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 allInvestorReported Balance
- Graves Light Lenhart Wealth, Inc.$454,014
- Citadel Advisors Llc$244,814
- Asset Dedication, Llc$176