Skip to content

BDGS EA SERIES TRUST

Follow

BRID CAP TAC ETF (fund)

13 managers (13 13F filers) reported a position in BDGS shares at 2024-12-31, 207,029 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
13
13F filers
13
New
5
Added
3
Reduced
3
Sold out
1
Shares held by filers
207,029

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NAPA WEALTH MANAGEMENT100,172$3.16M1.37%new13F-HRTimeline
IFP Advisors, Inc28,227$890K0.03%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC26,736$843K0.19%+2,76713F-HRTimeline
GTS SECURITIES LLC18,766$592K0.03%-3,51013F-HRTimeline
Worth Asset Management, LLC9,471$299K0.16%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,400$265K<0.01%-1,17113F-HRTimelineGroup
Kingsview Wealth Management, LLC7,454$235K<0.01%+2213F-HRTimeline
Compound Planning, Inc.6,438$203K0.01%-1,41613F-HRTimeline
UBS Group AGin group UBS Group AG565$17.8K<0.01%+53113F-HRTimelineGroup
Avior Wealth Management, LLC511$16.1K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP194$6.12K<0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC95$3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.