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BGIG · Bahl & Gaynor Income Growth ETF ETF

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$36.54 -0.14 (-0.38%) 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: 2
Total Value: $7,675,219
Total Shares: 213,854

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
75.6%
Sep 2023 → Jun 2026 · range 43.6% – 100.0%
−24.4 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
6,308
Sep 2023 → Jun 2026 · range 3,434 – 10,000
Highly concentrated−3,692

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +3209.9%
Shares held: +2967.3%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 161,610 $5,800,182
CITADEL ADVISORS LLC 52,244 $1,875,037

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 6,972 $231,888
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC BGIG $5,800,182 75.57% 161,610
CITADEL ADVISORS LLC BGIG $1,875,037 24.43% 52,244