13FBOX
ETF SER SOLUTIONS · 13F Institutional Holdings
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ETF SER SOLUTIONS

BGDV
Institutions
8
Combined AUM (Q2 2026)
$47.8M
Combined Shares (Q2 2026)
1.5M
Overall Trend
Decrease
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+64,758
5 institutions added · 2 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-206,582
5 institutions reduced · 2 exits
Est. sell amount
⚖️ Net Share Change
-141,824
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$47.8M
Institutions
8
New Buys
2
Adds
3
Reduces
3
Exits
2
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FIFTH THIRD BANCORP
0.07%0.07%#3$41.5M1.3M$36.8M1.3M-3,600-0.27%Reduce
FFG RETIREMENT ADVISORS LLC
1.3%1.29%#1$2.5M79,377$2.2M80,704-1,327-1.64%Reduce
LPL Financial LLC
<0.01%<0.01%#4$2.2M70,080$735,28626,819+43,261+161.31%Add
Intrua Financial, LLC
0.07%0.06%#2$741,51223,906$625,09822,800+1,106+4.85%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%#6$377,70412,177$00+12,177New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#7$193,0006,221$86,0003,147+3,074+97.68%Add
US BANCORP \DE\
<0.01%#5$159,4315,140$00+5,140New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#8$151,1264,900$175,5486,554-1,654-25.24%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow