BSCR Institutional Ownership
Invesco BulletShares 2027 Corporate Bond ETF
1W: +0.1%
1M: -0.2%
3M: -0.1%
YTD: -0.2%
1Y: -0.2%
3Y: +14.9%
5Y: +3.8%
$19.55
+0.00 (+0.00%)
Weekly Expected Move ±0.2%
$19
$20
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSCR
428
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
34
New Positions
186
Increased
149
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (445 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 54,893,698 | 1.1B | -15,798,227 | -22.3% | 16Q | SEC ↗ |
| 2 | MORGAN STANLEY | 10,263,779 | $201M | -46,953 | -0.5% | 33Q | SEC ↗ |
| 3 | UBS Group AG | 7,688,698 | $150M | -541,911 | -6.6% | 33Q | SEC ↗ |
| 4 | LPL Financial LLC | 7,504,308 | $147M | +333,316 | +4.6% | 24Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 7,083,981 | $139M | -200,105 | -2.7% | 33Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 6,235,176 | $122M | +199,042 | +3.3% | 7Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 5,750,292 | $112M | +161,792 | +2.9% | 15Q | SEC ↗ |
| 8 | Invesco Ltd. | 4,001,961 | $78M | +308,448 | +8.4% | 19Q | SEC ↗ |
| 9 | MAI Capital Management | 3,152,593 | $62M | +97,031 | +3.2% | 7Q | SEC ↗ |
| 10 | Bluespring Wealth Management, LLC | 2,704,348 | $53M | +789,845 | +41.3% | 9Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 2,619,846 | $51M | +229,507 | +9.6% | 33Q | SEC ↗ |
| 12 | MML INVESTORS SERVICES, LLC | 2,188,800 | $43M | +380,511 | +21.0% | 15Q | SEC ↗ |
| 13 | Avior Wealth Management, LLC | 2,165,477 | $42M | -36,889 | -1.7% | 14Q | SEC ↗ |
| 14 | Thrivent Financial for Lutherans | 1,858,277 | $36M | +733,350 | +65.2% | 5Q | SEC ↗ |
| 15 | DAVIS R M INC | 1,794,655 | $35M | +68,861 | +4.0% | 24Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 1,603,181 | $31M | +291,689 | +22.2% | 26Q | SEC ↗ |
| 17 | MONECO ADVISORS, LLC | 1,465,168 | $29M | +94,296 | +6.9% | 13Q | SEC ↗ |
| 18 | Brookstone Capital Management | 1,430,128 | $28M | -82,550 | -5.5% | 15Q | SEC ↗ |
| 19 | Atlantic Union Bankshares Corp | 1,416,854 | $28M | +231,359 | +19.5% | 15Q | SEC ↗ |
| 20 | Hills Bank & Trust Co | 1,390,074 | $27M | -1,259,054 | -47.5% | 11Q | SEC ↗ |
| 21 | TLWM | 1,348,131 | $26M | +32,475 | +2.5% | 26Q | SEC ↗ |
| 22 | Clark Asset Management, LLC | 1,307,608 | $26M | +118,761 | +10.0% | 15Q | SEC ↗ |
| 23 | Anchor Investment Management, LLC | 1,282,426 | $25M | +52,683 | +4.3% | 35Q | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 1,209,315 | $24M | +266,686 | +28.3% | 13Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 1,207,482 | $24M | +914,574 | +312.2% | 16Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 1,181,763 | $23M | +1,641 | +0.1% | 26Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 1,180,862 | $23M | +115,358 | +10.8% | 16Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 1,171,682 | $23M | +22,428 | +2.0% | 21Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 1,167,849 | $23M | +102,250 | +9.6% | 15Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 1,093,397 | $21M | +289,408 | +36.0% | 10Q | SEC ↗ |
