BSCS Institutional Ownership
Invesco BulletShares 2028 Corporate Bond ETF
1W: +0.0%
1M: -0.7%
3M: -0.8%
YTD: -1.6%
1Y: -1.5%
3Y: +15.2%
5Y: +2.5%
$20.14
-0.02 (-0.10%)
Weekly Expected Move ±0.3%
$20
$20
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSCS
416
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
37
New Positions
223
Increased
102
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (442 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,460,935 | $191M | +369,392 | +4.1% | 28Q | SEC ↗ |
| 2 | LPL Financial LLC | 8,069,411 | $162M | +416,628 | +5.4% | 26Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 7,710,697 | $155M | -166,180 | -2.1% | 31Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 6,639,357 | $134M | +430,782 | +6.9% | 7Q | SEC ↗ |
| 5 | UBS Group AG | 4,710,692 | $95M | -100,480 | -2.1% | 30Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 4,671,665 | $94M | +205,009 | +4.6% | 15Q | SEC ↗ |
| 7 | Waverly Advisors, LLC | 4,637,273 | $93M | +4,608,994 | +16298.3% | 8Q | SEC ↗ |
| 8 | Lido Advisors, LLC | 4,562,494 | $92M | -359,205 | -7.3% | 14Q | SEC ↗ |
| 9 | TruWealth Advisors, LLC | 4,542,994 | $91M | +66,710 | +1.5% | 14Q | SEC ↗ |
| 10 | Invesco Ltd. | 3,829,782 | $77M | +298,037 | +8.4% | 19Q | SEC ↗ |
| 11 | Clearstead Advisors, LLC | 3,274,980 | $66M | +19,713 | +0.6% | 9Q | SEC ↗ |
| 12 | MAI Capital Management | 2,471,417 | $50M | +161,926 | +7.0% | 7Q | SEC ↗ |
| 13 | Bluespring Wealth Management, LLC | 2,456,108 | $49M | +754,584 | +44.3% | 7Q | SEC ↗ |
| 14 | Fusion Family Wealth, LLC | 2,288,259 | $46M | +41,158 | +1.8% | 7Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 2,284,717 | $46M | +167,634 | +7.9% | 31Q | SEC ↗ |
| 16 | TLWM | 1,647,457 | $33M | +30,106 | +1.9% | 15Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 1,421,907 | $29M | +295,247 | +26.2% | 13Q | SEC ↗ |
| 18 | DAVIS R M INC | 1,393,100 | $28M | +96,328 | +7.4% | 22Q | SEC ↗ |
| 19 | MONECO ADVISORS, LLC | 1,362,707 | $27M | +112,738 | +9.0% | 13Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 1,353,573 | $27M | +109,888 | +8.8% | 16Q | SEC ↗ |
| 21 | Brookstone Capital Management | 1,352,439 | $27M | -71,929 | -5.0% | 11Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 1,295,020 | $26M | +114,447 | +9.7% | 16Q | SEC ↗ |
| 23 | Clark Asset Management, LLC | 1,260,419 | $25M | +150,007 | +13.5% | 15Q | SEC ↗ |
| 24 | Hills Bank & Trust Co | 1,250,435 | $25M | -1,230,333 | -49.6% | 11Q | SEC ↗ |
| 25 | Anchor Investment Management, LLC | 1,236,417 | $25M | +83,212 | +7.2% | 14Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 1,217,927 | $25M | +18,745 | +1.6% | 26Q | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 1,153,697 | $23M | +258,579 | +28.9% | 13Q | SEC ↗ |
| 28 | STIFEL FINANCIAL CORP | 1,139,715 | $23M | +10,453 | +0.9% | 24Q | SEC ↗ |
| 29 | MANCHESTER FINANCIAL INC | 1,049,243 | $21M | +20,972 | +2.0% | 6Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 1,016,669 | $20M | +581,811 | +133.8% | 11Q | SEC ↗ |
