Vault-13

ETF SER SOLUTIONS BGIG

BAHL GA GROW ETF · ETP · CUSIP 26922B527

100 institutional holders +21 vs Q1 2026
29,976,37130.0m shares reported held*
$1.1bnreported value*
25 new 37 added 25 reduced 3 sold out net bought ≈ $574.1m (+16.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($234.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.89.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 23: 3Q4 23: 4Q1 24: 6Q2 24: 6Q3 24: 8Q4 24: 10Q1 25: 14Q2 25: 19Q3 25: 21Q4 25: 28Q1 26: 79Q2 26: 100100Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20233
Q4 20234
Q1 20246
Q2 20246
Q3 20248
Q4 202410
Q1 202514
Q2 202519
Q3 202521
Q4 202528
Q1 202679
Q2 2026100

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 2 bought or addedQ3 24: 2 cut or sold outQ4 24: 5 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 9 bought or addedQ1 25: 3 cut or sold outQ2 25: 14 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 5 cut or sold outQ4 25: 20 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 74 bought or addedQ1 26: 7 cut or sold outQ2 26: 62 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202422
Q4 202453
Q1 202593
Q2 2025147
Q3 2025145
Q4 2025203
Q1 2026747
Q2 20266228

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +9,106,808+9.1m
MORGAN STANLEY Added +3,266,231+3.3m
UBS Group AG New +1,117,145+1.1m
RAYMOND JAMES FINANCIAL INC Added +677,637+677.6k
ROYAL BANK OF CANADA Added +424,672+424.7k
Quantinno Capital Management LP New +381,239+381.2k
WELLS FARGO & COMPANY/MN Added +112,074+112.1k
Arax Advisory Partners Added +106,885+106.9k
Cambridge Investment Research Advisors, Inc. Added +79,956+80.0k
TCFG Investment Advisors, LLC New +75,567+75.6k