| 31 | Cornerstone Wealth Management, LLC | 881,984 | $17M | +31,605 | +3.7% | 8Q | SEC ↗ |
| 32 | Asset Dedication, LLC | 852,276 | $17M | +10,252 | +1.2% | 33Q | SEC ↗ |
| 33 | Financial Solutions Advisory Group, In | 828,687 | $16M | -16,939 | -2.0% | 2Q | SEC ↗ |
| 34 | Arax Advisory Partners NEW | 816,899 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 35 | CAPTRUST FINANCIAL ADVISORS | 783,227 | $15M | -216,531 | -21.7% | 15Q | SEC ↗ |
| 36 | OLD SECOND NATIONAL BANK OF AURORA | 771,905 | $15M | -24,133 | -3.0% | 8Q | SEC ↗ |
| 37 | KIRR MARBACH & CO LLC /IN | 755,049 | $15M | -17,502 | -2.3% | 18Q | SEC ↗ |
| 38 | JONES FINANCIAL COMPANIES LLLP | 699,006 | $14M | +164,692 | +30.8% | 10Q | SEC ↗ |
| 39 | NewEdge Advisors, LLC | 689,176 | $13M | -51,510 | -7.0% | 17Q | SEC ↗ |
| 40 | Janney Montgomery Scott LLC | 688,848 | $13M | +30,118 | +4.6% | 33Q | SEC ↗ |
| 41 | Goepper Burkhardt LLC | 673,502 | $13M | +32,625 | +5.1% | 23Q | SEC ↗ |
| 42 | WLTH Capital Management, LLC NEW | 652,354 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 43 | TRUIST FINANCIAL CORP | 611,334 | $12M | +106,928 | +21.2% | 13Q | SEC ↗ |
| 44 | KESTRA PRIVATE WEALTH SERVICES, LLC | 602,549 | $12M | +1,579 | +0.3% | 10Q | SEC ↗ |
| 45 | COOKSON PEIRCE & CO INC | 570,678 | $11M | +5,779 | +1.0% | 27Q | SEC ↗ |
| 46 | Legacy Financial Group LLC | 567,953 | $11M | -358,594 | -38.7% | 16Q | SEC ↗ |
| 47 | AA Financial Advisors, LLC | 566,702 | $11M | +30,492 | +5.7% | 10Q | SEC ↗ |
| 48 | Straight Path Wealth Management | 556,563 | $11M | +14,787 | +2.7% | 19Q | SEC ↗ |
| 49 | Ledgewood Wealth Advisors, LLC | 549,634 | $11M | +2,218 | +0.4% | 11Q | SEC ↗ |
| 50 | CENTRAL VALLEY ADVISORS, LLC | 548,206 | $11M | -2,549 | -0.5% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 816,899 | $16M |
| WLTH Capital Management, LLC | 652,354 | $13M |
| Matthew Goff Investment Advisor, LL | 393,829 | $8M |
| Odyssey Group, LLC | 304,556 | $6M |
| J.W. COLE ADVISORS, INC. | 148,301 | $3M |
| Diversify Advisory Services, LLC | 100,523 | $2M |
| Modern Wealth Management, LLC | 55,969 | $1M |
| OLD MISSION CAPITAL LLC | 47,084 | $921K |
| FLOW TRADERS U.S. LLC | 41,557 | $813K |
| HRT FINANCIAL LP | 38,044 | $744K |
| Wedmont Private Capital | 27,905 | $546K |
| Kinetic Wealth Investment Advisors | 27,578 | $539K |
| Focus Partners Advisor Solutions, L | 22,513 | $440K |
| SteelPeak Wealth, LLC | 19,981 | $391K |
| Compton Financial Group, LLC | 18,597 | $364K |
| POTOMAC FUND MANAGEMENT INC /ADV | 18,262 | $357K |
| IRON Financial LLC | 16,694 | $326K |
| WealthCare Asset Management, LLC | 16,010 | $313K |
| BARON SILVER STEVENS FINANCIAL ADVI | 15,408 | $301K |
| McElhenny Sheffield Capital Managem | 14,486 | $283K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 1,005,908 | $20M |
| Independent Advisor Alliance | 838,926 | $16M |
| Focus Partners Wealth | 677,778 | $13M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 233,328 | $5M |
| SBE LLC DBA CEDAR COVE WEALTH PARTN | 99,738 | $2M |
| GTS SECURITIES LLC | 80,517 | $2M |