| 31 | Legacy Financial Group LLC | 942,654 | $19M | +69,674 | +8.0% | 12Q | SEC ↗ |
| 32 | CAPTRUST FINANCIAL ADVISORS | 926,463 | $19M | +211,185 | +29.5% | 13Q | SEC ↗ |
| 33 | AMERIPRISE FINANCIAL INC | 903,577 | $18M | +49,223 | +5.8% | 16Q | SEC ↗ |
| 34 | &PARTNERS | 873,094 | $18M | +46,605 | +5.6% | 9Q | SEC ↗ |
| 35 | Cornerstone Wealth Management, LLC | 866,541 | $17M | +46,240 | +5.6% | 4Q | SEC ↗ |
| 36 | SHUFRO ROSE & CO LLC | 803,966 | $16M | -17,631 | -2.1% | 10Q | SEC ↗ |
| 37 | Asset Dedication, LLC | 778,269 | $16M | +8,445 | +1.1% | 30Q | SEC ↗ |
| 38 | JONES FINANCIAL COMPANIES LLLP | 773,478 | $16M | +180,074 | +30.3% | 10Q | SEC ↗ |
| 39 | Arax Advisory Partners NEW | 765,181 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Atlantic Union Bankshares Corp | 765,033 | $15M | +185,735 | +32.1% | 14Q | SEC ↗ |
| 41 | Rothschild Wealth LLC | 716,175 | $14M | -2,696 | -0.4% | 3Q | SEC ↗ |
| 42 | Cetera Investment Advisers | 688,309 | $14M | +236,742 | +52.4% | 11Q | SEC ↗ |
| 43 | Goepper Burkhardt LLC | 666,697 | $13M | +46,133 | +7.4% | 15Q | SEC ↗ |
| 44 | Cornerstone Planning, LLC | 639,285 | $13M | +16,715 | +2.7% | 3Q | SEC ↗ |
| 45 | NewEdge Advisors, LLC | 636,190 | $13M | +763 | +0.1% | 15Q | SEC ↗ |
| 46 | KIRR MARBACH & CO LLC /IN | 635,968 | $13M | -8,908 | -1.4% | 18Q | SEC ↗ |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 611,496 | $12M | -26,267 | -4.1% | 22Q | SEC ↗ |
| 48 | Sanctuary Advisors, LLC | 561,363 | $11M | -72,424 | -11.4% | 9Q | SEC ↗ |
| 49 | Straight Path Wealth Management | 559,555 | $11M | +20,389 | +3.8% | 19Q | SEC ↗ |
| 50 | KESTRA PRIVATE WEALTH SERVICES, LLC | 554,963 | $11M | +5,199 | +0.9% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 765,181 | $15M |
| Janney Montgomery Scott LLC | 317,142 | $6M |
| Kinetic Wealth Investment Advisors | 170,776 | $3M |
| J.W. COLE ADVISORS, INC. | 160,119 | $3M |
| JANE STREET GROUP, LLC | 132,917 | $3M |
| GOLDMAN SACHS GROUP INC | 75,635 | $2M |
| Parallel Advisors, LLC | 48,410 | $975K |
| CITY HOLDING CO | 43,090 | $868K |
| Modern Wealth Management, LLC | 36,585 | $737K |
| Orion Porfolio Solutions, LLC | 34,004 | $685K |
| Focus Partners Advisor Solutions, L | 27,000 | $544K |
| AXXCESS WEALTH MANAGEMENT, LLC | 26,910 | $542K |
| Wedmont Private Capital | 26,795 | $540K |
| PARK AVENUE SECURITIES LLC | 25,093 | $505K |
| Tennessee Valley Asset Management P | 23,115 | $465K |
| Diversify Advisory Services, LLC | 19,153 | $386K |
| POTOMAC FUND MANAGEMENT INC /ADV | 17,600 | $354K |
| WealthCare Asset Management, LLC | 15,436 | $311K |
| Compton Financial Group, LLC | 15,241 | $307K |
| McElhenny Sheffield Capital Managem | 13,254 | $267K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisors Capital Management, LLC | 568,238 | $11M |
| Independent Advisor Alliance | 526,149 | $11M |
| Focus Partners Wealth | 472,461 | $10M |
| Souders Financial Advisors | 277,954 | $6M |
| CITADEL ADVISORS LLC | 188,677 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 181,905 | $4M |
| NOTTINGHAM ADVISORS, INC. | 93,727 | $2M |
