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
HolderSharesDateChange% Held
TRUIST FINANCIAL CORP233.62KJun 30, 26+233.62K33.50%
Waverly Advisors, LLC162.75KJun 30, 26+6.06K23.34%
Cambridge Investment Research Advisors, Inc.85.19KJun 30, 26-2.73K12.22%
BERKSHIRE ASSET MANAGEMENT LLC/PA59.58KJun 30, 26--8.54%
ENVESTNET ASSET MANAGEMENT INC45.38KJun 30, 26+30.13K6.51%
CITADEL ADVISORS LLC14.47KJun 30, 26+7902.08%
Brinker Capital Investments, LLC14.14KJun 30, 26-3.76K2.03%
ADVISOR GROUP HOLDINGS, INC.11.87KJun 30, 26-2.62K1.70%
Aptus Capital Advisors, LLC8.60KJun 30, 26+341.23%
SRS Capital Advisors, Inc.1.53KJun 30, 26+1.53K0.22%
UBS Group AG753Jun 30, 26-2660.11%
GUARDIAN WEALTH ADVISORS, LLC / NC--Jun 30, 26-8.56K--
Orion Portfolio Solutions, LLC21.21KMar 31, 25-1.85K3.04%
RE Dickinson Investment Advisors, LLC173.68KDec 31, 24+2.67K24.90%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.