| Flaharty Asset Management, LLC | 55,969 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 44,702 | $874K |
| Kingsview Wealth Management, LLC | 33,811 | $661K |
| LongView Wealth Management | 18,700 | $366K |
| TWO SIGMA SECURITIES, LLC | 18,602 | $364K |
| BridgePort Financial Solutions, LLC | 18,322 | $358K |
| KEYBANK NATIONAL ASSOCIATION/OH | 17,892 | $350K |
| GPM Growth Investors, Inc. | 17,473 | $342K |
| Argentarii, LLC | 14,618 | $286K |
| Diversified Portfolios, Inc. | 13,655 | $267K |
| Cloud Capital Management, LLC | 12,974 | $254K |
| Tower Research Capital LLC (TRC) | 12,461 | $244K |
| Mesirow Financial Investment Manage | 12,074 | $236K |
| ARQ WEALTH ADVISORS, LLC | 10,500 | $205K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | +914,574 | +312.2% | 1,207,482 |
| Bluespring Wealth Management, LLC | +789,845 | +41.3% | 2,704,348 |
| Thrivent Financial for Lutherans | +733,350 | +65.2% | 1,858,277 |
| MML INVESTORS SERVICES, LLC | +380,511 | +21.0% | 2,188,800 |
| LPL Financial LLC | +333,316 | +4.6% | 7,504,308 |
| Invesco Ltd. | +308,448 | +8.4% | 4,001,961 |
| OSAIC HOLDINGS, INC. | +291,689 | +22.2% | 1,603,181 |
| Cetera Investment Advisers | +289,408 | +36.0% | 1,093,397 |
| Baird Financial Group, Inc. | +266,686 | +28.3% | 1,209,315 |
| Atlantic Union Bankshares Corp | +231,359 | +19.5% | 1,416,854 |
| ROYAL BANK OF CANADA | +229,507 | +9.6% | 2,619,846 |
| RAYMOND JAMES FINANCIAL INC | +199,042 | +3.3% | 6,235,176 |
| JONES FINANCIAL COMPANIES LLLP | +164,692 | +30.8% | 699,006 |
| BANK OF AMERICA CORP /DE | +161,792 | +2.9% | 5,750,292 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | +143,331 | +242.3% | 202,489 |
| Savvy Advisors, Inc. | +129,478 | +199.6% | 194,334 |
| CWM, LLC | +127,997 | +160.4% | 207,813 |
| Clark Asset Management, LLC | +118,761 | +10.0% | 1,307,608 |
| AMERIPRISE FINANCIAL INC | +115,358 | +10.8% | 1,180,862 |
| TRUIST FINANCIAL CORP | +106,928 | +21.2% | 611,334 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -15,798,227 | -22.3% | 54,893,698 |
| Hills Bank & Trust Co | -1,259,054 | -47.5% | 1,390,074 |
| UBS Group AG | -541,911 | -6.6% | 7,688,698 |
| Legacy Financial Group LLC | -358,594 | -38.7% | 567,953 |
| Souders Financial Advisors | -265,133 | -95.8% | 11,527 |
| CAPTRUST FINANCIAL ADVISORS | -216,531 | -21.7% | 783,227 |
| WELLS FARGO & COMPANY/MN | -200,105 | -2.7% | 7,083,981 |
| CITADEL ADVISORS LLC | -169,826 | -87.5% | 24,219 |
| JPMORGAN CHASE & CO | -123,835 | -78.7% | 33,456 |
| Sanctuary Advisors, LLC | -84,563 | -14.3% | 507,092 |
| Clearstead Advisors, LLC | -82,681 | -18.1% | 374,352 |
| Brookstone Capital Management | -82,550 | -5.5% | 1,430,128 |
| Addison Advisors LLC | -72,182 | -47.3% | 80,576 |
| Richmond Investment Services, LLC | -66,633 | -48.2% | 71,745 |
| VISTA INVESTMENT MANAGEMENT | -54,715 | -48.6% | 57,840 |
| NewEdge Advisors, LLC | -51,510 | -7.0% | 689,176 |
| MORGAN STANLEY | -46,953 | -0.5% | 10,263,779 |
| Atria Investments, Inc | -44,827 | -22.6% | 153,494 |
| EVEXIA WEALTH LLC | -42,157 | -17.7% | 195,585 |
| Apeiron RIA LLC | -38,805 | -58.9% | 27,082 |