Invesco Bulletshares 2027 CBBSCRETF
13F holders, Q2 2025 (June 30)354holders +7
23new positions
16sold out
1famous investor
$19.65avg. 13F price*
At the end of Q2 2025, 354 institutions reported holding Invesco Bulletshares 2027 CB (BSCR) in their 13F filings, up 7 from Q1 2025. 23 opened new positions and 16 sold out. The largest holders were Lido Advisors, LLC ($973.8M), Morgan Stanley ($174.5M) and Wells Fargo & Company ($122.3M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco Bulletshares 2027 CB
- CUSIP
- 46138J783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $22.5M |
| Exits | 16 | $24.2M |
All 13F filers, Q1 2025 → Q2 2025: 26,584,017 shares bought and 5,762,069 shares sold, net +20,821,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 354 holders
| Lido Advisors, LLC | 5.17% | Add +70.0% | 49,557,795 | $973.8M |
| Morgan Stanley | 0.01% | Add +2.7% | 8,882,353 | $174.5M |
| Wells Fargo & Company | 0.03% | Add +4.8% | 6,224,885 | $122.3M |
| LPL Financial LLC | 0.03% | Add +4.4% | 5,250,884 | $103.2M |
| Bank of America Corp. | 0.01% | Add +1.2% | 4,815,374 | $94.6M |
| UBS Group AG | 0.02% | Add +10.9% | 4,000,991 | $78.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.3% | 3,650,888 | $71.7M |
| Invesco Ltd. | 0.01% | Add +13.9% | 2,984,509 | $58.6M |
| Clearstead Advisors, LLC | 0.77% | Add +3.0% | 2,777,610 | $54.6M |
| Avior Wealth Management, LLC | 1.65% | Add +0.2% | 2,426,509 | $47.7M |
| Hills Bank & Trust Co | 2.99% | Add +0.3% | 2,415,100 | $47.5M |
| MAI Capital Management | 0.33% | Add +5.4% | 2,410,055 | $47.4M |
| Bluespring Wealth Management, LLC | 3.13% | Add +5.7% | 1,675,353 | $32.9M |
| Davis R M Inc. | 0.59% | Add +3.2% | 1,617,265 | $31.8M |
| Brookstone Capital Management | 0.37% | Reduce -5.2% | 1,452,466 | $28.5M |
| Royal Bank of Canada | 0.01% | Add +4.6% | 1,419,533 | $27.9M |
| MML Investors Services, LLC | 0.07% | Add +13.3% | 1,298,090 | $25.5M |
| TLWM | 4.33% | Add +1.0% | 1,159,357 | $22.8M |
| Anchor Investment Management, LLC | 1.87% | Add +3.8% | 1,086,314 | $21.3M |
| Moneco Advisors, LLC | 1.98% | Add +15.6% | 1,085,086 | $21.3M |
| Stifel Financial Corp. | 0.02% | Add +7.1% | 1,060,598 | $20.8M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.6% | 1,055,476 | $20.7M |
| Ameriprise Financial Inc. | 0.00% | Add +0.0% | 949,611 | $18.6M |
| 49 Wealth Management, LLC | 1.97% | Reduce -11.6% | 944,028 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +15.1% | 923,717 | $18.2M |
| Atlantic Union Bankshares Corp | 0.40% | Add +6.8% | 901,386 | $17.7M |
| Renaissance Technologies | 0.02% | Reduce -30.8% | 859,800 | $16.9M |
| Baird Financial Group, Inc. | 0.03% | Add +8.7% | 844,898 | $16.6M |
| Legacy Financial Group LLC | 2.23% | Reduce -5.3% | 812,048 | $16.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -7.7% | 802,891 | $15.8M |
| Captrust Financial Advisors | 0.03% | Add +4.2% | 784,423 | $15.4M |
| Clark Asset Management, LLC | 2.01% | Add +23.1% | 749,951 | $14.7M |
| Asset Dedication, LLC | 1.07% | Add +1.8% | 748,053 | $14.7M |
| Cornerstone Wealth Management, LLC | 0.85% | Add +4.8% | 711,259 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 709,191 | $13.9M |
| NewEdge Advisors, LLC | 0.07% | Add +12.7% | 692,706 | $13.6M |
| Kirr Marbach & Co. LLC | 2.66% | Add +4.4% | 684,997 | $13.5M |
| HUB Investment Partners, LLC | 0.43% | Add +4.1% | 622,372 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.8% | 613,937 | $12.1M |
| AA Financial Advisors, LLC | 2.40% | Add +0.3% | 567,995 | $11.2M |
| Ironwood Financial, llc | 2.16% | No change | 515,237 | $10.1M |
