Who owns BDVG?
iMGP Berkshire Dividend Growth ETF · iMGP
11 institutions reported holding BDVG, worth $10.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BDVG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Truist Financial Corp. | Charlotte, NC | $3.3M | 233,615 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.4M | 170,382 | +82,458 shares |
| Waverly Advisors, LLC | Birmingham, AL | $2.3M | 162,745 | +6,064 shares |
| Berkshire Asset Management LLC | Wilkes Barre, PA | $850K | 59,582 | No change |
| Envestnet Asset Management Inc. | Berwyn, PA | $647K | 45,375 | +30,132 shares |
| Citadel Advisors LLC | Miami, FL | $206K | 14,474 | +790 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $202K | 14,141 | −3,764 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $169K | 11,873 | −2,615 shares |
| Aptus Capital Advisors, LLC | Fairhope, AL | $123K | 8,597 | +34 shares |
| Arax Advisory Partners | New York, NY | $22K | 1,528 | New position |
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 BDVG?
11 institutional managers reported holding BDVG in Form 13F filings for June 30, 2026, worth $10.3M in total. The largest reported position was held by Truist Financial Corp., at $3.3M.
Did institutions buy or sell BDVG last quarter?
Reported 13F value rose 105.9% 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 BDVG 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.