Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q1 2026 (March 31)342holders +18
28new positions
9sold out
2famous investors
$18.66avg. 13F price*
At the end of Q1 2026, 342 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 18 from Q4 2025. 28 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($166.8M), Wells Fargo & Company ($127.8M) and Lido Advisors, LLC ($118.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Bulletshares 2029 CB
- CUSIP
- 46138J577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $44.5M |
| Exits | 9 | $13.3M |
All 13F filers, Q4 2025 → Q1 2026: 13,594,722 shares bought and 6,391,555 shares sold, net +7,203,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 342 holders
| Morgan Stanley | 0.01% | Add +7.8% | 8,936,736 | $166.8M |
| Wells Fargo & Company | 0.03% | Add +11.3% | 6,849,192 | $127.8M |
| Lido Advisors, LLC | 0.47% | Reduce -0.6% | 6,346,510 | $118.4M |
| LPL Financial LLC | 0.02% | Add +9.3% | 4,751,065 | $88.7M |
| Raymond James Financial Inc. | 0.03% | Reduce -5.7% | 4,717,245 | $88.0M |
| Clearstead Advisors, LLC | 0.62% | Add +6.2% | 3,611,035 | $67.4M |
| Bank of America Corp. | 0.00% | Add +32.0% | 3,487,306 | $65.1M |
| Invesco Ltd. | 0.01% | Add +9.3% | 3,177,261 | $59.3M |
| Avior Wealth Management, LLC | 1.38% | Reduce -0.6% | 2,599,716 | $48.5M |
| UBS Group AG | 0.01% | Reduce -2.5% | 2,572,542 | $48.0M |
| Hills Bank & Trust Co | 2.21% | Add +5.4% | 2,452,536 | $45.8M |
| Royal Bank of Canada | 0.01% | Add +13.4% | 2,445,163 | $45.6M |
| Manchester Financial Inc. | 8.01% | Reduce -0.4% | 2,236,936 | $41.7M |
| MAI Capital Management | 0.24% | Add +7.9% | 2,231,679 | $41.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.8% | 2,127,010 | $39.7M |
| TLWM | 5.26% | Add +6.9% | 1,565,709 | $29.2M |
| Stifel Financial Corp. | 0.03% | Add +11.1% | 1,554,814 | $29.0M |
| Osaic Holdings, Inc. | 0.04% | Add +38.5% | 1,452,359 | $27.1M |
| RiverFront Investment Group, LLC | 0.40% | Add +7.3% | 1,378,357 | $25.7M |
| Moneco Advisors, LLC | 1.92% | Add +2.7% | 1,329,857 | $24.8M |
| Brookstone Capital Management | 0.27% | Add +1.8% | 1,257,219 | $23.5M |
| IMA Advisory Services, Inc. | 2.28% | Add +2.3% | 1,250,151 | $23.3M |
| Clark Asset Management, LLC | 2.18% | Add +24.3% | 1,244,819 | $23.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +22.7% | 1,164,246 | $21.7M |
| Anchor Investment Management, LLC | 1.77% | Add +3204.2% | 1,139,118 | $21.3M |
| Atlantic Union Bankshares Corp | 0.37% | Add +9.9% | 1,038,403 | $19.4M |
| Davis R M Inc. | 0.32% | Add +32.7% | 975,287 | $18.2M |
| Headland Capital, LLC | 5.08% | Add +2.7% | 965,340 | $18.0M |
| Capital Investment Counsel, LLC | 2.46% | Reduce -5.8% | 961,430 | $17.9M |
| Baird Financial Group, Inc. | 0.03% | Add +3.4% | 917,448 | $17.1M |
| Shufro Rose & Co. LLC | 1.08% | Add +2.2% | 850,769 | $15.9M |
| MML Investors Services, LLC | 0.04% | Reduce -1.8% | 833,754 | $15.6M |
| NewEdge Advisors, LLC | 0.05% | Add +8.6% | 785,760 | $14.7M |
| Focus Partners Wealth | 0.02% | Reduce -3.5% | 735,933 | $13.7M |
| GPM Growth Investors, Inc. | 5.62% | Add +0.3% | 715,691 | $13.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +131.9% | 690,938 | $12.9M |
| Kirr Marbach & Co. LLC | 2.31% | Add +4.1% | 679,457 | $12.7M |
| Gill Capital Partners, LLC | 3.57% | Add +1.0% | 665,156 | $12.4M |
| Goepper Burkhardt LLC | 4.14% | Add +5.7% | 663,826 | $12.4M |
| Asset Dedication, LLC | 0.86% | Add +7.0% | 660,260 | $12.3M |
| Carrera Capital Advisors | 1.72% | Add +9.6% | 599,828 | $11.2M |
| Cornerstone Planning, LLC | 2.51% | Add +51.9% | 593,753 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +8.7% | 588,463 | $11.0M |
| Cookson Peirce & Co. Inc. | 0.46% | Add +0.6% | 588,164 | $11.0M |
| Straight Path Wealth Management | 2.92% | Add +7.4% | 586,225 | $10.9M |
| Central Valley Advisors, LLC | 2.94% | Add +8.3% | 578,153 | $10.8M |
| Independent Advisor Alliance | 0.11% | New | 563,065 | $10.5M |
| CVFG LLC | 1.30% | New | 560,692 | $10.5M |
| First International Bank of Israel Ltd. | 2.96% | No change | 540,000 | $10.1M |
| Jones Financial Companies LLLP | 0.00% | Add +24.3% | 527,994 | $9.8M |
| Kickstand Ventures, Llc. | 2.01% | Add +2.3% | 511,072 | $9.5M |
| Vaughan David Investments LLC | 0.19% | Add +5.5% | 482,517 | $9.0M |
| Cwm, LLC | 0.02% | Reduce -12.8% | 473,413 | $8.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +10.6% | 460,358 | $8.6M |
| Cetera Investment Advisers | 0.01% | Add +32.1% | 456,357 | $8.5M |
| HUB Investment Partners, LLC | 0.19% | Add +4.0% | 425,976 | $7.9M |
| Advisors Capital Management, LLC | 0.09% | Add +1.0% | 415,015 | $7.7M |
| Paradiem, LLC | 1.69% | New | 411,874 | $7.7M |
| Colonial Trust Advisors | 0.60% | Add +10.1% | 411,739 | $7.7M |
| Motley Fool Wealth Management, LLC | 0.87% | Reduce -24.2% | 410,629 | $7.7M |
| Sound Stewardship, LLC | 3.50% | Add +258.0% | 409,180 | $7.6M |
| &partners | 0.04% | Add +94.5% | 398,467 | $7.4M |
| Marietta Wealth Management, LLC | 0.88% | Add +5.5% | 396,381 | $7.4M |
| Decker Wealth Management LLC | 1.68% | Add +1.0% | 395,504 | $7.4M |
| ProVise Management Group, LLC | 0.50% | Add +20.9% | 371,318 | $6.9M |
| Ledgewood Wealth Advisors, LLC | 3.85% | Add +15.4% | 366,508 | $6.8M |
| Sowell Financial Services LLC | 0.25% | Add +7.9% | 361,632 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +37.1% | 356,219 | $6.6M |
| Kathmere Capital Management, LLC | 0.41% | Reduce -0.3% | 354,731 | $6.6M |
| Carmel Capital Partners, LLC | 2.37% | Add +7.3% | 351,205 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | New | 339,539 | $6.3M |
| Financial Solutions Advisory Group, Inc. | 0.86% | — | 332,695 | $6.2M |
| AMJ Financial Wealth Management | 1.45% | Reduce -0.4% | 327,509 | $6.1M |
| AA Financial Advisors, LLC | 0.86% | Reduce -24.5% | 327,238 | $6.1M |
| SFE Investment Counsel | 0.97% | Add +5.6% | 324,359 | $6.1M |
| Wilkins Miller Wealth Management, LLC | 3.59% | Add +2.2% | 318,058 | $5.9M |
| Carnegie Investment Counsel | 0.11% | Add +25.5% | 315,132 | $5.9M |
| Parr McKnight Wealth Management Group, LLC | 0.77% | Add +11.5% | 313,815 | $5.9M |
| Morton Community Bank | 1.27% | Add +1.2% | 313,346 | $5.8M |
| Mgo One Seven LLC | 0.12% | Add +4.6% | 312,777 | $5.8M |
| Addison Advisors LLC | 1.28% | Add +6.2% | 311,093 | $5.8M |
| Carroll Advisory Group, LLC | 2.21% | Add +52.7% | 305,272 | $5.7M |
| BCS Wealth Management | 1.08% | Reduce -48.0% | 284,033 | $5.3M |
| Howard Wealth Management, LLC | 2.23% | Add +3.1% | 283,986 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +143.0% | 278,034 | $5.2M |
| Farnam Financial LLC | 4.23% | Add +8.1% | 275,748 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +5.5% | 263,126 | $4.9M |
| Red Spruce Capital, LLC | 1.99% | Add +217.4% | 260,030 | $4.9M |
| NorthAvenue LLC | 3.79% | Add +5.3% | 255,756 | $4.8M |
