ETF SER SOLUTIONS (BGDV)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
8
Reporting holders
$47.8M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FIFTH THIRD BANCORP | $41.5M | 1,338,763 | 0.07% | 7q | HELD |
| FFG RETIREMENT ADVISORS LLC | $2.5M | 79,377 | 1.30% | 4q | -1.6%-$41.2K |
| LPL Financial LLC | $2.2M | 70,080 | 0.00% | 3q | +161.3%+$1.3M |
| Intrua Financial, LLC | $741.5K | 23,906 | 0.07% | 3q | +4.9%+$34.3K |
| ENVESTNET ASSET MANAGEMENT INC | $377.7K | 12,177 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $193.0K | 6,221 | 0.00% | 7q | +97.7%+$95.4K |
| US BANCORP \DE\ | $159.4K | 5,140 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $151.1K | 4,900 | 0.00% | 3q | -25.2%-$51.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 8 | $47.8M | 1,540,564 | 2 | 3 | 2 | 0.0% |
| Q1 2026 | 8 | $45.6M | 1,482,388 | 2 | 1 | 4 | 10.8% |
| Q4 2025 | 7 | $42.1M | 1,536,454 | 4 | 1 | 1 | 0.0% |
| Q3 2025 | 4 | $39.9M | 1,483,467 | 2 | 2 | 0 | 0.0% |
| Q2 2025 | 2 | $33.8M | 1,335,017 | 0 | 0 | 1 | 0.0% |
| Q1 2025 | 2 | $32.1M | 1,335,719 | 0 | 0 | 1 | 0.0% |
| Q4 2024 | 2 | $32.6M | 1,336,520 | 2 | 0 | 0 | 0.0% |