Invesco Bulletshares 2026 CBBSCQETF
13F holders, Q4 2025 (December 31)417holders +27
33new positions
27sold out
$19.57avg. 13F price*
At the end of Q4 2025, 417 institutions reported holding Invesco Bulletshares 2026 CB (BSCQ) in their 13F filings, up 27 from Q3 2025. 33 opened new positions and 27 sold out. The largest holders were Lido Advisors, LLC ($1.1B), LPL Financial LLC ($149.6M) and Morgan Stanley ($144.3M).
- Company
- Invesco Bulletshares 2026 CB
- CUSIP
- 46138J791
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $55.4M |
| Exits | 27 | $25.4M |
All 13F filers, Q3 2025 → Q4 2025: 15,636,476 shares bought and 6,740,843 shares sold, net +8,895,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 417 holders
| Lido Advisors, LLC | 4.47% | Add +9.5% | 57,579,520 | $1.1B |
| LPL Financial LLC | 0.04% | Add +3.5% | 7,641,571 | $149.6M |
| Morgan Stanley | 0.01% | Add +1.9% | 7,372,407 | $144.3M |
| UBS Group AG | 0.03% | Reduce -4.2% | 7,120,943 | $139.4M |
| Wells Fargo & Company | 0.03% | Reduce -4.2% | 7,073,501 | $138.5M |
| Bank of America Corp. | 0.01% | Add +2.5% | 5,343,911 | $104.6M |
| Raymond James Financial Inc. | 0.03% | Add +2.7% | 4,639,930 | $90.8M |
| Invesco Ltd. | 0.01% | Add +2.3% | 3,475,988 | $68.0M |
| Hills Bank & Trust Co | 3.21% | Add +0.7% | 2,823,812 | $55.3M |
| MAI Capital Management | 0.31% | Add +9.3% | 2,750,105 | $53.8M |
| MML Investors Services, LLC | 0.13% | Add +16.5% | 2,628,656 | $51.5M |
| Ameriprise Financial Inc. | 0.01% | Add +6.7% | 2,248,915 | $44.0M |
| Fusion Family Wealth, LLC | 3.25% | Add +21.1% | 2,187,893 | $42.8M |
| Osaic Holdings, Inc. | 0.05% | Reduce -0.2% | 1,806,268 | $35.4M |
| Bluespring Wealth Management, LLC | 3.04% | Add +2.4% | 1,803,183 | $35.3M |
| Royal Bank of Canada | 0.01% | Add +8.6% | 1,664,596 | $32.6M |
| TLWM | 5.65% | Reduce -0.6% | 1,576,845 | $30.9M |
| Brookstone Capital Management | 0.34% | Add +2.3% | 1,509,875 | $29.6M |
| Asset Dedication, LLC | 1.82% | Add +5.0% | 1,416,991 | $27.7M |
| Davis R M Inc. | 0.45% | Add +0.2% | 1,339,483 | $26.2M |
| Moneco Advisors, LLC | 2.07% | Add +4.2% | 1,331,110 | $26.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.4% | 1,250,880 | $24.5M |
| Hudson Capital Management LLC | 6.33% | Add +182.3% | 1,249,915 | $24.5M |
| Shufro Rose & Co. LLC | 1.58% | Add +1.7% | 1,189,754 | $23.3M |
| BCS Wealth Management | 2.17% | Add +95.0% | 1,097,996 | $21.5M |
| Anchor Investment Management, LLC | 1.74% | Add +4.6% | 1,092,559 | $21.4M |
| Ironwood Wealth Management, LLC. | 6.08% | Add +3.6% | 1,057,133 | $20.7M |
| Baird Financial Group, Inc. | 0.03% | Add +7.7% | 1,052,020 | $20.6M |
| Kirr Marbach & Co. LLC | 3.83% | Add +1.0% | 1,023,455 | $20.0M |
| Clark Asset Management, LLC | 1.87% | Add +11.6% | 918,609 | $18.0M |
| Thrivent Financial for Lutherans | 0.03% | New | 905,985 | $17.7M |
| Kickstand Ventures, Llc. | 3.41% | Add +15.8% | 827,442 | $16.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.3% | 820,720 | $16.1M |
| Stifel Financial Corp. | 0.01% | Reduce -51.2% | 791,794 | $15.5M |
| NewEdge Advisors, LLC | 0.05% | Reduce -5.2% | 760,571 | $14.9M |
| Cornerstone Planning, LLC | 3.43% | — | 754,394 | $14.8M |
| IFS Advisors, LLC | 7.63% | Add +212.0% | 750,091 | $14.7M |
| Cornerstone Wealth Management, LLC | 0.72% | Add +2.4% | 708,629 | $13.9M |
| Legacy Private Trust Co. | 0.81% | Reduce -8.8% | 700,124 | $13.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -17.7% | 686,029 | $13.4M |
| Atlantic Union Bankshares Corp | 0.24% | Add +7.3% | 659,095 | $12.9M |
| Focus Partners Wealth | 0.01% | Reduce -54.7% | 627,991 | $12.3M |
