Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (+5.8%).
8 tracked 13F filers disclose a position in BDVG as of the latest SEC 13F filings, a combined $1.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Asset Management LLC | 60K | $850K | —Held | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 15K | $199K | ▼−87% Reduced · −103K sh | Q1 2026 | |
| 3 | Osaic Holdings, Inc. | 14K | $189K | —Held | Q1 2026 | |
| 4 | Citadel Advisors LLC | 14K | $206K | ▲+5.8% Added · +790 sh | Q2 2026 | |
| 5 | Aptus Capital Advisors, LLC | 9K | $123K | ▲+0.4% Added · +34 sh | Q2 2026 | |
| 6 | Guardian Wealth Advisors, LLC / NC | 9K | $112K | ▲New +9K sh | Q1 2026 | |
| 7 | Arax Advisory Partners | 2K | $22K | ▲New +2K sh | Q2 2026 | |
| 8 | UBS Group AG | 1K | $13K | ▲340× Added · +1K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in BDVG and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 6 funds | $4.4B |
| Apple IncAAPL | 6 funds | $2.7B |
| Amazon.com IncAMZN | 6 funds | $2.3B |
| Microsoft CorpMSFT | 6 funds | $1.8B |
| Micron Technology IncMU | 6 funds | $1.8B |
| Taiwan Semiconductor-SP ADRTSM | 6 funds | $1.5B |
| Broadcom IncAVGO | 6 funds | $1.4B |
| Meta Platforms Inc-Class AMETA | 6 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 6 funds | $1.3B |
| JPMorgan Chase & CoJPM | 6 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 6 funds | $1.2B |
| Tesla IncTSLA | 6 funds | $963.3M |
Ranked by how many of BDVG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BDVG.
| Class | 13F holders | Value held |
|---|---|---|
| DBMFmc | 308 funds | $2.5B |
| PCIGPOLEN CAP INTL G | 13 funds | $3.2M |
| BDVGthis pageIMGP BERKSHIRE | 10 funds | $4.0M |
| PCGGPOLEN CAPITAL GL | 9 funds | $2.6M |
| 53700T728POLEN CAP CHINA | 3 funds | $805K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BDVG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BDVG/capital-change-brief"
Use Arkolith's capital_change_brief for BDVG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for BDVG. Filings are public domain, sourced to SEC EDGAR.