Skip to content

BGIG ETF SER SOLUTIONS

Follow

BAHL GA GROW ETF (fund)

14 managers (14 13F filers) reported a position in BGIG shares at 2025-03-31, 685,040 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
14
13F filers
14
New
5
Added
4
Reduced
2
Sold out
1
Shares held by filers
685,040

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.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC224,773$6.66M<0.01%+1,98513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\121,086$3.59M<0.01%013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC97,424$2.89M0.13%+82,22413F-HRTimeline
Prime Capital Investment Advisors, LLC76,547$2.27M0.03%-16,59813F-HRTimeline
Heritage Wealth Management, Inc.53,000$1.57M0.53%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,841$1.06M<0.01%+21,95013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,409$931K<0.01%+15,28113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,094$506K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,874$381K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,845$232K<0.01%new13F-HRTimelineGroup
Centric Wealth Management7,089$210K0.06%new13F-HRTimeline
UBS Group AGin group UBS Group AG40$1.19K<0.01%-16813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18$548<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.