BDGS EA SERIES TRUST
FollowBRID CAP TAC ETF (fund)
7 managers (7 13F filers) reported a position in BDGS shares at 2025-06-30, 277,558 shares in all. 0 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 0
- Added
- 3
- Reduced
- 3
- Sold out
- 4
- Shares held by filers
- 277,558
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, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 | 179,329 | $5.91M | 2.83% | +2,295 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 38,988 | $1.28M | <0.01% | +1,183 | 13F-HRTimeline |
| IFP Advisors, Inc | 28,979 | $955K | 0.03% | -379 | 13F-HRTimeline |
| MILESTONE ASSET MANAGEMENT, LLC | 20,601 | $679K | 0.14% | -5,238 | 13F-HRTimeline |
| Worth Asset Management, LLC | 9,616 | $317K | 0.16% | +40 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 45 | $1.48K | <0.01% | -1,605 | 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. |