| Goepper Burkhardt LLC | 3.71% | Add +4.6% | 512,527 | $10.1M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +1.0% | 508,564 | $10.0M |
| Focus Partners Wealth | 0.02% | Add +2.2% | 507,778 | $10.0M |
| Red Spruce Capital, LLC | 4.23% | Add +0.3% | 496,580 | $9.8M |
| Central Valley Advisors, LLC | 3.22% | Add +6.7% | 480,767 | $9.4M |
| Chatham Capital Group, Inc. | 1.44% | Add +0.3% | 479,795 | $9.4M |
| Truist Financial Corp. | 0.01% | Reduce -6.7% | 448,870 | $8.8M |
| Hengehold Capital Management LLC | 0.79% | Add +2.2% | 439,971 | $8.6M |
| Straight Path Wealth Management | 2.93% | Add +10.8% | 439,526 | $8.6M |
| GPM Growth Investors, Inc. | 3.41% | Add +4.0% | 437,196 | $8.6M |
| Summit Investment Advisors, Inc. | 7.01% | Add +3.2% | 432,241 | $8.5M |
| Vaughan David Investments LLC | 0.18% | Reduce -0.0% | 417,584 | $8.2M |
| BCS Wealth Management | 1.65% | Add +4.0% | 390,775 | $7.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +9.5% | 387,235 | $7.6M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +218.3% | 380,773 | $7.5M |
| Sentinel Pension Advisors, LLC | 1.26% | Reduce -0.2% | 380,731 | $7.5M |
| Sound Stewardship, LLC | 3.79% | Add +2.6% | 373,666 | $7.3M |
| VestGen Advisors, LLC | 0.28% | Add +5.9% | 362,645 | $7.1M |
| Old Second National Bank of Aurora | 1.47% | Add +4.3% | 343,326 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -15.2% | 339,004 | $6.7M |
| Carnegie Investment Counsel | 0.13% | Add +3.3% | 336,298 | $6.6M |
| Genesis Wealth Advisors, LLC | 4.93% | Add +4.0% | 334,549 | $6.6M |
| Gryphon Financial Partners LLC | 0.85% | No change | 331,295 | $6.5M |
| Marietta Wealth Management, LLC | 0.83% | Add +1.4% | 322,223 | $6.3M |
| Meriwether Wealth & Planning, LLC | 3.93% | Add +1.7% | 319,044 | $6.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -17.5% | 316,725 | $6.2M |
| Carmel Capital Partners, LLC | 2.08% | Add +6.9% | 301,243 | $5.9M |
| Ledgewood Wealth Advisors, LLC | 3.66% | Add +2.9% | 295,702 | $5.8M |
| Integrated Wealth Concepts LLC | 0.06% | Add +1.9% | 290,189 | $5.7M |
| Ausdal Financial Partners, Inc. | 0.37% | New | 282,553 | $5.6M |
| Fca Corp. | 1.63% | Add +3.6% | 276,241 | $5.4M |
| Morton Community Bank | 1.32% | Reduce -1.8% | 269,466 | $5.3M |
| Souders Financial Advisors | 0.67% | Add +4.0% | 266,894 | $5.2M |
| McCarthy & Cox | 1.36% | Add +5.0% | 263,792 | $5.2M |
| Mgo One Seven LLC | 0.17% | Add +10.4% | 262,997 | $5.2M |
| Laurel Wealth Advisors LLC | 0.77% | Add +2.5% | 261,699 | $5.1M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -8.9% | 251,093 | $4.9M |
| SFE Investment Counsel | 0.85% | Add +14.0% | 245,436 | $4.8M |
| Howard Wealth Management, LLC | 2.42% | Add +0.1% | 244,051 | $4.8M |
| Geneos Wealth Management Inc. | 0.12% | Add +58.4% | 243,148 | $4.8M |
| Colonial Trust Advisors | 0.39% | Add +11.3% | 242,656 | $4.8M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.8% | 242,104 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +20.0% | 241,046 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.3% | 231,231 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +17.8% | 227,043 | $4.5M |
| Trilogy Capital Inc. | 0.21% | Reduce -4.0% | 222,479 | $4.4M |
| ProVise Management Group, LLC | 0.34% | Add +6.0% | 218,666 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.7% | 210,523 | $4.1M |
| Berger Financial Group, Inc | 0.26% | Add +0.6% | 205,294 | $4.0M |
| Parr McKnight Wealth Management Group, LLC | 0.55% | Add +17.1% | 204,481 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | New | 200,699 | $3.9M |
