Who owns BGDV?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BGDV from SEC Form 13F filings across 8 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 8 institutions disclosed 1.5M shares of BGDV worth $47.8M; the largest disclosed holder is FIFTH THIRD BANCORP. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$47.8M
value, 2026 filers
1.5M
shares disclosed
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BGDV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FIFTH THIRD BANCORP | 1.3M | $41.5M | 0.1% | — | -0.3% |
| 2 | FFG RETIREMENT ADVISORS LLC | 79,377 | $2.5M | 1.3% | — | -1.6% |
| 3 | LPL Financial LLC | 70,080 | $2.2M | 0.0% | — | +161.3% |
| 4 | Intrua Financial, LLC | 23,906 | $741,512 | 0.1% | — | +4.9% |
| 5 | ENVESTNET ASSET MANAGEMENT INCNEW | 12,177 | $377,704 | 0.0% | — | new |
| 6 | ROYAL BANK OF CANADA | 6,221 | $193,000 | 0.0% | — | +97.7% |
| 7 | US BANCORP \DE\NEW | 5,140 | $159,431 | 0.0% | — | new |
| 8 | JPMORGAN CHASE & CONEW | 4,900 | $151,126 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.