Security record · archived quarter
BGDV
name pending profile ingest
5Tracked holders
0Δ holders
1.40MShares held
$38.25MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fifth Third Bancorp | 1.34M | — | $36.79M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 28.78K | — | $788,681 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 23.67K | — | $649,000 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 530 | — | $14,525 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 320 | New | $8,770 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $8,770 | 0.0% |
Exited
| Citadel Advisors | $225,736 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 6 holders, 1.48M shares, $40.46M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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