| Trilogy Capital Inc. | 0.21% | Add +4.1% | 246,956 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +11.2% | 235,211 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +81.2% | 233,209 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +21.2% | 232,238 | $4.3M |
| Hengehold Capital Management LLC | 0.38% | Add +503.0% | 231,301 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +9.8% | 227,402 | $4.3M |
| Horizons Wealth Management | 2.83% | Add +4.7% | 228,195 | $4.3M |
| Colonial Trust Co / SC | 0.58% | Add +9.4% | 227,914 | $4.3M |
| Souders Financial Advisors | 0.48% | Add +1.6% | 227,085 | $4.2M |
| Parisi Gray Wealth Management | 0.99% | Add +54.0% | 223,288 | $4.2M |
| Atria Investments, Inc | 0.05% | Add +2.3% | 219,548 | $4.1M |
| Geneos Wealth Management Inc. | 0.09% | Add +5.6% | 216,047 | $4.0M |
| Coastline Complete Wealth LLC | 2.42% | Add +18.5% | 209,188 | $3.9M |
| Laurel Wealth Advisors LLC | 0.38% | Add +36.4% | 207,386 | $3.9M |
| Citadel Advisors | 0.00% | New | 205,956 | $3.8M |
| Kintra Wealth, LLC | 0.27% | Add +1.5% | 202,742 | $3.8M |
| Novare Capital Management LLC | 0.30% | Add +2.6% | 202,151 | $3.8M |
| Stephens Inc. | 0.05% | Add +8.8% | 198,362 | $3.7M |
| Webster Bank, N. A. | 0.35% | Add +231.9% | 196,660 | $3.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.8% | 195,836 | $3.7M |
| Prospera Financial Services Inc | 0.06% | Add +11.6% | 194,733 | $3.6M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -94.7% | 192,886 | $3.6M |
| Infinity Wealth Counsel, LLC | 3.17% | Add +0.8% | 184,970 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +1.1% | 183,576 | $3.4M |
| S.E.E.D. Planning Group LLC | 0.98% | Add +1.6% | 181,423 | $3.4M |
| Opulen Financial Group LLC | 2.28% | Add +7.7% | 173,869 | $3.2M |
| Old Port Advisors | 0.74% | Add +18.1% | 172,457 | $3.2M |
| Guardian Wealth Advisors, LLC / NC | 0.19% | Add +2.9% | 163,172 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +41.6% | 161,130 | $3.0M |
| Evexia Wealth LLC | 0.78% | Add +16.9% | 152,359 | $2.9M |
| Aspen Investment Management Inc | 0.86% | Add +0.4% | 151,230 | $2.8M |
| AlphaStar Capital Management, LLC | 0.20% | Add +6.3% | 146,023 | $2.7M |
| Ironwood Financial, llc | 0.47% | Reduce -0.0% | 145,218 | $2.7M |
| Keybank National Association | 0.01% | Reduce -37.9% | 141,761 | $2.6M |
| Ellevest, Inc. | 0.36% | Add +0.8% | 137,926 | $2.6M |
| Milestones Private Investment Advisors LLC | 2.26% | Reduce -0.6% | 137,373 | $2.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +50.0% | 136,797 | $2.6M |
| Silverlake Wealth Management LLC | 0.51% | Add +36.3% | 130,080 | $2.4M |
| Oliver Luxxe Assets LLC | 0.36% | Add +4.5% | 129,931 | $2.4M |
| VestGen Advisors, LLC | 0.07% | Add +24.6% | 125,779 | $2.3M |
| Heritage Trust Co | 0.23% | Add +30.6% | 121,581 | $2.3M |
| CRA Financial Services, LLC | 0.29% | Add +61.4% | 121,438 | $2.3M |
| Pacific Wealth Strategies Group, Inc. | 1.34% | Add +38.6% | 114,714 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +3.7% | 114,428 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +13.3% | 113,338 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -43.9% | 112,915 | $2.1M |
| True Vision MN LLC | 1.08% | Add +1.4% | 112,028 | $2.1M |
| Fourpath Capital Management, LLC | 0.30% | Add +50.3% | 110,714 | $2.1M |
| Livet Wealth, LLC | 1.28% | Add +6.2% | 108,092 | $2.0M |
