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Imgp Berk DIV GRT ETF-Usd in (BDVG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares505,032 from 233,615
Change+271,417 (+116%)
Value$7.4M (+$4.0M)
Filed 2026-10-30
Kestra Advisory Services, LLC
NEW
Shares161,165
Change+161,165
Value$2.4M
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares108,311 from 85,191
Change+23,120 (+27%)
Value$1.6M (+$367.0K)
Filed 2026-11-02
Berkshire Asset Management LLC
UNCHANGED
Shares59,582 from 59,582
Change0 (0%)
Value$870.3K (+$20.3K)
Filed 2026-11-10
Fiduciary Alliance LLC
NEW
Shares44,925
Change+44,925
Value$656.2K
Filed 2026-10-13
Waverly Advisors, LLC
N/A
Shares— from 162,745
Change-162,745 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 45,375
Change-45,375 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,474
Change-14,474 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,141
Change-14,141 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,873
Change-11,873 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
UBS Group AG
N/A
Shares— from 753
Change-753 (-100%)
Value—
Status
Truist Financial Corp
INCREASED505,032233,615+271,417+116%$3.3M$7.4M+$4.0M2026-10-30
Kestra Advisory Services, LLC
NEW161,165—+161,165——$2.4M—2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED108,31185,191+23,120+27%$1.2M$1.6M+$367.0K2026-11-02
Berkshire Asset Management LLC
UNCHANGED59,58259,58200%$850.0K$870.3K+$20.3K2026-11-10
Fiduciary Alliance LLC
NEW44,925—+44,925——$656.2K—2026-10-13
Waverly Advisors, LLC
N/A—162,745-162,745-100%$2.3M———
Envestnet Asset Management Inc
N/A—45,375-45,375-100%$647.3K———
Citadel Advisors LLC
N/A—14,474-14,474-100%$206.5K———
Orion Porfolio Solutions, LLC
N/A—14,141-14,141-100%$201.7K———
Osaic Holdings, Inc.
N/A—11,873-11,873-100%$169.4K———
Aptus Capital Advisors, LLC
N/A—8,597-8,597-100%$122.6K———
Arax Advisory Partners
N/A—1,528-1,528-100%$21.8K———
UBS Group AG
N/A—753-753-100%$10.7K———
Showing 13 of 13 institutions