| Cetera Investment Advisers | 0.01% | Add +20.6% | 616,188 | $12.1M |
| St. Louis Financial Planners Asset Management, LLC | 7.33% | New | 608,949 | $11.9M |
| Old Second National Bank of Aurora | 2.32% | Reduce -0.7% | 592,657 | $11.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +24.6% | 579,381 | $11.3M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +0.9% | 566,822 | $11.1M |
| Goepper Burkhardt LLC | 3.54% | Add +9.5% | 554,602 | $10.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +18.4% | 541,465 | $10.6M |
| Red Spruce Capital, LLC | 4.11% | Reduce -16.4% | 522,705 | $10.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.0% | 510,793 | $10.0M |
| Straight Path Wealth Management | 2.60% | Add +1.9% | 492,708 | $9.6M |
| Matthew Goff Investment Advisor, LLC | 1.60% | Add +21.9% | 461,925 | $9.0M |
| Lantz Financial LLC | 1.87% | Add +5.1% | 453,812 | $8.9M |
| Hengehold Capital Management LLC | 0.75% | Reduce -4.1% | 452,650 | $8.9M |
| Ironwood Financial, llc | 1.50% | Reduce -6.8% | 450,900 | $8.8M |
| Jones Financial Companies LLLP | 0.01% | Add +3.8% | 431,623 | $8.4M |
| Sound Stewardship, LLC | 3.93% | Add +5.0% | 419,317 | $8.2M |
| WLTH Capital Management, LLC | 6.16% | — | 406,811 | $8.0M |
| Mgo One Seven LLC | 0.16% | Add +11.2% | 404,477 | $7.9M |
| Fca Corp. | 2.23% | Add +4.4% | 403,688 | $7.9M |
| Captrust Financial Advisors | 0.01% | Add +10.4% | 397,947 | $7.8M |
| Evexia Wealth LLC | 2.11% | Add +331.8% | 385,140 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Add +2.1% | 383,861 | $7.5M |
| Marietta Wealth Management, LLC | 0.83% | Add +5.8% | 365,126 | $7.1M |
| Ark Wealth Advisors LLC | 7.43% | — | 352,675 | $6.9M |
| Krilogy Financial LLC | 0.23% | Add +311.5% | 350,173 | $6.8M |
| Private Advisor Group, LLC | 0.03% | Add +3.0% | 349,585 | $6.8M |
| Steel Grove Capital Advisors, LLC | 0.71% | Add +2.6% | 346,859 | $6.8M |
| J. Team Financial, Inc. | 6.76% | Add +20.2% | 345,829 | $6.8M |
| Colonial Trust Advisors | 0.47% | Add +14.6% | 322,170 | $6.3M |
| Ledgewood Wealth Advisors, LLC | 3.56% | Add +13.3% | 315,530 | $6.2M |
| Meriwether Wealth & Planning, LLC | 3.47% | Add +5.8% | 314,561 | $6.2M |
| River Street Advisors LLC | 2.20% | Add +4.7% | 299,274 | $5.9M |
| AA Financial Advisors, LLC | 1.07% | Add +14.9% | 296,374 | $5.8M |
| Milestone Asset Management, LLC | 1.08% | New | 292,467 | $5.7M |
| Modern Wealth Management, LLC | 0.10% | Add +7.3% | 287,651 | $5.6M |
| Howard Wealth Management, LLC | 2.40% | Add +8.8% | 280,717 | $5.5M |
| 49 Wealth Management, LLC | 0.44% | Reduce -36.6% | 278,970 | $5.5M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 2.83% | — | 276,941 | $5.4M |
| Souders Financial Advisors | 0.61% | Add +3.0% | 273,613 | $5.4M |
| Parr McKnight Wealth Management Group, LLC | 0.69% | Add +17.2% | 269,879 | $5.3M |
| Farnam Financial LLC | 3.88% | Add +11.9% | 263,042 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.6% | 262,706 | $5.1M |
| Trilogy Capital Inc. | 0.23% | Add +10.2% | 262,038 | $5.1M |
| EP Wealth Advisors, LLC | 0.03% | — | 260,300 | $5.1M |
| AMJ Financial Wealth Management | 1.21% | Reduce -0.2% | 258,258 | $5.1M |
| Vaughan David Investments LLC | 0.11% | Reduce -43.6% | 257,855 | $5.0M |
| Geneos Wealth Management Inc. | 0.12% | Add +5.9% | 257,747 | $5.0M |
| Carroll Advisory Group, LLC | 2.16% | — | 254,735 | $5.0M |
| Leo Wealth, LLC | 0.36% | New | 250,100 | $4.9M |
| Livet Wealth, LLC | 3.00% | — | 248,961 | $4.9M |
| Allworth Financial LP | 0.02% | Reduce -3.5% | 248,545 | $4.9M |
| Ellevest, Inc. | 0.63% | Add +21.2% | 232,520 | $4.6M |
| &partners | 0.02% | Add +4.4% | 232,635 | $4.5M |
