BSSX

Invesco Bulletshares 2033 MB$25.73 0.17%
UnclassifiedUSCUSIP 46139W791· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
18
+2 QoQ
13F Value (tracked)
$18.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)5 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$25.73 0.17%3Y +2.8%
$23.73$24.50$25.28$26.05$26.8320232024202520263556253331129367
Hover for who · click for detailEnd-of-day closing prices52w $24.68 – $26.25
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Use BSSX 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.

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Ask your agent who owns BSSX

This stock page is the Follow view. The Build view lets your agent query BSSX 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/BSSX"
Ask your agent
Use Arkolith to show who owns BSSX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

18 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Atlantic Union Bankshares Corp
$4.7M
185K
+11%
Added · +18K sh
Q1 2026
2Kestra Advisory Services, LLC
$4.0M
156K
+5.0%
Added · +7K sh
Q1 2026
3Sequoia Financial Advisors, LLC
$2.8M
110K
−7.9%
Reduced · −9K sh
Q1 2026
4Hills Bank & Trust Co
$2.7M
105K
+4.5%
Added · +5K sh
Q1 2026
5Lido Advisors, LLC
$1.3M
51K
+18%
Added · +8K sh
Q1 2026
6Jacobi Capital Management LLC
$419K
16K
Held
Q1 2026
7UNITED CAPITAL FINANCIAL ADVISORS, LLC
$388K
15K
+21%
Added · +3K sh
Q1 2026
8D.A. DAVIDSON & CO.
$388K
15K
+23%
Added · +3K sh
Q1 2026
9Equitable Holdings, Inc.
$287K
11K
+10%
Added · +1K sh
Q1 2026
10VestGen Advisors, LLC
$272K
11K
New
+11K sh
Q1 2026
11MML INVESTORS SERVICES, LLC
$237K
9K
−22%
Reduced · −3K sh
Q1 2026
12Summit Trail Advisors, LLC
$231K
9K
−52%
Reduced · −10K sh
Q1 2026
13IFP Advisors, Inc
$203K
8K
Held
Q1 2026
14Larson Financial Group LLC
$125K
5K
Held
Q1 2026
15HUNTINGTON NATIONAL BANK
$51K
2K
Held
Q1 2026
16Steward Partners Investment Advisory, LLC
$10K
400
−96%
Reduced · −10K sh
Q1 2026
17O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$6K
228
−10%
Reduced · −26 sh
Q1 2026
18Root Financial Partners, LLC
$3K
129
New
+129 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)
2
funds
Added
3
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

44 funds+39 since Q4 2023
02244Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $58.8M

Share classes

Class13F holdersValue held
BSCWMF Closed and MF Open81 funds$817.1M
BSCXTRD SLF IDX FD INVESCO BULLETSH62 funds$563.3M
BSCYEXCHANGE TRADED50 funds$305.1M
BSMWmc46 funds$91.2M
BSSXthis pagemc44 funds$58.8M
BSJUMF Closed and MF Open40 funds$89.0M
BSCZETFs32 funds$97.6M
BSMYmc32 funds$49.4M

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

Funds that own BSSX also own

CompanyCo-held byCombined value
APPLE INCAAPL20 funds$7.1B
NVIDIA CORPNVDA20 funds$6.5B
SS SPDR S&P 500 ETF TRUST-USSPY20 funds$5.8B
ISHARES CORE S&P 500 ETFIVV20 funds$4.7B
MICROSOFT CORPMSFT20 funds$4.6B
VANGUARD S&P 500 ETFVOO20 funds$3.6B
AMAZON.COM INCAMZN20 funds$3.4B
ALPHABET INC-CL AGOOGL20 funds$3.2B
VANGUARD TOTAL STOCK MKT ETFVTI20 funds$2.6B
BROADCOM INCAVGO20 funds$2.5B
INVESCO QQQ TRUST SERIES 1QQQ20 funds$2.5B
VANGUARD VALUE ETFVTV20 funds$2.5B

Ranked by how many of BSSX'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 BSSX. 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.