Value (tracked)
$2.0B
13F Moves · latest Q
33 added
10 trimmed
Recent Filings
0

Price & smart-money activity

$20.39 0.07%5Y -12.4%
$18.55$19.83$21.11$22.40$23.6820212022202320242025202687472666310314214416530536736104485218581951266025792669402811
Hover for who · click for detailEnd-of-day closing prices52w $20.31 – $20.67
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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.

Top institutional holders

215 tracked 13F filers
#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
5Lido Advisors, LLC
$100.5M
4.9M
−7.9%
Reduced · −420K sh
Q1 2026
6UBS Group AG
$98.3M
4.8M
+30%
Added · +1.1M sh
Q1 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
$66.5M
3.3M
+6.3%
Added · +193K sh
Q1 2026
10Hills Bank & Trust Co
$50.7M
2.5M
+3.9%
Added · +94K sh
Q1 2026
11MAI Capital Management
$47.2M
2.3M
+13%
Added · +259K sh
Q1 2026
12ROYAL BANK OF CANADA
$43.2M
2.1M
+24%
Added · +413K sh
Q1 2026
13TLWM
$33.6M
1.6M
+1.9%
Added · +30K sh
Q2 2026
14DAVIS R M INC
$26.5M
1.3M
+7.6%
Added · +91K sh
Q1 2026
15Clark Asset Management, LLC
$25.7M
1.3M
+14%
Added · +150K sh
Q2 2026
16OSAIC HOLDINGS, INC.
$24.5M
1.2M
+10%
Added · +109K sh
Q1 2026
17ENVESTNET ASSET MANAGEMENT INC
$24.1M
1.2M
+8.9%
Added · +96K sh
Q1 2026
18STIFEL FINANCIAL CORP
$23.1M
1.1M
+30%
Added · +263K sh
Q1 2026
19MML INVESTORS SERVICES, LLC
$23.0M
1.1M
+11%
Added · +115K sh
Q1 2026
20Sequoia Financial Advisors, LLC
$19.0M
931K
−3.9%
Reduced · −38K sh
Q1 2026
21Baird Financial Group, Inc.
$18.3M
895K
+2.6%
Added · +23K sh
Q1 2026
22AMERIPRISE FINANCIAL INC
$17.4M
854K
−6.2%
Reduced · −57K sh
Q1 2026
23&PARTNERS
$16.9M
826K
+1.2%
Added · +10K sh
Q1 2026
24SHUFRO ROSE & CO LLC
$16.8M
822K
+2.2%
Added · +18K sh
Q1 2026
25Cornerstone Wealth Management, LLC
$16.8M
820K
+14%
Added · +103K 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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
32
funds
Reduced
10
funds
Exited
0
funds

Institutional ownership over time

214 funds+78 since Q3 2024
0107214Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.9B

Funds that own BSCS also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA104 funds$24.5B
SS SPDR S&P 500 ETF TRUST-USSPY104 funds$15.7B
JPMORGAN CHASE & COJPM104 funds$8.9B
EXXON MOBIL CORPXOM104 funds$5.5B
COSTCO WHOLESALE CORPCOST104 funds$4.6B
VISA INC-CLASS A SHARESV104 funds$4.5B
TESLA INCTSLA104 funds$4.1B
CISCO SYSTEMS INCCSCO104 funds$2.8B
GOLDMAN SACHS GROUP INCGS104 funds$2.1B
ORACLE CORPORCL104 funds$2.1B
APPLE INCAAPL103 funds$25.1B
MICROSOFT CORPMSFT103 funds$18.1B

Ranked by how many of BSCS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.