BGDV Institutional Ownership & Shareholders
BAHL & GAYNOR DIVIDEND ETF (BGDV) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $48.23M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Fifth Third Bancorp is currently the largest disclosed institutional shareholder of BGDV tracked by InsiderSet, reporting ownership valued at approximately $40.42M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.78M, representing an estimated gain of +0.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BGDV value among the investors covered in this analysis. Major shareholders include Fifth Third Bancorp, Ffg Retirement Advisors Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in BAHL & GAYNOR DIVIDEND ETF (BGDV).
This page ranks the largest institutional BGDV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$48.23M
Largest Holder
Fifth Third Bancorp
Largest Position
$40.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
10
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fifth Third Bancorp | 0.07% | 1,337,038 | $40,424,809 | $40,779,659 | +$354,850 | +0.88% | |
| Ffg Retirement Advisors Llc | 2.33% | 144,891 | $4,380,733 | $4,419,176 | +$38,443 | +0.88% | |
| Lpl Financial Llc | 0.00% | 56,344 | $1,703,538 | $1,718,492 | +$14,954 | +0.88% | |
| Intrua Financial, Llc | 0.06% | 21,950 | $663,649 | $669,475 | +$5,826 | +0.88% | |
| Envestnet Asset Management Inc | 0.00% | 12,177 | $377,704 | $371,399 | -$6,306 | -1.67% | |
| Us Bancorp \De\ | 0.00% | 11,040 | $333,790 | $336,720 | +$2,930 | +0.88% | |
| Royal Bank Of Canada | 0.00% | 6,221 | $193,000 | $189,741 | -$3,260 | -1.69% | |
| Jpmorgan Chase & Co | 0.00% | 4,900 | $151,126 | $149,450 | -$1,676 | -1.11% |
Frequently asked questions about BGDV
Who are the largest institutional holders of BGDV?
The largest institutional holders of BGDV reported in the latest SEC Form 13F filings include Fifth Third Bancorp, Ffg Retirement Advisors Llc, Lpl Financial Llc, Intrua Financial, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported BGDV position.
What is BGDV institutional ownership?
This page tracks BGDV positions reported by institutional investment managers through SEC Form 13F. BAHL & GAYNOR DIVIDEND ETF (BGDV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BGDV?
InsiderSet currently tracks 8 institutional managers reporting BGDV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BGDV shareholders.
How much BGDV stock do institutions own?
Institutional investment managers disclosed approximately $48.23M in BGDV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BGDV institutional ownership last updated?
The latest BGDV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BGDV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BGDV position after the reporting date.
Are institutions buying or selling BGDV?
Institutional buying and selling can be analyzed by comparing BGDV positions across consecutive 13F reporting periods. InsiderSet's BGDV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BGDV ownership changes.
How has BGDV institutional ownership changed over time?
InsiderSet tracks BGDV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.