BSMS

Invesco Bulletshares 2028 MB$23.39 0.04%
UnclassifiedUSCUSIP 46138J486· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
33
+6 QoQ
13F Value (tracked)
$41.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)10 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$23.39 0.04%5Y -11.2%
$21.85$23.11$24.37$25.63$26.89202120222023202420252026232222324352333234521221128795136135155
Hover for who · click for detailEnd-of-day closing prices52w $23.11 – $23.70
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Use BSMS data in an agent

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.

Build

Ask your agent who owns BSMS

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

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BSMS"
Ask your agent
Use Arkolith to show who owns BSMS,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

33 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Hills Bank & Trust Co
$5.8M
247K
+13%
Added · +29K sh
Q1 2026
2Summit Financial, LLC
$5.1M
218K
+0.6%
Added · +1K sh
Q1 2026
3NewEdge Advisors, LLC
$4.9M
208K
+14%
Added · +25K sh
Q1 2026
4Integrated Wealth Concepts LLC
$3.7M
156K
+10%
Added · +15K sh
Q1 2026
5Atlantic Union Bankshares Corp
$3.4M
147K
+7.2%
Added · +10K sh
Q1 2026
6VestGen Advisors, LLC
$2.0M
86K
−0.6%
Reduced · −519 sh
Q1 2026
7Sanctuary Advisors, LLC
$1.9M
81K
−24%
Reduced · −26K sh
Q1 2026
8MML INVESTORS SERVICES, LLC
$1.7M
73K
−21%
Reduced · −19K sh
Q1 2026
9Cornerstone Wealth Management, LLC
$1.4M
61K
+5.8%
Added · +3K sh
Q1 2026
10Lido Advisors, LLC
$1.3M
54K
Held
Q1 2026
11Steward Partners Investment Advisory, LLC
$1.0M
44K
+19%
Added · +7K sh
Q1 2026
12Willis Johnson & Associates, Inc.
$992K
42K
New
+42K sh
Q1 2026
13Private Advisor Group, LLC
$725K
31K
+245%
Added · +22K sh
Q1 2026
14Wealthcare Advisory Partners LLC
$691K
30K
Held
Q1 2026
15HUNTINGTON NATIONAL BANK
$661K
28K
+64%
Added · +11K sh
Q1 2026
16Sequoia Financial Advisors, LLC
$564K
24K
−19%
Reduced · −6K sh
Q1 2026
17Avantax Planning Partners, Inc.
$549K
23K
+11%
Added · +2K sh
Q1 2026
18Carnegie Investment Counsel
$540K
23K
New
+23K sh
Q1 2026
19HUB Investment Partners, LLC
$535K
23K
New
+23K sh
Q1 2026
20Aptus Capital Advisors, LLC
$458K
20K
+100%
Added · +10K sh
Q1 2026
21Jacobi Capital Management LLC
$428K
18K
+0.5%
Added · +100 sh
Q1 2026
22Clearstead Advisors, LLC
$398K
17K
Held
Q1 2026
23Atria Investments, Inc
$397K
17K
−97%
Reduced · −481K sh
Q1 2026
24Ausdal Financial Partners, Inc.
$348K
15K
+21%
Added · +3K sh
Q1 2026
25Prospera Financial Services Inc
$292K
12K
+13%
Added · +1K 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)
4
funds
Added
6
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

69 funds+56 since Q2 2022
03569Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $137.5M

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 BSMS also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA40 funds$10.5B
MICROSOFT CORPMSFT40 funds$8.3B
VANGUARD S&P 500 ETFVOO40 funds$5.5B
JPMORGAN CHASE & COJPM40 funds$4.2B
BROADCOM INCAVGO40 funds$3.6B
ALPHABET INC-CL CGOOG40 funds$3.4B
META PLATFORMS INC-CLASS AMETA40 funds$3.3B
EXXON MOBIL CORPXOM40 funds$3.0B
WALMART INCWMT40 funds$2.7B
ELI LILLY & COLLY40 funds$2.3B
JOHNSON & JOHNSONJNJ40 funds$2.3B
VISA INC-CLASS A SHARESV40 funds$2.1B

Ranked by how many of BSMS'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 BSMS. 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.