| Legacy Wealth Management, LLC / MS | 0.54% | Add +4.3% | 102,006 | $1.9M |
| Semitam Bonam LLC | 1.54% | Add +9.2% | 101,095 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -89.3% | 94,459 | $1.8M |
| Oder Investment Management, LLC | 1.34% | Add +8.1% | 93,532 | $1.7M |
| Fca Corp. | 0.49% | Add +13.5% | 92,299 | $1.7M |
| Wagner Wealth Management, Corp | 1.53% | Add +254.6% | 91,456 | $1.7M |
| Tempo Wealth, LLC | 0.30% | Add +62.1% | 91,437 | $1.7M |
| G2 Capital Management, LLC / Oh | 0.39% | Add +1.1% | 86,362 | $1.6M |
| Butensky & Cohen Financial Security, Inc. | 0.41% | Add +7.4% | 82,885 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +15.5% | 82,857 | $1.5M |
| Sawgrass Asset Management LLC | 0.23% | Reduce -0.8% | 82,724 | $1.5M |
| ArborFi Advisors, LLC | 1.21% | Add +3.5% | 79,403 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +13.6% | 79,316 | $1.5M |
| River Wealth Advisors LLC | 0.17% | Add +6.0% | 79,090 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 78,375 | $1.5M |
| Matthew Goff Investment Advisor, LLC | 0.24% | Reduce -5.5% | 77,576 | $1.4M |
| Continuum Wealth Advisors, LLC | 0.56% | Add +27.5% | 72,632 | $1.4M |
| Everpar Advisors LLC | 0.46% | Add +7.3% | 71,978 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.2% | 71,362 | $1.3M |
| Apeiron RIA LLC | 0.30% | Add +16.6% | 68,909 | $1.3M |
| Financially in Tune, LLC | 1.09% | Add +276.5% | 68,117 | $1.3M |
| Meridian Financial Partners LLC | 0.48% | Add +258.6% | 67,831 | $1.3M |
| Wingate Wealth Advisors, Inc. | 0.67% | Add +3.1% | 67,547 | $1.3M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | No change | 63,754 | $1.2M |
| Vista Investment Management | 0.40% | Add +12.2% | 63,289 | $1.2M |
| Independence Bank of Kentucky | 0.15% | Add +3.7% | 62,665 | $1.2M |
| Unified Investment Management | 1.20% | Add +2.4% | 62,620 | $1.2M |
| Key Financial Inc | 0.20% | Add +6.2% | 60,947 | $1.1M |
| Creative Planning | 0.00% | Add +9.1% | 60,522 | $1.1M |
| Leo Wealth, LLC | 0.08% | Add +1.1% | 57,645 | $1.1M |
| Segment Wealth Management, LLC | 0.06% | Add +6.7% | 57,575 | $1.1M |
| Apella Capital, LLC | 0.02% | Reduce -3.3% | 54,987 | $1.0M |
| Whitener Capital Management, Inc. | 0.24% | Add +73.5% | 55,305 | $1.0M |
| Hanover Advisors Inc. | 0.42% | Add +8.4% | 55,155 | $1.0M |
| Redwood Financial Network Corp | 0.63% | Add +16.2% | 51,155 | $955K |
| Towne Trust Company, N.A | 0.30% | Add +7.2% | 50,660 | $945K |
| Fifth Third Bancorp | 0.00% | Add +4214.3% | 49,959 | $932K |
| Harbour Investments, Inc. | 0.01% | Add +23.5% | 49,932 | $932K |
| Cordatus Wealth Management LLC | 0.22% | Add +14.1% | 49,925 | $932K |
| Capital Analysts, LLC | 0.02% | Reduce -1.7% | 48,941 | $913K |
| Western Financial Corp | 0.35% | Reduce -4.1% | 48,147 | $898K |
| RPg Family Wealth Advisory, LLC | 0.19% | Add +17.7% | 48,010 | $896K |
| Net Worth Advisory Group | 0.18% | Add +33.5% | 47,826 | $892K |
| Redmond Asset Management, LLC | 0.24% | Add +5.2% | 47,787 | $892K |
| 4Thought Financial Group Inc. | 0.43% | Add +6.9% | 46,259 | $863K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +46.0% | 45,030 | $840K |
| Allworth Financial LP | 0.00% | Add +1.1% | 44,506 | $831K |
| Newport Capital Group, LLC | 0.48% | No change | 41,800 | $780K |
| First Command Advisory Services, Inc. | 0.01% | Add +9.3% | 41,541 | $775K |
| Cypress Wealth Services, LLC | 0.11% | Reduce -11.9% | 40,967 | $764K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 40,116 | $756K |