| NorthAvenue LLC | 3.66% | — | 226,138 | $4.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +5.3% | 225,807 | $4.4M |
| Colonial Trust Co / SC | 0.58% | Add +17.5% | 221,987 | $4.3M |
| Clearstead Advisors, LLC | 0.05% | Add +0.2% | 215,103 | $4.2M |
| TFR Capital, LLC. | 1.36% | Add +23.1% | 209,160 | $4.1M |
| CRA Financial Services, LLC | 0.53% | Add +5.1% | 208,494 | $4.1M |
| Horizons Wealth Management | 2.71% | Add +6.5% | 207,805 | $4.1M |
| Carnegie Investment Counsel | 0.07% | Reduce -11.9% | 206,351 | $4.0M |
| Coastline Complete Wealth LLC | 2.47% | — | 200,681 | $3.9M |
| Gill Capital Partners, LLC | 1.18% | Reduce -4.1% | 199,251 | $3.9M |
| Guardian Wealth Advisors, LLC / NC | 0.24% | Add +258.0% | 199,085 | $3.9M |
| Webster Bank, N. A. | 0.37% | Add +25.9% | 198,836 | $3.9M |
| SFE Investment Counsel | 0.60% | Add +2.1% | 196,655 | $3.8M |
| AlphaStar Capital Management, LLC | 0.28% | Add +6.7% | 195,878 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -14.0% | 194,842 | $3.8M |
| Prospera Financial Services Inc | 0.06% | Add +6.4% | 185,683 | $3.6M |
| Rovin Capital /Ut/ | 0.95% | Add +2.2% | 183,135 | $3.6M |
| First National Bank of Omaha | 0.11% | New | 182,662 | $3.6M |
| Infinity Wealth Counsel, LLC | 3.25% | Add +6.4% | 182,334 | $3.6M |
| Berger Financial Group, Inc | 0.20% | Reduce -0.3% | 179,610 | $3.5M |
| S.E.E.D. Planning Group LLC | 0.99% | Reduce -5.5% | 176,573 | $3.5M |
| Tenon Financial LLC | 1.45% | Reduce -8.7% | 175,486 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -0.0% | 174,459 | $3.4M |
| Old Port Advisors | 0.84% | Reduce -2.7% | 174,424 | $3.4M |
| Atria Investments, Inc | 0.04% | Add +21.6% | 174,239 | $3.4M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -8.9% | 171,069 | $3.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +166.4% | 165,523 | $3.2M |
| Benjamin Edwards Inc. | 0.04% | Add +121.2% | 164,347 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +19.7% | 163,670 | $3.2M |
| Waverly Advisors, LLC | 0.03% | Add +1.6% | 161,922 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +39.6% | 159,378 | $3.1M |
| Laurel Wealth Advisors LLC | 0.41% | Add +0.6% | 157,529 | $3.1M |
| Pacific Wealth Strategies Group, Inc. | 1.72% | Add +34.0% | 155,205 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +5.0% | 154,510 | $3.0M |
| Capstone Wealth Management Group, LLC | 1.26% | Reduce -64.0% | 153,288 | $3.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.67% | Add +51.3% | 151,927 | $3.0M |
| Silverlake Wealth Management LLC | 0.64% | Add +5.7% | 144,881 | $2.8M |
| HUB Investment Partners, LLC | 0.07% | Reduce -77.4% | 140,048 | $2.7M |
| Novare Capital Management LLC | 0.21% | Reduce -6.0% | 139,752 | $2.7M |
| Addison Advisors LLC | 0.61% | Add +6.9% | 137,673 | $2.7M |
| Sunbeam Capital Management, LLC | 1.60% | Add +0.5% | 137,626 | $2.7M |
| Aspen Investment Management Inc | 0.81% | Reduce -1.1% | 137,545 | $2.7M |
| Key Financial Inc | 0.48% | Add +35.9% | 135,249 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.24% | Add +60.1% | 134,985 | $2.6M |
| Avior Wealth Management, LLC | 0.08% | Reduce -0.3% | 133,240 | $2.6M |
| Stonebridge Financial Group, LLC | 0.22% | Reduce -14.7% | 129,538 | $2.5M |
| HB Wealth Management, LLC | 0.02% | Add +3.0% | 124,904 | $2.4M |
| Keel Point, LLC | 0.14% | Add +29.3% | 122,554 | $2.4M |
| Opulen Financial Group LLC | 1.69% | Add +3.0% | 118,752 | $2.3M |
| Oder Investment Management, LLC | 1.68% | Add +1.4% | 118,477 | $2.3M |
| Beacon Financial Group | 0.23% | Reduce -20.4% | 117,112 | $2.3M |
| Continuum Wealth Advisors, LLC | 0.88% | Add +263.5% | 116,905 | $2.3M |
| Paradiem, LLC | 0.54% | No change | 116,161 | $2.3M |
