Catatan efek
BSCT
Invesco BulletShares 2029 Corporate Bond ETF · Financial Services · Asset Management - Bonds
38Pemegang yang dilacak
-1Δ pemegang
57.50MSaham yang dipegang
$1.07BNilai yang dilaporkan
+1Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -2.6% ·
aliran saham +5.1% ·
posisi baru bersih -2.6%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -1 | 57.50M | $1.07B | +1 | −2 |
| Q1 2026 | 40 | +1 | 55.18M | $1.03B | +2 | −1 |
| Q4 2025 | 39 | -1 | 51.39M | $967.78M | — | −1 |
| Q3 2025 | 6 | +2 | 7.88M | $148.30M | +2 | — |
| Q2 2025 | 1 | — | 561 | $10,491 | — | — |
| Q3 2024 | 1 | 0 | 382.52K | $7.20M | — | — |
| Q2 2024 | 1 | — | 211.93K | $3.85M | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.60M | +7.4% | $178.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.60M | +7.4% | $178.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.60M | +7.4% | $178.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 6.87M | +0.3% | $127.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 6.87M | +0.3% | $127.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Lido Advisors, LLC | 5.82M | -8.2% | $108.20M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 7 | Lido Advisors, LLC | 5.82M | -8.2% | $108.20M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.45M | +15.6% | $101.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.45M | +15.6% | $101.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 5.42M | +14.1% | $100.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 3.66M | +4.9% | $67.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 3.66M | +4.9% | $67.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 3.60M | +13.3% | $66.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Invesco Ltd. | 3.60M | +13.3% | $66.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 2.79M | +8.4% | $51.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.75M | +12.5% | $51.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.75M | +12.5% | $51.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 2.27M | +7.0% | $42.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 1.57M | +1.3% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.46M | +0.6% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.46M | +0.6% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.46M | +0.6% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 1.20M | +30.4% | $22.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 1.20M | +30.4% | $22.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 1.04M | +24.8% | $19.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 668.41K | +13.6% | $12.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 668.41K | +13.6% | $12.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 658.47K | +24.7% | $12.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 646.23K | +41.6% | $12.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 376.91K | +5.8% | $7.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 299.74K | +29.1% | $5.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 277.63K | +145.0% | $5.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 197.44K | +22.5% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 176.13K | -14.5% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 145.35K | -47.7% | $2.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 145.35K | -47.7% | $2.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 145.35K | -47.7% | $2.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 106.49K | -5.7% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 90.24K | +13.8% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 78.60K | -16.8% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Fifth Third Bancorp | 52.05K | +4.2% | $966,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Creative Planning | 47.94K | -20.8% | $890,406 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mariner, LLC | 44.43K | +57.6% | $825,328 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mariner, LLC | 44.43K | +57.6% | $825,328 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Jane Street Group, Llc | 31.04K | Baru | $576,494 | 0.0% | New | 1 | SEC ↗ |
| 46 | Cerity Partners LLC | 30.00K | -3.7% | $557,250 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Brown Advisory Inc | 23.94K | -29.9% | $444,648 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 19.11K | 0.0% | $354,875 | 0.0% | Held | 4 | SEC ↗ |
| 49 | Cibc World Market Inc. | 12.00K | 0.0% | $222,900 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 6.66K | 0.0% | $123,784 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 2.52K | -30.2% | $46,902 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.05K | +31.9% | $38,126 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 869 | -82.1% | $16,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Jane Street Group, Llc | $576,494 | 0.0% |
Telah keluar
| Focus Partners Wealth | $13.73M | adalah 0.0% |
| Susquehanna International… | $6.34M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 338 pemegang, 116.41M saham, $2.12B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API