| Kingsview Wealth Management, LLC | 0.01% | Add +8.7% | 40,201 | $750K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -18.7% | 39,619 | $739K |
| Coordinated Financial Services, Inc. | 0.41% | Add +0.3% | 37,198 | $694K |
| SJS Investment Consulting Inc. | 0.08% | Add +65.1% | 36,807 | $687K |
| American Institute for Advanced Investment Management, LLP | 0.44% | Add +21.4% | 36,390 | $679K |
| JM2 Capital Inc. | 0.56% | Add +6.0% | 36,346 | $678K |
| Vantage Point Financial LLC | 0.24% | Add +0.4% | 35,911 | $670K |
| Accurate Wealth Management, LLC | 0.08% | Add +23.4% | 35,809 | $670K |
| Hobbs Group Advisors, LLC | 0.20% | Add +0.9% | 35,652 | $665K |
| Golden Reserve Retirement LLC | 0.13% | Add +131.5% | 34,729 | $648K |
| Brown Advisory Inc. | 0.00% | Reduce -2.3% | 34,140 | $637K |
| HB Wealth Management, LLC | 0.00% | Add +6.6% | 33,958 | $634K |
| Allen Capital Group, LLC | 0.06% | Reduce -6.8% | 33,031 | $616K |
| Genesis Wealth Advisors, LLC | 0.40% | No change | 32,350 | $604K |
| Goodman Financial Corp | 0.10% | No change | 31,634 | $590K |
| Cerity Partners LLC | 0.00% | No change | 31,165 | $582K |
| Montag A & Associates Inc. | 0.03% | Reduce -20.2% | 31,108 | $580K |
| XY Planning Network, Inc. | 0.09% | Reduce -59.3% | 30,693 | $573K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.6% | 29,428 | $549K |
| Insight Wealth Partners, LLC | 0.22% | Add +0.9% | 28,875 | $539K |
| Mission Wealth Management, LP | 0.01% | New | 28,473 | $531K |
| Mariner, LLC | 0.00% | Add +15.8% | 28,188 | $526K |
| Principal Securities, Inc. | 0.01% | Reduce -4.5% | 28,182 | $526K |
| Private Trust Co. NA | 0.05% | Add +195.7% | 27,819 | $519K |
| Axis Wealth Partners, LLC | 0.27% | Reduce -0.3% | 27,676 | $516K |
| United Capital Financial Advisors, LLC | 0.00% | Add +44.5% | 27,684 | $516K |
| Kessler Investment Group, LLC | 0.24% | Add +0.3% | 27,510 | $513K |
| Old National Bancorp | 0.01% | New | 26,892 | $502K |
| Wealth Quarterback LLC | 0.20% | Add +20.7% | 26,574 | $496K |
| First Fiduciary Investment Counsel, Inc. | 0.10% | No change | 26,265 | $490K |
| Waverly Advisors, LLC | 0.00% | Add +2.4% | 25,868 | $483K |
| Roundview Capital LLC | 0.03% | No change | 25,349 | $473K |
| Aprio Wealth Management, LLC | 0.03% | Add +34.2% | 24,802 | $463K |
| Sensible Money, LLC | 0.14% | Add +6.0% | 24,750 | $462K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.3% | 24,674 | $460K |
| Global Wealth Strategies & Associates | 0.11% | Reduce -20.3% | 23,391 | $436K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 23,208 | $433K |
| World Equity Group, Inc. | 0.11% | No change | 23,018 | $430K |
| First Horizon Corp. | 0.02% | Reduce -1.2% | 22,860 | $427K |
| Bluespring Wealth Management, LLC | 0.04% | Add +36.3% | 22,734 | $424K |
| Brown Financial Advisory | 0.21% | No change | 22,730 | $424K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.9% | 22,688 | $423K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 22,380 | $418K |
| Summit Financial, LLC | 0.01% | Add +14.1% | 22,370 | $417K |
| Western Wealth Management, LLC | 0.02% | Add +3.2% | 22,355 | $417K |
| Independent Financial Group, LLC | 0.01% | Add +0.1% | 21,956 | $410K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | Add +0.7% | 21,605 | $403K |
| Pinnacle Financial Group, LLC / IL | 0.11% | Add +0.2% | 20,749 | $387K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.9% | 20,309 | $379K |
