BDGS EA SERIES TRUST
FollowBRID CAP TAC ETF (fund)
11 managers (11 13F filers) reported a position in BDGS shares at 2025-03-31, 351,805 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 2
- Added
- 6
- Reduced
- 2
- Sold out
- 4
- Shares held by filers
- 351,805
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| NAPA WEALTH MANAGEMENT | 177,034 | $5.51M | 3.1% | +76,862 | 13F-HRTimeline |
| GTS SECURITIES LLC | 55,313 | $1.72M | 0.07% | +36,547 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 37,805 | $1.18M | <0.01% | new | 13F-HRTimeline |
| IFP Advisors, Inc | 29,358 | $913K | 0.03% | +1,131 | 13F-HRTimeline |
| MILESTONE ASSET MANAGEMENT, LLC | 25,839 | $804K | 0.17% | -897 | 13F-HRTimeline |
| Worth Asset Management, LLC | 9,576 | $298K | 0.16% | +105 | 13F-HRTimeline |
| Kingsview Wealth Management, LLC | 7,937 | $247K | <0.01% | +483 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 7,068 | $220K | <0.01% | -1,332 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1,650 | $51.3K | <0.01% | +1,085 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 225 | $7K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |