Who owns Bahl & Gaynor Income Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of BGIG from SEC Form 13F filings across 83 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, 83 institutions disclosed 29.6M shares of Bahl & Gaynor Income Growth ETF worth $1.06B — about 219.5% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
83
13F holders
$1.06B
value, 2026 filers
219.5%
of shares outstanding (29.6M sh)
25
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 BGIG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 12.5M | $447.6M | 0.0% | 92.3% | +270.8% |
| 2 | MORGAN STANLEY | 7.8M | $280.9M | 0.0% | 57.9% | +71.6% |
| 3 | RAYMOND JAMES FINANCIAL INC | 1.3M | $45.9M | 0.0% | 9.5% | +112.7% |
| 4 | UBS Group AGNEW | 1.1M | $40.1M | 0.0% | 8.3% | new |
| 5 | Rockefeller Capital Management L.P. | 922,930 | $33.1M | 0.1% | 6.8% | +6.9% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 741,400 | $26.6M | 0.0% | 5.5% | +2.2% |
| 7 | WELLS FARGO & COMPANY/MN | 610,386 | $21.9M | 0.0% | 4.5% | +22.5% |
| 8 | LPL Financial LLC | 570,340 | $20.5M | 0.0% | 4.2% | -0.3% |
| 9 | Prime Capital Investment Advisors, LLC | 522,151 | $18.7M | 0.2% | 3.9% | -1.0% |
| 10 | ROYAL BANK OF CANADA | 434,685 | $15.6M | 0.0% | 3.2% | +4241.2% |
| 11 | TRUIST FINANCIAL CORP | 421,298 | $15.1M | 0.0% | 3.1% | -3.7% |
| 12 | Quantinno Capital Management LPNEW | 381,239 | $13.7M | 0.0% | 2.8% | new |
| 13 | Sanctuary Advisors, LLC | 191,680 | $6.9M | 0.0% | 1.4% | -0.9% |
| 14 | Cambridge Investment Research Advisors, Inc. | 163,464 | $5,867 | 0.0% | 1.2% | +95.7% |
| 15 | Corient Private Wealth LP | 161,611 | $5.8M | 0.0% | 1.2% | -16.0% |
| 16 | HighTower Advisors, LLC | 137,368 | $4.9M | 0.0% | 1% | +110.3% |
| 17 | Avidian Wealth Enterprises, LLC | 132,372 | $4.8M | 0.1% | 1% | -9.8% |
| 18 | US BANCORP \DE\ | 119,446 | $4.3M | 0.0% | 0.9% | -0.5% |
| 19 | Arax Advisory Partners | 107,486 | $3.9M | 0.0% | 0.8% | +17784.5% |
| 20 | MML INVESTORS SERVICES, LLC | 106,299 | $3.8M | 0.0% | 0.8% | +17.9% |
| 21 | STIFEL FINANCIAL CORP | 88,582 | $3.2M | 0.0% | 0.7% | +74.2% |
| 22 | GOLDMAN SACHS GROUP INC | 77,498 | $2.8M | 0.0% | 0.6% | +626.6% |
| 23 | TCFG Investment Advisors, LLCNEW | 75,567 | $2.7M | 0.9% | 0.6% | new |
| 24 | Cetera Investment AdvisersNEW | 75,331 | $2.7M | 0.0% | 0.6% | new |
| 25 | MGO ONE SEVEN LLCNEW | 65,525 | $2.4M | 0.0% | 0.5% | 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.