| Stephens Inc. | 0.03% | Add +5.5% | 113,123 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -1.9% | 111,675 | $2.2M |
| River Wealth Advisors LLC | 0.24% | Reduce -8.4% | 111,556 | $2.2M |
| Creative Planning | 0.00% | Reduce -17.8% | 109,041 | $2.1M |
| IHT Wealth Management, LLC | 0.05% | Add +26.0% | 105,843 | $2.1M |
| Redwood Financial Network Corp | 1.26% | Add +1.0% | 100,956 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +6.5% | 100,612 | $2.0M |
| Genesis Wealth Advisors, LLC | 1.34% | Add +13.9% | 99,833 | $2.0M |
| Morton Community Bank | 0.42% | Reduce -39.4% | 99,360 | $1.9M |
| G2 Capital Management, LLC / Oh | 0.47% | Add +1.0% | 98,735 | $1.9M |
| Redmond Asset Management, LLC | 0.49% | Add +3.0% | 97,821 | $1.9M |
| Wagner Wealth Management, Corp | 1.88% | — | 97,577 | $1.9M |
| Gambit Capital Management, LLC | 1.36% | — | 96,850 | $1.9M |
| Pinnacle Financial Group, LLC / IL | 0.55% | Reduce -15.2% | 96,396 | $1.9M |
| Keybank National Association | 0.01% | New | 94,979 | $1.9M |
| Semitam Bonam LLC | 1.43% | Add +6.2% | 87,718 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +219.0% | 85,437 | $1.7M |
| Gryphon Financial Partners LLC | 0.18% | No change | 85,350 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Add +12.8% | 83,391 | $1.6M |
| Leavell Investment Management, Inc. | 0.07% | Add +1.2% | 83,257 | $1.6M |
| XY Planning Network, Inc. | 0.28% | Add +152.1% | 80,600 | $1.6M |
| Accurate Wealth Management, LLC | 0.19% | Add +0.3% | 78,160 | $1.5M |
| VestGen Advisors, LLC | 0.06% | Reduce -80.2% | 77,607 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +27.2% | 76,885 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +7.5% | 75,682 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.10% | Add +0.3% | 74,126 | $1.5M |
| Tempo Wealth, LLC | 0.26% | — | 74,066 | $1.4M |
| ProVise Management Group, LLC | 0.10% | Reduce -63.8% | 73,283 | $1.4M |
| Montag A & Associates Inc. | 0.06% | Reduce -20.2% | 72,315 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.21% | Reduce -82.0% | 70,363 | $1.4M |
| Heritage Trust Co | 0.14% | Add +8.3% | 70,090 | $1.4M |
| True Vision MN LLC | 0.69% | Add +2.9% | 69,455 | $1.4M |
| Wingate Wealth Advisors, Inc. | 0.75% | Add +0.7% | 68,981 | $1.4M |
| Ballew Advisors, Inc | 0.75% | Add +0.1% | 68,082 | $1.3M |
| Flaharty Asset Management, LLC | 0.17% | No change | 67,901 | $1.3M |
| Strid Group, LLC | 0.16% | Add +16.2% | 67,391 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +7.1% | 66,681 | $1.3M |
| IFP Advisors, Inc | 0.03% | Add +4.0% | 65,194 | $1.3M |
| Segment Wealth Management, LLC | 0.07% | Add +16.8% | 65,151 | $1.3M |
| Everpar Advisors LLC | 0.47% | Add +4.3% | 64,435 | $1.3M |
| ArborFi Advisors, LLC | 1.00% | Reduce -0.8% | 62,948 | $1.2M |
| Kessler Investment Group, LLC | 0.51% | Reduce -1.6% | 61,779 | $1.2M |
| Hanover Advisors Inc. | 0.47% | Reduce -1.1% | 61,301 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.8% | 61,276 | $1.2M |
| Capital Analysts, LLC | 0.03% | Reduce -9.9% | 60,772 | $1.2M |
| Claro Advisors Inc. | 0.16% | Add +23.6% | 58,869 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +7.5% | 58,680 | $1.1M |
| Vantage Point Financial LLC | 0.41% | Reduce -1.5% | 58,664 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +7.1% | 58,252 | $1.1M |
| Apeiron RIA LLC | 0.23% | Reduce -3.7% | 57,192 | $1.1M |
| Roundview Capital LLC | 0.07% | No change | 56,506 | $1.1M |
| Oliver Luxxe Assets LLC | 0.17% | Reduce -18.7% | 55,922 | $1.1M |
| Sawgrass Asset Management LLC | 0.14% | No change | 55,773 | $1.1M |
