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No 8-K filings in the last 30 days.
0 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
11 filers reported a long position in BDVG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| TRUIST FINANCIAL CORP | $3.3M | 233.6K | New |
| Waverly Advisors, LLC | $2.3M | 162.7K | +3.9% |
| Cambridge Investment Research Advisors, Inc. | $1.2M | 85.2K | -3.1% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $850K | 59.6K | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC | $647.3K | 45.4K | +197.7% |
| CITADEL ADVISORS LLC | $206.5K | 14.5K | +5.8% |
| Orion Porfolio Solutions, LLC | $201.7K | 14.1K | -21% |
| OSAIC HOLDINGS, INC. | $169.4K | 11.9K | -18% |
| Aptus Capital Advisors, LLC | $122.6K | 8.6K | +0.4% |
| Arax Advisory Partners | $21.8K | 1.5K | New |
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