Biggest sellers

Corient Private Wealth LP Reduced -30,733-30.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -17,840-17.8k
TRUIST FINANCIAL CORP Reduced -16,099-16.1k
Avidian Wealth Enterprises, LLC Reduced -14,459-14.5k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -8,811-8.8k
Arkadios Wealth Advisors Reduced -6,516-6.5k
Prime Capital Investment Advisors, LLC Reduced -5,045-5.0k
Private Advisor Group, LLC Reduced -3,321-3.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -3,082-3.1k
Haverford Trust Co Reduced -2,091-2.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 12,470,33412.5m $447.6m $447.6m 0.03% Added +9.1m +9,106,808
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 7,827,2747.8m $280.9m $280.9m 0.01% Added +3.3m +3,266,231
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,278,9891.3m $45.9m $45.9m 0.01% Added +677.6k +677,637
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,117,1451.1m $40.1m $40.1m 0.01% New
5 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 922,930922.9k $33.1m $33.1m 0.05% Added +59.3k +59,328
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 741,400741.4k $26.6m $26.6m 0.01% Added +15.8k +15,836
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 610,386610.4k $21.9m $21.9m 0.00% Added +112.1k +112,074
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 570,340570.3k $20.5m $20.5m 0.00% Reduced -1.4k -1,431
9 Prime Capital Investment Advisors, LLC 0.18% of their portfolio OVERLAND PARK, KS 522,151522.2k $18.7m $18.7m 0.18% Reduced -5.0k -5,045
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 434,685434.7k $15.6m $15.6m 0.00% Added +424.7k +424,672
11 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 421,298421.3k $15.1m $15.1m 0.02% Reduced -16.1k -16,099
12 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 381,239381.2k $13.7m $13.7m 0.02% New
13 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 191,680191.7k $6.9m $6.9m 0.03% Reduced -1.8k -1,791
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 163,464163.5k $5.9m $5.9m 0.01% Added +80.0k +79,956
15 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 161,610161.6k $5.8m $5.8m 0.01% Reduced -30.7k -30,733
16 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 137,368137.4k $4.9m $4.9m 0.00% Added +72.1k +72,053
17 Avidian Wealth Enterprises, LLC 0.13% of their portfolio Houston, TX 132,372132.4k $4.8m $4.8m 0.13% Reduced -14.5k -14,459
18 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 119,446119.4k $4.3m $4.3m 0.00% Reduced -597 -597
19 Arax Advisory Partners 0.03% of their portfolio NEW YORK, NY 107,486107.5k $3.9m $3.9m 0.03% Added +106.9k +106,885
20 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 106,299106.3k $3.8m $3.8m 0.01% Added +16.1k +16,115
21 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 88,58288.6k $3.2m $3.2m 0.00% Added +37.7k +37,740
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 77,49877.5k $2.8m $2.8m 0.00% Added +66.8k +66,832
23 TCFG Investment Advisors, LLC 0.91% of their portfolio LAGUNA NIGUEL, CA 75,56775.6k $2.7m $2.7m 0.91% New
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 75,33175.3k $2.7m $2.7m 0.00% New
25 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 65,52565.5k $2.4m $2.4m 0.04% New
26 Gryphon Financial Partners LLC 0.19% of their portfolio COLUMBUS, OH 61,54761.5k $2.2m $2.2m 0.19% Reduced -30 -30
27 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 60,47260.5k $2.2m $2.2m 0.01% Added +11.0k +10,994
28 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 56,22556.2k $2.0m $2.0m 0.01% Added +53.4k +53,386
29 Heritage Wealth Management, Inc. 0.48% of their portfolio CINCINNATI, OH 54,00254.0k $1.9m $1.9m 0.48% Added +1.0k +1,002
30 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 52,79752.8k $1.9m $1.9m 0.00% Added +11.4k +11,365
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 52,24452.2k $1.9m $1.9m 0.00% Added +45.0k +45,022
32 Centric Wealth Management 0.27% of their portfolio CHICAGO, IL 50,16350.2k $1.7m $1.7m 0.27% Unchanged
33 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 49,92749.9k $1.8m $1.8m 0.02% Reduced -8.8k -8,811
34 Main Street Financial Solutions, LLC 0.11% of their portfolio NEWTOWN, PA 48,79548.8k $1.8m $1.8m 0.11% Added +639 +639
35 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 44,83344.8k $1.6m $1.6m 0.00% Added +36.9k +36,873
36 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 39,85039.9k $1.4m $1.4m 0.00% Added +305 +305
37 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 39,23339.2k $1.4m $1.4m 0.00% Reduced -3.1k -3,082
38 Marble Wealth, LLC 0.17% of their portfolio MONTGOMERY, AL 31,57331.6k $1.1m $1.1m 0.17% Reduced -109 -109
39 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 28,33428.3k $1.0m $1.0m 0.00% Added +289 +289
40 Intrua Financial, LLC 0.09% of their portfolio Houston, TX 27,31327.3k $980.3k $980.3k 0.09% New
41 Well Done, LLC 0.13% of their portfolio HOLLAND, MI 26,02026.0k $933.9k $933.9k 0.13% New
42 Moors & Cabot, Inc. 0.04% of their portfolio BOSTON, MA 25,94725.9k $931.2k $931.2k 0.04% New
43 N.E.W. Advisory Services LLC 0.06% of their portfolio DE PERE, WI 25,18425.2k $903.8k $903.8k 0.06% Added +45 +45
44 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 22,58522.6k $810.6k $810.6k 0.00% Reduced -3.3k -3,321
45 Haverford Trust Co 0.01% of their portfolio Radnor, PA 21,98222.0k $788.9k $788.9k 0.01% Reduced -2.1k -2,091
46 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 17,67417.7k $634.3k $634.3k 0.00% Added +7.8k +7,801
