INVES BS 2027 TB ETF (BSGR) Institutional Ownership and Insiders Activity

INVES BS 2027 TB ETF (BSGR) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $699,004 based on SEC Form 13F filings for the quarter ended September 30, 2026.

Graves Light Lenhart Wealth, Inc. is the largest disclosed holder, reporting approximately $454,014 in BSGR holdings in its latest filing.

Institutional ownership remains highly concentrated, with Graves Light Lenhart Wealth, Inc. representing the majority of disclosed value.

Institutional Holders

3

Total Reported Value

$699,004

Largest Holder

Graves Light Lenhart Wealth, Inc.

Largest Position

$454,014

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

2

Funds Exiting Positions

0

Top Institutional Owners

View all
InvestorReported Balance