| Proficio Capital Partners LLC | 0.08% | Add +1.0% | 55,222 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -2.5% | 55,176 | $1.1M |
| Apella Capital, LLC | 0.02% | Reduce -1.1% | 54,792 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.24% | Reduce -23.1% | 54,278 | $1.1M |
| Denver Wealth Management, Inc. | 0.37% | Add +74.0% | 54,029 | $1.1M |
| Opus Financial Solutions LLC | 1.00% | — | 54,024 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | New | 50,795 | $994K |
| Cypress Wealth Services, LLC | 0.14% | Reduce -2.8% | 50,494 | $988K |
| Koss-Olinger Consulting, LLC | 0.08% | Add +14.0% | 50,156 | $982K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +175.0% | 49,694 | $973K |
| Western Wealth Management, LLC | 0.04% | Add +0.0% | 49,568 | $970K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -28.2% | 49,320 | $965K |
| Net Worth Advisory Group | 0.19% | Add +129.2% | 49,208 | $963K |
| Alerus Financial NA | 0.05% | No change | 48,091 | $941K |
| FC Advisory LLC | 0.26% | Reduce -7.6% | 46,938 | $919K |
| YANKCOM Partnership | 0.39% | Reduce -27.2% | 46,523 | $911K |
| HRT Financial LP | 0.00% | New | 46,025 | $900K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.7% | 45,743 | $895K |
| Comerica Bank | 0.00% | Add +2.4% | 45,117 | $883K |
| Steele Capital Management, Inc. | 0.04% | Reduce -12.1% | 44,981 | $881K |
| Western Financial Corp | 0.35% | Add +0.9% | 44,815 | $877K |
| Coordinated Financial Services, Inc. | 0.50% | Reduce -4.7% | 44,068 | $863K |
| Strathmore Capital Advisors, Inc. | 0.28% | Reduce -5.8% | 42,954 | $841K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +1.0% | 42,908 | $840K |
| Central Valley Advisors, LLC | 0.25% | Reduce -3.4% | 42,777 | $837K |
| 4Thought Financial Group Inc. | 0.40% | Add +5.8% | 41,384 | $810K |
| Cwm, LLC | 0.00% | Add +5.0% | 41,119 | $805K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -18.1% | 40,809 | $799K |
| Harbour Investments, Inc. | 0.02% | Reduce -32.0% | 40,378 | $790K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.24% | Reduce -5.1% | 40,350 | $790K |
| First Fiduciary Investment Counsel, Inc. | 0.15% | Add +3.6% | 40,227 | $787K |
| Signature Resources Capital Management, LLC | 0.39% | No change | 39,841 | $780K |
| Cynosure Group, LLC | 0.08% | Add +115.0% | 39,132 | $766K |
| Tennessee Valley Asset Management Partners | 0.10% | New | 37,770 | $739K |
| Vermillion & White Wealth Management Group, LLC | 0.39% | Add +13.1% | 36,977 | $724K |
| Foundations Investment Advisors, LLC | 0.01% | Add +12.4% | 36,352 | $712K |
| Sax Wealth Advisors, LLC | 0.03% | Add +1.4% | 36,013 | $705K |
| RPg Family Wealth Advisory, LLC | 0.15% | Reduce -1.2% | 35,675 | $698K |
| Hobbs Group Advisors, LLC | 0.21% | Reduce -44.8% | 35,621 | $697K |
| Arkadios Wealth Advisors | 0.01% | Add +60.7% | 35,038 | $686K |
| American Institute for Advanced Investment Management, LLP | 0.44% | No change | 34,933 | $684K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -2.3% | 34,377 | $673K |
| First City Capital Management, Inc. | 0.35% | Reduce -1.6% | 34,071 | $667K |
| Kintra Wealth, LLC | 0.09% | New | 34,058 | $667K |
| Towne Trust Company, N.A | 0.21% | Add +7.9% | 34,033 | $666K |
| Cordatus Wealth Management LLC | 0.15% | Add +22.8% | 33,464 | $655K |
| RFG Advisory, LLC | 0.01% | Add +166.2% | 32,797 | $642K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +160.4% | 32,730 | $641K |
| Financial Life Planners | 0.46% | Reduce -1.5% | 32,726 | $641K |
| Newport Capital Group, LLC | 0.38% | Add +1.0% | 32,049 | $627K |
| SMI Advisory Services, LLC | 0.11% | Add +69.0% | 31,982 | $626K |
| Cloud Capital Management, LLC | 0.29% | New | 31,770 | $621K |
