BSCY

Invesco Bulletshares 2034 CBETF
UnclassifiedUSCUSIP 46139W783◍ Confluence graph
Tracked 13F Holders
87
-24 QoQ
13F Value (tracked)
$365.4M
13F Moves · latest Q
34 added
4 trimmed
Recent Filings
0

Who owns BSCY?

87 tracked 13F filers

87 tracked 13F filers disclose a position in BSCY as of the latest SEC 13F filings, a combined $365.4M 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
1Aptus Capital Advisors, LLC
$72.6M
3.5M
+1.8%
Added · +62K sh
Q2 2026
2RAYMOND JAMES FINANCIAL INC
$55.9M
2.7M
+7.3%
Added · +183K sh
Q1 2026
3UBS Group AG
$26.9M
1.3M
26×
Added · +1.2M sh
Q1 2026
4LPL Financial LLC
$25.5M
1.2M
+15%
Added · +158K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$23.8M
1.2M
+35%
Added · +301K sh
Q1 2026
6MORGAN STANLEY
$14.5M
700K
+35%
Added · +181K sh
Q1 2026
7COOKSON PEIRCE & CO INC
$10.5M
508K
+0.7%
Added · +3K sh
Q1 2026
8Clark Asset Management, LLC
$8.4M
405K
+25%
Added · +82K sh
Q2 2026
9BCS Wealth Management
$7.2M
347K
+2.2%
Added · +8K sh
Q2 2026
10JONES FINANCIAL COMPANIES LLLP
$7.1M
346K
+24%
Added · +67K sh
Q1 2026
11DWM Financial Group, Inc.
$6.6M
314K
New
+314K sh
Q2 2026
12GILL CAPITAL PARTNERS, LLC
$5.1M
247K
+3.8%
Added · +9K sh
Q2 2026
13Equitable Holdings, Inc.
$5.0M
240K
−5.5%
Reduced · −14K sh
Q2 2026
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$4.9M
238K
+14%
Added · +29K sh
Q1 2026
15BANK OF AMERICA CORP /DE/
$4.8M
231K
+53%
Added · +80K sh
Q1 2026
16STEPHENS INC /AR/
$4.5M
217K
+6.5%
Added · +13K sh
Q2 2026
17Modern Wealth Management, LLC
$4.2M
201K
+69%
Added · +82K sh
Q1 2026
18MAI Capital Management
$3.9M
190K
+36%
Added · +50K sh
Q1 2026
19Asset Dedication, LLC
$3.8M
186K
+27%
Added · +39K sh
Q2 2026
20SUSQUEHANNA INTERNATIONAL GROUP, LLP
$3.3M
162K
New
+162K sh
Q1 2026
21ROYAL BANK OF CANADA
$3.3M
160K
+17%
Added · +23K sh
Q1 2026
22OSAIC HOLDINGS, INC.
$3.3M
160K
+52%
Added · +55K sh
Q1 2026
23Addison Advisors LLC
$2.9M
142K
−47%
Reduced · −127K sh
Q2 2026
24NorthAvenue LLC
$2.9M
141K
+26%
Added · +29K sh
Q2 2026
25ENVESTNET ASSET MANAGEMENT INC
$2.7M
131K
+61%
Added · +50K 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 BSCY being bought or sold by institutions?

Last quarter, 7 funds opened a new position in BSCY and 27 added to an existing one, while 4 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)
7
funds
Added
27
funds
Reduced
4
funds
Exited
0
funds

Funds that own BSCY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA42 funds$7.0B
APPLE INCAAPL42 funds$5.6B
AMAZON.COM INCAMZN42 funds$3.7B
MICROSOFT CORPMSFT42 funds$3.3B
INVESCO BULLETSHARES 2032 CBBSCW40 funds$296.8M
ALPHABET INC-CL AGOOGL39 funds$2.7B
SS SPDR S&P 500 ETF TRUST-USSPY39 funds$2.3B
VANGUARD S&P 500 ETFVOO39 funds$2.0B
ALPHABET INC-CL CGOOG39 funds$2.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B39 funds$1.6B
JOHNSON & JOHNSONJNJ39 funds$1.1B
INVESCO BULLETSHARES 2031 CBBSCV39 funds$300.9M

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

Institutional ownership over time

56 funds+45 since Q3 2024
04080Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $151.0M

Share classes

Class13F holdersValue held
BSCWUIE158 funds$1.1B
BSCXTRD SLF IDX FD INVESCO BULLETSH115 funds$698.1M
BSCYthis pageEXCHANGE TRADED87 funds$365.4M
BSJUMF Closed and MF Open71 funds$154.6M
BSSXmc65 funds$75.8M
BSCZUIE62 funds$134.7M
BSMWExchange Traded Fund62 funds$115.8M
BSMYmc49 funds$71.1M

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 BSCY

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