| Coastal Bridge Advisors, LLC | 0.33% | New | 200,579 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +8.2% | 198,093 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.9% | 196,108 | $3.9M |
| Aspen Investment Management Inc | 1.60% | Add +14.6% | 193,320 | $3.8M |
| Farnam Financial LLC | 3.35% | Add +20.3% | 189,438 | $3.7M |
| Horizons Wealth Management | 2.65% | Add +1.2% | 186,355 | $3.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.41% | Reduce -50.1% | 185,160 | $3.6M |
| Pinnacle Financial Group, LLC / IL | 1.18% | Add +10.9% | 179,761 | $3.5M |
| S.E.E.D. Planning Group LLC | 1.10% | Add +0.9% | 178,168 | $3.5M |
| Infinity Wealth Counsel, LLC | 3.53% | Add +1.5% | 177,805 | $3.5M |
| Colonial Trust Co / SC | 0.50% | Add +15.4% | 174,244 | $3.4M |
| Novare Capital Management LLC | 0.28% | Add +4.5% | 174,068 | $3.4M |
| Old Port Advisors | 0.93% | Add +21.1% | 173,665 | $3.4M |
| Vista Investment Management | 1.26% | Reduce -3.8% | 173,429 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +4.8% | 173,053 | $3.4M |
| AlphaStar Capital Management, LLC | 0.23% | Add +27.4% | 168,329 | $3.3M |
| Allworth Financial LP | 0.02% | Add +0.0% | 162,917 | $3.2M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Reduce -3.0% | 158,046 | $3.1M |
| Creative Planning | 0.00% | Reduce -4.3% | 153,256 | $3.0M |
| Atria Investments, Inc | 0.03% | Reduce -0.8% | 145,721 | $2.9M |
| Tenon Financial LLC | 1.20% | Add +5.0% | 137,728 | $2.7M |
| Prospera Financial Services Inc | 0.05% | Add +5.4% | 137,394 | $2.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -14.9% | 137,240 | $2.7M |
| Waverly Advisors, LLC | 0.03% | Add +6.0% | 135,146 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -0.4% | 133,372 | $2.6M |
| Richmond Investment Services, LLC | 0.55% | Add +136.9% | 132,734 | $2.6M |
| &partners | 0.02% | Add +495.3% | 132,649 | $2.6M |
| River Street Advisors LLC | 1.11% | Add +8.8% | 131,491 | $2.6M |
| CRA Financial Services, LLC | 0.39% | Add +8.5% | 131,120 | $2.6M |
| Matthew Goff Investment Advisor, LLC | 0.47% | Reduce -4.6% | 130,524 | $2.6M |
| Silverlake Wealth Management LLC | 0.74% | Reduce -0.7% | 128,310 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.7% | 127,781 | $2.5M |
| Addison Advisors LLC | 0.60% | Reduce -44.4% | 122,772 | $2.4M |
| Milestones Private Investment Advisors LLC | 1.74% | — | 119,394 | $2.3M |
| Blue Barn Wealth, LLC | 1.08% | Add +0.5% | 116,613 | $2.3M |
| Ellevest, Inc. | 0.36% | Add +1.6% | 115,980 | $2.3M |
| Wilkins Miller Wealth Management, LLC | 1.53% | Add +2.1% | 114,769 | $2.3M |
| Paradiem, LLC | 0.57% | Reduce -0.0% | 114,033 | $2.2M |
| Opulen Financial Group LLC | 1.69% | Add +5.7% | 105,069 | $2.1M |
| River Wealth Advisors LLC | 0.26% | Add +10.3% | 104,724 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +1.2% | 102,579 | $2.0M |
| Montag A & Associates Inc. | 0.10% | Reduce -18.4% | 102,320 | $2.0M |
| TFR Capital, LLC. | 0.73% | Add +10.1% | 102,039 | $2.0M |
| Flow Traders U.S. LLC | 0.07% | New | 101,114 | $2.0M |
| Roundview Capital LLC | 0.13% | No change | 97,750 | $1.9M |
| Legacy Private Trust Co. | 0.12% | Reduce -9.7% | 93,424 | $1.8M |
| Oder Investment Management, LLC | 1.35% | Add +9.3% | 90,975 | $1.8M |
| Masso Torrence Wealth Management Inc. | 0.82% | Add +5.5% | 90,300 | $1.8M |
| Stephens Inc. | 0.02% | Reduce -6.7% | 90,083 | $1.8M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -0.5% | 88,581 | $1.7M |
| Lantz Financial LLC | 0.43% | Add +9.4% | 88,408 | $1.7M |