47 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 17,15617.2k $615.7k $615.7k 0.01% Reduced -6.5k -6,516
48 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 16,60716.6k $596.0k $596.0k 0.00% Added +49 +49
49 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,41215.4k $553.1k $553.1k 0.01% Reduced -1.3k -1,263
50 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 15,11815.1k $542.6k $542.6k 0.00% New
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,78214.8k $530.5k $530.5k 0.00% Added +8.0k +7,993
52 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 13,53513.5k $485.8k $485.8k 0.01% Added +40 +40
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,97312.0k $429.7k $429.7k 0.00% Added +9.4k +9,419
54 Vertex Planning Partners, LLC 0.06% of their portfolio DOWNERS GROVE, IL 11,86211.9k $425.7k $425.7k 0.06% Reduced -1.0k -1,049
55 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 11,62511.6k $417.2k $417.2k 0.01% New
56 TruNorth Capital Management, LLC 0.06% of their portfolio KALAMAZOO, MI 11,18611.2k $401.5k $401.5k 0.06% New
57 LBMC INVESTMENT ADVISORS, LLC 0.02% of their portfolio BRENTWOOD, TN 10,99811.0k $394.7k $394.7k 0.02% New
58 PUREfi Wealth, LLC 0.21% of their portfolio BOSTON, MA 10,85510.9k $389.6k $389.6k 0.21% Unchanged
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,37010.4k $372.2k $372.2k 0.00% Reduced -17.8k -17,840
60 FMR LLC 0.00% of their portfolio BOSTON, MA 9,7869.8k $351.2k $351.2k 0.00% Added +1.1k +1,074
61 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 9,7709.8k $350.7k $350.7k 0.00% Added +15 +15
62 Flavin Financial Services, Inc. 0.20% of their portfolio MELBOURNE, FL 9,6189.6k $345.2k $345.2k 0.20% Unchanged
63 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 8,9949.0k $322.8k $322.8k 0.00% New
64 Old Mission Investment Co LLC 0.07% of their portfolio TRAVERSE CITY, MI 8,9739.0k $322.5k $322.5k 0.07% First filing
65 Uniting Wealth Partners, LLC 0.06% of their portfolio DENVER, CO 8,8598.9k $318.4k $318.4k 0.06% Reduced -508 -508
66 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio ORLANDO, FL 8,1558.2k $291.2k $291.2k 0.02% New
67 Northern Lights Advisors, Inc. 0.15% of their portfolio Seattle, WA 7,8417.8k $281.4k $281.4k 0.15% New
68 Cornerstone Wealth Management, LLC 0.01% of their portfolio ST. PETERS, MO 7,4247.4k $266.4k $266.4k 0.01% Reduced -2.0k -2,043
69 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 7,1197.1k $255.5k $255.5k 0.01% New
70 Dakota Wealth Management 0.00% of their portfolio PALM BEACH GARDENS, FL 6,9727.0k $250.2k $250.2k 0.00% Unchanged
71 Kinloch Capital, LLC 0.09% of their portfolio GLEN ALLEN, VA 6,8946.9k $247.4k $247.4k 0.09% Added +10 +10
72 Indivisible Partners 0.01% of their portfolio CLEARWATER, FL 6,7026.7k $240.5k $240.5k 0.01% Added +7 +7
73 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 6,5326.5k $234.4k $234.4k 0.00% Added +1 +1
74 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio DENVER, CO 6,5326.5k $234.5k $234.5k 0.00% Unchanged
75 FULTON BREAKEFIELD BROENNIMAN LLC 0.01% of their portfolio Bethesda, MD 6,3446.3k $227.7k $227.7k 0.01% Unchanged
76 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,2266.2k $223.4k $223.4k 0.00% Added +8 +8
77 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 5,9275.9k $212.7k $212.7k 0.00% Reduced -673 -673
78 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,8535.9k $210.1k $210.1k 0.00% Reduced -199 -199
79 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5,5645.6k $199.7k $199.7k 0.00% Reduced -218 -218
80 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,7572.8k $98.9k $98.9k 0.00% New
81 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 2,4712.5k $88.7k $88.7k 0.00% Unchanged
82 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 2,3562.4k $84.5k $84.5k 0.00% Reduced -44 -44
83 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,3092.3k $82.9k $82.9k 0.00% New
84 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 2,1302.1k $76.4k $76.4k 0.00% Reduced -316 -316
85 Hilton Head Capital Partners, LLC 0.04% of their portfolio HILTON HEAD ISLAND, SC 2,0102.0k $72.1k $72.1k 0.04% New
86 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,8091.8k $64.9k $64.9k 0.00% New
87 Institute for Wealth Management, LLC. 0.01% of their portfolio DENVER, CO 1,6871.7k $60.5k $60.5k 0.01% New
88 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 1,2851.3k $46.2k $46.2k 0.00% Unchanged
89 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,1221.1k $40.3k $40.3k 0.00% New
90 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 836836 $30.0k $30.0k 0.00% Unchanged
91 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 753753 $27.0k $27.0k 0.00% Added +2 +2
92 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 646646 $23.2k $23.2k 0.00% Added +2 +2
93 Networth Advisors, LLC 0.01% of their portfolio CANONSBURG, PA 537537 $19.3k $19.3k 0.01% New
94 WPG Advisers, LLC 0.01% of their portfolio BALTIMORE, MD 499499 $17.9k $17.9k 0.01% New
95 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 358358 $12.8k $12.8k 0.00% Unchanged
96 Provenance Wealth Advisors, LLC 0.00% of their portfolio FORT LAUDERDALE, FL 344344 $12.3k $12.3k 0.00% New
97 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 183183 $6.6k $6.6k 0.00% Added +1 +1
98 DecisionPoint Financial, LLC 0.00% of their portfolio MESA, AZ 9696 $3.4k $3.4k 0.00% Unchanged
99 NBH Bank 0.00% of their portfolio GREENWOOD VILLAGE, CO 3030 $1.1k $1.1k 0.00% First filing
100 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2222 $790 $790 0.00% Reduced -1.4k -1,358