| Bitterroot Capital Advisors LLC | 0.23% | Add +0.6% | 20,194 | $377K |
| Meriwether Wealth & Planning, LLC | 0.20% | New | 19,338 | $361K |
| AQR Capital Management | 0.00% | Reduce -8.3% | 19,105 | $357K |
| Berger Financial Group, Inc | 0.02% | No change | 18,659 | $348K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +7.0% | 18,549 | $346K |
| Larson Financial Group LLC | 0.01% | Add +0.9% | 18,413 | $344K |
| YANKCOM Partnership | 0.14% | No change | 17,973 | $335K |
| OneDigital Investment Advisors LLC | 0.00% | New | 17,869 | $333K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.0% | 17,871 | $333K |
| Legacy Wealth Partners, LLC | 0.08% | Reduce -4.2% | 17,825 | $333K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 16,628 | $310K |
| Tassel Capital Management, Inc. | 0.17% | Add +0.9% | 16,579 | $309K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 16,573 | $309K |
| ASL Financial, LLC | 0.24% | No change | 16,070 | $300K |
| Venture Visionary Partners LLC | 0.01% | Add +2.6% | 15,767 | $294K |
| Crews Bank & Trust | 0.04% | No change | 15,500 | $289K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 15,116 | $282K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.4% | 15,073 | $281K |
| Strathmore Capital Advisors, Inc. | 0.08% | No change | 14,750 | $276K |
| RVW Wealth, LLC | 0.02% | Add +9.9% | 14,413 | $269K |
| DAVENPORT & Co LLC | 0.00% | No change | 14,143 | $264K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.1% | 13,893 | $259K |
| Ascentis Independent Advisors | 0.02% | New | 13,828 | $258K |
| Flaharty Asset Management, LLC | 0.03% | No change | 13,600 | $254K |
| Quartz Partners, LLC | 0.10% | Reduce -12.0% | 13,518 | $252K |
| Savvy Advisors, Inc. | 0.01% | New | 12,587 | $235K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.07% | Reduce -3.8% | 12,557 | $234K |
| Cibc World Market Inc. | 0.00% | No change | 12,000 | $224K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,949 | $223K |
| Dover Advisors, LLC | 0.09% | No change | 11,929 | $223K |
| CreativeOne Wealth, LLC | 0.01% | Add +5.3% | 11,833 | $221K |
| Integris Wealth Management, LLC | 0.05% | Add +1.1% | 11,802 | $220K |
| Foundry Financial Group, Inc. | 0.11% | No change | 11,780 | $220K |
| Savant Capital, LLC | 0.00% | New | 11,730 | $219K |
| Clearstead Trust, LLC | 0.04% | Reduce -4.0% | 11,714 | $219K |
| Strid Group, LLC | 0.03% | New | 11,695 | $218K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +1.7% | 11,601 | $216K |
| Bill Few Associates, Inc. | 0.05% | No change | 11,600 | $216K |
| Valmark Advisers, Inc. | 0.00% | New | 11,539 | $215K |
| Cambridge Financial Group, LLC | 0.07% | Reduce -0.6% | 11,534 | $215K |
| Claris Financial LLC | 0.12% | Add +0.5% | 11,515 | $215K |
| Benjamin Edwards Inc. | 0.00% | No change | 11,507 | $215K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -17.4% | 11,340 | $212K |
| Darden Wealth Group Inc | 0.10% | No change | 11,000 | $205K |
| GTS Securities LLC | 0.01% | Reduce -49.7% | 10,990 | $205K |
| Level Four Advisory Services, LLC | 0.01% | New | 10,911 | $204K |
| Certified Advisory Corp | 0.02% | Reduce -15.7% | 10,816 | $202K |
| Members Wealth LLC | 0.12% | No change | 10,803 | $202K |
| Commonwealth Financial Services, LLC | 0.03% | Add +1.0% | 10,694 | $200K |
| Morris Financial Concepts, Inc. | 0.07% | No change | 10,605 | $198K |
