Stock ownership · SEC 13F · Q3 2025

INVSC BULLETSH 2025 CRP BND ETF IV

Who owns INVSC BULLETSH 2025 CRP BND ETF IV (CUSIP 46138J825)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$29.9M
Reported value
5
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, INVSC BULLETSH 2025 CRP BND ETF IV ranks #280 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $29.9M as of Q3 2025, with ownership dominated by its top few institutional owners.

5
institutions hold it
$29.9M
reported 13F value
100%
held by top 5
#280
of 775 by value

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, INVSC BULLETSH 2025 CRP BND ETF IV ranks #280 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46138J825 · Q3 2025 $30M reported

VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID

  • VALUE-MID #280/775
  • HOLDERS-FOCUS 5 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH SPDR SERIES TRUST
  • ACTIVITY-MID 5 new
  • BOOK-MID 7Q history

Photo-finish peer on reported value: SPDR SERIES TRUST

Read with: Ownership concentration guide - INVSC BULLETSH 2025 CRP BND ETF IV's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · INVSC BULLETSH 2025 CRP BND ETF IV

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

SCHWAB CHARLES · near$30MISHARES IBOXX INVT G… · near$30MINVSC BULLETSH 2025… · this …$30MSPDR SERIES TRUST · near$30MPACER FDS TR · near$29M
Aggregate reported institutional value ($)
Largest institutional holders of INVSC BULLETSH 2025 CRP BND ETF IV
  1. 1
    Asset Dedication, LLC $28.6M
  2. 2
    Vermillion & White Wealth Management Group, LLC $606K
  3. 3
    Newport Capital Group, LLC $553K
  4. 4
    CIBC Private Wealth Group LLC $88K
  5. 5
    JPMORGAN CHASE & CO $26K

Top 5 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a INVSC BULLETSH 2025 CRP BND ETF IV position has risen from 1 to 5 over the last 7 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 5
Distinct 13F filers holding INVSC BULLETSH 2025 CRP BND ETF IV, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Asset Dedication, LLC 1,381,651 $28.6M 95.7%
2 Vermillion & White Wealth Management Group, LLC 29,287 $606K 2.0%
3 Newport Capital Group, LLC 26,720 $553K 1.9%
4 CIBC Private Wealth Group LLC 4,256 $88K 0.3%
5 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 1,278 $26K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVSC BULLETSH 2025 CRP BND ETF IV's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
99.9%
Shared-defined discretion (DFND)
0.1%

Latest Quarter Activity · Q3 2025

New positions (5)

Asset Dedication, LLC $28.6M
Vermillion & White Wealth Management Group, LLC $606K
Newport Capital Group, LLC $553K
CIBC Private Wealth Group LLC $88K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $26K

Complete exits (2)

SILVERLAKE WEALTH MANAGEMENT LLC exited
THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold INVSC BULLETSH 2025 CRP BND ETF IV?▼
INVSC BULLETSH 2025 CRP BND ETF IV is held by 5 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
Where does INVSC BULLETSH 2025 CRP BND ETF IV sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, INVSC BULLETSH 2025 CRP BND ETF IV ranks #280 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of INVSC BULLETSH 2025 CRP BND ETF IV?▼
Institutions report $29.9M of INVSC BULLETSH 2025 CRP BND ETF IV as of Q3 2025.
How concentrated is ownership of INVSC BULLETSH 2025 CRP BND ETF IV?▼
The top five institutional holders account for 100% of the reported institutional value in INVSC BULLETSH 2025 CRP BND ETF IV, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of INVSC BULLETSH 2025 CRP BND ETF IV?▼
Asset Dedication, LLC is the largest reported holder of INVSC BULLETSH 2025 CRP BND ETF IV with $28.6M across 1,381,651 shares as of Q3 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for INVSC BULLETSH 2025 CRP BND ETF IV: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($29.9M here).

SPDR SERIES TRUST $29.8M ISHARES IBOXX INVT GRADE $30.1M SCHWAB CHARLES CORP $30.2M PACER FDS TR $29.3M

Similar holder count

Nearest stocks by number of disclosing 13F holders (5 here).

ABRDN PHYSICAL PREC MTL BSKT SHS ETF 5 AES CORP 5 AGNC INVT CORP 5 AIR LEASE CORP 5

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.