BDVG Institutional Ownership
iMGP Berkshire Dividend Growth ETF
1W: -0.9%
1M: -2.5%
3M: +2.1%
YTD: +14.6%
1Y: +15.4%
3Y: +58.0%
$14.74
+0.10 (+0.68%)
Weekly Expected Move ±1.4%
$14
$15
$15
$15
$15
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BDVG
11
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
2
New Positions
4
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TRUIST FINANCIAL CORP NEW | 233,615 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Waverly Advisors, LLC | 162,745 | 2M | +6,064 | +3.9% | 6Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 85,191 | 1M | -2,733 | -3.1% | 9Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 45,375 | 669K | +30,132 | +197.7% | 2Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC | 14,474 | 213K | +790 | +5.8% | 4Q | SEC ↗ |
| 6 | Orion Porfolio Solutions, LLC | 14,141 | 208K | -3,764 | -21.0% | 12Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 11,873 | 175K | -2,615 | -18.0% | 10Q | SEC ↗ |
| 8 | Aptus Capital Advisors, LLC | 8,597 | 127K | +34 | +0.4% | 7Q | SEC ↗ |
| 9 | Arax Advisory Partners NEW | 1,528 | 23K | — | +0.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 753 | 11K | -266 | -26.1% | 5Q | SEC ↗ |
| 11 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0 | 0K | -8,563 | -100.0% | 1Q | SEC ↗ |
| 12 | Farther Finance Advisors, LLC | 0 | 0K | -20 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| TRUIST FINANCIAL CORP | 233,615 | 3M |
| Arax Advisory Partners | 1,528 | 23K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GUARDIAN WEALTH ADVISORS, LLC / NC | 8,563 | 126K |
| Farther Finance Advisors, LLC | 20 | 0K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +30,132 | +197.7% | 45,375 |
| Waverly Advisors, LLC | +6,064 | +3.9% | 162,745 |
| CITADEL ADVISORS LLC | +790 | +5.8% | 14,474 |
| Aptus Capital Advisors, LLC | +34 | +0.4% | 8,597 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Orion Porfolio Solutions, LLC | -3,764 | -21.0% | 14,141 |
| Cambridge Investment Research Advis | -2,733 | -3.1% | 85,191 |
| OSAIC HOLDINGS, INC. | -2,615 | -18.0% | 11,873 |
| UBS Group AG | -266 | -26.1% | 753 |