Who owns BSCS?
Institutional ownership of Invesco BulletShares 2028 Corporate Bond ETF from Form 13F, Q2 2026
398 institutional managers reported holding Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Form 13F filings for Q2 2026, with 133,983,364 shares worth $2.7B. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 11,691,443 shares (+9.6%). 37 opened new positions and 18 sold out.
- Funds holding
- 398
- Value held
- $2.7B
- New / sold out
- 37 / 18
- Net shares, same filers
- +9.6%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of BSCS
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Morgan Stanley | $193M | 7.1% | 9,460,935 | Added |
| LPL Financial LLC | $164M | 6.0% | 8,069,411 | Added |
| Wells Fargo & Company | $157M | 5.8% | 7,710,697 | Trimmed |
| Raymond James Financial Inc | $135M | 5.0% | 6,639,357 | Added |
| UBS Group AG | $95.9M | 3.5% | 4,710,692 | Trimmed |
| Bank of America Corp | $95.1M | 3.5% | 4,671,665 | Added |
| Waverly Advisors, LLC | $94.4M | 3.5% | 4,637,273 | Added |
| Lido Advisors, LLC | $92.9M | 3.4% | 4,562,494 | Trimmed |
| Invesco Ltd. | $78.0M | 2.9% | 3,829,782 | Added |
| Clearstead Advisors, LLC | $66.7M | 2.4% | 3,274,980 | Added |
| Cambridge Investment Research Advisors, Inc. | $55.1M | 2.0% | 2,707,146 | Added |
| MAI Capital Management | $50.3M | 1.8% | 2,471,417 | Added |
| Bluespring Wealth Management, LLC | $50.0M | 1.8% | 2,456,108 | Added |
| Fusion Family Wealth, LLC | $46.6M | 1.7% | 2,288,259 | Added |
| Royal Bank of Canada | $46.5M | 1.7% | 2,284,717 | Added |
| TLWM | $33.6M | 1.2% | 1,647,457 | Added |
| MML Investors Services, LLC | $29.0M | 1.1% | 1,421,907 | Added |
| Davis R M Inc | $28.4M | 1.0% | 1,393,100 | Added |
| Moneco Advisors, LLC | $27.8M | 1.0% | 1,362,707 | Added |
| Brookstone Capital Management | $27.5M | 1.0% | 1,352,439 | Trimmed |
| Envestnet Asset Management Inc | $26.4M | 1.0% | 1,295,020 | Added |
| Clark Asset Management, LLC | $25.7M | 0.9% | 1,260,419 | Added |
| Hills Bank & Trust Co | $25.5M | 0.9% | 1,250,435 | Trimmed |
| Osaic Holdings, Inc. | $24.8M | 0.9% | 1,217,927 | Added |
| Baird Financial Group, Inc. | $23.5M | 0.9% | 1,153,697 | Added |
Share of 13F holdings is each fund's shares as a share of the 133,983,364 BSCS shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Waverly Advisors, LLC Added+$93.9M
- Cambridge Investment Research Advisors, Inc. Added+$29.8M
- Arax Advisory Partners New+$15.6M
- Bluespring Wealth Management, LLC Added+$15.4M
- NewEdge Advisors, LLC New+$13.0M
- Kestra Advisory Services, LLC Added+$11.8M
- Raymond James Financial Inc Added+$8.8M
- LPL Financial LLC Added+$8.5M
- Morgan Stanley Added+$7.5M
- Meriwether Wealth & Planning, LLC Added+$6.7M
Biggest sellers in Q2 2026
- Hills Bank & Trust Co Trimmed-$25.1M
- GPM Growth Investors, Inc. Trimmed-$12.8M
- Independent Advisor Alliance Sold out-$10.7M
- Focus Partners Wealth Sold out-$9.6M
- Sequoia Financial Advisors, LLC Trimmed-$8.3M
- Lido Advisors, LLC Trimmed-$7.3M
- Souders Financial Advisors Sold out-$5.7M
- Citadel Advisors LLC Sold out-$3.9M
- Wells Fargo & Company Trimmed-$3.4M
- UBS Group AG Trimmed-$2.0M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $347M and sold $109M; 211 added and 85 trimmed.
Questions about BSCS ownership
- Who owns BSCS stock?
- 398 institutional investment managers reported BSCS positions in their Form 13F filings for Q2 2026, holding 133,983,364 shares worth $2.7B in total. Morgan Stanley reported the largest position.
- Are funds buying or selling BSCS?
- In Q2 2026, 37 managers opened new BSCS positions, 211 added, 85 trimmed and 18 sold out. Managers that filed in both quarters added a net 11,691,443 shares.
- How current is this BSCS institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to BSCS by CUSIP. Options are left out. BSCS news and filings · BSCS insider trades · Top funds