| Pacific Wealth Strategies Group, Inc. | 1.12% | Add +277.0% | 86,619 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -37.8% | 86,194 | $1.7M |
| Oliver Luxxe Assets LLC | 0.30% | Reduce -18.2% | 85,723 | $1.7M |
| Hanover Advisors Inc. | 0.68% | Add +1.5% | 84,539 | $1.7M |
| G2 Capital Management, LLC / Oh | 0.46% | Add +1.1% | 82,907 | $1.6M |
| Evexia Wealth LLC | 0.50% | Reduce -32.6% | 80,757 | $1.6M |
| Cwm, LLC | 0.01% | Add +0.9% | 80,878 | $1.6M |
| Semitam Bonam LLC | 1.48% | — | 80,055 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.0% | 78,609 | $1.5M |
| Redwood Financial Network Corp | 1.01% | Add +1.9% | 76,078 | $1.5M |
| Beacon Financial Group | 0.16% | Add +45.5% | 75,825 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +129.9% | 75,007 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -2.1% | 74,691 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.7% | 73,852 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +3.0% | 73,460 | $1.4M |
| Leo Wealth, LLC | 0.11% | Add +610.1% | 72,014 | $1.4M |
| Accurate Wealth Management, LLC | 0.21% | New | 70,078 | $1.4M |
| Wingate Wealth Advisors, Inc. | 1.21% | Add +4.7% | 69,422 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +2.2% | 67,311 | $1.3M |
| Key Financial Inc | 0.27% | Add +7.9% | 67,181 | $1.3M |
| Level Four Advisory Services, LLC | 0.05% | New | 67,105 | $1.3M |
| Woodmont Investment Counsel LLC | 0.09% | No change | 66,710 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +10.9% | 64,421 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.37% | Add +3.0% | 63,627 | $1.3M |
| Redmond Asset Management, LLC | 0.30% | Add +7.0% | 63,067 | $1.2M |
| ArborFi Advisors, LLC | 1.09% | Add +2.1% | 62,785 | $1.2M |
| Good Life Advisors, LLC | 0.08% | Reduce -20.6% | 62,695 | $1.2M |
| RPg Family Wealth Advisory, LLC | 0.32% | No change | 62,091 | $1.2M |
| Segment Wealth Management, LLC | 0.08% | Reduce -3.0% | 61,897 | $1.2M |
| Sawgrass Asset Management LLC | 0.14% | Reduce -4.3% | 61,863 | $1.2M |
| First Command Advisory Services, Inc. | 0.01% | Add +18.8% | 61,306 | $1.2M |
| Apeiron RIA LLC | 0.30% | Add +7.9% | 58,921 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +3.5% | 58,306 | $1.1M |
| Kessler Investment Group, LLC | 0.46% | Reduce -0.3% | 57,312 | $1.1M |
| Capital Analysts, LLC | 0.04% | Add +7.1% | 56,905 | $1.1M |
| Shufro Rose & Co. LLC | 0.09% | No change | 56,267 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Add +1.0% | 55,991 | $1.1M |
| Flaharty Asset Management, LLC | 0.15% | No change | 55,969 | $1.1M |
| Heritage Trust Co | 0.13% | Add +24.8% | 55,384 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | Add +0.4% | 55,172 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -0.7% | 54,846 | $1.1M |
| Vantage Point Financial LLC | 0.47% | Reduce -1.4% | 54,796 | $1.1M |
| Towne Trust Company, N.A | 0.36% | Add +3.9% | 52,951 | $1.0M |
| Coordinated Financial Services, Inc. | 0.72% | — | 52,410 | $1.0M |
| Astoria Portfolio Advisors LLC. | 0.28% | Reduce -24.0% | 51,503 | $1.0M |
| Diversify Advisory Services, LLC | 0.04% | Add +5.1% | 51,200 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 51,119 | $1.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +17.7% | 50,773 | $998K |
| Independence Bank of Kentucky | 0.14% | Add +3.3% | 50,644 | $995K |
| Comerica Bank | 0.00% | Reduce -19.9% | 50,357 | $990K |
| Hobbs Group Advisors, LLC | 0.32% | Reduce -13.7% | 47,454 | $932K |
| Cypress Wealth Services, LLC | 0.17% | Reduce -1.5% | 47,368 | $931K |
| Tyler-Stone Wealth Management | 0.15% | Add +2.1% | 47,010 | $924K |
