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Inves BS 2027 TB ETF (BSGR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Graves Light Lenhart Wealth, Inc.
NEW
Shares18,190
Change+18,190
Value$454.0K
Filed 2026-10-09
Key FInancial Inc
NEW
Shares2,900
Change+2,900
Value$72.4K
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares1,209 from 7
Change+1,202 (+17171%)
Value$30.2K (+$30.0K)
Filed 2026-11-03
Larson Financial Group LLC
NEW
Shares108
Change+108
Value$2.7K
Filed 2026-11-05
Citadel Advisors LLC
N/A
Shares— from 9,773
Change-9,773 (-100%)
Value—
Status
Graves Light Lenhart Wealth, Inc.
NEW18,190—+18,190——$454.0K—2026-10-09
Key FInancial Inc
NEW2,900—+2,900——$72.4K—2026-11-02
Asset Dedication, LLC
INCREASED1,2097+1,202+17171%$176$30.2K+$30.0K2026-11-03
Larson Financial Group LLC
NEW108—+108——$2.7K—2026-11-05
Citadel Advisors LLC
N/A—9,773-9,773-100%$244.8K———
Showing 5 of 5 institutions