Security record · archived quarter
BGDV
name pending profile ingest
5Tracked holders
0Δ holders
1.38MShares held
$37.80MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fifth Third Bancorp | 1.34M | 0.0% | $36.80M | 0.1% | Held | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 26.82K | -6.8% | $735,286 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 6.55K | +1948.1% | $175,548 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 3.15K | -86.7% | $86,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 1 | New | $27 | 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
| Fidelity (FMR) | $27 | 0.0% |
Exited
| Bank Of America Corp /De/ | $14,525 | 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: Q1 2026 ·
Methodology ·
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