Who owns BGDV?
Bahl & Gaynor Dividend ETF · Bahl
8 institutions reported holding BGDV, worth $47.8M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of BGDV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Fifth Third Bancorp | Cincinnati, OH | $41.5M | 1,338,763 | −3,600 shares |
| FFG Retirement Advisors LLC | Centennial, CO | $2.5M | 79,377 | −1,327 shares |
| LPL Financial LLC | Fort Mill, SC | $2.2M | 70,080 | +43,261 shares |
| Intrua Financial, LLC | Houston, TX | $742K | 23,906 | +1,106 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $378K | 12,177 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $193K | 6,221 | +3,074 shares |
| US Bancorp | Minneapolis, MN | $159K | 5,140 | New position |
| JPMorgan Chase & Co | New York, NY | $151K | 4,900 | −1,654 shares |
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.
Similar ETFs
Compare what they hold: BGDV vs TOV, BGDV vs TLG, BGDV vs RSPC, BGDV vs VMAX.
Frequently asked questions
Who owns BGDV?
8 institutional managers reported holding BGDV in Form 13F filings for June 30, 2026, worth $47.8M in total. The largest reported position was held by Fifth Third Bancorp, at $41.5M.
Did institutions buy or sell BGDV last quarter?
Reported 13F value rose 17.6% 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 BGDV 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.