Who Owns BDVG?
iMGP Berkshire Dividend Growth ETF — Institutional Ownership & 13F Holdings
$14.41
+0.21 (+1.47%)
Market Cap
$8.8M
Shares Outstanding
692,357
Institutional Holders
8
Total Inst. Value
$6.2M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
1
Closed Positions
3
Increased
3
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $2.9M | 247,750 |
| 2 | Waverly Advisors, LLCNew | $2.0M | 171,670 |
| 3 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $549K | 47,916 |
| 4 | Orion Portfolio Solutions, LLC | $264K | 23,066 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $259K | 22,038 |
| 6 | GUARDIAN WEALTH ADVISORS, LLC / NC | $79K | 6,712 |
| 7 | Aptus Capital Advisors, LLC | $79K | 6,712 |
| 8 | OSAIC HOLDINGS, INC. | $6K | 518 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Waverly Advisors, LLCNew | +172K | $2.0M |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | +100 | $549K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | +1K | $79K |
| Aptus Capital Advisors, LLC | +1K | $79K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | -41K | $2.9M |
| ENVESTNET ASSET MANAGEMENT INC | -22K | $259K |
| OSAIC HOLDINGS, INC. | -3K | $6K |
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Frequently Asked Questions
How many institutional investors hold BDVG?
As of Q1 2025, 8 institutional investors report holding BDVG (iMGP Berkshire Dividend Growth ETF) in their 13F filings.
Which hedge fund owns the most BDVG?
The largest institutional holder of BDVG is Cambridge Investment Research Advisors, Inc. with $2.9M in shares.
Are institutions buying or selling BDVG?
This quarter, 1 institutions opened new positions in BDVG and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.