BSMR Institutional Ownership
Invesco BulletShares 2027 Municipal Bond ETF
1W: +0.0%
1M: -1.1%
3M: -1.3%
YTD: -1.2%
1Y: -1.2%
3Y: +7.8%
5Y: -0.6%
$23.30
+0.02 (+0.09%)
Weekly Expected Move ±0.4%
$23
$23
$23
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSMR
155
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
238M
Total Invested
15
New Positions
70
Increased
41
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (168 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 583,667 | $14M | +19,820 | +3.5% | 24Q | SEC ↗ |
| 2 | LPL Financial LLC | 511,446 | $12M | +11,372 | +2.3% | 24Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 480,377 | $11M | +13,685 | +2.9% | 15Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 435,082 | $10M | -27,550 | -6.0% | 24Q | SEC ↗ |
| 5 | Invesco Ltd. | 416,301 | $10M | +21,382 | +5.4% | 16Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 392,401 | $9M | +59,736 | +18.0% | 7Q | SEC ↗ |
| 7 | Key Financial Inc | 367,608 | $9M | +25,552 | +7.5% | 23Q | SEC ↗ |
| 8 | Financial Solutions Advisory Group, In | 343,679 | $8M | -1,077 | -0.3% | 2Q | SEC ↗ |
| 9 | Atlantic Union Bankshares Corp | 320,485 | $7M | +106,019 | +49.4% | 15Q | SEC ↗ |
| 10 | HighTower Advisors, LLC | 245,694 | $6M | +14,956 | +6.5% | 11Q | SEC ↗ |
| 11 | UBS Group AG | 222,064 | $5M | -32,165 | -12.7% | 24Q | SEC ↗ |
| 12 | NewEdge Advisors, LLC | 217,832 | $5M | +14,192 | +7.0% | 17Q | SEC ↗ |
| 13 | Thrivent Financial for Lutherans | 202,894 | $5M | +26,409 | +15.0% | 10Q | SEC ↗ |
| 14 | Integrated Wealth Concepts LLC | 200,752 | $5M | +4,262 | +2.2% | 11Q | SEC ↗ |
| 15 | PRECEDENT WEALTH PARTNERS, LLC | 190,052 | $4M | +18,141 | +10.6% | 11Q | SEC ↗ |
| 16 | CENTRAL VALLEY ADVISORS, LLC | 184,560 | $4M | +15,026 | +8.9% | 6Q | SEC ↗ |
| 17 | Hills Bank & Trust Co | 178,708 | $4M | -51,707 | -22.4% | 7Q | SEC ↗ |
| 18 | Avior Wealth Management, LLC | 171,608 | $4M | -10,903 | -6.0% | 14Q | SEC ↗ |
| 19 | Coastline Complete Wealth LLC | 166,160 | $4M | +10,466 | +6.7% | 2Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 163,122 | $4M | +24,671 | +17.8% | 25Q | SEC ↗ |
| 21 | MONECO ADVISORS, LLC | 159,326 | $4M | +8,918 | +5.9% | 11Q | SEC ↗ |
| 22 | Summit Financial, LLC | 157,385 | $4M | -58,604 | -27.1% | 4Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 131,780 | $3M | +7,045 | +5.6% | 15Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 127,095 | $3M | +18,179 | +16.7% | 5Q | SEC ↗ |
| 25 | Asset Dedication, LLC | 124,958 | $3M | +3,217 | +2.6% | 24Q | SEC ↗ |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 110,974 | $3M | +5,942 | +5.7% | 14Q | SEC ↗ |
| 27 | Kathmere Capital Management, LLC | 105,642 | $2M | +1,258 | +1.2% | 5Q | SEC ↗ |
| 28 | Legacy Private Trust Co. | 99,784 | $2M | +42,264 | +73.5% | 5Q | SEC ↗ |
| 29 | MML INVESTORS SERVICES, LLC | 95,568 | $2M | +26,104 | +37.6% | 14Q | SEC ↗ |
