How many institutions own BDVG stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BDVG shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling iMGP Berkshire Dividend Growth ETF stock?

BRINKER CAPITAL INVESTMENTS, LLC, in the last quarter, reduced its stake in BDVG by -21.02% restricting it's holding to 14.14 thousand shares of worth nearly $201.74K. ADVISOR GROUP HOLDINGS, INC. also lessened -18.05% of the BDVG shares from its portfolio, reducing its holding to 11.87 thousand shares of worth $169.42K. UBS GROUP AG also shunned BDVG shares holding by -26.1% last quarter which brought its holding to 753 shares worth $10.74K.

Investors who are buying BDVG stock?

As per its latest 13F filing, TRUIST FINANCIAL CORP increased its stake in BDVG by 100% in the last quarter. The institutional holder raised its holding to 233.62 thousand shares having worth more than $3.33M. ENVESTNET ASSET MANAGEMENT INC also added 197.68% more shares of BDVG to its portfolio, raising its holding to 45.38 thousand shares of worth $647.32K. CITADEL ADVISORS LLC also increased its BDVG shares holding by 5.77% which brought its holding to 14.47 thousand shares worth $206.49K.

BDVG's major insiders: who are they?

The insider with the most stakes in BDVG is N/A , N/A at the company. Additionally, BDVG stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell BDVG stock?

Company executives, directors, and other insiders own N/A percent of iMGP Berkshire Dividend Growth ETF's stock. Within the last six months, there have been 0 transaction(s) in which BDVG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BDVG stock?

There have been 0 transaction(s) during the past 6-months in which iMGP Berkshire Dividend Growth ETF insiders have bought stock, totalling 0 shares

How much of BDVG does insiders own?

Around 0 iMGP Berkshire Dividend Growth ETF shares are held by insiders, which represents about N/A of BDVG stock.

Who is the insider with the largest stake?

BDVG N/A, N/A holds the largest portfolio of the company's shares. BDVG shares owned by N/A total nearly -.

Which institution holds the most shares in BDVG?

TRUIST FINANCIAL CORP is the largest institutional owner in BDVG which holds 233.62 thousand shares worth $3.33M or 33.5% of the total BDVG shares outstanding followed by ENVESTNET ASSET MANAGEMENT INC with ownership of 45.38 thousand shares representing 6.51% of the BDVG ownership. CITADEL ADVISORS LLC is the third largest stakeholder with 14.47 thousand shares or 2.08% of the ownership worth more than $206.49K.

Is iMGP Berkshire Dividend Growth ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BDVG is concerned, it is a stock which is not optionable.

Is there a short position on BDVG's shares?

Number of BDVG shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BDVG shares are there?

As of today, null shares of BDVG are outstanding.

Is there many float in BDVG stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BDVG has null shares in float.

BDVG short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BDVG is null.

