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BDVG · iMGP Berkshire Dividend Growth ETF ETF

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$15.16 -0.07 (-0.47%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 8
Total Value: $3,701,824
Total Shares: 259,486

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 8 13F filers · Δ vs Mar 31, 2026
Top Holder
62.7%
Sep 2023 → Jun 2026 · range 30.3% – 100.0%
+21.9 pts
Top 5
95.8%
Sep 2023 → Jun 2026 · range 87.9% – 100.0%
+7.9 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
4,333
Sep 2023 → Jun 2026 · range 2,509 – 10,000
Highly concentrated+1,824

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
4
Decreased
3
Sold Out
3
Unchanged
0
Holder count: -2
Institutional value: -26.1%
Shares held: -32.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
ENVESTNET ASSET MANAGEMENT INC +30,132 45,375
Waverly Advisors, LLC +6,064 162,745
CITADEL ADVISORS LLC +790 14,474
Aptus Capital Advisors, LLC +34 8,597

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Orion Porfolio Solutions, LLC −3,764 14,141
OSAIC HOLDINGS, INC. −2,615 11,873
UBS Group AG −266 753

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Arax Advisory Partners 1,528 $21,798

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Cambridge Investment Research Advisors, Inc. 87,924 $1,148,287
BERKSHIRE ASSET MANAGEMENT LLC/PA 59,582 $778,140
GUARDIAN WEALTH ADVISORS, LLC / NC 8,563 $111,832
Filter: New 1 Increased 4 Reduced 3 Sold out 3 Unchanged 0
Showing 8 of 8
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Waverly Advisors, LLC $2,321,720 62.72% 162,745
ENVESTNET ASSET MANAGEMENT INC $647,319 17.49% 45,375
CITADEL ADVISORS LLC $206,486 5.58% 14,474
Orion Porfolio Solutions, LLC $201,735 5.45% 14,141
OSAIC HOLDINGS, INC. $169,380 4.58% 11,873
Aptus Capital Advisors, LLC $122,644 3.31% 8,597
Arax Advisory Partners $21,798 0.59% 1,528
UBS Group AG $10,742 0.29% 753