| Camelot Portfolios, LLC | 75,871 | $2M |
| HRT FINANCIAL LP | 60,102 | $1M |
| Flaharty Asset Management, LLC | 36,585 | $737K |
| RFG Advisory, LLC | 29,246 | $589K |
| OLD NATIONAL BANCORP /IN | 24,552 | $494K |
| Adalta Capital Management LLC | 21,290 | $429K |
| Evanson Asset Management, LLC | 17,677 | $356K |
| KEYBANK NATIONAL ASSOCIATION/OH | 16,626 | $335K |
| Argentarii, LLC | 15,558 | $313K |
| Ascentis Independent Advisors | 15,241 | $307K |
| Compound Planning, Inc. | 14,940 | $301K |
| Willis Johnson & Associates, Inc. | 14,411 | $290K |
| Diversified Portfolios, Inc. | 13,170 | $265K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Waverly Advisors, LLC | +4,608,994 | +16298.3% | 4,637,273 |
| Bluespring Wealth Management, LLC | +754,584 | +44.3% | 2,456,108 |
| Kestra Advisory Services, LLC | +581,811 | +133.8% | 1,016,669 |
| RAYMOND JAMES FINANCIAL INC | +430,782 | +6.9% | 6,639,357 |
| LPL Financial LLC | +416,628 | +5.4% | 8,069,411 |
| MORGAN STANLEY | +369,392 | +4.1% | 9,460,935 |
| Meriwether Wealth & Planning, LLC | +328,292 | +1855.0% | 345,990 |
| Invesco Ltd. | +298,037 | +8.4% | 3,829,782 |
| MML INVESTORS SERVICES, LLC | +295,247 | +26.2% | 1,421,907 |
| Baird Financial Group, Inc. | +258,579 | +28.9% | 1,153,697 |
| KICKSTAND VENTURES, LLC. | +240,229 | +579.0% | 281,720 |
| Cetera Investment Advisers | +236,742 | +52.4% | 688,309 |
| CAPTRUST FINANCIAL ADVISORS | +211,185 | +29.5% | 926,463 |
| BANK OF AMERICA CORP /DE | +205,009 | +4.6% | 4,671,665 |
| Atlantic Union Bankshares Corp | +185,735 | +32.1% | 765,033 |
| JONES FINANCIAL COMPANIES LLLP | +180,074 | +30.3% | 773,478 |
| ROYAL BANK OF CANADA | +167,634 | +7.9% | 2,284,717 |
| MAI Capital Management | +161,926 | +7.0% | 2,471,417 |
| Clark Asset Management, LLC | +150,007 | +13.5% | 1,260,419 |
| Beacon Pointe Advisors, LLC | +127,251 | +48.4% | 390,049 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Hills Bank & Trust Co | -1,230,333 | -49.6% | 1,250,435 |
| GPM Growth Investors, Inc. | -627,779 | -94.6% | 36,142 |
| Sequoia Financial Advisors, LLC | -405,637 | -43.6% | 525,021 |
| Lido Advisors, LLC | -359,205 | -7.3% | 4,562,494 |
| WELLS FARGO & COMPANY/MN | -166,180 | -2.1% | 7,710,697 |
| UBS Group AG | -100,480 | -2.1% | 4,710,692 |
| Sanctuary Advisors, LLC | -72,424 | -11.4% | 561,363 |
| Brookstone Capital Management | -71,929 | -5.0% | 1,352,439 |
| Addison Advisors LLC | -71,875 | -49.5% | 73,342 |
| VISTA INVESTMENT MANAGEMENT | -53,187 | -15.3% | 294,496 |
| EVEXIA WEALTH LLC | -50,813 | -35.4% | 92,601 |
| Richmond Investment Services, LLC | -46,100 | -47.9% | 50,126 |
| Atria Investments, Inc | -41,978 | -20.6% | 161,780 |
| CWM, LLC | -39,462 | -9.8% | 363,368 |
| Apeiron RIA LLC | -37,561 | -59.1% | 26,042 |
| Decker Wealth Management LLC | -37,242 | -11.3% | 291,745 |
| COMMONWEALTH EQUITY SERVICES, LLC | -26,267 | -4.1% | 611,496 |
| Net Worth Advisory Group | -24,431 | -51.6% | 22,942 |
| Creative Planning | -23,464 | -25.7% | 67,936 |
| Key Financial Inc | -23,405 | -22.2% | 81,927 |