9 tracked 13F filers disclose a position in BDVG as of the latest SEC 13F filings, a combined $3.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | $2.0M | 157K | ▼−15% Reduced · −27K sh | Q1 2026 | |
| 2 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $778K | 60K | ▲+24% Added · +12K sh | Q1 2026 | |
| 3 | Orion Porfolio Solutions, LLC | $234K | 18K | ▼−8.6% Reduced · −2K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $199K | 15K | ▼−87% Reduced · −103K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $189K | 14K | —Held | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $179K | 14K | ▼−30% Reduced · −6K sh | Q1 2026 | |
| 7 | Aptus Capital Advisors, LLC | $112K | 9K | ▲+0.3% Added · +28 sh | Q1 2026 | |
| 8 | GUARDIAN WEALTH ADVISORS, LLC / NC | $112K | 9K | ▲New +9K sh | Q1 2026 | |
| 9 | UBS Group AG | $13K | 1K | ▲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, 0 funds opened a new position in BDVG and 2 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 5 funds | $4.0B |
| APPLE INCAAPL | 5 funds | $2.2B |
| AMAZON.COM INCAMZN | 5 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 5 funds | $1.6B |
| MICROSOFT CORPMSFT | 5 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 5 funds | $1.5B |
| BROADCOM INCAVGO | 5 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 5 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 5 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 5 funds | $1.0B |
| TESLA INCTSLA | 5 funds | $912.0M |
Ranked by how many of BDVG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DBMFmc | 193 funds | $2.2B |
| PCIGPOLEN CAP INTL G | 12 funds | $3.3M |
| BDVGthis pageIMGP BERKSHIRE | 9 funds | $3.9M |
| PCGGPOLEN CAPITAL GL | 9 funds | $2.5M |
| 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.
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 + end-of-day price history + the live filing stream, joined for BDVG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.