BSMR
Invesco BulletShares 2027 Municipal Bond ETF$23.75+0.03 (+0.13%)Financial ServicesNASDAQ
Institutional Holders
50
as of Q4 2025
Total Shares Held
4.9888106155028443e+269B
Total Value
$1.1806092510913e+196T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Farmers National Bank | 49,888 | $1.2B | 0.26% | Share |
| 2 | Farmers National Bank | 1,061 | $25.1M | 0.01% | Share |
| 3 | MORGAN STANLEY | 550,284 | $13.0M | 0.00% | Share |
| 4 | LPL Financial LLC | 445,800 | $10.0M | 0.00% | Share |
| 5 | Invesco Ltd. | 369,828 | $8.8M | 0.00% | Share |
| 6 | WELLS FARGO & COMPANY/MN | 379,230 | $8.0M | 0.00% | Share |
| 7 | Key FInancial Inc | 308,789 | $7.3M | 1.33% | Share |
| 8 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 243,914 | $5.8M | 0.09% | Share |
| 9 | BANK OF AMERICA CORP /DE/ | 215,272 | $5.0M | 0.00% | Share |
| 10 | Summit Financial, LLC | 214,389 | $5.0M | 0.07% | Share |
| 11 | Hills Bank & Trust Co | 206,566 | $4.9M | 0.28% | Share |
| 12 | UBS Group AG | 196,395 | $4.6M | 0.00% | Share |
| 13 | Avior Wealth Management, LLC | 191,201 | $4.5M | 0.14% | Share |
| 14 | Atlantic Union Bankshares Corp | 189,885 | $4.5M | 0.08% | Share |
| 15 | Sanctuary Advisors, LLC | 187,131 | $4.4M | 0.02% | Share |
| 16 | CENTRAL VALLEY ADVISORS, LLC | 184,260 | $4.4M | 1.30% | Share |
| 17 | Sanctuary Advisors, LLC | 182,591 | $4.3M | 0.03% | Share |
| 18 | Sanctuary Advisors, LLC | 182,591 | $4.3M | 0.03% | Share |
| 19 | Sanctuary Advisors, LLC | 182,285 | $4.3M | 0.03% | Share |
| 20 | NewEdge Advisors, LLC | 182,828 | $4.0M | 0.01% | Share |
| 21 | Integrated Wealth Concepts LLC | 172,150 | $4.0M | 0.05% | Share |
| 22 | PRECEDENT WEALTH PARTNERS, LLC | 157,893 | $3.7M | 0.78% | Share |
| 23 | Elequin Capital, LP | 155,296 | $3.7M | 0.27% | Share |
| 24 | Asset Dedication, LLC | 138,717 | $3.3M | 0.22% | Share |
| 25 | MONECO ADVISORS, LLC | 135,239 | $3.2M | 0.25% | Share |
| 26 | HighTower Advisors, LLC | 159,532 | $3.0M | 0.00% | Share |
| 27 | RAYMOND JAMES FINANCIAL INC | 132,637 | $3.0M | 0.00% | Share |
| 28 | Kathmere Capital Management, LLC | 126,137 | $3.0M | 0.20% | Share |
| 29 | SIGNATUREFD, LLC | 87,580 | $2.1M | 0.03% | Share |
| 30 | VestGen Advisors, LLC | 96,557 | $2.0M | 0.09% | Share |
| 31 | THRIVENT FINANCIAL FOR LUTHERANS | 87,660 | $2.0M | 0.00% | Share |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 115,573 | $2.0M | 0.00% | Share |
| 33 | MML INVESTORS SERVICES, LLC | 88,021 | $2.0M | 0.00% | Share |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 110,614 | $2.0M | 0.00% | Share |
| 35 | OSAIC HOLDINGS, INC. | 121,786 | $2.0M | 0.00% | Share |
| 36 | Focus Partners Wealth | 111,898 | $2.0M | 0.00% | Share |
| 37 | Cornerstone Wealth Management, LLC | 68,125 | $1.6M | 0.08% | Share |
| 38 | Paulson Wealth Management Inc. | 59,676 | $1.4M | 0.33% | Share |
| 39 | Farnam Financial LLC | 47,340 | $1.1M | 0.84% | Share |
| 40 | PAX Financial Group, LLC | 47,046 | $1.1M | 0.19% | Share |
| 41 | Clark Asset Management, LLC | 46,892 | $1.1M | 0.12% | Share |
| 42 | STIFEL FINANCIAL CORP | 76,605 | $1.0M | 0.00% | Share |
| 43 | CAPTRUST FINANCIAL ADVISORS | 47,141 | $1.0M | 0.00% | Share |
| 44 | Equitable Holdings, Inc. | 67,207 | $1.0M | 0.01% | Share |
| 45 | BANK OF AMERICA CORP /DE/ | 69,439 | $1.0M | 0.00% | Share |
| 46 | JONES FINANCIAL COMPANIES LLLP | 55,736 | $1.0M | 0.00% | Share |
| 47 | ROYAL BANK OF CANADA | 64,916 | $1.0M | 0.00% | Share |
| 48 | WELLS FARGO & COMPANY/MN | 70,115 | $1.0M | 0.00% | Share |
| 49 | AMERIPRISE FINANCIAL INC | 75,021 | $1.0M | 0.00% | Share |
| 50 | Aptus Capital Advisors, LLC | 43,361 | $1.0M | 0.01% | Share |