BDVG(BDVG)
BDVG
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 14 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 233.62K | Jun 30, 26 | +233.62K | 33.50% |
| Waverly Advisors, LLC | 162.75K | Jun 30, 26 | +6.06K | 23.34% |
| Cambridge Investment Research Advisors, Inc. | 85.19K | Jun 30, 26 | -2.73K | 12.22% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 59.58K | Jun 30, 26 | -- | 8.54% |
| ENVESTNET ASSET MANAGEMENT INC | 45.38K | Jun 30, 26 | +30.13K | 6.51% |
| CITADEL ADVISORS LLC | 14.47K | Jun 30, 26 | +790 | 2.08% |
| Brinker Capital Investments, LLC | 14.14K | Jun 30, 26 | -3.76K | 2.03% |
| ADVISOR GROUP HOLDINGS, INC. | 11.87K | Jun 30, 26 | -2.62K | 1.70% |
| Aptus Capital Advisors, LLC | 8.60K | Jun 30, 26 | +34 | 1.23% |
| SRS Capital Advisors, Inc. | 1.53K | Jun 30, 26 | +1.53K | 0.22% |
| UBS Group AG | 753 | Jun 30, 26 | -266 | 0.11% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -8.56K | -- |
| Orion Portfolio Solutions, LLC | 21.21K | Mar 31, 25 | -1.85K | 3.04% |
| RE Dickinson Investment Advisors, LLC | 173.68K | Dec 31, 24 | +2.67K | 24.90% |
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