BSMR

Invesco Bulletshares 2027 MB$23.61 0.02%
UnclassifiedUSCUSIP 46138J494· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
43
+2 QoQ
13F Value (tracked)
$51.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)14 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$23.61 0.02%5Y -8.9%
$22.35$23.35$24.36$25.36$26.372021202220232024202520263322222262433424353103133153158138217176198
Hover for who · click for detailEnd-of-day closing prices52w $23.33 – $23.83
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns BSMR

This stock page is the Follow view. The Build view lets your agent query BSMR owners, fund changes, insider filings, and source links through REST or MCP.

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Use Arkolith to show who owns BSMR,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

43 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Hills Bank & Trust Co
$5.5M
230K
+12%
Added · +24K sh
Q1 2026
2Summit Financial, LLC
$5.1M
216K
+0.7%
Added · +2K sh
Q1 2026
3Atlantic Union Bankshares Corp
$5.1M
214K
+5.6%
Added · +11K sh
Q1 2026
4NewEdge Advisors, LLC
$4.8M
204K
+11%
Added · +21K sh
Q1 2026
5Integrated Wealth Concepts LLC
$4.6M
196K
+14%
Added · +24K sh
Q1 2026
6Sanctuary Advisors, LLC
$3.7M
158K
−15%
Reduced · −29K sh
Q1 2026
7VestGen Advisors, LLC
$2.2M
93K
−4.1%
Reduced · −4K sh
Q1 2026
8Cornerstone Wealth Management, LLC
$1.7M
71K
+4.2%
Added · +3K sh
Q1 2026
9MML INVESTORS SERVICES, LLC
$1.6M
69K
−21%
Reduced · −19K sh
Q1 2026
10Equitable Holdings, Inc.
$1.6M
69K
+2.6%
Added · +2K sh
Q1 2026
11Aptus Capital Advisors, LLC
$1.3M
54K
+25%
Added · +11K sh
Q1 2026
12Private Advisor Group, LLC
$1.3M
53K
+97%
Added · +26K sh
Q1 2026
13Steward Partners Investment Advisory, LLC
$1.1M
48K
+6.3%
Added · +3K sh
Q1 2026
14Waverly Advisors, LLC
$997K
42K
+8.5%
Added · +3K sh
Q1 2026
15Willis Johnson & Associates, Inc.
$997K
42K
New
+42K sh
Q1 2026
16Kestra Advisory Services, LLC
$967K
41K
−7.2%
Reduced · −3K sh
Q1 2026
17Wealthcare Advisory Partners LLC
$755K
32K
Held
Q1 2026
18OneAscent Financial Services LLC
$751K
32K
New
+32K sh
Q1 2026
19Savant Capital, LLC
$720K
30K
−1.4%
Reduced · −429 sh
Q1 2026
20Lido Advisors, LLC
$575K
24K
Held
Q1 2026
21Avantax Planning Partners, Inc.
$550K
23K
+11%
Added · +2K sh
Q1 2026
22Sequoia Financial Advisors, LLC
$541K
23K
−20%
Reduced · −6K sh
Q1 2026
23HUB Investment Partners, LLC
$535K
23K
New
+23K sh
Q1 2026
24HUNTINGTON NATIONAL BANK
$510K
22K
+143%
Added · +13K sh
Q1 2026
25Jacobi Capital Management LLC
$429K
18K
+0.6%
Added · +100 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)
6
funds
Added
8
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

79 funds+62 since Q2 2022
04079Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $168.7M

Share classes

Class13F holdersValue held
BSCQmc161 funds$2.4B
BSCRmc159 funds$3.1B
BSCSmc153 funds$1.8B
BSCTmc142 funds$1.4B
OMFLmc141 funds$2.0B
BSCUmc133 funds$1.4B
BSCVmc102 funds$917.3M
BSJQmc89 funds$451.3M

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

Funds that own BSMR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA49 funds$11.8B
MICROSOFT CORPMSFT49 funds$9.5B
VANGUARD S&P 500 ETFVOO49 funds$6.7B
JPMORGAN CHASE & COJPM49 funds$4.7B
BROADCOM INCAVGO49 funds$4.4B
ALPHABET INC-CL CGOOG49 funds$4.0B
META PLATFORMS INC-CLASS AMETA49 funds$3.7B
EXXON MOBIL CORPXOM49 funds$3.4B
WALMART INCWMT49 funds$3.2B
ELI LILLY & COLLY49 funds$2.6B
JOHNSON & JOHNSONJNJ49 funds$2.6B
COSTCO WHOLESALE CORPCOST49 funds$2.4B

Ranked by how many of BSMR'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSMR. 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.