| Insight Wealth Partners, LLC | 0.51% | Add +4.5% | 46,712 | $918K |
| Webster Bank, N. A. | 0.09% | No change | 46,186 | $908K |
| YANKCOM Partnership | 0.44% | Add +3.4% | 46,113 | $906K |
| Cynosure Group, LLC | 0.10% | No change | 45,719 | $898K |
| Apella Capital, LLC | 0.02% | Reduce -1.9% | 44,489 | $874K |
| Strathmore Capital Advisors, Inc. | 0.38% | — | 44,280 | $870K |
| Savvy Advisors, Inc. | 0.06% | New | 44,181 | $868K |
| Western Financial Corp | 0.45% | Add +1.9% | 42,859 | $842K |
| Arkadios Wealth Advisors | 0.03% | Add +21.8% | 42,289 | $831K |
| Kickstand Ventures, Llc. | 0.19% | Add +279.7% | 41,522 | $816K |
| American Institute for Advanced Investment Management, LLP | 0.56% | Add +11.1% | 40,461 | $795K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.26% | Add +1.6% | 40,410 | $794K |
| First Fiduciary Investment Counsel, Inc. | 0.16% | Add +2.2% | 40,067 | $787K |
| Brown Advisory Inc. | 0.00% | Reduce -1.0% | 39,657 | $779K |
| Strid Group, LLC | 0.11% | Add +1.1% | 39,261 | $771K |
| Sax Wealth Advisors, LLC | 0.05% | Add +35.7% | 38,145 | $750K |
| Proficio Capital Partners LLC | 0.05% | Add +188.8% | 37,879 | $744K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +235.3% | 37,202 | $731K |
| Mariner, LLC | 0.00% | Add +1.2% | 36,297 | $713K |
| Certified Advisory Corp | 0.07% | Add +7.9% | 36,181 | $711K |
| Ballew Advisors, Inc | 0.42% | No change | 35,947 | $706K |
| Vermillion & White Wealth Management Group, LLC | 0.45% | Reduce -27.4% | 35,349 | $695K |
| Koss-Olinger Consulting, LLC | 0.06% | Reduce -12.0% | 35,068 | $689K |
| Net Worth Advisory Group | 0.15% | Add +110.9% | 33,799 | $664K |
| Keel Point, LLC | 0.04% | Add +0.1% | 33,613 | $660K |
| True Vision MN LLC | 0.36% | Reduce -4.1% | 33,142 | $651K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.6% | 32,982 | $648K |
| RFG - Bristol Wealth Advisors, LLC | 0.20% | Add +135.0% | 32,841 | $645K |
| Advisory Services Network, LLC | 0.01% | Add +89.4% | 32,547 | $638K |
| Strategic Family Wealth Counselors, L.L.C. | 0.18% | Add +130.0% | 31,865 | $626K |
| Allen Capital Group, LLC | 0.06% | Add +7.9% | 31,429 | $618K |
| Legacy Wealth Management, LLC / MS | 0.18% | Add +86.5% | 30,631 | $602K |
| Fifth Third Bancorp | 0.00% | Reduce -0.3% | 30,500 | $599K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 30,443 | $598K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.2% | 30,131 | $592K |
| Whitener Capital Management, Inc. | 0.16% | Add +7.9% | 30,044 | $590K |
| XY Planning Network, Inc. | 0.20% | New | 29,694 | $583K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.9% | 29,023 | $570K |
| BankPlus Trust Department | 0.16% | Add +96.8% | 28,179 | $554K |
| Exchange Capital Management, Inc. | 0.08% | Reduce -78.4% | 28,130 | $553K |
| Unified Investment Management | 0.59% | Add +0.5% | 28,040 | $551K |
| Manchester Financial Inc. | 0.11% | Reduce -98.9% | 27,952 | $549K |
| Crews Bank & Trust | 0.09% | Add +5.9% | 27,710 | $545K |
| Everpar Advisors LLC | 0.25% | Add +67.7% | 27,672 | $544K |
| Principal Securities, Inc. | 0.01% | Add +13.2% | 27,241 | $535K |
| Arete Wealth Advisors, LLC | 0.04% | No change | 27,110 | $533K |
| Oregon Pacific Wealth Management, LLC | 0.50% | Reduce -29.6% | 27,062 | $532K |
| BridgePort Financial Solutions, LLC | 0.17% | Add +0.7% | 26,383 | $518K |
| Tassel Capital Management, Inc. | 0.39% | Add +4.2% | 25,828 | $508K |