| Lineweaver Wealth Advisors, LLC | 0.08% | New | 31,631 | $619K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.3% | 31,242 | $612K |
| GS Investments, Inc. | 0.33% | No change | 31,215 | $611K |
| JM2 Capital Inc. | 0.49% | — | 31,039 | $608K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +5.1% | 30,755 | $602K |
| Cibc World Market Inc. | 0.00% | Add +20.1% | 30,515 | $597K |
| Independence Bank of Kentucky | 0.07% | Reduce -2.1% | 30,011 | $587K |
| Compound Planning, Inc. | 0.02% | Reduce -2.8% | 29,710 | $582K |
| JPMorgan Chase & Co. | 0.00% | Add +422.3% | 29,254 | $573K |
| Global Financial Private Client, LLC | 0.20% | Reduce -2.5% | 29,002 | $568K |
| Berkshire Money Management, Inc. | 0.05% | No change | 28,942 | $567K |
| Rothschild Wealth LLC | 0.05% | New | 28,785 | $563K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -14.3% | 28,610 | $560K |
| Summit Global Investments | 0.03% | New | 28,294 | $554K |
| Voisard Asset Management Group, Inc. | 0.12% | Add +90.1% | 28,269 | $553K |
| RMR Wealth Builders | 0.04% | Add +61.0% | 28,184 | $552K |
| Regal Investment Advisors LLC | 0.03% | Reduce -2.8% | 28,178 | $552K |
| Sun Financial Inc | 0.31% | — | 28,038 | $549K |
| RVW Wealth, LLC | 0.04% | Add +0.3% | 27,811 | $544K |
| Heron Bay Capital Management | 0.10% | Reduce -5.3% | 27,450 | $537K |
| Whitener Capital Management, Inc. | 0.12% | Add +3.0% | 27,217 | $533K |
| Arete Wealth Advisors, LLC | 0.04% | No change | 27,204 | $533K |
| Axis Wealth Partners, LLC | 0.29% | Add +77.2% | 26,666 | $522K |
| BankPlus Wealth Management LLC | 0.29% | Add +42.9% | 26,439 | $518K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +2.6% | 26,412 | $517K |
| Ieq Capital, LLC | 0.00% | Add +1.0% | 26,042 | $510K |
| Nalls Sherbakoff Group, LLC | 0.37% | Reduce -11.9% | 25,875 | $506K |
| Wealth Quarterback LLC | 0.18% | Add +25.9% | 25,635 | $502K |
| Crews Bank & Trust | 0.07% | Reduce -4.1% | 25,615 | $501K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.2% | 25,592 | $501K |
| Blossom Wealth Management | 0.82% | Reduce -1.6% | 25,325 | $496K |
| Savvy Advisors, Inc. | 0.02% | Add +4.2% | 25,232 | $494K |
| Curbstone Financial Management Corp | 0.09% | New | 24,788 | $485K |
| Sensible Money, LLC | 0.15% | Add +5.1% | 24,709 | $484K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -5.0% | 24,671 | $483K |
| Cerity Partners LLC | 0.00% | Reduce -9.9% | 24,013 | $470K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +4.5% | 23,884 | $468K |
| Franklin Resources Inc. | 0.00% | No change | 23,768 | $465K |
| BridgePort Financial Solutions, LLC | 0.12% | Add +0.8% | 23,292 | $456K |
| Blue Line Capital, LLC / IL | 0.54% | — | 23,120 | $453K |
| Independent Financial Group, LLC | 0.01% | Add +15.6% | 23,034 | $451K |
| Seek First Inc. | 0.30% | Add +3.6% | 22,163 | $434K |
| Certified Advisory Corp | 0.04% | Reduce -35.8% | 21,758 | $426K |
| Larson Financial Group LLC | 0.01% | Reduce -36.5% | 20,954 | $410K |
| Valmark Advisers, Inc. | 0.01% | Reduce -7.8% | 20,683 | $405K |
| Sigma Investment Counselors Inc. | 0.02% | Add +5.7% | 20,188 | $395K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 20,125 | $394K |
| NewCorp Financial Services, Inc. | 0.35% | — | 20,103 | $394K |
| Intrua Financial, LLC | 0.04% | New | 20,009 | $392K |
| Brown Brothers Harriman & Co. | 0.00% | New | 20,000 | $392K |
| Glass Jacobson Investment Advisors llc | 0.14% | No change | 19,939 | $390K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -7.0% | 19,794 | $387K |
| Argentarii, LLC | 0.13% | New | 19,718 | $386K |
| World Investment Advisors | 0.01% | Add +46.3% | 19,623 | $384K |
