Inves Bltshrs 2035 MB ETF (BSMZ)

CUSIP: 46138J353 | NYSE | 46 institutional holders

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Institutional Holders — Q3 2026

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LPL Financial LLC245,457

0.0% of portfolio$5.8M

Confluence Investment Management LLC188,932

0.1% of portfolio$4.4M

HighTower Advisors, LLC168,461

0.0% of portfolio$4.0M

IFP Advisors, Inc51,200

0.0% of portfolio$1.2M

Key FInancial Inc37,550

0.1% of portfolio$883.6K

Tassel Capital Management, Inc.34,419

0.4% of portfolio$810.0K

Kestra Advisory Services, LLC30,958

0.0% of portfolio$728.5K

Moneco Advisors, LLC27,463

0.0% of portfolio$646.3K

MGO One Seven LLC21,763

0.0% of portfolio$512.1K

Clark Asset Management, LLC20,731

0.0% of portfolio$487.9K

J.W. Cole Advisors, Inc.20,634

0.0% of portfolio$485.6K

D.A. Davidson & Co.13,993

0.0% of portfolio$329.3K

Jacobi Capital Management LLC13,550

0.0% of portfolio$318.9K

Addison Advisors LLC11,104

0.1% of portfolio$261.3K

Cookson Peirce & Co Inc10,101

0.0% of portfolio$237.7K

Bill Few Associates, Inc.9,870

0.0% of portfolio$232.3K

CGN Advisors LLC9,119

0.0% of portfolio$214.6K

Asset Dedication, LLC8,069

0.0% of portfolio$189.9K

IFG Advisory, LLC5,900

0.0% of portfolio$138.8K

Root Financial Partners, LLC132

0.0% of portfolio$3.1K

				Style	Turnover	Location	Filed
LPL Financial LLC	245,457	$5.8M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Confluence Investment Management LLC	188,932	$4.4M	0.1%	Value	Medium	St. Louis, MO	2026-10-01
HighTower Advisors, LLC	168,461	$4.0M	0.0%	Index	Low	Chicago, IL	2026-11-10
IFP Advisors, Inc	51,200	$1.2M	0.0%	Core	Low	Tampa, FL	2026-10-16
Key FInancial Inc	37,550	$883.6K	0.1%	ETF	Low	West Chester, PA	2026-11-02
Tassel Capital Management, Inc.	34,419	$810.0K	0.4%	ETF	Low	Matthews, NC	2026-10-20
Kestra Advisory Services, LLC	30,958	$728.5K	0.0%	Index	Low	Austin, TX	2026-11-02
Moneco Advisors, LLC	27,463	$646.3K	0.0%	ETF	Low	Fairfield, CT	2026-11-05
MGO One Seven LLC	21,763	$512.1K	0.0%	Core	Low	Beachwood, OH	2026-10-28
Clark Asset Management, LLC	20,731	$487.9K	0.0%	ETF	Very Low	Stratham, NH	2026-10-19
J.W. Cole Advisors, Inc.	20,634	$485.6K	0.0%	Core	Low	Tampa, FL	2026-11-05
D.A. Davidson & Co.	13,993	$329.3K	0.0%	Core	Low	Great Falls, MT	2026-10-28
Jacobi Capital Management LLC	13,550	$318.9K	0.0%	Core	Low	Pittston, PA	2026-11-05
Addison Advisors LLC	11,104	$261.3K	0.1%	ETF	Very Low	Middlebury, VT	2026-11-06
Cookson Peirce & Co Inc	10,101	$237.7K	0.0%	Growth	High	Pittsburgh, PA	2026-10-30
Bill Few Associates, Inc.	9,870	$232.3K	0.0%	Core	Very Low	Sewickley, PA	2026-10-09
CGN Advisors LLC	9,119	$214.6K	0.0%	ETF	Low	Manhattan, KS	2026-10-21
Asset Dedication, LLC	8,069	$189.9K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
IFG Advisory, LLC	5,900	$138.8K	0.0%	ETF	Low	Atlanta, GA	2026-11-09
Root Financial Partners, LLC	132	$3.1K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21