BSMV

Invesco Bulletshares 2031 MB
UnclassifiedUSCUSIP 46138J411◍ Confluence graph
Tracked 13F Holders
24
+1 QoQ
13F Value (tracked)
$29.5M
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 history not yet available for BSMV.
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SEC filings prove each claim.

Top institutional holders

24 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Hills Bank & Trust Co
$10.0M
480K
+8.6%
Added · +38K sh
Q1 2026
2Lido Advisors, LLC
$4.1M
196K
Held
Q1 2026
3Atlantic Union Bankshares Corp
$3.9M
188K
+11%
Added · +18K sh
Q1 2026
4Kestra Advisory Services, LLC
$1.9M
91K
+0.9%
Added · +856 sh
Q1 2026
5UNITED CAPITAL FINANCIAL ADVISORS, LLC
$1.2M
56K
+40%
Added · +16K sh
Q1 2026
6MML INVESTORS SERVICES, LLC
$1.0M
50K
−14%
Reduced · −8K sh
Q1 2026
7Equitable Holdings, Inc.
$1.0M
49K
+7.3%
Added · +3K sh
Q1 2026
8HUNTINGTON NATIONAL BANK
$1.0M
48K
+53%
Added · +17K sh
Q1 2026
9Integrated Wealth Concepts LLC
$922K
44K
+28%
Added · +10K sh
Q1 2026
10VestGen Advisors, LLC
$859K
41K
+3.3%
Added · +1K sh
Q1 2026
11Sequoia Financial Advisors, LLC
$605K
29K
−20%
Reduced · −7K sh
Q1 2026
12BENJAMIN EDWARDS INC
$560K
27K
+1.8%
Added · +466 sh
Q1 2026
13Jacobi Capital Management LLC
$422K
20K
+0.6%
Added · +125 sh
Q1 2026
14Venture Visionary Partners LLC
$380K
18K
−20%
Reduced · −5K sh
Q1 2026
15Summit Trail Advisors, LLC
$281K
13K
−42%
Reduced · −10K sh
Q1 2026
16NewEdge Advisors, LLC
$268K
13K
+394%
Added · +10K sh
Q1 2026
17Beacon Pointe Advisors, LLC
$256K
12K
−1.0%
Reduced · −126 sh
Q1 2026
18OneAscent Financial Services LLC
$243K
12K
New
+12K sh
Q1 2026
19Vestmark Advisory Solutions, Inc.
$238K
11K
New
+11K sh
Q1 2026
20Larson Financial Group LLC
$126K
6K
Held
Q1 2026
21Aptus Capital Advisors, LLC
$125K
6K
+0.7%
Added · +42 sh
Q1 2026
22IFP Advisors, Inc
$6K
272
New
+272 sh
Q1 2026
23O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$4K
193
Held
Q1 2026
24Root Financial Partners, LLC
$3K
159
New
+159 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

53 funds+44 since Q2 2022
02753Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $93.6M

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 BSMV also own

CompanyCo-held byCombined value
APPLE INCAAPL25 funds$8.5B
NVIDIA CORPNVDA25 funds$7.4B
SS SPDR S&P 500 ETF TRUST-USSPY25 funds$6.3B
MICROSOFT CORPMSFT25 funds$5.5B
ISHARES CORE S&P 500 ETFIVV25 funds$5.4B
VANGUARD S&P 500 ETFVOO25 funds$4.6B
AMAZON.COM INCAMZN25 funds$3.9B
ALPHABET INC-CL AGOOGL25 funds$3.5B
VANGUARD TOTAL STOCK MKT ETFVTI25 funds$3.2B
BROADCOM INCAVGO25 funds$2.8B
JPMORGAN CHASE & COJPM25 funds$2.7B
INVESCO QQQ TRUST SERIES 1QQQ25 funds$2.6B

Ranked by how many of BSMV'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.

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13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSMV. 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.