| ORG Partners LLC | 0.11% | Reduce -27.5% | 25,265 | $497K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.1% | 24,482 | $481K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +1.0% | 24,418 | $480K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -2.1% | 24,373 | $479K |
| Glass Jacobson Investment Advisors llc | 0.18% | New | 23,330 | $458K |
| Sensible Money, LLC | 0.17% | Add +0.1% | 22,926 | $450K |
| Blossom Wealth Management | 0.78% | Reduce -10.0% | 22,430 | $441K |
| Eastern Bank | 0.01% | Reduce -73.0% | 22,125 | $435K |
| Western Wealth Management, LLC | 0.03% | No change | 21,625 | $425K |
| Brown Financial Advisory | 0.23% | Add +40.2% | 21,549 | $423K |
| United Capital Financial Advisors, LLC | 0.00% | Add +12.7% | 21,335 | $419K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 20,993 | $413K |
| Financial Life Planners | 0.33% | Add +6.5% | 20,731 | $407K |
| Verdence Capital Advisors LLC | 0.03% | Add +7.8% | 20,300 | $399K |
| Wealthspire Retirement, LLC | 0.03% | No change | 20,073 | $394K |
| Moller Wealth Partners | 0.09% | No change | 20,000 | $393K |
| Cordatus Wealth Management LLC | 0.09% | Add +22.9% | 19,653 | $386K |
| Nalls Sherbakoff Group, LLC | 0.28% | Add +0.3% | 19,445 | $382K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 19,266 | $379K |
| Midwest Trust Co | 0.01% | — | 18,950 | $372K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.5% | 18,886 | $371K |
| LongView Wealth Management | 0.11% | Add +23.0% | 18,700 | $367K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 18,672 | $367K |
| Kathmere Capital Management, LLC | 0.03% | New | 18,370 | $361K |
| RVW Wealth, LLC | 0.03% | Add +6.4% | 17,696 | $348K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -4.6% | 17,535 | $345K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.3% | 17,415 | $342K |
| Seek First Inc. | 0.28% | Add +54.6% | 17,278 | $340K |
| Ramiah Investment Group | 0.35% | Reduce -5.5% | 16,760 | $329K |
| Ancora Advisors LLC | 0.01% | No change | 16,368 | $322K |
| FC Advisory LLC | 0.10% | Add +7.8% | 16,195 | $318K |
| World Equity Group, Inc. | 0.09% | Add +42.7% | 16,125 | $317K |
| Larson Financial Group LLC | 0.01% | Reduce -2.3% | 16,104 | $316K |
| Dover Advisors, LLC | 0.14% | Reduce -5.1% | 16,051 | $315K |
| WESPAC Advisors, LLC | 0.22% | No change | 16,023 | $315K |
| SMI Advisory Services, LLC | 0.06% | Add +10.7% | 15,824 | $311K |
| Fourpath Capital Management, LLC | 0.05% | Add +55.8% | 15,758 | $310K |
| Two Sigma Securities, LLC | 0.04% | Reduce -24.4% | 15,276 | $300K |
| Savant Capital, LLC | 0.00% | Add +3.9% | 14,974 | $294K |
| GTS Securities LLC | 0.01% | New | 14,968 | $294K |
| Oppenheimer & Co. Inc. | 0.00% | Add +12.5% | 14,949 | $294K |
| IMA Advisory Services, Inc. | 0.03% | Reduce -26.3% | 14,719 | $289K |
| Wealth Advisors of Iowa, LLC | 0.11% | Add +14.1% | 14,629 | $287K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +110.4% | 14,589 | $287K |
| Cibc World Market Inc. | 0.00% | Reduce -42.0% | 14,200 | $279K |
| LaSalle St. Investment Advisors, LLC | 0.07% | No change | 13,276 | $260K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,185 | $259K |
| Berkshire Money Management, Inc. | 0.03% | No change | 13,004 | $256K |
| Denver Wealth Management, Inc. | 0.11% | Reduce -38.0% | 12,967 | $255K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 12,607 | $248K |
| Kaydan Wealth Management, Inc. | 0.08% | Add +0.0% | 12,489 | $245K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -0.2% | 12,002 | $236K |
| Claro Advisors Inc. | 0.04% | New | 11,992 | $236K |