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 94,170 | $2M | +10,674 | +12.8% | 16Q | SEC ↗ |
| 31 | SIGNATUREFD, LLC | 90,102 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 32 | VestGen Advisors, LLC | 87,804 | $2M | -4,793 | -5.2% | 6Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 78,505 | $2M | +9,729 | +14.1% | 15Q | SEC ↗ |
| 34 | Paulson Wealth Management Inc. | 77,726 | $2M | -785 | -1.0% | 15Q | SEC ↗ |
| 35 | JONES FINANCIAL COMPANIES LLLP | 76,697 | $2M | +7,515 | +10.9% | 9Q | SEC ↗ |
| 36 | Cornerstone Wealth Management, LLC | 75,529 | $2M | +4,541 | +6.4% | 7Q | SEC ↗ |
| 37 | Kestra Advisory Services, LLC | 72,726 | $2M | +31,857 | +77.9% | 11Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 64,701 | $2M | -3,158 | -4.7% | 21Q | SEC ↗ |
| 39 | Kinetic Wealth Investment Advisors LLC NEW | 64,087 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Equitable Holdings, Inc. | 63,003 | $1M | -5,972 | -8.7% | 13Q | SEC ↗ |
| 41 | Farnam Financial LLC | 62,710 | $1M | +13,270 | +26.8% | 8Q | SEC ↗ |
| 42 | MISSION WEALTH MANAGEMENT, LP NEW | 62,477 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Clark Asset Management, LLC | 61,999 | $1M | +14,918 | +31.7% | 15Q | SEC ↗ |
| 44 | OLD MISSION CAPITAL LLC NEW | 57,709 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Aptus Capital Advisors, LLC | 57,158 | $1M | +3,075 | +5.7% | 10Q | SEC ↗ |
| 46 | Private Advisor Group, LLC | 54,416 | $1M | +1,105 | +2.1% | 11Q | SEC ↗ |
| 47 | Farmers National Bank | 51,290 | $1M | +26 | +0.1% | 7Q | SEC ↗ |
| 48 | OLD SECOND NATIONAL BANK OF AURORA | 50,354 | $1M | +18,848 | +59.8% | 7Q | SEC ↗ |
| 49 | Garrett Wealth Advisory Group, LLC NEW | 49,731 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Steward Partners Investment Advisory, | 47,946 | $1M | -49 | -0.1% | 15Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Kinetic Wealth Investment Advisors | 64,087 | $1M |
| MISSION WEALTH MANAGEMENT, LP | 62,477 | $1M |
| OLD MISSION CAPITAL LLC | 57,709 | $1M |
| Garrett Wealth Advisory Group, LLC | 49,731 | $1M |
| JANE STREET GROUP, LLC | 46,035 | $1M |
| Wedmont Private Capital | 30,480 | $710K |
| WEDBUSH SECURITIES INC | 14,824 | $345K |
| IFG Advisory, LLC | 13,847 | $323K |
| Creative Planning | 12,682 | $295K |
| CITADEL ADVISORS LLC | 10,722 | $250K |
| Cambridge Investment Research Advis | 10,334 | $241K |
| Colonial Trust Advisors | 3,600 | $84K |
| Plante Moran Financial Advisors, LL | 2,122 | $49K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,808 | $42K |
| ASSETMARK, INC | 49 | $1K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LL | 243,914 | $6M |
| Elequin Capital, LP | 155,296 | $4M |
| Focus Partners Wealth | 112,943 | $3M |
| Thomas J. Herzfeld Advisors, Inc. | 96,212 | $2M |
| Summit Trail Advisors, LLC | 33,451 | $779K |
| Koss-Olinger Consulting, LLC | 32,535 | $758K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 14,619 | $341K |