| PNC Financial Services Group, Inc. | 0.00% | Add +176.7% | 19,576 | $383K |
| Fourpath Capital Management, LLC | 0.05% | Add +73.8% | 19,232 | $376K |
| Private Trust Co. NA | 0.03% | Reduce -35.0% | 19,091 | $374K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.4% | 19,084 | $374K |
| World Equity Group, Inc. | 0.10% | Add +7.8% | 18,776 | $368K |
| Savant Capital, LLC | 0.00% | Reduce -17.4% | 18,652 | $365K |
| Wealth Advisors of Iowa, LLC | 0.12% | Add +2.3% | 18,513 | $362K |
| Susquehanna International Group, LLP | 0.00% | New | 18,136 | $355K |
| Peak Retirement Planning, Inc. | 0.08% | New | 17,922 | $351K |
| Insight Wealth Partners, LLC | 0.15% | Reduce -62.0% | 17,870 | $350K |
| Legacy Wealth Partners, LLC | 0.09% | — | 17,764 | $348K |
| Dover Advisors, LLC | 0.13% | No change | 17,718 | $347K |
| Castleview Partners, LLC | 0.17% | Add +1.1% | 17,571 | $344K |
| Mirador Capital Partners LP | 0.05% | Reduce -7.8% | 16,843 | $330K |
| Beto Financial Group, LLC | 0.22% | — | 16,436 | $322K |
| Tassel Capital Management, Inc. | 0.19% | Reduce -2.1% | 16,349 | $320K |
| Edge Wealth Management LLC | 0.06% | No change | 16,187 | $317K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -43.2% | 15,827 | $310K |
| LaSalle St. Investment Advisors, LLC | 0.05% | No change | 15,833 | $309K |
| Well Done, LLC | 0.05% | Add +0.2% | 15,736 | $308K |
| Kaydan Wealth Management, Inc. | 0.09% | Add +0.3% | 15,434 | $302K |
| Chatham Capital Group, Inc. | 0.04% | No change | 15,100 | $296K |
| Retirement Solution LLC | 0.06% | Add +1.4% | 14,964 | $293K |
| Midwest Trust Co | 0.00% | Reduce -31.4% | 14,956 | $293K |
| WESPAC Advisors, LLC | 0.16% | Reduce -2.6% | 14,702 | $288K |
| Wilkins Miller Wealth Management, LLC | 0.17% | Add +7.8% | 14,664 | $287K |
| Aprio Wealth Management, LLC | 0.02% | New | 14,560 | $285K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -9.1% | 14,519 | $284K |
| Allen Capital Group, LLC | 0.03% | Reduce -18.8% | 14,380 | $281K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +29.2% | 14,356 | $281K |
| Solitude Financial Services | 0.09% | No change | 14,300 | $280K |
| Diversified Portfolios, Inc. | 0.02% | New | 13,693 | $268K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 13,511 | $264K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 13,275 | $260K |
| Golden Reserve Retirement LLC | 0.05% | New | 13,188 | $258K |
| SigFig Wealth Management, LLC | 0.01% | Add +14.4% | 12,782 | $250K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -3.9% | 12,703 | $249K |
| Yoder Wealth Management, Inc. | 0.11% | No change | 12,700 | $249K |
| Altus Wealth Group LLC | 0.10% | Reduce -25.2% | 12,597 | $247K |
| Blue Barn Wealth, LLC | 0.36% | Reduce -92.2% | 12,591 | $246K |
| HighPoint Advisor Group LLC | 0.01% | New | 12,162 | $238K |
| Ghe, LLC | 0.08% | No change | 12,000 | $235K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 11,896 | $233K |
| Pacific Park Financial, Inc. | 0.14% | — | 11,770 | $230K |
| Legacy Wealth Management, LLC / MS | 0.06% | Add +12.9% | 11,725 | $230K |
| Keystone Financial Group | 0.02% | No change | 11,450 | $224K |
| BankPlus Trust Department | 0.06% | Reduce -35.3% | 11,300 | $221K |
| Foronjy Financial LLC | 0.09% | Reduce -6.1% | 11,183 | $219K |
| ETF Store, Inc. | 0.22% | Reduce -1.9% | 11,076 | $217K |
| Garrett Wealth Advisory Group, LLC | 0.04% | No change | 10,602 | $208K |
| Apollon Wealth Management, LLC | 0.00% | No change | 10,500 | $206K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -22.3% | 10,482 | $205K |
| CGN Advisors LLC | 0.02% | No change | 10,445 | $204K |
| ETF Portfolio Partners, Inc. | 0.05% | No change | 10,292 | $201K |
