ETF Holders

Who owns BGIG?

US large cap

Bahl & Gaynor Income Growth ETF · Bahl

100 institutions reported holding BGIG, worth $1.1B, in Form 13F filings for June 30, 2026.

13F holders
100
Institutional value
$1.1B
Change from prior quarter
+132.3%
+$612.8M, with price moves
New and sold-out firms
28 / 3
36 added, 25 trimmed

Top 10 institutional holders of BGIG

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$447.6M12,470,334+9,106,808 shares
Morgan StanleyNew York, NY$280.9M7,827,274+3,266,231 shares
Raymond James Financial Inc.St. Petersburg, FL$45.9M1,278,989+677,637 shares
UBS Group AGZurich, Switzerland$40.1M1,117,145New position
Rockefeller Capital Management L.P.New York, NY$33.1M922,930+59,328 shares
Envestnet Asset Management Inc.Berwyn, PA$26.6M741,400+15,836 shares
Wells Fargo & CompanySan Francisco, CA$21.9M610,386+112,074 shares
LPL Financial LLCFort Mill, SC$20.5M570,340−1,431 shares
Prime Capital Investment Advisors, LLCOverland Park, KS$18.7M522,151−5,045 shares
Royal Bank of CanadaToronto, Ontario, Canada$15.6M434,685+424,672 shares
90 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns BGIG?

100 institutional managers reported holding BGIG in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Bank of America Corp., at $447.6M.

Did institutions buy or sell BGIG last quarter?

Reported 13F value rose 132.3% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is BGIG ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.