Who owns BDIV?
AAM Brentview Dividend Growth ETF · AAM
8 institutions reported holding BDIV, worth $3.1M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of BDIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | Davenport, IA | $1.4M | 57,195 | +8,850 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $996K | 40,776 | +3,476 shares |
| Transcend Capital Advisors, LLC | Madison, NJ | $309K | 12,644 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $189K | 7,744 | +3,015 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $165K | 6,758 | −3,547 shares |
| UBS Group AG | Zurich, Switzerland | $21K | 877 | New position |
| Advisors Asset Management, Inc. | Monument, CO | $15K | 612 | −752 shares |
| Fifth Third Bancorp | Cincinnati, OH | $12K | 505 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BDIV?
8 institutional managers reported holding BDIV in Form 13F filings for June 30, 2026, worth $3.1M in total. The largest reported position was held by Ausdal Financial Partners, Inc., at $1.4M.
Did institutions buy or sell BDIV last quarter?
Reported 13F value rose 3.6% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BDIV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.