13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
BSCR

INVESCO BULLETSHARES 2027 CORP BOND

417 institutions still hold INVESCO BULLETSHARES 2027 CORP BOND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138j783·417 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.5%
vs prior quarter
13F value held
$2.8B
54.0% inst. owned
of float
Holders
417
+130 QoQ
filers reporting
Activity
+15 / −24
+857 added · −904 reduced
this quarter
Concentration
50.19%
Lido Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

417 institutions reported BSCR in Q1 2026. Lido Advisors, LLC leads at 50.2% of the visible book. +130 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Lido Advisors, LLC
CIK 0001650150
$1.4B70.7M4.28%Q1 202602
MORGAN STANLEY
CIK 0000895421
$202M10.3M0.01%Q1 202603
UBS Group AG
CIK 0001610520
$162M8.2M0.02%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$143M7.3M0.03%Q1 202605
LPL Financial LLC
CIK 0001403438
$141M7.2M0.04%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$118M6.0M0.04%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$110M5.6M0.01%Q1 202608
Invesco Ltd.
CIK 0000914208
$72M3.7M0.01%Q1 202609
MAI Capital Management
CIK 0001040197
$60M3.1M0.34%Q1 202610
Hills Bank & Trust Co
CIK 0001309148
$52M2.6M2.51%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$47M2.4M0.01%Q1 202612
Avior Wealth Management, LLC
CIK 0001599868
$43M2.2M1.23%Q1 202613
SNS Financial Group, LLC
CIK 0001557485
$38M1.9M3.24%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$35M1.8M0.10%Q1 202615
DAVIS R M INC
CIK 0000891287
$34M1.7M0.60%Q1 202616
Brookstone Capital Management
CIK 0001599584
$30M1.5M0.34%Q1 202617
MONECO Advisors, LLC
CIK 0001765690
$27M1.4M2.09%Q1 202618
TLWM
CIK 0001732537
$26M1.3M4.65%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$26M1.3M0.04%Q1 202620
Anchor Investment Management, LLC
CIK 0001634149
$24M1.2M2.01%Q1 2026
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