BGDV ETF SER SOLUTIONS
FollowBAHL DIVID ETF (fund)
8 managers (8 13F filers) reported a position in BGDV shares at 2026-06-30, 1,540,564 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 3
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 1,540,564
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 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 |
|---|---|---|---|---|---|
| FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS… | 1,338,763 | $41.5M | 0.07% | -3,600 | 13F-HRTimelineGroup |
| FFG RETIREMENT ADVISORS LLC | 79,377 | $2.46M | 1.3% | -1,327 | 13F-HRTimeline |
| LPL Financial LLC | 70,080 | $2.17M | <0.01% | +43,261 | 13F-HRTimeline |
| Intrua Financial, LLC | 23,906 | $742K | 0.07% | +1,106 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 12,177 | $378K | <0.01% | new | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 6,221 | $193K | <0.01% | +3,074 | 13F-HRTimelineGroup |
| US BANCORP \DE\in group US BANCORP \DE\ | 5,140 | $159K | <0.01% | new | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 4,900 | $151K | <0.01% | -1,654 | 13F-HRTimelineGroup |