Who Owns INVESCO BULLETSHARES 2034 MUNICIPAL BOND ETF (BSMY)? -- Institutional Holders (2026-06-30)

55 institutions reported holding $78.0M of INVESCO BULLETSHARES 2034 MUNICIPAL BOND ETF (BSMY) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($7.5M), RAYMOND JAMES FINANCIAL INC ($6.9M), LPL Financial LLC ($6.9M), BCS Wealth Management ($5.8M), Atlantic Union Bankshares Corp ($4.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$7.5M	303,465	Trimmed
2	RAYMOND JAMES FINANCIAL INC	$6.9M	280,417	Trimmed
3	LPL Financial LLC	$6.9M	279,144	Added
4	BCS Wealth Management	$5.8M	234,983	Added
5	Atlantic Union Bankshares Corp	$4.8M	192,723	Added
6	Lido Advisors, LLC	$3.5M	140,228	New
7	Hills Bank & Trust Co	$3.3M	134,061	Added
8	NESTEGG ADVISORS, INC.	$3.1M	124,044	Added
9	BANK OF AMERICA CORP /DE/	$3.0M	122,603	Added
10	Envision Financial Planning, LLC	$3.0M	122,522	Added
11	HighTower Advisors, LLC	$3.0M	121,349	Added
12	D.A. DAVIDSON & CO.	$2.5M	102,325	Added
13	Invesco Ltd.	$2.4M	96,218	Added
14	Kestra Advisory Services, LLC	$2.0M	81,720	Added
15	MORGAN STANLEY	$1.4M	55,820	Added
16	MONECO Advisors, LLC	$1.3M	51,523	Added
17	STIFEL FINANCIAL CORP	$1.3M	50,886	Trimmed
18	OSAIC HOLDINGS, INC.	$1.2M	48,934	Added
19	Clark Asset Management, LLC	$1.1M	46,519	Added
20	Elequin Capital, LP	$1.0M	42,043	New
21	ENVESTNET ASSET MANAGEMENT INC	$970,815	39,382	Added
22	Key Financial Inc	$878,079	35,620	Added
23	Jacobi Capital Management LLC	$861,563	34,950	Added
24	PRECEDENT WEALTH PARTNERS, LLC	$842,434	34,174	Added
25	UBS Group AG	$731,099	29,658	Added

Source: SEC Form 13F filings · as of 2026-06-30