Invesco Bulletshares 2027 Mb
$23.57-0.1%
+$23.2M
Net Activity
+10.15% total shares
Institutions Holding
146
Popularity Rank
#3748
Avg Weight
0.10%
Total Value
$244.7M
146 institutions currently hold BSMR, with 84 net buyers and 40 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
40
Net Buying Institutions
84
Top 5 by Value
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Across its top 20 institutional holders, BSMR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 30/100).
BSMR ranks #3748 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
146 institutions disclose a position in BSMR, but none treat it as a major bet — even Key FInancial Inc, its most concentrated holder, allocates just 1.4% of its own portfolio to it.
Bank Of America CORP /de/ has added to its BSMR position for two straight quarters, increasing it by $4.6M to reach $11.4M today.
Sanctuary Advisors, LLC has trimmed its BSMR position for two straight quarters, cutting it by $3.5M while still holding $911.3K.
BSMR is down 0.1% today, but institutions show net buying of $23.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$40.7M
Total Buy Value
$15.3M
Total Sell Value
84
Net Buyers
40
Net Sellers
BSMR
Q2 2026
Top 5 Institutional Movers
+$5.1M
-$2.8M
-$2.7M
+$2.5M
BSMR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46138J494
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Access BSMR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BSMRCLI
npx alphasmo stocks get BSMR