| Milestones Private Investment Advisors LLC | 0.14% | Reduce -92.1% | 10,255 | $201K |
| Morris Financial Concepts, Inc. | 0.07% | No change | 10,214 | $200K |
| Commonwealth Financial Services, LLC | 0.03% | Reduce -0.5% | 10,149 | $199K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -2.6% | 9,671 | $189K |
| HM Payson & Co. | 0.00% | Reduce -10.0% | 8,966 | $176K |
| Ancora Advisors LLC | 0.00% | Reduce -65.6% | 8,374 | $164K |
| AdvisorNet Financial, Inc | 0.01% | Add +108.7% | 8,124 | $159K |
| Eastern Bank | 0.00% | Reduce -26.8% | 7,127 | $140K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +331.6% | 6,638 | $130K |
| Sigma Planning Corp | 0.00% | Reduce -0.2% | 15,868 | $123K |
| International Assets Investment Management, LLC | 0.01% | New | 4,788 | $94K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 4,744 | $93K |
| Davis Capital Management | 0.06% | Reduce -3.1% | 4,571 | $89K |
| Global Retirement Partners, LLC | 0.00% | Reduce -29.8% | 4,500 | $88K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.0% | 4,222 | $83K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -46.9% | 3,994 | $78K |
| Marquette Asset Management, LLC | 0.01% | No change | 3,609 | $71K |
| US Bancorp \de | 0.00% | No change | 3,389 | $66K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 3,376 | $66K |
| Fifth Third Bancorp | 0.00% | Add +43.5% | 3,228 | $63K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,219 | $63K |
| CX Institutional | 0.00% | Add +1.5% | 2,454 | $48K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 2,140 | $42K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,800 | $35K |
| AlphaCore Capital LLC | 0.00% | New | 1,669 | $33K |
| FMR LLC | 0.00% | Reduce -40.3% | 1,636 | $32K |
| Optima Capital LLC | 0.01% | New | 1,523 | $30K |
| AE Wealth Management LLC | 0.00% | No change | 1,489 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,460 | $29K |
| Caldwell Trust Co | 0.00% | No change | 1,332 | $26K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1,237 | $24K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.1% | 1,200 | $24K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -37.0% | 1,187 | $23K |
| GAMMA Investing LLC | 0.00% | Add +12.8% | 1,091 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 1,042 | $20K |
| Fortis Group Advisors, LLC | 0.00% | No change | 1,039 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 1,033 | $20K |
| Lanark Financial, Inc. | 0.00% | No change | 935 | $18K |
| RHL Group, LLC | 0.01% | — | 766 | $15K |
| Blue Trust, Inc. | 0.00% | New | 718 | $14K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | — | 700 | $14K |
| Clayton Financial Group LLC | 0.01% | New | 584 | $11K |
| Walsh & Associates, LLC | 0.01% | — | 560 | $11K |
| Arax Advisory Partners | 0.00% | New | 505 | $10K |
| West Branch Capital LLC | 0.00% | Add +0.2% | 504 | $10K |
| ORG Partners LLC | 0.00% | No change | 454 | $9K |
| Sound Income Strategies, LLC | 0.00% | Add +117.1% | 419 | $8K |
| First PREMIER Bank | 0.00% | No change | 423 | $8K |
| Align Financial, LLC | 0.00% | — | 6,421 | $6K |
| CoreCap Advisors, LLC | 0.00% | New | 251 | $5K |
| Birchbrook, Inc. | 0.00% | New | 250 | $5K |
| Topsail Wealth Management, LLC | 0.00% | No change | 150 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 116 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +162.2% | 97 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 46 | $919 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.3% | 6 | $117 |
"% of holder's portfolio" is BSCQ's weight in each manager's 13F, not the share of Invesco Bulletshares 2026 CB the manager owns.