| Rialto Wealth Management, LLC | 0.07% | No change | 11,902 | $234K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 11,259 | $221K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.7% | 10,868 | $214K |
| Well Done, LLC | 0.04% | New | 10,864 | $213K |
| Retirement Guys Formula LLC | 0.08% | No change | 10,754 | $211K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -1.4% | 10,494 | $206K |
| US Bancorp \de | 0.00% | No change | 10,373 | $204K |
| Obsidian Cio, LLC | 0.03% | Add +0.4% | 10,336 | $203K |
| Farther Finance Advisors, LLC | 0.00% | Add +1935.2% | 10,176 | $200K |
| Foundry Financial Group, Inc. | 0.11% | No change | 10,159 | $200K |
| Morris Financial Concepts, Inc. | 0.08% | No change | 10,122 | $199K |
| Vontobel Holding Ltd. | 0.00% | No change | 10,000 | $197K |
| Cary Street Partners Financial LLC | 0.01% | No change | 9,781 | $192K |
| Optimum Investment Advisors | 0.08% | Add +210.0% | 9,300 | $183K |
| Private Trust Co. NA | 0.02% | Add +9.0% | 8,320 | $163K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -18.4% | 7,982 | $157K |
| GAMMA Investing LLC | 0.01% | Reduce -75.6% | 7,509 | $148K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 7,418 | $146K |
| IFP Advisors, Inc | 0.00% | Add +7.8% | 7,265 | $143K |
| Alerus Financial NA | 0.01% | New | 6,383 | $125K |
| United Community Bank | 0.04% | No change | 5,500 | $108K |
| Global Retirement Partners, LLC | 0.00% | — | 5,433 | $107K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 5,275 | $104K |
| SJS Investment Consulting Inc. | 0.02% | No change | 4,846 | $95K |
| GS Investments, Inc. | 0.04% | No change | 4,375 | $86K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.1% | 4,134 | $81K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,061 | $80K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4,019 | $79K |
| Marquette Asset Management, LLC | 0.01% | No change | 3,960 | $78K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,212 | $63K |
| Topsail Wealth Management, LLC | 0.01% | No change | 3,035 | $60K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 3,023 | $59K |
| Caldwell Trust Co | 0.00% | No change | 2,245 | $44K |
| West Branch Capital LLC | 0.01% | No change | 2,001 | $39K |
| Angeles Wealth Management, LLC | 0.00% | New | 1,973 | $39K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,615 | $32K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,525 | $30K |
| Arax Advisory Partners | 0.00% | New | 1,524 | $30K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,350 | $27K |
| HM Payson & Co. | 0.00% | Reduce -8.9% | 1,285 | $25K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -23.1% | 1,180 | $23K |
| FMR LLC | 0.00% | Reduce -3.9% | 1,148 | $23K |
| Aspect Partners, LLC | 0.01% | No change | 1,028 | $20K |
| Smithfield Trust Co | 0.00% | Reduce -3.3% | 1,057 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 997 | $20K |
| Proathlete Wealth Management LLC | 0.00% | New | 792 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 787 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 716 | $14K |
| Lanark Financial, Inc. | 0.00% | New | 658 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 555 | $11K |
| Transce3nd, LLC | 0.00% | No change | 442 | $9K |
| AE Wealth Management LLC | 0.00% | Reduce -14.1% | 269 | $5K |
| First PREMIER Bank | 0.00% | No change | 205 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -71.6% | 177 | $3K |
| SouthState Bank Corp | 0.00% | New | 59 | $1K |
| Creekmur Asset Management LLC | 0.00% | New | 51 | $1K |
"% of holder's portfolio" is BSCR's weight in each manager's 13F, not the share of Invesco Bulletshares 2027 CB the manager owns.