Who Owns iMGP Berkshire Dividend Growth ETF (BDVG)?Hedge Fund & Institutional Holders
Institutional Holders
8
as of Q4 2025
Total Institutional Value
$20001.0T
% of Float Held
—
QoQ Change in Holders
+1 / -1
Price History
BDVG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Farther Finance Advisors, LLC | New Position | +20 | +$0 |
| Cambridge Investment Research Advisors, Inc. | Increased | +5K | +$-31K |
| Aptus Capital Advisors, LLC | Increased | +38 | +$-108.3M |
| OSAIC HOLDINGS, INC. | Increased | +967 | +$-170.6M |
| CITADEL ADVISORS LLC | Increased | +1K | +$-235.6M |
| Orion Porfolio Solutions, LLC | Increased | +272 | +$-246.3M |
BDVG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Waverly Advisors, LLC | Decreased | -2K | -$2.4B |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | Closed Position | -48K | -$610.8M |
| UBS Group AG | Decreased | -4K | -$52.4M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | 183,903 | $2.0M | 0.02% | Share |
| 2 | Cambridge Investment Research Advisors, Inc. | 85,837 | $1.0M | 0.00% | Share |
| 3 | OSAIC HOLDINGS, INC. | 14,488 | $0 | 0.00% | Share |
| 4 | UBS Group AG | 3 | $0 | 0.00% | Share |
| 5 | CITADEL ADVISORS LLC | 19,549 | $0 | 0.00% | Share |
| 6 | Aptus Capital Advisors, LLC | 8,535 | $0 | 0.00% | Share |
| 7 | Orion Porfolio Solutions, LLC | 19,591 | $0 | 0.00% | Share |
| 8 | Farther Finance Advisors, LLC | 20 | $0 | 0.00% | Share |
BDVG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $3.0M | +0 |
| Q3 2025 | 8 | $3.8B | -1 |
| Q2 2025 | 9 | $5.3B | +1 |
| Q1 2025 | 8 | $3.3B | -2 |
| Q4 2024 | 10 | $3.5B | +4 |
| Q3 2024 | 6 | $1.3T | +0 |
| Q2 2024 | 6 | $1.3T | +1 |
| Q1 2024 | 5 | $870.6B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 8 institutional investors hold BDVG (iMGP Berkshire Dividend Growth ETF). The largest holder is Waverly Advisors, LLC with $2.0M in shares. This quarter, 1 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own BDVG?
As of Q4 2025, 8 institutional investors report holding BDVG (iMGP Berkshire Dividend Growth ETF) in their 13F filings.
Who is the largest institutional holder of BDVG?
The largest institutional holder of BDVG is Waverly Advisors, LLC with $2.0M in shares.
Is institutional ownership of BDVG increasing or decreasing?
This quarter, 1 institutions opened new positions in BDVG and 1 closed their positions.