iMGP Berkshire Dividend Growth ETF (BDVG) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. TRUIST FINANCIAL CORP is the top corporate investor, holding 233.62K shares valued at $3.33M. A 33.5% stake in iMGP Berkshire Dividend Growth ETF is owned by the company. ENVESTNET ASSET MANAGEMENT INC owns 45.38K shares valued at $647.32K, which translates its holding of 6.51% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	TRUIST FINANCIAL CORP	33.5%	233.62K	3.33M	233.62K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	6.51%	45.38K	647.32K	30.13K	+197.68%
Jun 30, 2026	CITADEL ADVISORS LLC	2.08%	14.47K	206.49K	790	+5.77%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	2.03%	14.14K	201.74K	-3.76K	-21.02%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.7%	11.87K	169.42K	-2.62K	-18.05%
Jun 30, 2026	BERKSHIRE ASSET MANAGEMENT LLC/PA	8.54%	59.58K	850K	0	0
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	1.23%	8.6K	122.65K	34	+0.40%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.22%	1.53K	21.8K	1.53K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.11%	753	10.74K	-266	-26.10%
Jun 30, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0%	0	-	-8.56K	-100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	12.22%	85.19K	1.22M	-2.73K	-3.11%
Jun 30, 2026	WAVERLY ADVISORS, LLC	23.34%	162.75K	2.32M	6.06K	+3.87%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.19%	15.24K	199.07K	15.24K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	12.61%	87.92K	1.15M	2.09K	+2.43%
Mar 31, 2026	BERKSHIRE ASSET MANAGEMENT LLC/PA	8.54%	59.58K	778.14K	11.67K	+24.35%
Mar 31, 2026	UBS GROUP AG	0.15%	1.02K	13.31K	1.02K	+33,866.67%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-20	-100.00%
Mar 31, 2026	WAVERLY ADVISORS, LLC	22.47%	156.68K	2.05M	-27.22K	-14.80%
Mar 31, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	1.23%	8.56K	111.83K	8.56K	+100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	1.23%	8.56K	111.83K	28	+0.33%
Mar 31, 2026	CITADEL ADVISORS LLC	1.96%	13.68K	178.71K	-5.87K	-30.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	2.08%	14.49K	189.21K	0	0
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	2.57%	17.91K	233.84K	-1.69K	-8.61%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.23%	14.49K	185.6K	967	+7.15%
Dec 31, 2025	CITADEL ADVISORS LLC	3%	19.55K	250.51K	1.06K	+5.75%
Dec 31, 2025	WAVERLY ADVISORS, LLC	28.25%	183.9K	2.36M	-2.03K	-1.09%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	20	256	20	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	13.32%	85.84K	1.1M	4.94K	+6.10%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-23.11K	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	3	38	-4.11K	-99.93%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	3.01%	19.59K	251.04K	272	+1.41%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	1.31%	8.54K	109.37K	38	+0.45%
Dec 31, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	7.36%	47.92K	614.01K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	1.25%	8.5K	108.31K	444	+5.51%
Sep 30, 2025	WAVERLY ADVISORS, LLC	27.27%	185.94K	2.37M	9.58K	+5.43%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	11.87%	80.9K	1.03M	-77.09K	-48.79%
Sep 30, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	7.03%	47.92K	610.77K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.39%	23.11K	294.55K	1.01K	+4.58%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	2.83%	19.32K	246.25K	-439	-2.22%
Sep 30, 2025	CITADEL ADVISORS LLC	2.71%	18.49K	235.64K	18.49K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.98%	13.52K	170.56K	103	+0.77%
Sep 30, 2025	UBS GROUP AG	0.6%	4.11K	52.37K	-2.35K	-36.37%
Sep 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0%	0	-	-8.05K	-100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.12%	22.1K	266.02K	57	+0.26%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.89%	13.42K	161.55K	12.9K	+2,490.35%
Jun 30, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	6.76%	47.92K	576.91K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	22.28%	157.99K	1.9M	-89.76K	-36.23%
Jun 30, 2025	WAVERLY ADVISORS, LLC	24.87%	176.36K	2.12M	4.69K	+2.73%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	1.14%	8.05K	96.95K	1.34K	+19.98%
Jun 30, 2025	UBS GROUP AG	0.91%	6.46K	77.73K	6.46K	+100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	1.14%	8.05K	96.95K	1.34K	+19.98%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	2.79%	19.76K	237.89K	-1.45K	-6.85%
Mar 31, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	6.41%	47.92K	549.43K	100	+0.21%
Mar 31, 2025	WAVERLY ADVISORS, LLC	22.97%	171.67K	2.01M	171.67K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0%	0	-	-19.21K	-100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	518	6.08K	-2.79K	-84.36%
Mar 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.9%	6.71K	78.74K	1.3K	+24.07%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.9%	6.71K	78.74K	1.3K	+24.07%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	2.84%	21.21K	248.85K	-1.85K	-8.04%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.95%	22.04K	258.54K	-21.59K	-49.49%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	33.15%	247.75K	2.91M	-40.97K	-14.19%

BDVG Stock Ownership Breakdown