| StoneX Group Inc. | 14,315 | $334K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,465 | $314K |
| Independent Advisor Alliance | 11,252 | $262K |
| GOLDMAN SACHS GROUP INC | 10,931 | $255K |
| BCS Wealth Management | 9,648 | $225K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 9,622 | $224K |
| Wagner Wealth Management, Corp | 9,117 | $212K |
| Brookstone Capital Management | 8,757 | $204K |
| Francis Financial, Inc. | 8,564 | $200K |
| Ascentis Independent Advisors | 850 | $20K |
| AdvisorNet Financial, Inc | 784 | $18K |
| MAI Capital Management | 549 | $13K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Atlantic Union Bankshares Corp | +106,019 | +49.4% | 320,485 |
| RAYMOND JAMES FINANCIAL INC | +59,736 | +18.0% | 392,401 |
| Legacy Private Trust Co. | +42,264 | +73.5% | 99,784 |
| Kestra Advisory Services, LLC | +31,857 | +77.9% | 72,726 |
| Thrivent Financial for Lutherans | +26,409 | +15.0% | 202,894 |
| MML INVESTORS SERVICES, LLC | +26,104 | +37.6% | 95,568 |
| Key Financial Inc | +25,552 | +7.5% | 367,608 |
| OSAIC HOLDINGS, INC. | +24,671 | +17.8% | 163,122 |
| Jacobi Capital Management LLC | +23,650 | +130.4% | 41,788 |
| Invesco Ltd. | +21,382 | +5.4% | 416,301 |
| MORGAN STANLEY | +19,820 | +3.5% | 583,667 |
| OLD SECOND NATIONAL BANK OF AURORA | +18,848 | +59.8% | 50,354 |
| AMERIPRISE FINANCIAL INC | +18,179 | +16.7% | 127,095 |
| PRECEDENT WEALTH PARTNERS, LLC | +18,141 | +10.6% | 190,052 |
| HighPoint Advisor Group LLC | +17,172 | +200.0% | 25,758 |
| CENTRAL VALLEY ADVISORS, LLC | +15,026 | +8.9% | 184,560 |
| HighTower Advisors, LLC | +14,956 | +6.5% | 245,694 |
| Clark Asset Management, LLC | +14,918 | +31.7% | 61,999 |
| NewEdge Advisors, LLC | +14,192 | +7.0% | 217,832 |
| BANK OF AMERICA CORP /DE | +13,685 | +2.9% | 480,377 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sanctuary Advisors, LLC | -119,649 | -75.6% | 38,550 |
| Summit Financial, LLC | -58,604 | -27.1% | 157,385 |
| Hills Bank & Trust Co | -51,707 | -22.4% | 178,708 |
| UBS Group AG | -32,165 | -12.7% | 222,064 |
| WELLS FARGO & COMPANY/MN | -27,550 | -6.0% | 435,082 |
| First Command Advisory Services, In | -20,581 | -75.0% | 6,875 |
| Addison Advisors LLC | -15,748 | -68.0% | 7,422 |
| Savant Capital, LLC | -14,051 | -46.2% | 16,377 |
| Avior Wealth Management, LLC | -10,903 | -6.0% | 171,608 |
| Equitable Holdings, Inc. | -5,972 | -8.7% | 63,003 |
| Cetera Investment Advisers | -5,937 | -18.3% | 26,435 |
| VestGen Advisors, LLC | -4,793 | -5.2% | 87,804 |
| Cambridge Financial Group, LLC | -4,437 | -20.9% | 16,818 |
| MEMBERS WEALTH LLC | -4,366 | -33.6% | 8,615 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -3,395 | -50.0% | 3,398 |
| ROYAL BANK OF CANADA | -3,158 | -4.7% | 64,701 |
| CGN Advisors LLC | -3,133 | -23.8% | 10,023 |
| HARBOUR INVESTMENTS, INC. | -2,055 | -9.0% | 20,899 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -2,051 | -16.6% | 10,276 |
| Baird Financial Group, Inc. | -1,886 | -8.2% | 21,180 |