| Virtue Asset Management LLC | 0.15% | New | 10,174 | $190K |
| Advisory Services Network, LLC | 0.00% | Reduce -58.7% | 8,079 | $151K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 7,611 | $142K |
| US Bancorp \de | 0.00% | Add +98.7% | 6,664 | $124K |
| Westside Investment Management, Inc. | 0.02% | No change | 6,208 | $116K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.1% | 6,024 | $112K |
| AE Wealth Management LLC | 0.00% | Add +354.0% | 6,020 | $112K |
| Davis Capital Management | 0.07% | Reduce -3.1% | 5,701 | $106K |
| United Community Bank | 0.03% | New | 5,500 | $103K |
| IFP Advisors, Inc | 0.00% | Add +61.0% | 5,015 | $94K |
| Rockefeller Capital Management L.P. | 0.00% | Add +110.0% | 4,857 | $91K |
| AdvisorNet Financial, Inc | 0.00% | No change | 4,415 | $82K |
| Marquette Asset Management, LLC | 0.01% | Add +0.3% | 4,372 | $82K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 4,286 | $80K |
| Advisortrust Partners, LLC | 0.03% | New | 3,974 | $74K |
| FMR LLC | 0.00% | Reduce -18.6% | 3,618 | $68K |
| Eastern Bank | 0.00% | Reduce -17.3% | 3,574 | $67K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,394 | $63K |
| JPL Wealth Management, LLC | 0.01% | New | 3,355 | $63K |
| International Assets Investment Management, LLC | 0.00% | No change | 3,179 | $59K |
| Ancora Advisors LLC | 0.00% | Reduce -83.0% | 2,765 | $52K |
| Old Second National Bank of Aurora | 0.01% | No change | 2,658 | $50K |
| CX Institutional | 0.00% | Add +1.1% | 2,448 | $46K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +0.2% | 2,415 | $45K |
| Topsail Wealth Management, LLC | 0.01% | Add +60.0% | 2,400 | $45K |
| IFG Advisory, LLC | 0.11% | New | 2,100 | $39K |
| Intentional Wealth Strategies, LLC | 0.03% | — | 2,005 | $37K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,825 | $34K |
| AlphaCore Capital LLC | 0.00% | No change | 1,806 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +334.9% | 1,792 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.2% | 1,557 | $29K |
| GAMMA Investing LLC | 0.00% | Add +1.1% | 1,403 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 1,327 | $25K |
| Smithfield Trust Co | 0.00% | No change | 1,150 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 1,056 | $20K |
| City State Bank | 0.01% | New | 1,056 | $20K |
| Lanark Financial, Inc. | 0.00% | Add +1.4% | 732 | $14K |
| Rossby Financial, LCC | 0.00% | Add +89.2% | 683 | $13K |
| BankPlus Trust Department | 0.00% | New | 534 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 392 | $7K |
| MidFirst Bank | 0.00% | New | 392 | $7K |
| Community Bank, N.A. | 0.00% | No change | 380 | $7K |
| RHL Group, LLC | 0.01% | No change | 374 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.2% | 345 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 343 | $6K |
| First PREMIER Bank | 0.00% | No change | 220 | $4K |
| Spire Wealth Management | 0.00% | No change | 183 | $3K |
| Lummis Asset Management, LP | 0.00% | No change | 162 | $3K |
| Imprint Wealth LLC | 0.01% | No change | 140 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 94 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 79 | $1K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.7% | 59 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 45 | $840 |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -65.8% | 13 | $243 |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.