BSGR Institutional Ownership & Shareholders
INVES BS 2027 TB ETF (BSGR) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $699,004 based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Graves Light Lenhart Wealth, Inc. is currently the largest disclosed institutional shareholder of BSGR tracked by InsiderSet, reporting ownership valued at approximately $454,014 in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $454,931.9, representing an estimated gain of +0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BSGR value among the investors covered in this analysis. Major shareholders include Graves Light Lenhart Wealth, Inc., Citadel Advisors Llc, Asset Dedication, Llc, and several other long-term asset managers with concentrated positions in INVES BS 2027 TB ETF (BSGR).
This page ranks the largest institutional BSGR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
3
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Graves Light Lenhart Wealth, Inc. | 0.04% | 18,190 | $454,014 | $454,932 | +$918 | +0.20% | |
| Citadel Advisors Llc | 0.00% | 9,773 | $244,814 | $244,423 | -$391 | -0.16% | |
| Asset Dedication, Llc | 0.00% | 7 | $176 | $175 | -$1 | -0.53% |
Frequently asked questions about BSGR
Who are the largest institutional holders of BSGR?
The largest institutional holders of BSGR reported in the latest SEC Form 13F filings include Graves Light Lenhart Wealth, Inc., Citadel Advisors Llc, and Asset Dedication, Llc. InsiderSet ranks institutional holders by their latest reported BSGR position.
What is BSGR institutional ownership?
This page tracks BSGR positions reported by institutional investment managers through SEC Form 13F. INVES BS 2027 TB ETF (BSGR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSGR?
InsiderSet currently tracks 3 institutional managers reporting BSGR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BSGR shareholders.
How much BSGR stock do institutions own?
Institutional investment managers disclosed approximately $699,004 in BSGR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSGR institutional ownership last updated?
The latest BSGR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BSGR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BSGR position after the reporting date.
Are institutions buying or selling BSGR?
Institutional buying and selling can be analyzed by comparing BSGR positions across consecutive 13F reporting periods. InsiderSet's BSGR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSGR ownership changes.
How has BSGR institutional ownership changed over time?
InsiderSet tracks BSGR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.